TMS
The transport add-on: orders, operations, pallets, money, the fleet and your people.
Start here
- 01TMS overviewGetting in, the TMS rail and its counts, search and commands, work tabs, Transport today, and a map of the TMS pages.
- 02TMS orders and quotesHow an order runs from the request to the money, the statuses, who can do what, and a guide to the orders pages.
- 03Pallets overviewHow pallet exchange works in Quanty: entries, pallet types, surplus and shortage, planned and confirmed entries, and a tour of the Pallets page.
Start
12 pages- TMS overviewGetting in, the TMS rail and its counts, search and commands, work tabs, Transport today, and a map of the TMS pages.
- My workThe TMS home page: the ask box, the board of your job with its numbers and charts, To do, My vehicles and In the background.
- IssuesWhat Quanty found that a person should look at: how issues are raised, the filters, every kind of issue, resolving and dismissing.
- Who can do whatViewer, member and admin in the TMS, the steps only admins take, TMS modules and view only.
- TMS settingsEvery pane: company and numbering, documents, dunning, credit, absences, diets, road cards, own cost, connections, API, dictionaries, tables and sample data.
- Automatic actionsWhat the TMS does by itself: each action as When and Then, its modes and defaults, and the reminder drafts a person approves.
- TMS reportsTurnover, margin, fleet and compliance reports: the filters, incomplete orders, Pivot, export and asking Quanty.
- TMS in chatWhere to ask, what the assistant sees of your page, what it finds and never shows, and what keeps it safe.
- Changes through chatWhat the assistant does at once, what waits for your approval card, and what always stays a person's step.
- TMS next to your existing systemWorking next to Marcos TMS: the connection card, what is copied and how often, origin marks, the parallel run and Quanty working alone.
- Differences with Marcos TMSKeep the Quanty value or take the one from Marcos TMS, records deleted there, freight from an invoice and what needs a correction by hand.
- Bringing your data in from filesOrders, contractors, the pallet calendar, absences, equipment and fuel from files: formats, limits and duplicate rules.
Orders
9 pages- TMS orders and quotesHow an order runs from the request to the money, the statuses, who can do what, and a guide to the orders pages.
- Quotes and lanesPrice a request with a suggestion from distance, own cost and lane history, send the quote, turn a won quote into an order, and read the lanes.
- Creating an orderThe four ways to start an order, the form field by field, the checks before confirming, reading an order with AI and order templates.
- Importing orders from a fileMany orders from Excel, ODS, CSV or a Marco TMS report: the preview, columns, new registers, status choice and duplicates.
- Orders from e-mailClients e-mail orders and Quanty reads each into a draft: the setup, known senders, the daily limit, the Inbox and the draft banner.
- Order price, terms and marginFreight and currency, the NBP rate, payment term, skonto and toll, No invoice, carrier cost, contract rates, own-fleet cost and margin.
- The orders listList, Board and Calendar, tabs, filters and date types, your column layout, the side panel, selection, saved views, Excel and printing.
- The order cardThe next step, statuses, the tabs, corrections, claims, notes and reminders, kilometres, cancelling, duplicating and the set check.
- Order printoutsThe order for the carrier, the confirmation for the client and the CMR draft: what each holds, languages and saving the PDF.
Operations
14 pages- TMS operationsWhat happens after confirming: planning, sending, tracking, documents and links, who does what, and the settings that shape it.
- PlannerOrders, workshop and absences by tractor: day, week and two weeks, assigning by dragging, conflicts, Free now and the map.
- Sending orders to drivers and carriersThe order to the driver by WhatsApp or SMS and its thread, the e-mail to the carrier with the PDF and link, checks, confirmations and declines.
- Tracking and the vehicle boardOrders on the road with position, ETA and delay, the order on the map, links from tracking, and every tractor live on the vehicle board.
- Documents and scansRequired documents and the deadline, Documents to collect with reminders, Scans to assign, and the documents of one order.
- TMS links for clients, carriers and driversThe four links outsiders open without an account: what each shows, how long it works, making, extending and revoking, and when it stops.
- The carrier's pageWhat the carrier does on its link: confirm or decline, actual times, documents, the invoice and messages, and how long it works.
- Pages for the clientThe tracking page of one order and the client's page with orders, documents and invoices: making, e-mailing and what the client sees.
- The driver's pageThe driver's phone page: his orders and stops, I am here and I am leaving, document photos and expenses, the link and its QR code.
- Telematics (GPS)How telematics works in Quanty: the providers, where positions show, who can see them, and drivers' working times.
- Connecting telematicsThe providers and what each asks for, the connection wizard, the connection row, rotating a token and the errors.
- Your own system (API)Send positions from your own system: the connection, the API key, the request, limits, vehicle matching and the answers.
- Positions and the fleet mapThe fleet map, a vehicle and its route, assigning company cars, the Vehicles table, position history and who sees what.
- Telematics in the TMSLinking the fleet, stops from GPS, ETAs, real kilometres, road cards, the vehicle board and drivers' working times.
Pallets
7 pages- Pallets overviewHow pallet exchange works in Quanty: entries, pallet types, surplus and shortage, planned and confirmed entries, and a tour of the Pallets page.
- Pallet calendarThe calendar by truck and day, its views, filters, colours and what every cell means.
- Adding pallet entriesAdd entries by hand, type or paste many at once, log a phone call, add a receipt from disk, import your old calendar or create entries from TMS orders.
- Pallet receipts from driversReceipts drivers send on WhatsApp or by e-mail: how Quanty knows the driver, reads the receipt, matches it to the calendar, and who confirms it.
- To check and To doConfirm, correct or reject drivers' messages, sort out discrepancies, chase missing receipts and act on suggestions.
- Pallet balancesBalances of every truck and partner on any day, the history behind each balance, opening stock, settling with a partner, comparing with your own sheet and exporting.
- Pallet settings and testsThe Automatic settings: each step a driver's message goes through and its switch, replies to drivers, test messages and removing test data.
Money
17 pages- TMS clients and carriersThe contractor card: VIES, bank accounts, invoicing terms and the NBP table, reminders, contract rates, documents, credit limits, blocks and archiving.
- The contractor cardEvery tab of a client or carrier card: data, VIES, account managers, contacts and personal data, orders, money, documents, contract rates and places.
- Invoicing termsHow a client is invoiced: the payment term and its due date, skonto, the NBP rate and table, the invoice language, how invoices are sent, remarks, automatic drafts, reminders and terms read from notes.
- Credit limits and blocksThe Limit and verification tab: what a client owes against its limit, rules and templates, permissions to go over, verification, bank accounts and the VAT white list, insurance, blocks and one-off unblocks.
- TMS invoices and receivablesInvoices from orders, sending by e-mail and post, KSeF and its XML file, corrections, dunning, factoring, remittance advice and the accounting export.
- InvoicesInvoices from delivered orders and without an order: the Invoices page, drafts, issuing, numbering, the payment term, foreign currency and the NBP rate, printouts, cancelling and old drafts.
- Sending invoices and KSeFSend invoices by e-mail one by one or many at once, record originals sent by post, put invoices into KSeF where a person sends them, and check and download the FA(3) XML file for invoices that go to KSeF by hand.
- CorrectionsChange an issued invoice with a correction: the dialog, the state after earlier corrections, the difference, numbering, the correspondence address, KSeF and its XML file, and when to cancel instead.
- ReceivablesWhat clients owe you: open and overdue invoices by age, by client and as payments in, recording a payment over several invoices, deductions, factoring payments and remittance advice.
- DunningPayment reminders by e-mail or WhatsApp: the reminder steps, the send hour, AI or your own texts, approving drafts, payment promises, pausing, handing an invoice to a collection agency, reminders that did not go out and interest notes.
- Factoring and insuranceFactored clients and invoices, handing invoices to the factor, recording advances, rests and recourses, loading the factor's statement, the factor that collects from your clients, and insured invoices.
- Accounting exportThe sales VAT register and the register of carriers' cost invoices for your accountant as Excel or CSV, marking documents as exported, the history of exports, JPK_FA, the settings and the accountant's access.
- TMS carrier costs and paymentsCarrier invoices from KSeF and from the carrier's link, checks and splits, payments in parts, payment batches, letters to carriers, set-off, the bank and the cash desk.
- The cost cardOne carrier invoice on its card: the facts, the matched order and the difference, approving, disputing and rejecting, invoices for several orders, splitting to vehicles, files, the KSeF invoice, messages with the carrier and who did what.
- Paying carriersPaying approved costs: payments in parts, promises and letters to the carrier, transfer batches and the Elixir bank file, acceptance by a second person, the VAT white list and set-off.
- Bank statementsImport a statement from your bank, let Quanty suggest which invoices and costs each transfer pays, book suggestions or match by hand, skip what is not yours, and automatic booking of sure matches.
- Cash deskCash desks in each currency, KP and KW slips, advances for drivers and their return, invoices paid in cash, reversals, printing slips and reading receipts.
Fleet and people
19 pages- TMS fleet and workshopVehicles and sets, road cards and the VAT mileage log, groups and guardians, tyres, damages, fuel, equipment and handover, the workshop and the parts store.
- Sets and switchingWho drives which tractor with which trailer: the Sets view, switching, the set history and corrections, proposals from orders and the driver card, and undoing.
- The vehicle cardEvery tab of a vehicle: the overview, health and defect reports, documents and policies with the AI date reader, deadlines, service and costs, and the history.
- Road cards and the VAT mileage logThe road card of a truck from GPS, orders and fuel: its period, statuses, correcting, closing, reopening and printing; and the mileage log of a car or van.
- TyresThe tyre register: receiving, mounting, moving, tread checks, retreading, complaints and scrap, the tread threshold and the cost per km.
- Damages and warrantiesReporting a damage or an accident, reading the statement with AI, the insurer, the repair and the driver at fault, and warranties on parts, tyres and repairs.
- FuelFuel card files, how each fill finds its vehicle, consumption against the norm, fuel norms, unusual fills and their thresholds, supplier invoices and the environmental fee.
- Equipment and handoverPhones, cards and tools with numbered handover protocols and signatures, importing from Marcos, and the handover protocol of a vehicle.
- The workshopService orders and their statuses, labour and the timer, parts, settling and the customer invoice, My day for mechanics, fleet costs and the cost summary.
- The parts storeStock items, receiving from invoices, one issue for several vehicles and jobs, returns, stocktakes, documents and protocols, prices and materials used.
- TMS people, trips and working timePeople and their documents, absences, trips and diets, bonuses and deductions, the scorecard, posting declarations, tachograph files and personal data.
- The person cardEvery tab of a driver or employee: the overview, documents and deadlines with the AI date reader, private documents, equipment, orders and the set history.
- AbsencesAbsence codes, counting working days, calendar days and hours, corrections, the leave balance, the calendar, the month summary, company days off and reading absences from Marcos.
- Trips and dietsHow trips are built from border crossings and orders, the trip day by day with meals and nights, approving, advances and receipts, sending the settlement and the diet settings.
- Driver payThe monthly settlement of drivers, the NBP rate and payout, approving and paying out, advance returns at the cash desk, bonuses and deductions with their basis, and their settings.
- The driver scorecardFuel against the norm, damages and documents on time month by month, and the AI summary for a talk with the driver.
- Posting declarationsCabotage and cross-trade by driver and country, the state of each declaration, preparing them, filing in the IMI portal, the number, the PDF and the IMI company data.
- Cabotage, return to base and tachograph filesThe mobility package on the vehicle and the driver: cabotage, the operating centre and the return to base, the return home, tachograph downloads, DDD files and the working time from telematics.
- Personal dataWho sees private documents, downloading everything about a person, anonymising, what is erased, what stays, what is refused and what can no longer come back.