Reorder the Strategy List

Overview

The order of the strategies attached to a contract is significant. Strategies lower in the list with the same Transportation Mode and Rate Type as higher strategies will not return a rate if a higher, equivalent strategy has already returned a rate. As such, narrower and more specific strategies should be placed towards the top of the list of strategies, while generalized and broader strategies should be kept towards the bottom. For example, if a contract has two strategies that contain mileage rates for truckloads, the strategy that lists rates for shipments from Michigan to Texas should be above one that is for shipments from any state to any state or it would never be checked.

Process

To Reorder the Strategy List:

  1. Search for a contract. See Search for a Contract for details.
  2. Open the contract to be updated.
  3. Click Strategies.
  4. Select the strategy to be moved.
  5. Click the Up Arrow to move the strategy higher in the list or the Down Arrow to move it lower.

Result

The strategy list is reordered. Changes are saved automatically.