Go to Settings from the side navigation menu

Click on App Settings

Click on the Organization tab

Enable the Divisions setting

From the side navigation menu, click on Companies

Click on the Divisions tab that appears after enabling the divisions setting

Click on the + New Company button

In the new company modal, select Division from the drop-down menu

Enter the company information for the division you are creating

Go back to Settings > App Settings

Open the Invoicing and Accounting tab

You will see all the divisions you have created

Click on the new division you created

Adjust the invoicing and accounting settings as needed for this division

Create your order(s) as usual

Important: Make sure the Division selected on each order is the Brokerage division responsible for the shipment

Create your trip as usual

If brokering out multiple orders in the same trip, confirm that all orders have the same division selected before adding them to the trip

In the Dispatch section, you will see a new toggle called Brokered Trip

Enable this toggle if the freight is brokered

Once Broker trip is enabled, a Payable amount field will appear in the dispatch section

Enter the amount payable to the carrier

Make sure the correct carrier is selected for the trip you are brokering out

Once all information is entered, click Create trip

After creating the trip, ensure you are on the Trip tab

Scroll down to the Generate Documents section

Click on Generate next to the Rate Confirmation document option

Click on the generated rate confirmation to preview it

Click on the three-dots menu to download, regenerate, or delete the rate confirmation as needed