Brokerage SOP

Load Tender and Rate Confirmation

Make sure every load is tendered in writing with complete, accurate terms.

Scope
All brokered loads.
Responsible
Carrier Sales Representative
Version
1.0 · not yet reviewed by the academy

Procedure

  1. Confirm the carrier is approved in the carrier file before discussing a rate.
  2. Agree the linehaul rate and any accessorials (detention, layover, TONU, lumper) and how they are documented.
  3. Issue the rate confirmation with: pickup and delivery details, reference numbers, equipment, commodity, weight, rate, payment terms and special instructions.
  4. Receive the signed rate confirmation before the truck is dispatched.
  5. Attach the rate confirmation to the load record in the TMS.
More Brokerage SOPs
Carrier Onboarding and VerificationFreight Quoting

Practise it

Apply these procedures in the simulators — dispatch workflow, carrier verification, cross-border and the TMS sandbox.

Open the simulators →