Builder for 3G TMS

Build a 3G order from a tender email: open the email, review the form, click Build Load. Nothing is created in 3G until you click Build Load.

Before you start

Your 3G 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 your team in Drumkit. Ask your Drumkit admin if you don't see the Load Building tab.
• Drumkit is connected to your 3G account, and your customers and locations have synced.
• Each location you ship to has a time zone set in 3G. 3G won't accept an order whose pickup or delivery location is missing one.
• Your customers' required reference numbers (for example an SO number) are set up on the customer in 3G. Drumkit reads them and asks for them in the form.

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 3G form has these sections:

Customer

Search for the customer by name or address. Once a customer is picked, its address fills in from 3G.

• Name: search your 3G customers by name or address
• Ref #/ BOL: the bill of lading or main reference
• PO #: the customer's PO
• Required references: if this customer requires extra reference numbers in 3G (for example an SO number), each one appears here by name. Fill them all in, or 3G rejects the order
• + Add Another Reference Number: add any other reference: pick its Qualifier, then type the value

Specs

• Mode: the 3G mode, for example TL or LTL (the list comes from your 3G setup). Choosing LTL adds the Accessorials section
• Service Options: the 3G service level
• Equipment: the equipment type from your 3G list
• Pallets and Pieces: the handling-unit count and the piece count for the whole load
• Temperature: required when the equipment is refrigerated

Items

Click Add Item for each line on the order. At least one item is required.

• Description: pick a commodity from the customer's list or type one
• Freight Class and NMFC: needed for LTL
• Net Wt: the item's weight
• HU Count, HU Type and Piece Count: handling units (for example pallets) and pieces on them
• Length, Width, Height: dimensions. Drumkit works out Cubic Feet and Density (PCF)

Accessorials

Shows only when Mode is LTL. Pick the accessorials the shipment needs from Select accessorials...

Pickup and Consignee

One section each.

• Name: search your 3G locations
• Pickup Appt Required / Del Appt Required: whether the stop needs an appointment
• Pickup Date / Delivery Date: from the email
• Working hours: the location's hours from 3G, when it has them
• Appointment Start Time, Appointment End Time, Appointment Number: fill these when the stop has an appointment

When you open a built load later (the Active view), the same form also shows Bill To, Carrier, Operator and Documents. Operator appears only if your team has it turned on. Documents lets you attach a POD, BOL, Rate Confirmation, Delivery Receipt, Lumper Receipt or other file (PDF, JPG, PNG or TIFF, up to 2.5 MB) to the 3G load.

3. Check your locations

Drumkit matches each stop to a location already in 3G. When it finds one, it selects it and fills the address from that record, so the load points at your real location.

If the address in the email isn't in 3G yet, you'll see AI detected a new location, click here to add. Click it (or the + next to the Name field), check the details, and click Save Location. The location is saved to 3G. If you know the location already exists, search for it by address 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 3G.

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 3G

• Choosing LTL as the Mode adds an Accessorials section, and items need a freight class.
• Reference numbers are checked against what each customer requires in 3G before the order is sent.
• Every 3G location needs a time zone. A missing time zone is a common reason a 3G build fails.
• There's no Rates section when you build. Add rates in 3G after the order is created.
• After the load is built you can attach documents to it from Drumkit (Documents section).

Errors you might see

Message	What it means	What to do
Missing required reference numbers: (reference name)	The customer requires that reference in 3G, for example an SO number, and it's empty.	Open the Customer section, fill in the reference it names, and build again.
Pickup location (ID) is missing a time zone in 3G. Set the time zone on that location, then create the order again.	The pickup or delivery location in 3G has no time zone.	Set the time zone on that location in 3G, then click Build Load again.
3G could not find a time zone for the origin location. Set the time zone on that location in 3G, then create the order again.	Same cause, found by 3G itself.	Same fix: set the time zone in 3G and rebuild.
... is missing a time zone in 3G, and its city and state (...) do not match ZIP ...	The location's address doesn't line up, so the time zone can't be worked out.	Correct the address and time zone on that location in 3G, then rebuild.
Error creating location.	3G didn't accept the new location. A common cause is a contact that already belongs to another location.	Pick the existing location instead, or create it without that contact and add the contact in 3G.
Must enter an item	The Items section is empty.	Click Add Item and fill in at least one item.
Temperature is required for refrigerated equipment	You picked a reefer and left Temperature empty.	Enter the temperature in Specs.
Select a valid reference type / Qualifier is required when a value is entered	A reference number has no type.	Pick its type from Qualifier, or clear the value.
Error building load.	3G didn't accept the order and didn't say why.	Check the load isn't already in 3G, then send the email to support@drumkit.ai.
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