The Carrier Filter feature allows you to sort and filter through your carrier list for custom tags or groups from the Carrier Invite page when creating an RFP or inviting carriers to a spot bid. This will allow you to quickly add your preferred carriers to bid invitations and streamline the carrier selection process. This article will walk you through setting up Carrier Tags which will allow you to use the Carrier Filter functionality.

This article will cover:

• Add Carrier Tags or Group Labels to Carrier Profiles
• Using Carrier Tags in RFPGuide
• Using Carrier Tags in Quotes

Add Carrier Tags or Group Labels to Carrier Profiles

1. Navigate to the Carriers menu on your left dashboard.

2. Select the carrier profile. Click drop down menu > “Edit”.

3. Scroll down to the “Tag Carrier” section and add your custom tag. Click “Create (custom tag name)” or hit "TAB" on your keyboard, then click “Save & Close”.

4. Within this side menu you can also add or edit the carrier’s “Region of Operation” or “Equipment” which are also searchable filters.

4. Click and save any changes you made to the carrier profile. 

Using Carrier Filters in RFPGuide

1. Navigate to the RFPGuide menu and create or select the RFP.

2. Depending on the status of the RFP, the Carrier Filter feature can be found in either the “Carriers'' or the “Invited Carriers” tab.

If RFP is in DRAFT Status: Click on the “Carriers” tab.

If RFP is in PUBLISHED Status: Click on the “Invited Carriers” tab.

3. Use the Search bar to search the carrier tags you created.

Please note: you are only able to search one tag at a time. Use the Filter Menu to search for more carrier tags at once. 

4. Use the “Filters” feature to begin narrowing down and selecting the carriers you wish to invite to bid. The Filters side menu gives you the option to filter by:

• Type (Asset or Broker)
• Equipment (Dry Van, Flatbed, Reefer etc.)
• Tags (custom tags you’ve created and assigned)
• Region (Midwest, Northeast, South etc.)
• Carrier Invite Status (Pending, Email Sent, Email Resent, Check Contact, Unsubscribed, Accepted, Rates Submitted, Award Confirmation Submitted, Not Set)

3. Click “Apply Filters”.

Add multiple filters to your carrier search and remove them if needed to broaden the carrier selection in the Filters Applied section.

Using Carrier Filters in Quotes

1. From the Quotes Detail page, click on the "Invite Carriers" tab. Use the Select Carrier Tags drop down to add the carrier tags you would like to search from.