Set the Operational Routing Guide

Overview

When Should I Set the Operational Routing Guide?

The Operational Routing Guide should be set whenever a customer has certain settings that can be designated by region.

Process

To Set the Operational Routing Guide:

  1. Click the wrench at the applicable level of the Customer Hierarchy. See Access the Customer Hierarchy.
  2. Click Operational Routing Guide.

  1. Click Add New Record.

The edit screen opens. Only the origin or destination are required. All other input fields are optional.

  1. Enter the Origin region. Click Add when finished.
  2. Enter the Destination region. Click Add when finished.
  3. Enter the responsible party information. See Set Responsible Party, Responsible Party Location, and Shipment Action for more information.
  4. Enter the carrier and hub information. See Assign Hub and Carrier for more information.
  5. Select the Equipment Type. See Assign or Edit Equipment Type for more information.
  6. Select the Service. See Assign a Team or Solo Transit for more information.
  7. Select the Transportation Mode, Shipment Type, Service Charge, and Tender View. See Set Transportation Mode, Shipment Type, and Service Charge for more information.
  8. Select the Payor Term. See Set Default Payor Terms for more information.
  9. Select BOL Third Party if ProTrans should not be listed as the Care Of party on Optimiz-generated bills of lading.
  10. Enter Customer Name to Display for C/O instead of ProTrans when BOL Third Party is selected, if needed.
  11. Select Save Guide to save changes or Cancel Changes to exit without saving.

Result

The Operational Routing Guide is saved.