In this article, you will find some samples of the training sessions that take place during the Onboarding process and an overview of what is discussed. You can share these links with those customers with no access to their own recordings.
Session 1: Shipment Management and General Tools
Recording here
Topics:
- Dashboards: Available Dashboards, how to Edit a Dashboard, Collaboration Dashboard.
- Login Menu: System alerts, Switch Organization, Edit Mailbox, Edit Signature.
- Help Options: Support Request, Knowledge Base, Release Notes.
- Shipment Creation: Create Shipment - Short Form/Standard Form.
- Truckload Quoting.
- Document Processor.
- Shipment Importer.
- Customers: Companies, Create new Company, Staff.
Session 2: LSP Management, Reports, and Rates
Recording here
Topics:
- LSP Tab: My Organization (Edit Record, Edit Settings, Broker Tools, Global Address Book, Dispute Reasons, Linked Tariffs, Margins Search and Create, Broker Activity, Attach Documents, Commissions).
- Reports: Shipped Report, Profitability Report, Manage Custom Report.
- Rates: Tariff Wizard, Accessorial Organization Display Settings.
Session 3: Accounting and QuickBooks
Recording here
Topics:
- AR: Create invoices, Variance List, Invoice Delivery, Collections Summary, Invoice search, Receive Payments, Payment History, and Credit Hold.
- AP: Approve Bills, Unapproved Bills Summary, Billing Variance report, Dispute Log, Approved Bills Summary, Bills Search, Pay Bills, Assign Check Numbers, Bill Payment History.