Configuration Options Overview

Before You Use This Article

• Access needed: Load Manager login and permission to use this screen, report, setting, or workflow.
• Best starting path: Start from Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services based on your company type.
• If this is not your setup: If this is not your company type, choose Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services.

Configuration Options is the main company settings page in Load Manager TMS. Use this page to manage system-wide defaults for load entry, billing, documents, email text, mobile dispatch, tracking integrations, customer visibility, accounting exports, and other workflow options.

Because these settings can affect multiple users and workflows, review changes carefully, save your update, and test the affected area before using the change on active customer work.

Open Configuration Options

1. Go to Settings.
2. Select Configuration Options.
3. Find the section or setting you need to review.
4. Make the needed update.
5. Click Save.

When to Use This Page

Use Configuration Options when you need to change a company-wide default instead of a single load, customer, carrier, driver, or invoice. Common examples include:

• Load number behavior and automatic load numbering.
• Invoice terms, factoring defaults, consolidated invoices, currency, and sales tax options.
• Default wording for invoices, quotes, rate confirmations, dispatch messages, and onboarding emails.
• Mobile dispatch, driver notification, tracking, MacroPoint, Project44, and e-dispatch settings.
• Customer portal visibility and customer-facing load update behavior.
• Accounting export settings, including QuickBooks-related options when enabled.
• Load board, carrier onboarding, carrier lane, and carrier search defaults.
• System setup File Cabinet documents that can be reused in related workflows.
• Display and workflow controls for fields, reports, copy-load behavior, and status automation.

Billing, Invoice, and Accounting Settings

Billing and accounting settings control how Load Manager handles invoice defaults, customer payment terms, factoring, currency, sales tax, consolidated invoices, and accounting exports.

• Payment terms: Set the default terms used on customer invoices. Customer-specific terms may override the system default.
• Factoring settings: Store default factoring information and factoring fee behavior when your company uses factoring.
• Consolidated invoices: Turn on consolidated invoice workflows when customers need multiple loads billed together.
• Currency and sales tax: Enable foreign currency or Canadian sales tax options when those workflows apply to your company.
• QuickBooks and accounting export: Store accounting integration settings and export defaults when those features are enabled.

Load Number and Load Entry Settings

Load entry settings control how users create loads and how Load Manager assigns or allows changes to load numbers.

• Allow Load # Entry: Allows users to enter or edit a load number when creating or editing a load.
• Load Number Auto Increment: Controls automatic load number sequencing.
• Starting Active Load Number: Sets the starting number used by the automatic numbering workflow.
• Copy and duplicate load options: Control what information carries over when users copy a load.

Documents and Email Defaults

Configuration Options includes default text and document settings used across customer-facing and carrier-facing communication.

• Invoice email subject lines and body text.
• Quote wording and quote email defaults.
• Rate confirmation and dispatch report language.
• Carrier onboarding email text and subject lines.
• Load status update email defaults.
• BOL, rate confirmation, invoice, and other document display settings.

Mobile Dispatch, Tracking, and Driver Settings

Mobile dispatch settings control how drivers receive load information and how Load Manager handles tracking-related workflows.

• EDispatch options: Control the dispatch method available for mobile app, web app, web app with MacroPoint, or MacroPoint workflows.
• Driver password: Can require drivers to enter a password before accessing mobile dispatch.
• Mobile stop tracking status: Sets the load status used for stop tracking workflows when configured.
• Driver notifications: Control driver-facing alerts and notification lead times when those settings are enabled.
• MacroPoint and Project44: Store tracking integration settings when your company uses those services.

Customer Portal and Load Update Settings

Customer-facing settings control what customers can see and how customers receive load updates.

• Show or hide customer rates, public notes, instructions, and selected load details.
• Control default load update email behavior.
• Support customer portal visibility settings that work together with customer and load status setup.
• Set workflow defaults for customer-facing status updates when those features are enabled.

Carrier, Load Board, and Onboarding Settings

Carrier-related settings support carrier search, carrier onboarding, lane tools, load board integrations, and carrier communication defaults.

• Carrier lane and carrier search options.
• Carrier onboarding default email text.
• Load board integration controls when enabled for your company.
• Carrier insurance and carrier document workflow defaults.

System Setup File Cabinet

The Configuration Options screen includes access to the system setup File Cabinet. Use it for company-level files that need to be available from system setup workflows, such as standard documents or reusable attachments.

Files uploaded here are separate from files attached directly to a specific load, customer, carrier, driver, or user record.

Best Practices Before You Save

• Change one workflow area at a time when possible.
• Confirm whether the setting affects all users, a specific document, customer-facing visibility, accounting exports, or driver/mobile workflows.
• Take a screenshot or note the original value before changing important accounting, document, email, or integration settings.
• Click Save before leaving the page.
• Test the affected workflow on a sample load, customer, carrier, invoice, dispatch, or report.

If You Are Unsure Which Setting to Change

Some settings have similar names because they affect different parts of the system. For example, a document setting may change printed paperwork, while a customer portal setting may change what customers see online. If you are unsure, confirm the goal first, then review the related article for that workflow.

If the setting affects accounting exports, invoice totals, customer visibility, tracking integrations, or driver dispatch, test the result before using it on active loads.

Related Articles

• Choose the Right Load Manager Articles for Your TMS Setup
• Change or Enter a Load Number
• Consolidated Invoices
• How to change currency amount from CAD to USD on an Invoice
• Driver Web App with Mobile Dispatch
• Track Loads with MacroPoint in Load Manager
• Carrier Lane Search
• Your Customer Portal Overview
• Quote Terms and Customer Terms: Configuration & Display Rules
• Configure Load Update Email Settings in Load Manager TMS