Test flow – Carrier

Your role: Carrier (portal login)

You bid on the published load, deliver the shipment, and get paid by the company. You must only see this company's loads – and never the customer's details or price.

Start: Your carrier account is registered and can log in. The company admin has set your insurance end dates in the future.
Whole shipment: Setup → Lead / Customer → RFQ → Quotation → Load Board bid → Order → Dispatch → Delivery (POD) → Customer invoice → Carrier invoice → Reports

1. First look and own set-up (shipment stage 2)

  1. Log in → Setting → General Setting: Approved / Rating / Internal notes / Carrier Type are shown but must NOT be editable by you – tell us if they are.
  2. Carrier → Driver Manage → Add Driver: an empty form must be refused [upload]; add a driver with name, phone, vehicle and choose Country / State / City with the search boxes [upload]. Check Driver List.
  3. Carrier → Truck Manage → Add Truck (Driver Name comes from your Driver List; the green + adds a driver); check Truck List.

2. Quote on the load (shipment stage 6)

  1. Load Board → Load Board List: the published load appears (only this company's).
  2. Add Quote: try empty (refused), a bid above the allowed amount (the message must NOT show the customer's price [upload]), a valid bid, and a second bid on the same load (refused).
  3. Load Board → All Bid shows your bid.

3. Bid approved (stage 7)

  1. You get a "Bid Approved" notification; Closed Bids shows it.

4. The order is dispatched to you (stage 8)

  1. Order → Order List shows the order; Assign Driver shows driver, phone, truck, trailer, PAPS/PARS from the dispatch [upload] → change → Assign. Driver Manage → Driver Order List shows it.
  2. No customer name / email / phone / customer PO / customer price anywhere (Order List, panels, Order Report, Invoice Report, Tracking list and its order view) [upload]; Order PDF and customer invoice PDF say "not found"; Rate Confirmation and BOL open (no customer PO on the BOL).

5. Deliver the shipment (stage 9)

  1. Order → Tracing → Update Tracing on the order: try empty (must say required).
  2. Choose Pickup + Country / State / City + a note → Update. Reopen the popup: the last saved values show [upload].
  3. Repeat with In Route, then Delivered + Proof Of Delivery: a PDF, Word, txt or PNG file under 5 MB is accepted; a .php or .html file is refused [upload]. Order In Transit and Delivered Orders (with View POD) follow.
  4. Tick Send Email on one update: the customer gets one email (admin in copy); no tick = no email [upload].

6. Invoice and payment (stage 11)

  1. Invoice & Payments → Unpaid Invoice List shows your invoice (after the admin received it).
  2. After the admin pays (part, then full): Paid Invoice Orders, Order → Paid Orders and Report → Invoice Report agree.

7. Reports (stage 13)

  1. Report → Order, Bids, Invoice, Driver Report: each shows only your own data and no customer details.

8. Isolation check (stage 14)

  1. Delivered Orders and Load Board show only your companies.
  2. A brand-new carrier with no data: dashboard and every list are empty; nothing from other companies.
  3. Type another carrier's order / invoice id in the address bar → "not found".

9. Notifications and the rest (stage 15)

  1. The bell updates by its own background check; the page never reloads by itself.
  2. Profile and Agreement pages open.
Sea Link – test flow for this role, taken from the combined software-flow document (FULL_TEST_FLOW.md). Numbers in brackets show where the step sits in the shipment.