Diversified Transportation Services - TMS Quick Quote Tutorial

18
The Power of Diversified Transportation Services
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Transcript of Diversified Transportation Services - TMS Quick Quote Tutorial

Page 1: Diversified Transportation Services - TMS Quick Quote Tutorial

The Power of

Diversified Transportation Services

Page 2: Diversified Transportation Services - TMS Quick Quote Tutorial

Diversified Transportation Diversified Transportation Services Web Based TMS Services Web Based TMS

This PowerPoint is an overview of how to get a This PowerPoint is an overview of how to get a Short Form Quote Short Form Quote from our Transportation from our Transportation

Management System (TMS). Management System (TMS).

Once you have your login and password provided Once you have your login and password provided to you by your Sales Consultant you can get to you by your Sales Consultant you can get

rates from our web based platform at rates from our web based platform at www.dtsone.com

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Diversified Transportation Diversified Transportation Services Web Based TMS Services Web Based TMS If you currently do business with DTS, please If you currently do business with DTS, please

contact your Sales Consultant and they will contact your Sales Consultant and they will provide a login and password for you. provide a login and password for you.

If you are new to DTS please call 800-460-8540 or If you are new to DTS please call 800-460-8540 or 703-237-3671 and we will have a Sales 703-237-3671 and we will have a Sales

Consultant call you to discuss your needs and Consultant call you to discuss your needs and set up your account.set up your account.

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On-Line ServicesOn-Line Services……Second To NoneSecond To None

Get a rate quote from multiple LTL companies with only a few Get a rate quote from multiple LTL companies with only a few clicks of your mouse. clicks of your mouse.

You can pick the carrier that meets YOUR needs or you can You can pick the carrier that meets YOUR needs or you can speak to a logistics professional who can assist you.speak to a logistics professional who can assist you.

Schedule a pick-up.Schedule a pick-up. Create your shipping documents – BOLCreate your shipping documents – BOL’’s and Labels.s and Labels. Track a shipment.Track a shipment. Review invoices.Review invoices. Obtain helpful forms.Obtain helpful forms. Get customized reports.Get customized reports. Useful transportation links. Useful transportation links.

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Short Form Quote ProcessShort Form Quote Process

You must first login to our website www.dtsone.com with your secure user name (email) and password. We will use the RED

box as shown above to denote what we are discussing.

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Short Form Quote ProcessShort Form Quote Process

This is your main HOME screen after you login to www.dtsone.com

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Getting a Rate QuoteGetting a Rate Quote

When getting a rate quote, you have two options. COMPLETE FORM or SHORT FORM.

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Getting a Rate QuoteGetting a Rate Quote

In order to get a rate quote you can click CREATE SHIPMENTS AND QUOTES SHORT FORM or COMPLETE FORM

Short Form or Complete Form – What’s the difference?Short Form

If time is a factor and you need a quick

freight estimate, the short form is for you!

Simply type in the origin and destination zip codes, class and

weight, as well as any supplemental services

such as residential, liftgate, call before

delivery, and you will have a rate in seconds.

If you have all of your shipment information in hand and want it saved in the system for quick access at a

later time, the complete form is the best option for you. With this option you can save all of the information for a completed bill of

lading, obtain your rate, and you are

ready to go when your shipment is available.

Complete Form

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Notice the tabs at the top of the page. For our purposes we will use the Short Form quote. If you wanted to get a complete quote, just click the tab at the top for Full Form.

Getting a Rate QuoteGetting a Rate Quote

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Enter shipper zip, consignee zip, pieces, handling unit (pallet, roll, crate, etc.) Class, Weight and any

supplemental services that you may need and click GET A QUOTE.

Getting a Rate QuoteGetting a Rate Quote

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Our TMS rating system lets you Select the Carrier that best fits YOUR particular

needs. It also generates a LOAD # that will remain with your shipment from quote to

delivery. No need to keep track of separate quote and

tracking #.

Carrier Options – Rates – Carrier Options – Rates – Service - InsuranceService - Insurance

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This page allows you to select the carrier that will best serve your needs on any given

shipment. If no carrier is selected, the system will revert to the least cost option. It is suggested

that you select a carrier that best suits your

shipment requirements. Once you have selected your carrier, click SAVE QUOTE to return to your

shipment at anytime.

Selecting Your CarrierSelecting Your Carrier

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This is the top half of your shipment profile screen. The shipment profile allows you to view the shipment information saved so far. It is important to review this information and make any necessary changes to ensure that all of your requirements are met. Note the pick up date and time frame in the top left corner. Please ensure

that this information is correct to avoid any shipment delays.

Shipment Profile – Quoted Shipment Profile – Quoted Screen Screen

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This is the bottom half of your shipment profile screen that you see when you click SAVE QUOTE. This shows details of the quote,

any accessorial that was added, and the total net charge due from the payor of the goods.

Shipment Profile – Quoted Shipment Profile – Quoted Screen Screen

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Each quote has a specific load number assigned to it as well. If you want to pull up a quote and have the load number, just enter

it in the top box where is states – type to search. Hit enter and the quote will populate on the screen.

Short Form Quote ProcessShort Form Quote Process

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If you don’t know the Load number from a prior quote, just click shipment tracking and all prior shipments will show on the

Retrieving QuotesRetrieving Quotes

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After you click the SHIPMENT TRACKING icon the screen above populates. From here you can click on any load number or

change the date range in the top to reflect what you want to see – MOVING, QUOTED, BOOKED, DISPATCHED, IN TRANSIT,

DELIVERED, COMPLETE or CANCELED.

Retrieving QuotesRetrieving Quotes

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Congratulations, you have successfully completed the SHORT FORM quote process at this point. If you would like more

information on how to do the COMPLETE FORM, schedule a load for pick up, or any other questions, please feel free to contact us

at 800-460-8540 or 703-237-3671. You can also reach us at [email protected]

You may also contact your DTS Sales Consultant as well.

Retrieving QuotesRetrieving Quotes