How do I add a new carrier to an existing client in the SmartTMS?
This process applies when the LTL CM team acquires pricing with a NEW carrier that is not currently part of their program. Once the LTL CM team confirms that the carrier should be added, a JIRA ticket must be submitted to IT Service Delivery to add the carrier into SmartTMS.
When to Use This Process
Use this process when:
-
The LTL CM team has secured pricing with a new carrier
-
The carrier is not currently in the LTL CM program
-
The LTL CM team has explicitly advised that the carrier should be added in SmartTMS
Important Distinction
LTL CM Requests (This Process)
- Driven by the LTL CM team
- Based on new carrier program additions
- May or may not be billable depending on program status
Client-Specific Requests (Different Process)
- Initiated by a client needing their own carrier added
- Requires client pricing setup and billing validation first
- After pricing and billing are confirmed, a JIRA ticket is then submitted to add the carrier
⚠️ Do NOT use this process for client-specific carrier additions unless pricing/billing has already been completed and approved.
JIRA Ticket Submission Details
Create a JIRA ticket under:
- Portal: IT Service Delivery
- Category: Client Support
- Request Type: Client Request
Required Fields & How to Complete Them
Summary
Format:
[Client Name] – Add [Carrier] to SmartTMS
Example:
ABC Logistics – Add XYZ Carrier to SmartTMS
Description
Format:
Please add [Carrier] for [Client Name] in SmartTMS.
Example:
Please add XYZ Carrier for ABC Logistics in SmartTMS.
Client Name
- Pick the full client name from the dropdown.
Priority
- Default: Medium
- Increase priority only if escalation is required
Service Area
- Select: LTL
Billable
Determine based on the following:
- YES → If:
- Client is NOT part of the LTL CM program
OR - Carrier being added is NOT part of the LTL CM program
- Client is NOT part of the LTL CM program
- NO → If:
- Client IS part of the LTL CM program
AND - Carrier being added IS part of the LTL CM program
- Client IS part of the LTL CM program
TMS Support Needed
- Select: Add vendor/carrier(s)
Quick Checklist
Before submitting, confirm:
✅ Confirm LTL CM team has approved the carrier addition
✅ Verify carrier is new to the program
✅ Ensure correct client name and carrier name
✅ Confirm billable status is accurate
✅ Validate priority level (escalation if needed)
✅ Verify carrier is new to the program
✅ Ensure correct client name and carrier name
✅ Confirm billable status is accurate
✅ Validate priority level (escalation if needed)
Notes
- This process is triggered only by the LTL CM team
- Client-driven carrier additions follow a separate workflow tied to pricing and billing setup
- Incorrect billable selection can impact tracking and invoicing