This article walks you through booking an LTL quote — selecting a carrier rate, confirming the booking, and turning the quote into a live shipment in polt.ai. Once booked, the shipment moves into the standard polt.ai shipment workflow.
What "booking" actually does: Clicking Proceed to booking on a quote sends the booking request to the selected carrier and, on success, automatically creates a shipment in polt.ai with all the quote details carried over. You don't need to re-create the shipment manually.
The quote must be in Quoted status (rates received and ready to book). If the quote is Expired, you'll need to refresh it first by clicking Repeat quote.
Verify the customer's credit balance is sufficient for the rate you're about to book. Insufficient credit is a common reason booking fails.
1. Open the quote
From the LTL quotes dashboard, find the quote you want to book and click See quotes in the Action column.
2. Pick the carrier rate you want to book
In the Carriers' quotes tab, review the rates returned and identify the one you want to use.
See Reviewing carrier quote responses for guidance on choosing the right rate.
3. Click Proceed to booking
At the top of the Quote details panel, click Proceed to booking.
4. Confirm booking details
5. Submit the booking
Click Confirm. The quote moves to Pending booking while polt.ai communicates with the carrier.
If the booking succeeds, the quote status changes to Booked and a new shipment is automatically created in polt.ai, populated with all the quote details.
If the booking fails, the quote status changes to Booking failed. Common causes:
Carrier capacity changed between quote and booking
Customer credit insufficient
Carrier API error
See Understanding LTL quote statuses for what to do in each case.
6. Open the new shipment
When the booking succeeds, find the new shipment on the Shipments dashboard. From there, you can:
Send the rate confirmation to the carrier — see Sending a rate confirmation
Generate the BOL — see Downloading a Bill of Lading
Set up driver tracking — see Setting up driver tracking
Track the shipment through delivery and release for billing as normal
Tip: Booked LTL shipments behave like any other shipment in polt.ai once created. The quote → shipment conversion is one-way; you don't need to keep going back to the quote after booking.
