Storage Management- Best Practices

Transcription

1 Storage Management- Best Practices Utilize the below tools to help track and trace and schedule delivery appointments. Storage Schedule: Items to cover: Storage Schedule Tips for Success Creating and Scheduling Reports Setting Delivery Appointments Chargeable Item Charge Equipment Storage at Rail Terminal Equipment Storage at Rail Terminal; UP LATC, UP Los Angeles, UP Global 2 (domestic only), UP Portland (Brooklyn), UP Port Laredo (domestic only), CP Minneapolis, CSX Miami, CSX Worchester, FEC Miami and FEC Titusville Day of notification plus two free days, then: Day of notification plus one free days, then: Equipment Storage at the Below Terminals will not consider Sunday as an exempt day: LATC, Los Angeles,, Global 2, DIT, Kansas City, Portland (Brooklyn), Port Laredo Days 1-5 $100 per day Days 6+ $200 per day Days 1-5 $100 per day Days 6+ $200 per day Tips for Success: Set appointment prior to notification with 48 hours notice Create reports and notifications to track and trace loads continuously Keep in mind ETAs to grounding and notification are projections and will change throughout transit Five ramps with only 1 free day of storage CP Minneapolis, CSX, Miami, CSX Worchester, FEC Miami and FEC Titusville Utilize the storage matrix online for help calculating charges Follow the below path on shipstreamline.com: Customers>Accessorial Schedule>Select PDF>Page 3 Note weekends are not always free Ensure your delivery appointment and accessorial contacts are up to date Please note: Adherence to best practices does not absolve customer of storage charges incurred. 1

2 Scheduled Reports: Page 2 Reports help customers keep track of their shipment and can be customized to fit their individual needs. Utilize reports to track and trace your shipments, or schedule and export them for daily use. Utilize established template reports or create a new report to track trace and manage loads Create a customized report: From the Track My Shipments Tab, use the Search Builder (to the right of the search box) to create your report Create the search using available criteria in the Search Builder. After adding all criteria, select Search Once report is created and ran, select Save Report Scheduling a report: After selecting the desired report from the pull-down, select Schedule Report on the bottom of the screen Report can be scheduled at desired dates and times, once criteria has been filled out, select Save Deliveries/Storage Management Report: This report can be utilized to identify what loads need delivery appointments, are in danger of accruing storage and are already accruing storage MNO ABC Co ABC Co If ETA exceeds delivery appointment a transit delay is likely and the load may ABC need Co. to be rescheduled ABCD123 XYZ If delivery appointment exceeds last free day, storage charges are likely. Blank delivery appointment columns indicate an appointment is not set in Streamline s system After last Free day has occurred, Accumulated Storage will begin to calculate.

3 Page 3 Notifications are set up within Shipment Management to provide customer updates with desired load information via or text message to either an individual or group. Create a query or use a template report : Notifications can be created on a load by load basis OR for an entire book of business via a report Use the Search Builder (to the right of the search box) to create your query Display and sorting will show you available columns of information Create the search using available criteria in the Search Builder. After adding all criteria, select Search Create a Notification: Notifications can be done at the load level or for the entire report. For an individual load Select the cog icon next to the shipment ID. New Columns have been created to help identify last free day and loads with storage. Select using the Display & Sorting field ABC007 $100 01/29/ :00 01/29/ :00 XYZ546 To set notifications for an entire report, select the Create Notification button at the bottom of the report Input required field, selecting which events and delivery format for the notification Multiple s and text messages can be sent to users by adding additional contacts Notification can be disabled by selecting the Deactivate Notification

4 Setting Delivery Appointments: Customer to Set Set via Shipment Management and displays estimated accumulated storage charge based on current ETG or actual notification. Page 4 Use the pre-set Delivery Appointment Needed report to search for loads to set delivery appointments Click the gear icon next to your Shipment ID Then click on the Set Delivery Appointment option Select the type of Appointment to set: At, On, By or Between Choose your date or scroll to a different date, Estimated Accumulated Storage will display for the date selected Estimated Accumulated Storage Charge $0.00 $0.00 $0.00 $ $ $ $ Select time for delivery by choosing an exact time or time range It is possible to set an appointment where Streamline shows No Capacity will filter these requests to Operations for review. Upon approval or rejection, an will be sent to the delivery appointment contact. Once you have saved your appointment, you Will receive a Success or Error notification

5 Page 5 Storage Management- Best Practices Now you are ready to manage your freight for potential/applicable storage utilizing the following tools: Scheduled Reports Setting Delivery Appointments For additional information regarding these or other Streamline tools, please contact your Streamline Sales Representative: or quoteline@up.com 5