News and Updates

Thursday, November 11, 2010

Tracking Pages

BrokerWare’s tracking pages are designed to help promote time management within the application. These pages allow the user(s) to perform several tasks for a shipment without having to go to the shipment profile each time. This also allows user(s) the ability to update several shipments in the same amount of time it would take to update one. These changes can range from altering the shipment weight, to updating the status of a shipment.

Getting Started

Depending on the link selected from the home page, each tracking page will then display the according type of shipments. There are two types of tracking pages: a Primary Tracking page, which will display all loads per that status (ex. quoted, booked, dispatched, in transit, delivered) and a Filtered Tracking page, which are listed on the home page under the primary link with names such as “View by Carrier” or “Dispatch Today.”

These Filtered Tracking pages will sort all loads within that status/section and per your selection. For example, the “Dispatch Today” page, lists all loads currently needing to be dispatched with a pick up date of today or before. Primary and Filtered pages can be differentiated by the indentation on the home page.

Updating Shipment Status

Tracking pages can be used to update statuses for multiple loads at once. The listed shipments are initially collapsed on the tracking page screen, with an expand button on the far right to expand the listed shipment. When a load is expanded you can add shipment notes, change the pickup and delivery date, and even push the load into the next status. These options may change based on the status of the individual shipment.

Edit Commodity or Edit Pricing

On the tracking pages some shipment details are listed and underlined. This line indicates that an action is followed by selecting that value, such as shipment weight and price. By selecting either of the two the appropriate pop up window will be displayed (edit commodity or edit pricing) for that shipment. You can also select the Load Number that is underlined which will direct you to the individual load’s shipment profile.

Sorting

All tracking pages give you the option to sort information based on section headers. All underlined headers allow one to sort results based on that section. Note: when sorting based off of shipper or consignee location, the page will sort based off of the state acronym, and not the address. This is useful for your operational staff that monitors loads delivering to a state in a different time zone.

Filter List

Entering text into this field causes the page to refresh and display all loads with matching criteria. For example, if you enter a carrier SCAC code you will be left with all loads with that SCAC displayed as the assigned carrier.

Legends

Each load listed on a tracking page has a color coded indicator. The meanings of these colors change depending on the page you are on. The legend explaining the meaning of each color can be displayed by selecting the “Show Legend” link on the tracking page you are on.

More Options

When selected, the “More Options” link will expand and list all other filtered pages in that section. For example, if you are on the Dispatch Tracking page, the “More Options” link will display filtered pages from the home page, such as “Orders to be Dispatched Today”, “View by Carrier” and “Customer entered order”.

Check Boxes

The Check Boxes allow you to select and update multiple loads at once. Once making a few selections, click the “Save Selected” button at the bottom of the page. This will direct you to a page which allows the confirmation and status updates of all loads selected.