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Which Authorization Restriction Should I Use?

Read a few scenarios of how Suppliers can take advantage of loading restrictions.

Customer Authorization carrier restriction defines which carriers are allowed to load for a specific customer, while a Carrier Authorization customer restriction defines which customers a specific carrier is allowed to load for at a specific terminal. 

Start with this question: What are you trying to control? 

Your goal: 

Set the restriction on the: 

Limit which carriers can load for a customer 

Customer Authorization 

Limit which customers a carrier can load for 

Carrier Authorization 

Option 1: Control which Carriers can load for a Customer

Use Carrier Restriction on a Customer Authorization

Choose this when: 

  • A customer requires only specific approved carriers 
  • You want to block all other carriers from loading for that customer 
  • You want to control who can use that customer’s LCNs 

Result: 

  • Only the selected carriers can load for that customer 
  • All other carriers are denied for that customer

Option 2: Control which customers a carrier can load for at a terminal

Use Customer Restriction on a Carrier Authorization 

Choose this when: 

  • A carrier should only load for certain customers at a specific location 
  • A carrier is approved at a terminal but not for every customer 
  • You want to limit a carrier’s access at a specific location 

Result: 

  • The carrier can only load for the selected customers at that terminal 
  • Loads for other customers are denied 


Option 3: Do I need both? 

You would use both restrictions together when you need two different layers of control that answer two different business questions. Use both restrictions together if you want: 

  • A customer to allow only certain carriers, and 
  • A carrier to be limited to certain customers 

Each restriction works independently and applies only where it is set. 


 

Read example scenarios below to better understand which restriction option works best for your situation.

Scenarios

Scenario using Option 1: Carrier Restriction using a Customer Authorization

Situation: Control which Carriers can load for a Customer
  • Customer B β›½ wants to use only Carrier Z πŸšš
  • Carrier Z πŸšš is allowed to load for many customers 
How you configure it
  • Set a Carrier Restriction on Customer B’s β›½ Customer Authorization 
  • Do not set a Customer Restriction on Carrier Z πŸšš
Result at the terminal
  • Carrier Z can load for Customer B βœ… 
  • Carrier Z can still load for all other customers βœ… 
  • Non-Carrier Z carriers cannot load for Customer B βœ… 

Only one restriction is needed here. 


Scenario for Option 2: Customer Restriction using a Carrier Authorization

Situation: Control which customers a carrier can load for at a terminal
  • Carrier Z 🚚 is only allowed to load Customer B β›½
  • Customer B β›½ can have any carrier load for them 
How you configure it
  • Set a Customer Restriction on Carrier Z’s 🚚 Carrier Authorizations at the terminals where you only want them to load for Customer B
  • Do not set a Carrier Restriction on Customer B
Result at the terminal
  • Carrier Z can only load for Customer B βœ… 
  • Carrier Z cannot load for any other customers βœ… 
  • All carriers can load for Customer B βœ… 

Only one restriction is needed here. 


Scenario for Option 3: Mutual Carrier and Customer Restrictions

Situation: Using both restriction types together
  • Customer A β›½ requires that only Carrier X 🚚 and Carrier Y πŸšš can load for them 
  • Carrier X 🚚 is approved to load at the terminal, but should only ever load for Customer A β›½
  • Carrier Y πŸšš can load for all customers 
How you configure it 
  1. On Customer A’s β›½ Customer Authorization, select:  
    1. Carrier X πŸšš
    2. Carrier Y πŸšš
  2. On Carrier X's πŸšš Carrier Authorization at the terminal(s), select:
    1. Customer A β›½
  3. On Carrier Y's 🚚 Carrier Authorization at the terminal(s), do not set any restrictions
Result at the terminal 
  • Carrier X can load for Customer A βœ… 
  • Carrier X cannot load for any other customers βœ… 
  • Carrier Y can load for Customer A βœ… 
  • Carrier Y can still load for all other customers βœ… 
  • All other carriers cannot load for Customer A βœ… 

Both restrictions are doing different jobs, and together they create a tight, intentional control model.