BrokerWare Training Manual
Training Class Outline
General Information
- Implementation Dates
- Security
- Do NOT share your login information
- Change your password
- Click Reload id a page is not available
- Close ALL Browsers and re-login
- Navigation
- Drop down menus - Dynamic menus
- Home page / Home button
- Structure
- Customer - Finding, Profile page
- Shipment - Finding, Profile page
- Working in groups
Operations
- Customers
- Finding Customers
- Add Customers
- Coupon Codes
- Address Book
- Product Catalog
- Profile
- Pricing Tools
- Least Cost Routing (Single Rate Calculator)
- Mileage Calculator
- Density Calculator
- Fast Class
- Working with Shipments
- Finding Shipments
- Entering Shipment Information
- Selecting a Carrier
- Changing Price
- Adding Accessorial Charges
- Adding multiple Carriers
- Selecting Volume Carriers
- Sending Documents – BOL, Dispatch, Quote, invoice
- Shipment Notes
- Shipment Flow
- Customer Entered Orders
- Pending Quotes
- Pending Dispatch
- Pending Pickups
- Incomplete Shipments
- View Carrier Information
Operations Manager
- Create / View Carriers
- Transit Regions and Service Types
- Tariff List and tariff creation
- Carrier insurance
- Fuel Surcharge
Quality Assurance
- Shipments In Transit
- Hot Shipments
- Shipment Color Coding
- Shipment Notes
- Confirm Receivables – Generate Invoice
- Carrier Charges
- Customer Charges
- Changing Price
- Adding Accessorial Charges
- Adding multiple Carriers
- EDI
Admin
- Add and View Staff (Employee or Staff)
- Security – Level of access
- Create Groups –Sales Rep
- Coupon Codes
- Reports
- Transaction Report
- Report Builder
- Accounting Reports
- Accessorial Charges
Accounting
- Shipment Charges – Charge Summary
- Changing Price
- Adding Accessorial Charges
- Adding Multiple Carriers
- Accounts Receivable
- Create invoices
- Printing invoices
- Collections Summary
- Collections Report (Aging)
- Customer Credit
- Create Credit Profiles
- Credit Summary Report
- Report Variations
- Shipments Over Credit
- Accounts Payable
- Receive Payables (Carrier Pro Numbers)
- Standard invoice Report
- Accrual invoice Report
Accounting Manager
- Commissions
- Adding Sales Reps to Shipments
- View and Change Commissions
- Approve Commissions
- Approve Modified Commissions
- Change Shipment Charges
- After AR invoice generated
- After AP received
Sales
- Customer List
- Shipment Summary, Search Shipments
- Sales Summary
- Pricing Tools
- Least Cost Routing (Single Rate Calculator)
- Mileage Calculator
- Density Calculator
- Fast Class
- Customers
- Coupon Codes
- Address Book
- Product Catalog
- Profile
- Customer Logins
- Reports
- Commission Report
- Commissions Paid, Approved
- Customer Aging
- Transaction report
Customer Section
- Create Shipments
- Create Quotes
- Track Shipments
- Review Shipments
- Print Documents (Invoice, BOL, Quote)
- Account Statement
- Modify information – Addresses, Products, Credit, Logins