LTL Software Package Features

  • Freight Billing and Rating
  • Daily Reporting
  • Revenue Accounting
  • Equipment
  • O S & D / Claims
  • Master File Maintenance
  • Operations
  • A/R
  • A/P Including Interlines
  • General Ledger
  • Payroll
  • Driver Settlements
  • Sales
  • Document Imaging
  • Web/Internet
Automated Freight Billing and Rating
  • With automated rating and billing you can significantly improve the efficiency and accuracy of your rating. Multiple price levels are handled automatically with the designation of up to an 8-digit rate level in the customer tariff master file. This allows for a unique tariff for each customer if necessary.
  • Customize and maintain an unlimited number of your own rate tariffs in addition to:
    • Distance tables
    • Surcharges
    • Minimum charges
    • Flat charges
    • Accessorial charges
    • Fuel Surcharges
    • Customer specific discounts
    • Rate by hundred weight, pieces, pallet, cube, etc.
    • Recognize deficit weights
    • Issue and retain rate quotes
    • Calculate D83 splits on interline shipments
  • The rating and billing program can be set up to account for up to five interline-agent revenue splits.
  • The differentiation between intrastate and interstate shipments can be set up either globally or by customer via the tariff master files.
  • The program allows for Master billing including drop off charges and part lots.
  • Commonly used descriptions of commodities can be pre-built and used by the billers to eliminate redundant entries. This is especially helpful when billing lengthy hazardous bills.
  • We offer full EDI (Electronic Data Interchange) capabilities including the ability to send and/or receive bills of lading, invoices and shipment status data sets.
  • Display freight bills on-line at any time.
  • Integration to SMC3 Rateware XL
  • Reprint all documents:
    • Delivery receipts (with bar codes)
    • Delivery manifests and line manifests
    • Freight bills (with bar codes)
    • Statements
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Flexible Daily Reports
  • TransFormation offers flexible reporting in many areas to assist in managing your daily operations. Just a few of those areas are:
    • Undelivered
    • Undispatched
    • OS&D
    • Deadhead
    • Unrated
    • Revenue
    • On time service
    • Customer service
    • Biller Productivity
    • New Customers
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Daily Revenue Accounting
  • The closing menu provides a structured path to the daily process of closing and accounting for freight bills. The procedure allows for detailed reporting and auditing of daily revenue. The closing is totally automated, so invoices print for all freight bills closed on any given day and accounts receivable is updated. This automation allows for daily volume and revenue tracking keeping Operations informed of relevant information in a timely manner. Invoice printingprocesses are optimized to reduce labor and postage costs. Email Invoicing is available to eliminate many of the costs associated with paper invoicing.
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Equipment
  • The equipment program allows the ability to track your equipment by location, mileage, services performed or services due. Once a unit is updated with services performed, it also updates the next service due.
  • Display on-line status of equipment location, dispatch, services performed or due, fuel/miles, hours, drivers, etc..
  • The equipment maintenance programs allow you to:
    • Define equipment types
    • Define service types
    • Report onservices performed or services due by various criteria
    • Set up reminders for various types of maintenance due
    • Display equipment service history
    • Track fuel/oil and miles
    • Track VIN & license numbers
    • Along with a variety of other flexible programs
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OS&D / Claims
  • TransFormation offers a complete program for managing your OS&D and cargo claims.
  • Current status is accessible from freight bill inquiry as well as the Claims program.
  • Set up accounts payable through the Claims program.
  • We also offer a variety of flexible reporting.
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Master File Maintenance
  • Software Maintenance allows TransFormation to be maintained by the users. Soft coding allows the customer to operate their system without continually relying on a programmer every time something changes.
  • Maintain company files, customer and employee files, freight files and rate files along with a variety of other programs.
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Operations
  • The Operations program offers all of the components needed to complete your daily operational tasks including automated routing and manifesting.
  • Create and print delivery manifests and line manifests.
  • Print delivery receipts.
  • The Freight Pickup program enables you to schedule automatic pickups for specific customers. The Pickup program also allows shippers to call any location in your system to request a pickup. Once the pickup request is entered in the system, the appropriate dispatcher is automatically notified, through the messaging system, to check his unassigned pickups for details. We also have the software to handle on-line pickup requests via the Internet.
  • The dispatch program allows access to all real time load information. Important customer information such as credit status, special handling requirements and dock hours can be accessed prior to committing to a pickup, allowing complete control of load planning. Load information can also be displayed by driver, route or location enabling all users to have timely information for customers.
  • The Appointment Management program allows for interactive appointment scheduling.
  • Tracing shipments is specifically designed to allow the ultimate in flexibility. Customer service is the principle behind the development of the tracing program. TransFormation offers access to all relevant shipment information through inquiry. Some of the tracing features are by:
    • Freight Bill number
    • Shippers number
    • Purchase Order number
    • Customer Name
    • Customer Number
    • Shipment Date
    • Zip Code
    • Telephone Number
    • Street Address
    • City
  • The Tracing programs provide the customer representative with the flexibility needed for both parties to realize substantial benefit from the prompt availability of information.
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Accounts Receivable
  • Accounts receivable is a primary concern of any company. TGIF software was designed for the needs of motor carriers and is continually upgraded for improvement.
  • We offer flexible cash entry with the ability to print deposit slips. Cash receipts may be entered by:
    • Customer name
    • Customer number
    • Pro number
    • Interline pro number
    • Bill of lading number
    • Purchase order number
    • Statement number
  • On-line freight bills can be accessed utilizing various search modes.
  • Inquiry by pro number provides delivery and OS&D information, including delivery date and signature so you can give instant verbal proof of deliveries.
  • Inquiry by customer provides current information on account balances and can be accessed in various ways including the customers telephone number.
  • On-line open A/R summary aging by customer or dollar amount, with the ability to display invoice detail, provides expedience on collection efforts.
  • Set up call back dates for collection purposes.
  • Print statements and past due notices on demand.
  • Email Invoices and statements on demand.
  • Statements and Invoices available on the Web.
  • Payment by credit card available on the Web.
  • Various types of inquiry and account aging are all part of the A/R system.
  • As with all components A/R is completely integrated with G/L
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Accounts Payable
  • The Accounts Payable program handles everything from entry and aging of invoices, with automatic check writing to full management reporting.
  • Payments can be handled on an individual basis or pre-scheduled by date.
  • This program allows the ability to handle Interlines Payable as a separate function from the regular payables.
  • On-line history and on-line invoice inquiry are accessible by:
    • Invoice number
    • Voucher number
    • Check number
    • Vendor number
    • Bank code
    • Date range
    • Open or paid
  • An on-line Open A/P Summary aging allows a quick view of the payables by customer or dollar amount with access to invoice detail.
  • The A/P system is totally integrated to interlines payable, claims, driver settlements and the general ledger, including automatic accrual of journal entries.
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General Ledger
  • The General Ledger system ties the other systems together to provide timely, accurate financial information to help you manage your business.
  • Features include:
    • Accounts payable and payroll accrual on demand.
    • The ability to make either general or accrual (reverse next month) journal entries.
    • Automatic reversal of prior accruals
    • Automatic tax and insurance expense calculations.
  • The chart of accounts numbering system is the ICC chart of accounts (xxxx.xx). In addition, there are provisions for terminal or branch designation (up to 9999) with separate terminal P & L statements available.
  • For control purposes entries to prior periods are not allowed.
  • The Asset Accounting System provides for tracking of all assets and allows for automatic depreciation/amortization journal entries to the general ledger.
  • Additional uses include:
    • Tracking of vehicle registration expiration.
    • Prepaid license
    • Insurance
    • Supplies
    • Taxes
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Payroll
  • The Payroll System was designed for the trucking industry and will handle both union and non-union payroll for hourly, mileage and line type payrolls.
  • All necessary information to automatically calculate payroll taxes and workers compensation expense is stored in the employee master file.
  • The Payroll System handles all special deductions including sec. 125 and 401k.
  • Quarterly and annual reports as well as W2's are produces.
  • Payroll also integrates Human Resources providing reports by user defined parameters.
  • Dates can be pre-coded for automated activation of deductions and wage changes.
  • Daily reports are available to show expenses by location and or job class.
  • Daily payroll input may be done at individual locations.
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Driver Settlements
  • The Driver Settlement program allows the ability to track settlements for shipments that are handled by contracted drivers or drivers who earn a percentage of the shipment payment including employee drivers.
  • This program is integrated into both the Billing and Accounts Payable systems, with no additional keying of information required.
  • Individual payment criteria can be set up in the driver's master file and deductions made automatically for unauthorized release of collect shipments.
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Sales
  • The Sales program is a separate menu designed specifically with the salesperson in mind. This menu is a consolidation of pertinent sales information allowing the salesperson to use one menu without fumbling through all the others.
  • Some of the options on this menu are:
    • Freight bill and tracing inquiry.
    • Rate quotes.
    • Customer service reports.
    • Sales analysis by customer, lane, salesman, terminal, etc.
    • On-time service reports.
    • Undelivered freight reports.
    • New customer lists.
    • Missing customer lists.
    • Customer aging reports.
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Document Imaging
  • TransFormation is designed to integrate with a third party image product that will allow users to:
    • Store, retrieve and administer unlimited amounts of text and imaged documents.
    • Email Documents from multiple applications and from the Web.
    • Scan documents in both individual and batch mode.
    • Print documents on demand.
    • Automatically provide documents as part of the invoicing process.
    • Automatic transfer of images to customers and interline carriers.
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Web/Internet
  • TransFormation includes a full range of interactive web tools which will make you competive with the large LTL carriers and give you the same tools they use to drive down customer service costs.Included with TransFormation are:
    • Web Rate Quotes with integration to the TGIF pickup system
    • Load Tender/Pickups via the Web
    • Bills of Lading
    • Shipment Tracing with Shipment statuses every step of the way.
    • Image retreival for POD's and Bills of Lading
    • Customer Service Reports downloadable to Excel.
    • Email Documents from from the Web.
    • Customer Accounts Receivable with PDF Statements and Invoices.
    • Credit Card Payment of Invoices via the Web.
    • Service area maps and Transit Times.
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