General functions in TMS

← Get back to the TMS

Contents

Additional fields tab (customer specific) in the order
Addresses in the order
- Enter addresses in address field
- Add contact data to address
- Use address assignments in the order
- Use address blocks in the order
- Addresses for all clients
- Address names and symbols
- Reference field and Reference button
- Credit limit information of an address
- Memo function/address memo at addresses
Addresses in the Extras menu
Advanced Dynamic Search
- ADS: Edit and save search settings
  - Context menu in ADS search
  - Search operators in ADS
- ADS: Search result
  - Context menu in ADS search result
- Edit label in ADS
- Agents turnover statistics
Archiving systems
- Archiving with d.3 - Filing of documents in the DMS
  - Preconditions for archiving files in the DMS archive
  - Basic data settings for archiving files in the DMS archive
Calculation tab in the order
- Create calculation and Field description
  - Calculate order and buying function
  - Manual entry of a calculation
- Transfer rates to the Calculation tab
- Transfer calculated rates into the Account sheet
- Data transfer in the Airfreight module
- Special features on the Calculation tab
- Calculation tab: Send outgoing invoices automatically via email
- Search criterion Sideletter for different Sideletter-owners
- Selling/Buying prices with different via-locations
- Consider subsequent exchange rate changes when billing
Change of client in Extras
Check service provider addresses
CO2 Emission calculation
Common ECM and TMS functions
- @Cost customers
Compliance
- Functional role concept
- Persons, institutions, addresses, CargoSoft objects, vessels
- Address verification from the order
- Manual object entry
- Filter functions
- Workflow - Edit Compliance Hits
- Release addresses checked by compliance in the order
- Compliance check of private individuals
Controlling in Environment
- Checkbox Deactivated
- Account sheets in Environment - Controlling
- Differences
- Open accruals in Controlling
- Open accruals Excel-import format in Controlling
- Activity type statistic and 2
Create group and save layout
Credit limit check
- Credit limit check in the order
- Credit limit symbol of an order address
- Changing an address in the order
- Blocked addresses
- Release credit limit in the order
- Changing the credit limit information
- SYS log entries
- Authorization objects credit limit check
Customer checkmark
Customs tab in the order
- Single administrative documents
- Certificate of origin
Dangerous cargo - general information
- Dangerous goods representative in your enterprise
Dashboard
- Set up Dashboard as start page
- Evaluate order status in the dashboard
Distance table
EDI in the Environment menu
- Interface CargoSoft to CargoSoft
EDI tab in the order
EDI Mailbox in Environment EDI
- Dashboard set up for EDI mailbox
- Context menu of EDI mailbox
EDI-Log in Environment EDI
EDI-Status tab in the order
EDIFACT order transfer
EDIFACT overview
Edit menu
eFile tab in the order
- Context menu in the eFile tab
Email
- HTML mode and Email templates in e-mail
- TEXT mode and Text modules in emails
- Attachments in e-mails
- Send Emails
- Send AWB and manifests via e-mail
- Send an eTracking link
Environment menu
Export
Fax
File menu
Files in the File menu
- Create a new file in TMS
  - Create files from Excel
  - Create files via interface GLA booking monitor
- Copy file
- Open file
- Save file
- Search file
- Split file
- Convert files
  - Convert files into splitfiles
- Cancel file
- Close file
- Reopen closed file
Deactivate files in TMS
Forms tab in the order
- Formset sub tab in Forms in the order
- Addresses sub tab in the Forms tab in the order
- Address partner sub tab in the Forms tab in the order
- Text sub tab in the Forms tab in the order
- Distribution sub tab in the Forms tab in the order
- Distribution Master sub tab in the Forms tab in the order
- Info sub tab in the Forms tab in the order
Forms tab in the Email program
Gateway as profit center - General Information
Goods descriptions in TMS
Haulage tab in the order
- Transport tab in Haulage
- Addresses tab in Haulage
- Description of goods tab in Haulage
- Manifest tab in Haulage
  - Separate shipments and transport separately
- Forms tab in Haulage
InBox for eFile
- Single-Sign-On
- Data protection
Info tab in the order
- SYS Log tab in Info tab
Messages in TMS
Options in the Extras menu
- Signatures tab in Options
- Display tab in Options
- Preallocations tab in Extras Options
- Description of goods tab in Options
- Link tab in Extras Options
- Mail/Fax tab in Options
Order memo
Power BI
Print
QM Card tab in the Info tab
Quotations in TMS
- Create a quotation
  - Header data tab in Quotations
  - Calculation tab in Quotation
- Copy quotation
- Use quotation in a file
Responses
Send to
Services tab in the order
- Services tab in the service order
- Send service order
  - Set cancellation and send update separately for each service provider
  - Split service order with several containers and send it automatically
- T O M
- Insert container no. (Export) via status
- Transfer files to a different mode
- Dispo ECM tab in the Services tab
Sidebar
Statistic in the Environment menu
Statistic tab in the order
- Use the ECM Service contract in TMS
- Open ECM Service contract in the TMS order context menu
Status monitor in the Environment menu
Status request tab in the order
Status tab in the order
System administration in the Extras menu
- Booking module
- Canceled files
- Status monitor - autom. Output
- Status monitor InvoicingLog
Transport tab in the order
Using services
View of ECM in TMS
Waybills
- CMR international waybill
- FCR Forwarders Certificate of Receipt
Look and Feel in TMS
- CargoSoft starter
- Change the screen view
- Bars in the TMS order display
- Log in at TMS
- Menu bar in the modules Airfreight, Seafreight, Road, Rail
- Tabs in all modules
- Basic data menus - structure and modifications
- Buttons and symbols
- Edit date fields
- Overview of opened files
- Function keys
- Keyboard shortcuts
- Info, Remote maintenance in the Help tab
- Search functions in TMS fields
- Theme, Zoom, Calculator in the Extras tab
Facelift with Release 2021.4