TMS 7.12 Carrier Match

Overview

Find Carriers

The Carrier Match Lightning Web Component (LWC) provides the ability to view and engage Carriers from multiple sources. Available Carriers are pulled from internal truck postings, delivering loads, and integrated load boards. By default, the Carrier Match LWC is found on the Find Carriers Tab of the Load page layout.

Configuration

1. From the Load record page, click the Setup gear at the top right.

2. Click Edit Page.

3. From the App Builder > find and click the Carrier Match (LWC).

4. From the Properties menu on the right, set the default values. The values set here will render when the user opens the Carrier Match component and remain until changed by the user:

   1. Domicile (Origin) Default Radius

   2. Domicile (Destination) Default Radius

   3. Delivering (Origin) Default Radius

   4. Posted (Origin) Default Radius

   5. Distance Units

   6. Posting Age

   7. Capacity Filter

   8. Hide Customer View - for security purposes, you can hide the Customer Name from the Loads Delivering Section.

Carrier Service List

The initial list of In-Network Carrier Services is filtered based on the following criteria:

1. The Carrier Service is enabled.

2. The Origin State and Destination State match the Carrier’s Transportation Profile record state/province coverage.

3. The Load Weight matches the weight range of the Carrier Service record.

4. The (Load) Customer’s Transportation Profile does not have a Carrier Exclusion record for the Carrier.

5. If it is an API-based Carrier Service, Enabled is set on the API-specific Credentials card.

Optional filters

Further narrow the Carrier Services search using the optional filters:

1. The Name filter matches the Carrier Service record name.

2. The Cargo Carried filter matches the Carrier’s Transportation Profile record field value.

3. The Cargo Domicile filter matches the Carrier’s Account Shipping State value.

4. The Carrier Review Status filter matches the Carrier’s Transportation Profile Carrier Review Status. 

5. The Rating filter matches the Carrier Service record rating.

6. The Equipment filter matches a Carrier Transportation Profile’s Carrier Equipment related list entry.

7. The Other Carrier Capabilities filter matches a Carrier Transportation Profile’s same field.

Carrier Match Capacity Filters

When the Capacity Filter is On, the Canada Province Coverage, Mexico State Coverage, and US State Coverage fields on the Carrier Transportation Profile matches are included in the search criteria. If the Capacity Filter is Off, the coverage fields are skipped and NOT included in the search criteria. In the screenshot above the Capacity Filter is On.

In Network Selection

Internal and load board Carriers that are already setup in your organization.

Carrier List Filters

If Accessorial Exclusions are set up, Carrier Services are excluded if the accessorial exists on the Load and the exclusion is set for the same accessorial.

Send request for quotes

Select one to many Carriers in the In Network list to send a Request for Quote (RFQ). 

1. Use the checkboxes on the left of each row to select the Carriers.

   1. To select/deselect all, click the top checkbox to the left of Review Status.

2. Click Get Quotes

• 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 Request For Quote email is sent to the Quote Contact set on the Carrier Service record. 

Column detail

Out of Network Selection

Load board Carriers that are not setup in your organization. All information is pulled from the Truck Posting record. Truck Posting records are created by the enabled truck search/load board integrations.

Click once on any of the column headers to sort the rows. 

In Network Carriers may also appear in the Out of Network section. The Out of Network section lists active truck postings within range. 

Review/setup Carriers

Depending on the Carrier Setup integration, it may be possible to select a Carrier from the Out of Network section, then click Review (this will create an Account and Transportation Profile) to set up in your organization for compliance approval. A manual review process is also possible by selecting the check box for the Carrier and then the Review button.

Column Detail

Loads Delivering Section

Loads Delivering lists all Loads within your organization that are delivering within range set for Delivering (Origin). This list respects sharing settings. 

• Click once on any of the column headers to sort the rows. 

• This section does not filter Carrier Services like the In-Network section.

The Carrier Match LWC displays loads from integrated load boards including:

• DAT

• Truckstop

• Trucker Tools

  • if a load has been posted to the Trucker Tools load board 

Truck Postings

This is a list of all In-Network (internal) and Out of Network (external) truck postings.  

• Click once on any of the column headers to sort the rows. 

• This section does not filter Carrier services like the In-Network section.

No actions available in the Loads Delivering or Truck Postings sections.