Location Setup Steps

1. Navigate to Location Details

From the Buyer account homepage, click the three lines to open the main menu and select Locations. At the top of the page, click Create New.

This page contains the form to create a single Location manually. You may also choose to click Upload Locations in Bulk at the top right corner if applicable.

Bulk Upload Instructions & Tips

Any data imported to Titan Logistics in bulk must match a specific format. To ensure this, we've provided Templates. 

Click Download Template to save a pre-formatted CSV file to your computer. 

Use Microsoft Excel or other spreadsheet software to fill in the data using only the columns provided. Column headers with an asterisk (*) indicate required fields. These must be completed for data to upload successfully!

Note: Bulk uploads are limited to 500 line items per upload to prevent system lag. If you are adding or updating more than 500 items, please upload multiple files.

 

When you're finished, save the file to your computer and return to Titan Logistics to click Select File to Upload. Select the saved file, then click Upload.

Tip: Depending on the size of the file, it may take some time for the data to upload. To check the status, navigate to Data Push Monitor in the main menu and select the Bulk Upload Status tab. 

Use the filters to locate your upload and click the eye icon to view success and failure details.

 

 

 

2. Enter Location Details

• Location Name
• Third Party Location ID 
  • When applicable, this would be the Project/Job number 
• Start Date
  • Unless otherwise determined, we recommend selecting the beginning of the month 
• End date (optional)

3. Add Address or Geocode

Address option:

• Enter street, state, ZIP
• City, county, currency, and unit of measure auto-populate

Geocode option:

• Click the “Geo Codes” checkbox to disable address requirements
• Enter latitude and longitude

4. Select Order Type

• Choose LTL or FTL per buyer instruction
• Default to LTL unless otherwise specified

5. Configure Additional Content

The following sections are not required to save the Location, but may be required for the Buyer's specific workflow. 

• Inventory capture method
• Location channel and business sector details
• Enable asset level tracking
• Require driver signatures
• Trailer compatibility
• Billing address (if different than location address)
• Resale settings
• Site availability and instructions
• Subcontractor(s)
• Contact(s)
• Approval workflows
• Budget
• Enable IMS forecasting setting
• Images

6. Save Location

Scroll to the bottom of the page and click click Submit to create the location.