Application Layout and Roles

Broker TMS:

The application is divided into three main sections; Operations, Administration and Finance. Within each section different user roles are available, each with varying levels of access that can be set by the broker.

 

Operations

The Operations section includes all of the carrier and shipper Operations and Administrative actions. The links visible on this page will vary with each user depending on their role. The example below shows all possible links available to the Operations Page.

To view additional options, click the icon to open the dropdown menu.

• Insights - If enabled, view dashboards that display graphs based on your data.
• Order Management - This section is used for managing orders
  • Orders - Create and view orders
  • Order Optimization - Under Development
• Load Management - This section is used for Carrier and Shipper Operations. Everything from creating a new load, to sourcing and negotiating with carriers is here.
  • New Load Entry
  • Tendered Loads
  • Capacity Assignment
  • Marketplace - This section expands to show more tabs.
    • Available
    • Load Matching
    • Negotiations
    • Available Trucks
  • Active Loads
  • Delivered Loads
  • All Loads
• Data Management - This is where Carrier and Shipper Administration tasks such as adding a new carrier or shipper can be done.
  • Customers/Shippers
  • Carriers
  • Locations
  • Quotes/Contracts
  • Approval Queue
• Tools - Certain actions will generate notifications which can be viewed here. Generate reports based on operational activity from here as well. The mailbox where documents are delivered is also accessible from here.
  • Notifications
  • Reports 
  • Mailbox
• Messages - View and send SMS and ELD messages from here.
  • SMS Messages
  • ELD Messages

Administration

This section focuses on Broker Administrative tasks, and is used to manage all users, shippers and carriers. 

• Users - As the broker admin, this page is used to manage all users added by the brokerage. 
• Customers/Shippers - View and manage all of the shippers added by the brokerage.
• Carriers - View and manage all of the carriers added by the brokerage.
• Configurations - Top level configurations for the broker are set from here.
• Archived Loads - Archived load data is viewable from here.
• Locations - Saved locations can be added and edited from here.
• Notifications - Certain actions will generate notifications which can be viewed here.
• Reports - Generate reports based on the activity of shippers and carriers.
• Mailbox - View and download documents sent to the mailbox.

Finance

All Broker financial tools are found in this section.

• Insights - If enabled, view dashboards that display graphs based on your data.
• Payables - Filter data and view results, export to CSV and release payables.
• Receivables - Filter data and view results, export to CSV, enter batch payment, search batch details.
• General Ledger - View load-level journal entries and consolidated general ledger entries.
• Notifications - Certain actions will generate notifications which can be viewed here.
• Reports - Generate reports based on the financial activity of the brokerage.
• Mailbox - View and download documents sent to the mailbox.

Carrier TMS:

The application is divided into three main section sections; Carrier Operations, Carrier Administration, and Finance. Safety Manager and HR Administration are also available. Within each section different user roles are available, each with varying levels of access that can be set by an administrator.

Carrier Operations

The Carrier Operations section includes all of the dispatch functions as well as customer and carrier operations and administration functions as well.

To view additional options, click the icon to open the dropdown menu.

• Insights - View dashboards that display graphs based on your data.
• Order Management - This section is used for managing orders
  • Orders - Create and view orders
  • Order Optimization - Under Development
• Load Management - This section is used for Operations. Everything from creating a new load, assigning loads to asset assignments, and dispatching loads is here.
  • Posted Loads 
  • New Load Entry
  • Tendered Loads
  • Dispatch
  • Capacity Assignment
  • Active Loads
  • Delivered Loads
  • All Loads
• Data Management - This is where Carrier and Shipper Administration tasks such as adding a new carrier or shipper can be done. Assets can also be added from here if enabled for the user.
  • Customers/Shippers
  • Carriers
  • Assets
  • Locations
  • Quotes/Contracts
  • Approval Queue
• Tools - In this section, create events and view and resolve notifications. Generate reports based on the activity of shippers and carriers from here as well. The mailbox where documents are delivered is also accessible from here.
  • Logs/Notifications
  • Reports 
  • Mailbox
• Messages - View and send SMS and ELD messages from here.
  • SMS Messages
  • ELD Messages

Carrier Administration

This section focuses on Administrative tasks, and is used to manage all users, shippers and carriers.

• Users - As the carrier admin, this page is used to manage all users.
• Customers/Shippers - View and manage all of the customers.
• Carriers - View and manage all of the carriers.
• Assets - View and manage assets.
• Configurations - Top level configurations are set from here.
• Archived Loads - Archived load data is viewable from here.
• Locations - Saved locations can be added and edited from here.
• Notifications - Certain actions will generate notifications which can be viewed here.
• Asset Logs/Notifications - View and manage events and notifications related to assets from here.
• Reports - Generate various reports.
• Mailbox - View and download documents sent to the mailbox.

Finance

Financial tools can be found in this section.

• Insights - View dashboards that display graphs based on your data.
• Payables - Filter data and view results, export to CSV and release payables.
• Receivables - Filter data and view results, export to CSV, enter batch payment, search batch details.
• Deductions/Additions - Manage deductions, additions, and escrows from here.
• General Ledger - View load-level journal entries and consolidated general ledger entries.
• Notifications - Certain actions will generate notifications which can be viewed here.
• Reports - Generate reports from here.
• Mailbox - View and download documents sent to the mailbox.

HR Administration

Access driver information, payroll, and user commissions from here.

• Assets - Manage specific driver information from there.
• Users - Manage user commissions from this tab.
• Commission - Generate commissions from here.
• Payroll - Release driver payroll from here.
• Logs/Notifications - View and manage events and notifications related to assets from here.
• Mailbox - View and download documents sent to the mailbox.

Safety Manager

Manage trucks, trailers and drivers from here.