Chapter 1

Introduction

1.1 What the portal does#

The IBS TMS client portal is a secure website where you deal with your transport provider online. In this guide, “your transport provider” means the haulage company that gave you your portal login.

In the portal you can:

• Ask for a truck to move your cargo, by sending a transport request
• See the price your transport provider quotes, and accept or reject it
• Follow each trip from loading to delivery, with the truck’s number plate and the driver’s phone number
• See your invoices, the payments recorded against them and what is still owed, and download each invoice as a PDF
• See proforma invoices (priced documents you can approve before the work is done) and download them
• Keep your contact details and password up to date

1.2 Who this guide is for#

This guide is for the people at your company who use the portal: whoever books transport, follows deliveries or pays invoices. You don’t need any technical knowledge. If you can use a website, you can use the portal.

1.3 How this guide is organized#

Chapter 2 gets you started: signing in, finding your way around, and the Dashboard. The chapters after it follow a job from start to finish: Chapter 3 covers requests and quotes, Chapter 4 trips, Chapter 5 invoices and payments, and Chapter 6 proforma invoices. Chapter 7 covers your profile and password. Appendix A answers common questions.

1.4 Conventions used in this guide#

• Names in quotes, e.g. “Submit Request”, refer to an exact button, field or menu label in the portal.
• Numbered steps are things you do, in order, on screen.
• A shaded “Note” box calls out something useful to know.
• A shaded “Caution” box calls out something that can’t be undone in the portal.
• Numbers such as REQ-2026-0001 are examples. Yours will have their own numbers.