Introduction to LSP

Introduction

LSP stands for Logistics Service Provider. You can think of it as your company's organizational setting. 

The sections within the LSP menu are the following:

• My Organization
• Organizations
• Factoring Companies
• Staff
• Content Templates
• LSP Carriers
• Account Management Links
• Onboarding Guide
• Integration Sources
• Workflow Automation 
• System Alerts
• Public Authentication Keys
• Carrier Audit Setup
• Carrier Labels Maintenance 
• Carrier Rules
• Shipment Alerts

My Organization

On my organization's page, you will find your organization's ID, accounting information, recent activity, margins, commission, your organization's users, broker tools, and more. 

• More information: My Organization

Organization

Here you can create sub-organizations that will be listed under your main org. See example: 

Factoring Companies 

Here you can create and manage your existing factoring companies. 
For more information on this process, go to the following article: Factoring Company Management


Staff Creation

To create a new staff member, click LSP on the Top Menu, then staff, then the green Add New LSP Staff Member button. There will be sections to fill in to complete the Staff Profile. For the Login, it is recommended to make it the staff Email.

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LSP Staff Permissions

To manage the permissions for the LSP Staff Member, click LSP on the Top Menu, then Staff. Once you enter a Staff Member's Profile, select the Edit Record Button and scroll to the Permissions Check List.

• Accounting AP Approve Bills
• Accounting AP Invoicing 
• Accounting AP Payments
• Accounting AP Revisions
• Accounting AR Collections
• Accounting AR Invoicing
• Accounting AR Payments
• Accounting AR Revisions
• Accounting Sync
• Batch Processing: Gives access to import shipments and perform Bulk rating
• Commissions Admin
• Commissions Approve
• Customer Add/Edit
• LSP Add/Edit: Gives access to add and edit LSP organizations
• LSP Carrier Add/Edit
• LSP Carrier Details: Gives user read-only access to the LSP Carrier list
• Margin Add/Edit
• Master Carrier Add/Edit: Gives access to add new carriers to the database
• Reports - Basic: Gives access to ship report
• Reports - Business Level: Gives access to more advanced reporting such as commission linking and profitability report
• Reports - Sales: Gives sales access on the top menu
• Shipment Change Customer
• Shipment Domestic Add/Edit
• Shipment International Add/ Edit
• Tariff Add/Edit
• TMS Site Admin: Gives access to modify content templates, grant user access, and delete documents attached in shipments
• User Allowed Org Access: If not checked, staff will only have access to customers they are assigned to 

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LSP Staff Disable

To disable a Staff Member, go onto their Staff Profile, click Edit Record and change their status from Active to Inactive. There is no way to delete staff members from the TMS, but once they are labeled as inactive, they can no longer access the TMS

Members set to the Locked status will be automatically signed out once they attempt to performa a function/update in the TMS. 

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Customer Importer

To access Customer Importer, click on LSP and then Organizations. Once you locate your primary organization, click on the corresponding ID Number and then it will lead you to the Organization Profile. Click Broker Tools on the right-hand side and select Implementation Guide. Then, on the left side, you will see an Imported Data section. There will be an Icon in the fourth column indicating Upload Customers and Staff. Click on the Icon, and the Customer Importer Modal will show. Read the directions shown before proceeding. After Downloading the Template, please note that if you are replacing an Existing Customer or Staff, make sure that the name in the Excel matches exactly to the name within the TMS. If you have multiple staff members for a customer, make sure to list them separately on each line. Going back to the Customer Importer Modal, click Next to Upload the Template, and the Importer will start Uploading the Updated File and will send an Email of the results to the listed Email.

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Content Templates

Content templates allow you to customize existing document templates such as Carrier confirmations, BOLs, or preset templates in the system to your liking. You also have the ability to create new custom templates that can be used to send emails with custom information each time. More information here: Custom Templates

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LSP Carriers

This page allows you to view/manage your carriers that have onboarded with your organization.

More information here: LSP Carriers

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Account Management Links

You can grant your LSP staff access to sub-organizations or the parent account with this option. You can find it under LSP and clinking on Account Management Links. Once you're in, you'll see the available links, if any, and you'll find the option to add a new link. After you click on add new Link, you'll have the option to search for the organization and the staff you need to grant access to. The last step is to click on the checkmark, which will allow them to switch between organizations.

Note: The staff's permissions currently configured will transfer over to each of the organizations that they are given access to.

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Onboarding Guide

This page allows you to view special configurations for your organization and updates as part of the onboarding process with our team. More information here: Onboarding Guide

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Integration Sources

This page allows you to search existing and connect with new integrations for your organization with our partners.  

Once on this page, click the green button at the top right to "Add New Integration Source."

You'll be presented with the following form with the following fields: 

• Source Description - It's recommended to use a standard format such as Your Organization Name - Integratoin Name
  • Ex: (Implementation Demo - Macropoint)
• Source Group - There are four options: Loadboard, Other, Rating, and Payment Gateways
  • Choosing an option will determine the list of integrations sources in the next field
• Source Type - This is where you specify the integration that you want to connect to
• Owner Organization - Your main organization is selected by default
• The following four fields may or may not be required. Once you select a Source Type, you will see instructions on the right hand side indicating if these fields should be filled out with information from the integration partner: 
  • User Name
  • Password
  • License Key
  • Account Number

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Workflow Automation

This page allows you to view and create workflow automations. More information here: Workflow Automation

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System Alerts

This page allows you to view and create alerts that will be displayed at the top of the TMS for your internal users. 

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Carrier Audit Setup

This page allows you to setup carrier score cards to be used on each shipment to measure a carrier's performance. More information here: Carrier Scorecards

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Carrier Labels

This page allows you to create and manage carrier labels that can be used to manage carriers in your organization. More information here: Carrier Labels

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Carrier Rules

This page allows you to create and manage rules/criteria to be used for carrier availability within your shipments. More information here: Carrier Rules

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Shipment Alerts

This page allows you to create and view shipment alerts to be used on shipments. 
More information here: Shipment Alerts

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Public Authentication Keys

The public authentication key is a way to identify yourself to a login server instead of typing a password. You can generate it by following these steps: 

1. Go to LSP > Public authentication keys. 

2. Click on 'Add Public Authentication Key' > Select an organization or customer > Select a customer staff or broker staff and hit save.