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Shipper TMS - Creating, Editing, and Using an Internal Carrier
Shipper TMS - Creating, Editing, and Using an Internal Carrier

How to manually add, edit, delete & use Carriers in your Internal Carrier list when working with a non Super Dispatch carrier - Shipper TMS

Updated over a week ago

Some circumstances prevent Carrier's from using Super Dispatch, and we get that. This is why we have the Internal Carrier list inside of the Manage Carriers page in the Shipper TMS. An Internal Carrier is a carrier that is created within your Shipper TMS environment to be used only for your internal records to have accurate reporting.

Even if the Carrier does not or cannot use Super Dispatch, you still have the ability to assign them to orders you have created in Shipper TMS so that you can keep the best records possible.

NOTE: Internal Carriers will not receive any communication from Shipper TMS.

How to add an Internal Carrier:

  1. Navigate to your Manage Carriers page.

2. Click over to the Internal tab, then click Create Internal Carrier.

3. Fill out as much info as possible about the Carrier. Company Name is a required field. The rest is up to you, but we encourage you fill out as much as possible for the sake of excellent record keeping.

4 Click Save.

Editing an Internal Carrier:

To make changes to an Internal Carrier entry, navigate to the Internal Carrier tab, and click on the Edit button on the right hand side of the screen.

Once you have made your changes, just click Save and Close in the top right corner of the screen.

Deleting an Internal Carrier:

Should you ever need to delete an Internal Carrier all you need to do is to locate the Carrier inside the Internal Carriers page, and click the Delete button, then click Confirm.

Using an Internal Carrier:

So what if you have a load that's going to be a delivered by a carrier, but they won't be using Super Dispatch? You can use an Internal Carrier to mark a load accepted. So if the carrier won't be using the Super Dispatch app, but you want the record to show they delivered it, this will be the way to go. It is a completely manual process to push the order through the load cycle without the need of carrier input.

Once you have the Internal Carrier created, go to the load they are going to move. Make sure the load is in your New section to start. Click the 3 dots button in the top right corner of the order:

Within the dropdown, click on Mark as Accepted and it will pull up a side panel, asking what carrier accepted this load. We will type in the Internal Carrier's name and it should appear like this:

Click on their name, then click Done. Now the load has been accepted by an Internal Carrier!

At this point, the load will have to be manually moved into it's proper status. Similar to marking it accepted, you will click on the 3 dots again, then mark it as picked up. Once selected you will pick the correct pickup date and press done.

Now the load will reflect the new status change and show as picked up. The next step is going to be to mark as delivered. This can be done in the same manner as the last step but we will now select the option below.

Now that the load is showing delivered lets send the invoice and then mark as such. Once again we will select the three dots and click Send Customer Invoice. After you will be prompted with this interface. Once you have selected the correct date, email and template you can select Send! The invoice and BOL will be sent to the email moments later.

Lastly we will need to mark the load as paid. Once again we will select the three dots and select the option Mark as Paid in the drop down menu. You will need to fill out the payment info to the carrier and from the customer then save.

Now the load will be marked as Paid! If you have made a mistake you can always undo the step by Unmarking the event.

If you have any questions about Internal Carriers, Managing Carriers, or anything else Shipper TMS, give our Support Team a shout by clicking the chat icon in the bottom right corner of this screen. You can also email us anytime at [email protected]

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