Introduction to Quick Start Guide (QSG)
Quick Start Guides list simple steps to complete common tasks.
Choose the relevant guides to compile a basic user manual. Great for training or ensuring your best practice is implemented and maintained.
Skip/delete optional steps from the QSG to keep the workflows easy to understand.
Links in the QSG take you to more detailed knowledge base articles with further information and context.
Key steps covered:
- Job/Consignment/Shipment Creation
- Pickup allocation
- Completing a pickup
- Return freight to depot/hub + scanning
- Linehaul between depots/hubs (coming soon)
- Loading for delivery
- Completing a delivery
- Invoice preparation and approval (coming soon)
- Basic price troubleshooting (coming soon)
Full .docx file attached below for download.
Related Articles
Complete a Delivery QSG
Complete a Delivery [Android] From the mobile app home screen tap on the Delivery icon to view your run. To review the job details, tap the checkbox on the right. On the job screen: [Optional] Tap the Map icon to see the location and access turn by ...
Complete a Pickup QSG
Complete a Pickup [Android] 1. The driver will receive a notification to acknowledge receipt of the job. 2. Pickup job(s) are added to their run (delivery screen) and the driver can update order as required. 3. To review the job details, tap the ...
Job Creation - Online Portal QSG
Create Consignment for Pickup Minimum desirable steps/information 1. To create a consignment, on TMS web portal go to Home > Consignment, consignment page will open, now click on the Create Consignments button, the consignment creation page will ...
Load vehicle by scanning QSG
Load vehicle with item scanning [Android] In the TMS mobile app home screen, tap on the Load icon to open the load screen. Scan the label barcodes. Use the scan button (laser scanners) or the volume buttons (phone) When all the barcodes for a ...
Manual Pickup Allocation (via Allocation Screen) QSG
Manual Pickup Allocation (via Allocation Screen) On the TMS Web Portal, go to Transport > Operational Tasks > Pickup Allocation. 1. To allocate a job, select it by clicking on a row or tick the checkbox far left. You can tick multiple checkboxes if ...