LiveQuote User Guide

LiveQuote User Guide

LiveQuote Overview Video


Configure LiveQuote
DAT
DAT RateView Contact information -  trevor.jones@dat.com   techsupportteamleads@dat.com  
1.Setup Connexion with DAT
2.Setup Organization API credential, must give DAT a unique email - example rtrapi@abclogistics.com ,  provide bitfreighter with password once link has been setup to your organizations API credentials. 
      This is not the password to the email. The password will come to the email inbox. 
3.Provide Bitfreighter with Rateview Username.

Blujay - Bitfreighter will configure the API integration with the Blujay integration team.
OTM - Bitfreighter will configure the API integration with the OTM integration team. 

Summary:
  1. Adding Users  
  2. Adding Customers
  3. Index Page
  4. Shipper Profile
  5. Rules Engine
  6. DAT 
  7. Truck Rates
  8. Lane Capacity
  9. Customer Rates
  10. Rules Engine 

1. Adding Users

      a. First have user enter their gmail account into app.bitfreighter.com, will receive an access denied. 
      b. Grant access - Admin needs to navigate to the settings button (TOP RIGHT) and add the users google email.

2. Index Page

      The index page shows you who and what you are quoting in real-time. 
      Click on the info button to see how LQ used your decision tree to mark up your quote
             a. Real-time rating quotes WON , works either with bitfreighter EDI connection or with our API to your TMS
            b. Real-time rating quotes,  shows you all request from all of your shippers via API      

3. Set up a new shipper profile

      a. Request the e2open/blujay shipper enable your SCAC for RTR API in Blujay
      b. Confirm their DUNS Number
      c. Create shipper profile in LiveQuote
      d. Create capacity daily quote limits for each "tier". Shipper Tier, Equipment Tier, Lane Tier,
      e. Dont create capacity for equipment types that you wish not to quote
      f. Confirm if the shipper wants fuel taken out? 
      g. Update fuel weekly
      h. Opt Out- you can opt out of quoting pick up and delivery states when setting up your shipper profile
      

4. DAT + Credentials 

      a. This should be pre-configured by BF Dev team
      b. Set how often the system should renew your DAT rates

5. Truck Rates


      a.Truck Rates will all default to the DAT Rateview or Greenscreens API integration. They will update as often as you set them to in the DAT credentials settings.
      b. Truck Rates are pulling DATs smallest amount of time and radius to get the most accurate pricing and scaling out. 
      c. Truck Rates for Greenscreens looks at either the Network Rate or the Lane History rate based on the value entered into the system.

6. Lane Capacity


      a. Lane capacity can be lowered but not raised from the shipper profile lane capacity set as the default 
      b. Lane capacity is based on daily lane capacity on any O/D pair.
      c. Lane capacity is based on pick-up appt and day. 
      d. Once you hit the capacity for the given daily lane capacity it will stop quoting. 

 7.Customer Rates 

      a. Customer rate use your all in rate to quote the customer and disregards the truck rates, and markup engine

8.Rules Engine

    



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