Training Completion Workshop (Onboarding)

Important Guidelines of the Process:

1. Communication of Requirements:

   • Brokers are informed of the requirement to complete this workshop during their introduction to the Onboarding team in the Kickoff session.

2. Flexible Scheduling Options:

   • The timing of the workshop is determined based on the brokerage's attitude, disposition, and personality:

     1. Conducting a practice session (workshop) after each major topic is delivered.

     2. Holding a final practice session (workshop) once all topics have been covered.

3. Who will be doing the Workshop on the customer side:

   • Depending on the customer's needs, it can be just one or multiple customer POCs doing the workshop test. 

4. Completion Deadline:

   • Onboarding ensures workshop completion before the end of the Testing Stage, at the latest.

5. Unresponsive Growth Customers:

   • Growth customers who have gone live without completing the workshop due to unresponsiveness must complete the training process upon re-engagement.

   • If needed, these customers may be required to pay an Implementation Fee.

Workshop Topics and Exercises by Training Module:

1. Shipment Management

• Shipment Search:

  • Demonstrate filtering and searching for LTL and TL shipments.

  • Add a Saved Search with filters: customer, lane, In Transit Status, and a Hot Alert.

• Truckload (TL):

  • Create a TL Load.

  • Post the load and assign a carrier using Truckload Quoting.

  • Send a carrier confirmation and track the carrier.

  • Identify the statuses and alerts required to complete the load.

• Less-than-Truckload (LTL):

  • Create an LTL Load.

  • Use Tai’s Generate Smart Quote to select a carrier.

  • Update shipment status and dispatch the load via API/EDI.

  • Verify dispatch success using Shipment tools (Activity Log, Alerts, Reference Numbers - PU#).

• Carrier Management:

  • Add and edit carriers.

  • Add insurance, contacts, and packets.

  • Assign a score to carriers.

• Organization Management:

  • Check organizational information.

  • Add LSP Staff members.

  • Edit documents.

  • Add new integrations.

  • Access reports.

  • Locate training recordings.

• Customer Management:

  • Complete the following exercises using the Test customer profile:

    1. Include or exclude carriers or tariffs using carrier rules.

    2. Add a reference number.

    3. Add a commission.

    4. Apply a margin or pricing plan.

    5. Link and disable/exclude a tariff.

    6. Set a credit limit in Accounting Profile management.

• Tariff Management:

  • View and access tariffs.

  • Add new API tariffs.

  • Manage tariff lane details.

• Accounting Management:

  • Accounts Receivable (AR):

    • Create an invoice.

    • Register a payment.

  • Accounts Payable (AP):

    • Create a bill.

    • Register a payment.

  • Revisions (AP/AR):

    • Create and apply revisions as required.

• Accounting Commissions:

  • Approve a commission.

  • Register a payment for a commission.

  • Manually add a commission to a load.

• QuickBooks Online (Optional)
  • Set the GL accounts on Accounting Sync. 
  • Sync an invoice, invoice payment, bill, and bill payment.
  • Explain how to revise if the Sync process was successful from the Accounting Sync History. 
  • When syncing via the Accounting Sync page and an error occurs, how can I view the error message recorded on the shipment?

Final Notes:

• All exercises must be demonstrated in the Test environment to ensure brokers can confidently replicate processes in live scenarios.

• Onboarding Specialists will evaluate and document completion for each section to certify readiness.

• Brokers who fail to meet requirements will need to repeat training or address gaps as identified.

• The results of the workshop will be saved under the customer profile in Gainsight and communicated to Support for visibility and alignment on the customer's process.