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Creating, Editing & Using Internal Carriers In Shipper TMS

Sam
Updated

Introduction

Not all carriers use Super Dispatch, and we understand that. To support these situations, Shipper TMS includes the Internal Carrier feature on the Manage Carriers page.

An Internal Carrier is created within your Shipper TMS account for record-keeping and reporting. Even if a carrier does not use Super Dispatch, you can still assign them to orders and keep your load activity organized.

Important: Internal Carriers do not receive messages, notifications, or other communication from Shipper TMS.

How to Add an Internal Carrier

Follow these steps to create an Internal Carrier in Shipper TMS.

Step 1: Go to Manage Carriers

  1. Log in to your Shipper TMS account.
  2. Select Manage Carriers from the left-hand menu.

Step 2: Open the Internal Tab

  1. Click the Internal tab.
  2. Select Create Internal Carrier.

Step 3: Enter Carrier Information

  1. Enter the required Company Name.
  2. Add any additional details you want to keep on file for this carrier.

Step 4: Save the Carrier

  1. Click Save to add the Internal Carrier to your account.
Note: Once saved, the Internal Carrier will appear in your Internal carriers list and can be selected when assigning loads.

Editing an Internal Carrier

You can update an Internal Carrier at any time.

Step 1: Locate the Carrier

  1. Open Manage Carriers.
  2. Select the Internal tab.
  3. Find the carrier you want to edit.

Step 2: Edit the Carrier

  1. Click Edit next to the carrier.
  2. Make your changes.
  3. Click Save and Close.

Deleting an Internal Carrier

If you no longer need an Internal Carrier, you can remove it.

Step 1: Locate the Carrier

  1. Go to Manage Carriers.
  2. Select the Internal tab.
  3. Find the carrier you want to delete.

Step 2: Delete the Carrier

  1. Click Delete.
  2. Confirm the action by selecting Confirm.
Important: Deleting an Internal Carrier removes it from your available carrier list. Make sure you no longer need it before confirming deletion.

Using an Internal Carrier

Internal Carriers let you assign and track loads even when the carrier does not use Super Dispatch.

Step 1: Assign the Carrier to a Load

  1. Open the load you want to assign.
  2. Make sure the load is in the New section.
  3. Click the three-dot menu in the top-right corner.
  4. Select Mark as Accepted.
  5. Search for the Internal Carrier, select it, and click Done.

Step 2: Update the Load Status

  1. To mark the load as picked up, click the three-dot menu again and select Mark as Picked Up.
  2. Enter the correct pickup date and click Done.
  3. To mark the load as delivered, repeat the process and select Mark as Delivered.

Step 3: Send the Invoice

  1. Click the three-dot menu and select Send Customer Invoice.
  2. Enter the required details, such as the date, email, and invoice template.
  3. Click Send to email the invoice and BOL.

Step 4: Mark the Load as Paid

  1. Click the three-dot menu and select Mark as Paid.
  2. Enter the payment details for both the carrier and the customer.
  3. Click Save.

Step 5: Undo Paid (Optional)

If a payment was marked incorrectly, you can select Unmark Paid from the dropdown menu.

Note: Using an Internal Carrier helps you keep order activity accurate in Shipper TMS, even when the carrier is not actively using the platform.

Learn More

Looking for more information about carriers, users, or verification tools in Shipper TMS? Check out the sections below.

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