NEW FEATURES & NOTIFICATIONS (3/19/2018) Automated Rate Confirmation (ARC) Version 2

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1 NEW FEATURES & NOTIFICATIONS (3/19/2018) Automated Rate Confirmation (ARC) Version 2

2 ARC Settings: ***PRIOR TO USING VERSION 2 OF THE ARC, ALL USERS MUST CLEAR THEIR CACHE*** USING FIREFOX OR CHROME, USE THE KEYSTOKE SHORTCUT CTRL+SHIFT+DELETE TO EXECUTE THIS FUNCTION. Setup> Company Setup At the bottom of the Settings page will be the ARC Options. These fields are all ON/Off settings, meaning Y (yes) = on or N (no) & blank = off. 1. Fields Carrier Must Complete Prior to Signing Rate Confirmation a. Each setting corresponds to a field on the ARC page that will be marked with an * (asterisk) requiring that field to have information entered before the carrier will have access to sign the E-signature Rate Confirmation. (ARC page image below).

3 b. Prior to completing all required fields and Saving, carrier cannot click on Sign rate confirmation. c. Additionally, if carrier enters phone number, date, time or in an unacceptable format, field will turn red and value will not be accepted.

4 2. Accessible Arrive/Depart Fields: a. These settings allow the carrier to enter pickup and delivery date and times on the ARC page. The dates and time entered will populate into Aljex Dispatch section and Updates Tab.

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6 Automatic Rate Confirmation: 1. Create and Cover a shipment. Choose Carrier Confirmation V2: 2. Ensure valid address is filled on the To and From lines, ensure Automatic Rate Confirmation (ARC) output option is selected: a. When user selects ARC option, the Only Pick up option is auto selected b. The ARC can only be sent to line haul carriers. Any vendor only assigned an accessorial cannot receive ARC:

7 3. Sample a. The carrier will receive the following from the sender entered in Step 2. b. The will contain a link to click or a link to copy & paste in his/her browser window.

8 4. Conf. Sent/ Received: a. After the ARC has been sent, the tag page will update the Conf Sent: Date & Time fields on the tag page b. Once the carrier signs and submits the E-signature rate The Conf Rec d fields will populate with Date & Time on the Tag page. 5. Landing page: Required Fields a. Required fields denoted with red asterisk, these are established in the Company Setup File (section 1).

9 b. Prior to completing all required fields and Saving, carrier cannot click on Sign rate confirmation. c. Additionally, if carrier enters phone number, date, time or in an unacceptable format, field will turn red and value will not be accepted.

10 d. Any information added in Vision prior to ARC being sent will be pre-populated on the page: e. Once all fields are submitted in acceptable format, carrier must click Save to activate the Sign Rate Conf button:

11 6. Click Sign Rate Conf to proceed to next step

12 7. Carrier is taken to signing page. Options on the right to change signer or view printable version. Click Get Started to be taken to signature line. a. The carrier will not receive details of the pickup and consignee until they have signed the rate confirmation. Only basic information will be passed. 8. Carrier signs rate confirmation and clicks Finish & Submit Electronically a. Carrier will need to sign electronically in the green box. b. Carrier will need to acknowledge that they have read the terms of the rate confirmation and Sertifi. c. Carrier can then submit the rate confirmation.

13 9. sent to sender of Rate Confirmation notifying that signatures have been received: 10. Information submitted by carrier on the Required Fields screen are added to shipment in Vision.

14 11. Two copies of rate confirmation are now scanned into Private folder (signed and unsigned): 12. Carrier is Redirected to self-dispatch page: a. Carrier has link to carrier portal in top right, this will launch the login page for that broker s carrier portal. b. Carrier can click Traffic, weather, and shipment status to automatically scroll down to that section and make on-going updates to the load c. Carrier can view, download, and print both versions of the rate confirmation

15 13. Traffic, Weather and Shipment Status: a. Broker can choose to make Pickups, Deliveries, or Time fields read-only to the carrier. (section 1) b. Carrier can enter arrived and departed time for each location (assuming those locations are accessible, per the company SU file) i. Arrived PU field will update if Carrier adds Arrived Date and Time for First Pickup. The Status of the pro will change to At Pickup. ii. Loaded field will update when Carrier adds Departed Date and Time for Final Pickup. The Status of the pro will change to Loaded. iii. Arrived Cons field will update if Carrier adds Arrived Date and Time for Final delivery. The Status of the pro will change to Consignee. iv. Delivered field will update when Carrier adds Departed Date and Time for Final Delivery (Consignee). The Status of the pro will change to Delivered. c. When the carrier enters an Arrived/Departed time in the ARC, these will fill in the corresponding fields in Aljex Vision d. Carrier can view traffic, weather and map for each location using the respected buttons. e. Carrier can view notes for each pick and stop in the Comments section

16 14. Updates Tab The updates tab will also record the information sent by Carrier. The updates will also be based on the Company settings for Loaded and Delivered statuses.

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