Configuration Options Overview

Configuration Options Overview

Configuration Options Overview

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

These settings can affect many users and workflows. Save your change and test the affected area before using it on active customer work.

0Demo Configuration Options System Options screen with clean sample settings

Open Configuration Options

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

Use this page for a company-wide default, not for a single load, customer, carrier, driver, or invoice.

Billing, Invoice, and Accounting

  • Payment terms: Default terms on customer invoices. Customer-specific terms may override it.
  • Factoring settings: Default factoring information and fee behavior.
  • Consolidated invoices: Turn on when customers need multiple loads billed together.
  • Currency and sales tax: Enable foreign currency or Canadian sales tax.
  • QuickBooks and accounting export: Integration settings and export defaults, when enabled.

Load Number and Load Entry

  • Allow Load # Entry: Lets users enter or edit a load number.
  • Load Number Auto Increment: Controls automatic load number sequencing.
  • Starting Active Load Number: The starting number for automatic numbering.
  • Copy and duplicate load options: What carries over when users copy a load.

Documents and Email Defaults

Default text and document settings for 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

0Demo Configuration Options mobile dispatch GPS and QuickBooks settings with clean sample values

  • EDispatch options: The dispatch method for mobile app, web app, web app with MacroPoint, or MacroPoint.
  • Driver password: Can require drivers to enter a password before accessing mobile dispatch.
  • Mobile stop tracking status: The load status used for stop tracking, when configured.
  • Driver notifications: Driver alerts and notification lead times, when enabled.
  • MacroPoint and Project44: Tracking integration settings.

Customer Portal and Load Update Settings

  • Show or hide customer rates, public notes, instructions, and selected load details.
  • Default load update email behavior.
  • Customer portal visibility settings, which work together with customer and load status setup.
  • Defaults for customer-facing status updates, when enabled.

Carrier, Load Board, and Onboarding Settings

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

System Setup File Cabinet

Use the File Cabinet for company-level files, such as standard documents or reusable attachments. These are separate from files attached to a specific load, customer, carrier, driver, or user.

Before You Save

  • Change one workflow area at a time when possible.
  • Note the original value before changing important accounting, document, email, or integration settings.
  • Click Save before leaving the page.
  • Test on a sample load, customer, carrier, invoice, dispatch, or report.

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