• 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