Shipment Process

This page will provide a brief overview of the shipment process. Included are all the steps to bring a shipment from creation to completion.

Diagram

Description

Choose Customer

This is done by using the Customer List or Search Customer page.

Create Shipment

Creating a shipment is done using the quote page or the schedule shipment page. Both pages can be used to enter quotes or book orders. Customers are able to enter orders.

Select Carrier

The carrier selection process can be done using the Least Cost Routing or the Select Other Carriers (Select Volume) Page. The Least Cost Routing carrier selection allows the carrier to be selected based on the configuration of the carrier profile and tariff. The Select Other Carrier Selection Page allows you to search for all carriers based on specific criteria, including past shipments, locations and the load posting boards.

Confirm Pickup

Confirming pickups is done from the Operations menu using the Confirm Pickups menus. Customers are able to confirm pickups and enter pro numbers. EDI can also be used.

Track

Tracking shipments is done using the Shipments in transit menus located in the QA section. Shipments can be sorted and filtered based on different criteria. EDI can also be used to trace shipments.

Confirm Delivery

Confirming the delivery of a shipment is done using the shipments in transit menus located in the QA section. Shipments can be sorted and filtered based on different criteria. EDI can also be used to confirm deliveries.

Confirm Charges and Invoice

Confirming charges and invoice is designed to verify information is correct before creating the AR (Customer) invoice. This option is found in the QA section. A shipment can be invoiced as soon as the pickup has been confirmed. EDI can be used to confirm charges.

Confirm AP

Confirming the payable invoice should happen when the carrier sends the actual invoice. When this happens the Accrual is removed and a Payable is created. This is done using the Receive Payables links in the Accounting section. A payable cannot be created until after the AR invoice has been created. EDI can also be used to receive payables.

Pay AP Invoice

Paying AP invoices is done in the Accounting Application (QuickBooks and MAS). This is done in the Check printing part of the application.

Receive Cash

Cash is received in the Accounting Application (QuickBooks and MAS). This is done in the Receivables part of the application.

Audit Commission

Auditing commissions is done after the AR payment has been received. This is done using the Audit Commission links in the Accounting section. When this is complete a Payable invoice for the sales rep is created.

Pay Commission

Paying commissions is the same process as paying Payable invoices. This is done in the Accounting Application (QuickBooks and MAS).

NOTES ABOUT EDI:

EDI is used to assist in the process above. If EDI records are not received for shipments the shipment will not move forward to the next step in the process. It is common for a carrier not to send EDI for some shipments. It is highly recommended that each of the steps above is watched by the appropriate staff member.

GENERAL NOTES:

Each of the steps above has multiple ways to accomplish the task. For example the shipment detail page can be used to complete every step (outside accounting) in the shipment process. Also the pages listed above usually can have multiple shipments selected and processed at once. This can help make a specific step in the process very fast.