Warning
When configuring a Customer Portal or Carrier Portal, confirm data is not accessible and is secured with security profiles and sharing settings. Review all permission set adjustments to ensure they meet business needs without exposing data unnecessarily.
Carrier Self-Service Portal
The carrier self-service portal provides the following capabilities to participating Carriers.
View load board of available loads and submit quotes for those loads.
Maintain a list of truck/equipment postings, match them to available loads, and submit quotes for those loads.
Portal Setup
Set up an Experience Cloud Site for Carriers using a Lightning template.
Assign the TMSCarrier Community with Login permission set to Site users.
Expose the following Visualforce pages to users from links on the home page or other desired pages.
CarrierLoadBoard
CarrierTruckPosting
Expose the following Visualforce pages to users as subtabs on a Load page layout.
CarrierQuoteSettlement
Note that the Carrier Portal field needs to be checked for a load to be visible on the CarrierLoadBoard or CarrierTruckPosting pages.
Create a new page and add the Lane Preference Manager component to allow Carriers to create Lane Preferences.
The Load Carrier Portal field must be Checked for each Load record to appear in the Carrier Portal.
Digital Experience/Carrier Portal components are designed to only display information when they detect a user or customer moving their mouse. This security feature prevents bots from accessing Digital Experience components.
See additional Salesforce resources for more information on creating Carrier or Customer Portal sites.
Salesforce Build & Customize Experience Site
Carrier Load Board
Users may log in to a Carrier Portal to view a Load Board with available Loads and submit quotes for those Loads. The CarrierLoadBoard Visualforce Page provides search fields to filter available Loads.
Loads are filtered to prevent Quoting Contacts from quoting Loads for unsupported Modes. Additionally, Loads may be filtered to only display when the user is the Quoting Contact or Tender Contact for the Carrier Service.
Navigate to TMS Admin → Configuration and Check the Carrier Portal Contact Filter field to limit Loads based on the matching Quoting or Tendering Contact.
Users log in to the Carrier Portal and find the Load Board.
Enter field information to find available Loads. Note that Origin City and Destination City values are required to return Loads. Click the Search button to find Loads.
The Reset button clears all of the filter criteria to allow for searching Loads available from other Origin and Destination City locations.
Users may 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 user submits a quote for a given Load, that Load no longer appears in the list of available Loads.
Make sure that the proper profile, permission set, and sharing settings are properly applied for full functionality.
Carrier Truck Posting
Users may log in to the Carrier Portal and create Truck Posting records for available capacity.
The Service field contains each of the associated Carrier Service for the user. 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.
The Edit and Delete buttons allow for updating or removing 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 that match the equipment 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
Users may select a Load from the list of available Loads. Choose the Quote Settlement tab (or other navigation as necessary) to view the Carrier Quote Settlement VisualForce Page.
The page contains the ability to complete three actions.
Update an invoice total based on a selection of reasons.
Upload supporting documentation to the Load.
Select a Payment Terms record to apply to the Invoice.
In the first section, enter any values or adjustments to the following Carrier Quote fields.
Vendor Settlement Total
Enter a new value in the Invoice Total box.
If necessary, select a Currency from the picklist.
Vendor Settlement Variance
Automatically calculated and displayed as the Variance from Quoted Total.
Variance Reason
Select the reason(s) and click the arrow buttons to add or remove the cause for the variance.
Vendor Invoice Number
Enter the Carrier-provided Invoice Number in the box.
Click the Save button to add the Quote Settlement changes.
In the second section of the Page, upload any supporting documents and attach them to the Load.
From the Document Type picklist, choose the type of document to upload. The options available in the Document Type picklist are those in the Settlement Document Type Global Picklist Value Set.
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 Carriers upload 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.
In the third section of the Page, confirm the Carrier Remit To for payment information 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.