Builder for MercuryGate

Build a MercuryGate load from a tender email: open the email, review the form, click Build Load. Nothing is created in MercuryGate until you click Build Load.

Before you start

Your MercuryGate admin and your Drumkit admin set these up once. If Builder isn't showing for you, it's usually one of these.

• Load Building is turned on for you in Drumkit. Ask your Drumkit admin if you don't see the Load Building tab.
• You're in the group of users your team turned Builder on for. Builder can be turned on for some users and not others, so ask your Drumkit admin if you don't see it.
• Drumkit is connected to MercuryGate, and your customers have synced.
• Your team has agreed which customers to build for. Don't use Builder for customers who tender by EDI: those loads already come into MercuryGate, and building them again makes a duplicate.

Here's the kind of email we mean

1. Open the email and go to Load Building

Open the email and the Drumkit sidebar. In the New view, click the Load Building tab. If Kit found a load in the email, click its suggestion and the form fills in from the email and its attachments. Fields Kit filled in carry a small sparkle icon.

2. Check each section

Work top to bottom. Start with the customer, because the rest of the load hangs off it. The MercuryGate form has these sections:

Customer

Pick the customer first. Drumkit fills in the customer's details from MercuryGate.

• Name: search your MercuryGate customers by name

Route

Stops run in order, starting with a pickup and ending with a drop. Each stop opens to show its details.

• Name and address (ZIP, state): the stop's location. State must be a 2-letter code, like FL or ON
• Contact Information: Contact Person, Phone, Email
• Planned Start / Planned End: the pickup or delivery window
• Appointment Information: Appointment Start, Appointment End and Appointment Notes, when the stop has an appointment
• Add Pickup / Add Drop (beta): add more stops by hand. Multi-stop is in beta: Kit doesn't fill extra stops in yet, so add them yourself

Specs

• Equipment Type: from your MercuryGate list. Click Refresh equipment types if one is missing
• Items: each commodity: Description, Item ID, Pieces, Weight, UOM, NMFC Code, Freight Class, Length/Width/Height, Hazardous Materials, and which stop it's Picked At and Delivered To
• Load Summary (Auto-calculated): totals from the items, including Total Weight
• Special Instructions: driver-facing instructions that go to MercuryGate

Rates

Under Customer Rates:

• Payment Method: required
• Line Haul Rate or Rate Per Mile: Rate Per Mile works out the line haul from Total Miles × rate per mile. Drumkit looks up the miles once both stops are set
• FSC Rate, FSC Qualifier, Distance (miles): the fuel surcharge as a flat amount, per mile or a percentage
• Accessorials: each with a Service and an Amount. Click Refresh accessorials if one is missing
• Hazardous Material Amount: add it with Add Hazmat Amount when the load is hazmat
• Total Customer Rate: the total of the above

References

• Drumkit Quote Number: links the load to the quote you sent from Drumkit. It's AI-filled, so confirm or change it if you quoted more than one lane. Optional
• Customer Rep and Carrier Rep: pick from your MercuryGate users
• Trailer Length: optional
• Reference type and Value: add any other reference numbers. Every value needs a type

Notes

• Note: internal notes for the load

When you open a built load later (the Active view), the same form also shows Bill To. You can also cancel a built load from there with Cancel Load. Drumkit asks Cancel this load in MercuryGate? first, and it can't be undone from Drumkit.

3. Check your locations

Drumkit matches each stop to a location already in MercuryGate. When it finds one, it selects it and fills the address from that record, so the load points at your real location.

MercuryGate stops are typed in the Route section rather than picked from a location list, so check each address, ZIP and 2-letter state carefully.

4. Click Build Load

Click Build Load at the bottom of the form. If a required field is empty, Drumkit shows Invalid fields: with a list of what's missing and opens those sections for you. Fill them in and click Build Load again.

When the load is created you'll see Load Created 🎉 with BOL: and a copy button. Paste the number wherever you track the load, or look it up in MercuryGate.

Clicked Build Load again by mistake? Drumkit asks Submit Another Load? first. Click Yes, Create Another only if you really want a second load.

What's different in MercuryGate

• The success panel shows the BOL: number (with Copy BOL) rather than a Load ID.
• Stops live in one Route section. Add Pickup and Add Drop are in beta.
• Rate Per Mile works out the line haul from the miles between your stops.
• Drumkit Quote Number links the load to the quote you sent from Drumkit.
• You can cancel a built load from Drumkit with Cancel Load.
• If you see You're connected to the MercuryGate QA environment. at the top of the form, Drumkit is pointed at a MercuryGate test system and loads go there. Ask your Drumkit admin if you didn't expect it.

Errors you might see

Message	What it means	What to do
The first stop must be a pickup. / The last stop must be a drop.	The Route is out of order.	Reorder or change the stop types so the route starts with a pickup and ends with a drop.
At least one commodity with description, pieces and weight is required.	Specs has no complete item.	Fill in Description, Pieces and Weight for at least one item.
Assign a pickup and drop stop for this item.	An item doesn't say where it's picked up or delivered.	Set Picked At and Delivered To on the item.
Total miles are required for Rate Per Mile. Set complete pickup and delivery locations.	Drumkit can't work out the miles yet.	Finish both stop addresses, or switch to a flat Line Haul Rate.
Enter a valid US state or Canadian province code (e.g. FL, ON).	A stop's state isn't a 2-letter code.	Type the 2-letter code.
Accessorial service is required when an amount is set.	An accessorial has an amount but no service.	Pick the service, or clear the amount.
Missing reference type. / Reference value is required.	A reference row is half filled.	Pick a Reference type and enter a Value, or remove the row.
Payment method is required	Rates has no Payment Method.	Pick one in Rates.
Invalid fields: (then a list)	One or more required fields are empty or in the wrong format.	Fill in each field listed. Drumkit opens those sections for you.
Transport type is required. Select the equipment, then create the load.	The equipment field is empty.	Pick the equipment (or transport type) in the form and build again.

For every message Builder can show, see Builder error messages, explained.

FAQs

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Related

• How Builder works

• After you build: Load ID and already-built loads

• What Builder reads: attachments