Customer Actions needs to be set up since this will determine whether the quotes for the carriers will be on-demand which means it will only generate upon clicking a button or auto which automatically generates the quotes in the quotes modal.
To set up your custom actions for quotes generation follow these steps:
- Navigate to the Team Settings page and click on the Custom Actions module.
- Navigate to the Others tab and click on the + circle button
- In the Create Action module select the following:
- Action Type – Select Get quotes from carriers
- Event Trigger – Select Shipment – Created
- Request Quote – Select either On-Demand or Auto
- Click on the Create button to save the changes and the user will be able to see the success toaster.
- To edit the saved settings click on the pending icon button to open again the Create Actions modal.
- To delete the saved settings click on the delete button, and click on the Confirm button to successfully delete the settings.
