Document types #
ACCUR8 TMS allows you to use multiple options for creating, editing, printing, sharing, etc., different documents. To create a new document, click the “Send documents” button at the top right of the load details page and select the document type you need. When it comes to editing, viewing, printing, and other document-related tasks, all these options can be easily accessed under the Documents tab within the load details page.
Below is an explanation of the existing document types in the TMS:
Internal Load Sheet #
The system allows you to view, print, and send an Internal Load Sheet for a given load. When you access the load details page, you can generate a PDF version of the load’s information by clicking the “Send documents” button and selecting the Load sheets option. This document is intended only for internal use and ensures that all relevant load information is accurately captured and easily shared.
Transport Agreement/Manifest/Customer Agreement #
This shipping contract between a shipper and a carrier defines the terms of cargo transport, including responsibilities, shipment handling, and payment terms. It is intended for the customer and can be sent regardless of the load status. The document includes a signature field and a confirmation link, ensuring streamlined communication and authorization. You can view, print, and send a Transport Agreement/Manifest/Customer Agreement directly from the load details page.
Rate Confirmation/Driver Dispatch Confirmation #
These documents are intended for the driver or carrier and contain all relevant load information, such as the negotiated payment to the driver or carrier. Each document includes a signature field and a confirmation link. Please remember that these documents are available when loads are in the “Ready” status.
Bill of Lading #
This type of document includes a list of all commodities and provides detailed information regarding the goods loaded at the pickup location and those unloaded at the delivery point. It is intended for the shipper and, subsequently, the consignee. Please remember that this document is available for loads in the “Ready” status.
The Bill of Lading must be signed at these key stages:
-at the pickup point, by both the shipper and the driver
-at the delivery point, by the consignee
Once the document is signed, it serves as proof of delivery.
Note: If your route has multiple stops, you’ll need a separate Bill of Lading for each set of pickups and deliveries. Please note that you must add a commodity to your load before the Bill of Lading document option becomes available.
Blind Ship and Show Charge options for the Bill of Lading document #
The ACCUR8 TMS system provides a “Blind Ship” option that allows you to hide the identity and address of the shipper or consignee (or both) on the Bill of Lading document. To activate this feature, simply select the “Blind Ship” option.
If you want to include payment information on the document, select the “Show Charges” option. When enabled, payment details will be clearly displayed in the upper-right corner of the BOL document. If not selected, that section will remain blank, keeping the financial information hidden.