Creating and sending quotes has never been easier! Save time by using our Bulk Upload tool to create multiple quotes at once, as well as automatically send those quotes to specific network partners.
If you prefer a personal walk-through of this feature, please reach out to your account rep or customer service.
This article will cover:
- How to Access and Download the Bulk Upload Template
- Saving Time with Address Book Location IDs
- How to Send Bulk Upload Quotes to Partners
- How to Upload the Bulk Upload Template
- Viewing the Bulk Upload Results
1. How to Access and Download the Bulk Upload Template
- Click the blue Create+ button.
- Click Bulk Upload.
- Click DOWNLOAD TEMPLATE.
- The template will download as a Microsoft Excel file.
- Open and enter quote data within the Bulk Upload template. Please note: When bulk uploading LTL quotes, the My Role and Payment Directions columns are required to provide accurate automated LTL rates.
2. Use Address Book Location IDs to Save Time
Instead of typing out the entire origin or destination address, you can now use a Location ID from your Address Book!
- Open the Bulk Upload template.
- Navigate to your Address Book.
- Open the specific location you will be using within the bulk upload.
- Copy the Location ID located under the company name of the specific location.
- Paste the Location ID within the Origin Location ID (column N) or Destination Location ID (column AB).
3. How to Send Bulk Upload Quotes to Partners
For Emerge to send quotes to your partners, use the last two columns in the template.
- Notify All Partners: This runs off of a True or False statement. If you enter TRUE, Emerge will automatically send the quote to your entire partner network. If you want the quote to go only to select partners, enter FALSE.
- Notify Select Partners: This column uses Partner Tags to choose which partners receive the quote. For example: if you have previously tagged partners with "East Coast" you could enter that tag into the "Tags for Partners Notification" column to send quotes to those select partners.
Protip: Multiple tags can be used and must be separated by a comma. Please note tags in this column are based on an 'and' statement, not an 'or' statement. Therefore, if you were to enter "East Coast, Van", quotes will ONLY be sent to Network Partners previously tagged with 'East Coast' AND 'Van' tags.
4. How to Upload the Bulk Upload Template
- Save the completed template to your computer.
- Within the Emerge platform, click ADD DOCUMENT.
- Locate the completed template within your local files and click Open.
- Once template is uploaded, click SUBMIT.
5. Viewing the Bulk Upload Results
Once the document has been uploaded, you will receive an email from Emerge explaining if the quotes were uploaded successfully or if there are errors that need to be addressed.
Upon downloading and opening the results file, you will see three additional columns.
- Quote ID: If your quotes were successfully uploaded, you will see quote numbers in this column.
- Requests Sent: Shows the total amount of network partners who received the quote.
- Errors: This column contains a description of the error preventing the quote from being sent. Please reach out to customer support so we can provide further assistance.
Feel free to chat an Emerge Support Rep with any questions!