Question & Answer
Question
Customizing Sterling TMS
Answer
Customizing Sterling TMS
Sterling TMS allowsshippers to customize many features to meet the needs of their business.For example you can rename reason codes and reference numbers tomatch the terminology your users are familiar with.
You can use the following features to customize and organize yourshipping data in Sterling TMS:
- User Options
Eachuser can set up default settings that speed up the entry and editingof shipments and dock appointments.
- Customizing Tables
Sterling TMS presentsyour critical shipping and payment data in tables:
- You can select which columns to display and hide in each table.
- You can change the order of columns to group data and quicklycompare the results.
- You can easily sort tables to display the most important eventsat the top of the page.
Shipper and carrier administrators can also set up defaulttable formats and copy these to their users.
- Searching
Userscan use the powerful search capabilities in Sterling TMS to filtertheir shipping data based on dates origin and destination modeservice type payment method and many other criteria.
Shipperand carrier administrators can copy saved searches to their users.
- Reason Codes
Sterling TMS provides manyindustry-standard reason codes you can use to track changes in shipmentstatus. Shippers can organize and customize these reason codes tomeet the needs of their business:
- You can rename standard reason code descriptions to use familiarnames that your organization currently uses in your business processes.
- You can organize reason codes into groups and determine whichreason codes your users can select.
- Reference Fields
Sterling TMS providesmany industry-standard reference identifiers you can assign to ordersand shipments. Shippers can define custom names for reference fields.
- Equipment
Sterling TMS provides dozensof industry-standard equipment types and sizes such as many typesof dry vans flatbed trailers and refrigerated equipment.
Shipperscan customize and organize these equipment types:
- Filter the long list of standard equipment types so your usersonly select the equipment your organization needs.
- Define custom equipment names that use terms your users are familiarwith.
- Define equipment lists that group related equipment together.
- Shipment Priorities
Shipperscan define their own shipment priorities and then use these prioritiesto sort and track shipments.
- User Profiles
Shipper and carrier administrators define a user profile foreach employee that logs on to Sterling TMS. You can customizethe user visibility so your employee only handles freight that isbeing picked up or delivered in a certain area.
- Custom Forms
Shippers can be licensedto develop custom Bill of Lading (BOL) forms which their Executionusers and carriers can open in Adobe AcrobatPDF format.
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Document Information
Modified date:
08 December 2018
UID
ibm10752697