Add General Details

Use the General section to enter the Request ID, Responsible Party, Responsible Party Location, and other information for the load.

To Add General Details:

Select to select a One Time Load. See Access One Time Load Entry for details.
Add Shipment information and manage the segments (Generate or Manage Segments Overview).
In the Load Details section, click Edit Details.
Type the Request ID. This is generally the authorization identifier from the customer for this load.
Search for and select the Responsible Party. This is the Bill To entity that the carrier is sending an invoice to for services rendered.
Search for and select the Responsible Party Location. The name of the Bill to, to specify the account from which the payment party will deduct charges. For larger 3PL accounts, the Responsible Party is often different than the Responsible Party Location.
Select the Equipment Type from the drop-down list. The type of equipment that will be used to haul the load or shipment.
Select the Auto Approve check box, if this load or shipment does not need to be sent to Planning Management for further review by a Supply Chain Manager.
Select the Hot check box, if this shipment or load requires urgency. Note, that this is not the same as Expedite (Expedite a Load).
If the intended carrier does not need to be notified with a tender request, select Suppress Tender Communication. If selected, Optimiz will not send tender information to the carrier by email.