TABLE OF CONTENTS
Use the Navigation on the left to select your desired page. If the menu is hidden click the Navigation Toggle button.
|An overview of relevant information, recent sets, schedules and analytics.|
|Access to the Messages page which allows internal communication as well as Communication with Carriers.|
|Access to Execution functions such as: Active Routes, Closed Routes, Route Assignment and relevant Documents.|
Route Assignment – View all Routes and their current Status.
Assigned Routes – View Routes that are active.
Uploaded Documents – View Drop status, associated documents, invoicing and history.Pick-up Schedule – View Schedule, Active Appointments, Appointments needed.
Closed Routes – View Routes that have been completed.
|Update user account and settings and Manage users.|
At the top right of the screen the user has access the option to Search, Help, Full Screen mode, quickly preview relevant Notifications, access Messages and modify their Profile details.
|Site-wide searches can now be conducted to find routes that contain your search query. For example: you can enter a sales order number or into the search bar and quickly identify the route(s) that contain it. Things you can search for: Sales Order, Purchase Order, Route ID.|
|Access to support and related documentation.|
|Messaging quick access|
|Custom Filtering & Saved Views|
|Page stacked view toggle|
For all Routes that have been accepted, the Actions menu will provide relevant actions based on the current status of the route.
Example of Actions
|Example of Actions for status: Accepted||Example of Actions for status: In Progress||Example of Actions for status(es): Completed, Awaiting Documentation||Example of Actions for status(es): Completed, In Review|
Actions Button Options
|View Assignment||Displays the Current Assignment's Tender agreement.|
|Review Pick-up Appointment||Schedule Pick-up appointment or review pick-up appointment details.|
Complete Check Calls
|Complete check calls for each drop/deliver location|
|View Completed Documentation||View your invoice to the Company & documentation including POD's that have been uploaded.|
|Upload Documentation||All deliveries have been completed. Time to upload documentation.|
|Create your final invoice, including assessorial charges for submission to the Company for approval.|
|View your invoice and its status.|