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TMS Documentation

Getting Started

Use this guide to prepare your workspace, invite your team, and move your first load from entry to billing.

1. Prepare the workspace

Start with the details that affect every shipment, invoice, settlement, and document.

  1. Choose the admins who will manage settings, billing, and users.
  2. Complete Organization Settings.
  3. Add company addresses, team settings, document instructions, tax details, banking details, and workflow defaults.
  4. Set customer and carrier Payment Terms.
  5. Connect the Integrations your team uses.

2. Add your team

  1. Add users in User Management.
  2. Create Teams if your organization separates work by branch, desk, region, or customer pod.
  3. Assign each user to the right team or teams.
  4. Choose each user's default team.
  5. Assign each user the right role.
  6. Review Permissions for pages and actions each role can access.
  7. Ask users to sign in and confirm their daily work areas and team selector are correct.

3. Add operating records

Add the records your team will reuse when creating and dispatching loads.

  1. Add common Locations.
  2. Add active Customers.
  3. Add or import Carriers.
  4. Confirm billing profiles, payment terms, contacts, and required documents.

4. Create the first load

  1. Open Loads and create a load.
  2. Select the customer and enter reference details.
  3. Add pickup and delivery stops, dates, times, and location details.
  4. Enter customer pay and carrier pay.
  5. Assign a carrier and dispatch the load.
  6. Start Tracking when needed.
  7. Upload Documents as they arrive.
  8. Move the load through the correct Statuses.
  9. Review Billing and Payments after delivery.

Admin decisions

Decide who can create loads, approve carriers, send invoices, release carrier payments, manage settings, update payment details, and manage team access. Confirm whether your team uses teams, load locking, inactive carrier review, multi-currency, tracking, and accounting sync.

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