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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

UI Configurations Ratings Configurations Invoices Configurations Carrier Configurations Service Vendor Configurations General Configurations Order Configurations Trip Configurations Claims Configurations Task Management Fleet General Configurations Fleet Driver Configurations Fleet Truck Configurations Fleet Trailer Configurations Communication Configurations Templates Configurations Integration Configurations Password Configurations Styling Configurations Mobile Application Configurations Optional Configurations Audit Configurations

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

Task Management

Last updated 4 months ago

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