Upload a New Customer Bid File Upload a New Customer Bid File

Upload a New Customer Bid File

  1. Select the Bids Manager icon from the left navigation menu

2. Select Upload Bids in the top right-hand corner

3. Enter basic bid details:

  • Bid configuration name: The bid will be saved under this name

  • Start date: Start date of the bid rate

  • End date: End date of the bid rate

  • New or existing business: Denotes if the carrier has worked with the shipper before, or if this is a completely new business

    • If a new business is selected, select a “Reference shipper” with a similar business, or “All shippers”, which will base the loads generated off all loads on the lane. The user will also have to enter a name for the new shipper.

    • If an existing business is selected, the user will need to choose the shipper from the list of all shippers

4. Upload bid data from a spreadsheet file, or manually enter the data within the provided table.

5. Select the sheet that contains the lane data

6. Select the row within the sheet that contains the header data for the file

7. Assign relevant columns to the corresponding data.

  • Optimal Dynamics requires that the following columns be populated:

    • Origin: 5-digit zip code of the lane origin

    • Destination: 5-digit zip code of the lane destination

    • Load volume: The estimated number of loads on the lane

    • Load volume type: Indicates whether the volume provided is by year, week, or month

    • Mileage: Number of miles between origin and destination. If this is left blank, we will automatically calculate it.

8. Review the imported data, and resolve any data issues. You can also discard any rows with data issues to complete the upload.