A Full Tour of AscendTMS for 3PL's, Logistics Brokers and Shippers

Introduction

This tutorial provides a comprehensive overview of AscendTMS, a powerful tool designed for 3PLs (Third-Party Logistics), logistics brokers, and shippers. By following this guide, you will learn about the key features and functionalities that can streamline your logistics operations and enhance your team's efficiency.

Step 1: Setting Up Your AscendTMS Account

• Visit the AscendTMS website and sign up for an account.
• Choose the plan that best suits your business needs.
• Complete the onboarding process by filling in your company details, including:
  • Name
  • Address
  • Contact information
• Familiarize yourself with the dashboard interface, which provides an overview of your logistics operations.

Step 2: Navigating the Dashboard

• Explore the main sections of the dashboard, which include:
  • Load Board
  • Invoicing
  • Reports
• Learn how to customize your dashboard to display the most relevant information for your team.
• Use the search functionality to quickly find specific loads or reports.

Step 3: Managing Loads Efficiently

• Use the Load Board to:
  • Post new loads by clicking on the 'Create Load' button.
  • Fill in necessary details such as pickup and delivery locations, load type, and weight.
  • Set up alerts for load updates or changes.
• Review incoming loads from carriers and assign them to your team.

Step 4: Invoicing and Payments

• Navigate to the Invoicing section to create and manage invoices:
  • Click on 'Create Invoice' and select the associated load.
  • Enter payment terms and additional charges, if any.
• Track payments by checking the status of invoices.
• Set up automatic reminders for overdue payments to ensure timely transactions.

Step 5: Generating Reports

• Access the Reports section to analyze performance data:
  • Choose from various report templates, such as financial reports or load tracking.
  • Customize reports based on specific metrics you want to track.
• Export reports in different formats (PDF, Excel) for sharing with stakeholders.

Step 6: Utilizing Integrations

• Explore available integrations with other platforms (e.g., accounting software, carrier networks):
  • Visit the Integrations page in the settings menu.
  • Follow the prompts to connect your preferred tools.
• Take advantage of APIs for custom integrations that suit your business model.

Step 7: Training and Support Resources

• Leverage the training materials available within AscendTMS:
  • Access video tutorials and user guides for detailed instructions on specific features.
  • Join the AscendTMS community forums to connect with other users and share best practices.
• Reach out to customer support for any technical questions or issues you encounter.

Conclusion

AscendTMS offers a robust suite of tools that can significantly enhance the efficiency of logistics operations for 3PLs, brokers, and shippers. By setting up your account and familiarizing yourself with the dashboard, load management, invoicing, reporting, and integrations, you'll be well on your way to optimizing your logistics processes. For further mastery, continue exploring training resources and engage with the user community.