Truckbase offers advanced features for managing brokered shipments and creating a division for your brokerage company. Here’s how to set up and use these features.
Enabling and Setting Up Divisions
Enable Divisions Setting
Navigate to App Settings
Go to Settings from the side navigation menu
Click on App Settings
Enable Divisions
Click on the Organization tab
Enable the Divisions setting
This will allow you to create a new division for your brokerage company and bill directly from that division when invoicing
Note: Enabling and using divisions is a Pro-Tier feature and may incur additional charges.
Create a New Division
Navigate to Companies Page
From the side navigation menu, click on Companies
Add a New Division
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
Set Up Invoice Settings for the Division
Navigate to Invoicing and Accounting Settings
Go back to Settings > App Settings
Open the Invoicing and Accounting tab
Adjust Division Settings
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
Creating and Managing Brokered Trips
Create a Brokered Trip
Start a New Load
Click on + New Load from the side navigation menu
Select Division
A Division will be available at the top of the new order page
Select the brokerage division responsible for this shipment from the drop-down menu
Enable Brokered trip
In the Dispatch section, you will see a new toggle called Brokered Trip
Enable this toggle if the freight is brokered
Enter Payable amount
Once Broker trip is enabled, a Payable amount field will appear in the dispatch section
Enter the amount payable to the carrier
Select carrier
Make sure the correct carrier is selected for the trip you are brokering out
Create the Order
Once all information is entered, click Create order
Generate Rate Confirmation
Open trip details
After creating the order, click on the Trip tab to open the trip details overlay
Generate rate confirmation
Scroll down to the Generate Documents section
Click on Generate next to the Rate Confirmation document option
Preview and Manage Rate Confirmation
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