3PL University – Videos [206] 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 [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 [103] 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 [34] 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 [15] 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 [3] DAT Loadboard Integration Info 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 [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 [8] 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? Home / Documentation Freight Bazaar Get cost saving competitive rates through our Freight Bazaar marketplace! Buyer Portal Provider Details Rating and Load Details Help Seller help Buyer help Static Accessorial List Doc navigation < 3PL University – User Guides Industry Knowledge > Was this page helpful? Yes No