3PL University – Videos [203] Operations [76] 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 [20] 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 Accounting [60] 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 [5] Pay Bills Pay Invoices Applying Credits [2] AR Credits (Customer Refund) AP Credits (Vendor Refund) 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 [40] 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 [10] Carrier Integrations Partner Integrations [6] Global Logistics Solutions [4] GLS Overview Insurance Rate Markup Updating Insurance Information Removing Insurance Accessorial & Certificate MacroPoint Capacity Power BI [1] Power BI – General Overview Manager Reports [1] Tariff Profitability OnTime Report Admin [1] Min and Max Margins 3PL University – User Guides [102] 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 [33] Carrier Integrations [17] accuFRATE [5] Enabling and Using accuFrate in BrokerWare [2] Canceling a Pick Up Managing Carrier Payables Configuration and Info Service Level Types Fast Exact FedEx [3] FedEx – How to get credentials FedEx – Configuring BrokerWare FedEx 411 TForce Freight [2] TForce Freight – How to get Credentials TForce Freight – Configuring BrokerWare GlobalTranz Shipstore [1] Shipstore FAQ – READ FIRST Partner Integrations [14] 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 [2] RESTFUL API – Service Accounts – LOAD BOARD Updated Requirements Web Connexion – Integration Credentials Bitfreighter Greenscreens [2] Configuring the TMS Equipment Type Mapping 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 [5] EDI Freight Classes Package Types Accessorials PRO Number Check-Digit 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 [7] 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 Home / Documentation / 3PL University – Videos / More / Documents Document Uploader How to use the Document Uploader For Mass Document Uploader, please refer to: Mass Document Uploader Doc navigation Global Documents > Was this page helpful? Yes No