The article explains how Carrier Reps are automatically assigned to truckload shipments. It also covers how commissions are tied to Carrier Reps and how to manage them.
Assigning a Carrier Rep
• By Adding a Carrier
When a linehaul carrier is added or modified in the linehaul transit leg, the system automatically assigns the individual who made the update as the Carrier Rep. The reference number reflects this change.
• From the LSP Carrier Profile
Assign a Carrier Rep directly to each carrier in the LSP profile. This ensures consistency regardless of who selects the carrier.
• Using the “Book Now” Option
When a shipment is submitted using “Book Now” (e.g., through Parade, Newtrul, Cargo Chief, Smart Capacity or Truckstop), the user who creates the shipment becomes the Carrier Rep.
Carrier Rep Commissions
• Add Carrier Rep Commissions Setting
When enabled, a commission record is created for the Carrier Rep, either based on the profile or the user who selected the carrier.
• Setting a Default Commission
You can define a default commission structure per Carrier Rep from the LSP Staff profile.
- When a shipment with an existing carrier is duplicated, the system automatically designates the individual who created the shipment as the sales representative.
- In reporting, the system identifies carrier representatives as sales representatives; however, it does not differentiate between the two roles in the reporting data.
Deleting a Carrier Rep
When a carrier is removed or changed—either manually or through automation—the system updates or clears the Carrier Rep and associated commission record accordingly. The shipment’s reference number is also updated to reflect this change. You can view commission details by selecting Commissions from the Tools dropdown within a shipment.
