What is it❓

The EDI Tender Auto-Acceptance function is a feature that automates the process of accepting load tenders received via EDI. It is specifically designed to streamline the logistics workflow by automatically processing tender requests without requiring manual intervention.

The feature is helpful for dealing with a high volume of tenders, leading to time savings, increased productivity, and improved customer satisfaction.

How it is used❗

To view the Auto-Acceptance toggle on the Company Details page, the company must have an active integration in place. To ensure this:

1. Navigate to the management profile.
2. Locate the desired customer under EDI & Visibility.
3. Verify that the integration is active.

After that, the toggle will appear on the Company Details page, but it cannot be enabled until a default fleet is selected (if there is at least one active fleet).

A "Default Fleet" field can be set up on the Company Details page and after chosen from a suggested list. The auto-acceptance toggle can be turned on or off based on whether a default fleet is set.

Once the auto-accept tender is turned ON, tenders will be automatically accepted.

Automated Acceptance Errors 🚫

Acceptance Criteria:

• Tenders with lane-defined auto-acceptance will be automatically imported and used to build loads, unlimited list of zip to zip matches for auto acceptance validation.
• If a location is unknown, the user will be prompted to select a location or company profile before dispatching.
• Tenders that do not meet the lane-defined auto-acceptance criteria will remain on the Tenders board for manual review.