Routing Guide
The Routing Guide is where you can create routing guide rules that specify shipping criteria and preferred carriers. The routing guide rules are then applied when rates are fetched for your shipments.
Before we jump into creating routing guide rules, let's quickly go over where your routing guide rules are stored and how to search for them.
The Routing Guide page is where you can view and create your routing guide rules.
On the Routing Guide page, select a routing guide rule name to view it.
Search for a routing guide rule
On the Routing Guide page, you can search for a specific routing guide using the Search box.
In the top right corner of the Routing Guide page, select Add Routing Guide Rule.
Enter the routing guide rule information and select Create > Save. See the "Add Routing Guide Rule Field Descriptions" below for more information about the routing guide fields.
Add Routing Guide Rule Field Descriptions
Section and Field | Description |
|---|---|
Details | |
Name | A name that best describes the routing guide rule. For example, you want to create a routing guide rule for a specific lane for inbound shipments from South Carolina to Georgia. You can name the routing guide: SC to GA. |
Priority | Enter a number to set the routing guide rule's priority of consideration with rates compared to other routing guide rules. For example, if you set the priority to 1, then the routing guide rule will be applied first when Corsair fetches the carrier rates. |
Sort Method | Set the sort method so that when Corsair fetches the carrier rate, it displays them sorted by either the cost or the transit time. There are several methods for determining the transit time for LTL:
NoteIn routing guide rules, preferred carriers take priority over the sort method. So, the sort method you select will be overridden if you add preferred carriers. See the Preferred Carriers section below for more information. |
Shipment Criteria | Filter, Operator, and Value You can set the routing guide rule to match the following shipment criteria categories: Filter, Operator, and Value.
For example, here's how to set the shipment criteria for fetching rates only for shipments with an Outbound direction.  So, this shipment criteria line states: Direction equals Outbound. But what if you want more than one shipment criteria line? No problem. Select  Continuing this example, you can add another shipment criteria line to include shipments with an origin of Test Shipping Point #1.  So, this shipment criteria line states: Origin equals Test Shipping Point #1. NoteA routing guide rule can contain only one Origin. Up to this point, your routing guide rule is set for fetching carrier rates only for shipments with an Outbound direction and an origin of Test Shipping Point #1.  For this example, we'll stop at two shipment criteria lines. But you have the option to continue adding more shipment criteria lines if you want. Corsair will consider the shipment criteria lines you have when determining rates for shipments, but it does so according to the Match Type you selected. Match Type The Match Type has the following two options: Any and All. NoteAll is always selected by default. So, how do the Match Type options work? Let's start simple. Using our example scenario above, when you have only one shipment criteria line, the Match Type can just remain the default All because there is only one shipment criteria line for Corsair to consider.  But once you add a second shipment criteria line, as we did in our example scenario above, you can select either of the following:
You can use the Match Type and shipment criteria combinations to create more complex scenarios. For example, you can create one or more subsets of shipment criteria. Select  |
Preferred Quote Filters | These filters enable you to set additional criteria for the routing guide rule. NoteThe options in this section function exactly as in the Shipment Criteria section above. |
Preferred Carriers | You can set auto actions for Corsair to assign a carrier automatically or tender a carrier automatically (auto-tender). |
Auto Action Type | In the Auto Action Type drop-down list, select one of the following:
NoteWhen creating a new order, you can skip auto tendering for that order. See the Skip Auto Tendering For This Order entry in the New Order Field Descriptions table on the Create an Order page for more information. |
Add Carrier | Select Add Carrier to add one or multiple carriers. Use the blue arrows to arrange the priority of rating for the carriers.  The priority flows down from the top. In the image below, R&L Carriers (RLCA) is the top carrier in priority, so its rates will display first.  NoteBe aware that if you add preferred carriers, their order will override the sort method that you set earlier at the top of the page. For example, if you selected to sort by cost, the rates for the preferred carriers will display first regardless of cost. |
Excluded Carriers | Optionally exclude specific carriers from the routing guide rule. |
Carriers | NoteCorsair will still fetch and display the rates for excluded carriers for you to view. |
Effective and Expiration Dates | Optionally set an effective and expiration date for the routing guide rule. Otherwise, the routing guide rule is effective with no expiration as soon as you create it. |
Effective Date | The effective date for the routing guide rule. |
Expiration Date | The expiration date for the routing guide rule. |
If you want to create a new routing guide, and all or most of its information will be the same as a current routing guide, you can clone the current routing guide. Cloning is a convenient way to avoid entering the same routing guide information multiple times.
On the Routing Guide page, select Clone next to the routing guide you want to clone.
On the clone page, you can edit any information you want.
Select Create.