Transfix

Morgan Williams

Nina Zegelbone

Navigating Transfix's Platform for Shippers

Transfix Shipper App 

Quick Start / Introduction to the Shipper App

Entering your information to get started tendering shipments

Loading your Data into the Transfix Shipper App

A walk-through of the functions and how to use them

Introduction to the Features of the Transfix Shipper App

User Guides

How to clear this error message in your TMS.

"We're sorry! Something's gone wrong. Please refresh your browser and try again."

How to Edit an Existing Shipment

Can I change the status of a cancelled shipment?

How to Create a New User

Can't Add a New Facility While Creating a Shipment

Filtering by Overdimensional and Hot Shipments

Insights Overview and Facility Metrics

Downloading Shipment Data

Reporting of Shipment Data

Facility Insights: Viewing Your Shipment Analytics

Exception Management on the Shipper App Homepage

Custom Date Range on the Shipments Page

Sorting Shipments by Date and Clearing All Shipment Filters

Searching shipments by multiple equipment types

Enhanced Editing Ability for Admin Users

Upgraded Tracking Emails

Temporarily Deactivating a Carrier

Timestamps in the Shipment Activity tab

15 and 30 Minute Auction Lengths

Improving Performance Speeds by Removing Archived Shipments from Default Searches

Release Notes

RFP Manager

Creating an RFP: A Quick-Start Guide

The Carrier RFP Experience

Coming Soon: RFP Manager

Can Transfix See My Other Carrier's RFP Bids?

Can I Use All of the Shipper App's Other Features Once I Create an RFP?

I can't wait to get started, can I start my RFP bidding window as soon as today?

Why is my RFP not letting me award a lane?

How much time do my carriers have left to bid on my RFP?

How long after my RFP's bidding closes can I award lanes?

I just retracted an award on my RFP, will my carrier find out?

I’d like to share some documentation with my carriers when I invite them to bid on my RFP. Do I have to email them?

Will my carriers be able to see each other’s RFP bids?

Can I create a new lane or add new carriers during the creation of an RFP?

How do I cancel my RFP?

What happens to my Routing Guide once I complete my RFP?

How do I create lanes and add carriers for my first RFP?

Routing Guide Updates After RFP Completion

Downloading an RFP to CSV

Adding Lane Notes to an RFP

Multi-Round RFP Bidding

Tendering Shipments

How to Create a Shipment Without a Quote

How to get a Transfix Quote and Book that Shipment

Transfix Truerate+

How to Change the Amount of Time a Carrier Has to Confirm Bid

How to Cancel a Shipment

How to Set Whether or Not an Auction Starts if Your Routing Guide Carriers Decline

How to Duplicate an Existing Shipment

How to tell if a carrier accepted a shipment tendered via Routing Guide

Did My Primary Carrier Accept Their Shipment?

Make a shipment available to other carriers after you've started an auction

How to Re-Auction Without Cancelling the Shipment

How to Change Which Carriers are Part of the Auction

How to View Status and Accept Auction Bid

How to Skip a Carrier in your Routing Guide

How to Restart your Coverage Request

Troubleshooting when you tender a shipment to a carrier but they don't receive your email

Why Isn't My Carrier Receiving Shipment Offers?

How to Remove Carriers from Assigned Loads

Enter pickup and delivery instructions for a facility on file

How Do I Let Carriers Know if a Facility Has Specific Delivery Requirements?

Change your auction length, rate type, auto-accept and bid acceptance behavior.

How to Change your Default Auction Settings

Troubleshooting your equipment selection when you can't find a lane.

No Routing Guide Found?

How to clear this error message so you can tender your shipment

"The carrier you selected requires an email address for your shipment"

How to Distribute Items Which are Picked Up/Dropped Off at Different Stops.

How to Change the Carrier Acceptance Deadline on your Routing Guide

Assigning & Filtering Shipments by Coordinator

Selecting a bid after an auction has closed

Tendering Intermodal Shipments

Requesting Reefer Temperatures and Food-Grade Equipment via Bulk Upload

Adding Notes to a Draft of a Shipment

Clicking 'Back' Without Having to Re-enter Your Shipment Info

Adding Notes to Shipment Details

Editing Shipments While Still in Draft

Displaying Mileage Between Stops

Adding Searchable Shipment Notes

Bulk Uploading Shipments

Requesting Food-Grade Equipment for a Shipment

Canceling a Direct Tender Without Canceling the Shipment

Sorting auction bids from lowest to highest

Preventing carriers from viewing shipment details after losing an auction

Fix made to shipment date picker

Only One Qty Type Required When Creating a Shipment

Available Contracted Rates Automatically Displayed Before Requesting Bids

Sharing a Map View of Shipments with Carriers

How to Choose or Change the Tracking Method for your Load

Tracking

Automatically request a daily check-in from your carriers.

How to Activate Manual Tracking of Shipments

How to Manually Update On-Time Pickup and Delivery Status

Updating a Shipment's Arrival Status

Requesting Driver Name, Truck and Trailer Number from Carriers

Date Selection When Updating Pickup and Delivery Arrival Status

Viewing a Carrier's Project44 Connection Type

Invoicing

How to manage your invoiced shipments and dispute accessorials

Freight Audit: Managing Invoices in Your Shipper App

Recalculating Fuel Surcharge When Changing Pickup or Delivery Locations

Selecting All Shipments in 'Ready to Pay'

Determining if a Shipment's Invoice Matches the Original Rate

Editing Shipment Rates & Changing Shipments to TONU

New option added to accessorials: "Expedited"

Network Management

How to Add Carriers to Routing Guide Lanes

Building (and Rebuilding) Your Routing Guide

Maintain a record of why carriers have been removed from shipments

How to Remove a Carrier from a Shipment and Keep Track of Carrier Bounce Reasons

How to Add Carriers to Network

How to Remove a Carrier from your Network

How to Add a New Lane to Your Routing Guide

Managing Carrier Insurance

The Carrier Experience

The Carrier Experience in the Shipper App

Carriers can provide live tracking updates with P44 or provide manual updates as well