||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 1
WISL Tutorials use standard Microsoft PowerPoint commands, such as the following :
Escape Key, Minus Key (-), Ctl+BreakEscape Key, Minus Key (-), Ctl+Break
S or Plus Key (+)S or Plus Key (+)
Right Click , Backspace, Up ArrowRight Click , Backspace, Up Arrow
Left Click , space, N, Down Arrow Left Click , space, N, Down Arrow
Left and Right Click together for 2+ secondsLeft and Right Click together for 2+ seconds
Move mouse for 2 secondsMove mouse for 2 seconds
Next Slide
Previous Slide
End Tutorial
Pause or Resume Tutorial
Restart entire Tutorial
Shows the mouse pointer
Left Click to ContinueLeft Click to Continue
User CommandsUser CommandsUser CommandsUser Commands
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Waterloo Information Systems Limitedpresents
WISLWISL Branch Freight SystemBranch Freight System
The WISL Branch Freight System provides a branch operation with the capability to monitor and control freight costs during the shipping process.
Left Click to ContinueLeft Click to Continue
Remote InstallationRemote Installation
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Type “9” <Enter>Type “9” <Enter>
Type “33” <Enter>Type “33” <Enter>
Type ”4” <Enter>Type ”4” <Enter>
Left Click to begin OverviewLeft Click to begin Overview
Tutorial Menu
To Start WISL BFS Shipping Tutorial
To Start WISL BFS Consolidation Tutorial
To Start WISL BFS Overview
“ESC”“ESC” To Exit
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Waterloo Information Systems Limitedpresents
WISLWISL BFS System FlowBFS System Flow
Through an interface with the corporate order entry and/or purchasing system, a data base keyed on customer reference number is established that contains information about shipment requests(both inbound and outbound). Interactive facilities are provided to record receiving information for inbound shipments and to record shipping information at the time an outbound shipment is sent. In both cases automatic rating is employed to identify preferred carrier(s) and allow for accrual and control reporting.
Left Click to ContinueLeft Click to Continue
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WISLWISL Branch Freight SystemBranch Freight System
Order EntrySystem
PurchasingSystem
Vendor
ShippingDept.
Rating Authority(WISL BFS)
Receiving DataEntry
Shipping DataEntry
WISL Branch FreightSystem
PurchaseOrder
ShipmentRequestForm(in)
Bill of LadingPacking Slip(outbound)
ShipmentShipment(outbound)(outbound)
Left Click to ContinueLeft Click to Continue
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Waterloo Information Systems Limitedpresents
WISLWISL BFS Remote ControlBFS Remote Control
WISL BFS may be installed to control shipping at remote sites. In such installations the rates and related data are maintained centrally via WISL's Freight Analysis Information System with updates provided as required through EDI to the remote server. The central rating authority receives completed shipment information from WISL BFS to effect centralized payment to carriers and facilitate reporting.
Left Click to ContinueLeft Click to Continue
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WISL BFS Remote Installation
WISL BFS Remote Installation
Left Click to ContinueLeft Click to Continue
Freight Management
Server(Rates & Reporting
Data Base)
BFS RemoteServer
(ShippingData Base)
BranchShipper
Workstation
InternetProtocol
Internetor Intranet
InternetProtocol
Internetor Intranet
Corporate Server(s)
Order Entry/PurchasingSystems
InternetProtocol
LabelPrinter(Shipping Labels)
DocumentPrinter
(BOL, Packing List, Customs
Doc, etc)
Internetor Intranet
ElectronicManifests
To carriers
InternetProtocol
Internet
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Type “9” <Enter>Type “9” <Enter>
Type “33” <Enter>Type “33” <Enter>
Type ”4” <Enter>Type ”4” <Enter>
Left Click to begin OverviewLeft Click to begin Overview
Tutorial Menu
To Start WISL BFS Shipping Tutorial
To Start WISL BFS Consolidation Tutorial
To Start WISL BFS Overview
“ESC”“ESC” To Exit
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Waterloo Information Systems Limitedpresents
WISL Branch FreightWISL Branch Freight
Shipping TutorialShipping Tutorial
This tutorial follows the shipping process from specification of a pick ticket to generation of labels and other documents.
Left Click to ContinueLeft Click to Continue
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
Clicking on “Add Shipping Records” initiates the shipping process.
Clicking on “Add Shipping Records” initiates the shipping process.
Left Click to ContinueLeft Click to Continue
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
Left Click to ContinueLeft Click to Continue
The Bill of Lading Maintenance routine handles data collection forall incoming and outgoing Bills of Lading passing through the branch. Eachshipment is rated based on its individual characteristics and therates provided by a centrally managed rating authority. The bestcarrier can be automatically determined, along with the expected freightcost. BOLs or Shipment Request documents, and any required supportingdocuments are printed at completion.
The Bill of Lading Maintenance routine handles data collection forall incoming and outgoing Bills of Lading passing through the branch. Eachshipment is rated based on its individual characteristics and therates provided by a centrally managed rating authority. The bestcarrier can be automatically determined, along with the expected freightcost. BOLs or Shipment Request documents, and any required supportingdocuments are printed at completion.
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
Left Click to ContinueLeft Click to Continue
The pick ticket number, or the Non-Standard Code, of the desired record is entered.
The pick ticket number, or the Non-Standard Code, of the desired record is entered.
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
Left Click to ContinueLeft Click to Continue
Upon clicking the “Pick Ticket Lookup” button the relevant data is automatically transferred from the pick ticket record to the BOL record displayed. The shipping clerk may then supplement or override any field to prepare the BOL record for rating.
Upon clicking the “Pick Ticket Lookup” button the relevant data is automatically transferred from the pick ticket record to the BOL record displayed. The shipping clerk may then supplement or override any field to prepare the BOL record for rating.
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
Left Click to ContinueLeft Click to Continue
Note that the text boxes of 5 attributes are highlighted in light blue which means they are required to be completed before the screen may be exited for rating. Origin, destination, number of pieces, weight and connecting carrier indicator must be transferred from the pick ticket or entered by the shipping clerk.
Note that the text boxes of 5 attributes are highlighted in light blue which means they are required to be completed before the screen may be exited for rating. Origin, destination, number of pieces, weight and connecting carrier indicator must be transferred from the pick ticket or entered by the shipping clerk.
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
Left Click to ContinueLeft Click to Continue
The data imported from the pick ticket corresponds to the desired shipping specifications and rating may now be invoked by pressing the “Rate” to allow selection of the carrier.
The data imported from the pick ticket corresponds to the desired shipping specifications and rating may now be invoked by pressing the “Rate” to allow selection of the carrier.
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
Left Click to ContinueLeft Click to Continue
The list presented includes all rates applicable to the specified shipment characteristics. The desired rate may be selected by clicking on the carrier name. In this case the first Purolator rate is selected.
The list presented includes all rates applicable to the specified shipment characteristics. The desired rate may be selected by clicking on the carrier name. In this case the first Purolator rate is selected.
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
Left Click to ContinueLeft Click to Continue
Note that “Purolator” has been inserted into the “Main Carrier” box. At this point the shipper may override any of the ship parameters listed below.
Note that “Purolator” has been inserted into the “Main Carrier” box. At this point the shipper may override any of the ship parameters listed below.
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
Left Click to ContinueLeft Click to Continue
Once the shipper is satisfied with the ship parameters the “Ship” button is pressed to initiate generation of documents.
Once the shipper is satisfied with the ship parameters the “Ship” button is pressed to initiate generation of documents.
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
Left Click to ContinueLeft Click to ContinueThe B\L is printed.The B\L is printed.
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
Left Click to ContinueLeft Click to Continue
A bar coded shipping label is printed. Carriers such as Purolator have specifications for the layout of the label that is printed and WISL BFS will print a label that corresponds to these specifications.
A bar coded shipping label is printed. Carriers such as Purolator have specifications for the layout of the label that is printed and WISL BFS will print a label that corresponds to these specifications.
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
Left Click to ContinueLeft Click to Continue
Once the documents are printed the screen is re-initialized to await input of the next pick ticket number.
Once the documents are printed the screen is re-initialized to await input of the next pick ticket number.
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
Left Click to ContinueLeft Click to Continue
Multiple items can be added to a shipment by Clicking on the ‘Add Multiple Items’ button beside the Units prompt. This would open up a new window for data entry of Multiple Items
Multiple items can be added to a shipment by Clicking on the ‘Add Multiple Items’ button beside the Units prompt. This would open up a new window for data entry of Multiple Items
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
Left Click to ContinueLeft Click to Continue
Details of Multiple items can be entered on this screen. Commodity and Product type can be selected from the drop-down lists. Click on the ‘Update Record’ button to save the information.
Details of Multiple items can be entered on this screen. Commodity and Product type can be selected from the drop-down lists. Click on the ‘Update Record’ button to save the information.
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
Left Click to ContinueLeft Click to Continue
After the Multiple Item information are updated, the ‘M’ for Multiple in Units and total weight in Weight prompt will be filled in on the main screen. The default ‘Shipped From Branch’ is filled by a parameter. The other information can entered as usual.
After the Multiple Item information are updated, the ‘M’ for Multiple in Units and total weight in Weight prompt will be filled in on the main screen. The default ‘Shipped From Branch’ is filled by a parameter. The other information can entered as usual.
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
When a Shipping Record is added, a Bill of Lading is assigned to it. A Bill of Lading record can be maintained by clicking on “Maintain Bill of Lading”.
When a Shipping Record is added, a Bill of Lading is assigned to it. A Bill of Lading record can be maintained by clicking on “Maintain Bill of Lading”.
Left Click to ContinueLeft Click to Continue
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
Specification of the bill of lading number or any combination of other criteria on the screen will result in a list of possible matching bills or if only one bill is selected it will be displayed in the maintenance screen.
Specification of the bill of lading number or any combination of other criteria on the screen will result in a list of possible matching bills or if only one bill is selected it will be displayed in the maintenance screen.
Left Click to ContinueLeft Click to Continue
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
The main screen for BOL record maintenance is presented at this point.
The main screen for BOL record maintenance is presented at this point.
Left Click to ContinueLeft Click to Continue
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
The most commonly maintained data attributes in the BOL record are displayed for maintenance on this screen .
The most commonly maintained data attributes in the BOL record are displayed for maintenance on this screen .
Left Click to ContinueLeft Click to Continue
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
Separate buttons invoke maintenance of additional charges or Supplementary Info(less commonly maintained attributes) .
Separate buttons invoke maintenance of additional charges or Supplementary Info(less commonly maintained attributes) .
Left Click to ContinueLeft Click to Continue
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
This is the screen invoked by the “Additional Charges” button that provides for maintenance of accessorial charges.
This is the screen invoked by the “Additional Charges” button that provides for maintenance of accessorial charges.
Left Click to ContinueLeft Click to Continue
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
The re-rating of the bill may be initiated by pressing the “Re-Rate” button. Re-rating is handled in the same manner as in the shipping procedure.
The re-rating of the bill may be initiated by pressing the “Re-Rate” button. Re-rating is handled in the same manner as in the shipping procedure.
Left Click to ContinueLeft Click to Continue
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
The BOL or shipping label may be re-printed by pressing the corresponding button..
The BOL or shipping label may be re-printed by pressing the corresponding button..
Left Click to ContinueLeft Click to Continue
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
When all maintenance is complete the”Update Record” is pressed to initiate the BOL record update.
When all maintenance is complete the”Update Record” is pressed to initiate the BOL record update.
Left Click to ContinueLeft Click to Continue
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WISL Branch Freight TutorialWISL Branch Freight Tutorial
The Main Menu also provides access to other functions including reprinting of shipping documents and the maintenance of consolidations.
The Main Menu also provides access to other functions including reprinting of shipping documents and the maintenance of consolidations. Left Click to ContinueLeft Click to Continue
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Type “9” <Enter>Type “9” <Enter>
Type “33” <Enter>Type “33” <Enter>
Type ”4” <Enter>Type ”4” <Enter>
Left Click to begin OverviewLeft Click to begin Overview
Tutorial Menu
To Start WISL BFS Shipping Tutorial
To Start WISL BFS Consolidation Tutorial
To Start WISL BFS Overview
“ESC”“ESC” To Exit
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Waterloo Information Systems Limitedpresents
WISL Branch FreightWISL Branch Freight
Consolidation TutorialConsolidation Tutorial
This tutorial follows the activities involved in consolidation.
Left Click to ContinueLeft Click to Continue
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WISL BFS Consolidation TutorialWISL BFS Consolidation Tutorial
Clicking on “Consolidation List” initiates the consolidation function.
Clicking on “Consolidation List” initiates the consolidation function.
Left Click to ContinueLeft Click to Continue
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WISL BFS Consolidation TutorialWISL BFS Consolidation Tutorial
The consolidated list, sorted by best carrier, is presented the drop down list shows the other available options(Status or Open Date).
The consolidated list, sorted by best carrier, is presented the drop down list shows the other available options(Status or Open Date).
Left Click to ContinueLeft Click to Continue
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WISL BFS Consolidation TutorialWISL BFS Consolidation Tutorial
This is the list sorted by “Open Date”.This is the list sorted by “Open Date”.
Left Click to ContinueLeft Click to Continue
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WISL BFS Consolidation TutorialWISL BFS Consolidation Tutorial
The BL Number is clicked to initiate maintenance. 100000000102 is used for this demo.
The BL Number is clicked to initiate maintenance. 100000000102 is used for this demo.
Left Click to ContinueLeft Click to Continue
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WISL BFS Consolidation TutorialWISL BFS Consolidation Tutorial
The consolidated record can be maintained from this screen. The “Actual Carrier” may be specified or the “Rate” button may be selected which will offer a list of applicable carrier/rates. We will select the “Rate” button.
The consolidated record can be maintained from this screen. The “Actual Carrier” may be specified or the “Rate” button may be selected which will offer a list of applicable carrier/rates. We will select the “Rate” button.
Left Click to ContinueLeft Click to Continue
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WISL BFS Consolidation TutorialWISL BFS Consolidation Tutorial
The first rate(lowest) is selected for this demo.The first rate(lowest) is selected for this demo.
Left Click to ContinueLeft Click to Continue
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WISL BFS Consolidation TutorialWISL BFS Consolidation Tutorial
The carrier name and associated attributes are populated from the rating.
The carrier name and associated attributes are populated from the rating.
Left Click to ContinueLeft Click to Continue
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WISL BFS Consolidation TutorialWISL BFS Consolidation Tutorial
When we add a second shipping record for any destination, for which we have already created a BOL with the same service level, the existing carrier for the given destination is selected. After the carrier is selected, the ‘Add to existing consolidation’ is set to ‘Yes’.
When we add a second shipping record for any destination, for which we have already created a BOL with the same service level, the existing carrier for the given destination is selected. After the carrier is selected, the ‘Add to existing consolidation’ is set to ‘Yes’.
Left Click to ContinueLeft Click to Continue
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WISL BFS Consolidation TutorialWISL BFS Consolidation Tutorial
“Shipped” is specified in the drop down list and upon selecting the “Update Record” button the record will be updated and documents generated.
“Shipped” is specified in the drop down list and upon selecting the “Update Record” button the record will be updated and documents generated.
Left Click to ContinueLeft Click to Continue
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WISL BFS Consolidation TutorialWISL BFS Consolidation Tutorial
Consolidated B\L for Purolator Courier. Consolidated B\L for Purolator Courier.
Left Click to ContinueLeft Click to Continue
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WISL BFS Consolidation TutorialWISL BFS Consolidation Tutorial
Label for Consolidated B\L for Purolator Courier.
Label for Consolidated B\L for Purolator Courier.
Left Click to ContinueLeft Click to Continue
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WISL BFS Consolidation TutorialWISL BFS Consolidation Tutorial
If it is not desired to add the next shipping record to the existing consolidation then the ‘Add To Existing Cons’ indicator is set to ‘No’. For this record the selected carrier is ‘Loomis Courier Service’ and this indicator is set to ‘No’.
If it is not desired to add the next shipping record to the existing consolidation then the ‘Add To Existing Cons’ indicator is set to ‘No’. For this record the selected carrier is ‘Loomis Courier Service’ and this indicator is set to ‘No’.
Left Click to ContinueLeft Click to Continue
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WISL BFS Consolidation TutorialWISL BFS Consolidation Tutorial
This is the updated Consolidated List after some new shipments were added for customer ‘CHEMICO ELECTRIC’ (Line # 14) and for customer ‘GAL POWER SYSTEM’ (Line # 18 and Line # 20). For ‘CHEMICO ELECTRIC’ (Line # 14) after we added the Bill No ‘100000000105’ (Line # 15), we added next two bills (100000000107 and 100000000108) to the existing consolidation.For customer ‘GAL POWER SYSTEM’ we did not add the 2nd bill to the existing consolidation, So this customer has two separate consolidated bills.
This is the updated Consolidated List after some new shipments were added for customer ‘CHEMICO ELECTRIC’ (Line # 14) and for customer ‘GAL POWER SYSTEM’ (Line # 18 and Line # 20). For ‘CHEMICO ELECTRIC’ (Line # 14) after we added the Bill No ‘100000000105’ (Line # 15), we added next two bills (100000000107 and 100000000108) to the existing consolidation.For customer ‘GAL POWER SYSTEM’ we did not add the 2nd bill to the existing consolidation, So this customer has two separate consolidated bills.
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WISL BFS Consolidation TutorialWISL BFS Consolidation Tutorial
From this Consolidated List screen, you can also create a separate consolidation for any given bill of lading or you can merge together two bills from different consolidations. For demonstration purpose we have selected line number 17 (Bill No 100000000108) to create a separate consolidation for this bill of lading. We will click on ‘Re-Consolidated/Merge’ button to do the processing.
From this Consolidated List screen, you can also create a separate consolidation for any given bill of lading or you can merge together two bills from different consolidations. For demonstration purpose we have selected line number 17 (Bill No 100000000108) to create a separate consolidation for this bill of lading. We will click on ‘Re-Consolidated/Merge’ button to do the processing.
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WISL BFS Consolidation TutorialWISL BFS Consolidation Tutorial
This is the new consolidated list after the previous page. Line number 10 has the new consolidated bill for customer ‘CHEMICO ELECTRIC’ for bill number 100000000108. The Status was also set to ‘LO’ (Loading) in the last process for this consolidation.
This is the new consolidated list after the previous page. Line number 10 has the new consolidated bill for customer ‘CHEMICO ELECTRIC’ for bill number 100000000108. The Status was also set to ‘LO’ (Loading) in the last process for this consolidation.
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WISL BFS Consolidation TutorialWISL BFS Consolidation Tutorial
We can also merge together two separately consolidated bills from this screen also.For demonstration purpose we have selected line number 19 and 22, so that line number 22 is moved into line number 19’s consolidation. To perform this action we will click on ‘Re-Consolidate/Merge’ button.
We can also merge together two separately consolidated bills from this screen also.For demonstration purpose we have selected line number 19 and 22, so that line number 22 is moved into line number 19’s consolidation. To perform this action we will click on ‘Re-Consolidate/Merge’ button.
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WISL BFS Consolidation TutorialWISL BFS Consolidation Tutorial
This is the new list after the last action. The customer ‘GAL POWER SYSTEM’ has only one consolidation now
This is the new list after the last action. The customer ‘GAL POWER SYSTEM’ has only one consolidation now
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WISL BFS Consolidation TutorialWISL BFS Consolidation Tutorial
This is the carrier’s daily manifest for Purolator Courier. Carriers such as Purolator have specifications for the layout of the daily manifest that is printed and WISL BFS will print a manifest that corresponds to these specifications. If required, an electronic manifest is created at this point as well.
This is the carrier’s daily manifest for Purolator Courier. Carriers such as Purolator have specifications for the layout of the daily manifest that is printed and WISL BFS will print a manifest that corresponds to these specifications. If required, an electronic manifest is created at this point as well.
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Waterloo Information Systems Limitedpresents
WISL Branch FreightWISL Branch Freight
Shipping Activity ReportingShipping Activity Reporting
The following describes the reporting available to monitor shipping activity
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WISL BFS Shipping Activity ReportingWISL BFS Shipping Activity Reporting
A reporting facility is available as a background process, for the shipment details by date range and by clerk..
A reporting facility is available as a background process, for the shipment details by date range and by clerk..
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WISL BFS Shipping Activity ReportingWISL BFS Shipping Activity Reporting
Reports may also be generated for the shipment details by date range and by time.
Reports may also be generated for the shipment details by date range and by time.
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WISL BFS Shipping Activity ReportingWISL BFS Shipping Activity Reporting
A summary report is also available for a date-range by clerk by date or month or by period. The sample report is by date.
A summary report is also available for a date-range by clerk by date or month or by period. The sample report is by date.
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The EndThe EndFor Further Information, contact
Waterloo Information Systems Limited33 Dupont Street EastWaterloo OntarioN2J 2G8
(519) 884-2604
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To Restart the Demo, type “1” <Enter>, or Double-click and Hold for 2 Seconds