Handling completed freight orders often involves dedicating significant time and effort to process and register documents submitted by the carrier. What can be done to make work easier, digitise document flow, and automate invoice issuance? It’s worth using the Carrier Portal in fireTMS.
The Carrier Portal is a feature of the fireTMS system that speeds up communication between freight forwarders and carriers, enabling the latter to upload documents directly into the system after completing an order.
What can be submitted via the Carrier Portal?
The Carrier Portal is a convenient solution that reduces the number of paper documents needing archiving while also speeding up work. Thanks to the portal’s facilitation of document submission by carriers, freight forwarders can quickly settle orders.
To configure the Carrier Portal select Configuration from the menu, then go to System configuration. On the selected screen, click the Order handling tab, then select Carrier portal.
When the system window appears, you can configure the tool. Apart from enabling the Portal, you can set several useful features, such as:
Once the Carrier Portal is enabled, it will be available to all carriers. If you need to exclude access for certain transport companies, go to the selected carrier’s profile (Files >> Carriers) and uncheck the Use carrier’s portal option in the Carrier details section.
For freight forwarders using the Carrier Portal is almost automatic. From the moment this feature is enabled, carriers will receive links to the Portal in emails with orders. The freight forwarder’s role is only to retrieve documents within the fireTMS system. Scans will be visible on the Orders in progress or All orders lists, in the view of the selected order and In the view of the purchase invoice. Based on this, the system will fill in the data for the purchase invoice being prepared, which the freight forwarder then only approves and registers.
For carriers, in the received transport order, you will find a link to the Carrier Portal, where you can upload the required documents. It’s important to note that the carrier doesn’t need to work within fireTMS to use the Portal, so to add and send files to the freight forwarder, all you need to do is click the link in the email or in the order printout if the forwarder has set this option in fireTMS.
The Carrier Portal is a tool that significantly streamlines work for both freight forwarders and carriers. This leads to additional benefits for your company.
Benefits of the Carrier Portal
Are you interested in improving your workflow with fireTMS? Create an account and test our system for free for 14 days!
Regularnie dostarczamy informacji o naszym systemie oraz na tematy z branży TSL.
Zapisz się do newslettera i bądź na bieżąco.
fireTMS team
The article was written by the fireTMS team, based on their knowledge, experience and awareness of the TSL industry.
Learn about new features and upgrades by reading this article: Recurring costs With the new version of the system, the option to add recurring costs was introduced. This allows the user to easily and quickly register a recurring cost, such as a tractor lease, in fireTMS. To add a company’s fixed (recurring) costs, go to […]
1 minuta czytania
In this article, you will learn about the new features and improvements: E-mail templates with an order and invoice Earlier in our blog post, we mentioned the option to define a template for an order confirmation e-mail to a customer. The new system version offers the added option of tailoring an email template to an […]
2 minuty czytania
In this article, you will learn about the following features and improvements: Load and order preview directly from the sales document So far, in the fireTMS system, direct access to the load and order preview has only been possible from the purchase invoice view. Since this feature allows for a quick review of transport order […]
2 minuty czytania