Utilizing Helix TMS for Sales/Brokers (Adding Contracted Lines)
Utilizing Helix TMS for Sales/Brokers (Adding Contracted Lines):
Access TMS Contracted Lines:
- Open the main menu and select "TMS Contracted Lines."
- Open the main menu and select "TMS Contracted Lines."
Create Contracted Line:
- Click on the "Create" button to initiate a new contracted line.
- Click on the "Create" button to initiate a new contracted line.
Fill in General Information:
- Enter essential details in the corresponding fields:
- Agent
- Customer
- Start and End Dates
- Pickup (PU) and Delivery Locations
- Average Load
- Sale Fee Percentage
- Freight Volume
- Total Required Dropped Trailer
- Onsite Trailer Number
- Total Trailer Cost (automatically calculated)
- Enter essential details in the corresponding fields:
Deductions Section:
- Specify various deductions:
- Sale Fee (auto-filled)
- Trailer Cost Per Load (auto-filled after clicking Calculate Miles)
- Owners Charge
- Business Development Fee
- Specify various deductions:
Additional Information:
- The final look and additional info sections are automatically generated.
- The final look and additional info sections are automatically generated.
Location Lines:
- In this section, you can add pickup, delivery, or multiple delivery locations.
- In this section, you can add pickup, delivery, or multiple delivery locations.
Calculate Miles:
- Click the "Calculate Miles" button to determine the total mileage and associated costs.
- Click the "Calculate Miles" button to determine the total mileage and associated costs.
This process allows Sales/Brokers to efficiently add contracted lines in the Helix TMS, ensuring accurate tracking and management of sales-related information.