We know there are some cases where a load needs to be Asset or Brokerage based on business needs or customer needs.
You can set loads to always be recommended on Asset or Brokerage based on any combination of the following attributes:
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Shipper ID
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Origin
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Destination
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Equipment Type
Create an Assignment Rule
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In any tab, click the three dots at the end of the row for the load that has attributes you want to utilize to quick create a rule
2. Use the drop downs to select which attributes should be true for the rule. These are pre-populated based on what the attribute's value is for the load you used to create the rule from. Then select if loads with these attributes should always be on asset or brokerage.
3. Click Save. A modal will pop up confirming your rule has been saved and give you the option to view your rules.
You can also always view your existing rules by navigating to List of Rules at the top of the page
This will take you to a modal that shows you all the rules that have been created. You can toggle them off temporarily or delete them permanently.