Purolator Freight Online Tool Manage your Account

Transcription

1 Purolator Freight Online Tool Manage your Account Purolator Freight now allows customers to manage their accounts online View your account/statement balance View invoice details and probills Access Payment Inquiry

2 Table of Contents Key Information....Pg 3 Sample BOL..Pg 4 Sample Invoice.Pg 5 Sample Statement Pg 6 User Tools.Pg 7 Login...Pg 8 Home Page Pg 10 Account History.Pg 11 Pronumber Inquiry Pg 13 Payment Inquiry Pg 18 Shipment Detail..Pg 23 View Freight Charges, BOL & POD Images... Pg 24 Open Invoice Inquiry Pg 26 Weekly Invoice Report.Pg 29 Statement Report..Pg 32 Set up Statement Report (customized)..pg 36 2

3 Key Information A statement is a summary of all invoices or pros grouped together to form one invoice Customers can pay by statement or by pro/invoice Payment options include, cheques, visa, mastercard and amex credit cards as well as EFT (electronic funds transfer) 3

4 Sample BOL 4

5 Sample invoice 1. Remittance Address Invoice Number 3. Invoice/Ship Date 4. Mail to Address 5. Shipper Name/Address Consignee Name/Address 7. Bill Number Debtor Account Number 9. Type of Invoice (00-original, 01> revised) 10. Number of pieces 11. Number of Pallets 12. Description of Charges 13. Rate per lbs Breakdown of Charges 15. Actual Weight Billed Weight 17. Total Amount Due Breakdown of Taxes 5

6 Sample statement Mail to Address 2. Account Number of Bill To Customer 3. Statement Number 4. Statement/Invoicing Date 5. Contract Number (Not applicable) 6. Service Date of Shipment 7. Pro Number 8. Invoice Number with type of invoice 9. Destination City 10. Billed Weight 11. Total for Invoice listed 12. Total of taxes for all invoices listed 13. Total Amount Due of Invoices listed 14. Remittance Address and Contact Information

7 USER TOOLS / SCREEN NAVIGATION TIPS At any time you can use the back arrow to go back to the previous screen The following hyperlinks allow you to download the reports to excel Download Report Download Some report headings allow you to sort the selected columns (double click account headings to sort data by heading) This functionality allows access to shipments dated after August 1 st,2009 Underlined indicates you can drill down for further details 7

8 Go to Purolator Freight s website: Select Online Tools and then Login to Purolator Freight Online Figure #1 8

9 Enter the ID and password provided to you Figure #2 9

10 HOME PAGE Figure #3 10

11 Select Account History Figure #4 11

12 There are 6 options under Account History: Pronumber Inquiry Payment Inquiry Open Invoices Weekly Invoice Report Statement Report Setup Statement Report (customized statement report) 12

13 PRONUMBER INQUIRY Pronumber Inquiry displays information about an invoice Select Pronumber Inquiry The Accounts Receivable Pronumber Inquiry screen is displayed Figure #5 13

14 Enter your Pronumber in the box provided and select "Submit" Figure #6 14

15 The Accounts Receivable Pronumber Inquiry screen is displayed This screen gives the Pronumber, Billing date, Due Date, Original Amount and Balance Amount Figure #7 15

16 Selecting a pronumber on the screen, takes you to the Probill Balance and Payment Detail screen This screen provides details of the charges associated with the invoice This section shows the invoice cycle *original invoice, credits, rebills and payments if applicable * Figure #8a 16

17 The section below corresponds with the hard copy invoice that you receive Figure #8b You can also see the status of the shipment 17

18 Payment Inquiry The payment inquiry screen allows you to view any payments that have been made and view the invoices the payment was applied against Select "Payment Inquiry" The AR Payment Inquiry screen is displayed Enter a date range Figure #9 18

19 Cheques received within that range will be displayed Figure #10 Underline indicates further drill down Accepted methods of payment are: EFT (wire transfers), credit cards and cheques Select the Doc/Cheque Number 19

20 Check Payment Inquiry is shown which displays the details of the payment Figure #11 Underline indicates further drill down 20

21 Selecting a Pronumber/ Reference No will display the Shipment Detail Screen shown below Select Contact Customer Service to view the customer service contact details; option #4 in phone directory directs you to Accounts Receivable Department Contact Us currently not available Figure #12 21

22 The Shipment Details Screen has three View Options: View Freight Charges View BOL Image View POD Image 22

23 View Freight Charges Displays the Purolator Freight Bill Information screen Figure #13 23

24 View BOL Image Figure #14 Displays an image of the actual Bill of Lading 24

25 View POD Image Displays an image of the delivery receipt Figure #15 25

26 OPEN INVOICES The open invoices screen displays any unpaid invoices Selecting "Open Invoices" takes you to the AR Open Invoices Inquiry screen Enter the date range of your required search and select Submit Query to go to the Open Invoices Inquiry screen Note: This does not indicate the outstanding balance due on your account as any transactions prior to August 1 st, 2009 are not included Please call Purolator Freight Accounts Receivable for open invoices prior to August 1 st, Figure #16 26

27 The Open Invoices Inquiry screen displays all open (outstanding invoices within the date range requested) invoices and the balances that are due Figure #17 27

28 1. Selecting a Pronumber on the Open Invoices Inquiry screen takes you to the shipment detail screen (See fig. 12 page 21) 2. Selecting a Pin Number takes you to Purolator Freight Information screen (See fig.13 page 23) 3. Selecting Balance Amount takes you to the Probill Balance and Payment Detail screen (See fig. 8a & b page 16 & 17) Figure #18 Note: Underline indicates you can drill down further 28

29 WEEKLY INVOICE REPORT The Weekly Invoice Report displays a list of the invoices in a selected date range Enter the required date range and select Show Report. Figure #19 Invoicing is typically done every Wednesday. This report is based On invoice/statement date 29

30 A listing of the weekly invoices within the date range (by the statement date) will be displayed Details related to the shipment/charges are displayed on the report Totals of the charges are displayed at the bottom of the report This report highlights the breakdown of the invoice charges including the type of accessorials charged for 30

31 Selecting the invoice number (pro#) will display the Probill Balance and Payment Detail screen (See fig. 8a & b page 16 & 17) Selecting the word Pro# will display the Shipment Detail Screen (See fig.12 page 21) Figure #21 31

32 STATEMENT REPORT The statement report shows a list of your account s statements and their charges Enter a date range and select Show Report Figure #22 32

33 A listing of statements within the date range requested will be displayed Selecting a statement number will display the Statement Detail Report screen Figure #23 33

34 The Statement Detail Report screen displays a detail of all invoices within the selected statement The Past Due Balance, Current Due Balance & Total Due Balance of those invoices will also displayed Figure #24 The charges on the pros can change, so please refer back to this pro again to see the impact. Click on the pro number to get details of shipment 34

35 Preliminary Charges - Rates subject to audit is a pro that is being reviewed after it has been posted and mailed Figure #25 35

36 SET UP STATEMENT REPORTS This menu option allows you to customize your Statement Report Choose the fields from the available list and select Save as New Report Figure #26 36

37 A box will appear for you to save the report name. Enter the name of your report and select Ok Figure #27 37

38 A screen will be displayed showing that your report settings have been saved Figure #28 38

39 Select your saved report using the drop down arrow in Saved Report and then click on Run Statement Report Figure #29 39

40 Selecting Run Statement Report will display the Statement Report screen. Enter the required date range and select Show Report Figure #30 40

41 The Statement Report screen will be different from the original Statement Report screen (See fig. 23 page 33). The Reports column will now have a drop down arrow where you can select your saved customized report. You can save more than one version of your customized statement report. Select the drop down arrow and select your customized report Figure #31 Figure #32 41

42 Here is a statement with a different view than the default report Figure #33 42