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Text Only Delta
Rater Tutorial |
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| Note: This page covers both a basic and complete
tutorial. |
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| To view the screens that go along with each step of the
tutorial, click on the bold heading at the beginning of that section. |
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| OVERVIEW -
This version of our program is designed for your shipping department. It
requires you to enter all the information needed to create a bill of lading.
With this information you can also generate audit reports for your accounts
payable department. This program is recommended if you generally ship only a
single shipment to each customer per day. Across the top are the buttons to run
rates, print the bill of lading, edit an existing order, save the edited order,
cancel the current order, or delete an existing order. The date field allows
you to enter shipments for future ship dates. The grid on the bottom of the
page displays today's shipments. The line in the grid has an (>) arrow next
to it, this is the "current order." The carrier information on the right and
the detail grid in the center of the screen belong to this order. |
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| Before you start you must set up your preferred
carriers and carrier pricing (see pricing). The carriers and pricing have been
preset for this Tutorial. |
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| DESTINATION ZIP
CODE - Because this program is designed for the shipping dock we have
the origin zip code set based on the LOCATION setting. The LOCATIONS setting
allows you to ship under multiple names if required. The destination zip code
will set your servicing carriers and either the consignee or the city and state
associated with this zip code. |
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| MANDATORY TAB STOP - No Default settings. |
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| TUTORIAL - After starting a new order by mouse
clicking on the NEW button, the next field is DS / destination zip code. When
you enter the zip code this will set your servicing carriers and either the
consignee or the city and state associated with this zip code. |
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| CARRIER
DISPLAY - When you tab from the destination zip code, the program will
set your servicing carriers on the right side of the screen. Next to the
carrier logo is the type of service, direct or interlines, and the days of
service. A zero means the service standard is not available. At this time the
carriers do not list in any particular order. |
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CONSIGNEE
DEFAULTS - The destination zip code may also set a consignee for this
zip code. If you have never shipped to this zip code the program would have
only set the default for the state and city. If you have shipped to this
consignee before, it will default the following information;
- CONSIGNEE ADDRESS
- CONSIGNEE'S PREFERRED CARRIERS
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CONSIGNEE'S MESSAGE
- CONSIGNEE'S FREIGHT TERMS
- CONSIGNEE'S BILL TO
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| ADDING NEW
CONSIGNEE / NAME- For this tutorial, we are not going to use the
default consignee, we will enter a new consignee. |
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| TUTORIAL - When we start typing the drop list is
displayed. If the consignee we wanted is in the list, it will be highlighted
when we have a unique match. But for this order we are going to enter a new
consignee, so we must type the complete name, and tab out of this field. |
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| ADDING NEW CONSIGNEE /
CONFIRMATION - A message box displays as a safety step to keep us from
entering duplicate and/or misspelled consignees. |
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| EDIT NEW
CONSIGNEE CITY - |
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| DEFAULTED FIELD - a city that uses this zip code
is defaulted. |
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| TUTORIAL - We may change the city if the correct
one did not default. We can not change the state or zip code. |
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| SHIPMENT
MESSAGE - |
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| OPTIONAL TAB STOP - Consignee defaulted messages
will display here. |
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| TUTORIAL - Edit or delete any defaulted message
and / or enter a new shipment message in this field. (Permanent messages have
to be entered under SETUP) |
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| > The next few fields are for shipment
tracking and id number. |
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| INTERNAL TRACKING
NUMBER - |
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| OPTIONAL TAB STOP - |
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| TUTORIAL - Enter any internal tracking number,
such as shipment, job or sales order number in this field. |
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| BILL OF LADING
NUMBER - ( BL, BOL, B/L) |
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| OPTIONAL TAB STOP - |
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| TUTORIAL - Enter a bill of lading number in this
field. |
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| CARRIER PRO -
TRACKING NUMBER - |
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| OPTIONAL TAB STOP - |
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| TUTORIAL - If we already know which carrier we
are going to use we may fill this number in now. But for most orders we will
enter this number after we have compared the carrier rates and days of
service. |
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| PALLET / SKID
QUANTITY - |
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| OPTIONAL TAB STOP - This field must be filled in
if pallet pricing is to apply. |
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| TUTORIAL - Enter the total number of skids for
this shipment. |
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| ACCESSORIAL
CHARGES - |
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| OPTIONAL TAB STOP - |
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TUTORIAL - This is the Accessorial Charges
button, if additional charges are going to apply to this order, select one of
the available options.
- C O D
- Call Before
Delivery
- Inside Delivery
- Lift Gate
- Residential Delivery
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Single Shipment |
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| FREIGHT
TERMS - |
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| OPTIONAL TAB STOP - This field defaults first
based on the consignee; if no default is set for the consignee, the field
defaults based on the shipper / locations setting. |
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This is the field for freight terms. The freight
terms settings are
- PPD - Prepaid
- COL - Collect
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3RD - Third Party
- F / A - Free Astray or No Charge |
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| BILL FREIGHT
CHARGES TO - |
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| OPTIONAL TAB STOP - If the freight terms are 3
PARTY this field is mandatory, otherwise it is optional. |
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TUTORIAL - The BILL TO fields work the same as
those in consignee, you can select from the drop list or add a new
company.
Once assigned, the bill to will show for the consignee until
changed. |
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| > The rest of the fields are entered in a grid
format. We may enter as many items / lines as we need. These items will print
in the body of the bill of lading. |
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| GROUP COUNT
- This feature allows a shipper to type in one preset item and have it fill in
the correct sub quantities, descriptions and freight class. Item / Part number
must be used with group count. |
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| OPTIONAL FIELD - |
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TUTORIAL - Enter a quantity, this quantity will
then be multiplied times the quantities associated with the item / part number
field.
Example would be a table shipping as
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one table top
- one box of hardware
- four legs |
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| ITEM / PART
NUMBER - |
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| OPTIONAL TAB STOP |
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| TUTORIAL - Enter an item or part number in this
field. This field can be used without using group count, part numbers can be
pre-installed and may also be added if not in the list. |
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| PIECES -
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| OPTIONAL TAB STOP - |
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| TUTORIAL - Enter an item or part number in this
field. This field can be used without using group count, part numbers can be
pre-installed and may also be added if not in the list. |
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| WEIGHT - |
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| MANDATORY FIELD - |
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| TUTORIAL - Enter the weight of freight for this
freight class in this field. |
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| FREIGHT
CLASS - This field is defaulted based on shipper / location. |
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| OPTIONAL TAB STOP - |
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| TUTORIAL - If the freight is not the default
class, select the correct freight class from the drop list. |
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| HAZARDOUS
MATERIALS - This field is defaulted based on shipper / location. |
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| OPTIONAL TAB STOP - |
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| TUTORIAL - From the drop list select either HZ or
RQ, accessorial charges can be set to add automatically. |
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| PRODUCT
DESCRIPTION - This field is defaulted based on shipper / location. |
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| OPTIONAL TAB STOP - |
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| TUTORIAL - If the correct product description is
not defaulted, either select from the drop list or enter a new description.
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| NMFC / ITEM
NUMBER - This field is defaulted based on shipper / location. |
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| OPTIONAL TAB STOP - |
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| NMFC ITEM NUMBER - This field can be entered for
each shipment or defaulted based on the shipper, part number, or description.
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| RATING
SHIPMENT - |
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If you need to add additional lines, mouse click
or enter on the ADD (+) button. There is not a limit to the number of lines you
can enter.
When the order is complete, mouse click or enter on the DONE /
POST button. |
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Mouse click on the RATES button in the upper left
of the screen to run rates.
The shipment will now calculate rates. |
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CARRIER
RATES - On the right side of the screen, the rates are now showing next
to the carrier. They are sorted with the least expensive always on top. But
also be sure to look at the days and type of service.
If you have more than
10 carriers serving this point you will need to scroll down to check the rest.
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CARRIER TRANSIT DAYS - To the right of the
carrier icon and above the dollar amount is the carriers service data.
The
first character will be either a 'D' or an 'I,' which shows if this is a direct
or interline point.
The second charater will be a number from 0 thorough 9,
this is the carriers standard days of service. A zero means the data is not
available. |
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| CARRIER
SELECTION - To select a carrier simply click on the carrier icon. The
second carrier was selected due to transit time first and cost second; a
carrier code and the bill amount are now showing in the bottom grid. If you
wish to assign a pro number before you print the bill of lading, simple go back
to the pro field, enter the data, and re-save. You are now ready to print the
bill of lading. The print button is in the upper left of the screen. |
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| SPREAD - The spread amount above the carrier
icons is the difference between the lowest can the highest carrier rate. |
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