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Training Academy
Training Academy
Knowledge Base Articles that fit in the Training Academy category
EZ Loader TMS - Quick Start Guide
How to Search for Loads within EZ Loader
How to Add a New Carrier
1. Setup - Getting Started
Logging In & E-Signature Setup Up
Uploading Company Documents & Adjusting Settings
2. Getting To Know EZ Loader TMS
Main Menu & Action Buttons
Status Driven TMS
Familiarize yourself with our Icons
3. Building Loads & Navigating Load Lists
Building a Load
How to Copy / Duplicate a Load
Load Search
Navigating a Load List in the System
4. Prospects Customers & Carriers
Prospect Profiles
Promoting a Prospect to a Customer
Creating a Customer Profile
Customer Requirements to Build a Load
Customer Profile Overview
Adding a New Carrier
EZ TMS Carrier Onboarding
Carrier Profile Overview
How to Create a Vendor Profile
Searching for Carrier & Customer Profiles
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5. The Load Page
Load Page Overview
Load Page - Details Section
Load Page - Documents Section
Load Page - Customer and Carrier Profiles
Load Page - Accounting Section
Load Page - Check Calls
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6. Rate Confirmations
Carrier Rate Confirmation
Understanding the Carrier Rate Confirmation
Customer Rate Confirmation
7. Accounting
Accounting Settings - Customer Level
Uploading Documents for Invoicing
Creating Customer Invoices
Entering Customer & Carrier Payments into a Load Profile