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Opportunity Types

How to Define the Opportunity Types for Your Company

Holly avatar
Written by Holly
Updated over 3 months ago

There are three different opportunity types that can be defined in your tariff settings. The three opportunity types are local, intrastate, and interstate. When a new estimate is created, this setting will determine how SmartMoving will determine the opportunity type for that new estimate.
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Opportunity type is used in several areas of SmartMoving to allow you to customize your estimates based on opportunity type. Once your opportunity types have been defined you are able to use opportunity types as a condition when creating Auto Pricing Defaults, Auto-Pricing Rules, and in your Document Library as a setting for when a document will apply.


Local

All opportunities by default will be marked as "local". This setting cannot be adjusted. To indicate when an opportunity should be marked as an intrastate or interstate opportunity, ensure that your settings for intrastate and interstate are entered correctly.
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Intrastate

An intrastate opportunity is an opportunity in which goods are transported from one point to another within the same state. There are no state borders that are crossed during an intrastate opportunity.

The origin and the destination will be within the same state, but you can determine if the mileage between these two is equal to, greater than, less than, or between the number of miles you enter in the next field.

For example, in the scenario included below, an estimate will be marked as an intrastate opportunity if the origin and destination are in the same state and the mileage between the origin and the destination is greater than 100 miles.

Interstate

An interstate opportunity is an opportunity where goods are transported from one state to another.
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The origin and the destination will not be in the state or province for an interstate opportunity. For this setting you are able to enter whether the mileage from the origin to destination equal to, greater than, less than, or between the number of miles you enter in the next field.

For example, in the scenario below the estimate will be marked as an interstate opportunity if the origin and the destination are not in the same state and if mileage from the origin to the destination is greater than 100 miles.


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