Brokerage Mode

Overview

The Brokerage Mode in the Dispatch Optimizer (D.O.) enables users to assign moves to Vendors classified as LMC (Licensed Motor Carrier) instead of internal drivers.

This mode introduces:

• Vendor-based assignment workflows

• A brokerage confirmation process

• Visibility into brokered loads once completed

Navigation Path

Easy Operations → Dispatch → Dispatch Optimizer

How to Enable Brokerage Mode

1. Open Dispatch Optimizer

2. Locate the Mode Select dropdown (top-right)

3. Left-click the dropdown

4. Select Brokerage

Understanding the Screen in Brokerage Mode

Vendor Panel (Left Side)

• Displays LMC vendors

• Shows:

  • Vendor ID (e.g., U05735)

  • Vendor Name

  • Assignment count indicator

Load Board (Center Grid)

Displays move details such as:

• Pro Number

• Origin and Destination

• Container Number and Size

• Order Status (Ready, Partial)

• Move Status (Loaded, Empty)

• Drop/Pick Type

Table settings and filters can be applied to this view just like in “Dispatch” Mode.

How to Broker a Move (or moves)

Step-by-Step

1. Ensure Brokerage Mode is selected

2. Select (left-click) a Vendor from the left panel

3. Select a Pro # from the load board using drag-and-drop and drop the move/pro on the selected Vendor

Move Brokerage Window

Once the move has been dropped on the selected Vendor, a Move Brokerage modal appears. (As below)

NOTE: The FSC % field can be updated or cleared if no FSC applies to the move(s). (As below)

If no P2P (Point to Point) Vendor rate exists for a displayed move, the Rate Table field will display Not Found. (As above)

If a P2P (Point to Point) Vendor rate does exist for a displayed move, the Rate Table toggle will show blue and in the righthand position with the rate populated in the Amount field. (As below)

NOTE: If displayed, users can left click on the Point to Point Pay link to navigate to the Point to Point (LP to LP) Pay screen if needed.

To OVERRIDE a Point to Point Pay amount, left click the applicable Rate Table toggle to the left position, then type the desired rate in the Amount. (As below)

LAST STEP:

✅ Toggle the Create? option on the move(s) you wish to broker (As above)
✅ Review all information carefully

1. Click Broker to complete the process

2. Click Cancel to abort the process

What Happens After Brokering

Once the brokerage process is completed:

• The move is assigned to the vendor

• The assignment appears under the vendor card in the Assigned tab

• The move displays:

  • Pro Number (e.g., 57-435623)

  • Route information (Origin → Destination)

  • Move indicators (e.g., D, L, E, A)

How Brokered Moves Appear on the Vendor Card

Under the selected Vendor:

Assigned Tab

• Displays all currently assigned moves

• Each move card includes:

  • Pro Number

  • Route (Origin → Destination)

  • Action buttons

Completed Tab

• Displays completed brokered moves

Unassigning a Move from a Vendor

There are two ways to unassign a brokered move:

Option 1: Drag and Drop

1. Click and hold the move card

2. Drag it from the Assigned tab

3. Drop it back into the list view

✅ The move is removed from the vendor

Option 2: Use Unassign Action

1. Select the move under the Vendor card

2. Click the Right Arrow (→) Unassign from Vendor action button

✅ The move is returned to the available load list

Key Notes

• Brokerage Mode is used when assigning freight to external/vendor capacity

• Vendor must be properly configured to support brokerage

• The brokerage process creates the formal vendor assignment record

• Assignment visibility shifts from internal resources to vendor-based cards

When to Use Brokerage Mode

Use Brokerage Mode when:

• Assigning moves to LMC vendors

• Managing outsourced/brokered freight

• Balancing capacity across vendor partners instead of internal fleet