Freight Forwarder GuideQuoting & Profile Management

on FleetJuly 2016

www.tryfleet.com

Part I:Provide Quotes

Step 1: View the quote requests

Choose Quote Requests on this main menu to view all open quote requests

Brief information about the shipment

Click View to see all the details of a particular shipment

Step2:Buildyourquote

On the left: Shipment’s detail information

Build your quote:• As a representation, you can choose which

service location where the quote should come from.

• Transit time is in days.

Key in the dollar amount of the charge in this box

Choose a charge you want to include in your quote from this drop-down list

Step3:Submityourquote

Use these buttons to remove or add more charges to your quote

Click Create Quote to submit your quoteYou will pay 2 Fleet credits to quote on a shipment. Fleet credits are currently free, if you want more email us.

An example of a charge and the its amount

You will see this message once your quote is submitted.

This menu allows you to choose how you want to see your quotes

Choose “Your Quotes” on this main menu to see all the quotes you have provided

Viewyourquotes

Click View to see the quote’s details

If the shipper initiates a conversation with you (usually to ask more about your quote and services), the messages will appear in lower right section when you view your quote.

Note: only shippers can start the conversation, you cannot initiate the communication with shippers.

Chatwithshippers

Type your reply in this text box, then click Send Message

Part II: Manage Your Representative Account,

Company Profile,Service Locations, and Team Members

Update information about yourself as a representative here

Click Save to save all the updates

Choose View Profile to start

Choose Edit Company to update information about your business (Step 2- next slide)

Step1:Manageyourrepresentativeaccount

Update any information about your business in this section

Click Save to save all the updates

Step2:Manageyourcompanyprofile

Click View Profile to see how your Company Profile appears on Fleet’s website

Click this Edit button to edit the respective service location (Step 5)

When you choose Manage Service Locations, this is the Main view: a list of all service locations.

Click Add Service Location to add a new one (Step 4 – next slide)

Step3:Manageyourservicelocations

These icons quickly tell you:

• How many representatives work at this service location, and

• How many reviews this service location has.

You can choose the area you want to service: 200 km radius from your location, or country-wide. You will receive email notification about new quote requests based on the service area that you choose.

Choose who will receive email notification about new quote requests

Add information about the new service location in this section

Step4:Addanewservicelocation

Click Save Service Location to save information of this new location

In Manage Service Location’s main view, click this Edit button to edit the corresponding service location

Step5:Editanexistingservicelocation

These icons quickly tell you:

• How many representatives work at this service location, and

• How many reviews this service location has.

Click Save Service Location to save all the updates

Edit information about the service location in this section

Step5:Manageanexistingservicelocation(continue)

Choose this if you want to disable the service location

Click Add Team Member to add a new one (Step 7 – next slide)

Click this Edit button to edit the respective service location (Step 8)

When you choose Manage Team Members, this is the Main view: a list of all team members

Step6:Manageyourteammembers

These icons quickly tell you:- The number of open quote requests in

the service areas of this team member’s service locations

- Number of shipment this team member has won

Basic information about the team member

Step7:Addanewteammember

Add here the service locations you want the team member to manage. You can add multiple service locations

You can whether the new team member will be notified about ocean or air freight, or both

Click Add to save the new team member

From Manage Team Member’s main view, click this Edit button to edit the corresponding team member

Step8:Editanexistingteammember

These icons tell you:- The number of open quote requests in

the service areas of this team member’s service locations

- Number of shipment this team member has won

The team member’s overall performance

Edit the information about the team member in this section

Click Save to keep all the changesChoose this option if you want to disable the team member

What happens after a shipper accepts your quote?

• Once the shipper accepts your quote, the shipper’s contact information will be visible to you.

• You can directly contact the shipper (via email, phone, or Fleet’s chat feature) to finalize all the details of the shipment.

Fleet soon will provide Document Management feature for shippers and freight forwarders to work on the documents together. Stay tuned for our update in August!

Click. Click. Ship!

July 2016www.tryfleet.com