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Transcript of Fmippt
INTRODUCTION TO WEBSITE
Home Page From this page, users may reset a password, enroll a new customer, or log in to utilize the website features
Resetting PasswordsAnytime a user has forgotten a password, the ID or email address they signed up with can be entered here. An email will be sent to the email address that is associated with the user that includes a link to click on that will direct them to a site to reset their password.
EnrollmentsWhen enrolling a customer, enter as much detailed information regarding the company and member as possible.
If the shipping address is different then the billing address for the company, enter in the differing addresses in Billing and Shipping. If they are the same, simply click the box between the addresses.Remember to enter in the preferred method of receiving invoices, as this will determine how this user will be billed unless a prior arrangement has been made.Users will choose the new user ID and password for additional users at this time.Once completed, click on the enroll button at the bottom of the screen.
Logging Into The SystemOnce the user ID and password have been entered, users will be directed to this screen.This is the home page, also called the Dashboard.From this screen, users can navigate functionalities such as quoting, booking, and invoices.
QUOTING & ARRANGING SHIPMENTS
Getting a QuoteThis is the screen that appears once a user has clicked on Get Quotes from the Dashboard.To get a quote, enter in the date of pickup, the origin and destination zip codes, the weight, the class, the number of handling units and select any accessorial that apply to the shipment the user is requesting pricing for.Accessorials include, but are not limited to residential locations, lift gate for loading or unloading, appointments, etc.Once all information is entered, click on the Get Quotes button at the bottom of the screen.
Quote Results ScreenThis screen displays the quote results based on information entered by the user. That information is summarized at the top of the screen.Quotes can be save by clicking the Save Quote box once the user has entered a personalized Quote ID or have clicked the Generate ID box for the system to automatically generate a quote ID. This will retain this quote until the user is ready to ship or delete.Results displayed can be sorted by Transit Time, Delivery Date, Carrier, or Price by clicking on the appropriate header. Clicking on Show Detail allows the user to view the breakdown of charges for the shipment.The Google map allows the user to see the origin and destination points they will ship to and from.Users can click Edit to change any information about the quote.Users can click Schedule to progress through the scheduling process to book the shipment.Users can click Email to send an LTL Rate Confirmation to the customer (shown on the next slide)
This screen displays the quote results based on information entered by the user in a preformatted email.Users can enter the email address of the customer theyd like the results sent to in the To field. They can also enter the email address they want the request to come from. Once this is done, the user can click the E-Mail button to send the results to their customer.All quote results are listed at the bottom of this email.
Saving a QuoteIf a user checked Save Quote while quoting a shipment, it will be displayed under the Saved Quote link.This screen shows the basic quote information to identify the correct quote.The system requires the user to re-quote a shipment anytime there is a desire to see pricing for that particular quote.Users can schedule a shipment that is ready to be picked up by clicking on Schedule.
Booking a Shipment from the Quote ScreenUsers will next be prompted to complete the freight information. All fields preceded with a red asterisk are required information fields that must have a value entered to continue the process. These include the NMFC, piece count, and product description fields.Once all information is entered, click the Update Freight button and then click Continue.
Booking a Shipment from the Quote Screen (cont)Enter in any applicable ID numbers that the driver needs to reference at the time of pick up in the top right hand fields.Enter all information regarding the shipper and receiver. Users can click on Save Location to store this in the system for future use.The system will not let users continue if all fields with a red asterisk are not completed.Users can look up a city, state, zip code by clicking on Look Up if they are unsure of this information.Users can click on Locations if they have booked shipments previously from the shipper or receivers locations and saved them in the system.Verify the pick up date, ready and close times are accurate for both locations. These must be a minimum of 3 hours apart to proceed.Click on Get Quotes .
Booking a Shipment from the Quote Screen (cont)Users will end up on this screen once they have clicked Get Quotes from the previous screens to schedule a shipment.This is the same information that displayed when the original quote was received.Once a user has decided on the carrier, price, and or dates, they will click the Schedule button.
Tendering Shipments/Bill of LadingsThis screen is the final opportunity to verify all information is accurate.This page also spells out the terms of agreement on the due date of freight charges.Users can obtain a copy of the Shipping Agreement from this page by clicking on Agreement.If a user needs to make any changes, click on Edit.When ready to tender the shipment, click on Book Shipment.
Dispatching of ShipmentsOnce a user has booked a shipment, this screen allows them access to the Bill of Lading by clicking on View BOL.Once the shipment is booked, a dispatch notification is sent to the carrier of choice to schedule the pick up request. The shipment is now downloaded into the Customer Service Support Center to enable the users designated CSR to begin monitoring the life of their shipment through delivery.Users can click New Shipment to schedule a new shipment for pick up from this screen.
Bill of LadingsTwo copies of this document should be sent to the shipper. One should be given to the driver at the time of pick up. The second copy should be kept as a copy for the shippers records. Drivers will affix the same PRO number on both copies of the BOL at the time of pick up.This BOL will be customized with your 3PL companys logo and BOL prefix number (example: ABC COMPANY, BOL is ABC123).
Quote Requests outside of standard LTL Users can obtain a quote for Air, Expedited, Ocean, or Volume by clicking anyone of these links. Each form is similar, requesting information needed for Customer Support to obtain rates. Customer Service will receive the requests, communicate with several carriers, and return pricing via the email address associated with the log in of the user who submits the form. Air, Expedited, and Volume requests are returned within 15 minutes. Ocean requests can take up to 24 hours to return a rate.
Completing Quote Request FormsAll of the quote request forms appear like the Air request above.Complete all information with the red asterisk beside it. This information is required for quoting purposes.Once completed, click on the Send Request button.Someone in the Support Center will work to obtain the best rate and reply back via email with price and transit times.
Qwik ShipThis feature allows users to select locations that have previously entered and saved in the system. This saves the user from having to manually enter in location information every time they book a shipment.Select the Origin location by clicking on the shipping companys name.Next, select the Destination location by clicking on the destination companys name.Users can also narrow the list by entering in a company name next to the Search field and clicking on Search.
Arrange Shipment Enter in any applicable ID numbers that the driver needs to reference at the time of pick up in the top right fields.Enter all information about the origin and destination. Users can click on Save to store this in the system for future use.The system will not let users continue if all fields with a red asterisk are not completed.Users can look up a city, state, zip code by clicking on Look Up if a user is unsure of this information.Users can click on Locations if a user has booked shipments previously from the shipper or receivers locations.Verify the pick up date, ready and close times are accurate for both locations. These must be a minimum of three hours apart.Click on Add Freight and enter all detailed information about the product the user will be shipping. Users can save the product information by clicking on Save Product. Once all the freight information is entered, click on Add Freight and Continue.Click on Get Quotes once all information is complete.
Arrange Shipment (cont)This screen displays the carrier results based on the information that was entered from slide 20. The user can double check information at the top of the page.Results displayed can be arranged by Transit Time, Delivery Date, Carrier, or Price by clicking on the appropriate header. Clicking on Show Detail allows the user to view the breakdown of charges for the shipment.The Google map helps the user to see the origin and destination points the user will ship from.Users can click Edit to change any information about the shipment if needed.Once users have selected the desired carrier, click on Schedule button.
Shipment ViewerThis area allows the user to get a one glance view of all shipments in the system.The user can sort this by any options in the pull down menu, such as