TMS overview

TMS (transport management) is the part of Quanty for haulage and forwarding companies: quotes, orders, carriers, your own fleet, drivers, pallets, invoices, carrier costs and payments, in one flow and without retyping. It works next to the spreadsheets, chat and files you already know, and its data can also be opened as ordinary Quanty tables. This page explains how to get around; each part has its own pages, listed at the end.

Before you start

• TMS is a paid add-on on top of your plan. It applies to the whole organization, never to one project or one person, and the Quanty team switches it on for you: ask Quanty when you want it. An organization without the add-on sees no TMS row, and a TMS link shows TMS: all of your transport in one place with Ask about TMS ("The Quanty team switches the add-on on for the whole organization.").
• Everyone in the organization can open the TMS. What each person may change follows their role and their TMS modules, see Who can do what.
• When the organization's plan is unpaid, the TMS is View only: "TMS can only be viewed right now. Nothing is lost."

Getting in

Once the add-on is on, Quanty's sidebar has a TMS row: "Orders, fleet, pallets and billing in one place". It opens the work tab you used last, or My work the first time.

Inside TMS the left panel becomes the TMS rail. The switch at its top takes you between Quanty ("Spreadsheets, chat and files") and TMS ("Transport and forwarding"). Files, Chat and Calendar keep the space you came from, so opening Files from the TMS rail keeps the rail on the left.

• Three rows are shorter than the page they open: Vehicles opens Vehicles and sets, Costs opens Carrier costs and Bank opens Bank and payments.
• Chat opens the chat with your team and Quanty AI, Calendar your events (see Calendar). At the foot sit Files and TMS settings.
• Section labels fold and unfold ("Sales: show or hide"), and the rail remembers that in your browser. A folded section still shows the page you are on.

The counts in the rail

Search and commands

Search (Cmd+K or Ctrl+K), at the top of the rail, is Search and commands: "Search orders, contractors, vehicles or type a command".

• It finds orders, contractors, vehicles, drivers, invoices, carrier costs, quotes, places and service orders by number, plate, NIP or name, grouped by kind, with your Recent items first. "Try an order number, a plate, a NIP or a name."
• Actions: New order, New quote, Add contractor, Add vehicle, Add driver, Register a payment and Import an order from a file. Go to opens any TMS page.
• After you type, the last row is "Ask Quanty: …": it opens the chat with your question (see TMS in chat).
• The hints at the bottom name the keys to move, open, go to the next group and close.

The + button next to search is the Create menu: New order, Import an order from a file, then New quote, Add contractor, Add vehicle, Add driver and Register a payment.

Work tabs

Cmd+click or Ctrl+click on a TMS link opens it in a work tab, so an order, a vehicle and a list can stay open side by side above the page.

• Up to 12 tabs can be open. When you open one more, the least recently used tab that is not pinned closes: "Up to 12 tabs can be open at once. Pin a tab to keep it."
• A tab's menu has Pin tab, Duplicate tab, Close other tabs and Close tab. A tab marked Unsaved changes makes leaving the TMS ask Leave TMS? ("A work tab has changes that are not saved yet. If you leave TMS now, they are lost.") with Leave without saving or Stay.
• Keys: Alt+1 to Alt+8 open that tab (Alt+9 the last one), Ctrl+Alt+→ and Ctrl+Alt+← the next and previous tab, Alt+T a new tab, Alt+W closes the tab.
• My tab layout: Save current tabs as my layout, and the TMS opens them again each time you start ("These tabs will open each time you start working."). Open my layout and Delete my layout are next to it.
• People on this page shows who else has the page open, and a record says when someone else is editing it: "Magda is editing this order. Agree on who saves the changes."

Transport today on Home

On Quanty's own Home, an organization with the TMS also sees Transport today: Late orders, Issues to sort out, Pallet receipts to check, Waiting for documents, Ready to invoice, Quotes awaiting an answer, Carrier costs to explain and Payments to match, each a link, with Open TMS. With nothing waiting: "All up to date".

My work

My work is the TMS home page: "What waits for you today". The ask box sends a question to the assistant, Your day shows the numbers and charts of a job (Forwarder, Dispatcher, Accounting, Workshop or Manager), To do lists what waits for you, and My vehicles the orders on the vehicles you look after. See My work.

Issues

Issues is the queue of "What Quanty found that a person should look at": possible duplicates, missing plates or documents, a cost that differs from the agreed one, expiring papers, overdue payments and more. Quanty checks every 15 minutes and closes an issue when its problem is gone; a person resolves or dismisses the rest with a reason. See Issues.

Who can do what

TMS modules

An admin can limit what a member may change to some modules: Dispatch, Finance and Fleet. "They can still read everything. Modules limit saving changes only." Outside their modules a member reads, for example, "You do not have access to the Finance module. Ask an administrator." Every role, module and admin step is on Who can do what in the TMS.

TMS settings

TMS settings (at the foot of the rail) hold how the TMS numbers, reminds and checks, for the whole organization; only an admin changes them. The panes are Automatic actions, Company and numbering, Documents and costs, Dunning, Credit limits, Absences, Diets and trips, Road cards and bonuses, Own fleet cost, Connections, Orders from e-mail, API and webhooks, Dictionaries, Tables in Quanty and Sample data. See TMS settings, Dunning and Credit limits.

Automatic actions

What Quanty does by itself and when it waits for you, each as "when … then …": payment reminders and requests for documents (Approve first by default, or Automatic), booking bank transfers, costs from KSeF, route stops from GPS, e-mails to clients, long stops, delays and the 15-minute check. AI reads documents and writes drafts switches the AI parts of the TMS. See Automatic actions.

Dictionaries

Your own Requirements, Trailer types, Order kinds and Tags for the order form. Standard entries can be hidden, never deleted. See Dictionaries.

Own fleet cost

How the own cost of an own-fleet order is estimated: km × fleet cost (the default) or From components (fuel, driver hours, tolls and wear). See Own fleet cost.

Tables in Quanty

Create the tables makes a project "TMS data" with seven tables (orders, vehicles, drivers, contractors, invoices, carrier costs and pallets) and ready views, refreshed every few minutes, for your own views, AI columns and automations. See Tables in Quanty.

Reports

Reports covers "Turnover, margin, fleet and compliance, from the same orders and costs": turnover by day, branch, forwarder, client and carrier, order margin, fleet costs and profitability, driver and set profitability, border crossings, ADR, receivables, limits and exposure, the carbon footprint and more, each with Table and Pivot, Export and Ask Quanty about this report. See TMS reports.

Sample data

A fictional haulier with clients, carriers, fleet, drivers, orders, quotes, invoices, costs and a bank statement, to show the product. An admin loads and removes it on the TMS Demo page; removing it takes away every row it created, and your team's records stay. See Sample data.

The TMS pages

Related pages

• My work and Issues
• Who can do what in the TMS
• TMS settings and Automatic actions
• TMS in chat
• Fleet map and Map view