Our new Multi Companies Profiles are here!

Our new Multi Companies Profiles are here!

Load Manager TMS now supports multiple company profiles for each company- whether different company divisions, DBA, or business names, you can directly upload a different logo and contact information for each profile. When building a load, select which company the load is made under, run reports, and keep track of sales and productivity for each company.

1: Adding a Bill From Company

  1. Log in to your Load Manager TMS account.
  2. From any screen in Load Manager, click on “Settings.”
  3. On the submenu, select “Bill From Companies” from the options.
  4. If you do not see the “Bill From Companies” option, click “Configuration Options.”
  5. Scroll down to the “Multi-Company Settings” options and check the box next to “Activate Bill From.”
  6. Click “Save.” Then the “Bill From Companies”
  7. Select the “Add Bill From Company” button for the “Bill From Companies” page.
  8. Please enter the company name you want to add and upload their logo.
  9. Enter the company’s contact information, including address, phone number, and email address.
  10. Click “Save” to save the new company profile.
A Screenshot from Load Manager TMS

2: Assigning a Bill From Company to a Load

  1. Go to the “All Loads/ My Loads” screen
  2. Click on “Add Load”
  3. Scroll down to the “Bill To” section, where you will see the “Bill From” option.
  4. Select the drop-down menu to choose the appropriate Bill From Company for the load.
  5. Once you have selected the Bill From Company, the company’s logo and contact information will appear on the load reports.
A Screenshot from Load Manager TMS

3: Viewing and Modifying Company Profiles

  1. Go to the “Settings” screen in Load Manager.
  2. Select “Bill From Companies” from the options.
  3. Click on the company profile you want to view or modify.
  4. To modify the company profile, enter the updated information or logo.
  5. Click “Save” to save the updated company profile.
A Screenshot from Load Manager TMS

4: Running Reports Based on Company Profiles

  1. Go to the “Reports” screen in Load Manager.
  2. Select “Sales Detail” from the options.
  3. Choose the appropriate date range and other options for the report.
  4. Under “Bill To Company,” select the Bill From Company you want to include in the report.
  5. Click “View Report” to generate the report.
A Screenshot from Load Manager TMS

5: Displaying the Bill From Company Column

  1. Click on the “Settings” button in the upper right-hand corner.
  2. Select “Configuration Options” from the options.
  3. Scroll down to the “Customize “My Loads” Columns” as seen below and select the “Bill From” option.
  4. Click “Save” to save the changes.
  5. The “Bill From” column will now be displayed on the “My Loads/All Loads” screen.
A Screenshot from Load Manager TMS

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