MySekoAgent User Manual. Table of contents

Transcription

1 MySekoAgent User Manual Table of contents INBOUND 1. Shipments inbound to you 2 2. Recover a MAWB (Alert) Print HAWBS for your MAWB Update Appointment Status Update a POD and Charges for delivery Transfer freight to a beyond carrier OUTBOUND 1. Accept or Decline a pickup Add outbound information and demand Pickup Charges 3. Trace a shipment ADMINISTRATIVE 1. Create users for your company View Receivables 22

2 Search for shipments inbound to your station 1. Open Mawb recovery screen. This function will show everything consigned to your company. 2. You can sort by arrival date or by due date by clicking on the header column of how you want to sort: Click on heading how you prefer to sort 3. You can open the mawb so that it shows you all of the hawbs on that mawb by clicking on the mawb shown in red: 2

3 If there are multiple bills on this mawb..all will show on this screen. Recover a MAWB When freight arrives in your city and you recover from a carrier, it is important that you reflect this information in our system. This will alleviate phone calls to verify arrival as well as status of freight. You can achieve this by: 1. while in mysekoagent choose MAWB Recovery Screen 2. You can now either choose to scroll through all of the mawbs that are yet to be recovered in your city or put the mawb # that you have in the box marked Search by Mawb 3

4 Search for specific mawb Open list 3. You will then click on the mark recovered option. 4

5 4. The computer will automatically put in NOW as the recovery time. It of course is to your advantage to put in the correct recovery time and date: Then click on the Mark as Recovered bar and your have successfully recovered your shipment. Print print Note: you can also print your alert manifest and your delivery receipts from this screen in the last 2 columns. 5

6 5. You can print all hawbs for a mawb by entering the mawb number in the Print DRs by MAWB : 6. This will generate a PDF file for you that will print all DRs to your printer for that specific mawb. It will resemble this. Again, if there are multiple bills for the mawb this function will print all that are attached to the mawb. 6

7 Updating a delivery appointment SEKO Worldwide has an automated phone system for our larger accounts (Walmart, Home Depot Direct, Home Decorators Corp) that has been instituted to help with residential deliveries. This system is called IVR. Once freight arrives in your city, and the status of the mawb has been updated to On Hand Destination, the IVR will attempt to call the customer and then connect them with you in order to set up an appointment for the delivery. Once the appointment has been set, it is important for you to update the system with that appointment time so that they computer stops attempting to call the customer. Otherwise, until the pod is entered, the IVR will continue calling. The following are the steps to alleviate this situation: 1. While in mysekoagent, go to update a delivery and put in your hawb number in box marked Select by Hawb # 7

8 2. Change status to On Hand Destination Station 3. Click on the calendar next to the appointment date and choose the date 8

9 Then click on submit at the bottom of the page to save your changes. Your appointment information has successfully been updated and the IVR will discontinue trying to contact the consignee. Update a pod: 1. Go to your hawb as by either picking from list of open deliveries or choose by specific Hawb search. 2. Open the Hawb. 3. Fill in Pod name date and time: 4. Click on Update Status button and you are finished. 9

10 Update delivery Charges 1. You can update charges in the middle of the screen as you are entering the pod and then just click Submit at the bottom of the page. However, if you want to go back and enter charges later you will need to do one additional thing: while tracing for the bill under Update a delivery section, you must click on Include Delivered Shipments 2. Open your hawb and then update charges in the middle of the screen. Then click Update Charges button on that section to complete your billing. By clicking on Add Another Accessorial Charge you will get the list of accessorials that you have in our system for your profile. If you need any codes added to your tariff please frank.gryz@sekologistics.com with the code and your tariff charge for that code. Please note that updating pickup charges are handled in the same exact manner under the Update a Pickup screen. 10

11 Transfer a shipment to another carrier: 1. While logged in to mysekoagent, choose Update a transfer 2. Go to Update a delivery screen and either search for your bill on specific hawb option or in the open list of bills: specific Open list 11

12 3. You then click on the x-fer hawb option in 5 th column: this will bring up your option of beyond carriers that you will transfer to: 4. Choose the appropriate carrier, and click on next: 12

13 5. This will take you to the pro number application: please enter the transfer carrier s pro number. If the transfer agent uses the Seko bill number to bill with, it is ok to use that number. However, Seko must be able to trace by the number you enter with that carrier. Carriers pro Then click on Confirm Transfer. 6. The next step is to update your charges for this service. Now that the hawb has been transferred, from the main menu, go to Update a transfer. Enter your Seko bill number and apply appropriate charges. 13

14 Accept or Decline a Pickup 1. You can see your pickups for the day by clicking on the pickups tab under the calendar: 2. Your screen will show you all of the pickups for the day that you have not already dispatched: Note: the PRINT PU option will print your pickup for you in the same format as the delivery receipt. 14

15 3. You will then click on the hawb number to open up and accept or decline; The system default is to automatically accept. 4. If you need to decline pu because you can not handle, you will be required to enter a reason for decline and then click on submit update. 15

16 Update a pickup with charges and routing. 1. While logged in to mysekoagent choose Update a pickup 2. You can then either choose to use specific hawb or pick from the open list: SPECIFIC HAWB LIST OF OPEN PICKUPS 16

17 3. Update the following in the top section of the bill: a. confirmation of pickup b. pieces and weight if necessary c. mawb d. carrier e. charges f. update status Please note: if Seko operations agent has already supplied you with a bill number, it is not necessary to update the mawb and carrier number. It will have already been entered. 4. To enter your charges, you can either enter at the same time as the operations portion and click on the Update All button at the bottom or, you can enter them afterwards and then click on the Update Charges button. Charges section 17

18 Trace a shipment If you receive a shipment but can not determine why, you can trace the shipment under tracing to assure whether it was supposed to be destined for your station. Incase of a carrier misroute, please notify Sekom with this information so that they can assign routing to the correct destination. 1. Go to Shipment Tracking from main menu: 18

19 2. Fill in what information that you have: 3. Click on Begin Tracking. If you do not receive any results, please consult Sekom. 19

20 How to create a new user within your company When you have multiple people within your organization working on mysekoagent, it is a good idea to create user codes for each individual so that changes can be tracked. This is accomplished by: 1. From within mysekoagent, go to Account Maintenance 20

21 2. you will then click on create new user 3. Fill in the appropriate information and click on save user. The user code is now valid, and your employee may log in and see and update all of your company s issues within mysekoagent. 21

22 View your receivables 1. Choose View Payables under Agent Tools 2. This option will bring up everything that is in Seko System to pay you: you can also look up by specific bill or Invoice Date by filling out which ever prompt you wish. 22