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GENERAL DISPATCH TOOLS CARRIER SELECTION TRACKING |
ACCOUNTING ADMIN REPORTS CUSTOMER PORTAL SALES STAFF PORTAL |
SHIPMENT DATA CARRIER DATA CUSTOMER DATA |
- Improve billing accuracy and customer satisfaction
- Consolidate customer information and preferences
- Automate quote generation
Customer Profile - In one place all aspects of a customers account can be viewed and modified. This includes creating new shipments, viewing shipments, financial information and other preferences.
Current Shipments - All shipments linked to a customer can quickly be found and viewed. The shipments can be searched and sorted by a variety of parameters.
Create Shipments - After selecting a customer a new shipment can be created using previous shipments to populate most of the new shipment information expediting the shipment entry process.
Preferences - Many customer specific preferences can be set reminding your staff about their special needs or circumstances. These include rating notes, lift gate, insurance, invoice style and many other useful pieces of information.
Email Notifications - Shipment Delivery, Pickup Confirmation, Invoice Creation and many other notifications can be automatically sent to customers. The notifications are automatically emailed based on the notification preferences of that specific customer.
Account Statement - A real time statement of account can be viewed or sent at any time. The statement will show real time data about the customer's open and closed billing activity.
Credit Profiles - Credit information can be entered and calculated using all shipments in the system. If a new shipment is booked that pushes a customer over their credit limit notifications are automatically triggered giving the proper people the ability to stop the shipment before it is picked up.
Commissions - Each customer can have multiple sales representatives linked to the account, each one having different commission structures. When a shipment is created for this customer the commissions are automatically added, calculated and updated.
Contact us for a free software demo and see
how TMS can improve your business.