XPRESS SUITE RESOURCE GUIDE Acklie Companies

Transcription

1 XPRESS SUITE RESOURCE GUIDE Acklie Companies

2 Table of Contents TO SIGN ON TO XPRESS SUITE... 3 MULTI-SEARCH... 5 LIST OF ORDERS... 8 TO PRINT THE LIST OF LOADS:... 9 DISPLAY LOADS BY TRAILER NUMBER DISPLAY ORDER BY ORDER NUMBER DISPLAY LOAD BY BILL OF LADING NUMBER VIEWING SUPPORTING DOCUMENTS TROUBLESHOOTING VIEWING BILL OF LADING DOCUMENTS UNEXPECTED ERROR

3 To sign on to Xpress Suite (Some companies have problems accessing this site via Netscape through a firewall or proxy server. Internet Explorer seems to work at all times.) At the sign-on screen, you must enter your customer code username and password in order to access your account online. If you are a new user, you will need to be supplied with a customer code, username and password to activate your account. If you have not already done so, call ext. 201 After you have received the appropriate sign-on information, enter the customer code in the Customer field, your username into the Username field, and your password into the Password field. NOTE: The password is case sensitive. If, at any time, you have problems with your password, be sure that the caps lock key is off and that you have entered the correct password. Figure 1 Xpress Suite Sign-on screen If you enter an invalid customer name, user name or password, the following page will appear

4 Figure 2 Xpress Suite Invalid Sign-on display Click your browser s back button at the top left of your browser window to return to the logon page. Please be sure that you do not have your caps lock key on, as your login and password are case-sensitive. If after so many attempts (this number is determined by your system administrator) you do not log on correctly, you will be locked out of the system. Please contact your system administrator to receive the correct information or to reset your account. To return to the main screen, click the Back button at the top of the left-hand side of the screen. You will be taken to the sign-on screen. Once you have entered the correct information, click Sign-on. You will be taken to the Welcome screen. Depending on the authority that you have, there are several options on the menu to the left of your screen. These will be available at all times when you are logged on to the system

5 Figure 3 - XPRESS SUITE Welcome Screen Multi-Search Multi-search allows you to search through loads based on the criteria you specify. If the Multi-search item is not available on the left-hand side of your screen, you do not have the authority to use Multi-search

6 Figure 4 - XPRESS SUITE Multi-Search Select who you are in the first box on the screen. Your options are: Customer: The customer is the user or company responsible for the order(s) Consignee: The user or company who is to sign for the order(s) Load at: The location where the order is being loaded. Bill to: The location to which the order is billed. Select the status of the load(s) you want to display in the second box. Your options are: Available: All orders available for pick-up are listed. Enroute: All orders that are enroute are listed. Completed: All orders that have been completed are listed. Cancelled: All orders that have been cancelled are listed. All: All orders on your system are listed. You may also input a date range for the loads you want to display. You may specify if you want the date range to indicate the time of pick-up or the time of delivery. Enter the date range in the format of 00/00/00. For example, if you want to see the date range of January 1, 2005 to January 2, 2005, input a Beginning Date of 01/01/05 and an Ending Date of 01/02/05. Also note that greater the date range, the longer it will take for the - 6 -

7 information to appear, so it is beneficial to use a small date range whenever possible. Specify the number of lines to display. The default is 10 lines. You can specify anywhere from 5 to 500 lines to display. If the Select Customers button is displayed, you may click the button to select from a list of customer accounts. A pop-up window will appear with a list of all the accounts you have available to choose from. Figure 5 Select Customer Accounts Your list of loads will include orders only associated with the accounts you select. Click Select all to view loads associated with all customer accounts, or click Clear all to clear the customer accounts. Once you have made your changes to the list, click Apply to update the list and close the pop-up window or click Cancel to close the window without updating the list. Once you have entered all the pertinent information, click Submit to view the orders. NOTE: If you return to the Multi-search page to do another search, the values that you inputted for your previous search will selected for the next search. You may change them to search for different criteria

8 List of Orders Figure 5 - List of loads A list of loads based on your search criteria is displayed. The following information is displayed for each load: Order number: The number that designates the load is displayed. Click the order number to display the load details Bill of Lading: The tracking (or shipping) number is displayed. Click the Bill of Lading number to display the load details. Status: The status of the load (Available, Enroute, Completed or Cancelled) Origin: The city and state in which the load originated. The name of the city is usually abbreviated. For example, SP, MN would be St. Paul Minnesota, ATLA, GA would be Atlanta, Georgia, and COLU, OH would be Columbus, Ohio Pickup date/time: The time the load is to be picked up by the driver. ETA date/time: The date and time that the load is expected to arrive at its destination. The load must be dispatched in order to have an ETA. Destination: The city and state where the load is destined. The name of the city is usually abbreviated. For example, SPMN would be St. Paul Minnesota, ATLAGA would be Atlanta, Georgia, and COLUOH would be Columbus, Ohio Last contact city/state: The last city and state that the load was in contact with the dispatcher. Last contact date/time: The last date and time that the load was in contact with the dispatcher

9 Loaded date/time: The date and time that the order was loaded onto the trailer(s). If there is no listed time and date, the load is available to be loaded, has completed, or has been cancelled. Loads are displayed first by customer code, then by load number in ascending order. Click the load number to view the details about the load. Click the bill of lading number to view the details about the load. To print the list of loads: Once you have brought up a list that you would like to print, you may print the frame in which the list resides. Internet Explorer 4.x: To print the frame in which the list of loads resides, right-click the appropriate frame to bring up a context menu. Select Print to go to the Print dialog box. Set the printing options that you want and click OK to print the frame. Netscape Navigator 4.x: To print the frame in which the list of loads resides, from the File menu, select Print frame. You are taken to the Print dialog box where you can set your printing options. Click OK to print the frame. Load details Once you click the load number or bill of lading number, you will be taken to the load details display. Figure 7 - Load details You can display all the details about an order. These include: Order: The primary order number that corresponds with the load number. BOL: The bill of lading number which is used to track the order. Status: The status of the load. It can be one of the following: - 9 -

10 Available: The order is available for pick-up. Enroute: The order has been dispatched and is en route to its destination. Completed: The order has reached its destination and is considered completed. Cancelled: The order has been cancelled. Load At: The location where the order is being loaded. Consignee: The user or company who is to sign for the order(s). Contact: The contact associated with the Load-At or Consignee. Bill-To: Who is paying for the order. You may click on the Bill-To to get further details. Trailer: The trailer number associated with the load. If there is no trailer number, the load is not in dispatched status, or there is no specific trailer number associated with this particular load number. Comdty: Type of commodity Order weight: The total weight of the order. Pieces: The number of pieces associated with the load. Low Temp/High Temp: Any temperature specifications required of the load. Last Contact: The date/time and city/state the load was last in contact with the dispatcher. ETA: The estimated date and time of arrival at the destination city and state. STOPOFF: Information will be listed for each stop on the order, including pick-up and delivery. Clicking on each individual line will take you to details for that particular stop. Display load by Trailer Number Under the menu, click By trailer to display loads by trailer number. You must enter the trailer number in the spaced provided. NOTE: The trailer number must be valid in order to display the loads. If an invalid number is entered, you might receive an error. Once you have entered the trailer number, click Submit. You are taken to the listing of loads for the trailer you entered. Clicking the load number lets you view the load details. Clicking the trailer number allows you to view the trailer details. Clicking the tractor number allows you to view the tractor details. THE SEARCH BY TRAILER FUNCTION ONLY WORKS IF THE TRAILER IS UNDER YOUR LOAD. ONCE THE TRAILER IS EMPTIED, YOU CAN NO LONGER SEARCH BY TRAILER. Display load by Order Number Under the menu, click By order to display an order by the Crete order number. You must enter the order number in the space provided. NOTE: The order number must be valid in order to display the order. If an invalid number is entered, you might receive an error. Once you have entered the order number, click Submit. You are taken to the load details display for the order number you entered. Display load by Bill of Lading Number Under the menu, click By BOL to display a load by its bill of lading number. You must enter the BOL number in the space provided. NOTE: The BOL number must be valid in order to display the order. If an invalid number is entered, you might receive an error. Once you have entered the BOL number, click Submit. You are taken to the load details display for the BOL number you entered

11 Viewing Supporting Documents As part of the on-line tracking system, you have the ability to view certain documents. At this time, only the Bill of Lading is available. In the future, you will find your invoices and the supporting documentation for those invoices. After you have selected your trip, click on the View Document Inages link at the top center of the detail screen. View Link When the Bill of Lading screen appears, it may show several documents as a BOL. These documents may be multiple pages of the same BOL, or other documents issued by the shipper that may be interpreted as BOL by our company. (If the Bill of Lading screen appears blank, you may need to pull down your screen. Do this by moving the cursor up until it becomes a double arrow, then pull down until the Bill of Lading documents appear.)

12 Documents available to print. Click on each of the links to see that page of the BOL. When using Internet Explorer from Microsoft, you will see a dialog box presenting you with a choice of seeing the document on-line or downloading the document for future use. To view the document on-line, select Open this file from its current location. If you want to download the document, select Save this file to disk. You will select the location on your PC or server to store the image

13 If you choose the on-line view, the document will appear below the selection window. To print the document, click on the Printer button. When the dialog box appears to choose your printer, select the Properties button and make sure the Fit to Page option is selected

14 Failing to select the Fit to Page option may result in parts of the document unable to print. After selecting the option, click on the print button to print your own copy. If there are multiple pages to print, select the next page from the list of documents and print each one. When finished, close the browser window. Troubleshooting Viewing Bill of Lading Documents If you receive an error message while trying to view a Bill of Lading (Example: TF Document Manager Error A Web Application has not been specified), it is likely due to two issues. The first is not having the Tiff Viewer installed. There is a link in the Customer Doc-Load Tracker Section of the Crete Carrier website titled Alternative Tiff Viewer, which will allow you to install the software. If you have the Tiff Viewer installed, and are still unable to view the documents, you will need to adjust your browser settings. 1. Run Internet Explorer. 2. Click Tools, and then click Internet Options. 3. Click the Privacy tab, and then click Advanced. 4. Click to select the Override automatic cookie handling check box (or select Default option and lower the privacy setting). 5. Exit out of your browser. You may need to reboot. Unexpected error If you receive an Unexpected error, you must re-start your search by choosing an option in the left frame. If you continue to receive the Unexpected error message, close your browser and start over. If you still continue to receive the Unexpected error page, contact your vendor