Transport Management — Quick Start Guide

Transport Management (TMS) for Perfex CRM — How to Use

Author: Nasbix Technologies — https://nasbix.com

Version: 1.0.0

1. INSTALLATION

1. Upload the folder "transport_management" into your Perfex CRM /modules/ directory.

(FTP, cPanel File Manager, or Setup → Modules → Upload Module)

1. Log in to Perfex CRM admin.
2. Go to Setup → Modules.
3. Find "Transport Management" and click Activate.
4. Assign permissions under Setup → Staff → Roles (see section 3).
5. Open Transport → Settings and configure prefixes, UOMs, tracking, and API.

No core Perfex CRM files are modified. On activation the module creates all

tms_* tables and default options. Schema version: tms_db_version = 100.

2. FIRST-TIME SETUP (recommended order)

1. Transport → Settings

- Enable module

- Set code prefixes (VEH-, DRV-, CRR-, LOC-, SHP-, RTE-)

- Default weight / volume UOM

- Client tracking, POD required, fuel surcharge %, webhook URL (optional)

2. Transport → Locations — add warehouses, depots, hubs, customer sites

3. Transport → Carriers — add own fleet or 3rd-party carriers

4. Transport → Drivers — link staff or enter driver details / license

5. Transport → Vehicles — capacity, type, default driver, operational status

1. (Optional) Transport → Carrier Rates & Fuel Surcharges

7. Assign staff roles so users can see the Transport menu

3. PERMISSIONS (Setup → Staff → Roles)

Capability groups include:

- tms_dashboard, tms_vehicles, tms_drivers, tms_carriers, tms_locations

- tms_shipments (view/create/edit/delete/approve/dispatch)

- tms_routes, tms_dispatch, tms_carrier_rates

- tms_reports (view/export), tms_settings (view/edit)

Admins have full access by default.

4. DAILY WORKFLOW — SHIPMENTS

1. Transport → Shipments → New Shipment

2. Set client, origin, destination, carrier/vehicle/driver, dates, freight

3. Add shipment items (SKU, qty, weight, volume) and stops (pickup/delivery)

1. Save as Draft → Confirm → Dispatch → Start Transit → Mark Delivered → Close

5. On delivery: capture POD (signature + photo) if enabled

6. Tracking events appear on the shipment timeline and client track page

5. ROUTES & DISPATCH

1. Transport → Routes — create reusable route templates with stops

2. Transport → Dispatch Board — see open / dispatched loads

3. Transport → Schedule Calendar — pickup & delivery calendar view

4. Assign vehicle + driver when dispatching a shipment

6. REPORTS & INTEGRATIONS

• Transport → Reports — on-time delivery, fleet utilization, carrier performance
• Optional WMS hooks can auto-create shipments from packing / WMS shipment
• Optional freight line on Perfex invoices (settings toggle)
• Client portal / public tracking token (if client tracking enabled)

7. REST API (optional)

1. Transport → Settings → enable REST API

2. Manage API Keys → create key (copy token immediately)

3. Auth header:

Authorization: Bearer {token}

or X-TMS-API-Key: {token}

4. Base path: /transport_management/tms_api/

8. UNINSTALL (clean removal)

1. Setup → Modules → Deactivate "Transport Management"

2. Click Uninstall

This removes:

- All database tables named {prefix}tms_*

- All options named tms_*

- Files under uploads/transport_management/

Core Perfex CRM data (clients, invoices, staff) is NOT deleted.

9. DOCUMENTATION

Open documentation/index.html inside this module folder for HTML docs.

See also: README.md, CHANGELOG.md, LICENSE.txt

10. SUPPORT

Nasbix Technologies — https://nasbix.com

6 months support via CodeCanyon (include purchase code, Perfex version, PHP version).

Perfex CRM is sold separately and is not included with this item.