NOTE: With this being a Web Based Application use the TAB key or your Mouse to move between fields, do NOT hit ENTER.

Transcription

1 LTL Online Least Cost Routing Application Go to Services Logistics Services TranSaver TranSaver FreitWeb 3.0 Log in Screen will open Enter your User name and Password (Case Sensitive) Fields containing an * are Mandatory Entry Fields. NOTE: With this being a Web Based Application use the TAB key or your Mouse to move between fields, do NOT hit ENTER. P a g e 1

2 Optional: Choose the appropriate template to load, if specific templates have not been created, choose BASE template and click on Load Template. It is not necessary to choose a template. Support If you are having issues and are not able to get a rate result page, click on the Support link at the top of the first page. An screen will appear. Make sure to include the information requested in the body of the message. P a g e 2

3 Enter Basic Information Step 1: Step 2: Step 3: Enter Division if you know it, this field is not mandatory Enter Location if you know it, this field is not mandatory You have the option of entering individual carrier SCAC codes If you are entering individual SCAC codes, enter the CT SCAC code for the carrier you want, if you know which carrier you want the rates for. Multiple CT SCAC codes can be entered separated by commas. Go to Step 4 and choose the correct carrier list. If you are a TranSaver client, you should use the carrier list TRNSVR OR Step 4: Choose the carrier list you want from the drop down box, TranSaver customers should choose TRNSVR If you want to create a carrier list, contact your CT Representative advise them of the carriers you want included in the list and what you want the list called. CT will create the carrier list for you. (Internal note: first six characters of carrier list name must be client mnemonic.) P a g e 3

4 Step 5: Enter Ship Date, system will automatically fill in today s date. If using this application to create your bill of lading, make sure to enter the accurate ship date. Calendar will appear by clicking in the box, click on the appropriate date. To change the month, click on the arrow to the right of name of the current month until you find the appropriate month for the shipment. Step 6: Step 7: Step 8: Enter your bill of lading number. If you are using this application to create your bill of lading, make sure to enter the correct bill of lading number. Data entered is not retained for future use. Enter your Order number (purchase order number, order number, customer order number, PO number) Choose the correct terms from the drop down box. Step 9: Client Mode (enter if valid for the shipment) Step 10: Client Carrier Code (enter if valid for the shipment) Step 11: Third Party (click in the box only if valid for the shipment), making CT Logistics as the Bill To does not make the shipment third party. Step 12: Round Trip (click in the box only if valid for the shipment) Step 13: Full Visible Capacity (click in the box only if valid for the shipment) Step 14: Enter Joint Line (Click with mouse only if valid) P a g e 4

5 Equipment Information Step 1: Step 2: Step 3: Enter the Equipment Initials (if valid for shipment) Enter Equipment Number (if valid for shipment) Enter Equipment Type (if valid for shipment) Special Instructions Enter any special requirements for the shipment (i.e. do not double stack, Liftgate, notify, contact information), press enter key to get this information to print on bill of lading. It is mandatory that all accessorials are entered in this field if you are creating a bill of lading. Press Enter after each entry for the information to print on the bill of lading. Do not enter charges in this box. P a g e 5

6 Geography Information Step 1: Enter Shipper Code (Only if Valid. If you enter a valid Shipper Code, the rest of the geography information will fill in for you.) Under Server Information (right side of page), click on the location and the rest of the information will fill in P a g e 6

7 If there is a location code to use, and the data populates on the screen, go to Step 8. If you do not have location codes to use, go to Step 2. Step 2: Step 3: Step 4: Step 5: Step 6: Enter Shipper Name If you are not creating a bill of lading, you do not need to change the Default information. Enter Shipper Address If you are not creating a bill of lading, you do not need to change the Default information. Enter Shipper Address 2 (Only if Valid) Enter Shipper City this field must contain valid information to rate properly Enter Shipper State this field must contain valid information to rate properly (An options link is provided for Shipper City, State and Zip) You can click on this link and it will fill in the rest of your geography for you. Step 7: Step 8: Verify your Zip Code. Enter Consignee Code (Only if Valid. If you enter a valid Shipper Code, the rest of the geography information will fill in) Step 9: Enter Consignee Name - If you are not creating a bill of lading, you do not need to change the Default information. Step 10: Enter Consignee Address - If you are not creating a bill of lading, you do not need to change the Default information. Step 11: Enter Consignee Address 2 (Only if Valid) Step 12: Enter Consignee City - this field must contain valid information to rate properly Step 13: Enter Consignee State - this field must contain valid information to rate properly P a g e 7

8 (An options link is provided for Consignee City, State and Zip) You can click on this link and it will fill in the rest of your geography for you. Step 14: Verify your Zip Code. Follow the same Geography Steps for your Third Party information if valid. TranSaver customers should follow the instructions below: Step 1: Name enter CT Logistics % Customer Name Step 2: Step 3: Step 4: Address enter P O Box City enter Middleburg Heights State enter OH, press tab key. Server will bring up valid choices, choose the correct zip code You can click on this link and it will fill in the rest of your geography for you. P a g e 8

9 Stop Off Information (Used mainly on Truckload Shipments) If your invoice has stop off information you will need to add each stop as listed. Step 1: Click on the Edit Stop button Step 2: Enter in your Valid Stop Off Information. You can also click on the Validate Geography button and enter your stop off City, State, and Zip. This will then look up the information for you. Step 3: Step 4: You can then click the city link and it will validate your stop off information. Similar to when you entered your Geography Information Scroll to the right and Click on the SAVE button. Step 5: If you have multiple stops click on the Add Stop button and follow the same steps. P a g e 9

10 Accessorial Information Step 1: Click on the Edit Accessorial button Step 2: Enter your Accessorial Code If you are unsure of the Accessorial Code you can click the Lookup Accessorial button and a second window will open. Simply click your Code and it will automatically fill in for you. TranSaver customers should have received a list of valid accessorial codes to use to get the correct rate record. Step 3: Step 4: Step 5: Step 6: Enter your Accessorial Charge, Format is *.** If you enter a charge, the rate pulled will use the amount entered; if you leave the charge blank, the actual rated amount for the accessorial will be pulled. TranSaver customers should not enter a charge for accessorials. Enter any Miscellaneous Information (this would be for example Detention 5 hours) Scroll to the right and click the SAVE button If you have multiple Accessorial Codes click on the Add Accessorial button and follow the same steps. P a g e 10

11 Commodity Information Step1: Click on Edit Commodity Button Step 2: Enter your Commodity Description In many cases you may not know what Code or Class you are using and this is where you would go to the Look up Commodity Button. For Example: if you enter CAN in the Description Field with your mouse click on Lookup Commodity. A second window will open. With you mouse, click next to the word CAN and hit ENTER. The default is set to Inbound, if shipment is outbound make sure to change this field to Outbound. P a g e 11

12 If you manually enter the class as 77.5, you will receive an error message Enter only the whole number, do not enter the decimal or numbers after the decimal point. Step 3: Click on the NMFC code in red. Once you choose which code you want to use, it will populate the Code and Class automatically. If you are just getting a rate (not creating a bill of lading), you may use the default of (six 9s) in the code field. Entering more than 5 commodities on one bill of lading will cause the bill of lading to print on multiple pages. P a g e 12

13 Step 4: The UOM drop down box can also be utilized. There are many options to choose from if you are shipping pallets or cartons. If these do not matter to you, you can leave as is. Step 5: Step 6: Step 7: Step 8: Step 9: The Shipping Unit field is a Mandatory field; use the drop down box to choose the appropriate shipping unit. Enter your Units. This would be how many pieces, pallets, boxes, etc. you are shipping. This is a required field and must be a whole number. If you are unsure please enter a 1 Enter your weight information. (Format is *.**) (Decimal point must be used) (example ) Enter your HazMat Code (Only If Valid) Scroll to the right and click the SAVE button Step 10: If you have multiple Commodity Codes Click on the Add Commodity button and follow the same steps. P a g e 13

14 Suppress Zero Rated Click this box if you do not want to see records with a zero rated amount (carriers that do not cover that lane) Display high to low? Click in this box if you want the records to be sorted by highest cost to lowest cost I hereby agree to the Terms of Service This box must be checked in order to receive rate records. Print View If you check this box, you will receive a summary of the results, for rate quote purposes only. This should not be used if you need to print a bill of lading. P a g e 14

15 Save Templates If you have base information that remains the same for most of your shipments, you can create a template to use for future shipments. Complete the above steps, before clicking on Rate, go back to the top of the page to save the template. Enter a name for your template then click on Save Template. After saving the template, you can click on rate. P a g e 15

16 Rate Click on Rate to receive a list of records At the bottom of the results page, you will see Click Here For a list of TranSaver carriers web links. Click on the click here for another window to open listing the carriers and links to their websites. Rate Quote Number - the information that the user sent (all information) and the information that was returned from the server (all information) are stored in a SQL database. If you have a question regarding the rate that came back please include the Rate Quote Number in the . Service Time (estimated number of days for the shipment) is shown on the result page P a g e 16

17 To See the carrier name, click on the red carrier SCAC code and a new window will open showing the carrier name. The right side of the page gives you three options to click on, 1. Print Bill of Lading If you are using this application to create your bill of lading, you will want to click on Bill of Lading 2. Explain this result Bill of lading will appear in another window. Go to File then Print (you may need to adjust size from print preview to print on one page) This will show you what was used to rate the shipment as well as the breakdown of accessorial charges and carrier transit times. P a g e 17

18 3. Get Support Clicking on this will bring up an message showing what you entered and are having an issue with. Do not remove any of the information that appears in the body of the message. CT s support staff needs this information in order to help you. Reset Click on Reset to reset the page. P a g e 18

19 Rate Quote Printing At the top of the page is a section called Rate Quotes. Entering a start date (YYYYMMDD) and an end date (YYYYMMDD) will bring back all results for LCR (for your user account) that were processed between those dates. On the right hade side, clicking the rate quote number will load a printable page with the basic details of the rating (Client, Shipper, Consignee, Stops, Accessorials, Commodities and ALL carrier results). Logout There is a Logout option at the top of the page, or just close the browser, this will log you out as well. P a g e 19