Your Customer Portal Overview

Your Customer Portal Overview



As part of your Load Manager Platform subscription, you can access our Customer Portal Feature for your customers.  Our Customer portal enables you to create custom logins for any of your customers.  With their Customer Portal, your customer can create loads, view their current and past loads, and access key load reports like rate cons for each load - all automatically.

Keep in mind this feature is part of your monthly subscription and is already enabled on your platform.  So, assign your customers their own unique login today and watch the automation happen! 

 Here's how:  

Set Up Your Customer Portal

Go to Settings>> Configuration Options>>Customer Portal



Choose your settings 

1. Select your customer portal options:  
  1. Hide Customer Rate- Selecting this option hides the customer rate amount on their portal.   Activating this feature is useful for your customers if they team members login in to the portal to track a load that should not see the price.  
  2. Hide Public Notes- This hides the "Notes-Public" field located in the load screen.  If this option is unchceck, you can use this field for notes to your customer or allow them to include notes when submitting a load for you to truck or broker
  3. Hide Load Stop Intructions: When selected this will hide the instructions for the drivers for each pickup or drop off location.  Keep it uncheck to allow your customer to provide. or view these instructions.  
  4. Allow Add/Copy Loads- Check this  option to provide your customer the ability to automatically submit their new loads for you to truck or broker.  Pair this with your TMS Templates feature to harnass for easy automation for new loads for both your customer and dispatchers.  This can eliminate the need for phone calls or emails that your dispatcher receive for new loads from your customers.  Now they an automatically submit the new load right to your TMS system, decreasing dispatcher mistakes due to misunderstanding or data entry mistakes.    New loads will show as a "EDI" in your TMS, where you have the option to accept or cancel the loads.  Your customer can have full visiblity to see which loads where rejected or accepted and when a load has been dispatched. 
  5. Allow Open Loads- Choose this option if you only want your customer to see an overview of their loads on their "My Loads" list.  If you want them to be able to submit new loads or view additional detals keep this option unchecked.  
  6. Configure Viewable Load Status's-  Decide which loads your customers can see in their portal by status with this option.  Here is how it works.
Scenario A: Let's say your customer uses their portal to submit new loads to you to truck and to track their loads as they move from pickup to delivery.  But when the load is finished delivery you want to "hide" the load from them as you process your invoicing.  Once the load is completed and invoiced you want thme to be able to see the load for future reference.  
Solution:  Selecting load statuses "Active" through "Delivered" and then also select "Completed", will provide them the visibilty needed while protecting the invoicing process from view.

Scenario B: You customers only use the portal to track their loads.  
Solution: Select the only the statuses "Dispatched" through "Delivered" for this functionality, providing your customers visiblity of their loads only when they are on the move.  



Under the customer tab. click on the customer you want to create a login for: 


Optimize your customer profile settings

In the customer profile, scroll down to the middle of the page.
1.  You will see the Sales Rep and Dispatcher field.  Assign a default sales rep and dispatcher for your customer.  Assigning a default sales rep and dispatcher for your customer will cause the sales rep and dispatcher select to be given to any loads created by your customer automatically.   You can skip the option if you want, but you will need to manually assign a dispatcher and sales rep for any load your customer creates. 
2.  Next, you will see the Payer Option (underline in Red here).  Make sure the Payer is set to True. 
Click Save.

Activate your customers profile

1. Go to the "Portal" tab and assign a unique login name and password to activate your customer's portal.  
2. You can also choose to customize when a load will be visible in their portal.  Click Save.  
3.  Email your customer their new portal invite.  Make sure to include:
  1. Your Company Code 
  2. Their Login Name
  3. Their Password
  4. The Customer Portal Link
If you want to change your company code. Contact Load Manager support team at support@loadmanager.com We are happy to assist you. 


Accessing the Customer Portal

The Customer Login Link (here highlighted in yellow) will take you to the Customer Portal log-in page. 

Your Customer will need 4 pieces of information to log in:
  1.  Their Customer Portal link
  2. Your company code
  3. Their customer login name,
  4. Their customer password
(Hint:  Click on the email doc to email your customer directly from your Load Manager Platform.)


Here is what the Customer Portal login screen your customer uses looks like: 


Using the Customer Portal - When log on to the customer portal you (and your customer) can: 
  1.  Create new loads
  2.  Edit your current loads that are in EDI status
  3.  Review your current and past loads
  4.  View route maps and certain GPS location information for each load
Create a New Load -there are three ways you create a load
     1. Copy a current load by clicking any load in the load queue to open it
Click Copy Load
Choose How Many Loads You want.
Click on the newly created load modify it and click Save

      2. Use a template to create a new load. 
Choose from one of the templates created for you. Click on it to open it.
Click Copy Load
Choose How Many Loads You want.
Click on the newly created load modify it and click Save

      3. Create a new load from scratch 
Click Add Load. A new load screen will appear. 
Fill on the Load form with the information you have for that load.  No field is required, and any field can be skipped or left blank.  When you are done, click save. 

Any New Loads created in the Customer Portal shows in your normal TMS platform as a new load with an EDI status (Electronic Data Interchange).  



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