Broker TMS
This category contains all of the content in our Knowledge Center specific to Broker customers. Content is organized into sections for each Broker role and its specific functions.
Administration
Configurations
- ACH Settings
- Business Units
- Carrier Payment Terms
- Carrier Fuel Surcharge Calculation
- Carrier Insurance Settings
- Carrier Qualification Provider
Carriers
- Activate Carrier
- Add Accounts Receivable Financing (ARF)
- Add Express Carrier
- Add Prospect Carrier
- Add Standard Carrier
- Add/Edit/Delete Availability
Customers
- Add New Customer/Shipper
- Activate Customer/Shipper
- Edit Customer/Shipper
- Continue Customer/Shipper Onboarding
- Deactivate Customer/Shipper
- Assign Customer/Shipper Business Unit
Loads
- Documents AI
- Accept Load
- Accept or Negotiate Shipper Price
- Active Loads List and Map Views
- Add Carrier Accessorial
- Add Shipper Accessorial
Capacity Marketplace
- Load Matching
- Load Posting - External Load Boards
- Load Posting - Internal Marketplace
- List View - Carrier History and Search
- List View - Request Price
- List View - Email Offer
Finance
- Accounts Payable Home
- Accounts Receivable Home
- Adjust Payable
- Adjust Receivable
- Apply Payment
- Batch Entry
Reports
- QuickSight Analysis and Dashboards
- EKA Insights
- Summary Report By Customer
- Carrier Lane Activity Report
- Customer Lane Activity Report
- Detail/Summary Report By Customer, Carrier, or User