BrokerWare Defaults

With BrokerWare (BW) users have the option of setting system wide defaults to assist in managing their business. For example, these defaults allow users to set minimum mark ups, or the standard shipping date to use on your customer invoices. It is recommended that these are set immediately once your BrokerWare system is set up, and can also be adjusted at any time. Some of the defaults available are especially important to the function of your system. Always read the description of each default carefully prior to applying any changes.

Getting Started

The defaults page is accessible to administrator logins only. It can be accessed by selecting “Default Parameters” from the Admin Tools section, or from the Admin drop down menu in the navigation menu (note: the navigation menus will be changing with the October 2010 update, and defaults will then move to the new “Setup” drop down menu.)

Defining a default – Each default listed has a name which contains an abbreviation to indicate which area of the system it is for; “Comm”, “Operations”, and “Customer” are some examples listed. The remainder of the name following the abbreviations, dictate the action of that default.

How to Change a Default

From the default page, changes can be made based on your company standards and preferences by selecting the “Edit” link to the right of the default needed to be changed. Some defaults will only accept certain entries, which are listed in the description field of the default. Changes to defaults are system wide, unless other levels are set said criteria. For example, the “UserLTLMaxDisplay” setting can be modified at the customer level as well as on the defaults page. Hence, when changed at the customer level, changing the default will only change those that have not been modified.

Commonly Used Defaults

The most commonly used defaults are those pertaining to commissions, customers, and operations. These defaults allow users to set the absolute minimum profit margin, the default commission amount, and allow customers the ability to see carrier tracking data. Inspecting default settings to ensure company standards and preferences are met is recommended.

Defaults not Pertaining to Your System

With the scalability of BrokerWare, not all defaults may apply to your system. For example, if your company decided not to purchase the customer portal access, the defaults labeled “User” or “Customer”, will not apply to your company’s system of defaults. Please read each default description carefully before making any changes.

In addition, upgrades to BrokerWare can be done at anytime if your company decides to utilize these functions. Please feel free to direct any questions to our support department at (800)965 - 8205.

Certified QuickBooks Integration for Freight Brokers

Eliminating double entry into an accounting software package is near the top of every freight broker's "need" list when it comes to a Transportation Management System (TMS).

QuickBooks is very popular amongst freight brokers, so most TMS providers have integrations for QuickBooks. Unfortunately, not all QuickBooks integrations are created equally. Certain QuickBooks integrations provide only a one way manual export while others only offer summary information for accounts payable and receivable reports. In most cases that isn't enough.

3PL Systems has differentiated BrokerWare from the competition by providing a fully customized QuickBooks integration that has been tested and certified by an approved Intuit independent testing company named Intertek.


What this Certification means for Freight Brokers?

This certification ensures that your accounting integration is complete and functional. That way you don’t have to wait until after a completed integration to find out about problems. Instead, choose a QuickBooks accounting integration that was audited by an independent testing company and is certified by Intuit (the makers of QuickBooks).


Intertek Technical Review for QuickBooks

Intertek is an independent testing company chosen by Intuit to execute the QuickBooks Technical Review. All program specifics, including processes, test design, and program design, have been approved and are enforced by Intuit.

The QuickBooks Technical Review Program is designed to give the QuickBooks developer community the mechanism to ensure their applications meets the high quality standard of operation and compatibility expected by the customers. The purpose of the testing is to verify that 3rd Party applications appropriately integrate, exchange data, and are compatible with the QuickBooks platform.


BrokerWare Accounting Integrations

BrokerWare Accounting Integration is an automatic sync that pushes new and modified customer accounts, vendor accounts, sales accounts, receivable invoices, payable invoices, and commissions into an accounting package. The integration also automatically draws payment status information from the accounting package back into the BrokerWare TMS.

The 3PL Systems Accounting Integration is available on QuickBooks (Pro & Enterprise), MAS 90 / 200, and Microsoft Dynamics (Great Plains).

For more information about BrokerWare Software please visit www.3plsystems.com or contact Customer Support at (800) 965-8205 or email Support@3PLSystems.com

3PL Systems Integrates with Real Time Freight

3PL Systems has announced an integration with Real Time Freight within BrokerWare, their freight management application. RTF offers an on-demand, web-based technology platform that connects all participants involved in the management of freight transportation. RTF also provides an intuitive, closed-loop and centralized system which communicates time sensitive load information in real-time. This service provides significant business advantages to all subscribing shippers, carriers and freight transportation partners.

3PL Systems is confident this integration will increase efficiency and assist in streamlining your business. If you are interested in this integration please contact 3PL Systems at (800)965-8205.