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Using Load Boards

Last Updated: May 24, 2018 12:50PM PDT

Load Boards are an essential tool for many brokers, and Tailwind provides integration with the most popular boards, allowing you to easily post a Quote or Order to whichever boards you prefer.

 

Configuring Your Load Board Details

Before you can make use of the integrated posting, you will have to configure your Load Board details. To do so, click on the at the top right of the page, and select ‘Configuration.’ Then click on the ‘Integrations’ header and select ‘Load Boards.’

You should now see a list of any existing Load Board Credentials that are set up for your account; if this is your first time setting up Load Boards, the list will likely be empty! To add a new board, click the ‘Add Load Board’ button.

 

This will bring up a ‘Create Posting Site’ page. Select the site where you have an account and enter the account details. Then click ‘Create’ to finalize the new board.

 

Mapping Equipment Types

Once you have created an entry for the Load Board, you will automatically be taken to the ‘Posting Site’ details page for that board. From here, you can start mapping Equipment types between Tailwind and the Load Board.

(If you are coming back to do this later, you will need to open the individual Load Board entry by navigating to Configuration -> Integration -> Load Boards and clicking on the next to the board you want to map.)

At a minimum, you will need to set up a basic mapping (Van or Flatdeck), since you will not be able to post a load at all without something in the equipment field. However, if you regularly advertise loads with specific equipment requirements, you will also want to create those mappings now.

 

To create a new mapping, click the ‘Add Mapping’ button. You will then be prompted to select which Load Board-specific equipment type you want to map to. Use the drop-down to select the equipment type. Once you do so, all the available Tailwind-specific equipment types will appear below, with a ‘Link’ button next to each item.

 

Clicking the ‘Link’ button next to an equipment type will create a mapping between that type and the Load Board equipment option you selected earlier. It will also cause the equipment type to disappear: don’t worry, that means it worked! You can link multiple Tailwind equipment types to a single Load Board type, which can be useful if the Load Board does not support the same level of detail you use internally, e.g. trailer lengths.

Once you are done mapping a Load Board equipment type, you can use the ‘Go Back’ button to go back to the previous screen, and repeat the process (if necessary) with another equipment type.

You will need to go through this Equipment Mapping step for each individual Load Board integration, since they all have their own specific Equipment lists.

 

Posting a Quote/Order

Once you have created mappings for the types of equipment you are likely to be using, you are now set up to post to the Load Board.

 

Posting to a Load Board is a straightforward process. Both Quotes and Order records include a button labelled ‘Post to Load Board’ at the top of the page – clicking this button will automatically post the related shipments to your Load Board.

 

Removing Load Board Postings

When an Order has been posted to a Load Board, the ‘Post to Load Board’ button is replaced by a ‘Remove From Load Board’ button. As you might expect, clicking on this button will remove the related posting.

 

Changed the Details? – Remove and Repost

If you update the details on a Quote or Order that had previously been posted to a Load Board, the posting will NOT update automatically: you will need to click to ‘Remove From Load Board’ and then re-post with the new details.

 

Related Articles

When responses start coming in regarding your Posting, you may want to update the related Quote, or track different carrier rates.

If you get a response from a new Carrier, you might need to add them to your Vendor list.

Once everything is finalized, it may be time to convert your Quote into an Order, or even dispatch your existing Order.

 

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