Overview
Freight Quote Assistant
Generate Customer Quotes (brokers) and Carrier Quotes (brokers and shippers) with the Freight Quote Assistant tab located on the Load detail page.
While the page is rendering, any stored-rate customer and/or Carrier quotes are created. This process can also include API callouts to LTL carriers.
Freight Quote Assistant LWC Properties
The Freight Quote Assistant is a Lightning Web Component (LWC) that allows users to generate and manage customer and Carrier quotes. The Freight Quote Assistant LWC contains 3 child LWCs - the Customer Quote Builder, the Carrier Quote Builder, and the Insurance Quote. Click Setup → Edit Page and select the Freight Quote Assistant component. The following properties are configurable on the right side.
Show Customer Quote: Un-hides/hides the Customer Quote section of the FQA.
Show Carrier Quote: Un-hides/hides the Carrier Quote Section of the FQA.
Show Insurance Quote: Un-hides/hides the Insurance Quote Section of the FQA.
Insurance Program Name: The display label of the Insurance Quote section (default: All Risk Insurance Coverage).
Salesforce requires user email addresses to be verified for accountability and security. If a user is encountering issues and not sending emails, confirm that the email address is verified. See the Getting Started guide for steps to verify the email address.
The margin displayed on the Customer Quote Builder LWC is a live calculation that includes the Carrier quote and all Accepted Vendor quotes.
Removing a Carrier from a Load with an Accepted Carrier quote adjusts the quoted margin fields. When the removed Carrier’s quote is displayed in the Freight Quote Assistant, the values are included in the margin calculation on the Customer quote side. This margin calculation is a live “displayed margin” that calculates the difference between the Customer and Carrier quote sides of the FQA. The Carrier quote is included in the calculation and does not need to be Accepted.