Overview
Customer Portal Queue
If the Review Before Tender field on a user’s record is checked, the Tender buttons’ behavior on the Quote Wizard is modified as follows:
The Load is not tendered.
The selected Carrier quote is accepted (LTL only).
The Review Before Tender field on the Load is checked.
The Review Before Tender Message is displayed to the user instead of the normal message.
If insurance was requested:
The Insurance Policy Status field on the Load is set to Authorized.
The Insurance Policy Status as of field on the Load is blank.
The user is no longer be able to access the Load with the Quote Wizard. An internal user must tender the Load and authorize the insurance, if applicable. Custom flows and triggers can be used based on the Review Before Tender field on the Load to set notifications or queues.