WebLast updated: 2022-10-14
The Logistics Manager Pro software suite (LMPro) is a cloud-based warehouse and last mile delivery management system built from the ground up to be user friendly, agile and feature rich. It contains all the necessary functionality to manage your warehouse, routing, dispatch and delivery operations. LMPro leverages the latest technology to allow your company to do more with less resources. The optional automated calling module can automate the process of calling, messaging and emailing customers to schedule orders, and notify them of their delivery appointment. This section of the documentation describes functionality provided via the web interface.
Glossary
- Order - a delivery or service to be provided for a customer
- Package - a component of a delivery order that is the smallest trackable part
- Customer - the individual receiving the delivery or service
- TSP - a transportation service provider also refered to as a client
- User - an individual authorized to use LMPro
- Carrier - an individual authorized to delivery or provide services to customers
- Vendor - an entity for whom delivery services are being performed
Login
The login page allows users to authenticate and generate a custom set of permission that allow access to the various LMPro web applications and functionality within those applications. Users can be assigned different roles and privileges, so users may experience the individual modules differently. Users must have credentials issued by an authorized user through the User Manager application. This is generally someone working at the transportation service provider company. Users can switch between 'Production' and 'Test' mode using the 'Environment' drop down menu in the upper left corner on the menu bar. In 'Test' mode, the entire application connects to a test database so no 'live' data is updated. This allows users to test functionality and try new features without the possibility of affecting 'live' orders.
Login link - https://login.lmpro.us
Launch Pad
The launch pad is the interface you see immediately upon logging in to LMPro. This dashboard allows you to see previously viewed orders, a history of your activity within the application and a summary of order volume and status in the selected warehouse. The 'Previously Viewed Orders' list has a link button in the first column that will open the associated order in Order Manager. The menu bar at the top of the page is available in each application and provides an 'App' menu to navigate between application modules. In addition, this top menu bar provides a link to the 'Search' module which is the most effective way to find an order.
Search
Search functionality is found in the top menu bar and is broken down into six categories.
Quick Search - this search allows you to search by Order Code, Reference Code, Source Address Last Name or Delivery Address Last Name using a single search value in a text box. This search will only return orders entered in the previous twelve months.
Advanced Search - this search allows you to search by a specific criteria with in a specific date range and scope. The scope filter is a standard contol throughout the application it allows you to limit a select by All , Warehouse, Company, Store, Account Group or Account.
- Order refers to the unique code used to reference a specific order.
- Account refers to the account the order is associated with.
- Control Number refers to the control number or truck number entered with the order.
- Receiver Code refers to a code used to reference how an order was entered into the system.
- Reference Code refers to the unique code used to reference a specific order.
- First Name refers to the first name of the delivery customer.
- Last Name refers to the last name of the delivery customer.
- Phone Number refers to the phone number of the delivery customer.
- PostalCode refers to the postal code of the delivery customer.
- Service refers to the service the order is associated with (delivery, assembly, return, etc).
- Status refers to the current status of the order is associated with (0 Cancelled, 1 Entered, 2 Stocked, 3 Scheduled, 4 Notified, 5 Assigned, 6 Signed, 7 Failed, 8 Invoiced, 9 Archived).
- Store refers to the store the order is associated with. Not all orders are associated with stores.
- Package Code refers to the code on the label of a package. This code must match a package code entered into LMPro.
- Package Identifier refers to a a unique code on the label of a package often the text version of the barcode. This code must match a package indentifier entered into LMPro.
- Order refers to the unique code used to reference a specific order.
- Last Name refers to the last name of the delivery customer.
- Phone Number refers to the phone number of the delivery customer.
Postal Code Search - this search allows the user to search for orders with a specific postal code filtering by company and warehouse.
Order Manager
The Order Manager is the primary application used to update individual orders. It displays all information about an order. The display is divided into six panels, each with an 'Edit' button that will popup the details and allow editing.
The Source Address panel displays where the order will be collected from. This can be a warehouse address, a store address or a customer address in the case of a return.
The Delivery Address panel displays where the order will be delivered. This can be a warehouse address, a store address or a customer address. It is important that all addresses have valid postal codes and the postal code is set up in the Zone Manager as this is used to determine the time zone of an order and used to to assign the billing zone. The system will geocode the delivery address if the address is valid to make calculations to suggest stop numbers and display the order location on user interface maps.
The Signature panel allows users to update the time an order went out for delivery, who signed for the order and at what time the order was signed for. This work flow is usually handled via the Mobile Carrier app by a delivery carrier and these updates are timestamped at the moment the update occurs. Carriers cannot modify orders through the Mobile Carrier app once they have updated them, customer service reps and managers have the ability update all non-invoiced orders through the Order Manger interface.
The Stock panel allows users to update the stock location of an order and update Return to Vendor (RTV) and Returned To Vendor Complete (RTVC) in the case of a return. This step is not required to dispatch an order, it is helpful to keep track of inventory or cross-dock delivery items. Stocking the order involves assigning the pieces associated with the order a stock location so carrier knows where to locate the goods he/she is to deliver. This stocking work flow is usually handled via the Mobile Warehouse app by a warehouse associate.
The Schedule panel allows users to update the delivery date and delivery time frame of an order. Orders can be entered with a deliver date asssigned, a delivery date can be assigned by the customer via the web schedule app or via the automated call/sms system. It is important to select which party is requesting the date/time frame change before attempting to update a delivery date/time frame.
The Dispatch panel allows users to update the carrier assigned to deliver an order. This interface also allows users to edit the account and service type an order is associated with. Users may also 'Fail' an order by selecting an appropriate failure exception and adding a descriptive note. This work flow is usually handled via the Mobile Carrier app as most of the accepted exceptions occur at the point of delivery. Please note, until an order is marked Out for Delivery (OFD), certain exceptions will not be availble to choose from.
Order Monitor
The Order Monitor is used to monitor the delivery of orders through out the delivery life cycle. Customer service representatives and dispatch associates can monitor the delivery progress of orders. The scope options are a combination of delivery date, warehouse and dispatch board, dispatchboard group, account or account group. The order list view allows the user to see the status of all orders with the scope, monitor late deliveries and update orders if necessary. Edits can be made using the quick edit button in the second column from the left, or by the Order Manager link button which is in the first column. The carrier monitor provides a map view so the user can see the current location of a carrier (if they are using the LMPro Mobile carrier app) and the status and locations of their route for the selected date.
Service Type Manager
The Service Type Manager is a management level module that allows editing of zone level pricing for a particular service type. Service types can be shared between vendors or setup indiviually for each vendor. The zone levels correspond to the ZoneCode set in the Zone Manager for each postal code. This allows different pricing charges for deliveries based on the postal code of the source of the merchandise, usually a warehouse or store, and the postal code of the delivery customer. The service name assigned to a servicetype will determine the service applied to the order if the service type is updated. There are twenty zone levels available.
Store Manager
The Store Manager is a management level module that allows editing of store locations. Vendors can use store locations to associate with orders as a place to pickup merchandise and a unit to filter order searchs. Accounts do not have to be associated with a specific store, they can be assigned as 'Not Associated' but this will remove the option to filter records by store.
User Manager
The User Manager is a management level module that facilitates creating, editing and de-activating users. Usernames must be unique within the LMPro system and each user must have a unique email address. Entering correct contact information for users is important as the system sends vaious alerts via email, and carriers recieve SMS messages regarding orders on occassion. Users can be can be assigned sets of user roles or the user roles can be customized. The 'User Roles' generally correlate to the discreet software modules that make up the LMPro software suite. In addittion, users can be assigned to specific warehouse. This is usefully to prevent orders being accidentaly assigned to stock locations in other warehouse that have similar stock locations names. Account assignment is another important feature. Users can on create/view/edit orders that correlate to accounts they have been assigned. It is possible to assign users to users groups also, which automatically assigns the user to all accounts in the account group. The 'Assign All Accounts' checkbox should only be used for internal TSP users that should have access to all orders.
Zone Manager
The Zone Manager is a management level module that allows order pricing to be set by distance from a single postal code (warehouse address) to all surrounding postal codes. These zones can be thought of as concentric circles surrounding the warehouse address allowing delivery charges to increase the further from the center. In addition, it allows a TSP to comntrol what days of the week delivery is available by postal code. The Zone Code number maps to the zone pricing level set in the Service Type Manager. If a Zone has a Zone Code of '21', this means the postal code was automatically setup when an order was imported, and needs to be assigned to a Zone Code number between '1' and '20'.
Customer Service Portal
The Customer Service Portal is designed to provide third party vendors direct access to order information and allow limited editing of orders. Access to this interface requires specific permissions setup by the TSP for the vendor login credentials. The interface shows a list of recently viewed orders and a list of all the tracked actions associated with the current user. The search box in the 'Home' view provides a quick search for order codes, but requires an exact order code to return a result. The 'Advanced Search' function can be used to search by partial order code, reference code, last name or phone number. The order information is displayed with an interface identical to the Order Manager, although editing options are limited. Users can edit customer contact details using the delivery address 'Edit' button, cancel orders using the drop down menu in the upper left, or enter return codes for cancelled orders using the 'Edit' button on the 'Stock' panel. A complete list of order life cycle events can be found using the 'Track' tab in the view. The 'Order Notification' link in the top menua bar provides a tool to track specific edits to orders made by the TSP. The Account Manager allows the TSP to set nofification flags for the following edit types - Order Entered, Order Stocked, Date Scheduled, Date Rescheduled, Time Scheduled, Time Rescheduled, Proof of Delivery and Order Failed.
When configuring access for Customer Service Portal users, it is important that the 'Default Interface' is set to 'External Customer Service' in the User Manager.
Customer Service Portal link - https://csr.lmpro.us