Freight Reseller

Company Administration

• Check List on how to configure a New Client as a Freight Broker
• How to Edit or Update the major fields on a Broker Company
• How to create a Company (Minimum Fields)
• How to create a Company (All Fields)
• How to create a Company Contact

Carrier Accounts

• How to import and Create a New Ratecard - As a Freight Reseller
• How to create a new Carrier Account as a Freight Reseller
• How to create a Fuel Surcharge as a Freight Reseller

Company Carrier Accounts

• How to set up Sell Rates if you are a Freight Reseller
• How to create Service Sell Rates
• How to edit a Service Sell Rate
• How to Create and Import Lane Sell Mark-ups
• How to Import and Create a Sell Ratecard
• How to set up an increased Fuel Surcharge

Surcharges

• How to create a Surcharge for a Freight Reseller

Invoicing

• How to Generate Invoices and Add Manual Charge on the Invoice
• How to Post Invoices
• How to Resend, Regenerate, Re-Open and Download Invoice File from a Posted Invoice
• How to Run the Finance Trading Report
• How to run the Invoice Item Breakdown Report

Reconciliation

• Reconciliation Training - Freight Re-seller
• What are Tolerances and how can they be used as a Freight Reseller
• How to manually create Consignments with unmatched invoices as a Freight Reseller
• How to put a Consignment on hold for Reconciliation or Invoicing
• How to take a Consignment off hold for Invoicing or Reconciliation