Summary
As a Shipper in Emerge Shipper TMS portal, you can customize your quotes to fit your business strategy. In our Quote Preferences page, you can configure the following:
- Bid Duration on Spot Quotes
- Auto Tender on Spot Quotes
- Dynamic Book it Now (DBIN) Preferences
- API and Bulk Upload Settings
- Auto Book Partners List (for Auto Tender and Book It Now)
How To Access Quote Preferences
- Log into the Emerge Shipper TMS portal
- Click on Settings via the gear icon (⚙) on the bottom left of the page
- Click on Quote Preferences
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Quote Preference Settings
Bid Duration on Spot Quotes
With Bid Durations on Spot Quotes, you can choose whether or not to give your Network Partners a set amount of time to bid on your quotes.
Enter the time frame in the Hours and Minutes fields that you would like to have be the default time frame for quotes with Bid Duration turned on.
Auto Tender on Spot Quotes
You can also toggle Auto Tender on Spot Quotes, which will automatically tender a quote to the lowest option at the end of the Bid Duration if the quote itself is not a Contract Lane with an associated Route Guide.
Enter the Minimum number of bids you would like to require to initiate a Spot Auto Tender.
Enter the Minimum threshold relative to Rate Pulse to determine when Auto Tender is initiated.
Enter the Minimum threshold relative to Rate Pulse to determine when Auto Tender is initiated.
You can set your preference to Bypass Rate Pulse Comparisons and initiate Auto Tender in cases where Rate Pulse is not available. Simply toggle to the button to to the enabled position
DYNAMIC BOOK IT NOW PREFERENCES
The DYNAMIC BOOK IT NOW PREFERENCES section allows you to set a default Book It Now Rate on Spot Quotes if you are connected to Emerge through an API connection.
Set a default range for Dynamic Book It Now on Spot Quotes using the Rate Pulse Estimate. Set your Starting and Ceiling Rates to control at what % under or over the Rate Pulse Estimate your rate will start and end. You can set the Starting Rate and the Ceiling Rate by moving the sliders on the Rate Pulse line, or, manually enter the amount in the fields below the Rate Pulse line
Set a default range for Dynamic Book It Now on Spot Quotes using the Rate Pulse Estimate. Set your Starting and Ceiling Rates to control at what % under or over the Rate Pulse Estimate your rate will start and end. You can set the Starting Rate and the Ceiling Rate by moving the sliders on the Rate Pulse line, or, manually enter the amount in the fields below the Rate Pulse line
API AND BULK LOAD SETTINGS
This setting allows you to set Dynamic BIN using the default starting and ceiling rates for API and Bulk Upload quotes.
Note: Bid duration must be enabled to use Dynamic Book It Now for API and Bulk Upload
AUTO BOOK PARTNERS LIST FOR AUTO TENDER AND DYNAMIC BOOK IT NOW
This setting allows you to define a list of Auto Book Network Partners to Auto Tender and allow Book It Now on your loads.
When enabled, the list of Auto Book Partners will have the Book It Now ability and will also be Auto Tendered. When the Auto Book Network Partners List functionality is toggled off, all of your Network Partners will be eligible to receive Auto Awards and use Book It Now when available.
For your Network Partners that are not Auto Book Partners, but you would like them to be, select the Network Partners from the Network Partners list and click the "ADD TO AUTO BOOK PARTNERS" button. This will move the Network Partner from the Network Partner list to the Auto Book Partners list.
You can remove a Network Partner from the Auto Book Partners list by selecting the Auto Book Partners and clicking the "REMOVE FROM AUTO BOOK PARTNERS" button. This will move the Network Partner form the Auto Book Partners list to the Network Partners list.
If you have a large list of Network Partners and/or Auto Book Partners, you can search for the Network Partner name.
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When you are done with your settings, click on the "Save" button in the bottom right of the page.
Once you save these settings, next time you build a Quote you will see the default Bid Duration Time automatically populated with the length of time you chose along with the ability to enable or disable the bid duration.
You will also see the ability to add All Network Partners and to Auto Tender.
You will also see the ability to add All Network Partners and to Auto Tender.
Once the quote is created and up for bidding, you will see the timer indicating the amount of time left until the bid auto-tenders to the lowest option. You will also notice a banner that shows that the Auto Tender function is on. Click TURN OFF AUTO TENDER to prevent the quote from Auto Tendering once the Bid Duration end.
The three statuses that appear on a quote with Bid Duration are Bidding Open, Bidding Ending Soon, and Accepting Late Bids. The Bidding Ending Soon status appears when there are 15 minutes left of the Bid Duration, and the Accepting Late Bids indicates that the bidding has closed, however carriers who were invited to bid on the quote can still submit a bid.
Once the Bid Duration is over and the quote is Auto Tendered, the quote will move into the Tenders tab until the Network Partner accepts the tender. You will also see the Auto Tendered icon below the load details.
