Rate Quote and Enter an Order

Transcription

1 Rate Quote and Enter an Order Please go to: Go to Customer Login and enter your username and password in Caps Lock. It will then take you to My Armour Portal:

2 To enter a rate quote, click on Rate Quote on the Menu bar and then select your ACS or LTL account. Click on Shipper is Caller box and your pick up zone (Shipping location) and Name will automatically update. You can select your consignee from your address book and the Consignee City will automatically update.

3 If you do not have the consignee in your address book, you can search by city for the destination and change the search to Description and select the city. (Zone) Example of search: If you want to add a COD amount (Cash on Delivery) please enter the amount in the COD field

4 Add bill to details to your quote: Commodity, Pieces, Weight and Dimensions. Click on the drop-down box to get the list of commodities available, if your commodity is not listed please use MDSE (Merchandise). Add number of pieces and total weight. All dimensions are to be entered in inches. To add another item (Commodity) piece click on Add new record. Click on the arrow on the right to see other options such as number of pallets, Dangerous goods and temperature control.

5 Click on get a rate quote to get your rate. You will get a Rate quote number with your total freight charges. TAX IS NOT CALCULATED ON YOUR TOTAL CHARGES. To print your Rate quote, you can click on Rate Quote and you will have the option to print your rate quote. To create an order with the information on the rate quote, click on Create a Pick up Request. It will take you the next screen Order Entry

6 To enter a freight bill, click on Enter an Order If you are creating a pick up from your rate quote screen it will take you to the screen below. Your Site_ID will automatically be assigned to you when you sign on. Do not remove or change the Site_ID. Any alterations to the site ID may prevent your order from being picked up.

7 Click on Shipper is caller. (Caller is Third party) To select your consignee from your Address book, click on the search button.

8 When you search for one of your customers in your address books, you can type in the company name in Search For click on Search. To add a new customer to your address book, the steps to follow are at the end of the SOP. Select your Bill To: Caller, Shipper or Consginee

9 If you have a COD Amount please enter in COD Amount field. If you are creating an order from the rate quote screen the details you added will automatically update in the Details screen. Your Commodity, pieces, weight and dimensions were already added to the bill. If you are creating your order from Enter an order : Click on the drop-down box to get the list of commodities available, if your commodity is not listed please use MDSE (Merchandise). Add number of pieces and total weight. If you are creating an order from the rate quote screen the details you added will automatically update in the next screen.

10 The number of items is a required field, this will advise our dock how many print labels is required for your order. If you are not shipping a pallet, please enter the same number you entered for your number of pieces. If you are shipping pallets, your number of items would be the same as the number of pallets. All dimensions are to be entered in inches. Make sure you select Inches when you enter the dimensions. To add another item (Commodity) piece click on Add new record.

11 Click on the arrow on the right to see other options such as number of pallets, Dangerous goods and temperature control. The pick up date will always be the actual day you are doing order. Do not change the date, it will then show up in our dispatch screen. Available for pick up screen Check mark Delivery Appt Rq d if a delivery appt is required.

12 Click on Notes, to add special instructions to your bill of lading or click on Standard Shipping instructions to get the drop-down of options available. If you want to add Armour tracking label number, Bill of lading number, purchase order number or Shipper #. Click on Trace Numbers and click on Add new record. Use the drop-down to select your entry. Make sure you provide your dangerous goods paperwork with your shipment. Add the volume in Kgs and volume units for your Dangerous goods.

13 Enter the UN and the number, you will be able to search and select the UN number required. When your order is completed you have the option to a the bill of lading and send a confirmation to the caller or all (consignee would also get a copy) Save your freight bill, then complete. Save your freight bill if you want to make changes to any details, once you click complete your will then receive your confirmation .

14 Example if order is saved: Your screen will show your order Incomplete.

15 If you hold your oder, you will get this screen.

16 If you save or hold your order you will be able to make changes to your details. You can retrieve your order in the Order Summary. Once you click on Complete, you will not be able to make any changes to your order. You can search by All, Incomplete, Hold, Complete, Accepted and Rejected. To look up a previous order that is complete, change your search to Accepted and you will be able to look at your order and print a copy of the your bill of lading if required.

17 Below is an example of an order completed on your screen with your Bill Number Accepted. You will then get your system assigned freight bill number. Example:

18 Once your order is complete, it will notify the local dispatch that your order is ready for pick up. You now have the option to click on the BOL at the bottom of the page. You will see a copy of your bill of lading on the screen and you will have the option to print a copy. To print a manifest go to Customer Reports, select your ACS or LTL accounts. Click on the Shipment manifest. Select your date and click on Submit.

19 The available documents will appear. Example of Shipment Manifest. You will have the option to print the document. To print a Shipping labels, you will follow the same steps. Select your ACS or LTL account and click on Shipping Label

20 Select your date and click on Submit. You will have the same option as you had for the shipment manifest, print the document.

21 To add a customer to your address book, click on Address book. Click on + Add new record

22 Fill in the required information, company, Address, City, Province (Abbreviations only) example: NB, NS or PE. Postal code, phone, contact, and Zone (postal code). Click on Save and your entry will be saved to your address book. To edit or delete a record