Lane Review

Step by step

1. Prepare lane quote Relationship Owner

   The Relationship Owner records the origin and destination ZIP codes, expected weekly loads and rate validity date on a Draft lane tied to the opportunity and organization.

   • Establishes the quote basis and parent context
   • Updates Lane opportunities, Opportunities, Organizations

2. Submit lane basis Relationship Owner

   The owner checks the quote basis and supporting opportunity activity, then moves the lane from Draft to Submitted. The current revision identifies the basis being offered for review.

   • Places the current basis in the review queue
   • Updates Lane opportunities, Relationship activities

3. Review lane basis Sales Manager

   The Sales Manager compares the submitted lane with the parent shipper pursuit and supporting evidence. The manager can Approve, Reject or Return the basis and records a reason and source revision.

   • Captures decision, reason and reviewed revision
   • Updates Lane opportunities, Review decisions, Opportunities
   ApprovalA person approves before the work moves on.

4. Record lane disposition Sales Manager

   An approved lane moves to Approved with a decision date; a rejected one moves to Rejected. If the basis is returned, the owner corrects it before another submission. Completed indicates the qualification work has concluded, separate from the opportunity's customer outcome.

   • Preserves the result and action trail
   • Updates Lane opportunities, Operation receipts

Relationship Owner

Prepares and corrects the lane.

Sales Manager

Decides.

Auditor

Reads the decision and resulting status.