Broker Load Status

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Overview

Broker Load Status

The Broker Load Status Lightning Web Component (LWC) provides financial information for the load. This LWC provided similar information to the Load Financial Summary LWC.

Add this LWC to any load page layout to receive information.

  • Sales Status

  • Load Status

  • Revenue

  • Cost

  • Margin

For new loads, the LWC begins with a Sales Status of Pending, and a Load Status of Unassigned. As customer and Carrier quotes are accepted, the Sales Status is set to Won, and the Load Status is set to Assigned.

Throughout the Load lifecycle, the LWC updates load financial information. Revenue, Cost, and Margin fields begin as Quoted. Once delivered, the Revenue, Cost, and Margin fields update to Invoiced.