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Carrier Tools Web Portal Setup Procedure
Article ID: 58
Last updated: 30 Oct, 2019
Carrier Tools Web Portal
Overview
Carrier Tools provide a web portal for your carriers to access for bidding on loads, as well as posting available equipment. Management tools are provided in FreightWare to send invitations to the carriers, link new registered users to the correct FreightWare carrier, and disable or delete any unwanted users.
There are 2 methods of registration. 1) User is sent an invitation by email with a link that will take them directly to the registration page and link them to the correct FreightWare carrier. 2) Users register directly into the web portal without an invitation. In this case, the FreightWare Management tools must be used to link the new user to the correct FreightWare carrier. In either case, an email is issued to a predetermined email address as notification of the new registered user.
Website Configuration
After the website is established, aside from the connection settings, the following settings must be set in the website configuration file:
SiteAddress - This is the base site address (ex: http://ct.freightware.net)
bidRecipient - This is the email address where user bids will be sent. (Note: this should be a distribution list, even if only one name so it is managed at the email server level.)
NewUserRecipient - This is the email address where notifications of new registrants.
FromAddress - This will be the "From" email address on any emails sent. (i.e. support@freightware.net)
ReplyAddress - This will be the "Reply" email address on any emails sent. (i.e. noreply@freightware.net)
smtp - These are the host, port, userID, and password for the mail server account that will be sending the emails.
SQL Server Configuration
Database Email - Setup a profile (to be referenced below) with the necessary email settings.
Database security - Setup a database level security login to match credentials used in web configuration connection strings
FreightWare Configuration
1) The following parameters must be set up in the Setup > Change Security Profile > Custom Fields (any one user)
CarrierBaseSite - Same entry as SiteAddress above
CarrierDBMail - Name of SQL Server Database Mail profile to be used to send the email from FreightWare
CarrierInviteSubject - This overrides the default subject line when invitations are sent to carrier contacts
CarrierEmailBCC - Enter an email address that will be BCC'd when single invitations are sent to carrier contacts
LoadBroadcastSubject - This is a prefix to the "Load Alert! <origin> to <destination>" so your company name can be in the subject line. (i.e. Artronix Transportation Load Alert! Chicago, IL to Los Angeles, CA)
2) Select Files > Equipment Types from the main menu to flag the DAT Type to each of your equipment types. If the equipment type does not have a DAT Type selected, it will not be available to be displayed on the web or broadcasted by email.
- See below for a complete list of DAT equipment type codes.
3) Select Setup > Change Company Information > Switches - Set switch EMailNotifyLoads
4) Select Setup > Change Company Information > Messages tab - These are the html templates for the email messages. To edit these templates, the html code should be copied and pasted into another html editor. Google search html online editor free to find an editor.)
- Select CarrierInvitation - Click on the <html> tag on the top panel and the full html template will appear in the bottom panel. Click Edit at the bottom to edit the template. Select the entire bottom panel of code and paste into your html editor. Replace the html code in the bottom panel with your edited version.
- Select LoadBroadcast - Same instructions as CarrierInvitation.
Procedure
Utilities > Load Board Management
- New Users - Users that "Register" without invitation require the following steps to activate
- The new user will be inactive and linked to a deactivated carrier (Deactivated users do not have access to the Load Board option)
- Select a new user on the left, and then a carrier on the right to match that new user to an existing carrier. Then click the Activate button to link the new user to the carrier.
- Manage Users - This is a list of registered, activated users.
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- Select a user then use the buttons down the middle to Lock out, Unlock, or delete an unwanted user.
- Send Invitations - Users that register from the link sent to them in an invitation will not appear in the New Users panel as they will already be linked to existing carrier and automatically activated.
- Select one or more recipients (hold down ctrl key when selecting more than one). Eligible recipients come from the Carrier Contacts tab, have a contact type of Dispatch, and have an email address. You may have multiple contacts for a single carrier.
Carrier Masterbill - Charges tab
On each Carrier Masterbill that you want to broadcast, select the Charges tab
- On the right side, select Post to Load Boards
- Select Email Notify
- Answer Yes to send load availability notification email
- Criteria for carriers that are selected to receive the load broadcast are as follows:
- The first routing stop state must exist in a zone the carrier covers.
- The last routing stop state must exist in a zone the carrier covers.
- The equipment type on the carrier master bill but exist in the list of equipment types for the carrier.
- The criteria for the selected carrier contacts to email are as follows:
- The contact must be of type Dispatch
- The contact must be a registered, active user
- The contact must not be locked out
- The contact must have the available load notification checkbox checked
- The load broadcast email will contain a specific link that will take them directly to the load bid page.
- Bids entered from the load bid page will be emailed to the address entered in the Website Configuration parameter called bidRecipient
- Once the load is covered, select Do Not Post to Load Boards to remove it from the web portal
DAT Equipment Types
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"Auto Carrier" "AC"
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"Container" "C"
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"Container, Insulated" "CI"
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"Container, Refrigerated" "CR"
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"Double Drop" "DD"
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"Drop Deck, Landoll" "LA"
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"Dump Trailer" "DT"
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"Flatbed" "F"
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"Flatbed, Air-Ride" "FA"
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"Flatbed, B-Train" "BT"
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"Flatbed, Double" "F2"
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"Flatbed, HazMat" "FZ"
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"Flatbed, Hotshot" "FH"
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"Flatbed, Maxi" "MX"
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"Flatbed w/Sides" "FS"
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"Flatbed w/Tarps" "FT"
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"Flatbed w/Team" "FM"
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"Flatbed or Step Deck" "FD"
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"Flatbed/Van/Reefer" "FR"
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"Hopper Bottom" "HB"
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"Lowboy" "LB"
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"Moving Van" "MV"
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"Pneumatic" "NU"
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"Power Only" "PO"
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"Reefer" "R"
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"Reefer, Air-Ride" "RA"
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"Reefer, Double" "R2"
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"Reefer, HazMat" "RZ"
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"Reefer, Intermodal" "RN"
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"Reefer, Logistics" "RL"
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"Reefer w/Team" "RM"
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"Removable Gooseneck" "RG"
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"Step Deck" "SD"
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"Stretch Trailer" "ST"
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"Tanker, Aluminum" "TA"
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"Tanker, Intermodal" "TN"
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"Tanker, Steel" "TS"
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"Truck and Trailer" "TT"
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"Van" "V"
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"Van, Air-Ride" "VA"
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"Van, Conestoga" "VS"
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"Van, Curtain" "VC"
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"Van, Double" "V2"
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"Van, HazMat" "VZ"
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"Van, Hotshot" "VH"
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"Van, Insulated" "VI"
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"Van, Intermodal" "VN"
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"Van, Lift-Gate" "VG"
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"Van, Logistics" "VL"
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"Van, Open-Top" "OT"
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"Van, Roller Bed" "VB"
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"Van, Triple" "V3"
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"Van, Vented" "VV"
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"Van w/Team" "VM"
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"Van or Flatbed w/Tarps" "VT"
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"Van or Flatbed" "VF"
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"Van or Reefer" "VR"
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"Insulated Van or Reefer" "IR"
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"Reefer or Vented Van" "RV"
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"Flatbed, w/Chains" "FC"
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"Reefer, w/Pallet Exchange" "RP"
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"Van, w/Blanket Wrap" "VW"
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"Lowboy or RGN" "LR"
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"Van, w/Pallet Exchange" "VP"
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"Step Deck or RGN" "SR"
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"Conveyor" "CV"
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"Flatbed, Over Dimension" "FO"
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"Lowboy, Over Dimension" "LO"
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"Conestoga" "CN"
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"Flatbed Conestoga" "FN"
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"Stepdeck Conestoga" "SN"
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"Straight Box Truck" "SB"
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DAT Geographic Zones
"New England" [Legacy code "Z0"] = CT,ME,MA,NH,NJ,RI,VT
"NorthEast" [Legacy code "Z1"] = DE,NY,PA
"Mid-Atlantic" [Legacy code "Z2"] = DC,MD,NC,SC,VA,WV
"SouthEast" [Legacy code "Z3"] = AL,FL,GA,MS,TN
"Mid-West" [Legacy code "Z4"] = IN,KY,MI,OH
"North Central" [Legacy code "Z5"] = IA,MN,MT,ND,SD,WI
"Central" [Legacy code "Z6"] = IL,KS,MO,NE
"South" [Legacy code "Z7"] = AR,LA,OK,TX
"Mountain" [Legacy code "Z8"] = AZ,CO,ID,NV,NM,UT,WY
"West" [Legacy code "Z9"] = AK,CA,HI,OR,WA
"Canada" [No Legacy code] = All of Canada / ON,PQ,NB,NF,NS,PE,AB,BC,MB,SK,NT,YT
"Central Canada" [Legacy code "ZC"] = ON,PQ
"Eastern Canada" [Legacy code "ZE"] = NB,NF,NS,PE
"Western Canada" [Legacy code "ZW"] = AB,BC,MB,SK,NT,YT
"Mexico" [Legacy code "ZM"] = All of Mexico / AG,BJ,BS,CH,CI,CL,CP,CU,DF,DG,EM,GJ,GR,HG,JA,MH, MR,NA,NL,OA,PU,QA,QR,SI,SL,SO,TA,TL,TM,VL,YC,ZT
"Northern Mexico" [Legacy code "ZB"] = Mexican US Border States / BJ,BS,CL,CU,NL,SO,TM
Article ID: 58
Last updated: 30 Oct, 2019
Revision: 3
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