Maria Ilina

Charles Scannell

David Headley

Click here if you are a Carrier or are using the Carrier TMS 

Carrier TMS 

How to add legs to a job

How to change where you start and end your day

How to create a Large Contract

Daily Jobs - Tips and tricks

Tips and tricks for Bobby Bookings

Subcontractor / Job Forwarding

How to link manually created jobs, with corporate bookings if the bookings are delayed

How to link a job to a booking

How to move a job onto another job

Want to customise your filters on your daily job screen?

How to Customise the Filters on the Daily Jobs

For carriers dispatching corporate bookings or own jobs in the Daily Jobs screen (Classic)

Dispatching on the Classic Carrier TMS

How to create an order using the Dispatch Hub

How to Create an Order

Different ways to Create Legs for Dispatch Hub

How to Create Legs

This article shows an administrator how to configure settings for cancelled orders

Settings for Cancelled Orders

This article shows you how to cancel an order in Dispatch Hub

Cancelling an order in Dispatch Hub

This articles shows you how to charge for a cancelled order

Moving a Cancelled Order through pre-invoicing workflow

Dispatch Hub Cost Allocation: Rules, and API Mapping

Notes Fields in Carrier TMS

If you are using Dispatch Hub to schedule and dispatch work click here

Dispatching on Dispatch Hub in the Carrier TMS

How to handle an integration ID error in the Order Import Robot

Integration ID Error

Click here if you are a US Dairy Carrier 

US Diary Carrier TMS

Accepting consignments (General Freight)

This user guide covers how to dispatch on the M2X general freight platform

Create a consignment or manifest (General Freight)

Pricing/ Rating (General Freight)

Subcontracting in General Freight

How to mark a leg or consignment delivered as an admin - General Freight

If you are using M2X General Freight Carrier TMS to schedule and dispatch work click here

Dispatching using General Freight in the Carrier TMS

This user guide covers how to move a consignment from a booked state to an invoiced state.

Invoicing workflow

This article outlines how to switch between the two available revenue strategies when pricing your consignments

Switching revenue strategies at pricing

Issue downloading an invoice

Tom Parker

Accounts

How to pair a smart phone/tablet to a truck

Pairing your driver's device

This user guide covers how to create and manage rate cards within M2X.

Rate cards

This article will show you how to bulk replace your rate cards, for example when a general rate increase (GRI) is required

Bulk replace rate cards - GRI

This guide will show you some troubleshooting steps to try when your consignments can't rate

No rate card hit - troubleshooting guide

While dispatching in the system, the user can dispatch to one-off locations or easily save new locations on the database.

Create a Location/ One-off Location (General Freight)

How to create dispatch regions in the M2X platform.

Creating Dispatch Regions

How to integrate Xero with your M2X platform

Xero Set Up

Administration, setup and miscellaneous functions

Admin (All Carrier TMS modes)

A guide to the functionalities and use of the mobile app

Using the Driver Mobile App

Guidance on how to use the Driver Mobile App

Driver Mobile App

This document covers how to setup a customer portal from the Carrier TMS

Customer portal set up

Guidance on how to set up a customer with the customer portal from your Carrier TMS

Setting up a Customer Portal

www.m2xgroup.com

Website

Find answers and get help from Intercom Support and Community Experts

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