Overview
The default binding type setting lets you control how new opportunities are priced from the moment they are created. When configured, SmartMoving automatically applies your selected binding type to every new opportunity under that tariff, reducing manual steps and the risk of errors at booking. This setting can be configured for each tariff individually and applies across all tariff types.
Before You Start
You must have admin access to Tariff Settings.
Key Concepts
Binding type determines how the final price of a move is decided and whether it can change after booking.
Binding: the price is locked in and cannot change.
Non-Binding: the final price can fluctuate based on time, weight, or other factors.
How To Set a Default Binding Type
Go to Settings > Tariff Library > Select the Tariff you want to edit or add a new one
In the Core/Global Setup, navigate to Common
Locate the Default Binding Type setting.
Select Binding or Non-Binding from the dropdown.
Click Save.
New opportunities created under this tariff will automatically apply the selected binding type going forward.
Note: The default binding type applies only when a new opportunity is first created. If the binding type is updated on an individual opportunity after creation, it will not revert to the default.
⚠️ Important: If the Default Binding Type of a tariff is set to Not set, all opportunities created under that tariff will default to Non-Binding.
Example
A company sets the Default Binding Type to Binding on their Local tariff.
Every new opportunity created under that tariff now opens with Binding Type already set to Binding in the opportunity's Information panel, with no manual selection required at booking.
Best Practices
Set the default binding type that matches how the majority of your moves are priced to reduce manual adjustments at booking.
For tariffs where binding type varies by job, leave the default unset and assign it manually per opportunity.
If your tariff uses rules based on binding type, confirm the binding type is set correctly on each opportunity before those rules are assessed.