Automatic CMR delivery notifications, new payment methods, API extensions and other updates

In this article, you will learn about the following improvements and new features in the fireTMS system:

Automatic notifications regarding the delivery of delivery confirmation documents (CMR)

We have introduced a global mechanism in the system for sending automatic emails requesting delivery confirmation documents. This feature can be enabled in Configuration >> System configuration >> Order handling tab >> option Automatic reminders for delivery confirmation documents. Once activated, fireTMS sends reminders regarding missing attachments to external carriers (to the email address of the contact person assigned to the order).

During configuration, you can further specify the details of how the function operates, including whether to include required documents added to related sales documents or to send notifications only if the carrier’s portal is active. It is also possible to set the maximum number of reminders (from 1 to 3) and the interval between them (from 1 to 5 days).

The system periodically checks orders whose status has changed from ‘in progress’ to ‘completed’. After the set interval has elapsed – counted from the moment the order was completed – at 7:00 am, the system verifies whether the required documents have been attached. If they are still missing from both the freight order and the associated consignment, a reminder is automatically sent to the carrier.

The message content is based on a template configured in Printout configuration >> Templates tab >> sub-tab Delivery document reminders. There, you can edit the default text or add your own templates. This feature is global, but it can be disabled for selected carriers in the file (Contractors >> Carriers >> Edit >> Carrier details section >> checkbox Don’t send reminders for delivery confirmation documents).

Information about the sending of a notification is recorded in the Activity stream of the order, making it easy to track the communication history. If the company uses the Carrier Portal, a link to the portal is automatically added to the email, where the carrier can immediately upload any missing documents. If there is no portal, a standard message is sent requesting that the documents be provided.

Automatic reminders help to complete documents more quickly, which facilitates the closing of orders, speeds up settlements with customers and carriers, and reduces the risk of delays caused by missing documentation.

AI Assistant: usage history and import of loads from files

To make it easier to monitor the use of AI features, we have also made History of useview available in AI Assistant section (Loads >> Enter load; Orders >> New internal order and Accounting >> Purchase >> Register new document >> AI imports). Information is displayed there regarding the date of use, user, quantity, type of operation, and whether the import in question has been counted towards the limit. The Quantity column shows the token consumption for a given operation. This allows users to monitor AI usage in real time and better manage their allocated limit.

In addition, we have introduced a new view: Loads >> Loads with AI assistant, which allows loads to be imported from files. The user can upload a single file or a batch. In the case of CSV files, the system retrieves information about all loads available in individual rows. Once all records have been read, it is possible to select a specific row and create a load based on the selected data, which gives greater control over the imported information. 

Quick navigation between an invoice and its correction

We have improved navigation between invoices and their corrections. In the list of sales invoices and approved purchase invoices, if a correction has been issued for a document, a direct link is available allowing you to quickly navigate to the associated correction invoice. Additionally, in the correction invoice edit view, we have enabled easy navigation to the original invoice – upon selecting the icon next to the Status field, the user is automatically redirected to the relevant document. This feature applies to both sales and purchase invoices and allows for more efficient navigation between related documents.

New payment methods: Card and BLIK

We have expanded the payment methods available in the system with new options: Card and BLIK. The new types are available wherever a payment method is selected, including on invoices and in other areas of the system related to settlements. This allows users to better tailor the payment method to their needs and the processes used within the company.

API extensions: retrieval of costs and purchase invoices in preparation

In the API section (documentation), we have introduced new capabilities that extend the system’s integration with external tools. We have added an endpoint enabling the retrieval of costs entered in fireTMS for internal orders. The data is returned in a structured format, allowing it to be easily utilised in other systems, such as accounting or analytical systems.

We have also expanded the ability to retrieve purchase invoices. Users can now decide whether draft documents – both standard purchase invoices and their corrections – should also be included in the results. This allows the data to be used in integrations even before final approval.

Order margin share column in the load list

We have added a new column to the load list: Share of order margin, which supports the ongoing analysis of financial results. The column displays the margin value attributable to a given load, calculated based on the difference between the load price and its share of the order cost. Additionally, the summary at the bottom of the list displays the total margin value for all visible items. This allows the user to assess the profitability of ongoing orders more quickly without having to perform additional calculations.

Adding a contractor using VIES data

We have streamlined the process of adding contractors in the accounting module. When creating a new contractor in Accounting >> Contractors, it is now possible to automatically populate data based on the VIES database. Once the relevant number has been entered, the system retrieves and populates key information, thereby reducing the need for manual data entry, speeding up the entire process and minimising the risk of errors.

Integration with GPS YellowFox, Leon System, Trans Mobil and AddSecure

We have expanded the list of available telematics integrations to include the following providers: YellowFox, Leon System, Trans Mobil and AddSecure. Integrations can be configured under Configuration >> System configuration >> Transport configuration tab >> Telematics configuration (GPS). Once activated, the current position of the vehicles is displayed in the system. Additionally, for selected providers – YellowFox, Leon System and AddSecure – odometer readings are also available, which are automatically saved in the vehicle records (once a day). In the case of integration with Trans Mobil, only the current vehicle position is available. This solution allows for better fleet monitoring and reduces the need for manual data entry. 

Would you like to find out more about these new features in the system? Please contact us.

* Some of the features described are available only in selected plans.