Dynamic Searching

Using Dynamic Searching with BrokerWare Effectively

What is Dynamic Searching? – Dynamic searching is a new feature on BrokerWare that dynamically returns results as you enter the search criteria. Instead of typing your search and hitting a button to obtain results, Dynamic Searching produces results as you are typing. Dynamic Searching can be found throughout BrokerWare, most notably with the Customer Search and Load Search fields.

Basic Searching – By default, the results being displayed will be anything that contains the text entered in the search box. For example, if you search for “truck”, valid results would include: “ABC Trucking”, “Truckload”, and “Monster Truck”.

Advanced Searching – There are also times when you need to narrow your search and find items that begin with a letter or just a few letters. This can be done by prefixing your search criteria with the caret key, “^”. For example, if you only want items that begin with “truck”, you would type “^truck”. This will return results like “Truckload or “Trucking Company”, while excluding unwanted results like “ABC Trucking” or “Monster Truck”.

If you are having trouble getting any results, using the caret key "^" by itself will return the top few items.

truck Containing "truck"
tr Containing "tr"
^tr Starts with "tr"
^truck Starts with "truck"
^ Show first few results

BrokerWare Software Updates – June 2010

There are many new enhancements and features that have recently been added to our BrokerWare application. Below is an overview of the updates.

1. Quote Page - Order Entry - The quote page has been updated to improve usability and streamline the order entry process including: address searching is dynamic and updating as you type, multiple stops can be added before creating the shipment, the Full Form and Short Form are linked with tabs that synchronize information among them, a new map tab has been added that allows you to preview a route on the map, product selection has become more dynamic and updates as you type, and supplemental charges show only the top 20 charges used by the specific customer making the list easier to work with.

2. Tracking Pages – The tracking summary pages including pending quotes, orders to dispatch, confirm pickups and the in transit page have a new look and feel. The new version is intended to improve collaboration within your team. We have also added the ability to dispatch multiple shipments at once. For shipments that are dispatched outside the system this option will save some time.

3. Accounting Pages – The Confirm Carrier Charges and Receive Payables pages have been completely redesigned. The new version is intended to improve collaboration within your team.

4. Pricing Programs - Pricing Programs are an upgrade to the existing coupon codes and are a new feature of the application. A pricing program is designed to group tariffs together and allow them to be managed as a group. This means that you can add and remove an entire pricing program from a customer without having to deal with individual tariffs. You can also link a sales rep and a group of tariffs to a customer. Once customers are linked you can also manage the entire group of customers from that pricing program.

5. Consolidation - We now have a new load type called a consolidated load. When working in the system the consolidated load will be linked to multiple LTL loads. Using the consolidated load type allows for a single payable invoice to be used for a group of shipments. We have also built a consolidation organizer. In the organizer you can see shipments that can be used to build a consolidated shipment. When building the consolidated load you can reorganize the stops and see the mileage between the locations. If you are interested in using the consolidation tools please contact us.

6. EDI Usability - Processing of EDI exceptions has been updated to speed up the processing of the exceptions. This project changes the interaction with the EDI Documents that were not able to be matched. The focus was to make the EDI data easier to work with. We made changes on the carrier list to provide details about the open files. We also improved the popup and file list to allow multiple records to be updated at once.

7. Online Credit Cards - In the last release we announced that we could integrate credit card acceptance into the application. With this release we have extended and streamlined the functionality.

8. Document Storage Updates - Document storage has been updated to allow for quick uploads of multiple documents. We have also added a tool to manage the documents that have not been matched to loads.

9. Check Call Contact - In addition to the carrier dispatch contact we have also added a check call contact that can be used to store the driver name and number.