Thank you for choosing 10 Speed! We know that setting up TMS can be overwhelming, however in this article we will give you step by step instructions on what is important to set up before beginning with your operations and provide clarity on what comes next.
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In need for assistance
If there are questions that arises when setting up the TMS, or there are general questions about the TMS you can check our help center articles or write us. The steps on how to proceed with the requests can be found here.
Integral to set up
To start the TMS setup, we've outlined essential steps in the instructional video below, offering a convenient overview of the process. For additional guidance and a deeper dive into specific topics, check out the articles provided below.
[1/15] Setting up Customers
Set up customer configuration:
After logging into the TMS, the next step is setting up customer configurations, which involves entering crucial information like default and maximum customer credit limits, and configuring the default sales representative percentage. How to set up customers can be found here;
How to set up customer credit limit and configure the default sales representative percentage can be found here;
[2/15] Setting up Users
Set up users in the TMS:
Setting up users allows the company users to access the TMS and use it for everyday operations according to their role. The steps how to set up users can be found here.
[3/15] Setting up Companies
Set up companies in the TMS:
Setting up companies allows the TMS users to manage the orders in a more effective way. It is especially valuable for companies that have multiple company assets and want to operate under all of them. The steps how to set up companies can be found here.
[4/15] Setting up Drivers
Set up drivers in the TMS:
Creating and setting up driver assets is necessary in order to run logistic operations in the TMS. To set up drivers follow steps in this article.
[5/15] Setting up Terminals
Set up terminals in the TMS:
Terminal is a place where the fleet and the back-office are located. The steps on how to set up terminals can be found here.
[6/15] Setting up Owners
Set up owners:
Owner - an individual that owns and operates a commercial truck or a fleet of trucks. Owners usually receive the agreed percentage from the order revenue. If your company has owner operators, an article about setting it up can be found here.
[7/15] Setting up Trailers
Set up trailers :
A trailer asset contains specific information about a particular trailer. Once created, these assets offer a visual representation of the physical trailer, showing details like its current location, past and present delivery orders. The steps on how to set up trailers can be found here.
[8/15] Setting up Trucks
Set up trucks
A truck asset contains specific information about a particular truck. Once created, these assets offer a visual representation of the physical truck, showing details like its current location, past and present delivery orders. The steps on how to set up trucks can be found here.
Continuing the set up
The second part of the initial setup focuses mostly on the system settings. The video explains how to setup some features to make the TMS more effective, for more in depth information we would encourage to read the articles below.
[9/15] Setting up Divisions
Set up divisions:
Setting up divisions is essential because it allows companies to tailor their services to specific customer needs. It ensures efficient and specialized operations within different segments of the business. The steps on how to start setting up divisions can be found here;
[10/15] Setting up Company logo
Set up company logo:
Companies can add their own logos to personalize the TMS. The steps on how to set up company logo can be found here.
[11/15] Setting up Payroll schedule
Set up payroll schedule:
Different companies have different payroll schedules. The steps on how to set up the payroll schedule can be found here.
[12/15] Setting up Time zones
Set up time zones used in the TMS:
Setting up time zones is important because it helps keep time-related information consistent, especially when delivering orders as drivers might be in different time zones. This prevents mix-ups and makes scheduling and managing tasks easier, which is helpful for everyone using the system. The steps on how to set up time zones can be found here.
[13/15] Setting up group permissions
Set up group permissions:
Setting up group permissions is necessary to ensure that individuals within your organization have the appropriate access and control over specific features and functions in the 10 Speed TMS. The steps on how to set up group permissions can be found here.
[14/15]Setting up notifications
Set up notifications:
Configuring notifications ensures that important and time-sensitive information can be promptly and efficiently managed without the risk of it getting overlooked. The steps on how to set up notifications can be found here.
[15/15] Setting up Reference types
Set up reference types:
The steps on how to set up reference types can be found here.
Integrations setup
10 Speed TMS offers a wide range of integrations to streamline and enhance trucking management. The video demonstrates how users can efficiently manage these integrations and seamlessly integrate them into the TMS. For further insights and detailed instructions, access additional information in the articles provided below.
[1/7] Bestpass integration
Set up Bestpass integration:
The Bestpass integration makes the seamless management of tolls within 10 Speed. This integration ensures a continuous and automated import of toll-related data. The steps on how to set up the Bestpass integration can be found here.
[2/7] EFS integration
Set up EFS integration:
Integrating EFS to 10 Speed TMS allows seamless financial transactions, payment processing, and financial management, often providing more convenient and efficient ways to handle financial tasks related to fuel, tolls, and other expenses. The steps on how to set up EFS integration can be found here.
[3/7] Google maps integration
Set up Google maps integration:
Integrating Google maps into the TMS, allows address suggestions. The steps on how to set up Google maps integration can be found here.
[4/7] Intelek integration
Set up Intelek integration:
Integrating Intelek into the TMS allows the exchange of order information through Electronic Data Interchange (EDI). This can ensure more seamless and faster workflow when creating orders. The steps on how to set up Intelek integration can be found here.
[5/7] PC*MILER
Set up PC*MILER integration:
By integrating PC*MILER mapping software, advanced routing, mileage calculations, and location services can be provided. The steps on how to set up PC*MILER integration can be found here.
[6/7] Quickbooks
Set up Quickbooks integration:
Integration with QuickBooks streamlines the management of expenses. The steps on how to set up Quickbooks integration can be found here.
[7/7] Samsara
Set up Samsara integration:
Integration with Samsara brings enhanced capabilities for tracking truck or trailer locations and calculating salaries based on Hours of Service (HOS). This feature ensures accurate and efficient management of the fleet. The steps on how to add the integration can be found here.
There are certain requirements for API token accessibility - settings can be found here.
Optional setup
While steps on setting up previous areas are important, to start using the TMS in this part we will focus on optional setup. These steps can be done later when the initial phase of the setting up is made.
[1/8] Area setup
Setting up areas:
Setting up areas allows to segment and categorize various elements, such as routes, regions, or specific operational areas, making it easier to assign and track tasks. The steps on how to set up areas can be found here.
[2/8] Cargo types setup
Setting up commodities:
Setting up commodities is helpful during the order creation stage - there the type of goods can be specified. The steps on how to set up custom commodities can be found here.
[3/8] Imaging setup
Setting up imaging:
It is important to have a structured way to store image files into appropriate folders. We have a feature that allows users to create folders inside every asset and set the required image document types that should go inside the folder. The steps on how to proceed can be found here.
[4/8] Notes setup
Setting up notes:
By setting up notes, the company user can categorize the notes and and them into a specific folder. Notes can be added in almost every asset, driver notes, order notes, etc. can be added if needed. The steps on how to setup notes can be found here.
[5/8] SMS Setup
Setting up SMS:
By having SMS set up, the drivers will receive an automatic safety SMS message. This is done to ensure that drivers have valid driver's license and other safety documents. The steps on how to setup notes can be found here.
[6/8] Two-factor authentication setup
Setting up Two-factor authentication:
Two-factor authentication is a security feature in 10 Speed TMS that makes sure that user identity is confirmed using two different methods before letting the user access the account. The steps on how to setup 2FA can be found here.
[7/8] Extra fields customization
Setting up extra fields:
By setting up extra fields, users can customize the TMS experience. Extra fields can add extra information for the management of orders, customers etc. The steps on how to set up the extra fields can be found here.
[8/8] Editing invoice information
Setting up invoice information:
Setting up invoice information ensures compliance with legal requirements, provides clarity in customer communication, and allows for flexibility in adapting to individual customer needs. The steps on how to set up invoice information can be found here.