Carrier Guest users can search, view, accept, and decline Load tenders without logging into the Email Loop site. Additionally, users can view truck postings for Loads matched to preferred and non-preferred lanes.
Configure access to the Request for Quote (RFQ) Load Board, truck posting via Artimus™ AI, and accessorial and Carrier exclusions for specific Loads.
RFQ Load Board
To add Loads to the RFQ Load Board, check the Carrier Portal field on the Load Postings LWC or in the Load Lightning Record Page (LRP). Additionally, to enable the Book It feature for a Load, enter a monetary value in the Offer Rate field.
If desired, select an Offer Rate Type from one of the following options:
--None--
Fixed Cost
Rate per Mile
Rate per Kilometer
RFQ Load Board LWC Setup
To enable access to the RFQ Load Board LWC for specific Carriers in the Carrier Guest Email Loop, go to each Carrier Transportation Profile (or from a list view) and check the Enable RFQ Load Board box.
For more information on enabling Read permissions for objects associated with the RFQ Load Board, see the Email Loop Setup article.
Access via Load Tender Acceptance
When Carriers select the Accept link in the Load Tender email, they are directed to the Carrier Tender Accept/Decline LWC first.
If the Carrier accepts the Load Tender and the Enable RFQ Load Board is checked in the Carrier Transportation Profile, the RFQ Load Board LWC appears.
Note: Carriers must accept a Load Tender first before accessing the RFQ Load Board. If the Carrier declines Load Tender, the RFQ Load Board isn’t available to the Carrier.
Load Search
Carriers may filter Loads based on the following search criteria:
Search Field | Description |
|---|---|
Pickup | The Load’s pickup location. The default field value is the Destination of the accepted Load tender. |
Dropoff | The Load’s drop-off location. |
Search Type | The type of search to apply to the Pickup or Dropoff. The following values can be selected:
If values are missing in the City, State/Province, or Postal Code fields, those Search Type options aren’t available for selection. If the Search Type field is set to Radius, enter the distance and select the corresponding units (mi or km).
|
Ship Date | The date to ship the Load.
|
Delivery Date | The expected date the Load should be Delivered. |
Mode | The type of Modes available for the Load.
|
Max Weight | The maximum weight of the Load.
|
Weight Units | The weight units of the Load, typically either pounds (lbs) or kilograms (kg). The default Weight Units are the units of the accepted Load Tender. |
The Carrier selects a Load to open the Carrier Quote LWC at the bottom of the list. The same process for submitting a Carrier Quote as the Request for Quote (RFQ) section applies.
Note: Add fields to the Load TMS12 field set to display additional Load fields on the Carrier Quote LWC in the RFQ Load Board when bidding on Loads.
Once the Carrier submits a quote, the selected Load is removed from the RFQ Load Board and cannot provide another quote for that specific Load again.
Note: Run the QueuedTransactionJob to process Carrier Quote submissions.
When a Carrier selects the Book It button, a Carrier Quote is created in the TMS with the following fields populated:
Effective Date: Today’s date
Book It: Checked
Book It Source: TMS
Net Freight Charges: The Load’s offer rate
Note: The Carrier Quote created isn’t automatically accepted. The Load Status field remains in Quotes Received until the Load is tendered.
Access via Truck Posting Selection
Carriers can also access the RFQ Load Board by selecting a truck posting.
Load Search
The Carrier can also check the box for a Truck Posting and select the Advanced Search button to automatically populate the Load Search section with the following information from the Truck Posting record. The following fields can be filtered:
Load Search Field | Truck Posting Field | Default Load Search Value |
|---|---|---|
Pickup | Origin Country, City, and State | N/A |
Pickup Search Type | Pickup Range (Miles) | Radius; 100 miles |
Dropoff | Destination Country, City, and State | Default Country/Territory in Setup of TMS org (such as US) |
Dropoff Search Type | Delivery Range (Miles) |
|
Ship Date | Date Available | N/A |
Modes | Carrier Service → Mode | N/A |
Warning: The Date Available and Carrier Service Truck Posting fields are required to view the record in the RFQ Load Board. If these fields are blank, error messages will appear in the RFQ Load Board. The pickup information is required to create a Truck Posting via Artimus™ AI.
The Carrier selects a Load to open the Carrier Quote LWC at the bottom of the list. The same process for submitting a Carrier Quote as the Request for Quote (RFQ) section applies.
Note: Add fields to the Load TMS12 field set to display additional Load fields on the Carrier Quote LWC in the RFQ Load Board when bidding on Loads.
Once the Carrier submits a quote, the selected Load is removed from the RFQ Load Board and can’t provide another quote for that Load again.
Note: Run the QueuedTransactionJob to process Carrier Quote submissions.
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If the Load has a value in the Offer Rate field, Carriers can cover the Load by selecting the Book It button.
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When Carriers select the Book It button, a Carrier Quote is created in the TMS with the following fields populated:
Effective Date: Today’s date
Book It: Checked
Book It Source: TMS
Net Freight Charges: The Load’s offer rate
Note: The Carrier Quote created isn’t automatically accepted. The Load Status field remains in Quotes Received until the Load is tendered.
Access via Artimus™ AI Truck Posting Submission
Warning: Ensure the cloned TMS Carrier Email Loop permission set used for the Carrier Guest user has the Read permissions enabled for the Truck Posting object and associated fields and the Contact object. Refer to the Email Loop Setup document for more information.
A Load Board email is sent to the Carrier if the following are true:
A Truck Posting record was created using Artimus™ AI
This record can be created from the Text to Truck Posting LWC or by emailing the address in the Truck Postings email service directly. At least one Equipment Type must be AI Enabled to create Truck Posting records.
The Contact or email address is associated with the Carrier account
The Carrier Transportation Profile has the Enable RFQ Load Board field checked
The email grants the Carrier access to the RFQ Load Board, allowing them to view and bid on available Loads that match their preferred lanes.
Disable RFQ Load Board
If the Carrier Guest receives the Carrier Load Board email, but the internal user unchecks the Enable RFQ Load Board field in the Carrier Transportation Profile, the guest user can’t view the Load Board and sees an error message.
Check the Enable RFQ Load Board field, so the Carrier Guest user can view the RFQ Load Board LWC again.
Your Truck Postings
All Truck Posting records created from the request to Artimus™ are displayed in the Your Truck Postings section on the RFQ Load Board.
Each Truck Posting best matches to the Equipment Type that has the AI Enabled field checked. If there’s no origin or destination Stop in the Truck Posting record, the City and State fields use a question mark (?) as a placeholder.
Note: Configure the instructions in this RFQ Load Board access with the Carrier Posting Load Board Instructions field in the Community Configuration section of the TMS Admin → Document Options.
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Note: Carriers can only create Lane Preferences with Truck Postings that have origin and destination Stops.
TMS Note: Adding and removing Lane Preferences from the RFQ Load Board is performed via Platform Events. It may take some time to update the Lane Preference information between the add/remove Lane Preference operation in the LWC and the records being added/removed in the TMS.
RFQ Load Board Quote Criteria and Logic
The following criteria explain how Carrier Quotes are impacted during and after submission:
A Carrier may only submit one (1) quote per Load.
Additional Carrier Quotes can be received until the Load Status field is set to Tendered.
The Load Status updates to Quotes Received when a Carrier submits a quote.
The Net Freight Unit, Qty, and Amount fields on the Carrier Quote are read-only and can’t be edited. Fuel and Accessorial charges may be edited.
The RFQ Load Board respects the Max Pay Amount field of the Load.
Carrier Quote amounts greater than the Max Pay Amount can’t be tendered.
Note: Loads are automatically removed from the Load Board when the Load Status field is set to Tendered.
Accessorial Exclusion Logic
Accessorial Exclusions are enforced on the RFQ Load Board and prevent Loads from displaying for a specific Carrier.
The Accessorial Exclusion Effective Date and Accessorial Exclusion Expiration Date fields control when the Accessorial Exclusion prevents a Load from displaying to a Carrier.
The Accessorial Exclusion applies to the Carrier when the Effective Date of the exclusion is before or on the Load Ship Date. The Accessorial Exclusion Expiration Date must also be after the Ship Date.
Carrier Exclusion Logic
Carrier Exclusions are enforced on the RFQ Load Board and prevent Loads from specific customers from displaying on the Load Board to Carriers.
The Carrier Exclusion applies to the Carrier when the Effective Date of the exclusion is before or on the Ship Date. The Carrier Exclusion Expiration Date must also be on or after the Ship Date.