ForzaOKB

Step 3.4 — Shipper Rate Confirmation (If Required)

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Step 3.4 — Shipper Rate Confirmation (If Required)

Previous step: Step 3.3 — Carrier Rate Confirmation Next step: Step 3.5 — Dispatch, Pickup, and Tracking Activation

Note

This step is Shipper-specific — not universal. Some Shippers require a rate confirmation or load confirmation from Forza before freight moves; many do not.

🎯 Ideal State

Trigger: Shipper requires a rate confirmation per their profile configuration from Step 1.6.

What It Contains:

  • Forza company name and contact info
  • Shipper company name
  • Load number and Shipper reference numbers
  • Origin and destination details
  • Shipper rate and service terms

Sending method: Same as Step 3.3 — digital e-sign via EZ-Loader is preferred, with auto-filing of signed copies. Manual is fallback.

Per-Shipper configuration: Whether a Shipper requires a rate confirmation is captured in the Shipper profile during onboarding (Step 1.6). James, Jen know at load build whether this is required without having to ask.

Owner: James, Jen (Operations).

🤖 SYSTEM AUTOMATION:

Same as Step 3.3 — digital e-sign auto-generates, auto-sends, auto-files. Manual is exception path. Whether this step fires at all is driven by the Shipper’s profile configuration.

🛑 HARD GATE:

If the Shipper requires a rate confirmation, a signed copy should be on file before dispatch. The Shipper’s receivables team may reject the invoice if the rate con is missing — making this a Shipper-relationship gate as much as a legal one.

📍 Current State

  • Shipper rate confirmations are not universally required — depends on the Shipper.
  • Ops handles sending when required. No universal policy or workflow.
  • Shipper-level “rate confirmation required” flag is not consistently captured in the Shipper profile.

🚧 Gap

  1. No per-Shipper “rate confirmation required” flag in the Shipper profile — Ops relies on memory or checks back through correspondence.
  2. No documented SOP for when to send Shipper rate cons.

🛠️ Gap Closure Actions

  • Add “rate confirmation required” to Shipper onboarding intake form (Step 1.1) and capture in Shipper profile Owner: Casey + Concetta | Effort: Low
  • Document the Shipper rate confirmation SOP Owner: Casey + James | Effort: Low
  • Audit current active Shippers for rate con requirement — update profiles Owner: Concetta + James | Effort: Low

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