Newly Connected to Broker

Overview

For newly connected accounts using PortPro’s Carrier Solution linked to a broker utilizing the Broker Solution, the following steps ensure proper configuration and workflow integration.

1. Access Tendered Loads

• New tenders appear under Customer Service → Tendered Loads → Broker Solution.

• Tender notification emails are sent to the email address provided to the broker.

  This email address can be updated if needed.

2. Assign Charge Code Labels

• Navigate to Settings → Accounting Configuration → Charge Codes.

• Assign a Charge Code Label to each charge code.

  • Labels provide brokers with context for each charge, especially if charge code naming differs between systems.

  • Any charge code labeled “Other” must include a description to clarify the purpose of the charge.

    Descriptions should be added to the charge profile on the tariff.

3. Configure Connect Settings

• Navigate to Settings → Connect Configuration to manage load data and document synchronization:

  • Choose whether to auto-accept changes from the broker for specific load fields and documents.

  • Enable Connect Notices on the Dispatcher Board to log all data exchanges.

Helpful Links:

• Load Info Sync Settings

• Document Sync Settings

Under Documents to Customer, verify that required broker documents (e.g., POD, TIR IN, TIR OUT) are listed.

4. Update Broker Profile in Organizations

• Go to Customers → Organizations.

• Locate the broker's organization profile.

  • Update payment terms.

  • Specify required documents for invoicing.