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User Manual

This section provides an overview of the TMS features, organized in a clear and professional manner. It highlights the system's capabilities across various aspects of transportation management, from operations and customer relations to financial controls and document handling.

Operations Management​

  • Jobs: High-level grouping of orders or shipments related to specific projects
  • Quotes: Customizable cost estimates for potential customers
  • Orders: Comprehensive management of goods transportation from origin to destination

Communication Tools​

  • Email Templates: Standardized, customizable email templates for efficient communication

Warehouse Management​

  • Receiving: Streamlined process for accepting and logging incoming goods
  • Shipping: Efficient handling and documentation of outgoing shipments
  • Inventory Management: Real-time tracking and control of warehouse stock levels

Customer Relationship Management (CRM)​

  • Leads: Tracking and nurturing of potential customer opportunities
  • Contacts: Centralized database of individual and company relationships
  • Customers: Dedicated profiles for account-holding clients
  • Vendors: Management of supplier information and interactions
  • Agents: Tracking of intermediaries assisting in customer or carrier acquisition

Carrier Management​

  • Carriers: Comprehensive database of transportation service providers
  • Lanes: Definition and optimization of preferred transportation routes
  • Factoring Companies: Integration with financial services for carrier invoice management

Financial Management​

  • Accounts Payable: Efficient tracking and processing of vendor payments
  • Accounts Receivable: Streamlined management of customer payments and outstanding balances
  • Invoice Manager: Automated creation and distribution of customer invoices
  • Bill Manager: Centralized system for processing and managing carrier and vendor invoices
  • QuickBooks Integration: Seamless synchronization with QuickBooks accounting software

Rate Management​

  • Carrier Rates: Dynamic management of transportation service provider pricing
  • Customer Rates: Flexible pricing structures for client services

Document Management​

  • Standard Documents: Generation and management of industry-specific documentation, including:
    • Bill of Lading (BOL)
    • Rate Confirmation
    • Proof of Delivery (POD)
    • Certificate of Origin (COO)
    • Quote Response (Quotation)
    • Commercial Invoice (CI)
    • Packing List (PL)
  • Document Templates: Customizable templates for company-specific documentation needs

Workflow Automation​

  • Integration: Seamless connectivity between partners and systems through automated workflows

This refined list presents a comprehensive overview of the TMS features, organized in a clear and professional manner. It highlights the system's capabilities across various aspects of transportation management, from operations and customer relations to financial controls and document handling.