WebLast updated: 2022-11-18

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. Use the link below to redirect to the login view. Please bookmark this link as it there are times when the redirect changes.

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 Search - this search allows to find an order by package.
  • 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.
Archive Search - this search allows to find an orders in the Archive database. All orders with are moved to the archive after one year.
  • 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.
Truck Search - this search the Control Number field. Generally this field is populated with a Truck Number or Identifier when orders are imported.

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 quick editor provides a subset of order editing features available in Order Manager. The features provided are primarily to adjust carriers and time windows in addition to manually updating orders when carriers are unable to do so via the mobile apps. 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.

Order Entry

The Order Entry is used to manually enter orders into LMPro.

The Create Order step sets the country, company, store, account and servicetype the account will be associated with.

The Source Address step sets the location the merchandise will be collected from for delivery. This is usually a warehouse or store location. In the event this is a return order, this could be a customer address, and the 'Is Customer Address checkbox should be checked.

The Delivery Address step assigns the address the order will be delivered to. This is usually a customer address, unless the order is a return. A check box for 'Is Business Address' is available to let the dispatch team know to schedule the delivery within business hours.

The Add Item step is used to assign items to the delivery. If specific items need to be associated with a delivery, these first need to be added using the Item Manager. It is also possible to assign a 'Generic Item' to the order when it is not necessary to assign exact itms to an order.

Account Manager

The Account Manager is a management level module that allows creating/editing/deactivating accounts. Every LMPro order must be associated with an account as the account controls many aspects of the life cycle of the order. When an order is created, the account assigned to the order will determine the servicetypes that can be applied to the order, the customer service contact information for the order, the default warehouse for the order, the dispatch board for the order, and the zone group that should be used to apply the correct zone to the postal code. The 'Account Group' link at the top of the view opens an interface that allows creating and editing custom account groups. The 'Account Notifications' link at the top of the view opens an interface that allows customizing customer notification options. When an email address is entered in the order status input boxes, a notification email will be sent to that email address when that particular status update is triggered. If the Customer Email checkbox is checked, the system will send a notification to the email address of the customer if the order has an associated email address. The 'Account Billing' link provides access to billing surcharge controls. These are predefined surcharges that allow for customized charges and payout amounts per account.

Service Type Manager

The Service Type Manager is a management level module that allows creating/editing/deactivating accounts service types. Service types contain 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. This zone base charge is combined with additional surcharges configured in the account manager to calculate a total order charge and payout. 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. Store locations can used to associate with orders with a vendor retail location to pickup or return merchandise and filter order searchs and reports. 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. This module also allows customer service contact information to entered for each store location.

User Manager

The User Manager is a management level module that facilitates creating, editing and de-activating users. Usernames and email addresses must be unique within the LMPro system. Correct contact information for users is important as the system sends vaious alerts via email, and carriers receive SMS messages regarding orders on occassion. Users can be can be assigned sets of user roles via a drop down menu, or the user roles can be customized in the selector beneath. The 'User Roles' generally correlate to the discreet software modules that make up the LMPro software suite. In addition, users can be assigned to specific warehouses. This helps prevent orders being accidentaly assigned to stock locations in other warehouses that have similar stock locations names. The grid at the bottom of the view displays all the recent tracked events for the selected user. Account assignment is another important feature accessible under the 'Account Details' link at the top of the view. Users can only create/view/edit orders that correlate to accounts they have been assigned. It is possible to assign users to account groups also, which automatically assigns the user to all accounts in the account group. The 'Assign All Accounts' check box should only be used for internal TSP users that should have access to all orders. A user image can be uploaded under the 'User Image' link at the top of the view.

Warehouse Manager

The Warehouse Manager is a management level module that allows editing of warehouse location and control of stocking and notification functions at the warehouse level. The warehouse address is usually the source address for cross-dock and inventory orders. Accounts should be assined a default warehouse representing the source address of delivery order for that account.

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

MobileLast updated: 2022-11-18

This section of the documentation describes functionality provided via the mobile applications. The mobile apps are broken into two work flows. A Mobile Carrier app for carriers/drivers to facilitate delivering orders and a Mobile Warehouse app for warehouse functions such as stocking orders and managing inventory. The applications are available in both Android and iOS versions.

The mobile apps have an 'Environment' setting used to switch between test mode and production mode similar to functionality in the web interface. In 'Test' mode, the mobile user has access to all functionality and data although changes or updates made in 'Test' mode do NOT affect the live data set. This mode is useful for training or testing out new features. To switch into between modes, click the three dots in the upper right corner, then click 'Settings', select the desired mode, then click 'Save'. The top menu bar will turn orange indicating the user is in 'Test' mode.

Mobile Carrier

The Mobile Carrier app is part of a suite of mobile applications that communicate with the Logistics Manager Pro web interface. This application is designed to integrate with the order management module within Logistics Manager Pro allowing the user to view assigned work, update the status of delivery and assembly services remotely and contact customer via automated system. All updates are immediately reflected in Logistics Manager Pro web interfaces. When a carrier logs into the app, they will see the list of orders assigned to them for the current date. Clicking on the the blue order codes in the list will open a detail page for that selected order. From the detail page the user can update the delivery steps for the order. The 'All Order OFD' at the bottom of the screen allows the users to update all orders as 'Out for Delivery'. This will lock the orders so further changes cannot be made by automated import systems. The 'Out for Delivery' update is the first update in the delivery process. Next the carrier can trigger an automated arrival call to the customer. This calculates the carriers arrival time to the delivery address and send an SMS or phone call to the customer letting them know the delivery is on the way. The automated call is not a mandatory requirement and can be handled personally by the carrier in which case the user would skip the arrival call. When the carrier arrives at the delivery location, they should update the order as 'Arrived', this is importnt because the arrival time stamp is used to calculate on time deliverey, making this update at the end of the delivery could push the delivery timestamp past the delivery window. Once the merchandise is delivered, the customer can use the carriers mobile device to agree to the delivery disclaimer and enter a signature. Finally, the carrier is given the oportunity to take a proof of delivery photo. In the event of a failed delivery, the user has the option to update the delivery as failed, then choose the reason the delivery failed and add a note regarding the failure. Also included is an option to upload a photo.

Android link - https://play.google.com/store/apps/details?id=com.logisticsmanagerpro.mobilecarrier

iOS link - https://apps.apple.com/ng/app/lmpro-mobile-carrier/id1517561608?platform=iphone

Mobile Driver

The Mobile Driver app is an earlier version of the Mobile Carrier app and contains the same basic functionality. This application will be phased out in the future as it lacks some of the newer functionality contained in the Mobile Carrier app. It is important to note that updates from this app appear in Logistics Manager Pro web interfaces with a two minute delay.

Mobile Warehouse

The Mobile Warehouse app is a part of a suite of mobile applications that interact with the Logistics Manager Pro web interface. This application is designed to integrate with the WMS module within Logistics Manager Pro allowing the user to stock order packages into warehouse locations and update related orders. The application can function in two modes in two levels. Orders can be scanned at the order level which will match the barcode of an order to the order identifier in the database and update the all order packages as stocked or unstocked. The application can also scan at the package level, matching the pakage barcode to the package identifer in the database and only updating an order as stocked when all packages have been assigned to a stock location. When Cross Dock stocking, the application can scan package or order barcodes and match against previously entered order data. This allows users to allocate stock locations to orders for a short term. The Mobile Warehouse app can also be used to allocate goods to inventory stock locations. This links to the Inventory Manager and allows users to manage inventory in the warehouse and pull reports of inventory stocked by warehouse and stocklocation. Users are able to create new orders pulling goods from the inventory if the associated account is permissioned to do so.

Android link - https://play.google.com/store/apps/details?id=com.logisticsmanagerpro.lmpmobilewarehouse

iOS link - https://apps.apple.com/at/app/lmpro-mobile-warehouse/id1306461247?platform=iphone

APILast updated: 2022-11-18

Logistics Manager Pro has a set of API endpoints that allow order entry, order updates, order cancellation and provide the ability to pull status updates for orders. These endpoints use a swagger interface which provides endpoint documentation. This interface requires specific endpoint credentials provided by Logisitics Manager Pro customer service representatives. Endpoint URLs for production and the sandbox environment are available upon request to companies that hold current contracts with Digital Solutions Group, Inc.

Authentication

  • Token Endpoint api/v{version}/Tokens/Token

API users must validate credentials against the token endpoint to retrieve an 'api_key' that will be used to validate subsequent resource requests. The word “Token” and all parentheses should be removed from string. The 'api_key' must be formatted as follows

Bearer eyJhbGciOiJIUzUxMiIsInR5cCI6IkpXVCJ9.eyJodHRwOi8vc2NoZW1hcy54bWxzb2FwLm9yZy9 3cy8yMDA1LzA1L2lkZW50aXR5L2NsYWltcy9uYW1laWRlbnRpZmllciI6IjYiLCJVaWQiOiJkZDc 0NDg3Zi05XXXmLTQ2MGMtYTVjNS05OGQwNjY2OWUzNmEiLCJDbGllbnRJZCI6IjMiLCJuYm YiOjE1NTU4NTUyXXXsImV4cCI6MTU1NTg1NjE0MSwiaXNzIjoiTE1Qcm8gY2xpZW50IEFQSS J9.rRUrKrLVsZ4LU-5neXnL1xZMlBeYq1R3Uxxi3shAa0NN57ZYTZh9ZU-NEyo7rrkhLfdUnd8ME ukdjfta6_XXXX

FAQs

Frequently Asked Questions

Login problems(FAQ Category One)

Have you logged in previously?

If you have logged in the system in the past but are currently not allowed to do so, a couple of things could occur. Most users accounts are set to de-activate if the use does not login for for 90 days. To remedy this the user will need to contact a manager from the Transportation Service Provider they are engaged by and have them re-activate their account.