Load Building

Load Building Process

Overview

This workflow assists with creating new loads from customer tenders and prepares them for carrier assignment.

Process Steps

1. Tender Receipt

• Parse incoming tender emails and EDI transmissions
• Extract load details (origin, destination, dates, requirements)
• Validate required information completeness

2. Rate Analysis

• Calculate estimated cost based on historical lane data
• Compare against customer contracted rates
• Flag margin opportunities or concerns

3. Load Creation

• Create load record in TMS with validated details
• Set appropriate equipment requirements
• Configure pickup and delivery appointments
• Assign internal reference numbers

4. Requirement Validation

• Verify shipper/consignee facility details
• Confirm commodity classification
• Check for special handling requirements
• Validate insurance and compliance needs

5. Ready for Assignment

• Move load to carrier selection queue
• Set priority based on pickup urgency
• Alert appropriate team for high-value loads

Validation Checks

• Complete address information with ZIP codes
• Valid pickup and delivery date ranges
• Equipment type matches commodity
• Weight within legal limits

Escalation Rules

• Escalate incomplete tenders for customer clarification
• Flag loads with unusual requirements for manual review
• Alert pricing team for new lanes without rate history