How to Set Up and Apply Rate Sheets for Third-Party Carriers?

Step 1: Setting Up Carrier Pay Templates

1. Go to the Carriers section on your left navigation menu.
2. Select an existing carrier (or click + Add Carrier to create a new one) to open its details page.
   
   
3. Click on the Carrier Pay tab.
4. Click Create New Carrier Pay Item (or Apply Existing Carrier Pay Item).
   
   
5. Configure your item: select Flat fee for Mode, Trip Pay for Model, and Always Apply.
   
   📌 Note: Click here if you want the tutorial on How to set up payment items first   
    📹 VIDEO TUTORIAL 📹
6. At the bottom of the window, the selected carrier is automatically assigned by default 
7. Click Save to complete the template setup.

Step 2: Creating Driver Pay Items for Carriers in Accounting

1. Go to the Accounting section on your left navigation menu.
2. Select Driver Pay Manager from the top sub-menu bar.
3. Click on the Create New Driver Pay Item button on the top right.
   
   
4. Fill in the item details (Account Item, Description, Mode, Model, and Rates application).
5. In the Third Party Carriers field at the bottom of the pop-up window, select the specific carriers you want to assign this item to.
   
   
6. Click Save.

Step 3: Assigning Payment Items to Loads & Trips

There are 2 paths to apply a Third Party Carrier rate sheet:

Path 1: From the Load 

1. Go to Dispatch and open your load (or create a new one).
2. Go to Step 4 of the load assignment screen.
3. Toggle the assignment type to Third Party Carrier and select your Carrier Name from the drop-down menu.
4. In the Payment Items section below, click to add a new row based on a pay item template.
   
   
5. In the pop-up window, select your desired item from the template list (only templates assigned to that specific carrier will display).
   
   
6. The system will automatically display your selected Driver Pay Item in the payment table.
   
   
7. Click Save & Close.
   

    

Path 2: From the Trip 

1. Go to Dispatch and click directly on the specific Trip Number to open the trip assignment details.
2. Ensure the trip is assigned to Third Party Carrier and select your Carrier Name
3. Under the Payment Items section, click to add a new row based on a pay item template.
   
   
4. Select your desired item from the carrier's assigned template list 
   
   
5. Click Save Changes at the bottom of the Trip view.

By following these steps, you can seamlessly automate and customize carrier rate sheets across your operations.

For any further assistance, contact our support team at help@truckpedia.io.