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TFConnect User Manual - Installation Package for TFConnect

1. p Create Adjustment Invoice Print Invoice cii Rate Confirmation Frink EOL E ER Aa Ee 15 Remember to save When you save Ja may be TTE a message that all stops are assigned to a carrier Click the yes button to change the status of the load from available to assigned Lead 2636 Ex Load ID 2536 LoadType Brokerage l w Customer 1 383 54 an Carrier 0 00 Default Carrier DEMOE Load Status available Met Revenue 1 383 54 Stop Details Order Details BOLs Invoices Notes Events Customer BOLSs Invoices 1 Bill To Midwestern Manufar 2636 1 6 6 2005 1 383 54 TFConnect g All stops on this load are assigned to a carrier Would wou like bo change the load status to assigned Create Adjustment Inve Carrier Invoices 0 te Adjustment Invoice Print Invoice Print Rate Confirmation Driver Log Equipment Log Bids 0 Pickup POD Info DRAFT 8 16 2005 151 Make a Load without a Quote Many times you know you have the business as soon as you hear about a shipment In this case you can skip making a quote and go straight to making a new load 1 On the left hand sidebar menu click the Loads heading buttons should be green then click the New button 2 Enter the default carrier if the lo
2. Audit Summary Pay Discount 465 Pay Rebate 0 00 Carrier Rebate 0 00 Pay Total 195 25 Carrier Total 770 25 t Details Carrier Discount 0 00 Difference from Contract 0 00 Reason for diff From contract Carrier Rebate 0 00 Difference From Carrier 25 00 fc Carrier Total 0 00 Benchmark Savings 195 254 0 00 Perform Audit 0 00 0 00 Nokes Events Perform Audit F10 20 Once you click Ok in the audit details window the details will appear in the main audit window s audit summary area and the audit status will be defaulted to approved Save the audit I nai e am T t t T am a a ia alaa i i pro Z s Ee naM ee ee a O A n m Payment Information gt Audit Summary wiew Audit Details A 3 ane l s aee Ue ma aeh e Ea Fay Discount 48 00 Carrier Discount 45 00 Pay Rebate 0 00 Carrier Rebate 0 00 Reason r Pay Total 4195 25 Carrier Total 4195 25 Lsd poem Difference From Contract 0 00 Difference From Carrier 0 00 Benchmark Savings 195 25 MotesfEvents Perform Audit F10 DRAFT 8 16 2005 132 21 After you save the audit you will be asked if you wish to create another audit or close the auditing window eee eee Sum
3. 21 te TFConnect Confirm Installation The installer ig ready to install TROonnect on your computer Click Next to start the installation Now click Next to begin installing the program files Please wait while TFConnect is being installed When TFConnect has been completely installed on your system the following confirmation screen will appear Click Close DRAFT 8 16 2005 22 i TFConnect Installation Complete The TFConnect Icon will appear on your desktop for easy access to the program EF an m d h T PE s a nl TFloannerct DRAFT 8 16 2005 23 INTRODUCTION ON USAGE Basic Navigation What do I see when first login and open the program Most of the application will be filled with a white welcome screen At the top of the screen is a traditional looking main menu bar with file edit etc k TFConnect File Edit Manage Reports Directory Tools Window Help Directly underneath the main menu bar is the main toolbar i co ll eth Bmx On the left hand side of the screen is the quick access sidebar menu with the 7J 1 JJ 6 3 6 7J 1 headings quotes loads track invoices audits and claims Bill Customer Fay Carrier pop k rar Portion of the sidebar menu To navigate the sidebar menu simply click on a heading and a choice of corresponding buttons will appear under the heading If you click on Manage
4. 93 Add an Order to a LO d ccccccceeeeeeeeeeneecnsecnseeenseenseseeeseneees 94 Editing or Deleting an Order on a Load ssssssnnnnnnnnnnnnnnnnnnnnn 97 Import Downloaded Orders for Loads cceeseeeeeeeeeenees 98 Add Bill of Lading BOL and Invoice to a Load 99 Create Customer BOLS INVOICES ccccccccccccectecceeteseeeeees 99 Create Carrier INVOICES i isiisciissicscuictindieriieasiedanaeedieieenice 103 Assign Drivers and Equipment to a Load ccessceeeeeeeeeeees 105 DEAKGCH fOr a LOA annin 107 Assign Available LoadS cccsscccsseceeseeeseeeeseeensesensesenneseees 108 Add and View Tracking Events and Notes on a Load 110 Consolidate EOAGS cisiicieeete aise ee ae ees 113 Consolidate based on a current Quote cccccccccceeee 113 Consolidate based on a current load ccccccccceeeeeeees 114 Set Recurring LoadsS sesisecscgetecarsctaneetecctwecstaeteseckessnatcteenverstawouses 115 Edit Recurring Load Information cccssseeseseeeseeeeseesenees 117 Make an Order that Associates a Quote with a Load 00 118 Make a Load From Quote WINKOW 1 cc1sssecseeseeeeeseeeenneneennees 118 Make an Order based on a Quote from the Load Window 120 TRAGKING A LOAD vicvscececscesivssccesavesasatecacavesssicewass esavaneanawenasaneeads 122 Check for and Update Assigned Loads
5. Genoa Wy Hansolm Toby Green tag HIGIE Ol 2 7 Click Pickup POD Info at the bottom of the window Make sure the correct order is highlighted in the top portion of the window Entera pickup date and time and click Update Selected Orders Then click Ok Change the load status to In Transit using the drop down menu Save and close the load Pickup POD Information Sele Pickup Times PoDs Shipper Date Load ID aia3 Load T 1 Atlantic RetailG Genoa 4524 Default Carrier DEMOB Load 5 Stop Details Order Details BOLs PROs Load 3183 Pickups and Dropoffs 1 Atlantic Retail Group Pic 2 Demo Broker Dro t iii kS iii gt Pickup Details Genoa Orders on this P Pate E Time E BB Mame R Motes Updgte Selected Orders Cancel Ok Cancel Drivers Equioment Bids 0 Pickup POD Info Carrier Carrier Contact Demo User Sched Pickup 07 18 2005 EE Equip Type Special Instructions F 28 The driver makes the drop off and the load is delivered Under the Track heading of the sidebar menu click the In Transit button and open the load 29 Click Pickup POD Info at the bottom of the load Click on the PODs tab DRAFT 8 16 2005 161 30 Make sure the correct order is highlighted in the top portion of the window Enter a drop off date and time Click Update Selected Orders and click Ok 31 Change the load sta
6. Hazmat Escrow Comments Nokes fEwent History Change Location Mark s Unavailable Mark s Available 3 The Mark As Unavailable and Mark As Available links at the bottom of the window change the driver s status field 4 You can add notes and events to the driver by clicking the Notes Event History link DRAFT 8 16 2005 54 Status Change Status changed Assigned Assigned to pic Assigned Assigned to dra 5 The second tab of the driver information window is the Location Pay rate tab Driver Information General Location Pay Rate Last known Location Contact Event Date City SkatelLocale Fip Pos Country Desc I Pay Rate Pay Rate Type Mle o l Pay Rate 1 ooo Pay Rate 2 0 00 Per Diem Rate ooo Stop Rate 0 00 Fuel Surcharge i o Nokes fEvwent History Change Location Mark s Unavailable Mark s Available 6 The last known location for the driver is automatically entered based on the driver s last recorded update in the system 7 You can change the last known location by clicking the Change Location link at the bottom of the window DRAFT 8 16 2005 55 Change Location Event ovjigiz005 Time 11 29 Comments Event Location Description pickup Zip Post f City Ontaia StatejLocale NC OO Country Cancel 8 When you have entered necessary location information click Ok 9 Enter pay rate information for the dr
7. change password window will appear with fields for your new password Any alpha numeric character and password length is allowed Change Password New Password Confirm Change Cancel DRAFT 8 16 2005 BUILDING YOUR DIRECTORY File Edit Manage Reports Directory Tools Window He ew lar db E Contacts Quotes Airports Loads Drivers Track Sales Reps Invoices Equipment Types TFConneqg erts Charges _ ee a Fleet d CONTACTS The first time you login there will probably be one contact in the directory your company or user department Sometimes Top Flight Concepts will do a custom import of all the existing contacts for your company You will need to have contacts for bill as and bill to parties and for carriers shippers consignees and airlines Adding a Contact To add a contact click Directory gt Contact gt New Contacts Hew h Airports d Search Drivers d Groups Sales Reps d Equipment Types Fleet d GL Codes Charges Rates d The Contact tabbed window will open This is the form you will be using to create a new contact and later you will use this type of form to edit and manage contacts At the top of the window the General tab will be open DRAFT 8 16 2005 32 Contact General Contact People Sales Reps Contact Code Mame Parent Contact Terms Days O Physical Address Bill TofRemit To Same as phys
8. DRAFT 8 16 2005 14 Click the Run button to run the software installation program 5 In some cases if the NET Framework is not installed on your computer the following message will appear ie TFConnect This setup requires the MET Framework version 1 1 4322 Please install the WET Framework and run this setup again The WET Framework can be obtained from the web Would you like to do this now lf there is no need to install the NET Framework then proceed to step 10 otherwise click the Yes button to open the webpage for downloading NET Framework Download NET Framework Microsoft Internet Explorer Fie Edit View Favorites Tools Help He ry F gt e pm Ky P x E fa p Search Fr Favorites 2 ra j Sa Address a http updates tfconnect com DotNetF html Download NET Framework Click here to download the INET framework required to run TF Connect PF a ee a 7 ae ee mai n pami A re P E Click on the here link to begin downloading the NET Framework installation package 6 You will be prompted to run or save this file click the Save button DRAFT 8 16 2005 15 File Download Security Warning Do you want to run or save this file Name dotnetx exe Type Application 23 1 MB From updates tFoonmeck com Cancel While files from the Internet can be useful this file type can potentially harm your computer IF pou do not trust the source do not un or save this software Whats t
9. Demo User Phi rro et8 9434 Sched Pickup ovief2005 oo oo Equip Type Special Instructions Drivers Equipment Bids 0 L Pickup POD Info A 22 In the Pickup POD Info window select the order by clicking on it s row in the area at the top Then enter a date and time Then click Update Selected Orders at the bottom of the window DRAFT 8 16 2005 167 Pickup POD Information Pickup Times PoDs Shipper 1 Atlantic Retail G Genoa Fi21 2005 Date oz 21 2005 Time Jig sa Mame Motes Update Selected Orders Cancel ak Cancel 23 Click Ok at the bottom of the Pickup POD Information window 24 Change the load status to In Transit Save and close the load 25 When you are ready to make the first drop off on the load find the load by clicking the In Transit button under the Track heading of the sidebar menu Double click on the row of the load to open it 26 Select the drop off by clicking on its row in the pickups and dropoffs list 27 Click the Orders on this Dropoff button and click the row of the order The Items link should appear in blue DRAFT 8 16 2005 168 Load 3183 Load ID 3195 Load Type Brokerage Customer 5 577 15 Carrier 0 00 Default Carrier DEMOB Load Status In Transit Met Revenue 5 377 15 Stop Details Order Details BOLs PROs Notes Events Pickups and Dropoffs Mo Name Pick Drop Add Fick A
10. Remove i Audits 1 Total Pay 195 25 8 When you have created a batch the payment batch window will open so you can enter other details about that batch such as payment information Note that the batch ID stands for the group of audited invoices for the time period with a particular carrier and the batch group ID stands for the group of batches for audited invoices for the time period with all carriers 9 When you are done looking at the payment batch window remember to save Search using Payment Batches 1 On the sidebar menu under the audits heading click the Search Payment Batches button to open the payment batch groups search window DRAFT 8 16 2005 136 Search Payment Batch Groups Batch Grp ID Batch ID Search Bill To Created Date l through EB Batch Grp 1D Bill To 2 If you have any information on the payment batch group batch group id batch id the party being billed and or the date range in which the batch group was created enter it into the top portion of the form Remember that you may click Bill To to perform a contact search for the proper contact code 3 Click Search and the batch groups that fit your search specifications will appear in a list in the bottom portion of the window 4 Double click the row of the batch group you wish to open or right click for more options DRAFT 8 16 2005 137 Bill To Created Dat
11. TF Co n n Ec t5 etu 10 When you double click the TFConnectSetup msi icon the following Windows XP security warning will appear Open File Security Warning The publisher could not be verfied Are you sure you want to run this software Name TRConneckSetup msi Publisher Unknown Publisher Type Windows Installer Package From C Documents and Settings Administrator TROONC ee u Oea Always ask before opening this file This file does not have a valid digital signature that verifies its publisher fou should only run software from publishers you trust How can decide what software to run Click the Run button to run the software installation program The TFConnect Set up Wizard will open DRAFT 8 16 2005 19 i TFConnect Welcome to the FConnect Setup Wizard The installer will guide vou through the steps required to install TFOonnect on your computer WARNING This computer program ie protected by copyright law and international treaties Unauthorized duplication or distribution of this program or any portion of it may result in severe civil or criminal penalties and will be prosecuted to the masimum extent possible under the law Cancel lt Bac Hest gt Click Next to open the Select Installation Folder window DRAFT 8 16 2005 20 Select Installation Folder C Program Files Top Flight Concepts TFoonnect Click Next to go to the Confirm Installation window DRAFT 8 16 2005
12. dedicated or mixed Load status use this drop down menu to specify if the load is available assigned dispatched in transit delivered or cancelled The load status is used when you are tracking a load DRAFT 8 16 2005 89 Stop Details Add Pickup to a Load In the Load window on the Stop Details tab click Add Pick which is located in the Pickups and Drop offs area The Pickup window will open Pickup Stop 1 Code Populate From Last Stop Plame Address zipiPost o Phone el City PO Fax State Locale PO Airport Country US Linited States contact In the code field enter the contact code for the contact you will be making the pick up from If you do now know the contact code click Code to perform a contact search Information for the contact will automatically be entered into the other fields you can edit the information if it is wrong for this pickup You can click Contact to search for the right contact person from the pickup contact organization You can click Populate From Last Stop if there are multiple pick ups and drop offs for the load and the pick up you are adding is being made at the previous stop in the load Click Ok to add the new pickup to the list in the Load window DRAFT 8 16 2005 90 Add Drop off to a Load In the Load window on the Stop Details tab click Add Drop which is located in the Pickups and Dropoffs area The Drop
13. m z i Ja a a F i i BE ee Poa Ts oom 3 Right click on the row of the quote you want to use for load consolidation From the right click options click on Add To Existing Load Consolidation Current Quotes a f Notonaload Onaload Requested By Origin StiLacale E m Demo Broker p EMRE E re Contents Contents 9 2005 431 456 Atlantic Retail Open Quote 19 2005 Fd Create Mew Load 4dd To Existing Load j Q a j ee al a a F DS M a gt 3 ee oT aT a 4 Once you have clicked Add To Existing Load a load search window will open Use it to search for the load you want to use for consolidation DRAFT 8 16 2005 113 Search Loads Filters Results Load ID First Pickup Assigned minden Mw aenda My or je Assigned Genoa Mw gi7iz005 CA 2559 Available Atlanta GA 5192005 Genoa MY 3 a d hi k r ah rer eT men allt omen ae lit ns k aes w Ta fem tan it AA Err T 5 In the load search results double click on the load you wish to use for consolidation To consolidate based on a current load use the lower area of the Consolidation window 1 Search for a current load for the load consolidation Specify if you only want to look in unassigned loads by using the checkbox Otherwise you may consolidate unassigned or available loads You can also set parameters for the ordered by contact load type and carrier When you are satisfied with your parameters cli
14. 101 2 baseballs stop 2 23 0 25000 D Pallets 46 Pieces O Actual Weight 50 000 0 Dim Weight SO 000 0 Cube 0 00 7 Inthe Items grid area enter the items for the drop offs as two different items even if they are the same commodity 8 Click Ok in the upper right to finish the order 9 You will be prompted on whether you want to add the order to all stops on the load click yes 10 Go to the BOLs PROs tab to add charges for invoicing In the customer BOLs PROs area click Add 11 Select the service Standard Truckload for all dedicated loads Click Add to put the order on the invoice Select the order and click Ok DRAFT 8 16 2005 165 Customer BOL PRO Open Bill 4s DEMOE Eemo Broker PRO 3183 1 Service PRO Date 07 18 2005 BOL Information Invoice Information Master BOL Retail Gre Ip m4 c3 Ep Witt Mileage Auto Rate Sales Reps Cancel 12 Go to the invoice information tab Use the grid to add charge information Customer BOL PRO Open Bill 4s DEMOB Demo Broker PRO 3183 1 service Standard Truckload PRO Date 7 18 2005 BOL Information Invoice Information Bill To arg atlantic Retail Group Terms 0 Days Address Atlantic Retail Group Addl Ref 2ot1 Brewery Drive Genoa NY 89411 Default GL Code 5ales Brokerage LIS ot Code Charge Description Unit Charge Units Quantity Charge Amt Comments aL
15. Category Sub Category 16 Le van Trailers Dry samh an nl tT m a pa a at a_i le T g7 F h a gpa e an a a A cha in D o mien AO an n iiei n Fi Saken 3 In the search results table double click on a selection to open its Equipment window for viewing and editing Right click to export DRAFT 8 16 2005 53 Add Driver Information 1 On the main menu bar click Directory gt Drivers gt New to open a blank driver information form 2 Required fields for creating a driver are last name and driver number You may also enter a first or middle name tax id number date of birth employee ID driver s license number and physical expiration There is an area for the driver contact information as well If a driver s physical is expired and you try to assign him or her you will be warned and asked if you still wish to proceed The ID field is automatically filled in when you save for the first time Driver Information General Location Pay Rate Driver Number hal Status Dispatched Driver Code Fleet First Mame Courtney Middle Mame Dash Last Name Middleton aroup E FOID loa oo Tax ID 689876 00 Employee ID jaq7ean Drivers Lic 0878567 DOB osiogf1981 Phys Exp Date o1f26 2006 H Hire Dake hopoan Release Date os 24 2006 EB Street 456 McoCaffney Street Phone 334 098 0987 Alt Phone City Des Moines state Locale E Active Insured ZipPost 50301 Country US United States
16. pattymacestransport com Subject Bid Request 501 Customer Order ID 501 Contact Ferson Patricia Longoria 661 393 8011 pattyacestansport com Origin JEFFERSONVILLE IN 47131 Destination LUBBOCK Tx 73408 Pickup 78 2005 12 00 00 PM Delve 77972005 72 00 00 PM Total Actual Weight 0 Total Cube Equipment Type Dry Yan 5 3 DRAFT 8 16 2005 88 MANAGING A LOAD Create a Load 1 On the sidebar menu click on the Loads heading 2 Click the New button to open the window for constructing a new load Load Mew Load ID 2543 Load Type Broker age Customer 0 00 Carrier 0 00 Default Carrier Load Status available Net Revenue 0 00 Stop Details order Details Invoices Notes Events Pickups and Dropoffs Add Pick dd Drop Edit Delete No Stop Selected Orders on this Pickup Carrier E Ll Carrier Contact iii i Ph a Sched Pickup E e 8 8 Equip Type PC POD Info Mo information available BOL POD Info Special Instructions Driver Log Equipment Log Bids 0 BOLIPOD Info lf you Know the contact code of the Default carrier you may enter the contact code directly into the field Otherwise click Default Carrier to search contacts When you find the contact in the search results list that requested the order double click the contact to insert it into the Load window Load type use the drop down menu to select if this load is brokerage
17. 16 2005 A INSTALLATION If you are an experienced Windows user note that the download process is very standard so these instructions will seem somewhat basic You can download the program from hitp updates tfconnect com TFConnect Installation Instructions for Windows 2000 Note If you currently have an older version of TFConnect installed you must first uninstall the program using the Add Remove programs utility located in the Control Panel of your Windows OS before proceeding with the most current install 1 To download the program open the following webpage http updates tfconnect com The webpage should look like this A Download Installation Package for TFConnect Microsoft Internet Explorer View Favorites Tools Help A po Search SIP Favorites 2 Address E http updates tFconnect comi Y 2 I search web Ema gt my vanor f Installation Package for TFConnect Click here to download TFC onnect ren anal wa sm iiin prer na F o ot a earl M teke an P T F et 2 Click on the here link to begin downloading the installation package When the following File Download window appears click the Save button Some files can harm your computer IF the file information below looks suspicious or You do not fully trust the source do not open or save this file File name TFConnectSetup msi File type Windows Installer Package From Updates tfconnect cor Wy This type of file coul
18. Invoice Date 06709 2005 First Invoice a Gel Open PROS Group Invoices By Bill To Carrier One Invoice Per PRO doaa RUE PRO Filters Bill To PRO Date From EB _arrier PRO Date To E Open PROs PRO Number PRO Date Load ID Bill To Carrier lt Select All Deselect All PROS 0 Invoices 0 Total A F 0 00 Use the Create Options area to specify how you wish to date number and group the invoices you make Use the PRO Filters area to set any parameters you need to narrow the list of receivables to closeout Click Get Open PROs to view a list of PROs for closing out and making invoices Select the PROs from the list you wish to make invoices from by clicking the box to the left of the PRO or clicking Select All DRAFT 8 16 2005 126 Closeout Receivables Create Invoices Create Options Invoice Date 06 09 2005 First Invoice Get Open PROs Group Invoices F By Bill To Carrier One Invoice Per PRO Closeout FROs PRO Filters Bill To PRO Date From 05 31 12005 Carrier PRO Date To Open PROs PRO Number PRO Date Load ID Bill To Carrier 2636 1 6 6 2005 26356 Midwestern Manufa Demo Broker 6356 2 6 9 2005 26356 Midwestern Manufa Demo Broker lt f Select All Deselect All FROs 2 Invoices 1 Total A F 2 767 08 4 Click Closeout PROs to generate the invoices for billing DRAFT 8 16 2005 127 The closeout payables window
19. J i F a lt S B d FO on ae ae ar vty anu he a 4 Remember to save the load Mark an In Transit Load as Delivered 1 On the sidebar menu under the track heading click the In Transit button to open a list of loads that are currently in transit 2 Right click on the row of the load you wish to mark as delivered Click on Mark As Delivered from the right click options Track In Transit Load ID First st Sched Date Sched Time Last Dropoff Location a T i Atlantic Retail G Atlanta Nv Export Contents Demo Broker Atlanta i 34 5119 2005 Open Load Mark As Delivered DRAFT 8 16 2005 123 3 Anew window will open prompting you to enter delivery dates and information for each order on the load Please enter a delivery date for each order Sel Pickup Times PODs 2 Atlantic Retail SG Genoa R lt HT gt Date f Pallets T STC T Time p JE C Pieces Name Motes Update Selected Orders Cancel Ik Cancel af 4 Inthe PODs tab you may update delivery information for the selected order stop Select by highlighted the stop s row in the list 5 In the Pickup Times tab you may update pickup information for the selected order stop 6 If you have done any updating of delivery or pickup information click Update Selected Orders If you want to undo your changes click Cancel on the left side 7 Click Ok on the right bottom corner DRAFT 8 16 2005 12
20. Post argc Atlantic Clothing Atlantic Retail G 123 Brewery Lane Contact Search with name parameter atlantic Right click on one of the contacts in the list to export information from your contact search lf you double click on one of the contacts in the list you will be taken to an editable window filled out for that contact that is the same as the form you use to create a contact DRAFT 8 16 2005 43 Set up Contact Groups Setting up contact groups is useful for searching contacts You may set up groups of contacts that are related so you can narrow a contact search by those groups 1 Click Directory gt Contacts gt Groups to open the contact groups window 2 Add anew contact group by clicking File gt New in the main menu bar or the new icon in the main toolbar 3 You can now type the group name in the space at the bottom of the window When you are done typing save Contact Groups E m x si Name Atlantic 4 Now you can set contacts as members of the group you just created Open the contact See search or create a contact you want to add to the group 5 Click Contact Group Membership at the bottom left of the contact window DRAFT 8 16 2005 44 Contact General Contact People Sales Reps Shipping Details Bill As Details Contact Code Fral Tax ID Mame Atlantic Retail Group Parent Contact Terms Days o Physical Address Bill TojRemit To Same as physical Atlantic
21. Select the pick up for the order by highlighting its row Click Add New under the Orders on this Pick up button A window for creating a new order will open 10 Enter a contact code for the order by field in this example I m using the contact code of the first pick up Specify an order number DRAFT 8 16 2005 173 Ordered By Order Order Type Sales Order Fickup Requested 06 10 2005 Shipment Type Outbound Deliv Requested 06 11 2005 l Order Source Load ID 2750 Equipment Type Dry Wan 53 Total Length Fed Frt Allowance 0 00 Mileage 0 0 Special Instruc Original Requested Pickup Location Original Requested Delivery Location Items Code Description Pallets Pieces Act weight bs Length ini width ini Pallets 0 Pieces O Actual Weight 0 0 Dim Weight 0 0 Cube 0 00 11 Use the drop down menus to specify order type shipment type pick up date drop off date Add item information in the table at the bottom TEM inn ee P Code Description Pallets Pieces Act Weight bs Length in width ini eo buttons 4 25 683 56 36 e ie a ae et ag la 12 Click Ok at the top right had corner of the window 13 Pick the drop off for the order you just made Highlight its row by clicking on it Then in the Orders on this Pick up area click Select DRAFT 8 16 2005 174 F aN os ite fe i A aa 2 a as a m Eo hg
22. a i a T a aia n Fem e e ae ee nate mn o en a a E ann nillian j Stop Details Order Details BOLs Invoices Notes Events Pickups and Dropoffs Mo Mame Pick Drop Invoiced city State ae 1 Atlantic Retail Group Pickup Genoa NY _ l Add Drop 2 Atlantic Clothing Pickup Rena Ay Edit E Midwestern Manufa Dropoff Des Moines IA 3 4 Atlantic Clothina bran Atlanta st i Delete ti Dropoff Dekails Des Moines l Orders on this Dropoff Ordered By Order Number Equipment Type Fallets al Wei Add New Remove Items 4 tl gt Mileage 0 0 Pallets 0 Pieces 0 Act Wweight 0 0 Dim Weight 0 0 Cube ft gt 0 00 Driver Log Equipment Log Bids 0 Pickup POD Info 14 A window will pop up where you can select the order Highlight the order and click Ok 15 Repeat steps 8 14 for the remaining pick up and drop off DRAFT 8 16 2005 175
23. b 080 Freight Charge 1 90 Fist Chac o 1 90 Sal Flat Charg Per Pound d Total Charges 1 90 Gubo Rate Sales Reps Ok Cancel 13 Click Ok at the bottom of the window when you are done adding charges 14 Save the load by clicking the disk icon on the main toolbar at the top of the screen Since your trucking company should be filled in as the default carrier you will receive a message telling you that all stops on the load are DRAFT 8 16 2005 166 assigned to a carrier would you like to change the load status to assigned Click Yes 15 Close the load to wait for dispatching 16 When you are ready to dispatch under the track heading on the sidebar menu click the Assigned button 17 When the list of assigned loads open double click the row of the load to open it 18 Change the load status to dispatched Save and close the load 19 To make the pick up find the load by clicking the Dispatched button under the Track heading of the sidebar menu 20 Double click on the row of the load in the dispatched loads list to open it 21 Click the Pickup POD Info link at the bottom of the load A screen will open allowing you to enter the pick up date and time x rT 7 Te a B 1 8 s itic Retatrtarte O e a o eee Ga iin n agi arnb 2 Demo Broker Dropoff Atlante z Edit 7 Snorbhs wWwarehni se ron Ahanta tr lt UH Delete Pickup Details Genoa Orders on this Pickup Carrier Contact
24. edit Confused See opening a quote Click on Bids at the bottom left of the Quote window to open the Bids window Select the bid you wish to edit by clicking on the bid s row Click Edit to open the Bid screen so you can edit the bid Deleting a Bid 1 2 3 4 Open the quote with the bid you want to delete Confused See opening a quote Click on Bids at the bottom left of the Quote window to open the Bids window Select the bid you wish to delete by clicking on the bid s row Click Delete Accepting a Bid 7 Open the quote of the bid you are accepting Confused See opening a quote Click on Bids at the bottom left of the Quote window to open the Bids window Select the bid you wish to accept by clicking on the bid s row Click Accept Status Demo Broker Manual Received 5 After clicking Accept the Assign Carrier window will open so you can assign the carrier to particular pickups and drop offs DRAFT 8 16 2005 84 Assign Carrier Pickups and Dropotts Dropoff 13 Atlantic Retail Group Pickup si W Set this carier as the default carier on the load 6 Click Ok when you are finished with the Assign Carrier window Un accepting a Bid 1 Open the quote of the bid you wish to un accept Confused See opening a quote 2 Click on Bids at the bottom left of the Quote window to open the Bids window 3 Select the bid you wish to un a
25. fields are defaulted to information from your Requested By contact The bill to address for the contact is used If these fields are incorrect for the particular order you may edit them Consignee area fields lower right Details tab of the Quote Window In the Quote window click on the Details tab to access the form to enter and edit detailed order shioment information Quote 476 General Info Details Quote Info Pickup Delivery Pickup Date ossi7jz00s Time iz oo Equip Type Dry van 53 Delivery Date 05 18 2005 Time i2 oo Mileage 0 0 Total Length Ft 0 0 Item Information Code Description class Pallets Pieces Act weight lbs Length fin width ir ae Pallets O Pieces O Actual Weight 0 0 Dim Weight 0 0 Cube 0 00 Special Instructions Bids WNotesfEvents Cancel This Quote Create New Load Add To Existing Load Defaulted fields all editable Pickup Date defaulted to today Change the date by clicking arrow button on the right hand side of the field you will be given a drop down calendar to use in selecting a date DRAFT 8 16 2005 73 Delivery Date defaulted to tomorrow Change the date by clicking arrow button on the right hand side of the field you will be given a drop down calendar to use in selecting a date Times for Pickup and Delivery all time fields are defaulted to 12 00 military time Equipment type this is the equi
26. in the main menu bar you will see that the options in Manage are very similar to those in the sidebar menu This is the part of the program you would probably be using most in your day to day activities to actually manage and keep track of freight information Manage Reports Quotes d Loads d Track d Invoices Search Audits d a Customer Claims d Pay Carrier Closeouts d File Menu and Main Toolbar Options When a window is active within the main application the clickable options such as save new or undo in the main menu File menu and the main toolbar correspond to the active window not the entire application Saving To save your work for a particular window click on the disk icon in the main toolbar or click File gt Save in the main menu bar TFConnect File Edit Manage Reports Directory Tools Window Help FE KX Quote File _Edit Manage Reports Direc samm Gar Search Ctrl F Save active windows either way Change Password Options Exit Unsaved Work Any time you try to close a window with unsaved work you will be prompted with the following message DRAFT 8 16 2005 25 TFConnect Abandon changes w N If you click yes the window with close without saving changes If you wish to save the information in the window 1 Click no 2 Click on the disk icon Fi in the main toolbar or click File gt Save in the main menu bar E
27. is nearly identical to the closeout receivables window Just click the closeout payables button under the invoices heading to open it Closeout Payables E m x Create Options Closeout Date 06 14 2005 First Ref Get pen PRUs Group Invoices By Bill TofCarrier C One Invoice Per PRO Closeout PROs FRO Filters PRO Date From Carrieri PRO Date Toi Open PROs PRO Number PRO Date Load ID Bill To Carrier i Select All Deselect All PROs T Invoices 0 Total AP 0 00 DRAFT 8 16 2005 128 Manage Accounts Receivable Transactions 1 Under the invoices heading click the A R Txns button to open the A R Transactions window AIR Transactions Bill To Done Available Funds to Apply Receipt Type i Receipt Date d Add Check Receipt Amt Delete Reason Open Invoices Available Funds Post Date 06 14 2005 Amt bo Apply Apply Create Mena Balance DRAFT 8 16 2005 129 AUDITING The Auditing feature allows you to automatically compare your freight bill invoices to the rate bases and profiles for your company so you can see if you are being billed in accordance with your contracts You can also batch payments in auditing that is you may organize audited invoices by time frame and by the carrier who performed the shipment Perform a New Audit 1 On the sidebar menu under the audits heading click the New button to open an audit windo
28. load Bele Load 553 Load ID 2557 Load Type Broker age Customer ie Carrier Default Carrier DEMOB Load Status ae e Stop Details Order Details BOLs Invoices Notes Events Customer BOLS Invoices 2 Demo Broker 2553 1 5 25 2005 0 00 Demo Broker 2553 2 5 25 2005 0 00 kS Create Adjustment Invoice Print Invoice Print Rate Confirmation Print BOL Carrier Invoices 0 PRO Number PRO Date Jh E Delete Create Adjustment Invoice Print Invoice Print Rate Confirmation Driver Log Equipment Log Pickup POD Info DRAFT 8 16 2005 103 4 The carrier invoice window will open Carrier Invoice Open Carrier PRO Service PRO Date 05 27 2005 E BOL Information Invoice Information Master BOL Payment f LTL FTL Parcel Carrier BOL Dir Indir a Stops Pick Drop State Loc and Remove lt T Stops 0 Actual wk 0 0 Pallets O Cube 0 0 Mileage 0 0 Dim WE 0 0 Pieces U Auto Rate Ok Cancel 5 Specify the carrier and the service LTL full truckload etc for the invoice using the drop down menu 6 If the carrier already has stops on the load you will be prompted to add these stops automatically to the carrier invoice TFConnect This load has 2 stops with DEMOB as the carrier Would you like to add these stops bo this invoice 7 Inthe BOL information tab enter the master and carrier BOL numbers th
29. pickup and a drop off for the bid DRAFT 8 16 2005 79 Load Bid Stops Select a pickup for this bid State Loc 1 Demo Broker Atlanta 5192005 3 Atlantic Retail Group genoa gi gz005 Select a dropoff for this bid State Loc Click Ok at the bottom of the load bid stop screen The bid window will open In the Carrier field enter the contact code of the carrier who made the bid If you do not know the contact code click Carrier to perform a contact search Once you have filled in the carrier code the Carriers name will appear in the Name space and Service and Contact will be filled in with the defaults for the carrier You may edit Service and Contact if they are wrong for this particular bid DRAFT 8 16 2005 80 Carer Service Contact Ref H Comments Origin City Genna State Locale NV Dest City po State Locale ea Mileage joo Pieces im Pallets io Act we ibs oog Dim Wt dbs ono Cube Ft ooo Status Requested l Code Charge Description Unit Charge Units Total Amount 0 00 7 The contact field should contain the contact person for the carrier To search for the right contact person click Contact to look up the right contact person 8 The table at the bottom is for charge information Click the space under Charge Description for a drop down menu of charge options If you choose a charge description option the code is filled automatically There is a simil
30. second drop off At this point the drop offs aren t associated with a particular pick up we will create orders to do this The pick ups and drop offs are in the order of stops the truck will be making s P a d aiaiai 7 Opt ge STILE pime iia p OPE O Ti pc ae ee eg mt i m ee eee soe et Pickups and Dropoffs State flac Add Pick 1 Atlantic Retail Group Pickup Genoa Ny l Add Drop 2 Atlantic Clothing Pickup Reng HY Edit 3 Midwestern ManuFa Dropoff Des Moines IA 3 4 Atlantic Clothing Dropoff Atlanta GA Delete lt gt be I Picky Details Genoa i on this Pickup mente a ats aa ee re f a p ee ee s PEN m te ee T 8 Make sure the Orders on this Pick up button near the middle of the window is clicked in DRAFT 8 16 2005 172 Load 2 50 Load ID 2750 Load Type Broker age as Customer 0 00 Carrier 0 00 Default Carrier Load Status available Net Revenue 0 00 Stop Details order Details BOLs Invoices Notes Events Pickups and Dropoffs je Nene oer a cy Add Fick Atlantic Retail Group Pickup Genoa Wy vt Add Drop Atlantic Clathing Pickup Rena Edit Midwestern Mangta Dropoff Des Moines TR Atlantic Clothina Provati Atlanta I Delete Pickup Details Genoa l Orders on this Pickup i Add New Select Edit Remove Items si Mileage 0 0 Pallets Pieces T Act weight 0 0 Dim weight Cube ft gt 0 00 Driver Log Eguipment Log Bi Pickup POD Info 9
31. software from publishers wou trust What s the risk DRAFT 8 16 2005 17 Click the Run button to run the software installation program and you will be prompted on whether to begin installation Microsoft NET Framework 1 1 Setup YD Would you like to install Microsoft MET Framework 1 1 Package Mo Click the Yes button to open the license agreement window Read the License Agreement and click the agree radial button the Install button will become available as follows in Microsoft NET Framework 1 1 Setup iz Ed E iil License Agreement Microsoft 4 copy of thus license is available for printing at http go mocrosott comfwlnk Linkld 12285 4 ile SUPPLEMENTAL END USER LICENSE AGREEMENT FOR MUROS ABT SOFTA ARE have read understood and agree to the terme of the End User License Agreement and so signify by clicking l agree and proceeding to use this product da not agree Click the Install button the installation will begin Once installation is complete the following window will appear DRAFT 8 16 2005 18 ig Microsoft NET Framework 1 1 Setup lel Installation of Microsoft WET Framework 1 1 i complete Click the OK button You are now ready to proceed with the Installation of TFConnect 9 Locate the folder location where you downloaded the TFConnectSetup msi file in this example the desktop and find the following TFCConnectSetup msi Icon Pi a ee oe 1 as
32. where it is applicable 3 Save the airport You will notice that once you have saved the Code field becomes un editable Airports Code 3 Country US United States od Mame Hartsfield International Airport Cnty Atlanta otate Locale GA ZipvPost Code DRAFT 8 16 2005 47 Search for an Airport 1 Click Directory gt Airports gt Search to open the Search Airports window Search Airports Find Airport Airport Code Search Airport Mame City atate Locale Country Search Results Airport Name State Locale Zip Post Country 2 Enter any information you know about the airport you are searching for to narrow your search If you want to see all the airports leave all the fields blank 3 Click Search Your results will appear in the Search Results table at the bottom of the airport search window 4 Double click on a result row to open the airport window for editing Right click results to export the contents of your search DRAFT 8 16 2005 4g Look up or Edit Equipment Types 1 Click Directory gt Equipment Types to open the Equipment Types window 2 To edit information for a type of equipment click on the row for that equipment In the lower portion of the window there are editable fields Equipment Types Description Avail Length at Avail Height Avail Volume Dry Yan 53 8 8 3 964 4 Dry Yan 48 a 8 8 Flatbed 48 0 0 Reefer 48 i i 8 7 Description Fla
33. 16 2005 50 4 Save The new equipment type will be added to the list of other equipment types Equipment Types Dry Yan 457 Flatbed 48 Reefer 43 Flatbed 53 Description Flatbed 53 Available Length Ft oo o Available Yolume Ft 4 oo o Calculate Available Width Ft oo Availabale weight bs oo Available Height Ft oo Measurement System Engish DRAFT 8 16 2005 51 Add Equipment to the Fleet 1 2 Click Directory gt Fleet gt New on the main menu bar to open an equipment window Required fields for entering in a new piece of equipment to the fleet are number and description Equipment ID is filled in automatically Enter other information about the equipment in the scroll down attributes area Remember to save Equipment E 5 E EUU LEN Category Wan Trailers Y Mumber Sub Category Dry Description Comments Attributes Nea Air Ride Double Deck HH Floor Type Height Ft Insulated Length ift Lift Gate Load Bars Load Locks E Max Cube Fb Max Weight lbs DRAFT 8 16 2005 52 Search for Equipment in the Fleet 1 Onthe main menu bar click Directory gt Fleet gt Search to open the Equipment Search window 2 Set your parameters and click Search Equipment Search FEPER mooo Seach Equipment For search f Entire Company Category van Trailers i fe My Subscriber Sub Category ow Description as Search Results ID Number
34. 4 INVOICING Your invoices and bills of lading are built as you build a load Invoice management allows you to search for update and print these invoices as well as bill customers and pay carriers Search Invoices 1 On the sidebar menu under the invoices heading click the Search button to open the search invoices window Search Invoices Bill To Remit Tao Invoice Print Status Search Results Search Invoices For a E Search C Entire Company a Just hiy Subscriber Invoice Dates through Balance Due Only w AIR W AIP Bill To Balance 2 Set up your search parameters Use the Quick Search area at the top of the screen to specify parameters Click on any blue underlined label to perform a contact search for the parameter field you are trying to fill in 3 Click Search in the upper right hand corner when you are done setting up your parameters 4 Right click for options to export search content print the invoice or open the load You can also double click on the row of an invoice if you wish to open the load associated with it in order to update invoice information DRAFT 8 16 2005 125 Closeout Receivables and Closeout Payables 1 On the sidebar menu under the invoices heading click the Closeout Receivables button to open the window for creating invoices for your receivables Closeout Receivables Create Invoices Create Options
35. 5 25 Total 0 00 Audit Summary Fay Discount 46 00 Carrier Discount 43 00 Pay Rebate 0 00 Carrier Rebate 0 00 Pay Total 145 25 Carrier Total 145 25 Difference From Contract 0 00 Reason For diff From contract Difference From Carrier 0 00 Benchmark Savings 145 253 Perform Audit 17 In the table at the top of the audit details window Pay stands for what you actually pay Carrier is where you fill in what the bill says and DRAFT 8 16 2005 131 Benchmark stands for what the contract says you should pay You may add extra surcharges to this table by adding rows 18 Compare the contract profile total located in mid left part of window to your bill 19 If there are any discrepancies between your bill and your contract you must enter a reason for the difference lower right before you try to click Ok to finish with the audit details window _ NewAudit NewCarrierInvoice ooo l ffx Audit Details 375 p ream E 11372 11372 a72 000 405 Fuel Surcharg 15 56 15 56 15 56 i 0 00 IDL IDL race Daten a Delivery _ ts 50 00 aos 75 00 En 50 00 EOE 0 00 oan am ann am gt Contract Profile ee Profile Apply Rate Base CzarLite LITEC202 O17 Rate Base Total Weight 650 0 Discount An Minimum 72 PUES fx Rebate Total 19 Pay and carrier totals do not match You may need to enter an adjustment to balance the carrier total
36. Click Address to enter a bill to address You may click Default GL Code to search for another GL code 9 Use the table to add charges to the invoice To add a row enter something in the current row then press enter To delete select a row _ by Clicking the beige box on the left oy it then press the delete key _ mT er et S E oo Code Charge Description Unit Charge Units Quantity rE Amt Comments GL 0 00 Flat Charge O 0 00 Sal Detention Loading Freight Charge Fuel Surcharge h aJo Insurance Premium Rebate H Total Charges 0 00 Auto Rate Sales Reps Ok Cancel If you click on some of the entries in the table there are drop down menus 10 At the bottom of the window you can click Auto Rate using the rates in your rate bases and profiles or Sales Reps to add more information 11 Click Ok in the bottom right of the window when you are finished with the window and want to attach the customer BOL Invoice information to the load 12 Save your work DRAFT 8 16 2005 102 Create Carrier Invoices 1 Make sure the load for which you want to add BOL Invoice information is open If you are confused see Creating a Load or Searching for an Existing Load 2 Click on the BOL Invoice Tab of the load window 3 To add a carrier invoice click Add in the Carrier Invoices area of the window Note To add a carrier invoice there must be a carrier assigned to at least one stop on the
37. Delete DRAFT 8 16 2005 ey Adding a Sales Rep to a Contact 1 Find the Sales Rep Commissions Area if the Contact People Sales Reps tab of the contact window Create a Sales Rep Click Add a Contact SalesRep pop up will appear where you can enter commission information for a sales rep Use the drop down menu to choose the sales rep from a list of all the sales reps you have created Enter the sales rep s commission percentage Click Ok Sales Reps Commissions Adc Edit Delete Sales Rep Commission 3 0 00 Editing a sales rep s commission percentage Highlight the row of the sales rep whose commission you wish to edit 1 2 Click Edit 3 Enter anew commission percentage 4 Click Ok Sales Reps Commissions Add Simpson Homer Jay 15 00 Edit Contact SalesRep x Delete sales Hep Simpson Homer Jay r Commission q Cancel Deleting a sales rep from a contact l Highlight the sales rep you wish to delete from the contact 2 Click Delete DRAFT 8 16 2005 38 Shipping Details Tab lf you have selected that a contact is a shipper the Contact window for that contact will have a tab entitled Shipping Details This tab allows you to set defaults for freight class and commodity good shipped for the contact In Shipping Details you can also enter begin and end times for shipping and special shipping comments for a contact C
38. Load 2636 SPE Load ID PETE Load Type Brokerage Customer 1 353 54 Carrier 0 00 Default Carrier Load Status available Met Revenue 1 383 54 Stop Details Order Details BOLslInvoices Notes Events Pickups and Dropoffs Pick Drop fide Pick 1 Midwestern Manufa Pickup Des Moines Ut Add Drop 2 Atlantic Retail Group DropotF Genoa Edit lt MT gt Delete Pickup Details Des Moines Orders on this Pickup Carrier Contact PO Ph PO Sched Pickup oefoef2005 ia oo Fax PO Equip Type Dry van 538 o a Special Instructions Driver Log Equipment Log Pickup POD Info 12 Select a carrier for the load by clicking Carrier and choosing the appropriate contact here I m using the bill as carrier used to shop rates in the quote Click Carrier Contact to select a contact person associated with the carrier DRAFT 8 16 2005 148 Load 2636 SEE Load ID 2656 Load Type Brokerage Customer 1 383 54 e ee Carrier 0 00 Default Carrier DEMOB Load Status available a Stop Details Order Details BOLslInvoices Notes Events Pickups and Dropoffs cit Sta l Add Pick Midwestern ManuFa Pickup Des Moines Add Drop Atlantic Retail Group DropotF Genoa ny Edit itt Delete Pickup Details Des Moines Orders on this Pickup Carrier DEMOE Demo Broker Carrier Contact Demo User Fh 770 818 9434 Sched Pickup o6 06 2005 iz oo Fax Equip Type Dry van 53 7 Sp
39. Note Dispatched Pickups and Dropoffs In Transit io Name ieDrop_ Ceiveted Add Pick Atlantic Clothing Pickup l 4dd Drop Atlantic Retail Group Dropoff Genoa Edit O Delete ieee CO aa ees 4 Remember to save the load Check for and Update Dispatched Loads 1 Inthe sidebar menu under the heading Track click the Dispatched button to open a Track Dispatched window with a list of all assigned loads Track Dispatched Export Contents oh P par a on a 5 e ae prup p os M aeeten ae mA oe PEFP ETE ae ey ak rr er rs oa R al T a uy ee he ol DRAFT 8 16 2005 122 lf you find a load that needs updating open the load by double clicking or by right clicking and selecting Open Load When the load screen opens you can change the status from dispatched 3 to in transit or delivered by using the drop down menu for load status 2 Load 55 Load ID a557 Load Type Braker age m Customer 0 00 l Carrier 0 00 Default Carrier DEMOB Dispatched A eaa 0 00 Available Assigned Dispatched In Transit Delivered Canceled Stop Details Order Details BOLs Invoices Mote Pickups and Dropoffs Mo Name PickiDrop__ ste Add Pick 1 Atlantic Clothing Pickup minden l Add Drop 2 Atlantic Retail Group Dropoff Genoa Edit Delete F 4 a TO S af pe n a oo Anm i T i gt k
40. Retail Group Atlantic Retail Group 1235 Brewery Lane E 2o41 Brewery Drive Genoa MY 89411 7 Genoa MY 89411 US US Phone 775 312 8962 Phone 775 312 8234 Airport Code Export Code TEConnector Comments Contact Types i Shipper if Consignee i BillTo Airline Carrier W Bill As 6 The contact group membership window will open with a list of groups you may add the contact to Click on the checkbox to the left of a group name to add the contact to that group Contact Group Membership Membership 7 Click Ok on the right of the groups list 8 Repeat steps 4 7 for all the contacts you want to add to groups DRAFT 8 16 2005 45 Create a New Sales Rep 1 Click Directory gt Sales Reps gt New to open the Sales Rep Information window Sales Rep Information ID First Mame Middle Mame Last Mame Tax ID Number Comments 2 Enter Information for the sales rep in the fields provided The ID number will be generated automatically If you enter a tax id it must be unique to that sales rep DRAFT 8 16 2005 46 Add a New Airport 1 Click Directory gt Airports gt New to view the form for making a new airport Airports Country US United States Cty state Locale ZipiPost Code 2 Tocreate an airport you must fill in the fields for Code Name and City You may also fill in State Locale and Zip Post Code information
41. TFConnect TFConnect User Manual Top Flight Concepts LLC 2005 TABLE OF CONTENTS INSTALCA TION cincime aa 5 TFConnect Installation Instructions for Windows 2000 5 TFConnect Installation Instructions for Windows XP 12 INTRODUCTION ON USAGE 1 00 eceeeceeeseeeeeneeeeeneeeenneesenseesenseeeoaes 24 Basie INAV IC Al ON riinan a a Ea A a aE RG 24 File Menu and Main Toolbar Options cscccccseeseeeeeeneeeeeeees 25 SAVIN Gesse E E 25 EX DOMING adanan Ree 26 Minimizing and Maximizing a WINCGOW c scssseeeeseeeseeeneeeees 27 Definitions for Commonly Used Terms scccccseeseeeeneeeeeneeees 28 General Computer Terms cccccccccccccccescceesseeceesseeeessseeeeenaees 28 TPCORNCCE TEMS oeo css hed r E A eaten 28 OBUONS SENING Saanaa oe ae ae nee ees 30 Changing Your PaSSWword ssccssssessessesesseeeeseeseeseesenneeseneees 31 BUILDING YOUR DIRECTORY cccsseecseseeeenseeceeseesenseesensenees 32 CONTACTS conaran 32 Adding a Contact ssssnnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnne 32 Contact People Sales Reps Tab ccsssscsssseeeseseeeeneeeeneeeeenees 35 Adding a Contact Person to a Contact eee 36 Deleting a Contact Person from a Contact 0 0000 37 Adding a Sales Rep to a Contact 0 cc cceccceeeteees 38 Shipping Details Tab cccccsssesceseeeeseeseeseeeeeseeseesee
42. To 12 03 2005 Customers Copy Rate Profile Pricing amp FAK Details 3 Click Add to add a customer to the rate profile The contact search window will open so you can choose a customer DRAFT 8 16 2005 66 Search Contact M afk Code Clear Search Fields Add New Contact Search Name Cancel City State Locale Group Cal zipi Post Country TRConnector Phone Bill To Parent Type Shipper Consignee Airline Bils TFConnector m Search Contacts For 7 Entire Company lf BillTo Carrier Equipment Search Results f Just My Subscriber State Local Zpiros T Atlantic Retail G 123 Brewery Lane Genoa s DEMOB Demo Broker 3350 Riverwood Parkway Atlanta T 30330 Kae Midwestern 4p 234 Wesley Lane 90458 i i Midwestern Ma 123 Main Street Des Moines Iowa 23445 1 ie a alt F r sii m n r 2 we 1 Ty a ae if mn T Be m ee MP x35 i i io of a s e 4 Once you have click Search in the Search Contacts window double click on the row of the customer you want to add to the rate profile 5 Save your work to be able to add pricing and FAK info to the rate profile Rate Profile ol Eg Carrier Service Description Valid From Customers bemos Demo Broker 0 Standard Truckload jstandard truckload rate profile for demo oefosj2005 ValidTo fizjosjzoos Atlantic Retail Sroup i Copy Rate Profil
43. Zip Post 30074 Calculate Mileage Type i Practical Shortest C Interstate Reduce Tolls C Yes No Mileage 836 0 Total length ft enter the total length of the equipment Item description The item description table allows for detailed input of the item code description shipping class number of pallets number of pieces actual weight length width height cubic dimension and dimensional weight Adding new item rows to the table 1 Enter something in the last available row 2 Press enter key Deleting an item row 1 Select the row by clicking on the beige rectangle to the left of the row 2 Press delete key The Quote window Details tab also has text box at the bottom where you may write down special instructions DRAFT 8 16 2005 75 Quote Info Tab of the Quote Window In the Quote window click on the Quote Info tab to access the form to enter and edit detailed customer and carrier quote information Quote 426 DER General Info Details Quote Info Il I am brokering this shipment p Customer Quote Code Charge Description Unit Charge Units Quantity Charge mt Bill As Carrier IDEMOB Demo Broker Service st andard LTL Amount 0 00 Shop Rates gt Carrier Quote Accepted Carrier Service Amount Shop Rates m Rate Notes Bids MWotesjEwents Cancel This Quote Cr
44. ad Type Brokerage Customer carrier Default Carrier Load Status Available EE Rea Stop Details Order Details BOLs Invoices Notes Events Pickups and Dropoffs Mo Name Pick Drop Add Fick l 4dd Drop 2 Dropaff Edit 3 Atlantic Retail Group Pickup Genoa s Demo Broker Pickup Atlanta Delete Pickup Details Atlanta Orders on this Pickup Carrier Contact PO Phi Sched Pickup osfig 2005 A oo Fax E Equip Type Dry van53 o Special Instructions Driver Log Equipment Log Bids 0 POD Info Make an Order based on a Quote from the Load Window 1 On the load window there is an Order Details tab click it to open it 2 Click Import DRAFT 8 16 2005 120 Load New aala Load Type Brokerage m Customer Default Carrier DEMOS Load Status lavalable Net Revenue 0 00 Stop Details Order Details Invoices NotesjEvents Orders Mileage 0 0 Pallets oO Pieces D Act weight 0 0 Dim weight 0 0 Cube ift 0 00 Pickups and Oropoffs Call Pickups and Oropoffs Pickups and Dropoffs For Selected Order Invoiced Driver Lag Equipment Log Bids 0 BOLIPOD Info 3 When you click Import you will be given the following options Wielete From Quotes From Downloaded Orders click From Quotes This will open a search quotes screen 4 When you have found the right quote right click on its row 5 Click Create New Load from the right cli
45. ad is dedicated it s yourself and make sure the load type is correct 3 Inthe pick ups and drop offs area click Add Pick to add a pick up and Add Drop to add a drop off to a load You can make as many pick ups and drop offs as you like __ Lead New Ek Load ID 3183 LoadType Brokerage Customer 0 00 Carrier 0 00 Default Carrier Load Status available Met Revenue 0 00 1 Pickup Stop 1 Shipper Populate From Last Stop ae E Add Fick Mame stlantic Retail Group i Add Dro Zip Post fea Edi Address a E E aj Delete City Phone 775 412 0962 SkatefLocale Fax Country US Lnited States Airport Contact Person Drivers Equipment Bids 0 Pickup POD Info 4 Add an order to pick ups and drop offs Go to the Order Details tab and click Add DRAFT 8 16 2005 152 Load New Load ID 3183 Load Type Broker age Customer 0 00 l Carrier 0 00 Default Carrier Load Status Available epee ene Stop Details Order Details BOLs PROs Notes Events Orders Ordered By Order Number Equipment Type Pallets aii i ba lt gt Aa 0 0 lets g e Pieces Lat gt i 1 i EN _ E ny Mae A ies F Sr aa T g i 5 The order window should open In the Ordered By field put the contact code of the customer w
46. ad you want to assign use the drop down menu for the load status field to change the load status from available to assigned You can now use the sidebar tracking feature for this load Load 2558 Ex Load ID 2558 Load Type Brokerage Customer 0 00 l Carrier 0 00 Default Carrier Load Status Available Net Revenue 0 00 Available Stop Details Order Details BOLs Invoices Mote faecmnEE h Dispatched Pickups and Dropoffs In Transit Deli d pagorap_ 29teres Tae y 1 Atlantic Retail Group Pickup Genoa Add Drop 2 DropotF n Edit Delete lt TTT a a Soo T ee T as er a eee 4 Remember to save the load 5 Close the Assign Available Loads window DRAFT 8 16 2005 109 Add and View Tracking Events and Notes on a Load 1 In the Load window go to the Notes Events tab Load 3010 Load ID S010 Load Type Dedic ated Customer 1 717 70 Carrier 0 00 Default Carrier DEMOE Load Status Dispatched Net Revenue 1 717 70 Stop Details Order Details BOLs PROs Notes Events Comments Motes Events f Show Motes Show Tracking O Show All Events Event Description Mote Comments Add Note dd Tracking Delete Drivers Equipment Bids 0 Pickup POD Info 2 Inthe top comments section of the window you may save any necessary general comments about the load 3 The notes events section in the lower portion of the window allows for three views s
47. ails Order Details BOLs Invoices Notes Events Pickups and Dropoffs No Name Pic Drop Add Fick Demo Broker Pickup Atlanta 7 Add Drop 2 Atlantic Retail Group Dropotr f Ix Genoa Edit lt 4 gt Delete Pickup Details Atlanta ean Ene e a Ordered By Order Number Equipment Type Fallets Pieces Actu Add New Demo Broker Dry Yan 53 3 00 14 00 Select Edit Remove Items l gt Mileage 0 0 Pallets 3 Pieces 193 Ack weight 89 0 Dim Weight 89 0 Cube Fe 0 00 Driver Log Equipment Log Pickup POD Info 12 You can click Add New to make a new order for the stop Otherwise highlight the row of the existing order you wish to work with and click select edit remove or items for more options 13 Remember to save changes you make and want to keep DRAFT 8 16 2005 93 Add an Order to a Load 1 Go to the Order Details tab in the load to which you wish to add an order 2 Click Add to open the window for creating a new order to put on the load Load 2553 Seles Load ID 2553 Load Type Broker age Customer 0 00 erae e Carrier 0 00 Sa DEMOE ee Siei Available hi Net Revenue 0 00 Stop Details Order Details BOLs Invoices Motes Events Orders Ordered By Order Number Equipment Type Pallets lt Mileage Ack Weight 0 0 0 0 Pallets 0 Pieces 0 Dim Weight 0 0 Cube Fee 0 00 Pickups and Dropotfs C All Pickups and Dropoffs Pickups and Dropoffs for Sel
48. ame Street City Country Consignee Contact Name Street City Country Contact JE am Hew Load Odd To Existing Load 2 A load window with information from the quote will open 3 Be sure to save the new load and changes you make to it DRAFT 8 16 2005 118 Load 559 Load ID 2559 Load Type Broker age Customer 0 00 Carrier 0 00 Default Carrier Load Status Available Net Revenue 0 00 Stop Details Order Details BOLslInvoices Notes Events Pickups and Dropoffs Pick Drop Add Pick 1 Demo Broker Pickup Atlanta add Drop zZ Cropoff Edit lt in gt Delete Pickup Details 4tlanta l Orders on this Pickup Ordered By Order Number Equipment Type Fallets Pieces Actu Add New Demo Broker Dry Yan So Select Edit Remove Items lt I 2 Mileage 0 0 Pallets Pieces T Act Weight 0 0 Dim Weight Cube Fre 0 00 Driver Log Equipment Log Bids 0 POD Info Note that when you click Orders on this Pickup button on the load window the order is populated according to the quote Add a Quote to an existing load 1 Click Add To Existing Load in the bottom right of the Quote window to open the Search Loads window 2 Inthe Search Loads window results tab double click on the load onto which you want to add the quote The load window will automatically open DRAFT 8 16 2005 119 with the new quote information added load 2559 Load ID 55C Lo
49. ar drop down menu for Units DRAFT 8 16 2005 8 Bid Carrier DEME Mame D emo Broker Service Standard Truckload bi Contact emos Ref S07 Comments Origin Ciky Atlanta State Locale Ga Dest Ciky State Locale Mileage 29 0 Pieces 57 Pallets f4 Ack wt lbs 693 00 Dim Wt lbs 0 00 Cube ft gt 260 00 status Requested r mption Unit Charge Units Quantity Charc JE 6 00 Per Mile og 534 ge 1 00 Per Mile Fer Found Per CMT Per Pound Dim Per CWT Dim Fer Mile Per Stop Per Piece Per Pallet The charge is calculated automatically based on the unit charge and quantity 9 When you are done entering bid information click Ok at the bottom right of the Bid window DRAFT 8 16 2005 82 Carrier DEMCOE Comments Name Demo Broker Contact Dema User Ref P Origin City Genoa State Locale Nv Dest City State Locale Ca Mileage o o Pieces lo Pallets Ack Wk lbs 2344 00 Dim Wik lbs 2344 00 Cube ft gt 0 00 Status Requested Code Charge Description Unit Charge Units Total Amount 0 00 10 The new bid will be added to a list in the Bids screen Carrier Name Demo Broker 11 Save your work Manual DRAFT 8 16 2005 Status Requested Cancel Accept Bid Unaccept Bid Close 83 Editing a Bid 1 2 3 4 Open the quote with the bid you wish to
50. arrier 0 00 Default Carrier Load Status Available Net Revenue 0 00 Stop Details order Details l BOLsl Invoices MoteslEvents Pickups and Dropotfs oe No Name Pick Drop invoiced cit Sta Add Pick mir Add Drop Pickup Stop 1 fx i Shipper Populate From Last Stop Delete Mame ZipiFost a I city En Phone a State Locale e Fax Country US United States gt ee sd contact Person Ok Cancel Address Driver Log Equipment Log Bids 0 Pickup POD Info 3 Click Shipper to open a search for the shipper or just enter the contact code Once there is a contact code in the shipper field the address information is automatically entered Click Contact Person to choose the right contact person from a list 4 Click Ok in the pickup window The pick up will appear on the pickups and drop offs list in the load window 5 Add another pick up the same way this time use a different shipper See steps 2 4 DRAFT 8 16 2005 171 6 Click Add Drop to add a drop off location The drop off window works exactly the same as the pick up window only there s a consignee instead of a shipper Dropoff Stop 3 consignee Populate From Last Stop Mame Midwestern Manufacturer fip Post 50301 Address 123 Main Street City Des Moines Phone peny State Locale Ho Fax PO Country US Lnited States Airport P Contact Person ane Cancel 7 Add a
51. ate og n6 2005 gt Time 12 o0 Equip Type Dry van se El Delivery Date 06 07 2005 B Time iz joo Mileage 1627 7 Total Length Ft 53 0 Item Information Description Class Pallets Pieces Ack Weight lbs Length fin Width tint stockings 60 0 15 S00 500 00 76 00 76 00 al Pajp Rieces gga Agal Wah ONS aDimninbs 35 9460 Rube YFP Sinan a DRAFT 8 16 2005 146 9 Open the quote info tab on the quote window With rate bases and profiles set up you will be able to automatically shop rates 10 Make sure there is a bill as carrier use the drop down menu to select a service for the quote Then click shop rates to open a rate shopping window Choose your rate and click Select Rates in the rate shopping window The rate information is automatically input on the quote ree TER General Infa Details Quote Info i I am brokering this shipment Customer Quote pde Charge Lie ME arQe Anes ank AAF d 080 Freight Charge 1 627 70 Flat Charge 1 627 70 275 Discount Incentive 244 16 Flat Charge 244 16 Bill 4s Carrier IDEMOB Demo Broker evite Standard Truckload mount 1 363 54 Shop Rates in Carrier Quote Accepted Carrier Service Amount Shop tates Rate Motes Bids WotesfEvents Cancel This Quote Create New Load Add To Existing Load 11 Click Create New Load in the bottom right to open a load window based on the quote DRAFT 8 16 2005 147
52. bed48 000 t lt i lt _ua aw Available Length Ft 48 0 Available Volume Ft oo Calculate Available width ft 8 5 Availabale Weight lbs 44000 0 Available Height ft oo Measurement System Engish xl 3 You can click Calculate to automatically enter the volume based on the available length width and height of the equipment 4 Save or undo once you have done any editing The window will not allow you to click on any other rows in the equipment type table until you have either saved or clicked undo on the main toolbar if you wish to delete your changes undo icon is circled in red DRAFT 8 16 2005 49 Add a New Equipment Type 1 Click Directory gt Equipment Types to open the Equipment Types window 2 Inthe main menu bar click File gt New File Edit Manage Rep Change Password Opbions Exit If you prefer you may also click the new icon in the main toolbar below the main menu bar TF onnect 3 In the Equipment Types window the fields will become blank and you will be unable to select from the list of current equipment types Type information for the new equipment type in the blank fields Equipment Types Dry Yan 45 Flatbed 45 Reeher 48 Flatbed 537 Description Available Length fey Available volume Fr Calculate Available Width Ft l Avalabale Weight lbs Available Height Ft T icem emin ma m DRAFT 8
53. button Load 2553 SE Load ID aoG3 Load Type Broker age Customer 0 00 Carrier 0 00 Default Carrier DEMOE Load Status Assigned Net Revenue 0 00 Stop Details Order Details BOLslInvoices Notes Events Pickups and Dropoffs cit Sta Add Pick 1 Demo Broker Picku 1x Atlanta Add Drop 2 Atlantic Retail Gro Dropoff 1x Genoa Edit fi gt Delete pita Orders on this Pickup a a Carrier DEMOB Demo Broker Carrier Contact Demo User Phi 770 818 9434 Sched Pickup 05 19 2005 12 o0 Fax Equip Type Dry Yan 53 Y Special Instructions Driver Log Equipment Log Pickup POD Info 7 In the lower portion of the window you may now add and edit information for the carrier scheduled pickup or drop off equipment type and special instructions 8 Remember to save changes you make and want to keep DRAFT 8 16 2005 92 Add View and Edit Orders on a Pickup or Drop off 9 Open or create the load you wish to work with 10 In the pickups and dropoffs list Highlight the row of the stop for which you want to add view or edit orders 11 Click on the orders on this pickup or drop off button in the middle portion of the window to open the list of orders on the selected stop in the lower portion of the window Load 553 SEE Load ID 2553 Load Type Brokerage Customer 40 00 Carrier 0 00 Default Carrier DEMOE Load Status Assigned Net Revenue 0 00 Stop Det
54. by clicking Contact Person Save what you have done so far Go to the details tab of the quote window Input pickup and delivery dates and times as well as equipment type and total length of the equipment DRAFT 8 16 2005 144 Quote 458 Seles General Info Details Quote Info Pickup Delivery Pickup Date nefoe 2005 Time iz foo Equip Type pry van 53 Delivery Date joe 07 2005 A Time 12 o0 Mileage 0 0 Total Length Ft 53 Item Information Code pescan Class Pallets Pieces Act Weight lbs Length in width fin Palets 0 Pieces O Actual weight 0 0 Dim Weight 0 0 Cube 0 00 Special Instructions Bids WotesfEvents Cancel This Quote Create Wew Load Add To Existing Load 7 Click Mileage in the details tab Zip codes should be automatically input from the contact information Click Calculate Click on the map tab to see a picture of the map for the directions Click Ok to input the mileage to the quote DRAFT 8 16 2005 145 gt Calculate Mileage Origin Zip Post 50301 Destination Zip Post 89411 Calculate Mileage Type i Practical Shortest C Interstate Reduce Tolls C Yes f Ao Directions Map h h ie Mileage 1 627 7 Ok Cancel 8 Enter item information into the table Some fields like volume or dimensional weight are automatically calculated k Quote 458 Read Only General Info Details Quote Info Pickup Delivery Pickup D
55. c csssseseeseseeeeees 122 Check for and Update Dispatched Loads ccssseeeseeees 122 Mark an In Transit Load as Delivered cssscssseseeseeeeeenees 123 INVOICING sesana 125 SEAICIT INVOICE Sannan a 125 Closeout Receivables and Closeout Payables 00 126 Manage Accounts Receivable Transactions sscsssesssees 129 AUDITING rseaisaice aise steia tes cicecdence ce eiae eae a aaa 130 DRAFT 8 16 2005 3 Perform a New Audit cccccceccccncsccccncececeacscecenceeeneacsesneseeaeaeass 130 SEARCY TOU an PU GI ssr 134 Create Payment Batches cccccsssseeesesseeeeeeneeeseeneeseeeseesenenss 135 Search using Payment Batches ccssccesseseeeeseeeeeneeeeeneeeeans 136 UNS accra ceca eciasiertaat ace taptieetbetivedsectiesdiasedesd baedestivcdeetncventivads 139 Add and Update Claims cccccsceceseseeeeneeseeneeeeeneeeeeneeenneeneans 139 Adding a C1 114 eE serene nese Nees 139 Edit and Update a Clatim cccccccccccccccccescccesteeceesseeeeeeeeeens 141 Search Tora ClalMipcaa aaas 142 COMMON SCENARIO EXAMPLEG ccccccsesseeeeeseeeeeenseesees 143 Single Pick up and Drop off From a Quote cccccsssseeeeeees 143 Make a Load without a QUOTEC ccccceeseseeeseenseeseeseeeseeeneees 152 Make a Load with one Pickup and Two Drop offs 163 Making a Load with Multiple Pick ups and Drop offs 171 DRAFT 8
56. ccept by clicking on the bid s row 4 Click Unaccept DRAFT 8 16 2005 85 Using the Connect Feature Whenever you have an open quote window up the Connect Option appears on the main menu bar to quickly post to Internet Truckstop and e mail bids TFConnect Edit Manage Reports Connect Directory Tools Window Help l TE amp ah Post To e t Quotes Peesi Ei r r a ET b oo a ee ee ee Post to Internet Truckstop 1 Make sure the relevant quote is open 2 In the main menu bar click Connect gt Post to gt Internet Truckstop 3 Enter Bid information File DRAFT 8 16 2005 Internet Truckstop Request Bid Acct LE Action as Order ID a Crderfload notes Origin City ay State Locale as Desk City CE State Locale seen Mileage Actual weight a Length Req ena Staps o Fay Amt O oo Pickup Date orazio 7 Time ia Delivery Date o1j02 2003 Time Equipment Comments Partial Full Partial Truckload C Full Truckload Contact Phone Remove From Web Refresh Bid From Order Post New Request Access Website Viewing Posting History Cancel Request a Bid via E mail 1 2 Make sure the quote for which you want to request a bid is open In the main menu bar click Connect gt Request Bid gt Via E mail Enter in the bid information and e mail it DRAFT 8 16 2005 87 Request Bid Via Email From patty acestransport com CL
57. ciated with a load it becomes Read Only un editable Once I ve made a quote how do I use the quote to make an order on a load You can do this either directly from quotes or from a load Make a Load From Quote Window 1 Open the quote for which you want to make a load If it is a new quote you must save the quote with Req By and Order filled out before you can work with loads Confused Try Opening an existing quote or Creating a new quote first 2 You can either make a new load from the quote or you can add the quote as an order on an existing load Make a new load from the quote 1 Click Create New Load Quote 430 General Info Detail Quote Info 430 Order Status open Reg By bemos Demo Broker Order oe Contact Demo User Order Type Sales Order Phone 770 818 9434 Shpt Type Outbound BOL Payment PPD Prepaid Shipper Contact IpDEMOB Demo Broker Mame Demo Broker Scheer 3350 Riverwood Parkway Suite 1760 City Atlanta State Locale Ga US United Stat zip Fost Code 20339 Demo User Phone 770 818 9434 Quote ID Country Contact HotesfEvents Cancel This Quote Seles Bill To Contact DEMOB Demo Broker Demo Broker 3350 Riverwood Parkway Suite 1760 atlanta State Locale loa U5 Linited Stati Zip Post Code 30339 OS State Locale US United Stati Zip Post Code Phone m M
58. ck Search at the upper right of the current loads area lial Po Zz An eee ite a d oe mr E na cee a m a T aA Se E _ oe Tak Laces E E E ind d E Hi anly unassigned Ordered By Load Type i J Carrier e esm ooo ID Sb o EE Bane Available Available Assigned minden MwY Genoa My Assigned Genoa MY afi i2005 T Available Atlanta Ga 519 2005 Genoa Mw 2 Highlight the row of the load you wish to work with by clicking on it 3 Right click for the following options export contents mark as delivered open load DRAFT 8 16 2005 114 Set Recurring Loads 1 On the sidebar menu under the loads heading click the Recurring button to open the Recurring Loads window Recurring Loads Load ID Max Tol Copy Carrier Copy Dates Firsk Stop lt l gt Load ID k Maximum number of loads to create Formal Fig Comments 2 On the main menu bar click File gt New to open an editable window for a new recurring load Recurring Loads ig mfx Load ID Max To C Copy Carrier Copy Dates First Stop gt i R Load ID Maximum number of loads to create i Copy carrier information Copy pickup and delivery dates Comments 3 If you Know the Load ID for the load you are trying to set as recurring enter it in the Load ID field Otherwise click Load ID to perform a load search When you have found the load you want to set as recurring in the l
59. ck options Search Quotes Atlantic R Retail Group Sivie 05 12 he Atlantic Retail Group Export Contents Create New Load i AM ln th lee E ltt Be A i ee en A T G bia DRAFT 8 16 2005 121 TRACKING A LOAD You can use tracking to check for load with a status of assigned dispatched in transit and delivered From the tracking menu you may also update load status as loads make their way to completion Check for and Update Assigned Loads 1 In the sidebar menu under the heading Track click the Assigned button to open a Track Assigned window with a list of all assigned loads Track Assigned Kef eee ID First Pickup e Date m Time Last Dropoff minden My tlantic Retail G minden MY 5 O Assine a _ Assigned Export Contents My 12 00 Genoa CA ale OFER z od ee i i _ a A a r 4 a lls an ES EOF he iee Pri ee O O T ne P Rng a Jo 2 If you find a load that needs updating open the load by double clicking or by right clicking and selecting Open Load 3 When the load screen opens you can change the status from assigned to dispatched in transit or delivered by using the drop down menu for load Status Load 55 Load ID aona Load Type Broker age SUBLET 0 00 Carrier 0 00 Default Carrier DEMOE Load Status Assigned Net Revenue 0 00 Available Assigned Stop Details Order Details BOLs Invoices
60. con the main toolbar DRAFT 8 16 2005 GL Codes GL Code GL Code Descri Debit Acct Credit Acct Sales Brokerage Sales Brokerage Customer A Brokerage Sales Brokerage Transport Broker Transport Brok Carrier Transport Brok AP Brokerage aL Code GL Code Description Accounting System Export Infasmation Ch T Sona ATR Account Mame f Customer O Carrier Income Category 3 Enter the account information for the GL code in the blank fields provided and set the charge type to customer or carrier using the radio buttons 4 Save your work Edit a GL Code 1 On the main menu bar click Directory gt GL Codes to open the GL Codes window GL Codes Eok Debit Acct Credit Act Sales Brokerage Sales Brokerage Customer A Brokerage Sales Brokerage Transport Broker Transport Brok Carrier Transport Brok AP Brokerage GL Code Sales Brokerage GL Code Description Sales Brokerage Accounting Syrien Export Infasmation DRAFT 8 16 2005 59 11 Make sure the GL code you want to edit is selected by clicking on the GL code s row to highlight it 12 Edit the necessary fields in the bottom portion of the window GL Codes GL Code GL Code Descri Debit Acct Credit Acct Sales Brokerage Sales Brokerage Customer F Brokerage Sales Brokerage Transport Broker Transporkt Brok Carrier Transport Brok AP Brokerage GL Code Sales Brokerage GL Code Description Sales Brokerage Accounting S
61. d you must first uninstall the program using the Add Remove programs utility located in the Control Panel of your Windows OS before proceeding with the most current install 1 To download the program open the following webpage http updates tfconnect com The webpage should look like this Download Installation Package for TFConnect Microsoft Internet Explorer File Edit View Favorites Tools Help O Back 7 Address E http Hupdates t tconnect teom Installation Package for TFConnect Chick here to download TF Connect a na ern ee ee es ee ee eee 2 Click on the here link to begin downloading the installation package When the following File Download window appears click the Save button File Download Security Warning Do you want to run or save this file Name TRConneckSetup msi Type Windows Installer Package 17 0 MB From updates tFoonnmect com teas I Cancel While fles from the Internet can be useful this file type can potentially harm your computer IF you do not trust the source do not run or save this software Whats the risk 3 The Save As window for selecting where you want to save the TFConnect Set up file will appear Save in OF amp m my Documents 4 My Computer Mu Recent Em Network Places Documents Desktop My Documents My Computer _ a File name fonnectSetup ms My Network Save as type Windows In
62. d 7132005 Equipment 12 demi Assigned 7132005 Driver 123412 demi Assigned Fi13 2005 Driver 123412 deri R gt Delet Drivers Equioment Bi Pickup POD Info DRAFT 8 16 2005 112 Consolidate Loads 1 Under the loads heading in the sidebar menu click the Consolidate Button to open the Consolidation window 2 You can either consolidate a load based on a current quote or based on a current load To consolidate based on a current quote use the upper area of the Consolidation window 1 Search for current quotes to consolidate on a load Select if you want quotes that are already on a load or not using the radio buttons in the top left portion of the window Note if you select On a load you won t e able to actually add quotes to another load you can just view those quotes already on a load 2 You can also set parameters for the requested by contact the origin and the destination When you have set your parameters to your satisfaction click Search in the upper right of the current quotes area Consoalidation Current Quotes ft Hotonaload n akad Requested gy Origin St Locale De florae fr Quote ID Order Cndercd F Gigin Pickuo Requester Destination Tentativa Camiar_ Bids Locked 426 dtlntic Reta G Genoa e 17 2006 l 420 244 Demo Broker Sblerts Higi 0 431 50 Atlantic Retail G Genoa B11 9 2006 0 ANE m n i mm mm a ieee we r oo ii
63. d harm your computer if it contains malicious code Would you like to open the file or save it to your computer Open CD Cancel More Info IY Always ask before Openihg thre type of file 3 The Save As window for selecting where you want to save the TFConnect Set up file will appear Desktop Mu Computer E w File name TFConnectSetup ms kly N nie ork FP Save as type windows Installer Package After choosing the location where you would like to save the TFConnectSetup msi file click the Save button Helpful Hint Save it to your desktop you ll know exactly where to find it 4 Once the download completes click on the Close button of the Download Complete window You may also close the web browser at this point DRAFT 8 16 2005 6 i Download complete a ES Ioj x a ps Download Complete Saved TFConnectS etup mst from updates theonmect com Downloaded 17 0 MB in 3 sec f Download to C Documents a TFConnectS etup msi Transter rate F 6o MB Sec Close this dialog box when download completes Open Open Folder Close ee 5 Locate the folder location in this example your desktop where you downloaded the TFConnectSetup msi file and find the following TFConnectSetup msi icon F onnectSet Up msi Double click the TFConnectSetup msi icon to open the TFConnect Set up Wizard DRAFT 8 16 2005 7 x i TFConnect Siz Welcome to the FConnect Setu
64. dding a Contact Person to a Contact 1 Open the contact window and go to the Contact People Sales Reps tab 2 Click Add a window will open allowing you to input the contact person s name phone number fax number and e mail address ontact People Phone Country US United States J Phone 343 7871234 Far Contact Person g Name william Smith i i gt lt lt af Bale a Saline _ Sales Email errero Ok a Cancel z ee a ae ri k ale N oe i ae p 3 Once you have entered the contact information click Ok to add this person to the list of contact people Contact People Email Add william Smith 345 095 1234 wsmithi tanycorp com Check the default contact person Contact list with contact person highlighted 4 If you want to set a contact person as the default for your contact check the box to the left of the contact person s name 5 Edit information for a contact person a Select the person from the list you want to edit by clicking on the person s row b Click Edit A window similar to the window you use to add a contact person will appear allowing you to change the contact information DRAFT 8 16 2005 36 Deleting a Contact Person from a Contact 1 Highlight the person you want to delete by clicking on the person s row 2 Click
65. demomtFoo 7118 2005 12 16 0 Hansolm Toby Green demo tfeo 7116 2005 12 16 0 Remove a Quick Add Earernunberandprass ented 0 Assigned Add So reefer demo tFeo Fee005 t2 12 0 tractor demomtFeo 7118 2005 12 16 0 53 reefer demo tfco Fieae005 12 120 tractor demomtfco Fiefe005 12 160 Remove 2 22 When you are done assigning drivers equipment close the driver equipment window 23 The load is now ready for dispatching when the time comes To dispatch change the load status in the drop down menu to Dispatched 24 Save the load and close it 25 When you know the driver made the first pick up you ll want to change the load to In Transit To find the load under the track heading in the left hand side menu click the Dispatched button 26 A tracking window will open with all the dispatched loads The radio buttons at the top of the window allow you to view loads drivers or equipment Double click the load in the list to open it DRAFT 8 16 2005 160 Track Dispatched f Loads Drivers l Equipment Load ID First Pickup First Carrier Driver Sched Dispatched Atlantic Clothing minden My Demo Broker 770 618 9434 Dispatched Midwestern Ma Des Moines 14 Demo Broker 770 816 9434 6 6 20 Dispatched Atlantic Retail 5 Genoa Wy Garrison Harvey Gary 6 Fale Dispatched Midwestern Ma Des Moines IA Middleton Courtney Dash tila Dispatched 4tlantic Retail G
66. e 6 Click Pricing amp FAK Details to open the pricing window for the profile DRAFT 8 16 2005 67 Rating Profile standard truckload rate profile for demo Pricing Fak Direct Indirect Intra Inter Rate Base Type s Soar Caramaferst Direct Indirect Method of Pawment Inbound outbound Intrastate Interstate ricuing ara Rate Base Minimum Weight Maximum Weight simple x Pricing Type Rate Ba Additional Shipment Fitters From value To Value Add Edit Delete lt i Decou ebate Datars Discount Rebate Minimum Charge Click the new icon on the main toolbar or click File gt New on the main menu bar to make the fields editable for adding information You must select a rate base for the profile Click Rate Base to search for and choose the right rate base In search results double click the row of DRAFT 8 16 2005 68 the rate base you wish to use s ima a E won RE n P 2 mi 3 l Jk _ mm ae E aia oe ee ma Tet Mat mT Se a o Erai a Toga rm mms E g Shonen Farameafert Direct Indirect k eae eRe Method of Payment ew Inbound Gutbound ee Intrastate Interstate ee Poget m eoa A ebate Detare ge Minimum Weight pog Rebate Do Maximum Weight p00 Minimum Charge ooo Pricing Type Simple 9 Enter other discount and rebate information in the fields provided You can make custom filters for special s
67. e E fx Batch Grp ID 16 Printed Date Closeout Batch Group Bill To The School Box Create New Batch Created Date 5 24 2005 Created By ldthomas m Payment Batches Batchi SillTo carr X z5 B00 TFLE 500 00 76 SBOO w Ty oh 67 33 951 84 Batches 5 Total Pay 1 539 17 lf you open a batch group a payment batch screen will open listing all the individual batches by carrier in the batch group You may open an individual batch by double clicking on its row or you may right click for more options DRAFT 8 16 2005 138 CLAIMS Add and Update Claims Adding a Claim 1 In the sidebar menu under the Claims heading click the New button to open a form for adding claim information Note You do not have to fill out the form all at once to create a new claim simply save your work at any time close the claim window and open it later to add and update information as you receive it i Claim New SEE General Claim Information Carrier Information Claim ID 124 Load ID Assigned Stop Claim Claim Date Contact Status Initiated Reference a Phone pan cnt Fax i egg Claimant Po PRO PRO Date co o A Phone Fax Was thisloadreconsigned CO Yes Wo Orig in Recon Ta O P Contact Phone nl Fax nnn Prog fo PRG Date H BOL BL Date H Pickup 5 Delivery Reconsign i l i z Motes Truck Trai
68. e payment type and whether the shipment is direct or indirect 8 To delete a stop click on the row of the stop and click Remove To adda stop click Add to see a stops window with list of possible stops to add Click Ok in the stops window to add the stop 9 If you wish to use auto rating using your rates bases and profiles for this invoice click Auto rate 10 When you are finished click Ok or Cancel to abandon changes 11 Remember to save your work DRAFT 8 16 2005 104 Assign Drivers and Equipment to a Load 4 Atthe bottom of the load window click the Drivers Equipment link to open the driver equipment window 5 In the top of the window the stops are listed Use the checkboxes to select which stops you want to assign to a particular driver or with particular equipment 6 Click Add to look up drivers to add If you know the drivers number simply enter it in the Quick Add box and press the enter key Assign Drivers Equipment Select One or More Stops to View Edit Assignments Mo Name Pick Drop State Loc 2 Atlantic Retail Group Dropoff Genoa i Assignments For Selected Stops Drivers Liver Log Quick Add Ener nunber aad oress enter EventID Stop No Assigned By Assigned DRAFT 8 16 2005 105 7 Since in this example all steps are checked the driver will be assigned to Assign Drivers Equipment all stops y SER Select One or More Stops to View Edit Assignments Mo Name Pick D
69. e rate will appear in the table at the top of the window Click the new icon on the main toolbar or File gt New to make another rate Rate Base Rates Rate Type Digit zip 5 Digit zip Per Mile Type Per Mile Origin Point GA Dest Point Type State Type s Digit Zip Country 3 Digit Zip Country lus United States City State 3 Digit Zip State 8 The most specific available rates in the base rates will be the ones applied when you shop rates while making a quote For instance if there is an DRAFT 8 16 2005 63 applicable zip code to zip code rate it will have preference over a state to state rate Rate Base Rates Type Destination _Rate Type ef 4 Digit Zip Per Mile S Digit Zip 29411 S Digit Zip Per Mile 5 Digit Zip t 5 Digit Zip Per Mile 3 Type Per Mile Origin Point GA Dest Point fe Type State Type 5 Digit Zip Country US United States Country US United states These base rates include a general rate for any origin and destination in the country a rate for going from Georgia to any destination and a rate for going from 30318 Atlanta to 89411 DRAFT 8 16 2005 64 Search for and Edit a Rate Base 1 Click Directory gt Rates gt Rate Bases gt Search on the main menu bar to open the rate base search screen Search Rate Bases Carrier T Description Version Date E Type F Search Results version Da
70. eate New Load Add To Existing Load The Quote Info screen allows you to Indicate if you the contact for your company organization are brokering the shipment by using the checkbox at the top of the screen Enter information on customer quotes associated with the quote you are working on You can shop rates for carriers by clicking on Shop Rates You can not shop rates for the accepted carrier until you accept a bid Use the customer quotes table to enter customer quote code charge description unit charge units quantity and charge amount Make multiple customer quotes for the quote you are working on Adding new item rows to the table 1 Enter something in the last available row 2 Press enter key Deleting an item row 1 Select the row by clicking on the beige rectangle to the left of the row 2 Press delete key DRAFT 8 16 2005 76 Opening an Existing Quote Look up Current Quotes With the Quotes section of the sidebar menu open click the Current button A page entitled Quote Follow up will open listing all the current quotes Double click on a quote s row to open that quote s window for updating information Right click on a row to export the information on the Quote Follow up page Quote Follow Up 476 S17 2005 12 16 0 arg Genoa My S17 2005 12 00 A Open Search for a Quote Make sure the Quotes heading is open in the sidebar menu click the Quotes heading to ope
71. ebar menu under the audits heading click the Create Pymt Batches button Create Audit Payment Batches SAE BillTo 5600 The School Box Get Audits Get unbatched audits entered through 05 25 2005 Create Barthes Audits PRO Number PRO Date Bill To Amount 5 25 2005 SBOO TEST 195 25 ES Select All Deselect All Audits T Batches T Total Pay 0 00 2 Enter the contact code for the party that was billed or click Bill To to search for the appropriate contact code 3 Use the drop down menu to select a date at which to stop looking for audits to batch 4 Click the Get Audits button in the upper right corner to get a list of audits that fit your bill to and date parameters 5 Select the audits you want to include in a batch by clicking the checkbox to the left of the audit row or you may click Select All in the lower left 6 You can see information on the number of audits number of individual batches number of different carriers the total dollar amount on those audits at the bottom of the window DRAFT 8 16 2005 135 7 Click Create Batches in the upper right when you have selected the audits that you want to include in batches Payment Batch Batch ID oF Batch Group ID 17 Pay Ref Bill To The School Box Pay Date E Carrier Yellow Transportation Inc Fund Ref Created sizsizo05 Created By dthomas Fund Date Audits PRO Number PRO Date Bill To dd 5 25 2005 SBOU 19
72. ecial Instructions Driver Log Equipment Log 13 Go to the order details tab you ll see that the information from the quote is input into the order details DRAFT 8 16 2005 149 Load 2636 Seles Load ID 2636 Load Type Brokerage Customer 1 383 54 Carrier 0 00 Default Carrier DEMOE Load Status available Met Revenue 1 383 54 Stop Details Order Details BOLsfInvoices Notes Events Orders Midwestern Manufac Dry Yan 53 15 00 300 00 lt Mileage 1 627 7 Pallets 15 Pieces 300 Act weight 500 0 Dim weight 33 942 0 Cube ft gt 3 810 56 Pickups and Dropoffs All Fickups and Dropoffs C Pickups and Dropoffs for Selected Order Midwestern Manufa Pickup Des Moines 6 6 7200 Atlantic Retail Group Dropoff Genoa 6 7 200 Driver Log Equipment Log Pickup POD Info 14 Go to the BOLs Invoices tab In the customer BOLs invoices area click Add The customer BOL invoice window will open Choose an order to put on the new invoice in this case you only have one choice from your original quote by clicking Add in the new window DRAFT 8 16 2005 150 Belts Load 7636 Customer 1 383 54 Load ID 2636 Load Type Brokerage Carrier 0 00 Default Carrier IDEMOB Load Status Available Met Revenue 1 383 54 Stop Details Order Details BOLs Invoices mern Customer BOLs Invoices Open Edit Mi Wi aha emir ere 2636 T 6 6 2005 1 383 54
73. ected Order Pick Drop State Loc Equipment Log Bids 0 POD Info Driver Log In the Ordered By field either enter the contact code of the party that made the order or click Ordered By to perform a contact search for the appropriate contact code 3 DRAFT 8 16 2005 94 Ordered By Order Order Type Sales Order Pickup Requested osjigyz005 gt E Shipment Type Outbound Deliv Requested osjeqj2005 Hi Order Source oad ID 2553 Equipment Type Dry vans Total Length Ft A Frt Allowance oo Mileage P oo Special Instruc Original Requested Pickup Location Original Requested Delivery Location Items Code Description Pallets Pieces Act weight bs Length ini width ini Pallets O Pieces O Actual Weight 0 0 Dim Weight 0 0 Cube 0 00 4 Enter an order number for the order 5 Enter appropriate order information in the fields for order and shipment type pickup and delivery dates equipment type and length freight allowance mileage and any other instructions 6 Click Original Requested Pickup Location and Original Requested Delivery Location to enter the addresses for the pickup and delivery for the order 7 Use the items table to enter item information a To add a row to the table put something in the last row and hit the enter key b To delete a row from the table click on the rectangle to the left of the row to highlight it Hit the delete key 8 C
74. er IH IHI LILI aia IHI IHI Til IHN den Rye Till Genoa Rye ale Pele Il aoa MY 2005051 oa p 44 00 ita GA 20050519 Genoa Wi ES F cat el eet eee o p eel Minimizing and Maximizing a Window When you decide to minimize an open window in the program the window s title bar will appear in the white welcome screen s lower left hand corner If you maximize the window it will appear to fill the entire white welcome screen Your other open windows are still open behind the maximized window TFConnmect Invoice Follow Up Gill Customer IE eis t Th S h Fle Edt Manage Reporks Directory Tool Window Help Ha Hse BAXA Load ID il Carrier DRAFT 8 16 2005 27 The minimize restore and close buttons for the maximized active window are now located on the upper right hand side of the screen above the main menu bar and below the main title bar Definitions for Commonly Used Terms General Computer Terms Fields any blank area you can fill in with information usually a small white rectangle Requested KA PO Shipper Quote ID E Consiqnee Order PO Pickup Sk Loc E Quote Status oe Dropoff StiLoc EE BOL Pickup Date a The white rectangles are example fields E Read only textbox These textbox rectangles are grayed out and you may not edit their contents Example of read only text boxes Shipper Lonsignee Pieces bg Radio Buttons allow you to select one optio
75. erent stops You can check to make sure that all the stops you want are on the right order by selecting Pickups and Dropoffs for Selected Order O N D DRAFT 8 16 2005 154 Load Mew Load ID 3183 Load Type Brokerage Customer 0 00 l Carrier 0 00 Default Carrier Load Status Available Neen n naL Stop Details Order Details BOLs PROs Notes Events Wy BIL Add Orders Ordered By Order Number Equipment Type Pallets 0 00 saM Edit Atlantic Retail Group 52 Dry Yan 53 23 00 3 00 Delete Import lt Mileage 2 501 0 Pallets 23 Pieces T Act weight 40 000 0 Dim Weight 40 000 0 Cube Fe 0 00 Pickups and Dropoffs All Pickups and Dropoffs Mo name Pick Dropghe Invoiced city Statefloc Date 1 Atlantic Retail Group Pickup Genoa hy Fi 16f200 2 Demo Broker a Atlanta fa Pickups Bnd Dropoffs for Selected Order Si ee Bids 0 Pickup POD Infa Drivers Equipment 9 Go to the BOLs PROs tab to add charges for invoicing In the customer BOLs PROs area click Add 10 Select the service Standard Truckload for all dedicated loads Click Add to put the order on the invoice Select the order and click Ok DRAFT 8 16 2005 155 Customer BOL PRO Open Bill 4s DEMOE Eemo Broker PRO 3183 1 Service PRO Date 07 18 2005 BOL Information Invoice Information Master BOL Retail Gre Ip m4 c3 Ep Witt Mileage Aut
76. ervice will appear in the Service list where you may select it to edit or delete DRAFT 8 16 2005 Al Set up Invoice Logo and Format Using the Bill As Details Tab lf you have selected that a contact is a bill as party the Contact window for that contact will have a tab entitled Bill As Details Here you can insert your company logo to appear on every invoice by clicking browse and selecting the appropriate image file Contact E mfx General Contact People Sales Reps Shipping Details Carrier Details Bill As Details Invoice Report Invoice Header Text Invoice Remit To Text Invoice Loga Browse PAG Format Contact Group Membership DRAFT 8 16 2005 42 Search for a Contact To open the contact search screen click Directory gt Contacts gt Search Enter search parameters of your choice to narrow your search or leave the parameter fields blank if you are unsure of any parameters 3 Click Search NO The Search Results list will display a list of contacts that fit your parameters Example Search Contacts Code ns Clear Search Fields Add A Search Mame atlantic City PO StatefLocale PO Group cb 00 ZipiPost 0 Country pe TEonnector PO Phone a Bill To Parent a Type if Shipper W Consignee W Airline i Bills 9 i TFConnector search Contacts For C Entire Company W BillTo M Carrier Equipment all f Just My Subscriber Search Results State Locale _ Zip
77. es Events Orders Ordered By Order Number Equipment Type Pallets Atlantic Clothing 6769 Dry Yan 53 lt Mileage 0 0 Pallets 3 Pieces T Ack Weight 0 0 Dim Weight 0 0 Cube Fre 0 00 Pickups and Dropoffs C All Pickups and Dropoffs Pickups and Dropoffs for Selected Order Pick Drop State Loc Driver Log Equipment Log Bids 0 POD Info DRAFT 8 16 2005 97 Import Downloaded Orders for Loads 1 In the sidebar menu under the Loads heading click the Import button to open the Downloaded orders window 2 Narrow your search by specifying order number whether the order is open pickup date ranges and or delivery date ranges and information on the bill to shipper and consignee 3 When you have entered the search information of your choice or left everything blank to search all downloaded orders click Search in the upper right of the window Downloaded Orders Order Number W Open Only Pickup Date fosjzojzoos through josj23fz005 Dropoff Date 05 23 2005 through Bill To Search Downloads For Name Ts State Locale e Entire Company amp City ip Past Code Just My Subscriber Shipper Name State Locale City fip Post Code Consignee Name State Locale City fip Post Code Search Results Order Humber Ordered By Bill To Company Bill To Mame Shipper Company Shipper Name 4 Results from you downloaded order search appear in the search resu
78. ess exactly as you would with the physical address Airport Code Export Code the code used to map contact code information from TFConnect to export into your accounting system if the accounting code and the TFConnect abbreviation are different Comments TFConnector If the contact is a TFConnect member with messaging capabilities you may enter the contact s TFConnector ID Click on TFConnector to search for the correct ID for the new contact Contact Types use the checkboxes to specify if the new contact is a shipper consignee bill to airline carrier and or bill as contact lf shipper is selected there will be a Shipping Details tab lf carrier is selected there will be a Carrier Details tab lf bill as is selected there will be a Bill As Details tab DRAFT 8 16 2005 34 Contact People Sales Reps Tab Click once on the tab to open it Use this tab to enter information for sales reps and other employees who work for the contact company organization Contact General contact People Sales Reps Contact People wiliam Smith 345 767 1234 wsmithi eanycorp com Eae i Delete Check the default contact person m5ales RepsiCommissions a Edit Delete Contact Group Membership The area at the top of the window is the Contact People list The contact people are individual contacts associated with the new company organization contact you are making DRAFT 8 16 2005 35 A
79. f you know the equipment number you can enter it into the quick add box and press enter If you don t know the equipment number click Add to DRAFT 8 16 2005 158 search for the right equioment Assign Drivers Equipment Select One or More Stops to View Edit Assignments 1 Atlantic Retail Group Pickup Genoa 7118 2005 z2 Demo Broker DropoFF Atlanta s Assignments For Selected Stapf Drivers Driver Log Quick Add Enter number and press enter EventID Stop No Assigned By Assigned Event ID Stop Mo Equipment Assigned By Assigned 20 When you have picked a piece of equipment you will be prompted on whether you want to use the default driver If you say yes the default driver if there is one will be automatically assigned If you say no you ll have to assign the driver you want 21 Once you have finished adding equipment for both the truck and the trailer assign the driver if he or she hasn t already been automatically added In the middle of the window there is a driver section You can use the quick add option or click add to look up the driver DRAFT 8 16 2005 159 Assign Drivers Equipment Select Une or More Stops to View E dit Assignments 1 Atlantic Retail Group Pickup Genoa F 18 2005 2 Demo Broker DropoFF Atlanta Assignments For Selected Stop s Drivers Univer Log Quick Add Enternumberand press ente stent gt stonne Assigned By Assigned Add Hansolm Toby Green
80. form a contact search Once you enter the contact code for the requested by contact the shipper and Bill To sections are automatically filled in with the same contact s information DRAFT 8 16 2005 143 Quote New General Info Details Quote Info General Quote ID 458 Order Status Open Requested By we Midwestern Manufacturer Contact B ess sCSCisSS Phone Fax Order Type Shipment Type Outbound Payment PPD Prepaid BOL Shipper Shipper Midwestern Manufacturer 123 Main Street City Des Moines StiLocale Towa j US United Stat Zipi Post 23445 Contact Person Mame Skreet Country Phone Cancel This Quote Bids Wobes Eyvents Sales Order Order S ite Midwestern Manufacturer 0o E hii r Bill To Bill Ta Mame Street iby Country Lonsignee consignee Name Street iby Country Phone UIS nited Stati Belaj PI Midwestern Manufacturer Midwestern Manufacturer 123 Main Street St Locale Fip Post Towa 23445 Des Moines _ _ StiLocale Us United Stat ZipfPost Contact Person i Fax Create New Load Add To Existing Load Fill in information for the consignee party Click Consignee to look up contact information Add any contact people to the form for a requested by bill to shipper or consignee contact
81. gth Consignee Pallets gt Carrier In the Type drop down menu choose Less Than In the Value field type 1000 Click Ok More Filters clear kegtegory Fitter Type value Item Info Item Dim Weight Less Than 1000 Switch to the Results tab to see all quotes with an item dim weight of less than 1000 Ibs DRAFT 8 16 2005 78 Receiving a Bid 1 Open the quote for which you have received the bid If it is a new quote you must save the quote with Req By and Order filled out before you can work with bids Confused Try Opening an existing quote or Creating a new quote first 2 Click on Bids at the bottom left of the Quote window to open the Bids window Quote 426 Bag General Info Details Quote Info gt General hie ah ID DAR eq By F order cies ee Crder Type Edi Olt Shpt Type nie lelete Payment Shipper Conkact Accept Bid Name Unaccept Bid Street Close City Country Us United Stat Zip Post Code 89411 Country 115 United Stat ZipiPost Code Contact Phone 775 312 8962 Contact Phone MotesjEwents Cancel This Quote Create New Load Add To Existing Load 3 Click Add to enter the new bid information 4 lf there are multiple pickups and or drop offs a load bid stop window will open If the load only has one pickup and one drop off proceed to step 6 Select a
82. he PRO number and PRO date from your freight bill invoice into the PRO field and the PRO date drop down menu respectively DRAFT 8 16 2005 130 10 You may enter an order number or BOL number if you have it 11 Specify if the order type is sales order purchase order transfer with in company transportation or RMA returning material using the drop down menu Specify whether the order was shipped directly one carrier or indirectly 12 Use the shipment type drop down menu to specify if it was outbound inbound or transfer Sales orders default to outbound and purchase orders default to inbound 13 If there is a fuel surcharge on your freight bill invoice you can enter it into the fuel charge field 14 The codes table on the left allows you to enter customer specific defaults and preferences 15 Enter item information for the invoice in the items table on the right Make sure freight class pieces and weight are filled out before adding a new row You may hit the Tab key to bring up a new row If you want to delete a row click on the X on the right of the row 16 Click Perform Audit to go to the audit details window and compare your charges with your contractual agreements Audit Details Charges Adjustments Contract Profile Apply Benchmark Profile Apply Rate Base CzarLite ITECZ02 017 Rate Base Discount 48 00 Discount 0 00 Minimum 72 00 Minimum 0 00 Rebate 0 00 Rebate 0 00 Total 14
83. he required fields for creating a Quote ID both are located in the upper left General area Until the required fields are filled in and saved some of the options at the bottom of the quote screen such as Bids Note Events Create a New Load and Add To Existing Load will be frozen Req By Fill in the contact code of the party that requested the order You may enter the contact code directly into the field or click Reg By to search contacts When you find the contact in the search results list that requested the order double click the contact to insert it into the Quote New window The information for the contact you use for the Req By field will automatically be entered in the Bill to information area upper right and the Shipper area lower left These areas are still editable DRAFT 8 16 2005 T2 Order Number General area fields not required to create a quote Contact this is the contact person who works for the Requested By contact that you are using for this quote If you are unsure of the contact person you may search for the appropriate contact person by clicking Contact Shipper area fields lower left These fields are defaulted to information from your Requested By contact The physical address for the contact is used If these fields are incorrect for the particular order you may edit them Bill To area fields upper right These
84. he risk The following Save As window will appear where you may choose a location for the file It will be defaulted to the Desktop Savein 2 Desktop em my Documents 4 My Computer hi Recent Emy Network Places Documents Desktop My Documents My Computer File name dotnetts My Network Save as type Application w After choosing the location where you would like to save the dotnetfx file click the Save button Helpful Hint Save it to your desktop you ll know exactly where to find it DRAFT 8 16 2005 16 Download complete 5 Download Complete Saved dotnethx exe from updates tFoonmect com fp ppp py pp eee ee eee M i i Downloaded 23 1 MB in 6 sec Download to C Documents and Setti dotnethx exe Transfer rate 3 65 MB Sec Close this dialog box when download completes Open Folder Close j Once the download is complete click the Close button of the Download Complete window 7 Locate the folder location where you downloaded the dotnetfx file in this example the desktop and find the following dotnetfx Icon Open File Security Warning Do you want to run this file Name dotnethx exe Publisher Microsoft Corporation Type Application From C Documents and Settings 4dministrator TRCONEC en ee Fun Cancel Always ask before opening this file While files from the Internet can be useful this file type can potentially harm your computer Only run
85. hipments by clicking Add 10 Save your work the new profile will appear in the table at the top of the window Repeat steps 7 10 to make additional pricing profiles 11 To enter FAK information click on the FAK tab at the top of the window Click File gt New in the main menu bar or click the new icon in the main toolbar to be able to add new FAK information DRAFT 8 16 2005 69 Rating Profile standard truckload rate profile for demo Pricing FAK Direct Indirect Intra Inter o gi Sonen Caramerent Adotianal Sivonen Piers Direct Indirect ew To value Method of Payment ed Inbound Gutbound ew pelete Intrastate Interstate ew t i FAR Deriats From Class foo To Class oo FAK _ loo 12 Use the fields at the bottom of the window to specify FAK information for a type of shipment If you want to add custom shipment filters click Add 13 Save your work If you wish to make FAK profiles for additional types of shipments repeat steps 11 13 DRAFT 8 16 2005 70 Search for and Edit a Rate Profile 1 Click Directory gt Rates gt Rate Profiles gt Search on the main menu bar to open the profile search window Search Rate Profiles Customer fo o Mame C valid Date SA Search Results Profile Description You may search by carrier customer name or date Click Carrier or Customer to search for a contact code Click on Search in the upper right corner of the
86. ho requested the load or click Ordered By to search for the contact code Enter the order number order type shipment type pickup date delivery date equipment type delivery date and mileage Click the mileage link to use the ProMiles mileage window for directions and a map If the zip code is missing for any of the stops click its stop link to search for the Zip code DRAFT 8 16 2005 153 Ordered By arg Atlantic Retail Group Order haa Order Type Sales Order Pickup Requested orfie 2zo0s E Shipment Type outbound Deliv Requested oznszos gt o Order Source Load ID 3183 Equipment Type Dry yanas o Total Length gft Doo Frt Allowance ooo Mileage oo Special Inskruc Original Requested Pickup Location Original Requested Delivery Location a Items Code Description Pallets Pieces Act Weight Ibs Length in Width in towels ot O 45000 O O Pallets O Pieces O Actual Weight 0 0 Dim Weight 0 0 Cube 0 00 Enter item information you have into the grid at the bottom of the window Click Ok Put the pickup and drop off on the order you just made On the order details tab in the pickups and dropoffs area select All Pickups and Dropoffs Drag and drop the order listed in the orders area onto the pickup and onto the dropoff to associate it with those stops The program works this way so that you can have multiple orders on one load and associate them with diff
87. how notes show tracking and show all events This helps you stay organized and narrow down what you re looking at 4 To add a note or to add tracking click the links on the right 5 If you have clicked either the Add Note or Add Tracking link a window will pop up allowing you to fill in information Click Ok when you are done entering the event information DRAFT 8 16 2005 110 Add Note Date prazos Time i2 20 Comments Window for adding a note Tracking Event lovfiajz005 Time iz 23 comments driver called Event Location Contact Description truck stop in Wyoming fip Post city Sometown State Locale wyoming Country x Check All Orders That Apply Ordered B Order Number Equipment Type Pallets Midwestern Manu Dry Yan 53 4 Cancel Window for adding tracking 6 The notes and tracking you add will appear in the event lists in the lower portion of the Notes Events tab If you select show all events automatically recorded events such as status changes and driver equipment assignments will appear as well DRAFT 8 16 2005 111 Motes Events 0 Show Notes C0 Show Tracking f Show All Events Event Description NobesComments Add Note Tracking Fi14i2005 Tracking update driver called deme Add Tracking Mote Flidi2005 Moke added example note demi Status Change Fiais 2005 Skatus changed demi Assigned 7113 2005 Equipment 12 demi Assigne
88. ical Phone Fax WATTS Airport Code Export Code TEConnector Comments Contact Types Shipper Consignee amp GillTo Airline Carrier Bill As Contact Group Membership Remember to save when you are done with the form To create a contact you must fill in the following required fields Contact Code usually a short abbreviation of the contact s name this is how you ll quickly access the contact in the application Name the contact s full name Additional Information you may enter for a contact Tax ID Parent Contact A parent contact would be a larger organization that the contact you are creating the child contact belongs to For instance a parent contact might be a large corporation and the child contact one of the corporation s divisions lf you know the contact code for the parent contact you may enter it directly into the field If you do not know the code simply click Parent Contact and a search window will open so you may search your contacts to find the right code Terms Days Physical Address Click Physical Address and a pop up window will appear so you may enter the address information When you click Ok DRAFT 8 16 2005 33 the address information is automatically presented in the New Contact form Bill To Remit To Check the Same As Physical area if the billing address is the same as the physical address Otherwise click Bill To Remit To and enter an addr
89. iver in the bottom portion of the window 10 Remember to save your work DRAFT 8 16 2005 View or Edit Driver Information 1 On the main menu bar click Directory gt Drivers gt Search to open the Search Drivers window Search Drivers Number Search Entire Company F My Subscriber Search Last Garrison Tax ID Mo eee First nn Equip Mo PO Middle e Search Results a a e E Tax ID No Garrison arvey a44 are 7 o_o ns ag D a OPUF SLUPPU a l 2 Once you have narrowed your search by filing in any of the blanks click Search in the upper right of the window 3 If you want to edit a driver s information or see driver comments double click on the row of that driver to open the driver information window Remember to save any changes you make Right click on results to export DRAFT 8 16 2005 57 Add a New GL Code On the main menu bar click Directory gt GL Codes to open the GL Codes window GL Codes F x GL Code GL Code Descri Debit Acct Credit Acct Customer A Brokerage Sales Brokerage Transport Brok AP Brokerage 1Sales Brokerage Sales Brokerage Transport Broker Transport Brok Carrier GL Code Sales Brokerage GL Code Description Sales Brokerage Accounting Syren Export Infasmation Charge Type AIR Account Mame E cee l aR Brokerage C Carrier Income Category Sales Brokerage 2 On the main menu bar click File gt or click the new i
90. k Add DRAFT 8 16 2005 163 Load New Load ID 3183 Load Type Brokerage Customer 0 00 l Carrier 0 00 Default Carrier Load Status Available Net Revenue 0 00 Stop Details Order Details BOLs PROs Notes Events Orders a Ordered By Order Number Equipment Type Pallets lt 4 ai Sooo lets g Pieces Lat N A PTY Loe se a ae we Bt F ai si 5 The order window should open In the Ordered By field put the contact code of the customer who requested the load or click Ordered By to search for the contact code Enter the order number order type shipment type pickup date delivery date equipment type delivery date and mileage 6 If you click the mileage link you can use the ProMiles mileage feature to find the mileage from stop 1 to stop 2 to stop 3 If the zip code is missing for any of the stops click its stop link to search for the zip code DRAFT 8 16 2005 164 Order 45240000 Order Type Sales Order Pickup Requested ovfiejz005 fiz oo Shipment Type Outbound Deliv Requested ovsigy2005 fiz Joo Order Source load ID S183 Equipment Type Dry vans Total Length Ft ti as zd Frt Allowance oo Mileage 25010 Special Instruc Original Requested Pickup Location Original Requested Delivery Location Items 7 Code Description Pallets Pieces Act weight ibs Length in ie baseballs stop 1 23 D 25000 D
91. ler Submitted Documents Original Bill of Lading Carrier s inspection report Form Special Original invoice or certified copy Instr Other particulars obtainable in proof of loss Original paid Freight bill Consignee s concealed loss or damage Form Shippers s concealed loss or damage Form Total Claim Amount 0 00 workflow WobesfEvents Line Items Enter claim number date and reference number Use the status drop down menu to keep track of the claim s current status Enter the contact code of the claimant if you know it or perform a contact search by clicking Claimant Click Contact to search for the contact person associated with the claimant This works the same in the assigned section except of course it s the contact person of the assigned Click Origin to enter the address for the origin of the load with the claim Click Dest to enter the address for the destination of the load with the claim You may use the drop down menus next to Pickup and Delivery to specify pickup and delivery dates Enter truck number or trailer number if you have it DRAFT 8 16 2005 139 9 Use the checkboxes to keep track of submitted documents for the claim 10 In the carrier information area click Assigned to enter contact info for the assigned using the Drop off window 3 Carrier Information Load ID Assigned 4 SS z M Code a Name Address ae zipiPos
92. lick Ok to finish adding the order to the load DRAFT 8 16 2005 95 Ordered By farge atlantic Clothing Order evo Order Type Sales Order Pickup Requested psss o Shipment Type outbound Deliv Requested osfzo 2005 Hi Order Source Load ID 2553 Equipment Type Dry Wan 53 Total Length Ft Frk Allowance 0 00 Mileage 0 0 Special Instruc Original Requested Pickup Location Original Requested Delivery Location Atlantic Retail Group Warehouse 7 Atlantic Clothing Distribution Center 456 Greenly Street 7689 Flag s Ferry washington DO 20761 Flag Pond TN 37657 US US an Items E Code Description Pallets Pieces Ack Weight lbs Length tin Width fin robes 3 D 0 0 0 Pallets 0 Pieces O Actual Weight 0 0 Dim Weight O 0 Cube 0 00 9 The order will appear on the Orders list in the load window DRAFT 8 16 2005 06 Editing or Deleting an Order on a Load Open the load for which you want to edit or delete an order Go to the Order Details tab about midway down the window Highlight the order you wish to edit or delete by clicking on the order s row Click Edit to open the Order form for editing Click Delete to delete the order from the load Ew Load 553 Load ID 2557 Load Type Broker age Customer Default Carrier Carrier efaulk Carrier DEMOB Load Status Available T NetRevenue 0 00 Stop Details Order Details BOLs Invoices Mot
93. lts table at the bottom of the window DRAFT 8 16 2005 98 Add Bill of Lading BOL and Invoice to a Load Create Customer BOLs Invoices 1 Make sure the load for which you want to add BOL Invoice information is open If you are confused see Creating a Load or Searching for an Existing Load 2 Click on the BOL Invoice Tab of the load window Load 2533 z553 Lord Types Brokerage Carrier 0 no Ecate PEMOB Ladd Status available F netReverwe 0 00 Stop Details Order e EL Customer BOLafreoices 0 Fil To FRO Number PRO Dobe Carter Images 0 3 lf you want to add customer BOL Invoice to the load click Add in the Customer BOLs Invoices area A customer BOL Invoice window will open The BOL Information tab will be open in the window DRAFT 8 16 2005 99 Customer BOL Invoice Open Bill 4s DEMOB emo Broker PRO 2553 3 Service PRO Date 05 27 2005 BOL Information Invoice Information k Master BOL Payment f LTL FTL Parcel Customer BOL Dir Indir gt MW lars Orders Ordered By Order Number Equipment Pallets Weight dd Edit Remove 43 iil Stops O Actual wk 0 0 Pallets O Cube 0 0 Mileage 0 0 Dim WE 0 0 Pieces O0 Auto Rate Sales Reps Ok Cancel Near the top of the window choose the service for this bill of lading i e Standard LTL Truckload etc This is a required field To add an order t
94. mary iew Audit Details s OSON a EE eM ei A 2 Be m E DRAFT 8 16 2005 133 Search for an Audit 10 On the sidebar menu under the audits heading click the Search button to open the search audits window Search Audit Invoices Filters Results Quick Search Clear i Search Invoices For Customer Entire Company Carrier B aa f Just My Subscriber PRO fo Amount tn Customer PRO Date E through a H ore Audit Status Fw Batch ID Audited Invoices Reason Po Unaudited Invoices More Filters Clear General Loategory Invoice Carrier Bill To Shipper consignee Stop Info Order Info Item Info Charge Details Audit Info 2 Set up your search parameters Use the Quick Search area at the top of the screen to specify parameters Click on any blue underlined label to perform a contact search for the parameter field you are trying to fill in Optional Use the More Filters area at the bottom of the screen to specify more specific parameters See filter example 5 Click on the Results tab 6 Double click on the row of the audit you wish to open or right click for more options DRAFT 8 16 2005 134 Create Payment Batches Payment batch groups are a useful way to organize audited invoices for a company weekly monthly or on any time frame Payment batches are further broken into audited invoices for a particular carrier for that time period 1 On the sid
95. n fe Yes C No Parameters used in a search to narrow down what you are looking for TFConnect Terms Subscriber my subscriber vs entire company The subscriber is the individual subscriber to TFConnect depending on the size of your company and the number of people using TFConnect there could be one for the entire company many for each department etc Bill As This is best explained by the example of a freight agent representing multiple carriers The bill as contact is the particular carrier for the invoice of a transaction Contacts stand for bill as and bill to parties and for carriers shippers consignees and airlines Contact Person people who represent a particular contact DRAFT 8 16 2005 28 TFConnector the way to link to fellow TFConnect subscribers with whom you may message and share information if you wish Export Code the code used to map contact code information from TFConnect to export into your accounting system if the accounting code and the TFConnect abbreviation are different Keyboard Shortcuts Quick Reference Guide Ctrl s Save Ctrl n New Ctrl d Delete Ctrl u Undo Ctrl f Find Enter Clicking Ok Notes on Mouse Usage lf there is a list of items in a table in the application you can double click on an item to open the information screen for that item You can right click for other options such as export information How do export You can single click to cho
96. n it Click the Search button Search Quotes DER Filters Results Quick a Requested Ey nm Shipper PO Carrier ly Quote ID ea Consiqnee ccna Created Date re l Order et Pickup St Loc Tw to Pn Quote Status o l Dropoff StiLoc PO Search Orders Far BOL Fo Pickup Date a l Entire Company e Dropoff Date a E Just My Subscriber More Filters Clear General Category Item Info Ordered By Bill To Shipper consignee Carrier To perform a Quotes search 1 Set up your search parameters Use the Quick Search area at the top of the screen to specify parameters Click on any blue underlined label to perform a contact search for the parameter field you are trying to fill in DRAFT 8 16 2005 77 Optional Use the More Filters area at the bottom of the screen to specify more specific parameters 2 Click on the Results tab Advanced filter Example want to search for a quote with an item dimensional weight less than 1000 Ibs 1 2 Ae Click Item Info on the left hand side of the More Filters area An Add Filter window will pop up In the Add Filter window use the Filter drop down menu to specify Item Dim Weight Add Filter General Filter Ok Item Info Type Eer Lim weight Ordered By j Class Value Item Height Bill To ltem Description J l ltem Last Edited Shipper Iter Last Edited By Len
97. o Rate Sales Reps Cancel 11 Go to the invoice information tab Use the grid to add charge information Customer BOL PRO Open Bill 4s DEMOB Demo Broker PRO 3183 1 service Standard Truckload PRO Date 7 18 2005 BOL Information Invoice Information Bill To arg atlantic Retail Group Terms 0 Days Address Atlantic Retail Group Addl Ref 2ot1 Brewery Drive Genoa NY 89411 Default GL Code 5ales Brokerage LIS ot Code Charge Description Unit Charge Units Quantity Charge Amt Comments aL b 080 Freight Charge 1 90 Fist Chac o 1 90 Sal Flat Charg Per Pound d Total Charges 1 90 Gubo Rate Sales Reps Ok Cancel 12 Click Ok at the bottom of the window when you are done adding charges 13 Save the load by clicking the disk icon on the main toolbar at the top of the screen Since your trucking company should be filled in as the default carrier you will receive a message telling you that all stops on the load are DRAFT 8 16 2005 156 assigned to a carrier would you like to change the load status to assigned Click Yes 14 To add drivers and equipment to a load the load type near the top of the load window must be dedicated or mixed Say you were waiting to assign the driver and equipment Close the load Load 3183 SPE Load ID 3183 Load Type Carrier 0 00 Default Carrier DEMOB Load Status Net Revenue 5 377 15 i ER eee m L mt at aa
98. o a BOL click Add on the right hand side An order s window will open where you may select the order you want by highlighting its row and pressing Ok DRAFT 8 16 2005 100 Customer BOL Invoice Open Bill As DEMOB Demo Broker PRO 2553 1 Service PRO Date 05 25 2005 BOL Information Invoice Information Master BOL Payment f LTL FTL Parcel Customer BOL Dir Indir a A Order Number Dama Broker Dry Van 53 ET 79 00 Mileage 0 0 Dim WE 0 0 Pieces O 4uto Rate Sales Reps Ok Cancel 6 ee ie have added an order to the BOL you Woe edit or remove it monr Odd Dry Yan 53 Edit Remove g F a at a F oa ee Samten Beet 7 Click on the Invoice Information tab to enter bill to term reference number and GL code information for invoicing There is also a table where you may add any additional charges DRAFT 8 16 2005 101 Customer BOL Invoice Open Bill As DEMOB Demo Broker PRO 2553 5 Service PRO Date 05 27 2005 BOL Information Invoice Information E Bill To Terms T Days Address Addl Ref Default GL Code Sales Brokerage Code Charge Description Unit Charge Units Quantity Charge Amt Comments GL 4 TT b Total Charges 0 00 Auto Rate Sales Reps Ok Cancel 8 To add bill to information either use the drop down menu or click Bill To to perform a contact search for the proper code
99. o ntact General Contact People Sales Reps Shipping Details Def Freight Class J Def Commodity Shipping Time Begin m Shipping Time End il E Shipping Special Instructions Contact Group Membership DRAFT 8 16 2005 39 Carrier Details Tab If you have selected that a contact is a carrier the Contact window for that contact will have a tab entitled Carrier Details Enter Insurance Information for a Carrier Contact In the Contact window Carrier Details tab there are fields for insurance amount and expiration for cargo insurance contingency insurance and liability insurance Set up Equipment Types for a Carrier Contact In the Contact window Carrier Details tab use the Equipment Type list to check the boxes on the left of the equipment types that the carrier uses Contact General Contact People Sales Reps Shipping Details Carrier 22215 MZ Number lt Ei Carga Insur Amt oom Exp Date poem Contingency Insur Amt a Exp Dace ns Lolky Insur Amt oom Exp Dake ns EB Equipment Types Services Equipment Type Service C Dry van 53 C Dry van 46 C Flatbed 46 Reefer 46 Flatbed 53 Contact Group Membership Add a Service to a Carrier Contact 1 In the contact window Carrier Details tab click Add to open the Contact Service window DRAFT 8 16 2005 40 Services 2 Enter a service description and click Ok 3 The new s
100. oad search results screen double click on the load s row DRAFT 8 16 2005 115 4 Inthe Recurring Load window there is a field to enter the maximum number of loads to create You may use the checkboxes to select if you want to copy carrier information or copy pickup and delivery dates 5 When you are done making changes to the Recurring Load window make sure to save The load will now be in the recurring loads list at the top of the window Recurring Loads First Stop aa Copy Carrier Copy Dates Y M minden Mw Pane a gnats Som 5 e b mm Wai a i mmi m i olen m al em eee DRAFT 8 16 2005 116 Edit Recurring Load Information 1 On the sidebar menu under the loads heading click the Recurring button to open the Recurring Loads window 2 Make sure the recurring load you want to edit is selected by clicking on its row to highlight it Recurring Loads E a Ed Max Tol Copy Carrier Copy Dates First Stop 5 M i minden Mw gt Load ID 2557 Maximum number of loads ta create g i W Copy carrier information Copy pickup and delivery dates Comments 3 Edit recurring load information Recurring Loads Load ID Max Tol Copy Carrier Copy Dates Firsk Stop M minden Mw Comments 4 Save your changes DRAFT 8 16 2005 117 General Make an Order that Associates a Quote with a Load Note When a quote Is asso
101. off window will open Dropoff Stop 1 Code Populate From Last Stop Mame Address ip Post PO Phone a City a Fax State Locale BT Airport Country US Linited States Contact In the code field enter the contact code for the contact you will be making the drop off at If you do now know the contact code click Code to perform a contact search Information for the contact will automatically be entered into the other fields you can edit the information if it is wrong for this drop off You can click Contact to search for the right contact person from the pickup contact organization You can click Populate From Last Stop if there are multiple pick ups and drop offs for the load and the drop off you are adding is being made at the previous stop in the load Click Ok to add the new drop off to the list in the Load window DRAFT 8 16 2005 QO Add View and Edit Stop Details for a Pickup or Drop off 4 Open or create the load you wish to work with Make sure the load has at least one stop pickups or drop offs See Adding a Pickup or Adding a Drop off for further information 5 Inthe Pickups and Dropoffts list highlight the row of the stop for which you are adding viewing or editing stop details When you have highlighted a row for a stop the stop details button in the middle left of the window will automatically be labeled with the city of the stop 6 Click on the stop details
102. ose a menu or use a buiton Blue Underlined Words You may click on any of these words to perform an action Some of them are links to search windows or other forms and some of them act as buttons such as Ok or Cancel They are similar to links on a webpage DRAFT 8 16 2005 29 Options Settings The options window allows you to change some defaults for TFConnect On the main menu bar go to File gt Options In the options window you may set defaults for k country bill to contact TFConnector system of measurement English or Metric load type equipment type charge invoice GL code cost invoice GL code internet truckstop account number bill as contacts User Options Default Country Default Bill To Contact Default TFConnector Default System OF Measurement Default Load Type Default Equipment Type Default Charge Invoice GL Code Default Cost Invoice GL Code Internet Truckstop Account Default Bill 4s Contacts English Brokerage Dry van 53 Sales Brokerage Transport Brokerage Dedicated Kemne ha fed nEMOE DRAFT 8 16 2005 30 Changing Your Password If you wish to change your password go the File gt Change Password TFConnect Eile Edit Manage Repe z Mew Search Ctrl F Save Ctrl 5 E Print Change Password be Bel Options om Exit A
103. p Wizard The installer will guide you through the steps required to install TFConnect on your computer WARNING This computer program i protected by copyright law and international treaties Unauthorized duplication or distribution of this program or any portion of it may result in severe civil or criminal penalties and will be prosecuted to the masinium extent possible under the law Cancel Click Next to open the Select Installation Folder DRAFT 8 16 2005 iis TFConnect Select Installation Folder Click Next to open the Confirm Installation window DRAFT 8 16 2005 a ofk ix TFConnect Confirm Installation The installer i ready to install TROonnect on your computer Click Next to start the installation Now click Next to start the installation Please wait while TFConnect is being installed When TFConnect has been completely installed on your system the Installation Complete window will open Click Close DRAFT 8 16 2005 10 i TFConnect Installation Complete TFConnect has been successfully installed Click Close to exit Please use Windows Update to check for any critical updates to the WET Framework Cancel The TFConnect Icon will appear on your desktop for easy access to the program aad ass TFlonnect DRAFT 8 16 2005 11 TFConnect Installation Instructions for Windows XP Note If you currently have an older version of TFConnect installe
104. pment type required by the quote specifications If you wish to change the equipment type for the order simply use the drop down menu See also changing default equipment type and_adding equipment types Other fields you may want to fill in Mileage Feature click Mileage to search for the right pickup to delivery distance as well as ProRate routing directions You may also otherwise manually enter the mileage for the order trip Calculate Mileage Origin Zip Post 77029 Mileage Type oo Practical Shortest C Interstate Reduce Tolls Yes No Route Origin Local 1 610 I 10 I 10 I 12 I 10 I 10 I 10 l 65 FAIRVIEW AWE 1 55 1 35 265 1 35 a4 317 U5 23 Local Stop 1 E E E E E E E M E 5 M M 5 M M 5 Mileage 836 0 DRAFT 8 16 2005 Destination Zip Post NORMAN BRID GRANVILLE WEST E 610 Jct 1 610 amp I 10 Ex I 10 L4 Tx BORDER Jct I 10 amp I 12 Exit Jct I 12 amp I 10 Exit I 10 L4 MS BORDER I 10 4L M5 BORDER Jct I 10 amp I 65 in M Jct I 65 amp FAIRVIE Jct FAIRVIEW AYE Ict NORMAN GRID I 85 4L G4 BORDER Ick 85 amp 265 Ex Jct 1 285 amp I 65 Ex Jct 1 85 amp GA 31 a Jct 4 317 amp US 23 Jct US 23 amp Local SUWANEE 4 30024 TEAK Calculate 74 In the Calculate Mileage window you can also click on the Map tab Calculate Mileage SEs Origin Zip Post 77029 Destination
105. r etree eer cere Ms rE oper errr rer irrr cher iter street tre 66 Search for and Edit a Rate Profile csccesseessseeeeneeeenees 71 DRAFT 8 16 2005 2 MANAGING QUOTES wisccstinscioetiectictinvitestinetiotiestintineiiactinslinelielives 72 Create a New Quote iicccccsccevesctevaieceussavsiaveeeviceeteavecsviuawecavinsneans 72 Details tab of the Quote WINKOW ccccccccccccctccceeteceeeees 73 Quote Info Tab of the Quote Window 76 Opening an Existing QUOTE cscsceeeseeeeeseeeeeseeseeseesenneesennees 77 Look up Current Quotes 0 ccccccccccccccccecceeneceeesseeeeesseeeeeeas 77 Search fOr a QUOTE es i E E TA 77 RECeIVINg a Bld acesi deca seceactniedededececeandeceeeresseuiersiccen 79 CUEING chs BIO sri a 84 DSIOTIING a BIG sirieni nanain anaran aaa paan aaar A araa paa aN a Ka 84 ACCEDUNO a BIQ isss aesa 84 Using the Connect Feature c cccssceesssseecsseeeseeseeseeseeseneeeees 86 MANAGING A LOAD 2 0 eee ceccceeeeeneeeenneeeenseecenseeeenseeeaseenenneeseaseesoaes 89 Create a LOA oiseck occ yeec rere een ere ae acces seis ewe eee 89 SIOP Detalls siena aee eaea avavcwas oeae aeea e EEES 90 Add PICKUP to a Load si csisssseccdicohecseixsssecedaeinethaxadunaticesbasetiabivctakes 90 Add Drop off to BLOG rsicissacoiatsuiranssusaacre diraiensisands vases 91 Add View and Edit Stop Details for a Pickup or Drop off 92 Add View and Edit Orders on a Pickup or Drop off
106. rch for the parameter field you are trying to fill in Optional Use the More Filters area at the bottom of the screen to specify more specific parameters See filter example 5 Click on the Results tab 6 Double click on the row of the claim you wish to open or right click for more options DRAFT 8 16 2005 142 COMMON SCENARIO EXAMPLES Single Pick up and Drop off From a Quote For this example we will start with a quote 1 Under the quotes heading on the sidebar menu click the New button to open a new quote window i Quote New SRE General Info Details Quote Info meneral Bill To Quote ID Order Status Open Contact Reg By af Mame Order Contact Street Cider T amp Sales Order Fhone Shpk Type Outbound BOL City State Locale Payment FPD Prepaid Country uS Lnited Stati Zip Post Code Shipper consignee contact Contact Name Mame Street Street City State Locale City State Locale Country U5 Linited Stati Zip Post Code i Country US Linited Stati Zip Post Code Contact Phone Contact Phone reguirer fielgds Bids Wokes Eyents Cancel This Quote Create WewLoad Add To Existing Load 2 Enter an order id number in the upper left General area Enter the requested by contact code or choose a requested by contact for the quote by clicking Requested By to per
107. rkflow window Workflow Initiated Filed Confimed Approved Denied Paid Mailed Date ht 17 Be sure to save all your work Edit and Update a Claim 1 Open an existing claim by performing a claim search 2 You will likely want to update the claim s status upper left portion of the window or check off submitted documents lower left portion of the window You may also want to update work flow notes events or line items by using the buttons on the bottom right hand corner of the claim window 3 See adding a new claim above for a complete description of the claim window 4 Save your work DRAFT 8 16 2005 14 Search for a Claim 1 In the sidebar menu under the claims heading click the Search button to open a search claims window Search Claims Filters Results Quick Search clearit Claimant Shipper Carrier B Load ID Consignee Carrier PRO Claim Order Number it Carrier BOL pO Claim Status Delivery Date po Created Date ko l to Claim Amount o ie Reference ba nn Just My Subscriber More Filters clear Search Claims For O Entire Company General Claimant Shipper Consignee Assigned Carrier Recon To Carrier Item Info Claim Details WiorkFlow Info 3 Set up your search parameters Use the Quick Search area at the top of the screen to specify parameters Click on any blue underlined label to perform a contact sea
108. rop State Loc 1 Midwestern Manufa Pickup Des Moines 6 13 2005 2 Atlantic Retail Group Dropoff Genoa 6 14 2005 Assignments For Selected Stops Drivers Liver Log Quick Add Ener number aad oress enter EventID Stop No Assigned By Assigned Aa Middleton Courtne demomthco 7 13 2005 1 05 10 p emoye Middleton Courtne demo tFeo Filsfeo05 1 05 0 Quick Add jfvernunberandoress enred Assigned Add Remove 8 Add Equipment the same way you add drivers When you pick a piece equipment you will be prompted if you want to use the default driver for that equipment If you normally use the default driver you may want to add equipment before you add drivers since the default driver can be automatically entered 9 You can click the Driver Log link to add notes on the driver or driver related occurrences Assignment information is automatically input into the driver log DRAFT 8 16 2005 106 Search for a Load Make sure the Loads header on the sidebar menu is open Open it by clicking on the header Click the Search button to open the Search Loads screen To perform a search for a load 1 Set up your search parameters Use the Quick Search area at the top of the screen to specify parameters Click on any blue underlined field label to perform a contact search for that field Optional Use the More Filters area at the bottom of the screen to specify more specific paramete
109. rs 2 Click on the Results tab to see a list of search results Double click a load row to open that load right click for other options such as export contents and track load Search Loads Filters Results Quick Search Clear Cust vendor ShipperCons Carrier Load ID Pickup Sk Loc Carrier PRO PRO DropofF St Loc Created Date Load Status Available x Order Number Created Date Pick Drop Date EB bo ta E f Just My Subscriber Load Type Equip Type Search Loads For CO Entire Company More Filters Clear re Cen Type Bill To ef Longiqnee Carrier Stop Info Order Info ltem Into Costs Charges DRAFT 8 16 2005 107 Assign Available Loads 1 Under the Loads heading in the sidebar menu click the Assign button to open the assign available loads screen z Assign Available Loads Load ID Set First Pickup Available Available Available Atlantic Retail 3 Genoa WY 517 2005 12 00 Available Demo Broker Atlanta GA 5 19 2005 12 00 Atlanta Unread Messages 2 Open the load you wish to assign either by double clicking on its row or by right clicking and selecting open load Assign Available Loads Load ID Status First Pickup 2553 Available 2554 Available PREIEI E E E EE 2559 Available Export Contents DRAFT 8 16 2005 108 3 When you have opened the lo
110. rsion date and type If the type is manual that means you enter your own rate base pricing information DRAFT 8 16 2005 61 Rate Bases Carrieri DEMOB Demo Broker Description standard LTL rates Version Date nefoz 2005 Type Manual Edit Rates 5 Manual Middlewest 4 Save your work After you save the Edit Rates link at the bottom right of the rate bases window becomes clickable Click on it to open the Rate Bases Rates window 5 To make the fields editable for inputting new rates make sure to click File gt New in the main menu bar or click the new icon on the main toolbar TF onnect File Edit Manage Rate Base Rates Rate Type p o Type Flat Charge Origin Point Desk Point Type 5 Digit zip Type 5 Digit Zip se Country US Linited States Y Country U5 United States Y Enter rate information You can do arate as a flat charge or as a cost per mile pound etc DRAFT 8 16 2005 62 Flat Charge Per Pound ho ER Fer C T Origin Point a Dest Point a Pound Dim Type l5 Digit zp Type vp 5 Digit Zip 2 P Per Mile Country US United States country Per Piece 14 Select origin and destination points If you want to make a general base for any origin or any destination enter into the field In the type drop down menus specify whether the origin and destination are zip code state city or zone 15 When you are finished with one rate save it Th
111. se i wa my P F ae san s we T a et oe S tani Customer 5 377 15 Assigned er 15 If you haven t decided on a G ver and want to find the names and phone numbers of available drivers under the Track heading on the left sidebar menu click the Assign button When the tracking window opens select the drivers radio button at the top of the window Assign Available i Oo Ed Loads Drivers Equipment Alt Phone Last Kn Hansalm Toby Green 345 456 7564 16 To open the load again click the track heading in the left had sidebar menu Click the Assigned button and assigned load means its assigned to a carrier 17 In the list of assigned loads double click on the row of load you just made to open it 18 In the open load click Drivers Equipment in the lower left corner to open the drivers equipment assignment window DRAFT 8 16 2005 157 Assign Drivers Equipment Select One or More Stops to View Edit Assignments Load 318 Load ID Demo Broker Dropotf Atlanta Default Carri Stop Details r Customer Bll To Assignments For Selected Stople SUES Drivers Utiver Log Quick 4dd Ener nunber and oress enter Atlantic R EventID Stop No Assigned By Assigned 4 Create Od amp Carrier PR Quick Add Ewer camber and press enter Carrier Drivers Egupment Bids 0 Pickup POD Info 19 In the lower portion of the drivers equipment window it says equipment I
112. senseeseneees 39 Gatrier Details T aD airina aa aaa AAA 40 Enter Insurance Information for a Carrier Contact 40 Set up Equipment Types for a Carrier Contact 0 00 40 Add a Service to a Carrier Contact 0 cc ccecceeereees 40 Set up Invoice Logo and Format ccsscccsseseeeeeseeeeeneeeeeneeeanees 42 S arch for a COMAGC isis a a a 43 Set up Contact Groups s ssssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmn 44 Cr ate a New Sales R Doassnsssinssisisioia 46 Add a NCW AIT DOME cecnindnnan nn enetearoceleeteweleetieeeds 47 Search for an AirpOrt cccssscccesseccesseeessesenseeseeseesenseesensessensees 48 Look up or Edit Equipment Types cccsseseseeeeeeseeeeeeeeeeneeeens 49 Add a New Equipment Type csccccesecceseeceneeeeseeeeseeeenessenees 50 Add Equipment to the Fleet cccssseccsseeceseeceseeeeseeeeneeeenees 52 Search for Equipment in the Fleet cccssseessseeseeseeseeeees 53 Add Driver Information c ccceseeeneceneceneenseensecnssenssenesenesneees 54 Adda NEW GL COG ciminiere 58 Setting up ChargeS sssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnnm 61 RATE BASES AND PROFILEG ccccssseecesseeeeneeseesseeeenseeees 61 Adding a Rate BaSe sinisiin anaana aaia aaia 61 Search for and Edit a Rate Base ccsesccsseseeeseseeeseneeseeneeenenes 65 Add a Mati cM al ao eeeeerrerere err err
113. staller Package After choosing the location where you would like to save the TFConnectSetup msi file click the Save button Helpful Hint Save it to your desktop you ll know exactly where to find it 4 Once the download completes click on the Close button of the Download Complete window DRAFT 8 16 2005 13 ba JA Download complete 5 Download Complete Saved TFConnectSetup msi from updates tfconnect corn ieee eee pe egg gy Downloaded 17 0 MB in 6 sec Download to C Documents 4 7FConnectSetup msi Transfer rate 2 64 MBs Sec Close this dialog box when download completes Run Open Folder J Cose _ Locate the folder location where you downloaded the TFConnectSetup msi file in this example the desktop and find the following TFCConnectSetup msi Icon rl E_T liz aT Fico n nec t5 etu Ca Double click the TFConnectSetup msi icon it will bring you to the following Windows XP security warning Open File Security Warning The publisher could not be verfied Are you sure you want to run this software TRPlonnecktSetup msi Publisher Unknown Publisher Type Windows Installer Package From C Documents and Settings Administrator TFOONC Always ask before opening this file publisher fou should only run software from publishers you trust x This file does not have a valid digital signature that verfies its How can decide what software to run
114. t Phone City Fax Shate Locale Airport a Fa Country PR Contact Person Bi Ok Cancel Trailer Sa q ee ee ee a ee ee ee ee ee a ee ee ee 11 You may click Code in the drop off window to perform a contact search for the assigned and automatically enter the contact information 12 Click Ok when you are done entering information into the drop off window Then the assigned information should appear in the Claims window ra ee ee te Se a ee he e cS Pep fal ee Carrier Information 3 Assigned Demo Broker i 3350 Riverwood Parkway Suite 1760 Atlanta GA 30339 Contact Demo User tt sss Phone 770 818 9434 Fax E lt PRO PRODater eI lt BOL BOL Date P Co Yes Wo Mra as I Mas this load r consigned 13 Enter pro number and bill of lading numbers and dates DRAFT 8 16 2005 140 14 If the load was re consigned select the Yes radio button and enter the information for the re Lo Su r z 5 oe a ot nit oT a Was Ha ee recansigned ts Yes b ie q Recon To i Contact E Phone E Fax DE PRO BR Date P sf BOL Do BOL Date O H Reconsign Motes wh rail ie d I pt mh a ee a Special ee DRE ae M Ta Tem me r a ak at s amie g Een e _ 15 You may open windows to manage workflow notes events and line items through the buttons on the bottom right hand corner The Wo
115. te Lle A piad an tO aw hw O 2 You may enter parameters at the top of the window to narrow your search Click Carrier to perform a contact search for the carrier rate base you are looking for 3 Click Search to view the results in the table in the lower portion of the window Search Rate Bases SEES Carrier Search Description Version Date l Type Search Results version Date Demo Broker standard rates HEW 6 1 2005 Demo Broker mane LTL rates 6 2 2005 4 Double click on the row of a result to open it for viewing and editing Once you open a rate base you will be able edit it using the same screens and input areas as you did while adding a rate base Right click on the results to export DRAFT 8 16 2005 65 Add a Rate Profile 1 Click Directory gt Rates gt Rate Profiles gt New on the main menu bar to open the rate profile window Rate Profile Carrier Service Description Valid From 06 03 2005 Valid To Customers Code Mame Copy Rate Profile 2 Enter a carrier for the rate profile by either entering in the carrier s contact code or clicking Carrier to perform a contact search Choose a service for the profile from the drop down menu Enter a short description of the profile as well Enter dates that the profile will be valid Rate Profile Carrier DEME Demo Broker Service Standard Truckload bd Description Valid From joe 03 2005 Valid
116. tlantic Retail Group Pic E Add Drop Demo Broker Dropaff Atlanta Edit _ BATRA eet Granta ri Delete Add Mew a Select Edit Remove lt p 452 34 Dre vant Dry Yan S i Mileage 2 501 0 Pallets 23 Pieces T Ack Weight 25 000 0 Dim Weight 25 000 0 Cube ft gt 0 00 Drivers Equipment Bids 0 Pickup POD Info 28 Click the Items link and make sure the item for the drop off is checked Then click Ok Order Items i01 2 baseballs 23 00 0 00 29 Click the Pickup POD Info link and click the POD tab Select the drop off by clicking its row and enter a date and time Click Update Selected Orders and click Ok 30 Save and close the load DRAFT 8 16 2005 169 31 Repeat steps 25 30 to make the second drop off Change the load status to Delivered 32 Save and close the load DRAFT 8 16 2005 170 Making a Load with Multiple Pick ups and Drop offs Note that this example is done straight from a new load rather than quotes That means the example doesn t use automatic rating or routing If you want to use these features you can make several quotes and associate them with one load in order to make multiple pick ups and drop ofts 1 On the sidebar menu under the loads heading click the New button to open a new load window 2 Click Add Pick to add information for one of the pick up locations on the load SEE Load ID 2750 Load Type Brokerage Customer 0 00 C
117. tus to Delivered Save and close the load DRAFT 8 16 2005 162 Make a Load with one Pickup and Two Drop offs on one Order You would use this scenario if a customer called in with an order that needed to be split and dropped off in two places 1 On the left hand sidebar menu click the Loads heading buttons should be green then click the New button 2 Enter the default carrier if the load is dedicated it s yourself and make sure the load type is correct 3 In the pick ups and drop offs area click Add Pick to add a pick up Click Add Drop to add a drop off to a load Once you ve entered the first drop off click Add Drop again to add the second drop off Load New ax Load ID 3183 Load Type Brokerage Customer 0 00 Carrier 0 00 Default Carrier Load Status available 7 Net Revenue 0 00 gt Pickup aes 1 Shipper Add Pick Name Add Drop Zip Post Edit E a Address 123 Brewery Lane City genoa Phone 775 312 8962 State Lacale Me Fax 0 Country us United States Airport Contact Person e o Cancel Grivers Equipment Bids 0 Pickup POD Info 4 Add an order to the load Go to the Order Details tab and clic
118. w 2 If you know the code for the party to bill enter it otherwise click Bill To to perform a contact search for the code When the code is entered the party to bill s name and address will automatically appear on the audit You may edit the address in this case you would click Origin to do so 3 If you know the code for the carrier enter it otherwise click Carrier to perform a contact search for the code The carrier name will automatically appear on the audit window New Audit New Carrier Invoice Invoice Information Bill To sB00 The School Box Frigia The School Box 900 Cobb Place Blvd M i Carrier FS rellow Transportation Inc Kennesaw GA 30144 PROP PRO Date os 25 2005 72 Order Pen Order Type Sales Order J vr Dir Indir Shpt Type Outbound J BOL Service LTL Fuel Surcharge o a f LTL FIL Ar Local f Parcel Codes 4ubo Codes Total weight 0 0 Payment Information Audit Summary view Audit Details Audit Status Aeren Batch ID oao Pay Discount 0 00 Carrier Discount 0 00 Pay Rebate 0 00 i 0 00 Carrier Rebate Reason Fay Total 40 00 Carrier Total 40 00 Lasci aden Difference From Contract 0 00 Difference From Carrier 0 00 Benchmark Savings 0 00 Motes Events Perform Audit F10 8 If you want to add edit address information for the origin or destination click on Origin or Dest 9 Enter t
119. window Double click one of the results to open the rate profile window for editing You will be using the same methods as when you add a rate profile You may edit an entry in a list by selecting the entry s row Right click one of the search rate profiles results to export DRAFT 8 16 2005 71 MANAGING QUOTES Create a New Quote required fields 1 On the sidebar menu click Quotes then click the New button You could also click Manage gt Quotes gt New 2 The Quote New window will open on the General Info tab i Quote New General Info Details Quote Info General Bill To Quote ID 43g Order Status open Eontact Red Bye Dis 8 Mame order ee Zontact Street farder Type Sales Order 4 Phone Shpk Type Outbound BOL City State Locale Payment PFD Prepaid Country US United Stati ZipfPost Code 00 Shipper i Consignee contact Contact i Name Mame Street Street City State Locale City State Locale Country JUS United Stati ip Post Code Country US United Stati Zip Post Code Contact Phone Contact Phone WotesfEvents Cancel This Quote Create NewLoad Add To Existing Load The Quote ID is automatically generated and order status is set to open These fields are not editable All other fields are editable and some are already set to your defaults The following are t
120. xporting Sometimes an item in a list in the program will have an export option so you can send all the information in the list either to the printer to another file or to e mail 1 Right click any of the rows of the table whose contents you wish to export From the right click options click Export or Export Contents to open the export window Search Loads Filters Results 2553 Available T 2554 Available 0 2557 Assigned minden Mw Genoa Mw Z 2558 Delivered Genoa Mw gi7iz005 cA Z Zae Delivered JECO Track Load l TON a b oe ee ee ne PUF a mi y me ee ee ee an ae a a ll NL 2 When the Export Data window opens you can choose the file type and whether you want column headings in the file You may also choose a file name for the exported file DRAFT 8 16 2005 26 Export Data File Type Tab Delimited Text ttxt C Comma Separated Values csvi C Extensible Markup Language xml File Options W Column Headers in First Row File Mame C Let the system make up a file name Specify a File name something Save To i Preview Email Cancel 3 When you are done setting your preferences you may click Preview to see what the file will look like Save To Disk to save the file to a location in your computer E mail to send the file via e mail or Cancel if you do not wish to export Jin First Pickup Destination Stopes Wweight Til Til a Oh IHI Dema Brok
121. ystem Export Information Charge Type AIR Account Mame Customer i aanl C Carrier Income Category Sales Brokerage 13 Save your changes You must save before you can click on other GL code rows to edit other GL codes DRAFT 8 16 2005 60 Setting up Charges a Click Directory gt Charges to open the charges window Charges A Charge Code Charge Description 020 Address Correction Syster Advance Fee System Freight Charge System Acknowledgement of Delivery Fee 40D Syster Call Tag System Payment Credit System Customs Fee System Discount Incentive Syster Distribution Fee O O O O E O O O s Charge Code D20 Charge Type Occessorial Export Code Charge Description address Correction b Check off the charges you wish to appear as options for charges on quotes RATE BASES AND PROFILES Rate bases are a list a rates for origin to destination transportation for a particular carrier Rate profiles are customer specific discounts which are applied to a rate base Adding a Rate Base 1 Click Directory gt Rates gt Rate Bases gt New on the main menu bar to open the rate bases window Rate Bases Carder Sealer a Description Version Date Type Manual Edit Rat ES 2 Manually enter the carrier contact code for the rate base or click Carrier to perform a contact search for the carrier code 3 You may also want to enter a rate base description ve

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