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Getting Started

Welcome to Amous TMS Key concepts & glossary Log in to Amous TMS Navigate Amous TMS Set up your workspace Create a new user Basic configurations overview Integrations overview

Admin & Setup

Onboarding data-gathering sheet Master-level setup overview Org hierarchy: Master level / Branches Customer parent-child / sub-customer structure Users & User permissions overview

Customers

Add a new customer Customer profile fields explained Set up Bill-To & Build-To locations Set up customer contracts Customer Portal Overview

Carriers

Add a carrier Carrier profile fields explained Carrier onboarding package & agreements Map carrier status codes & services Sync carrier compliance Manage carrier bids & spot-bid requests Carrier portal

Fleet

Add a truck Add a trailer Add a driver Assign driver to a truck/trailer Driver documents & license expirations Add vendor Archive / deactivate fleet

Imports

Import data (orders / customers / locations)Import & update rates Troubleshoot import errors

Contracts & Rating Engine

Set up a customer contract Set up a carrier contract Carrier to customer contract relationships Configure contract overrides & shared accessorials Accessorials & fuel surcharge Configure the rating engine (Driver/Vendor)

Orders & Dispatch

Understand the Dispatch Board Filter & search the Dispatch Board Create order & location templates Create a multi-leg / split load Consolidate or split loads Dispatch load (assign driver/carrier)Update/track load statuses Available Drivers Dashboard

Route Builder / Load Planner

Plan loads with the Load Planner Route templates & recurring routes

Inspections / Maintenance

Set in-service / out-of-service status Log a pre/post-trip inspection Report & track an issue Create a work order Create a maintenance record Manage parts & equipment components Set odometer-based service intervals Capture a maintenance / vendor invoice

Invoices

Create a customer invoice Edit or adjust an invoice Batch invoicing Assemble & send customer billing package Send customer invoice Invoice statuses & approval rules Flag duplicate invoices

Payroll & Settlements

Run driver payroll Run payroll without trips (hourly / bonus)Driver settlements explained Deductions & reimbursements Mass payroll status updates Vendor / owner-operator settlements

Accounting / QuickBooks

Master invoices Group master invoices Connect QuickBooks Map QuickBooks accounts Sync invoices & payments to QuickBooks Reconcile in QuickBooks

Reports

Reports overview Filter & build a custom report Fleet equipment service report Trip report Build a pivot table Use data lists Export data

Integrations

Connect Samsara Connect SMC3 / RateWare Connect QuickBooks Connect a fuel card Connect a load board Connect factoring company Connect tracking (container / trailer)EDI overview Set up a carrier API integration Connect Outlook

Mobile Apps

Workflows & SOPs

Getting Started

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Last updated 4 months ago

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Welcome to Amous TMS Set up your workspace Create a new user Basic configurations overview

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