Upload
dangtu
View
216
Download
4
Embed Size (px)
Citation preview
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 1 of 38
INTRANET -
C.M.R.S.
Express Center - Sales
User Guide
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 2 of 38
CONTENTS
Introduction: Internet – Intranet
How to logon to the Landstar Express America Intranet
The Home Page
C.M.R.S. reports structure
Top C.M.R.S. report descriptions
PC recommendations
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 3 of 38
Introduction: Internet – Intranet What is an Intranet? There is often a lot of confusion about any two words that start with “inter” and “intra.” For one thing, they sound much alike! Basically, inter (TER) means between, while intra (TRA) means within. The Internet is basically the huge collection of computers that are connected worldwide to share information. It is open to the public, although accesses to some areas are restricted or security controlled. An Intranet is a network of computers that is internal to a company and uses Internet technologies to share information. It is private, and may or may not provide a path out to the Internet. The term was coined because this network uses Internet technologies, but operates within a company. Landstar Express America is happy to present to you a significant set of enhancements to our Intranet system. Starting today, you will be able to find more information about our company and our National Account Agreements, print various forms or manuals, use slide show presentations for customers, get a sample of our ISO 9002 certificate, look up any Landstar Express America directories, link to useful sites and tools and much more … Take some time to discover this great source of information. Your return on investment (R.O.I) could be tremendous! Of course, the Intranet will also provide you access to our Consolidated Management Reporting System (C.M.R.S) with its 200+ reports, to give you macro or detailed views of your activity. Enjoy these fantastic views on the information highway. May this tool bring you the capacity to be more productive and efficient in your daily work.
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 4 of 38
How to logon to LEA’s Intranet
STEP 1: Connect to the Internet and open your browser. For it to work properly on your computer, the Landstar Express America CMRS system needs Microsoft Internet Explorer© version 6.0 or higher (downloads and upgrades are available free of charge at www.microsoft.com). Tip: Make sure the “Every visit to the page” feature is checked in the “Internet Options” section of your browser. Select “Tools” or “View” from the menu bar and go to “Internet Options.” On the “General” tab, click on the “Settings” icon and verify that option is selected.
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 5 of 38
STEP 2: Type the following Internet address in the address bar of your browser and press the “Enter” key:
www.express.landstar.com
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 6 of 38
STEP 3: Once you have reached the Intranet Login page of Landstar Express America, type your “User ID” and “Password” in the appropriate fields (see screen below). When done, click on the “Login” button. Tip: If you do not have a User ID or your profile has expired, please contact the Help Desk @ 1-800-435-4982 for support.
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 7 of 38
STEP 4: Welcome to the Landstar Express America’s Intranet Home Page! Click on any icon or any hyperlink to use the different features. Tip: Take some time to “surf” around the different icons. You may discover a multitude of features and information that could be useful for your work.
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 8 of 38
The Home Page of Landstar Express America’s Intranet Links: You can click these to connect to other Landstar web applications, check the weather, traffic updates, diesel prices and much more.
Quick-Trak: Access customer shipment tracking and tracing web application.
News: Get the latest on what is going on at Landstar.
Tools: You can find phone numbers or addresses, airport codes or world postal codes, a time zone converter or currency converter, many special tools that can help fill in missing information.
C.M.R.S.: More than 250+ reports providing macro and detailed views of all shipment activities. Other inquiries on operations, accounting, customer service and more are available as well. Definitely a MUST-SEE option of the Intranet.
National Accounts: You can look up all approved national customer accounts from Landstar Express America. Contract information, pricing, operational and billing requirements are some of the features available in this option.
Slides: Presentations using Microsoft PowerPoint technology can be found here to provide customers or intranet users with training or support on Landstar Express America services.
Forms & Manuals: You will find all the latest versions of Landstar Express America forms and manuals. Agent or Contractor directory, Quick-Trak™ user guide, account release forms, and LEA’s brochures are some of the materials you can find in this feature.
Certificates: Different types of certificates or permits are available for customer requests. ISO 9000 certificate, Hazardous Material certificate, and an Insurance certificate sample are a few examples of what is available in this option.
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 9 of 38
C.M.R.S detailed report menu
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 13 of 38
Top C.M.R.S. reports
Customer Search + Default Accounts
Shipments By Bill To
Shipment Ticket
Yearly Change
Orders Not Invoiced
Recently Shipped + Quick-Trak™
Gross Profit By Bill To
Shipments By Bill To – Monthly Activity
Customer Groups Ranking
Shipment By Service Type
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 14 of 38
CUSTOMER SEARCH BY NAME
(See sample on next page)
Description This report will enable you to look up the entire account database of Landstar Express America. It will provide you with information on whether it is a shipper, consignee and/or billing location, if the account is currently assigned, and the last transaction dates on the account.
How to access the report 1 Sales 2 Customer Search 3 By Name/ET (to research Express-Trak™ database) 3 By Name/TTS (to research TTS database – Accounts prior 10/2000)
Criteria Values Description Company
Zip Code
Default Accounts Only
Domestic / International
Cutoff Ship Date
Extended Search
Spreadsheet Format
Records per Page
Text string 3 or 5 digits (flag) Domestic, International, Both mm/dd/yyyy (flag) (flag) Number or 0
Business Name. Postal Zip Code. Show only default accounts for your profile. Show accounts which had either domestic, international, or both types of shipments. Last shipment cutoff date to display an account. Will show some additional accounts with spelling similar to the business name entered. Provide tabular format for export to spreadsheet software like Excel. Number of records shown at one time on the screen display. 0 will show all records for the selection on one screen display.
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 16 of 38
SALESPEOPLE DEFAULT ACCOUNTS
(See sample on next page)
Description This report will enable you to list all the default (assigned) accounts for the defined sales profile. It will give an overview of the salesperson portfolio.
How to access the report 1 Sales 2 Salespeople 3 Default Accounts
Criteria Values Description Order Results By
Records per Page
Company, Customer Code, # of Orders, Revenue
Allow specific sorting of the default accounts. Number of records shown at one time on the screen display. 0 will show all records for the selection on one screen display.
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 18 of 38
SHIPMENTS/ET BY BILL TO
(See sample on next page)
Description This report will enable you to list summarized or detailed information for all your shipments per Bill To accounts (Billed customers) within a specific date range.
How to access the report 1 Customer Service 2 Shipments/ET 3 By Bill To
Criteria Values Description Date Range
Company Zip Company Key Company Group Product Airport/Origin Shipment Status
Domestic / International
Shipment Type
Service
Order Results By
Report Type
Records per Page
mm/dd/yyyy Text string 3 or 5 digits 4 to 6 digits (ET)
Text string Domestic, International, Both Air, Truck, Any Summary, Detail
Specify the start and end date of shipments. Select the date type your date range should apply to: ship date, delivery date or scheduled delivery date. Business Name. Postal zip code. Specific Bill To customer ID. Company group name. Specify a product code (e.g. Government). Specify an airport code of origin (e.g. JAX). Specify the status of shipments you want to see (e.g. Enroute). Show shipments, which are either domestic, international or both. Show shipments which are either ground, air, or both. Specify the service level of shipments you want to see (e.g. 2nd Day Air). Specify the sorting of the shipments within each Bill To account. Provide summarized account information or detailed shipment information. Number of records shown at one time on the screen display. 0 will show all records for the selection on one screen display.
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 20 of 38
SHIPMENT TICKET
(See sample on next page)
Description This report will enable you to review ALL detailed information about a specific shipment including costs, trace notes and multi-stopping.
How to access the report 1 Customer Service 2 Shipments 3 Tickets / Ticket-ET
Criteria Values Description RefNum
Waybill
Master Airbill
Shipper Ref #
Consignee Ref #
7 digits
Landstar Express America internal shipment number. Waybill number. Master Airbill number. Shipper reference number. Consignee reference number.
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 22 of 38
YEARLY CHANGE BY COMPANY GROUP
(See sample on next page)
Description This report will give you an overview of your customer portfolio. It will provide a comparison of a specific date range activity versus the same period of time the year before. It will allow you to follow the performance of your customers in several ways: increasing, decreasing activity; added, dropped activity.
How to access the report 1 Accounting 2 Revenue 3 Yearly Change 4 By Company Group
Criteria Values Description Accounting Range
Company Zip Company Key
Company Group Domestic / International
Restriction
Order Results By
Records per Page
Text string 3 or 5 digits . + 4 digits (TTS)
4 to 6 digits (ET)
Text string Domestic, International, Both
Select monthly period range (e.g. Jan-01 to Mar-01 First quarter 2001). You can select any time period (back to 1998) and length (from 1 month to years). Business Name. Postal zip code. Specific Bill To customer ID. Company group name. Show shipments which are either domestic, international, or both. Limit the list of companies that have either increased, decreased, added or dropped their activity. Specify the revenue sorting order in which the companies should appear. Number of records shown at one time on the screen display. 0 will show all records for the selection on one screen display.
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 24 of 38
ORDERS NOT INVOICED
(See sample on next page)
Description This report will enable you to list summarized or detailed information for all your un-invoiced shipments per Bill To accounts (Billed customers) within a specific date range.
How to access the report 1 Invoicing 2 Orders Not Invoiced 3 All By Delivery Date
Criteria Values Description Delivery Date Range
Company
Zip
Company Key
Company Group
Order Results By
Report Type
Records per Page
mm/dd/yyyy Text string 3 or 5 digits . + 4 digits (TTS)
4 to 6 digits (ET)
Text string Summary, Detail
Specify the start and end date of shipments. Business Name. Postal zip code. Specific Bill To customer ID. Company group name. Specify the sorting order of the shipments. Provide summarized account information or detailed shipment information. Number of records shown at one time on the screen display. 0 will show all records for the selection on one screen display.
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 26 of 38
RECENTLY SHIPPED
(See sample on next page)
Description This report will enable you to quickly review your current and most recent shipment activity: the last few days or any date range; shipments in transit or delivered; air or ground; etc. This report will then allow you to lookup any shipment in detail by clicking on the yellow hyperlink. A Quick-Trak™ report will then be shown.
How to access the report 1 Customer Service 2 Shipments/ET 3 Recently Shipped
Criteria Values Description Shipments during last XX
days Shipping Date Range Company Zip Company Key Company Group Domestic / International
Shipment Type
BCO Trucks Only Shipment Status
Order Results By
Records per Page
mm/dd/yyyy Text string 3 or 5 digits 4 to 6 digits (ET)
Domestic, International, Both Air, Truck, Any
Specify the number of shipment days you want to look back from today’s date. Specify the start and end date of shipments. Business Name. Postal zip code. Specific Bill To customer ID. Company group name. Show shipments which are either domestic, international, or both. Show shipments which are either ground, air, or both. Show shipments only handled by a LEA BCO. Specify the status of shipments you want to see (e.g. Enroute). Specify the sorting order of the shipments within each Bill To account. Number of records shown at one time on the screen display. 0 will show all records for the selection on one screen display.
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 28 of 38
QUICK-TRAK™
(See sample on next page)
Description This report will enable you to review and track a specific shipment with its status and POD Date, time and name. This report can also be accessed directly by a customer without a user ID and password (see below). Caution: Before providing this access to your customer, make sure you know how this feature works, that the data entry has been correctly done and will be always up-to-date.
How to access the report 1 Customer Service 2 Shipments/ET 3 Quick-Trak™ 1 Customer direct access: www.express.landstar.com/quick-trak/
Criteria Values Description Primary IDs: Waybill #
Customer Ref #
Secondary IDs: Ship Date
Shipper Zip
Consignee Zip
mm/dd/yyyy 5 digits 5 digits
Specify the waybill number of the shipment. Specify any customer number, which will be researched in the shipper or consignee reference number fields. Specify ship date of desired shipment. Postal zip code. Postal zip code.
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 30 of 38
GROSS PROFIT BY BILL TO
(See sample on next page)
Description This report will enable you to list summarized or detailed information for all your shipments per Bill To accounts (Billed customers) within detailed financial information: gross profit, GP%, purchase transportation, linehaul cost, pickup cost, etc.
How to access the report 1 Accounting 2 Gross Profit 3 By Bill To Company
Criteria Values Description Delivery Date Range
Company Zip
Company Key
Company Group Domestic / International
Shipment Type
Display Ship/Cons Name Order Results By
Spreadsheet Format
Report Type
Records per Page
mm/dd/yyyy Text string 3 or 5 digits 4 to 6 digits (ET)
Text string Domestic, International, Both Air, Truck, Any Summary, Detail
Specify the start and end date of shipments. Business Name. Postal zip code. Specific Bill To customer ID. Company group name. Show shipments, which are domestic, international or both. Show shipments, which are either ground, air or both. Enable the display of Ship/Cons names. Specify the sorting of the shipments within each Bill To account. Display all information in single columns for export to a spreadsheet program. Provide summarized account information or detailed shipment information. Number of records shown at one time on the screen display. 0 will show all records for the selection on one screen display.
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 32 of 38
SHIPMENTS BY BILL TO – Monthly Activity
(See sample on next page)
Description This report will enable you to list summarized monthly information for all your shipments per Bill To accounts (Billed customers) within a specific date range. This will provide you with a great overview of your customer’s activity.
How to access the report 1 Customer Service 2 Shipments 3 By Bill To – Monthly Activity Criteria Values Description Delivery Date Range
Company
Zip
Company Key
Company Group
Domestic / International
Shipment Type
Records per Page
mm/dd/yyyy Text string 3 or 5 digits . + 4 digits (TTS)
4 to 6 digits (ET)
Text string Domestic, International, Both Air, Truck, Any
Specify the start and end date of shipments. Business Name. Postal zip code. Specific Bill To customer ID. Company group name. Show shipments, which are either domestic, international or both. Show shipments, which are either ground, air or both. Number of records shown at one time on the screen display. 0 will show all records for the selection on one screen display.
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 34 of 38
RANKING BY COMPANY GROUP
(See sample on next page)
Description This report will enable you to rank your customer portfolio over a specific period of time. Different ranking criteria are available: Bill To revenue, gross profit, gross profit %, etc.
How to access the report 1 Sales 2 Customers 3 Ranking By Company Group
Criteria Values Description Delivery Date Range
Domestic / International
Shipment Type
Order Results By
Records per Page
mm/dd/yyyy Domestic, International, Both Air, Truck, Any
Specify the start and end date of shipments. Show shipments which are either domestic, international, or both. Show shipments which are either ground, air, or both. Specify the ranking type of your customer portfolio. Number of records shown at one time on the screen display. 0 will show all records for the selection on one screen display.
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 36 of 38
SHIPMENTS BY SERVICE TYPE
(See sample on next page)
Description This report will enable you to list the service types used for your portfolio or a specific customer within a defined date range.
How to access the report 1 Transportation 2 Truck/Air Ratios 3 By Service Type
Criteria Values Description Delivery Date Range
Company
Zip
Company Key
Company Group
Domestic / International
Report Type
Records per Page
mm/dd/yyyy Text string 3 or 5 digits . + 4 digits (TTS)
4 to 6 digits (ET)
Text string Domestic, International, Both Summary, Detail
Specify the start and end date of shipments. Business Name. Postal zip code. Specific Bill To customer ID. Company group name. Show shipments which are domestic, international, or both. Provide summarized account information or detailed shipment information. Number of records shown at one time on the screen display. 0 will show all records for the selection on one screen display.
Document #: LEAFD00123 Revised Date: 02/27/2006 Policies, Procedures, Documents: Page 38 of 38
Computer Recommendations: In order for you to use Landstar Express America’s Intranet with the best results, please review the hardware and software recommendation below:
1. Processor: A speed of 500/600 Mhz., 1.0 Ghz or higher is recommended. Lower processor speed might provide response too slow to be satisfactory.
2. RAM memory: 64Mb is the minimum required. 128Mb is recommended. 3. Modem: 28.8Kb is the minimum required, 56K is recommended. Better is a
cable modem or DSL connection (depending on your budget). 4. Operating system: Windows 98, 2000, ME, XP, NT (Service Pack 5 or 6) can be
used. We recommend you do monthly updates using “Windows Update” under the “Tools” menu. Every critical update proposed by Microsoft should be installed as well as any “Virtual Machine” module. Call the Help Desk for assistance.
5. Software: Microsoft Internet Explorer 6.0 (Service Pack 2) is the minimum required. NO OTHER BROWSER LIKE NETSCAPE, AOL, COMPUSERVE, etc. IS SUPPORTED BY OUR SYSTEM. MS Internet Explorer is installed on any Windows PC (Click on the Start button, select Programs, select Internet Explorer.)
If your computer has special programs installed like Firewalls, Anti-virus, etc., this might interfere with the program. If you notice some troubles, please consult with the Help Desk.