Overview
Customer/Shipper/Consignee Configuration
Account Setup
A Transportation Profile is created for each Shipper and Consignee that have their own “routing guide” information:
Bulk-create/assign Transportation Profiles (of one type) from the TMS Admin 🡪 Transportation Profile Creation link.
Set the TMS Type field for each existing account as appropriate:
Add Shipping Address fields when creating customer account records. When searching for customers in the Load Configuration LWC, a Shipping Address Country is required to display in the search results.
Contact Setup
Make sure to set up the TMS Role field for each contact based on their role(s) in the organization. Every tendered load must have a shipping contact (from the shipper contact list) and a receiving contact (from the consignee contact list).
When creating a Customer Invoice, the Billing Contact can be auto-populated if the Bill To account on the load is populated, and at least one contact record for that account has the Billing transportation role above.
All “Quoting” customer contacts are included as recipients when a customer quote is emailed.
All "Billing" customer contacts are included as recipients when a customer invoice is emailed.