Carrier Guest

The Carrier Guest Lightning Web Component (LWC) enables carriers to enter driver information, send status updates, upload documents, and view settlement information without requiring a login to the email loop site. Throughout the pages, there are text areas to confirm or instruct the carrier guest user.

Note: Configure the messages displayed in this LWC in the Community Configuration section in TMS Admin → Document Options.

Configure the following Carrier Guest LWC properties in the Experience Builder for the carrier guest email loop:

• Show Delivered Loads: When checked, this field displays Loads with the Delivered status in the Carrier Guest LWC.

• Load Lookback Period: Set a value in this field to control the number of days of Loads to include in the Carrier Guest LWC.

• Load Results List Size: Set a value in this field to control the number of Loads per page displayed in the RFQ Load Board LWC. The default value is 25.

The following LWCs are children of the Carrier Guest LWC.

Request for Quote (RFQ)

Quote requests are sent from the TMS, and carriers may submit a quote in the Carrier Quote LWC.

1. Load fields are displayed in this 4-column section. Add fields to the Load TMS12 field set to add additional fields to this section.

2. Load fields are displayed in this 1-column section. Add fields to the Load TMS13 field set to add additional fields to this section.

3. Load accessorials are listed in grey pills.

4. Enter the following information in these quote fields:

   • Freight charges

   • Fuel surcharge

   • Accessorial charges

     Note: Accessorial charges associated with a Stop are indicated with the Stop number.

5. The freight, fuel, and accessorial charges are dynamically added together in the Carrier Total field.

   Note: For multi-currency orgs, select the appropriate currency from the picklist.

6. Select Submit to send the quote to the TMS.

   Note: The QueuedTransactionJob must be running to process Carrier Quote submissions.

7. Configure text for the Carrier Quote Footer in the Community Configuration section in TMS Admin → Document Options.

Once a quote is submitted, the user receives a success message. The quote is then processed as a Queued Transaction and is available in the Carrier Quote List.

If a carrier attempts to submit a quote for a Load that is already assigned to another carrier, the following message appears in the Carrier Quote LWC.

Accept/Decline Load Tender

Load tenders are sent from the TMS, and carriers may accept or decline the tender in the Carrier Tender Accept/Decline LWC.

If the carrier accepts the tender and the Enable RFQ Load Boards field is not checked in their Carrier Transportation Profile, the LWC displays the acceptance message.

If the carrier declines the tender, the LWC displays the decline message.

If the carrier attempts to accept or decline the tender but the Load has already been accepted, declined, or assigned to another carrier, an error message states that the link is obsolete.

RFQ Load Board

Note: Refer to the Email Loop Setup document to complete the setup for the RFQ Load Board LWC in the carrier guest email loop. Ensure that carriers who should have access to the RFQ Load Board have the Enable RFQ Load Board field checked in their Carrier Transportation Profile.

To add Loads to the RFQ Load Board, check the Carrier Portal field on the Load Postings LWC or in the Load Lightning Record Page (LRP).

Additionally, to enable the Book It feature for a Load, enter a value in the Offer Rate field. You can optionally add the Offer Rate Type, such as Rate per Mile or Rate per Kilometer, if it is not a fixed cost.

Access via Load Tender Acceptance

When carriers select Accept in the Load Tender email, they are directed to the Carrier Tender Accept/Decline LWC first.

If the carrier accepts the Load Tender and the Enable RFQ Load Board is checked in the Carrier Transportation Profile, then the RFQ Load Board LWC populates.

Note: Carriers must accept a Load Tender first before they may access the RFQ Load Board LWC. If the carrier declines Load Tender, the RFQ Load Board is not available to the carrier.

Load Search

Carriers may filter Loads based on the following search criteria:

Matching Loads

Click Search to refine the list of available Loads in the RFQ Load Board that match the entered criteria.

The carrier selects a Load to open the Carrier Quote LWC at the bottom of the list. The same process for submitting a Carrier Quote as the Request for Quote (RFQ) section applies.

Once the carrier submits a quote, the selected Load is removed from the RFQ Load Board and cannot provide another quote for that Load again.

Note: The QueuedTransactionJob must be running to process Carrier Quote submissions.

Note: Add fields to the Load TMS12 field set to display additional Load fields on the Carrier Quote LWC in the RFQ Load Board when bidding on Loads.

If the Load has a value in the Offer Rate field, carriers can cover the Load by selecting the Book It button.

When carriers select Book It, a Carrier Quote is created in the TMS with the following fields set:

• Effective Date: Today’s date

• Book It: Checked

• Book It Source: TMS

• Net Freight Charges: The Load’s offer rate

Note: The Carrier Quote created is not automatically accepted. The Load Status field remains in Quotes Received until the Carrier Quote is tendered.

Access via Artimus™ AI Truck Posting Submission

Caution: Make sure the cloned TMS Carrier Email Loop permission set used for the email loop guest user has the Read permissions for the Truck Posting object and fields. The Contact object must have Read object permissions as well. Refer to the Email Loop Setup document for more information.

A Carrier Load Board email is sent to the carrier if the following are true:

• A Truck Posting record was created with Artimus™ AI

  Note: This record can be created from the Text to Truck Posting LWC or by emailing the address in the Truck Postings email service directly. At least one Equipment Type must be AI Enabled in order to create Truck Posting records.

• The Contact or email address is associated with the carrier account

• The Carrier Transportation Profile has the Enable RFQ Load Board field checked

The email grants the carrier access to the RFQ Load Board, allowing them to view and bid on available loads that match their preferred lanes.

Disable RFQ Load Board

If the carrier guest receives the Carrier Load Board email but the internal user unchecks the Enable RFQ Load Board field in the Carrier Transportation Profile, the guest user cannot view the load board and is presented with an error message.

Check the Enable RFQ Load Board field so the guest user can view the RFQ Load Board LWC again.

Your Truck Postings

All Truck Posting records created from the request to Artimus are displayed in the Your Truck Postings section in the RFQ Load Board.

Each Truck Posting best matches to the Equipment Type that has the AI Enabled field checked. If there is no origin or destination in the Truck Posting record, the City and State fields use a question mark (?) as a placeholder.

Note: Configure the instructions in this RFQ Load Board access with the Carrier Posting Load Board Instructions field in the Community Configuration section of TMS Admin → Document Options.

The link in the email to this LWC expires on the latest available date out of all the Truck Postings. For example, if one Truck Posting’s available date is December 5  and the other Truck Posting’s available date is December 8, the link to the RFQ Load Board expires on December 9. An error message is presented to the carrier if the link has expired.

The carrier can select the Non-Preferred Lane button to automatically create a Lane based on the origin and destination, and then create and associate the Lane Preference with the Carrier Transportation Profile. The Lane Preference includes the Carrier Service as the Preferred Carrier Service, along with the Equipment Type from the Truck Posting.

When the icon is blue , it indicates that the lane of the Truck Posting is a preferred lane. Select the blue icon to remove the Lane Preference from the Carrier Transportation Profile.

Note: Carriers can only create Lane Preferences with Truck Postings that have an origin and destination.

TMS Note: Adding and removing Lane Preferences from the RFQ Load Board is performed via Platform Events. It may take some time to update the Lane Preference information between the add/remove Lane Preference operation in the LWC and the records being added/removed in the TMS.

Load Search

The carrier can also check a Truck Posting and select the Advanced Search button to automatically populate the Load Search section with the following information from the Truck Posting record:

Caution: The Date Available and Carrier Service Truck Posting fields are required to view the record in the RFQ Load Board. If these fields are blank, error messages will appear in the RFQ Load Board. The pickup information is required to create a Truck Posting via Artimus™ AI.

Select Search to search for Loads with the matching criteria, or select Reset to return to the list of Truck Postings. Only the Pickup and Dropoff details, Ship Date, and Modes are retained when the Reset button is selected.

Matching Loads

The Matching Loads section automatically populates a list of Loads that match the lane and Equipment Type with the same Ship Date as the checked Truck Posting. This feature allows carriers to match the carrier’s Truck Postings to matching Loads.

Note: The checked Truck Posting does not need to have a Lane Preference for the matching Loads to automatically populate in the list.

Select Advanced Search to open the Load Search section and refine the search to filter for different Loads based on additional criteria.

The carrier selects a Load to open the Carrier Quote LWC at the bottom of the list. The same process for submitting a Carrier Quote as the Request for Quote (RFQ) section applies.

Once the carrier submits a quote, the selected Load is removed from the RFQ Load Board and cannot provide another quote for that Load again.

Note: The QueuedTransactionJob must be running to process Carrier Quote submissions.

Note: Add fields to the Load TMS12 field set to display additional Load fields on the Carrier Quote LWC in the RFQ Load Board when bidding on Loads.

If the Load has a value in the Offer Rate field, carriers can cover the Load by selecting the Book It button.

When carriers select the Book It button, a Carrier Quote is created in the TMS with the following fields set:

• Effective Date: Today’s date

• Book It: Checked

• Book It Source: TMS

• Net Freight Charges: The Load’s offer rate

Note: The Carrier Quote created is not automatically accepted. The Load Status field remains in Quotes Received until the Carrier Quote is tendered.

RFQ Load Board Quote Criteria and Logic

The following criteria show how Carrier Quotes are impacted during and after submission:

• A carrier may only submit one (1) quote per Load.

  • Quotes from other carriers can be received until the Load Status field is set to Tendered.

• The Load Status updates to Quotes Received when a carrier submits a quote.

  • The Net Freight Unit, Qty, and Amount fields on the Carrier Quote may not be updated. Fuel and Accessorial charges may be edited.

• The RFQ Load Board respects the Max Pay Amount field of the Load.

  • Carrier Quote amounts greater than the Max Pay Amount cannot be tendered.

Note: Loads are removed from the Load Board when the Load Status field is set to Tendered.

Accessorial Exclusion Logic

Accessorial Exclusions are enforced on the RFQ Load Board. Accessorial Exclusions prevent Loads from displaying in the Load Board for that carrier.

The Accessorial Exclusion Effective Date and Accessorial Exclusion Expiration Date fields control when the Accessorial Exclusion prevents a Load from displaying to a carrier.

The Accessorial Exclusion applies to the carrier when the Effective Date of the exclusion is before or on the Load Ship Date. The Accessorial Exclusion Expiration Date must also be after the Ship Date.

Carrier Exclusion Logic

Carrier Exclusions are enforced on the RFQ Load Board. Carrier Exclusions prevent Loads from that customer from displaying on the Load Board.

The Carrier Exclusion applies to the carrier when the Effective Date of the exclusion is before or on the Ship Date. The Carrier Exclusion Expiration Date must also be on or after the Ship Date.

Request Carrier Status

The status for In Transit Loads may be submitted in the Carrier Guest component.

1. Provide the Carrier with the Carrier Status Link on the Load record. This can be done via email template or copy/paste and emailed to the Carrier.

2. The first page is the Carrier Load List LWC and lists all Loads the Carrier is assigned. This list is split into In Transit and Delivered Loads.
    

3. Click the Load Number link for the Load to update. 

4. Once a Load record is opened the following actions may be taken.

   1. Add or update driver information.

   2. Add or update status updates.

   3. Add and upload Load documents.

Stop Status

Carriers can submit route and stop update information on the Stop Status LWC.

1. Click the En Route/Arrived/Departed stage on the Path to enter Load status information. 

2. Enter all pertinent information in the Route/Stop Status fields. Include additional Comments as necessary.

3. Click Send Update.

Load and Stop status information submitted in the Carrier Guest LWC updates the Load Last Tracking Update field.

Tracking Updates

User selects En Route

• The Where are you now? fields are displayed.

• The Last Reported location fields are entered by default.

  • No default values display if no location information was previously received.

• When updates are saved, the following fields are updated in the TMS.

  • Carrier ETA Date

  • Carrier ETA Time

  • Stop Status

  • Carrier Status

  • Carrier Status Comments

  • Last Reported City

  • Last Reported State/Province

  • Last Reported Country

User selects Arrived

• The Arrival Date and Arrival Time fields are displayed.

• When updates are saved, the following fields are updated in the TMS.

  • Stop Status (Arrived)

  • Carrier Status

  • Carrier Status Comments

  • Last Reported fields

    • The Last Reported City, State/Province, and Country fields are set to the Stop location.

User selects Departed

• The Arrival Date, Arrival Time, Departure Date, and Departure Time fields are displayed.

• The Load Status is set set to Delivered if the last Stop on the Load.

• When updates are saved, the following fields are updated in the TMS.

  • Stop Status (Departed)

  • Arrival Date

  • Arrival Time

  • Departure Date

  • Departure Time

  • Stop Status

  • Carrier Status

  • Carrier Status Comments

    • The Last Reported City, State/Province, and Country fields are set to the Stop location.

Carrier tracking updates are processed by the Queued Transaction job. Default values are not available in the Carrier Guest LWC until the job completes processing updates.

Upload Load Documents

Depending on company settings and configuration, Load documents may be uploaded when the Load Status is Delivered. When the Carrier selects a Load that is delivered, the option to upload documents is available.

From TMS Admin → Customer Invoice Documents list, set the Carrier Upload field to Checked to allow Carriers to upload select documents and document types.

Each file is limited to a size of 2GB.

1. Select the appropriate document type from the Picklist.

2. Click Upload Files to select an image or drop files into this space. 

   1. The Stop Status LWC supports uploading the following image types:

      1. PNG

      2. JPG

      3. GIF

3. Click Send Update.

When Carriers upload documents, the Load Carrier Uploads field is set to POD, BOL, or Invoice depending on 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.

Carrier Settlement

Once the Carrier chooses the Request Payment button or the Load is delivered, Carriers are presented with the Carrier Settlement LWC.

Carriers may enter invoice information and upload invoice documentation.

Each file is limited to a size of 2GB.

1. Click the Upload Files button under Attach Invoice.

2. Select the appropriate invoice file to submit for the Load.

3. The Carrier Settlement LWC invoice attachment supports uploading the following file types:

   1. PNG

   2. JPG

   3. GIF

   4. PDF

When Carriers upload documents, the Load Carrier Uploads field is set to POD, BOL, or Invoice depending on 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.pdf.

• 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.

Carriers upload additional required documents on the Carrier Settlement LWC. For example, Stop-specific POD documents may be required. The options available in the picklist is determined by the Global default Customer Invoice Document settings. Any selections on the Global default with the Carrier Upload field Checked appears in the picklist.

1. Select the document type from the picklist.

2. Select the appropriate image to submit for the Load.

3. The Carrier Settlement LWC required documents section supports uploading the following file types.

   1. PNG

   2. JPG

   3. GIF

When a Carrier has attached all required documents, they may choose Submit for Payment to send all attached Load financial documentation.