The LBM Delivery Rates is a delivery engine that handles zone-based pricing, truck availability scheduling, order capacity management, and geographic delivery matching. This guide walks you through configuring your tenant and getting the platform ready for delivery operations.
Prerequisites
You should have received login credentials from the ECI team. If you don't have credentials yet, contact your Customer Success Manager.
Step 1 — First Login
Navigate to the LBM Delivery Rates Admin URL provided to you.
Log in with your admin credentials.
Once logged in, you'll see the Dashboard — the central hub showing delivery summaries and recent activity.
🔒 Changing your password: Passwords are managed through ECI Identity, not within the Logistics app. To change your password: go to Profile in the sidebar → click the "Password & MFA" tab → click "Go to ECI Identity". This opens the ECI Identity portal where you can update your password and manage multi-factor authentication.
Step 2 — Configure Organization Settings
Go to Settings in the sidebar. The settings page has three tabs:
Tab 1: Company Info
Fill in your organization's basic details:
Field | Description |
Company Name | Your organization's display name |
Address | Business address |
Contact Email | Primary contact email for your organization |
Contact Phone | Primary contact phone number |
Click "Save Company Info" when done.
Tab 2: Preferences
Configure regional units and delivery scheduling behavior:
Regional & Units
Field | Description |
Currency | Currency for pricing (e.g., USD, GBP, EUR) |
Timezone | Your operating timezone (e.g., UTC, America/New_York) |
Weight Unit | Kilograms (kg) or Pounds (lbs) |
Dimension Unit | Meters (m) or Feet (ft) |
Volume Unit | Cubic Meters (m³), Cubic Feet (ft³), or Cubic Yards (yd³) |
Distance Unit | Kilometers (km) or Miles (mi) |
Date Format | DD/MM/YYYY, MM/DD/YYYY, or YYYY-MM-DD |
Delivery Scheduling
Field | Description |
Auto-approve API deliveries | When enabled, deliveries created through the public API are automatically approved and truck reservations are confirmed immediately without manual approval. |
Quote caching | When enabled, repeat quote requests with the same parameters are returned instantly from cache (up to 5 minutes) without recalculating. Disable if you need every request to reflect real-time pricing and availability. |
Minimum Advance Days | Minimum number of days in advance required for delivery scheduling. Set to 0 to allow same-day deliveries. |
Quote Expiration (days before delivery) | Days before the delivery date that an unapproved quote auto-expires and releases reserved trucks. Set to 0 to disable auto-expiration. |
Quote Search Window (days ahead) | How many calendar days ahead the system searches for available delivery dates when generating quotes (default: 15). A larger window finds more date options. |
Click "Save Preferences" when done.
Tab 3: AI Settings
The platform includes AI-powered predictions that can automatically fill in missing item details (weight, dimensions, cargo type) when generating quotes. This is useful when your product catalog doesn't have complete shipping attributes — the AI infers them based on the item name and description.
Field | Description |
Enable AI Predictions | When enabled, AI will automatically predict missing item fields when creating quotes. When disabled, all fields must be provided manually. |
Confidence Threshold | Predictions below this confidence level are rejected and the fields are marked as required instead. Higher thresholds mean more accurate predictions but fewer accepted results. Ranges: Low (0–50%) = not reliable, Medium (50–70%) = fairly reliable, High (70–100%) = very reliable. |
Click "Save AI Settings" when done.
Step 3 — Add Locations (Warehouses / Depots)
Locations represent your physical warehouses or depots from which deliveries originate.
Go to Locations in the sidebar (under Resources).
Click "Add Location".
Enter the location name, full address, and confirm the map pin is correct (coordinates are geocoded automatically).
Save the location.
Important: You need at least one active location before you can create delivery zones or trucks.
Step 4 — Define Cargo Types
Cargo types classify the materials being delivered (e.g., aggregate, engineered wood, plank). They determine which trucks can carry the items and are assigned to truck compartments.
Go to Cargo Types in the sidebar (under Resources).
Click "+ Add Cargo Type".
Fill in:
Name — material name (e.g., "Aggregate in bulk", "Engineered Wood", "General")
Description — optional, brief description of this cargo type
Color — hex color for UI display (default: #3b82f6)
Active — whether this cargo type is available for use
Small item cargo — see below
Loose / Bulk cargo — see below
Click "Create".
Small item cargo (can piggyback on main deliveries)
Enable this for lightweight items like hardware fittings, screws, or small accessories. When checked, items of this cargo type can ride along for free on a truck that's already scheduled for a main delivery to the same address — they don't require their own dedicated truck or delivery slot.
Loose / Bulk cargo (skip rigid dimension fit check)
Enable this for materials like sand, gravel, mulch, or aggregate where the customer-provided dimensions describe a volume estimate, not a rigid physical object. When checked, the system skips the per-dimension fit check (will it physically fit on the deck?) and only validates total weight and volume capacity. This prevents false rejections for shapeless materials that don't have fixed length/width/height.
Step 5 — Define Pallet Types
If your deliveries involve palletized goods, define at least one pallet type. Pallet dimensions are used in truck capacity calculations.
Go to Pallets in the sidebar (under Resources).
Click "Add Pallet".
Use the preset dropdown to quickly select a standard pallet size (see table below), or enter custom dimensions manually.
Save. Create additional pallet types if your operations use multiple sizes.
Available presets
Preset | Dimensions (metric) | Max Weight |
EUR/EPAL | 1.2m × 0.8m × 0.144m | 1,500 kg |
GMA 48×40 (North American standard) | 1.22m × 1.02m × 0.15m | 1,000 kg |
Half Euro | 0.8m × 0.6m × 0.144m | 500 kg |
ISO 1100×1100 | 1.1m × 1.1m × 0.15m | 1,500 kg |
Quarter Euro | 0.6m × 0.4m × 0.144m | 250 kg |
💡 Tip: If your trucks are pallet-based, you need at least one pallet type defined before the system can calculate pallet spot capacity on trucks.
Step 6 — Define Truck Types & Compartments
Truck types define the categories of vehicles in your fleet (e.g., "Dump Truck", "Flatbed Truck", "Van"). Each truck type has one or more compartments that define what cargo it can carry and its physical capacity.
6a. Create the Truck Type
Go to Truck Types in the sidebar (under Fleet).
Click "+ New Truck Type".
Fill in:
Truck Type Name — e.g., "Box Truck", "Flatbed", "Refrigerated Van"
Description — optional description of this truck type
Multi-Compartment Split Fee — an additional fee charged when an order uses more than one compartment on this truck type. Leave at 0 if no split fee applies. This is useful for trucks that have separate cargo areas (e.g., a dump truck with a main bed and a cabin rack) where using both incurs extra handling cost.
Click "Create Truck Type".
6b. Add Compartments
After creating the truck type, you need to add at least one compartment. Compartments define the physical space available for cargo.
On the Truck Types page, expand the truck type you just created (click the arrow).
Click "+ Add Compartment".
Fill in:
Compartment Name — e.g., "Main Cargo", "Front", "Rear", "Cabin"
Dimensions (Length, Width, Height) — physical internal dimensions of the compartment
Max Weight — maximum payload weight for this compartment
Pallet-based capacity — when enabled, capacity is measured in pallet spots and deck geometry rules apply (full-deck detection, width blocking). When off, capacity is measured by volume — suitable for loose/bulk cargo.
Allowed Cargo Types — select which cargo types can be transported in this compartment. Leave empty to allow all types.
Click "Create Compartment".
You can add multiple compartments to a truck type. For example, a dump truck might have a "Main Cargo" compartment for bulk materials and a smaller "Cabin" compartment for general items.
6c. Set Cargo-Specific Constraints (optional)
After creating a compartment, you can fine-tune capacity limits for each allowed cargo type individually:
In the expanded compartment view, find the cargo type under "Allowed Cargo Types".
Click the settings icon next to the cargo type name.
In the "Edit Capacity" dialog, set optional limits:
Volume Constraints — Minimum Volume (reserves space) and Maximum Volume (caps space allowed)
Weight Constraints — Minimum Weight (reserves capacity) and Maximum Weight (caps weight allowed)
Click "Update Capacity".
These constraints allow you to impose specific volume or weight limitations for a given cargo type within a compartment. Leave fields empty to use the compartment's default limits.
Step 7 — Add Trucks
Trucks are the actual physical vehicles in your fleet, each assigned to a truck type.
Go to Trucks in the sidebar (under Fleet).
Click "Add New Truck".
Fill in:
Truck Name — identifier (e.g., "Ford F650", "Freightliner 114SD Plus")
License Plate
Truck Type — select from the types created in Step 6
Location — assign to a warehouse/depot location (optional)
Operating Days — select which days of the week this truck operates (Mon–Sun). If none are checked, the truck operates every day.
Maintenance Notes — optional notes about the vehicle
Click "Create".
Step 8 — Manage the Schedule
The Truck Schedule is a calendar view that shows delivery assignments, truck availability, and allows you to block trucks from being available on specific dates.
Go to Schedule in the sidebar (under Fleet).
You'll see a calendar with color-coded entries:
Color | Meaning |
Green | Approved Delivery |
Yellow | Quote (Temporary reservation) |
Red | Availability Block (truck unavailable) |
Orange | Maintenance |
Blocking truck availability
To make trucks unavailable for a period (holidays, maintenance, etc.):
Click "+ Add Availability Block" (top-right).
Choose the Scope:
All Trucks — blocks all trucks for the selected dates. No deliveries or quotes will be available.
Select Trucks — choose specific trucks to block (you can search, filter by type or location, and select individually).
Set the Start Date and End Date.
Select a Reason (e.g., Holiday, Maintenance).
Add optional Notes.
Click "Create Block".
Blocked trucks will not appear as available when the system generates delivery quotes for those dates.
Step 9 — Create Delivery Zones & Configure Pricing
Delivery zones define the geographic areas you deliver to and the pricing for each. This is where you set up how much customers are charged based on their location, the truck type used, and the cargo being delivered.
9a. Create a Zone
Go to Delivery Zones in the sidebar (under Operations).
Click the "Draw delivery zone" button on the map.
Draw the zone boundary by clicking on the map to add vertices. Close the shape to finish.
You'll be taken to the zone editor where you can name the zone and configure its settings.
9b. Zone Definition (Tab 1)
Configure the zone's basic information and boundary:
Zone Name — e.g., "Cambridge", "Metro Area", "Suburbs North"
Location/Branch — which depot serves this zone
Zone Color — display color on the map
Zone Type — how the system determines if a delivery address falls within this zone:
Zone Type | Description |
Polygon | Geographic boundary drawn on the map. The system checks if the delivery address coordinates fall inside the polygon. |
Postcode | A list of postcodes that belong to this zone. You can enter postcodes manually or import via CSV. |
Hybrid | Uses both methods — checks postcode first, then falls back to polygon. Useful for zones where postcode coverage is partial. |
Click "Save Changes" when done.
9c. Pricing Rules (Tab 2)
This is where you define how deliveries are priced within this zone. Pricing rules are organized by Truck Type → Cargo Type, allowing you to set different prices depending on the vehicle and material combination.
Day-of-Week Surcharges
At the top of the Pricing Rules tab, you can set extra fees for deliveries on specific days (e.g., weekend surcharges). These are added on top of the base pricing rules.
Pricing rule structure
Each rule targets a combination of truck type and cargo type. You can create specific rules (e.g., "Dump Truck + Sand in bulk") or fallback rules (e.g., "All Truck Types + All Cargo Types") that apply when no specific match exists.
When creating or editing a pricing rule, configure:
Truck Type — select a specific truck type, or "All Truck Types" as a fallback
Cargo Type — select a specific cargo type, or "All Cargo Types" as a fallback
Pricing Strategy:
Flat — a fixed delivery price regardless of quantity
Per Unit — price calculated based on quantity (volume, weight, area, pallet count, or compartments)
Tiered — different prices for different quantity bands (e.g., 1–5 yd³ = $X, 6–10 yd³ = $Y)
Quantity Unit (for Per Unit/Tiered) — Volume, Weight, Area (sq ft), Pallet, or Compartment
Base Delivery Fee — fixed fee added to every delivery
Minimum Charge — floor price applied after all calculations (the final price will never be lower than this)
The system matches rules with the most specific first: a rule for "Dump Truck + Sand" takes priority over "Dump Truck + All Cargo Types", which takes priority over "All Truck Types + All Cargo Types".
Bulk Price Update — accessible from the Delivery Zones list page, this allows you to adjust prices across multiple zones and rules at once (e.g., increase all base prices by $5).
9d. Price History (Tab 3)
Every pricing change is tracked in the Price History tab. This audit trail shows:
What changed (base price, minimum charge, etc.)
The old and new values
When it was changed and by whom
Whether it was a manual update or a bulk update
If a price change was made in error, you can rollback any individual change to restore the previous value — the system will ask for a reason before confirming.
9e. Copy Zone
To quickly create a new zone based on an existing one, use the "Copy Zone" button (top-right of the zone editor). You can choose to copy:
Zone definition (polygon/postcodes)
Pricing rules
This saves time when you need multiple zones with similar pricing structures.
9f. Zone priority (overlapping zones)
Delivery zones can overlap — for example concentric rings around a depot (inner city, suburbs, extended area). When a delivery address falls inside more than one zone, the platform picks a single zone for pricing and quoting.
How the system chooses a zone
The zone with the highest priority wins — shown as #1 at the top of the zone list on the Delivery Zones page.
If two zones share the same priority, the smaller zone (by geographic area) wins. This helps nested polygons (e.g. an inner ring inside an outer ring) resolve correctly when priorities are tied.
Set priority on the Delivery Zones page
Go to Delivery Zones. Zone cards in the left panel are ordered by priority.
Drag a zone by the grip icon (⋮⋮) on the card. Drop it higher in the list to give it higher priority.
The rank badge (#1, #2, etc.) shows the current order. #1 is used first when a quote is calculated.
New zones are added at the bottom of the list (lowest priority) until you reorder them.
💡 Tip: After changing zone order, test in Cost Simulator with an address inside overlapping zones. Confirm the price matches the zone you intended (#1).
Important: Make sure your delivery zones cover the geographic areas where your customers expect deliveries. Any delivery address that doesn't fall within a zone will not receive a quote.
Step 10 — Generate API Keys
To integrate the LBM Delivery Rates platform with your ecommerce store, you need an API key.
Go to API Keys in the sidebar (under Administration).
Click "Generate New Key".
Give it a descriptive name (e.g., "Acme Store Production").
Copy the generated key. Store it securely — it won't be shown again in full.
🔑 Next Step: Use this API key to connect your store to the LBM Delivery Rates platform.
Step 11 — Verify It's Working (Generate a Test Quote)
The best way to confirm the setup is correct is to generate a delivery quote.
Option A: Using the Cost Simulator (Admin UI)
Go to Cost Simulator in the sidebar (under Operations).
Enter a delivery address that falls within one of your zones.
Add items with weight and dimensions.
Click "Calculate".
You should see available delivery dates, truck assignments, and pricing.
Option B: Using the API
Make a POST request to the quote endpoint:
POST /api/v1/quote
Header: x-api-key: YOUR_API_KEY
Body:
{
"delivery_address": "123 Main St, Springfield, IL 62701",
"items": [
{
"name": "Construction Sand",
"quantity": 10,
"weight": 22.68
}
]
}
A successful response includes delivery options with dates, truck types, and pricing. If you get an error, check the troubleshooting section below.
Troubleshooting
Problem | Likely Cause | Solution |
No quotes returned | Address not in any delivery zone | Check zone polygons/postcodes cover the address area |
No available dates | Schedule not populated or trucks blocked | Check for availability blocks on the Schedule calendar |
"No trucks available" error | No truck has capacity for the items | Verify truck compartment dimensions and weight limits match the cargo |
API returns 401 | Invalid or expired API key | Generate a new API key and update the store settings |
Wrong price when address is in multiple zones | Overlapping zones; a lower-priority zone is winning | On Delivery Zones, drag the zone that should apply to the top of the list (#1). Verify with Cost Simulator. |
Pricing shows $0 | Zone pricing not configured for the truck type | Edit the delivery zone and add pricing rules for the relevant truck type |
Admin Screens Reference
Here's a quick reference of all screens available in the LBM Delivery Rates Admin:
Screen | Purpose |
Dashboard | Overview of deliveries, recent activity, and key metrics |
Locations | Warehouses/depots with geocoded addresses |
Cargo Types | Material categories (small items, bulk, standard) |
Pallets | Pallet type definitions and standard presets |
Truck Types | Manage truck types, compartments, and cargo-specific capacities |
Trucks | Manage physical vehicles (add, edit, change status) |
Schedule | Calendar view of deliveries, quotes, and availability blocks |
Truck Capacity | Read-only view of truck utilization per day (weight, volume, pallet spots) |
Delivery Zones | Geographic zones with boundary types, drag-and-drop priority ordering, pricing rules, and price history |
Deliveries | View and manage all booked deliveries and their statuses |
Quotes | Browse all generated quotes and their outcomes |
Cost Simulator | Test quotes interactively without calling the API |
Reports | Delivery and revenue reporting |
API Keys | Generate and manage API keys for store integrations |
Settings | Organization profile, preferences (units, scheduling), and AI settings |
Users | Manage admin users and access permissions |
Profile | Current user's profile and password management |