Builder for McLeod

Build a McLeod order (LoadMaster or PowerBroker) through the McLeod API integration from a tender email: open the email, review the form, click Build Load. Nothing is created in McLeod until you click Build Load.

Before you start

Your McLeod 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.
• Your team is on the McLeod API integration, and the Drumkit user in McLeod has permission to see and create orders, movements and stops. A missing permission is a common reason builds fail.
• Your dropdown lists (order types, transport types, commodities, revenue codes, reference qualifiers) have been shared with Drumkit. The form shows your company's own lists, so values match McLeod exactly.

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 McLeod form has these sections:

Customer

• Name: search your McLeod customers
• Ref #/ BOL: the bill of lading or main reference
• PO #: the customer's PO

Specs

The dropdowns here are your company's own McLeod lists.

• Mode, Order Type, Transport Type: how the order is set up in McLeod
• Commodity: from your commodity list
• Pieces, Weight, Pallet Count, Pallets Required: load totals
• Distance: miles
• Planning Comment: a comment for planning

Rates

• Rate Type and Rating Units: for example flat or per mile. A weight-based rate needs the weight filled in
• Line Haul Rate / Line Haul Charge: the customer charge
• Revenue Code, Collection Method, Salesperson 1: from your McLeod lists

Route

Pickup and Consignee, plus any stops you add.

• Location: search by name, address or city
• Contact Information: Contact Person and Phone
• Reference Numbers: PO # and other references for the stop
• Appointment Required?, Appointment Start Time, Appointment End Time: when the stop has an appointment
• Add Stop (beta): add stops in between by hand (they show as Stop 2, Stop 3 and so on). Multi-stop is in beta and Kit doesn't fill extra stops yet

When you open a built load later (the Active view), the same form also shows Carrier and Operator. Operator appears only if your team has it turned on.

3. Check your locations

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

If the pickup doesn't match a McLeod location, you'll see Submitting will create a new pickup location in McLeod for: followed by the address. If you know it exists, search by address and pick it instead.

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 Load ID #: and a copy button. Paste the number wherever you track the load, or look it up in McLeod.

What's different in McLeod

• Dropdowns show your company's own McLeod lists, so they differ from one McLeod customer to the next.
• Times: Drumkit shows each stop in that stop's own time zone, and the zone is in the label (for example Appointment Start Time (EDT)). If your McLeod screens show times in a different zone, a stop can look shifted by the difference. It's the same moment. See Times look shifted in my TMS.
• Add Stop (beta) lets you add stops in between by hand.
• Carrier and Operator are set after the order is built, from the Active view.

Errors you might see

Message	What it means	What to do
Please provide at least a pickup and a consignee.	The Route is missing a stop.	Fill in both stops.
Missing weight / Required for weight-based rate	The rate is weight-based and the weight is empty.	Enter the weight in Specs or change the Rating Units.
Failed to create load.	McLeod didn't accept the order. Often a permission or a dropdown value McLeod doesn't recognize.	Check the dropdown values, then send the email to support@drumkit.ai so we can check permissions.
(Carrier) is not qualified for this load.	When editing a built order, the carrier you picked isn't qualified in McLeod.	Pick a qualified carrier, or qualify it in McLeod first.
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