Carrier Portals are integral for Carriers involved in the Load lifecycle. Everything from quoting Loads to requesting documents and payments occur in the Carrier Portal.
The Carrier Portal allows Carriers to:
View the Load Board of available Loads.
Submit quotes for Loads.
Maintain a list of Truck/Equipment Postings to match and submit quotes for the available Loads.
Create Lane Preferences.
Carrier Load Board
View the Load Board and available Loads as well as submit quotes for Loads in the Carrier Portal. In the Carrier Load Board, search criteria to filter for available Loads.
Loads are filtered to prevent Quoting Contacts from quoting Loads for unrelated Modes. Additionally, Loads may be filtered to only display for only the logged in Quoting Contact or the Tender Contact for the Carrier Service.
Enter field information to find available Loads.
Note: The Origin City and Destination City fields are required to return Loads.
Click the Search button to find Loads.
The Reset button clears the filter criteria to search for Loads available from additional Origin and Destination City Stop locations.
Enter a quote amount and select the appropriate currency for one or more Loads. Click the Submit Quotes button to create a Carrier Quote record for the Load.
Once a quote is submitted for a Load, the Load no longer appears in the list of available Loads.
Carrier Truck Posting
Create Truck Posting records for available capacity.
The Service field contains associated Carrier Service(s). Select the appropriate Service value.
The Equipment field filters to only display the Equipment Types based on the Mode associated with the selected Carrier Service.
Use the Edit and Delete buttons to update or remove Truck Posting records as needed.
Click the Match My Equipment button to view available Loads with a matching Mode. The available Carrier Services that display in the drop-down match the Mode for the Load.
Submit quotes for Loads with matching equipment types by completing the following steps:
Enter a value in the Quote Amount field for the desired Load.
Click the Submit Quotes button.
Carrier Quote Settlement
Select a Load from the list of available Loads. Choose the Quote Settlement tab to view payment settlement information.
In the Carrier Quote Settlement:
Update an invoice total based on a specific reasons.
Upload documentation related to the Load.
Select a Payment Terms record to apply to the invoice.
Confirm Charges
Enter any values or adjustments to the following Carrier Quote fields:
Invoice Total
Enter a new value in the Invoice Total box.
Currency
If necessary, select a Currency from the picklist.
Variance from Quoted Total
Automatically calculated and displayed as the Variance from Quoted Total.
Reason for Variance
Select the reason(s) and add or remove options as applicable.
Invoice Number
Enter the Carrier-provided Invoice Number in the box.
Click the Save button to add the Quote Settlement changes.
Upload Supporting Documents
Upload any documents related to the Load and attach them.
From the Document Type picklist, choose the type of document to upload. Use the Choose File button to select the document file.
Click the Save button to upload the document file and add it to the Load.
Each file is limited to a size of 2GB.
When uploading documents, the Load Carrier Uploads field is set to BOL, Invoice, or Weight Certificate according to the file type selection.
Files are named based on the Document Type and File Type selected in the component.
Example: <Document Type>.<uploaded file type>, Carrier Invoice.png.
All image files are evaluated to determine if the Customer Invoice Document requirements are met.
When all criteria are met, the Customer Invoice Documents Received field is checked.
For Delivery Receipt file selections, the Load POD Received field is checked.
Confirm Payment Information
Confirm the Carrier Remit To information is accurate and select any applicable Payment Terms.
From the Payment Terms picklist, select the appropriate Payment Term record.
Click the Save button to include the Payment Terms.