Author: CassandraDunne

Office Feature: Protect Company Data, Streamline User Management and Team Workflow

Are you a logistics company with multiple teams, each with its own customers or loads? Then you need to check out the Office Feature in your TMS. The Office feature in Load ManagerTMS was initially envisioned to streamline workflow efficiency in multi-location logistics companies by separating different customers and loads. Now, it has evolved into a powerful administrative tool, allowing isolating loads and customers for physically separated teams and in virtual settings. This functionality is perfect for separating loads by the office for better workflow, safeguarding your book of business from hired independent dispatchers, and ensuring that sales agents can maintain their own personal customer lists.

Protecting Your Book of Business

One of the key advantages of the Load Manager TMS Office feature is its ability to protect your book of business. By isolating loads and customers so only those who need to see it do, sensitive information remains confidential and accessible only to authorized personnel. This is especially valuable when working with independent dispatchers, as you can assign loads and customers to specific offices, ensuring data security and minimizing the risk of breaches. Sales agents also benefit from this feature by maintaining their own customer lists, safeguarding personal relationships, and enhancing customer service.

Optimize Workflow and Permissions

Managing logistics operations across multiple locations can be challenging, but Load Manager TMS Office feature simplifies the process. With automated sorting and assignment of customers, each user is associated with a specific office, allowing for streamlined operations and improved workflow efficiency. This feature also ensures that managers and higher-level personnel maintain visibility into each team’s activities, facilitating effective supervision and coordination.

Reports and Admin Visibility

Load Manager TMS Office feature provides powerful reporting capabilities. By generating comprehensive reports based on offices, you can gain valuable insights into customer distribution across teams. This information enables you to assess team performance, make data-driven decisions, and optimize resource allocation. Furthermore, the feature offers enhanced visibility for administrators, granting them the ability to enforce access controls and maintain data integrity.

Adapting to Physical and Virtual Environments

The Office feature in Load Manager TMS goes beyond physical separation and extends to virtual environments. With remote teams becoming more prevalent, it becomes crucial to maintain data integrity and security. Regardless of whether your teams are physically separated or distributed remotely, Load Manager TMS ensures that each team has exclusive access to their assigned loads and customers. This minimizes the risk of data breaches and ensures smooth operations and collaboration.

Experience the power of the Load Manager TMS Office feature today! Unlock a new level of control and efficiency in your logistics operations. Protect your business, streamline workflows, and take advantage of this indispensable tool to excel in the highly competitive logistics industry.

Don’t have Load Manager TMS yet? You can click here to sign up now. Also, subscribe to our YouTube channel. We post new videos weekly about the latest from Load Manager TMS.

Check out our New Feature to Track Late-Arriving Loads

Load Manager TMS has recently launched a new load management tool to make it easier for dispatchers and administrators to track and manage late-arriving loads. This feature provides greater visibility and accountability for managing loads and dispatching while also helping to track carrier or driver performance. Now that your team can easily see late loads, your ability to respond to potential problems is more significant.

The “Arrived Late?” Checkmark Option

The new feature is available on the load screen, where dispatchers and administrators can find a checkmark option called “Arrived Late?”. This option can be manually checked or automated using Load Manager’s Mobile Dispatch or GPS options. If a load arrives late, the system will note this on all relevant reports for “Sales” and “Sales Details.” Now, when you create Report, you will see which stops were late and how many.

Automated Time Entry Format

When using automation, you must enter the time with a specific format. Specifically, the arrival time should be entered in a 0000 or 00:00 format. Do not use a time range. This ensures accurate tracking of late arrivals and a smoother load management process. If a driver arrives late, the “Arrived Late?” checkmark will be marked automatically by the system with the arrival time entered.

Benefits of the New Feature

Load Manager’s new feature streamlines the load management process, giving your team a quick and easy way to track late-arriving loads. By easily seeing potential issues, dispatchers can take appropriate action to resolve them. Consequently, this improves load management efficiency, reduces costs, and enhances customer satisfaction.

To view how many loads arrived late, go to the “Reports” section of Load Manager TMS. Choose either “Sales” or “Sales Details.” Then select your reporting criteria and choose “View Report.” In the totals section of the report, you will see how many loads are late in red, as seen below. Each late arriving load will be marked with an asterisk (*).

Visibility and Accountability

One of the key benefits of this feature is that it provides greater clarity and accountability for load management. Dispatchers and administrators can easily see which loads are arriving late and take immediate action to resolve any issues. This level of clarity can also improve the overall performance of carriers and drivers and the dispatching process itself in two ways: First, when in the load screen, users will now see that a load was late, providing them an opportunity to address the matter in real time. Second, administrators and supervisors can now see the trends of late-arriving loads prominently on “Sales” and “Sales Details” reports. Helping them find and address issues before they significantly impact revenue.

Tracking Carrier or Driver Performance

Also, the “Arrived Late?” feature can track carrier or driver performance. By monitoring late arrivals, dispatchers and administrators can identify patterns and trends and take action to improve performance. This can lead to better driver retention, improved carrier relationships, and better overall load management.

To run a report on a specific carrier or independent driver. Select the “Reports” section on your Load Manager TMS. In “Sales” or “Sales Details,” choose the “Carrier/Driver” option in the “Group By” section. Select your other report criteria. Lastly, choose the carrier/driver or range for whose performance you wish to see. Then click “Run Report.” This report will show you the specific loads each carrier or independent driver trucked and the percentage of late loads. This invaluable tool will assist you in more accurate load deliveries.

Conclusion

Load Manager’s new feature is a valuable tool for companies that rely on efficient load management. This feature allows dispatchers and administrators to easily monitor and manage late-arriving loads, improving visibility, accountability, and performance.

Don’t have Load Manager TMS yet? You can click here to sign up now. And don’t forget to subscribe to our YouTube channel, where we always post new videos about the latest from Load Manager TMS.

Load Manager TMS’ New Data Center: Improved Uptime and Reliability for Our Customers

The Load Manager team is proud to announce the successful migration of our transportation management system to a new data center. This move represents months of hard work and dedication from our team. All to bring you, our customers, increased uptime and reliability.

You can enjoy reliable access and secure data storage with the new data center. This will make it easier than ever before to manage your transportation needs. We understand that downtime can be costly, so we invested in this new data center to provide you with the best possible service.

To our customers, we appreciate your trust and loyalty.

If you’re an existing customer, you may need to re-enter your login details or captcha due to this migration. Please note that this is necessary to ensure the security of your data. We apologize for any inconvenience this may cause.

In addition, we want to let you know about our new login URL: loadmanager.com/login. You’ll be automatically redirected to this new URL when you access Load Manager. We recommend updating your bookmark with the new URL for your future login ease.

At Load Manager, we’re committed to providing our customers with the best possible service. Our team is always looking for ways to innovate and improve your TMS experience so that you can focus on running your business with the best product available at a fair price.

Don’t have Load Manager TMS yet? You can click on this link to sign up now. And don’t forget to subscribe to our YouTube channel. This is where we continuously post new videos about the latest from Load Manager TMS.

Thank you for your continued trust and support. We look forward to serving you with the highest level of service possible.

Our new Multi Companies Profiles are here!

Load Manager TMS now supports multiple company profiles for each company- whether different company divisions, DBA, or business names, you can directly upload a different logo and contact information for each profile. When building a load, select which company the load is made under, run reports, and keep track of sales and productivity for each company.

1: Adding a Bill From Company

1. Log in to your Load Manager TMS account.
2. From any screen in Load Manager, click on “Settings.”
3. On the submenu, select “Bill From Companies” from the options.
4. If you do not see the “Bill From Companies” option, click “Configuration Options.”
5. Scroll down to the “Multi-Company Settings” options and check the box next to “Activate Bill From.”
6. Click “Save.” Then the “Bill From Companies”
7. Select the “Add Bill From Company” button for the “Bill From Companies” page.
8. Please enter the company name you want to add and upload their logo.
9. Enter the company’s contact information, including address, phone number, and email address.
10. Click “Save” to save the new company profile.

2: Assigning a Bill From Company to a Load

1. Go to the “All Loads/ My Loads” screen
2. Click on “Add Load”
3. Scroll down to the “Bill To” section, where you will see the “Bill From” option.
4. Select the drop-down menu to choose the appropriate Bill From Company for the load.
5. Once you have selected the Bill From Company, the company’s logo and contact information will appear on the load reports.

3: Viewing and Modifying Company Profiles

1. Go to the “Settings” screen in Load Manager.
2. Select “Bill From Companies” from the options.
3. Click on the company profile you want to view or modify.
4. To modify the company profile, enter the updated information or logo.
5. Click “Save” to save the updated company profile.

4: Running Reports Based on Company Profiles

1. Go to the “Reports” screen in Load Manager.
2. Select “Sales Detail” from the options.
3. Choose the appropriate date range and other options for the report.
4. Under “Bill To Company,” select the Bill From Company you want to include in the report.
5. Click “View Report” to generate the report.

5: Displaying the Bill From Company Column

1. Click on the “Settings” button in the upper right-hand corner.
2. Select “Configuration Options” from the options.
3. Scroll down to the “Customize “My Loads” Columns” as seen below and select the “Bill From” option.
4. Click “Save” to save the changes.
5. The “Bill From” column will now be displayed on the “My Loads/All Loads” screen.

Ready to sign up for Load Manager? Sign up now. Or subscribe to our YouTube channel to see what else Load Manager TMS can do for your business. Want to reach our friendly support staff? Contact us to get more information. We are here to answer your questions.

Helpful? Let us know in the comments below.

Manage all your logistics divisions in one TMS

Attention all Load Manager users! Get ready for an exciting new feature that is coming soon – the multi-company option! This feature will allow you to build multiple company profiles with different logos and contact information. Now, you can easily assign the right “Bill From Company” to each load, allowing you to switch between other company profiles and logos on load rate confirmations, bills of lading, invoices, quotes, and dispatch reports. With Load Manager’s Multi-Company feature, you easily manage all your logistics divisions in one TMS or select between different DBAs used by your company for various campaigns.

This game-changer is for businesses with different divisions, separate names for their carrier or freight broker divisions, or even other DBAs for their East Coast or West Coast operations. With Load Manager’s multi-company option, you can easily input all your company profiles and assign them to each load. This allows you to streamline your operations and make it easier for you to manage your business.

The multi-company option is easy to use. You can access it from any screen in Load Manager by clicking on the “Settings” button. Once you have added all your company profiles, you can switch between them quickly and assign the right “Bill From Company” to each load.

You can efficiently run reports showing individual company profiles and the details you need for each company. You can also isolate reports based on which logo or company profile was used for each load. This new feature will make tax time and revenue analysis a breeze.

Load Manager’s multi-company option is a powerful tool that will help you streamline your operations and manage your business more efficiently. Don’t miss out on this game-changing feature. Watch for its release and take advantage of Load Manager’s multi-company option. Upgrade your business with this powerful new tool!

Ready to sign up for Load Manager? Sign up now. Or subscribe to our YouTube channel to see what else Load Manager TMS can do for your business. Want to reach our friendly support staff? Contact us to get more information. We are here to answer your questions.

Helpful? Let us know in the comments below.

Our new User Roles and Permissions are here!

We are excited to announce that our new User Roles and Permission Management is here! This new feature provides you with even more flexibility and control than before. Since Load Manager TMS started, we have made it easy to choose the permissions your users can have based on different preassigned roles. Now you can customize what permissions are assigned to each Role using our new user roles and permission management settings.

To customize your user roles and permissions, along with who can change or modify a load based on status, go to Settings>> Load Status. You will see two tabs, Permissions and Load StatusWith Permissions, customize any role in the system to meet the level of authorization and permissions you want.  

1. Select the Role you want to see permissions for
2. Modify permissions by selecting or deselecting the options below
3. Your changes will be saved automatically.

With the Load Status set, which loads, a user can modify based on the Load Status.  

1. Select the Role you want to see the Load Status permissions for
2. Modify permissions based on which load you want the Role to be able to modify.
   1. Unchecked load status –  Role cannot edit a load in this status. Instead, it will say, “View only, Edit not allowed.” 
   2. Checked load status- Role can edit and modify load.  
3. Your changes will be saved automatically.

Not Sign Up for Load Manager TMS yet? Sign up now. Or subscribe to our YouTube channel to see what else Load Manager TMS can do for your business. Or use our contact us to get more information. Our friendly staff is here to answer your questions and help you decide what Load Manager products work best for your business.

Helpful? Let us know in the comments below.

Ease and Optimization Meet in with our NEW User Roles and Permission Admin Tools on Load Manager TMS

The benefits of setting up unique user roles and permissions in a TMS are clear. We at Load Manager are proud to introduce a new and retooled suite of admin tools, that combines preset options for fast setup with the ability to customize for deeper detailed settings.

Imagine being able to control exactly who can see, enter, and modify data on loads, customers profiles, financial information, drivers profiles and other TMS areas while keeping a clear record of who made what changes and when.  Load Manager TMS provides this functionality and more with our suite of user roles, settings, and permissions.

  As a leading TMS provider, Load Manager continues to be on the cutting edge of development and design providing the best solutions in TMS.  We are excited to announce you will soon be able to do just that!

Use our preset roles to automate permission settings for sales representatives, dispatchers, managers, administrators, data entries, finance department, and more.  Or choose to customize these roles with an easy checklist of available options.

Load Manager TMS user upcoming user roles and permissions tools are designed to enhance your business by:

1. Data Security: By assigning specific roles and permissions to each login, you can control who has access to sensitive information and prevent unauthorized access or modifications to your company’s data, helping preventing fraud and mismanagement.
2. Improved Efficiency: When employees only have access to the data they need to do their job, with a customized workflow, they can complete their tasks more quickly and effectively, increasing overall productivity and reducing distraction and errors.
3. Better Collaboration: By establishing clear user roles and permissions, you can ensure that different departments and employees can work together seamlessly, reducing confusion and improving collaboration.
4. Better Data Management: By controlling access to sensitive information and functions, you can reduce the risk of incorrect data and data inconsistencies, ensuring that your company’s data is accurate and up-to-date.  By eliminating unnecessary information from being seen, you control who has access to modify or view loads, settings, customers, and pricing helping maintain consistency.
5. Increased Accountability: Setting up who has access can also help you comply with data privacy and security regulations and encourage accountability and follow-through from your team members on their responsibilities.

Check back soon for more updates