CUSTOMER WEBPAGE USER GUIDE

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Dina Ray
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1 CUSTOMER WEBPAGE USER GUIDE

2 Contents SECTION 1: LOGIN... 1 SECTION 2: ON LINE TRACING... 2 Pro Trace... 2 Fast Track... 3 Date Tracing... 3 Pronumber Tracing... 3 BOL/ Reference Number Tracing... 4 Purchase Order Number Tracing... 4 SECTION 3: READING YOUR PRO TRACE SHIPPING REPORT... 5 SECTION 4: ON LINE REQUESTS... 6 Transit Times... 6 Shipment Alert Request... 7 SECTION 5: ACCOUNT HISTORY... 8 Pronumber Inquiry... 8 Payment Inquiry... 8 Open Invoices... 9 Weekly Invoice Report... 9 Statement Report SECTION 6: ON LINE REPORTS (Detail Shipment Report) SECTION 7: UTILITIES... 15

SECTION 1: LOGIN Beginning from the Gardewine North website (www.gardewine.

3 SECTION 1: LOGIN Beginning from the Gardewine North website ( home page, type your Login Name and Password into the Login bar (shown below), which is located at the bottom center of the webpage. Press the Go button (circled below) when this information has been entered. Once your login and password have been accepted, you will be directed to the Customer Webpage. 1

4 SECTION 2: ON LINE TRACING Tracing can be accomplished using one of several different methods. You will need at least one of the following: o Pronumber (recommended) o Date of Shipment o BOL/ Reference Number o Purchase Order Number o Master Airway Bill Number On the left side of the page, you will see a box titled Pro Trace (Please see below for an image of this box). To trace your shipment using this option, simply type your Pronumber into the box and click the arrow. To trace your shipment using another piece of information, you must begin by placing the clicking on the On Line Tracing bullet to see the drop down menu showing the various options. The drop down menu will appear and look as follows: 2

5 Now you may trace your shipment by using one of the following options: o Fast Track- This option allows you to bring up all your shipments within the default period (Previous 7 Days). By clicking on the highlighted Pronumber hyperlink, you will be able to view the Pro Trace Shipping Information. o Date- Clicking here will open a new page which is shown below: This feature allows you to select a Starting and Ending Date (range) for shipments you want to view. Dates must be in the format of (mm/dd/yy), however you are not required to place / between mmddyy. You must also select one or more of the check boxes (Bill To, Shipper, or Consignee) depending on the information you are seeking. Once this information is entered click the Display Results button and your shipments will be shown in a window below the tracing parameters. Click on the line f each Pronumber to view the Shipment Details. You can also click on the Download button to download your results directly into Excel. Searching by date might be used if a customer only knows the approximate date of a shipment and wants to filter through that time frame. o Pronumber- Clicking here will open a new page with a boxe where you can enter several Pronumbers (up to eleven) to trace distinct shipments. This option avoids having to filter through a range, as you would when tracing by date. After your Pronumbers have been entered, click the Begin Trace button. Once your query is loaded, you can click the line of your Pronumber to view the Shipment Details. You can also click on the Download button to download your results directly into Excel 3

6 o BOL/ Reference #- Selecting this option will open a new page where you can enter either your BOL or a Reference Number/Code to locate only those shipments that match this criterion. (Note: Tracing using this option is only possible if this information is on the original Bill of Lading) Type the number/ code in the provided box, next click on the Submit Query button. Once your query is loaded, you can click the line of your Pronumber to view the Shipment Details. You can also click on the Download button to download your results directly into Excel o Purchase Order- Selecting this option will open a new page where you can enter your Purchase Order number to bring up only those shipments that match this criterion. Type the Purchase Order number in the box provided and click the Submit key. Once your query is loaded, you can click the line of your Pronumber to view the Shipment Details. You can also click on the Download button to download your results directly into Excel. To allow yourself more tracing options, ask your suppliers to always provide your Purchase Order # or Reference # on the Bill of Lading. 4

SECTION 3: READING YOUR PRO TRACE SHIPPING REPORT When clicking anywhere on the line of your Pronumber, you will be directed to the corresponding Shipment Details.

7 SECTION 3: READING YOUR PRO TRACE SHIPPING REPORT When clicking anywhere on the line of your Pronumber, you will be directed to the corresponding Shipment Details. A sample Shipment Details is shown below: DETAIL SHIPMENT EXAMPLE This report will highlight the Shipping information as well as the delivery details so you can see where your order is/was throughout the shipping process. From this screen you can also view the Invoice, Original Bill of Lading and the Delivery Terminal Contact Information by simply clicking on the related link. 5

8 SECTION 4: ON LINE REQUESTS By clicking the On Line Requests button, a drop down menu will appear. This menu is shown below: The following two options are now available: o Transit times- By selecting this option, a new webpage with a map and three boxes will load. This is shown below: This link provides a detailed list of Transit Times between two points. You must type in the postal codes of the origin and the postal code of the destination of your shipment as shown in the following format example R2R4T6 (Note: Do not enter postal code with spaces or dashes). You must also select the date that you want to ship your freight. This can be done by clicking on the Select Date link, where you will be directed to a calendar. You may now manually click on the day you want to ship. You may also choose to enter the date in the box in the following format example 01/21/08 (mm/dd/yy). 6

9 If you do not know the postal codes, you can select the magnifying glass next to the box and select the province and city of origin and province and city of destination and the corresponding postal codes will be automatically entered. Prior to selecting the city of origin, the province of origin must be chosen. Click the Submit button and a new page opens with the following information: Service Type, Transit Days, Delivery Date The last column titled remarks has a link titled Provided that can be clicked on to view the transit schedule for each Service throughout the week, should you choose to ship with us on another day. o Shipment Alert Request- This feature allows you to enter your Pronumber and address to request that an be sent to your account when your freight is: Delivered, Out for Delivery or at a Set Time. You must choose one of the previous three options by selecting the box to determine when your will be sent. When this information is entered select Submit. 7

10 SECTION 5: ACCOUNT HISTORY By clicking the Account History button, a drop down menu will appear. This menu is shown below: You may now choose to view your account information by selecting any of the options from the drop down menu: o Pronumber Inquiry- Selecting the Pronumber Inquiry option will direct you to a screen where you can choose to enter a Pronumber and view the account receivable information for the corresponding shipment. You will be able to view the Reference Number, Transaction Date, Due Date, Original Amount Owed and Balance Owing for a shipment in the following format: By selecting the highlighted Reference Code, you will be directed to The Accounts Receivable Probill Detail page. More information will become available in the following format: o Payment Inquiry- Selecting the Payment Inquiry option will direct you to a page where you can choose to enter a starting date and ending date for your inquiry. When these dates have been selected, click on the Submit 8

11 Query tab. You will be able to view the Check Number, Transaction Date and Amount in the following format: By selecting one of the highlighted Document/ Check Numbers, a new page can be opened showing the Payment amounts and Pronumbers associated with the check. You can then click on one of the Pronumbers to view the associated Pro Trace Shipping Report. o Open Invoices- Selecting the Open Invoices option will direct you to a page where you can choose to enter a starting and ending date for your inquiry. When the dates have been selected, click on the Submit Query tab. You will be able to view the Pronumber, Reference Number, Transaction Date, Due Date, Original Amount owed and Balance Owing for invoices that are still open in the following format: By selecting one of the highlighted Pronumbers, you will be directed to the Detailed Shipping Report. You may also choose to click on a Transaction Number which is located in the See Transaction Column. By doing so, you will be directed to the Accounts Receivable Probill Detail. o Weekly Invoice Report- Selecting Weekly Invoice Report option will direct you to a page where you can choose to enter a starting date and ending date for your inquiry. When these dates have been selected, click on the Submit Query tab. You will be able to view all the weekly invoice information in the following format: You will now have the option of selecting either the Pronumber link (a numerical value) or the Pro# link, both located in the Pro # column. By selecting the Pronumber link (numerical value), you will be directed to the Accounts Receivable Probill Detail. By selecting the Pro# link, you will be directed to the Pro Trace Shipping Report. 9

12 o Statement Report- Selecting the Statement Report option will direct you to a page where you can choose to enter a starting date and ending date for your inquiry. When these dates have been selected, click on the Submit Query tab. You will be able to view all the statements information in the following format: From here, you will have the option of selecting the Statement Number link which directs you to the Statement Detail Report. Now you will have the option of selecting the Pronumber link which directs you to the Pro Trace Shipping Report or the link located in the See Transaction column which will direct you to the Accounts Receivable Probill Detail. 10

It is important to remember when running this report that your company code is selected at the top of the screen, in the Account Codes category before pressing the Run

13 SECTION 6: ON LINE REPORTS By clicking the On-Line Reports button, a drop down menu appears with one option: DETAIL SHIPMENT REPORT. This menu is shown below: By selecting this report, you will be directed to a new webpage. This page will be entitled Detailed Shipment Report. It is important to remember when running this report that your company code is selected at the top of the screen, in the Account Codes category before pressing the Run Report button. This is shown below where TEST is circled. When manually entering a Start Date and End Date, you are not required to place a / between mmddyy. For example, entering the above start date in the following format is acceptable

14 Running this report is usually done in two simple steps. These steps are described in detail below: Step 1: Entering Information in the Boxes / Drop Down Menus (Filtering) You can navigate this page and enter as much or as little information as you desire in the boxes provided or by using the drop down menus to filter your Detailed Shipment Report. If you choose not to filter your report, it can be run by going directly to Step 2. Use Step 1 to filter your report if you are seeking information from a specific shipper/location or to a specific consignee/location of which you know their information. Entering incorrect information can result in an inaccurate Detailed Shipping Report. Shown below are the fields that can be used to filter your report prior to it being run: Not entering a Start Date and End Date, will result in your Detailed Shipment Report being run for the default period (Last 8 days). 12

15 Step 2: Selecting Fields Required in your Detailed Shipment Report Step 2 is performed by selecting the fields that you will require in your Detailed Shipment Report from the Available Field s box. Each field that you want the report to display can be added individually by first clicking on the field and then clicking on the add key or by double clicking the field. As the selected fields are added they will appear in the Selected Fields box. If selecting multiple fields, you may hold down the Control Key (Ctrl) and use the mouse to click on the fields. When all the fields you desire are highlighted click the Add Button. The selected fields will now appear in the Selected Fields box. You may now choose to click the Run Report button located on the bottom of the screen. The Available Fields Box and Selected Fields Box are shown below: Note: Choosing to skip Step 1 and not filtering out the report will result in a larger Detailed Shipment Report. Once the Run Report key has been selected, a new page showing a table with all the fields that you requested information for will load. This table is your Detail Shipping Report. A sample Detail Shipping Report is shown below: 13

16 You may choose to select one of the highlighted Pronumbers (circled above) to view the associated Pro Trace Shipping Report. You can also download the table to Excel where you can manipulate the data, by clicking on the Download to Excel key at the bottom of the screen. This report can be sorted by category by simply clicking on the category heading. This will make it easier to find specific shipments. 14

SECTION 7: UTILITIES To access the Utilities Options, you must begin by clicking the Utilities Bullet. When you click the button, a drop down menu showing the various options will become available.

17 SECTION 7: UTILITIES To access the Utilities Options, you must begin by clicking the Utilities Bullet. When you click the button, a drop down menu showing the various options will become available. The drop down menu will appear and look as follows: Now you may choose to select one of the following options: o Log Out- Selecting this option will log you out of your account and take you back to the Gardewine homepage. o Password Change- Selecting this option will bring up the following screen: Note: With your initial Log On to the Gardewine site, you may be given a default password. If you choose to change your password, enter the current password in the Current Password Box followed by your new changed password in the two boxes below (titled New Password and Verify New Password). 15

o Territory Managers Info- Selecting this option will direct you to a page where you can view the Contact Information (Name, Phone Number and E-mail) of your Territory Manager.

18 o Territory Managers Info- Selecting this option will direct you to a page where you can view the Contact Information (Name, Phone Number and ) of your Territory Manager. o **Add **- Selecting this option will allow you to change the for your account which may be used to send Shipment Alert s or to tag s that you may send to Gardewine for the purpose of answering questions/ concerns. When selecting this option, the following screen will appear: Note: With your initial Log On to the Gardewine Site, your account may not be set up. To enter your for the first time, you will be required to type it into the New and Verify New boxes. Changing your is done by simply entering a new address in the New and Verify New boxes. If you do not have an set up, the screen will appear as shown above. If you have an address and are changing it, your current address will appear on the screen. o Customer List- Selecting this option allows you to set-up customer information, for the purpose of Bill of Lading entry. This option may not be available on your account until requested. You can Update, Delete and Add files by clicking on the related buttons. By clicking on one of these buttons, a new page will load as shown below: 16

19 Information can be added and/or changed on this screen as necessary. o Start-Up Page- This selection allows you to decide which section of the online tools you would like to be taken to after Login. As a default the Welcome Screen is selected. * Indicates a required field where information must be entered. Be sure to press the Save Button before exiting to save your changes. 17

GSA QMAC. Transportation Service Provider (TSP) TransPort Integrator User Guide. TransPort Integrator Service. Version 3.0

GSA QMAC. Transportation Service Provider (TSP) TransPort Integrator User Guide. TransPort Integrator Service. Version 3.0 GSA QMAC TransPort Integrator Service Transportation Service Provider (TSP) TransPort Integrator User Guide Version 3.0 Change Log Version # Date of Change Section Description of Change Changed By 1.0