[Build Shipment] Adding carrier from build shipment
Document Status | IN PROGRESS |
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Last updated | |
Stakeholder | Eva N Ponce Radion |
Designer | |
Developer |
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Ticket |
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Design | https://www.figma.com/file/GAO6Hteos4XFXJYfRmCLOo/Build-Shipment?node-id=0%3A1 |
Purpose
In order for users to quickly invite and tender a load out to a new carrier
Dependent Factor: Based on the requirement settings, the flow will vary due to the carrier validation process.
Book & Tender Flowchart
There will be two scenarios depending on what carrier validation requirements the user had set up.
Requirement Settings Ticket:
https://zuumapp-team.monday.com/boards/1440013063/pulses/1496349092

Flow #1: When Ok-to-Load/DNU is Required
Design: here
Step #1: Select a carrier

Select a carrier
Click the field to select the carrier
Step #2: Invite a Carrier

Select a Carrier
As soon as you click the “Select a carrier” field, you will get a dropdown to invite or select the existing carriers
Invite New Carrier
This link will give you the “Invite Carrier” modal that we use to invite new carriers
Carrier Status Note
This note will only show up when the Ok to Load/DNU requirement is turned ON
Existing Carriers
This is the list of carriers that we have in our database
Step #3: Invitation Sent Successfully

Invitation Sent Banner
This shows up when you complete the carrier invitation
Close button
This will close the banner
Go to Carrier Database
This link will take you to the carrier database > In Validation
Validation not required?
This link will take you to the Configuration > Requirments Setting
Flow #2: When Ok-to-Load/DNU is Optional
Design: here
Step #1: Select a carrier

Select a carrier
Click the field to select the carrier
Step #2: Select a carrier

Select a carrier
Clicking this field will give you a dropdown where you can invite or select from the carrier database
Invite New Carrier
This will bring up the “Invite Carrier” modal
Step #3: Tendering a load to a non-verified carrier

Invited Carrier
When the validation requirement is optional, we can tender a load regardless of the carrier’s verification status
Once the carrier is invited via the Carrier Tender Options modal, the carrier will be entered here
Rating
This will be the same as now
MC/DOT #
Currently, MC & DOT # is listed separately but we should combine it
Carrier Status
There are two parts to it:
First part: Ok to Load or Do Not Use
Second part: Verification Status
Verified = All the required documents are uploaded
Not Verified = There are missing documents
Not Verified Tag
When you hover, you will get a tooltip showing what documents are missing