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3PL Support

3PL Support

BrokerWare Support from 3PL Systems

  • 3PL University
  • Change Requests
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  • Dev Center
  • 3PL Systems
  • 3PL University – Videos [210]
    • Operations [79]
      • Dashboard [5]
        • Dashboard General Overview
        • Dashboard Tile Overview [1]
          • Dispatching – Booked Covered Tile
        • Source Capacity Dashboard
        • Tile Configuration
      • Customers [30]
        • Creating a Customer
        • Customer List
        • Customer Profile [11]
          • Customer Profile – Overview
          • Customer Contacts List
          • Adding a Customer Contact
          • Customer Access Levels [6]
            • Admin
            • Accounting
            • Operations
            • Restricted Operations
            • Vendor Access
            • Tracking Only
          • Customer Address Book
        • Master Accounts [2]
          • Master Accounts
          • Address Book/Contacts/Products
        • Customer Tools [8]
          • Excluded Carriers
          • How to Add a Third-Party Payer
          • Custom Carrier Compliance Events
          • Transaction Summary – Overview
          • Transaction Detail – Overview
          • Reference Fields
          • Shipment Summary – Overview
          • Uploading a Customer Logo
        • Customer Portal [2]
          • Customer Portal Dashboard
          • Entering and Quoting a Load in Customer Portal
        • Mass Deleting Address Book and Product Catalog Entries
      • Carriers [11]
        • How to Add a TL Carrier
        • Carrier Contact Functions
        • Carrier Portal
        • Carrier Tools [4]
          • Carrier Tariff Management
          • Carrier Transaction Detail
          • Carrier Transaction Summary (overview)
          • Carrier Shipment Summary
        • Add/Update Carrier Insurance
        • Carrier Groups
        • Carrier Insurance Management
      • Staff [5]
        • Create Staff [3]
          • Access Levels [2]
            • Bypass Carrier Insurance
            • Bypass Over Credit Limit
        • Office Locations
      • Load/Shipment [23]
        • How to Create a Load
        • Shipment Profile Lifecycle
        • Carrier Rate Con – Electronic Signature
        • Customer Rate Quotes – Electronic Signatures
        • Load Profile [11]
          • Commodity Field [1]
            • Updating Commodity Order
          • Adding Additional Carriers
          • How to Change or remove a Carrier from a Load
          • Source Capacity (Volume Quotes) [2]
            • Overview
            • Sending Volume Rate Request
          • Dispatching – Manual and E-Mail Dispatch
          • E-Dispatch Request & Response
          • Priority Shipments (Hot/Trace)
          • Send Docs – Multiple Loads
        • Appointment Management
        • Tracking – Check Calls
        • Changing Commodity Order
        • Posting to Load Boards [2]
          • Multiple Day Load Board Posting
          • Auto Load Board Posting
        • Advanced Shipment Booking
    • Accounting [61]
      • Shipment [4]
        • Modify Pricing
        • Changing Carriers
        • Multiple Carrier Bills
        • How to add a Third-Party Payer
      • How to Create an Invoice
      • Accounts Receivable [5]
        • AR Invoicing [1]
          • General Overview
        • AR Aging Detail
        • AR Aging Summary
        • Consolidated Invoicing
      • Accounts Payable [4]
        • AP Invoicing
        • AP Aging Detail
        • AP Aging Summary
        • Create Additional Carrier Bills
      • Staff Commissions [3]
        • Released Commissions Report
        • Audit Commissions
        • House Commissions
      • Customer Profile [5]
        • Invoice Preferences [1]
          • Late Fees
        • Customer Statement [2]
          • Overview
          • Scheduling Invoices/Statements
      • Invoice Printing [4]
        • Overview
        • Print History
        • Reset Printing Queue
        • EDI with Supporting Documents
      • Office Locations
      • HyperionTMS – Accounting Updates (June 2022) [11]
        • AR & AP – Invoicing [4]
          • AR & AP Invoicing
          • AR – Invoice Revision – Increase
          • AR – Revision – Credit Memo
          • AP – Revision – Accrual Based
        • Check History – Void Checks
        • Commissions – Revisions
        • Invoice Preferences
        • Updated Staff Permissions
        • Carrier Sales
        • Webinar Meeting – Recording 6/12/2022
      • Internal Accounting [6]
        • Pay Bills
        • Pay Invoices
        • Applying Credits [2]
          • AR Credits (Customer Refund)
          • AP Credits (Vendor Refund)
        • Pay Commissions
      • QuickBooks [8]
        • QuickBooks Desktop [5]
          • Sync Tool Configuration
          • AR/AP Recon Tool
          • Customer Recon Tool
          • List ID Tool
          • Applying AR/AP Credits
        • QuickBooks Online [1]
          • Applying Credits QBO
    • Tariff [19]
      • Tariff Creation [12]
        • API Tariff [5]
          • API Tariff Overview
          • Create a Global API Tariff
          • Create a Customer API Tariff
          • Add Service Lane Markup (API)
          • Adding Carriers to API Tariff – Customer Specific
        • Custom Tariff [4]
          • Custom Tariff Overview
          • Creating a Custom Carrier Tariff
          • Creating a Custom Customer Tariff
          • Creating a Custom Markup Tariff
        • Editing a Service Lane
      • Tariff List
      • Accessorials
      • Regions
      • Fuel Schedule & Schedule List
      • Pricing Programs
      • Carrier Tariff Management
    • EDI [3]
      • EDI Log
      • EDI 210 Matching
      • EDI 214 – Sending Late Reason Codes to your Customer
    • More [43]
      • Admin Tools [9]
        • Custom Reference Fields [4]
          • Global Custom Reference Fields
          • Customer Custom Reference Fields
          • Where to Find Custom Reference Fields
          • How to report Custom Reference Fields
        • Custom Text [1]
          • Overview
        • Ship Mind
        • System Alerts
      • Case Management
      • Mass Rater
      • Carrier Sales
      • Tools [7]
        • Advanced Search
        • Lane History Tool
        • Report Builder [4]
          • Report Builder
          • Report Builder – Shipment Report
          • Report Builder – Carrier Report
          • Report Builder – Customer Report
      • Documents [2]
        • Document Uploader
        • Global Documents
      • Integrations [13]
        • Customer API key
        • Carrier Integrations
        • Partner Integrations [8]
          • Cargo Chief
          • Global Logistics Solutions [4]
            • GLS Overview
            • Insurance Rate Markup
            • Updating Insurance Information
            • Removing Insurance Accessorial & Certificate
          • MacroPoint Capacity
          • Shiplify
        • Power BI [1]
          • Power BI – General Overview
      • Manager Reports [1]
        • Tariff Profitability
      • OnTime Report
      • Admin [1]
        • Min and Max Margins
  • 3PL University – User Guides [106]
    • Carriers [11]
      • Carrier Groups
      • Carrier List [2]
        • Add Bill-To Address for third-party integrations
        • Carrier Portal
      • Carrier Profile [2]
        • Create a Carrier Profile
        • How to Add/Update Carrier Insurance
      • Add multiple carriers/vendors to multi stop load
      • Rate Con vs Dispatch Sheet
      • Carrier Compliance setup
      • Adding a Secondary Vendor to a load
    • Customers [13]
      • Adding Accounting Contacts
      • Adding Contacts to a Customer Profile
      • Customer Credit
      • Customer Log In Access Levels
      • Customer Relationship Management (CRM)
      • Hours of Operations
      • How to add a third-party payer
      • Indicate Primary Sales Rep
      • Sending a Customer Statement and Open Invoices
      • Sending and Scheduling Customer Statements
      • Master and Sub-Accounts
      • Create a Customer Profile
      • Changing a Customer on a load.
    • Staff [10]
      • Assigned To function
      • Add an Office Location Label
      • Staff Access Levels – UPDATED [6]
        • Admin
        • Manager
        • Accounting
        • Operations
        • Customer Sales
        • Carrier Sales
      • Creating a Staff Member
    • Accounting [7]
      • Adding Canada Tax Configurations
      • Claim Log
      • Completed Status of loads
      • Consolidated Invoicing
      • Adding carrier SCAC to Customer Invoices with PRO Number
      • Electronic Signatures
      • Billing & View function
    • Tariff [7]
      • Add Service Lane Markup to API Tariff
      • Add/Create Customer API tariff
      • Creating Accessorials
      • How to create a Pricing Program
      • Priority & Contracted Lane Indicators on Service Lanes
      • Region Lists
      • Add Bill-To information for a Customer Specific Account: API Customer Tariff
    • Documents [1]
      • Mass Document Uploader
    • Tools [2]
      • Creating a Carrier Report via Report Builder
      • Non-Compliance Feature (Events, Root Causes, QN notes)
    • Admin Tools [3]
      • Changing Document Addresses
      • Staff Groups
      • Add Equipment Types to system
    • Integrations [37]
      • Carrier Integrations [18]
        • accuFRATE [4]
          • Service Level Types
          • Enabling and Using accuFrate in BrokerWare [2]
            • Canceling a Pick Up
            • Managing Carrier Payables
        • Fast Exact
        • FedEx [3]
          • FedEx 411
          • FedEx – How to get credentials
          • FedEx – Configuring BrokerWare
        • TForce Freight [2]
          • TForce Freight – How to get Credentials
          • TForce Freight – Configuring BrokerWare
        • GlobalTranz
        • Shipstore [1]
          • Shipstore FAQ – READ FIRST
        • SAIA LTL [1]
          • SAIA – How to get credentials
      • Partner Integrations [17]
        • Authorize.Net
        • Macropoint Tracking
        • Project44 Tracking (Inbound to TMS)
        • SMC3 Volume
        • Triumph Pay Audit (Formerly Hubtran)
        • Trucker Path Load Board
        • TruckStop.com Load Board
        • DAT [4]
          • DAT Loadboard Integration Info
          • RESTFUL API – Service Accounts – LOAD BOARD Updated Requirements
          • DAT Rate View
          • Web Connexion – Integration Credentials
        • Bitfreighter
        • Greenscreens [2]
          • Configuring the TMS
          • Equipment Type Mapping
        • TextLocate
    • QuickBooks [3]
      • Desktop Sync Tool Configuration
      • Re-Authorize Sync Application in QuickBooks Desktop
      • Office GL Code setup – QuickBooks Desktop
    • EDI [1]
      • Inbound 204/214 – Do not update date/time toggle
  • Freight Bazaar [7]
    • Buyer Portal
    • Provider Details
    • Rating and Load Details
    • Help [3]
      • Seller help
      • Buyer help
      • Static Accessorial List
  • Industry Knowledge [6]
    • EDI
    • Freight Classes
    • Package Types
    • Accessorials
    • PRO Number Check-Digit
    • Linear Feet Calculation
  • Webinars [2]
    • Cargo Chief Digital Freight Matching and BrokerWare
    • Digital Freight Matching
  • Other [2]
    • User Group Meeting (2022)
    • BrokerWare v2 Themes (as of January 2023)
  • FAQ [10]
    • How do I submit a change or enhancement request?
    • How do I get live Support?
    • How many shipments or lines can I rate with Mass Rater?
    • The LCR is stating that this carrier is not setup as a carrier or not marked as an XML rate, what do we need to do?
    • I can’t seem to find my shipment by BOL in the search bar?
    • How often does the TMS pull for Carrier E-Docs?
    • How to use the Copy/Paste Feature
    • What fields can we search in the quick search bar?
    • The PODs are not being included when I send from invoice printing.
    • Shipmind FAQ
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Custom Reference Fields

  • Global Custom Reference Fields
  • Customer Custom Reference Fields
  • Where to Find Custom Reference Fields
  • How to report Custom Reference Fields
Last modified September 1, 2023

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