Frequently Asked Questions¶
How do I find a specific leg or shipment?¶
Use the search bar at the top of any list view. You can search by leg number, shipment reference, carrier name, or customer name. For more targeted results, use the filter and group-by options in the search panel to narrow by status, date range, or assigned dispatcher.
What is the difference between a leg and a shipment?¶
A shipment represents the customer's freight order -- it holds the customer rate, freight details, and billing information. A leg represents the actual truck movement from origin to destination. One shipment can be linked to multiple legs (e.g., multi-stop or relay routes), and one leg can carry freight for multiple shipments.
Why can't I delete a record?¶
Only TMS Admins have delete permissions. If you are a TMS User, you can archive records instead by toggling the "Active" flag. Contact your administrator if a record truly needs to be removed.
Why can't I edit a completed leg?¶
Completed legs are write-locked to protect financial integrity. Once a leg is completed, its data feeds into settlements and invoices, so changes could cause accounting discrepancies. If you need to make a correction, ask a TMS Admin to revert the leg first.
How do I fix a mistake on a completed leg?¶
A TMS Admin can click Revert to Delivered on the leg form to move it back to delivered status. This voids any linked draft or approved settlements. If the settlement has already been paid, the revert is blocked -- you will need to void the paid settlement manually first, then retry the revert.
Warning
Reverting a leg voids all of its unpaid settlements. Make sure the correction is necessary before proceeding.
What do the different leg statuses mean?¶
| Status | Meaning |
|---|---|
| New | Leg has been created but not dispatched. |
| In Transit | Leg has been dispatched and the truck is en route. |
| Delivered | All stops have been checked out. Ready for completion. |
| Completed | Leg is finalized. Settlement and invoicing can proceed. |
| Archived | Leg has been archived and is no longer active. |
How do I know if a load is ready to be settled?¶
Navigate to Settlements > Unsettled Legs. This view shows all completed legs that do not yet have an active settlement. If auto-settlement is enabled in TMS Settings, a draft settlement is created automatically when a leg is completed.
What happens if the driver delivers fewer pieces than expected?¶
When the checkout wizard detects a discrepancy between expected and actual pieces or weight, the stop is flagged as Attention Required. A TMS Admin or authorized user must review the discrepancy and approve the checkout before the stop can be finalized.
Tip
Add a note to the leg explaining the discrepancy. This creates an audit trail that is useful when resolving claims later.
How do I track document expirations?¶
TMS automatically monitors expiration dates on carrier insurance policies, driver licenses and medical cards, and truck registrations. When an item is within the configured threshold (default: 30 days), reminder activities are created for the designated users. You can adjust the threshold and recipient list in Settings > TMS.
Note
The expiration check runs once per day. Newly added documents will be picked up on the next scheduled run.
Who do I contact for help?¶
For system access issues or permission requests, contact your TMS Administrator. For questions about dispatching workflows or operational procedures, reach out to your dispatch supervisor. If you encounter a system error or unexpected behavior, take a screenshot and report it to your IT support team.