Upendra Shukla

ECFY Consulting Pvt. Ltd.

upen@webxpress.in

w w w. W e b X p r e s s. i n

Customer contract -3 PL

Contents

• 3 SOP

WebxpressVisibility for Supply Chains

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Requirement :

Before start 3 PL entry we required following master

1. Location Code : Location code from where 3 PL entry to be updated in ERP

2. Customer master : Customer data along with financial agreement, who is

giving the Shipment for to transport partner

3. Vendor Master : Master Data of transporter's partner along with financial

agreement who is taking care of shipment from pickup to delivery.

We need to note : The financial agreement should be back to back between

customer & transporter’s partner with proper margin.

• Parameter Consider for margin as

Rate difference

Transit time

Other Standard charges

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Location master : HYDB location will be used as 3Pl booking BranchVer-1

Location master :DELB Location will be used as 3Pl Delivery BranchVer-1

Customer master – to be used for 3PL booking

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Customer master entry Screen Cont… Ver-1

Customer Service mapping Ver-1

List of Customer Ver-1

Confirmation screen Ver-1

Customer master - Updated Ver-1

3 PL vendor – Used for 3 PL transit Ver-1

Vendor Added Ver-1

Vendor Service mapping

Vendor Service mapping

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Vendor Service mapping Ver-1

Customer Contract Creation

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General introduction

Ideally customer creation have 6 Step process as follows :

• Basic information

• Service Selection

• Mode wise Services

• Define Charge matrix

• Standard Charges

• Freight Charges LTL/ FTL

Apart from Above there are certain steps Will increase As per customer

specific services as

• ODA Service

• Multipoint Pickup or Delivery

• Multipoint Loading/ unloading charges

• Multi Slab wise contract

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Customer Contract – Selection Screen Ver-1

Blank Screen to Add Contract Ver-1

Screen to define date range for contract validity Ver-1

Option to copy contract

Popup Button to get help about existing contract ID

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List of customer available to copy contract Ver-1

Contract Copied Ver-1

Update/Edit Contract – To Cross verification of Service & rates

List of services Available

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Basic information page Ver-1

Service Selection page Ver-1

Service selection page Cont… Ver-1

Mode wise Services Ver-1

Define charge matrix Ver-1

Standard charges Ver-1

Add Standard Charge Ver-1

Freight Charges City To City for Express Mode Ver-1

Freight charges Entry Screen – Cont… Ver-1

Freight Charges matrix FTL- Standard Ver-1

Vendor Contract Creation

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Add Vendor Contract master-vendor As 3 PL Ver-1

General introduction

Ideally customer creation have 6 Step process as follows :

• Basic information

• Service Selection

• Mode wise Services

• Define Charge matrix

• Standard Charges

• Freight Charges LTL/ FTL

Apart from Above there are certain steps Will increase As per customer

specific services as

• ODA Service

• Multipoint Pickup or Delivery

• Multipoint Loading/ unloading charges

• Multi Slab wise contract

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Vendor Contract –Available with this vendor

Click here to Add new contract

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Vendor contract- Add Ver-1

Popup- to get help for copy contract

Pop up button to get help for Copy Contract

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Contract Copied Ver-1

Edit/update Contract for Data verification

List of Service applicable for this vendor

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Vendor – Basic information

Basic Information

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Vendor Service Selection page

Service Selection

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Vendor Service Selection page Cont… Ver-1

Mode wise Services

Mode Wise Services

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Charge matrix definition

Define Charge matrix

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Standard charges Definition

Standard Charges

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Freight Charges : Express

Freight Charges LTL

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Freight charges – LTL – Express Mode for City to cityVer-1

Freight charges matrix – FTL Express , City to cityVer-1

Freight Charges Standard – FTL City to City

Freight Charges FTL

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3 PL operation process Flow

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3 PL operation process

3 PL operation process having the following steps

3 PL entry : During this user will entry all information which are related to

movement of Shipment like Date of booking, pay basis, Billing party , Detail of

Consignor & Consignee Etc.

Financial detail : In this part System will invoke System will invoke contact

from Customer Contract master on the basis of filled Information which will be

applicable with customer As well as transporter’s partner.

En route Status update: in this Step user will have to update Consignment

Status which is in transit, this status Can be updated by Manual or Automated

From GPS Device .also manual update can be done by one by one or XLS

upload

3 PL delivery Status upload: After Consignment Will reached At Destination 3 PL

partner has to logged in in the system & he Can Update the Delivery detail

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3 PL entry screen Ver-1

3 Pl Entry Screen- step 1 Ver-1

3 PL Entry – Step 2 Ver-1

3 PL entry – Step -3 Ver-1

3 PL entry – payment detail Ver-1

3 PL entry - 3 PL vendor list Ver-1

Alert Message when user has chose other then lower cost vendor

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3 PL entry – vendor Detail Ver-1

3 PL generated Ver-1

3 PL view Ver-1

3 PL view – page 2 Ver-1

3 PL view vendor payment Ver-1

3 PL print- view Ver-1

3 PL Tracking And status Update

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View & track- Operation Ver-1

3 PL tracking By date range Ver-1

3 PL Status Ver-1

3 PL tracking by 3 PL Number- Selection screen Ver-1

3 PL tracking By 3 PL number- Result Screen Ver-1

En route Status update Ver-1

En route status update Ver-1

Option for XLs upload Ver-1

Format to Upload- by xls Ver-1

Selection of file to browse Ver-1

Confirmation screen Ver-1

3 PL Status update Ver-1

3 PL Status update – Entry Screen Ver-1

Confirmation Screen Ver-1

3 PL Delivery update Ver-1

3 Pl delivery update Screen Ver-1

3 PL delivery Update Ver-1

3 PL Delivery updated Ver-1

3 PL tracking – after Delivery Ver-1

3 PL Delivered Ver-1

Post Delivery process - DFM

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3 PL POD Scan & upload Ver-1

3 PL POD Scan selection screen Ver-1

Alert message – if user trying to Wrong document #

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3 PL pod update Ver-1

3 PL pod updated Ver-1

Forward document Ver-1

3 PL billing process- Customer

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Option for Service Wise Billing- Customer Ver-1

Selection screen- for Freight Billing Ver-1

Selection Screen – for Billing Ver-1

3 PL dockets Are available for Billing Ver-1

Bill gnerated Ver-1

Bill finalization screen Ver-1

Bill Available for Finalization Ver-1

3 Pl vendor bill generation – Selection Screen Ver-1

List of vendor Ver-1

Vendor Bill is generated Ver-1

Bill view Ver-1

Finalize Vendor Bill Ver-1

Selection screen for Vendor Bill finalization Ver-1

Bill available for Finalization Ver-1

Confirmation Bill finalization Ver-1

3 PL Bill Submission process

Selection screen for Bill Submission

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Bill submission Screen Ver-1

Bill Submitted Ver-1

Bill collection Screen Ver-1

Bill collection screen Ver-1

Bill Collection Screen with Collected Amount Ver-1

Bill collected & MR generated Ver-1

MR view & print Ver-1

Bill for balance Amount is still Available for collcetionVer-1

Thank You

ECFY Consulting Private Limited

Employing Technology for Business Benefits

www.webxpress.in

Upen@webxpress.in

+91 9320032062

Upendra Shukla

Product manager

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