Procedure: Rate Quote or New Order

Transcription

1 Subject: This work instruction describes rate quote or new order process. Equipment: 1) Computer loaded with TMW PowerSuite 2) Secure User Name and Password General Requirements: This process is part of the daily routine of 1.20 Rate Quote-Order Entry-Dispatch See Standardized Work Instruction WI Rate Quote-Order Entry-Dispatch See Standardized Work Instructions WI Access TMW PowerSuite Special Requirements: 1. Access TWM Visual Dispatch module from desk top. (See Standardized Work Instructions WI Access TMW PowerSuite) 2. Select Dispatch. 3. Select Expedited Planning Worksheet from drop down list. 4. Click OK Dispatch Live screen appears. Page 1 of 5 Printed: 6/12/2007

2 5. Press F5 key. a. System will bring up highlighted order. 6. Press Ctrl N keys to access new order entry window. 7. In order to provide a Quote you need to enter at least the following information: a. Origin City/Origin State (You may enter actual shipper name & address if known. See Standardized Work Instruction WI Complete-Update Order) b. Destination City/Destination State (You may enter actual consignee name & address if known. See Standardized Work Instruction WI Complete-Update Order) c. Pieces, Weight and Dimensions of freight OR enter type of equipment customer is ordering in the Description field. d. Pick up date and time. i. Provided by customer OR press F4 to populate with current date and time. e. Delivery date and time. i. Requested date and time by customer or estimated by dispatcher. f. Enter Bill To Company: i. Type first few characters of company name. ii. TAB key (If customer is requesting a specific vehicle type and did not provide pieces, weight and dimensions, a pop up window appears indicating You must enter quantity, weight, and dimensions. This is necessary for the Optimizer program. Click OK. ) iii. Type first few characters of company city. iv. Enter. v. Highlight correct Bill To. If none located see Step 5 of Standardized Work Instruction WI Complete-Update Order to add new company. vi. Enter (If customer is requesting a specific vehicle type and did not provide pieces, weight and dimensions, a pop up window appears indicating You must enter quantity, weight, and dimensions. This is necessary for the Optimizer program. Click OK. ) Page 2 of 5 Printed: 6/12/2007

3 g. Equipment Type Choose one of the following options: i. Manually select Equipment Type from drop down box. ii. Allow TMW to utilize Optimizer program and choose Equipment Type based on pieces, weight and dimensions provided by customer. 8. Enter Notes* regarding load such as: a. Hazardous Material b. Contact name and phone number c. Shipper contact name and phone number d. HOT LOAD * Notes entered in this field will be sent to the driver at time of dispatch. 9. Click on Compute. Page 3 of 5 Printed: 6/12/2007

4 10. Rate appears based on customer tariff if applicable or CTX general tariff if the customer does not have an existing contract. 11. Click Save. a. Order changes to Read Only and cannot be edited. See Standard Work Instruction WI Complete- Update Order to make and updates/changes. b. Order appears in Dispatch Live as NEW Status. 12. Quote rate to customer. 13. Inform customer CTX order number. (With a secure Login ID and Password, this information is now available for the customer to view and track via the CTX website.) 14. If customer faxes Confirmation sheet: a. Review and verify all shipment information such as pieces, weight, shipper, consignee and rate according to quote provided. b. Correct? If no, proceed to step 14 c. i. Sign ii. Fax back to Customer iii. Place confirmation sheet in tray on Operation Manager s desk c. Contact customer with discrepancy and return to beginning of Step 14. Page 4 of 5 Printed: 6/12/2007

5 I acknowledge that I have read, been trained on, and fully understand the above work instructions and will follow them at all times unless otherwise instructed by my supervisor. Employee Name (Print) Employee Signature Supervisor Signature Date Date Page 5 of 5 Printed: 6/12/2007