Builder for GlobalTranz

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

Before you start

Your GlobalTranz 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.
• Drumkit is connected to your GlobalTranz TMS, and your customers, address book and commodities have synced.
• Each customer you build for exists in GlobalTranz. Shipment items, commodities and new locations all hang off the customer, so the form asks for it first.

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 GlobalTranz form has these sections:

Customer

Pick the customer first. Shipment Items and new locations stay locked until you do.

• Name: search your GlobalTranz customers. The address fills in from the customer record
• Ref #/ BOL: the bill of lading or main reference
• PO #: the customer's PO

Specs

• Mode, Service Type, Shipment Type: how the shipment moves. Shipment Type is usually Spot Quote or Contract Ongoing
• Service: the TL service level (truckload only)
• Equipment, Equipment Length: for example a 53' van. Click the refresh icon next to Equipment if a choice you expect is missing
• Min Temp, Max Temp: for temperature-controlled equipment
• Can Get: truckload only
• Currency: shown for reference

Shipment Items

Every shipment needs at least one item with a description and a weight.

• Add Item: search an existing commodity by description or NMFC under Commodity (Optional), or add an empty item. Create new commodity saves a new one to the customer in GlobalTranz
• Commodity Description, Weight: required on every item
• Pallet Count, Piece Count, Length, Width, Height, Stackable: as the email gives them
• HazMat Group, HazMat Class, Prefix, Hazmat Code, Chemical Name, Emergency Contact Number: for hazardous items. The code is the 4-digit UN or NA number
• Total Shipment Value (USD): the declared value of the freight

Rates

Each charge is a row with a carrier Cost and a customer Revenue. Click Add Row for fuel or extras. The section adds up Total Cost, Total Revenue and Margin.

• Max Buy, Target Cost, Price To Beat, Rate, Miles: the pricing targets for the shipment, all optional
• Description, UoM, Units, Rate: what each charge is and how it's worked out (Base Rate is the line haul)
• Cost, Revenue: what you pay the carrier and bill the customer for that row. Every row needs a Revenue above 0; an empty Cost counts as 0

Pickup and Consignee

• Name: search your GlobalTranz address book by name or address, or click Create new location. The address fills in from the record
• Pickup Date / Delivery Date: from the email. Delivery can't be before pickup
• Open Time, Close Time: the stop's hours that day. Both are required
• Appointment Required, Appointment Confirmed With Location, Appointment #: under Location Requirement, when the stop runs on appointments
• Appointment Note, Contact Phone, Contact Email: anything the driver or dispatcher needs

Accessorials

Lists the accessorials and special services GlobalTranz offers for the equipment you picked, so choose the equipment first. Tick what the load needs.

When you open a built load later (the Active view), the same form also shows Notes. Notes show the load's GlobalTranz notes.

3. Check your locations

Drumkit matches each stop to a location already in GlobalTranz. 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 isn't in your GlobalTranz address book, click Create new location. Pick the customer to associate it with, then fill in the company, contact name and phone, and address (choose the city, state and ZIP from the search), and click Save Location. Contact name and phone are required by GlobalTranz.

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 GlobalTranz.

What's different in GlobalTranz

• Pick the customer first. Shipment Items and new locations depend on it.
• Rates are rows with a Cost and a Revenue, and every row needs a Revenue before you can build.
• At least one shipment item with a description and weight is required.
• Accessorials follow the equipment: change the equipment and the list changes.
• Each stop needs an Open Time and a Close Time.

Errors you might see

Message	What it means	What to do
Please add at least one shipment item.	Shipment Items is empty.	Click Add Item and fill in a description and weight.
Please ensure all shipment items have a description and weight.	An item is missing one of the two.	Complete or remove that item.
Please add at least one rate item with both Cost and Revenue.	Rates has no rows.	Click Add Row and fill in the line haul.
Please ensure all rate items have Revenue filled (greater than 0).	A rate row has no Revenue.	Enter the Revenue, or remove the row.
Delivery date must be on or after pickup date.	The dates are the wrong way round.	Fix the dates on Pickup or Consignee.
Close time must be same as or after open time	A stop closes before it opens.	Fix that stop's Open Time and Close Time.
Please select a customer.	You tried to save a new location without a customer.	Pick the customer in the location form, then click Save Location.
Failed to create load.	GlobalTranz didn't accept the shipment.	Check GlobalTranz in case it was created, then try again. Send the email and a screenshot 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