ONLINE USER GUIDE V1.0

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1 Online User Guide

2 Table of Contents The New Followmont Online... 2 Registration... 2 Logging in... 6 Search... 6 Search by Reference Number... 7 Search by Consignment Note... 8 Search by Pick Up Date... 8 Search by Bill #... 8 Search by Billing Account... 8 Rate Quote... 8 Address Book Enter an Order Contacts Billing Account(s) Third Party Billing Account Sender Receiver Details Notes Trace Numbers Dangerous Goods Accessorial Charges Finalise Consignment Hold & Complete Order Summary Customer Reports Consignment Note Shipping Labels- A4/Thermal Shipping Manifest Dangerous Goods Transport Document... 20

3 The New Followmont Online From the 20 th of February 2017, Followmont Transport will have a new online order engine, replacing the current esmart functionality. Prior to this go-live, a registration window will be open, to allow you to create all of your users. You will be sent a User Access Code for your company. To setup your username and password you need this User Access Code. If you do not know it or did not receive one, please ring Followmont IT Support on Registration To create an online user you will need to register at for Followmont Online. The following steps outline this process Navigate to You will see the page below, click Register

4 The following form will be loaded and needs to be completed

5 Complete the form using your company address details as follows To create your username and password, we suggest you use your firstname.lastname as below and input the User Access Code that you were provided by Followmont via . You may register as many users as required by repeating the below steps. Click on Submit and you will see the following message

6 Click on OK and the page will refresh to the Login screen

7 Logging in From the menu bar, choose the Login option The Login screen will appear, enter your Username and Password Click Login, and the page will refresh with the below headings The functionality for each menu item is listed below Menu Search Enter an Order Order Summary Rate Quote Address Book Customer Reports Function Search for a consignment created under your account Create a new consignment Shows a list of consignments created under your account Allows you to quote a freight movement Contains all your sender/receiver details Print your documents such as labels, consignments, manifests from Search This screen allows you to search for a previously created consignment. You can search by a number of different references or parameters. You do NOT need to fill out every field, only the fields pertaining to your search. Once you have completed your search you may print out your results using the below buttons

8 Search by Reference Number These top fields allow you to search via a number of different references by filling out Search By o Consignment Note - Customer created consignment i.e. consignments created outside of Followmont Online o Senders Reference - Sender Reference provided at time of consignment creation i.e. Followmont Online, Manual Connote and Electronic file transfer o Bill Number - The Followmont Online booking reference o Item(s) Reference - Item Reference provided at time of consignment creation i.e. Followmont Online, Manual Connote and Electronic file transfer Search Style o Starts With this will look at the beginning of the reference, very useful if you don t have the exact reference o Exact use this if you have the exact reference and don t need a wider search Search Value o Reference being search Select one of the types from this list. You may then choose Search Style s. Fill out the reference fields and then select the button to run your search as below All available results will then populate the grid. To open an individual consignment, click on the Bill # hyperlink (orange) and the consignment will open on the screen. From here you can view or print the document.

9 Search by Consignment Note If you have your consignment note number, you can do a direct search in the Consignment Note field Search by Pick Up Date You may also search for consignments by the date of pick up by filling out the Pick Up Date field. Ensure that you have a start and end date to avoid long search times. The date format is YYYY-MM-DD Search by Bill # If you have created your booking with Followmont Online, you will have received a Bill # at the completion of your booking process. You can search for this number by using the below field. Search by Billing Account If you have multiple accounts you can search by your account number. This is the Truckmate account number that appears on your invoice. NOTE: The more fields you populate, the narrower your search results will be. Try broad searches first! Rate Quote To obtain a costing for your freight movement, you may use the Rate Quote screen to do a simple quote. To obtain a quote, simply fill out the form below

10 Each rating zone within Followmont has a zone designation, to find the zone designation or Zone ID for your quote, simply click on the magnifying glass in the Zone field The following screen will appear, you can search by Code the Zone ID code Description Suburb Ensuring you use CAPITAL LETTERS, fill out the Search For field and choose whether to Search By Code or Description and click the Zone box.. You will get any applicable results, double click on the Zone you need and it will populate in

11 Fill out your Start Zone and End Zone in the Client Info area. Once this is done, fill out your freight details in the Details area Details Fields Commodity Description DG Pieces Piece Weight Length Width Height For the majority of clients this will be GEN (General Freight). All available commodities are listed in this area This should be a short and concise description of the goods you are sending Select if you are shipping Dangerous Goods to ensure your quote includes all charges The number of items you are sending with the same Weight, Length, Width and Height The weight of each item in kilograms The length of the item(s) in centimetres The width of the item(s) in centimetres The height of the item(s) in centimetres Should your quote require an accessorial service such as those listed below, you can add them to your quote using the Accessorial Charges area The more accurately you complete these sections, the more accurate your quote will be. Once you have completed form, select and your Rate Quote will populate on the screen

12 This quote is also saved for you and can be found under the Rate Quote History area at the top of the Rate Quote page Address Book The Address Book allows you to store your client s details so you can recall them when creating freight bookings. You can create or view Address Book entries from this screen. To edit a current entry, click on the next to the entry you would like to change, an Update screen will then appear, and you can make the relevant changes and then click. To create a new address book entry click on the button. Fill out the below form

13 To finalise your entry, click Save. Enter an Order This screen is where you will create your online consignments. Contacts This section of the screen allows you to enter the relevant shipping parties. Remember to always use CAPTIAL LETTERS.

14 Billing Account(s) If you have more than 1 company, you can choose your company from the drop down list. Once selected this will populate all of the Billing account fields. The address provided to Followmont as your billing address will populate. The company selected will be invoiced for the freight. Third Party Billing Account Once you have selected the Billing Account, should you wish to nominate a third party to be invoiced for the freight, you may enter the third party s Truckmate account code into the Third Party Billing Account field. Nominating a third party to pay is subject to the Followmont Transport Terms & Conditions Sender This is the Consignor/Shipper address. If the Sender address is the same as the chosen billing account, you may select the Sender same as Billing tick box, this will then populate the Sender fields with the same information as the Billing account. If the billing account is not the same as the sender information, you may enter a saved address from your address book by clicking. If you do not have a saved address for the shipper, complete the fields below

15 Fill out the Company field, once you tab, you will be prompted to create the shipper in your address book If you click OK, you will be taken into the address book to complete the creation of the Sender. If you click Cancel you can continue entering the rest of the fields and they will not be saved. Ensure your Zone matches the suburb you are shipping from. Receiver This is the Consignee/Receiver address. If the Receiver address is the same as the chosen billing account, you may select the Receiver same as Billing tick box, this will then populate the Receiver fields with the same information as the Billing account. If the billing account is not the same as the receiver information, you may enter a saved address from your address book by clicking. If you do not have a saved address for the receiver, complete the fields below

16 Fill out the Company field, once you tab, you will be prompted to create the shipper in your address book If you click OK, you will be taken into the address book to complete the creation of the Receiver. If you click Cancel you can continue entering the rest of the fields and they will not be saved. Ensure your Zone matches the suburb you are shipping from. Details The Details area is where you enter your freight details. You may enter as many items as you require, however a new line of freight is required for each different type of commodity and when items of the same commodity have different dimensions.

17 A summary of the fields are listed below Field Mandatory Summary Freight Type Yes For the majority of clients this will be GEN (General Freight). All available commodities are listed in this area Description Yes This should be a short and concise description of the goods you are sending Pieces The number of items you are sending with the same Weight, Length, Width and Height Piece Weight Yes The weight of each item in kilograms Length Yes The length of the item(s) in centimetres Width Yes The width of the item(s) in centimetres Height Yes The height of the item(s) in centimetres Foodstuffs No Check this box to confirm if your freight contains food. This will appear on the connote DG No Check this box to confirm if your freight contains dangerous goods. This will appear on the connote and add the applicable DG charge Item(s) No Reference Cube n/a This is an information only field Weight n/a This is an information only field This field is used to populate any reference you would like to assign to your freight line Once you have completed your freight line click the button. To create a new freight line click on the button. To remove a freight line click the button. Notes This is the special instructions field, please ONLY enter special instructions in this field, do not use this for billing or reference notes. Trace Numbers This field allows you to add any reference numbers into your consignment. You can choose from Senders Reference or Purchase Order. Click, you can then select your reference number in the Trace Type field. Enter your reference number in the Trace Number field and click. Dangerous Goods If you have selected the DG box in the Detail section, you may add your Dangerous Goods details to this section of the screen. When these are provided you are then able to print your DG Shipping Document from Followmont Online. If you do not provide this information, the standard Dangerous Goods documentation must be provided at pickup as per To add in your Dangerous Goods details you can search directly by UN code. In the box below enter your UN number ensuring you prefix it with UN. Click on the and the UN Number Lookup scree will appear as below.

18 If the UN number you have entered is correct, it will appear in the list. If the UN number is incorrect, you can search for your UN code by the list of fields in the Search By drop down To add that the details your consignment, click on the orange UNxxxx hyperlink and the following fields will be autopopulated for you UN Number Shipping Name Class Sub-Risk Compat Group Packing Group You will need to fill out the following fields, this information will then generate on the DG Shipping Document Mass = the number of units of DG goods you are shipping Mass Units = the type of units of DG goods you are shipping Containers = the number of containers you are shipping that contain DG Container Type = a three digit description of the type of containers you re shipping in e.g. CTN, IBU, PLT Please see an example DG line below Ensure that you complete a line for each type of DG in your consignment.

19 Accessorial Charges If you need to add an extra service to your consignment, you may select from the service below Finalise Consignment Once you are happy with all of the data entered into your consignment, click on the button. This will save your order and take you to the Order Summary screen where you will see a list of your saved consignments. Hold & Complete To ensure our clients have the flexibility required for their business, Followmont Online allows you to place your consignments on hold. These consignments are editable from the Order Summary screen and may by changed as many times as required. Once a consignment is marked as Complete, you will not be able to edit it any further and will need to contact our IT Support team on to cancel the consignment. Order Summary This screen shows a list of all connotes created against your accounts. This will automatically sort by Hold status, this will allow you to see everything that has been saved and is waiting to be completed for pickup. You may change the sort by selecting a different option from the Status drop down To complete your order for the day, select each order you would like to complete. Once you have all of your orders selected, click on the button. This will finalise all of your selected consignments, ready for pickup. If you need to delete a saved order that has NOT been completed, simply select the order and click on the button. If your order has been completed please contact IT Support on (07) or support@followmont.com.au to cancel your consignment.

20 Customer Reports Once you have completed your consignments, you will be able to print 4 different documents from the Customer Reports screen. Simply choose the account from the drop down Billing Account(s) menu then click on the name of the Available Report. Consignment Note This report allows you to print out a range of consignment note documents based on the pickup date range. Simply fill out the START DATE and END DATE and click on. All the consignments for the date range and company selected will then appear on your screen and you can print them to your local printer. Shipping Labels- A4/Thermal These reports allow you to print out a range of labels, either in A4 format for standard office printers, or Thermal format for A5 thermal labels (6 x4 ) based on the pickup date range. Simply fill out the START DATE and END DATE and click on. All the labels for the date range and company selected will then appear on your screen and you can print them to your local printer. Shipping Manifest This report allows you to print out a list of the consignments you are shipping based on the pickup date range. Simply fill out the START DATE and END DATE and click on company selected will be listed on the document on your screen.. All the consignments for the date range and d

21 Dangerous Goods Transport Document This report allows you to print out the Dangerous Goods Transport Document required to travel with your freight when shipping DG. Simply fill out the START DATE and END DATE and click on consignment in that date range contain DG will be created.. A document for each