TMS - Customer Portal

For the video tutorial, click here


Introduction

The Customer Portal is intended for your shippers so they can quote, book, and track shipments through their own user login. They can also manage their own address book and product catalog as well as many other features


How to Login 

In order to log in, press the green Log In button on the top right of the screen. Fill in your Username and Password and press Remember Me for your computer to save your information. This will take you to the Customer Dashboard Page.


Dashboard

The pie chart on the left displays the different Modes of shipments in the past 30 days. To the right of that, there is Shipment Activity which displays a stacked bar with booked and quoted shipments in the last 4 months. In My Recent Shipments, you will see current shipment statuses and the number of shipments in each status. Next to that is Report and Tools, and then General Information


Shipment History

To access, click Shipment History under the Reports and Tools section on the Customer Dashboard or click the Welcome drop down, then Shipment History. Shipment History will display all of your shipments, listing your most recent shipments on top. To get more detailed information on the shipment, press the Shipment ID number


Quote History

To access, click Quote History under the Reports and Tools section on the Customer Dashboard or click the Welcome drop down, then Quote History. Quote History will display shipments that you've only received a quote for and haven't booked yet. To book a shipment, click on the Shipment ID and from the Shipment Profile Page, click Book Shipment near the top right.  


Customer Report

To access, click Customer Report under the Reports and Tools section on the Customer Dashboard. This report will allow you to get shipment data on most of your shipments. You will be able to filter these shipments by Carrier, Date Range, Invoice Statuses, Shipment Types, and etc. To export to excel, check off the box before clicking on Create Report


Statement

To access, click Statement under the Reports and Tools section on the Customer Dashboard or click the Welcome drop down, then Statement. The Statement will display a report of all your open invoices and credit owed to the broker.  At the bottom you will see the totals and how past you are in certain categories.   You can send, print, or download this statement by clicking on the respective buttons near the top of the page. The email will be defaulted to your accounting defaulted email but you will be able to send it to anyone you choose. The statement is updated in real time. 


Address Book

To access, click Address Book under the Reports and Tools section on the Customer Dashboard or click the Welcome drop down, then Address Book. The Address Book will contain both origin and destination locations. The purpose of this tool is for you to store addresses so you can fill in orders more quickly. To Add a New Address, click the green button on the top right and fill in the Modal.  The fields with the blue highlight are the only required fields but you will be able to fill in additional information. If you want to make an update to an existing address, click the pencil on the right side of the company. You can also use Excel to import all of your addresses. Simply click the Import/Export CSV drop down, then select Template to obtain the Excel Template. You will also be able to export your addresses, update them within the Excel and then import them back into the system. 


Product Catalog 

To access, click Product Catalog under the Reports and Tools section on the Customer Dashboard. The Product Catalog allows you to add Products and Commodities to your system so that you can fill in orders more quickly. To Add a New Product, click the green button on the top right and fill in the Modal.  The fields with the blue highlight are the only required fields but you will be able to fill in additional information. If you want to make an update to an existing product, click the pencil on the right side of the list. You can also use Excel to import all of your products. Simply click the Import/Export CSV drop down, then select Template to obtain the Excel Template. You will also be able to export your products, update them within the Excel and then import them back into the system. 


Carrier Summary 

To access, click Carrier Summary under the Reports and Tools section on the Customer Dashboard. The Carrier Summary displays important information on your carriers, broken out over a quarterly basis. You can select the quarter by using the drop-down menu on the lest.  It will display horizontal bar charts showing Carrier by Shipment Volume, Revenue, and Weight


Create Quote

To generate a rate quote, press the green Start a New Order button on the right side of the Customer Dashboard. Fill in the Origin and Destination Zip Code along with needed Accessorials and Commodity information. You can fill in the Zip Code manually or you can use the Company Name drop-down menu to select from your address book. If you don't know the class of your order, you can fill in the Length, Width, and Height, the system will estimate a class for you. If you press add favorite, it will add the commodity information to your address book. To generate a rate, click the Generate Smart Quote button. This will lead to a page with all of your rate options. You will have an option to Save the Quote or Select it to book an order. 


Book Shipment

To Book a Shipment, press the green Start a New Order button on the right side of the Customer Dashboard. You will have to complete the three-step process of filling in the Shipment Quote, Details, and Summary. After you Generate a Smart Quote, press Select for the desired Carrier for your order, and it will lead you to the Details page. If you fill in a new address on this page, you can click Add to Favorites on the top for it to transfer the information automatically to your address book. Next press Review Shipment, and it will take you to the Shipment Summary. To complete your order, press Book Shipment. You can retrieve your Bill of Lading by pressing the red BOL button and the top and you can send this document through email. 


Shipment Profile

The Shipment Profile is generated after the shipment is booked. From the Customer Dashboard, you are able to search the Shipment Profile by entering the Shipment ID in the search field next to the Welcome drop-down. You can also click on a Shipment ID from the Shipment History Page. You will first see the shipment ID in the top of the page, then Activity Log Notes, Carrier Information, Origin and Destination, Commodity Information, Pickup Information, and Pricing. There will be multiple actions on the top right including, New Shipment, View Dashboard, BOL, Shipment Documents, Duplicate, Activity Log, Update Status, and Location History.


Track and Trace

To Track and Trace, you can use the links under the My Recent Shipments section or search a reference number into the search field on the top of the page. You can also track your shipments through the Shipment History page.