||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 1 Waterloo Information Systems.

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Presentation transcript:

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 1 Waterloo Information Systems Limited presents LTL TL Rates Tutorial There are a wide variety of methods used by carriers to provide rate quotes. This facility, developed to create and maintain an electronic record of rate quotes, has an emphasis on flexibility. Most rate quotes can be handled as described in the following demonstration. Other quote types with special characteristics are handled by additional menu actions, which address Piece quotes, Table Quotes, Discount quotes, Mileage quotes, Cube quotes and Hourly quotes respectively. This demonstration focuses on adding a referenced point and the rates associated with it to new rate quote. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 2 LTL TL Rates Tutorial Left Click to Continue A new quotation is offered by Midland Transport.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 3 LTL TL Rates Tutorial Menu action 7 is chosen to initiate the rate quotations maintenance facility. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 4 LTL TL Rates Tutorial The rate quotation is a typical LTL quote with rates by weight category so the MRQ menu action is chosen. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 5 LTL TL Rates Tutorial Left Click to Continue This screen prompts the identity information for the new rate quote. It also displays any other existing quotes from the specified carrier.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 6 LTL TL Rates Tutorial Left Click to Continue A “Y” response to this prompt initiates the adding of a new electronic quotation record.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 7 LTL TL Rates Tutorial Left Click to Continue The miscellaneous Information screen is immediately presented to collect key biographic information about the quotation. Note that some fields are already filled in as “defaults”.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 8 LTL TL Rates Tutorial Left Click to Continue For this quote we specify Montreal QC as the point of reference, we change the direction from “F” to “B” for “between” the maximum weight is set at “49999”, the service level is specified as “1”, the maximum density is entered as “10” and we change the contact information.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 9 LTL TL Rates Tutorial Left Click to Continue Next we select menu action 4 to specify the points to be rated relative to Montreal I.e. the referenced points.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 10 LTL TL Rates Tutorial Left Click to Continue A effective method for entering points is to key in the first three characters of the city name, a space and the province code. This produces a list of all possible points and the desired city may be chosen by entering the corresponding item number.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 11 LTL TL Rates Tutorial Left Click to Continue Upon completion of the points list the rate structure must be specified.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 12 LTL TL Rates Tutorial Left Click to Continue There are no flat charges in this quote but menu action 2 is selected to specify the rate structure.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 13 LTL TL Rates Tutorial Left Click to Continue The desired structure is not in the saved list of rate structures so the 3rd structure in the list is selected. It will be modified to correspond to the structure provided by the carrier.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 14 LTL TL Rates Tutorial Left Click to Continue Two categories are added, L5C and 20M. The max weight of category 6 was also changed to from

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 15 LTL TL Rates Tutorial Left Click to Continue The structure is then saved to be available for entering future quotes with the same rate structure.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 16 LTL TL Rates Tutorial Left Click to Continue Menu item 6 is selected to initiate entry of the rate data.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 17 LTL TL Rates Tutorial Left Click to Continue Each of the pairs of points specified earlier are presented in the order of entry. On the first screen the weight break structure is specified as being standard and the minimum charge is also entered.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 18 LTL TL Rates Tutorial Left Click to Continue Each rate is prompted according to the specified structure..

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 19 LTL TL Rates Tutorial Left Click to Continue The next pair of points is automatically presented for entry and the process is repeated until rates for all points have been entered..

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 20 LTL TL Rates Tutorial Left Click to Continue Analysis of this quote indicates that for several points the rates are identical to those that have been entered above. The “replicate” function has been developed to provide for replicating the rates from a point already entered to another specified point. In this example we have marked those that may be replicated with the line number of the rates for the point already entered.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 21 LTL TL Rates Tutorial Left Click to Continue To replicate rates to a line the segment maintenance code of “r” is entered followed by the line number.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 22 LTL TL Rates Tutorial Left Click to Continue The segment line number of the line of rates to be copied is then prompted. In the example line number 14 is being replicated from line number 8.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 23 LTL TL Rates Tutorial Left Click to Continue The line of rates is displayed for confirmation. Clearly the replication facility can reduce data entry time and reduce the possibility of entry errors.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 24 LTL TL Rates Tutorial Left Click to Continue Menu action 8 provides for specifying accessorial charges for this quotation.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 25 LTL TL Rates Tutorial Left Click to Continue No accessorial charges are entered specifically for this quote..

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 26 LTL TL Rates Tutorial Left Click to Continue Accessorial charges may be maintained on the carrier record(as shown here)and will be automatically added to any quote from that carrier.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 27 LTL TL Rates Tutorial Left Click to Continue As all data has now been entered for the quote we may select menu action 11 to print a copy of the rate quote for verification and reference.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 28 LTL TL Rates Tutorial Left Click to Continue The quote report is printed in a format very similar to that which most carriers provide which facilitates rate verification.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 29 The End For Further Information, contact Waterloo Information Systems Limited 33 Dupont Street East Waterloo Ontario N2J 2G8 (519) Left Click to Exit To Restart the Demo, type “1”, or Double-click and Hold for 2 Seconds