Carrier Quote Builder LWC
The Carrier Quote Builder Lightning Web Component (LWC) is a component of the Freight Quote Assistant (FQA). Manually create Carrier or Vendor type Carrier quotes on the Carrier Quote Builder. Once a quote is selected, the quote may be Accepted, Tendered, or Assigned to a Carrier from the LWC. Multiple Carrier and Vendor type Carrier quotes may be accepted on the same Load.
Carrier type Carrier Quotes
The Carrier Quote Builder LWC allows users to complete the following actions.
Get a quote from a Carrier.
Enter/Update and Save a Carrier or Vendor type Carrier Quote.
“Quick” Tender a load to a carrier.
“Quick” Assign a load to a carrier.
Look at any and all existing Carrier quotes from any source.
Dynamically calculate both amount-based and rate-based quotes.
Assign and Tender emails are sent by the Send Email LWC. The Send Email LWC allows for selecting recipients and previewing emails and any attachments.
Request for Quote emails are limited to a single batch of 40 emails.
Request for Quote emails are sent as an asynchronous Future Method.
If a Future Method fails while processing the Request for Quote email send, a Queued Transaction record is created with a Failed status. The email send operation is retried as a Queued Transaction. See Salesforce documentation here.
The Max Pay Amount and Offer Rate are informational, load-level fields that represent bounds to any quotes from carriers.
If the Carrier Quote Total field is greater than the Max Pay Amount field, the Load cannot be tendered to a Carrier. Add Add the Max Pay Amount field to the page layout if encountering errors for larger Carrier quote amounts.
Add fields to the Carrier Quote section of this page with the Carrier Quote TMS3 field set.
Accessorial Charges
Accessorial charges may be manually entered on the Carrier Quote Builder and applied to the Carrier quote.
Accessorial Rate Entries may be created to match the appropriate Load/Quote criteria.
Several actions search Rate Entries for a match and apply when appropriate.
When manually creating a Carrier quote and clicking Save.
Clicking Accept for a particular Carrier quote.
A Carrier quote is tendered to a Carrier with the Tender button.
A Carrier quote is assigned to a Carrier with the Assign button.
Pills on the Pricing Summary show Quote information.
The Spot pill indicates that the Quote was a Spot Rate, not a Stored Rate.
When the Carrier on the Carrier Quote was sent a Request for Quote, the Quote Requested pill is displayed.
Carrier Services without a quote contact do not display the Quote Requested pill.
When the Carrier Quote is Accepted, Tendered, or Assigned, the pill updates.
The Accepted pill displays on the Carrier quote.
See Rate Entry information for creating Rate Entries and applying them to Carrier quotes. Select the Auto-Apply checkbox on the Rate Entry to add the charges automatically.
Managing Carrier Quotes
Depending on rating integrations and Rate Entries, multiple Carrier quotes may be available on the Load. Additional Carrier quotes are stored on the Carrier Quote List LWC.
Loads may only have 1 Assigned (or Tendered) Carrier. Loads that already have a Carrier assigned display the Remove Carrier modal when attempting to assign or tender to another Carrier. The first Carrier must first be removed before the second is assigned or tendered.
The Remove Carrier modal is the same modal found on the Carrier Banner LWC. Removal email notifications and additional charges may be included when removing the Carrier from the Load.
Carrier Quotes that are associated with a customer Lane Preference appear on the Carrier Quote Builder with the Preferred Lane pill as shown below.
Vendor type Carrier Quotes
Vendor quotes provide the ability to quote Vendors that do not move the freight for a Load.
Common use cases for a Vendor type Carrier quote:
Carriers owed a TONU and no longer moving the Load.
Third-Party Vendors providing storage, cross dock services, etc..
Additional Vendors owed funds for the Load.
Select the Vendor Quotes tab at the top of the Carrier Quote Builder to view the Vendor Quotes section of the LWC.
Vendor type Carrier quotes are manually created, saved, and accepted on the Carrier Quote Builder. Like Carrier type Carrier Quotes, Vendor type Carrier Quotes require a Vendor Service.
