Solistics Customer Portal Tutorial

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Solistics Customer Portal Tutorial
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Solistics Home Page

• Go to www.solistics.com and click on Log onto My
  Account

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Solistics Online Login

• Enter your Login ID and Password they are case
  sensitive, and click the Sign In button

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Customer Portal Overview

• Your typical customer portal consists of five
  Portlets as follows
• Rate Shop, Add Shipment, Manage Locations, Manage
  Items, and My Reports
• Operations normally administers the Manage
  Items portlet
• Your company name will be displayed where you see
  Portal Test displayed

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Rate Shop

• Compare rates with multiple carriers

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Two Methods for Determining Rates

• By entering 5 digit zip codes (Only US rates are
  available online currently)
• By entering City and State (two letter
  abbreviation in caps)

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Additional Services Required

• Click drop down arrow and select service needed
• Repeat process for additional services as needed
• When finished services will be saved and need to
  be cleared if not needed for subsequent quotes

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Class and Weight

• Enter the actual class or classes of freight
• Enter weight in pounds
• Click on Search

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Rate Shop Results

• Results displayed by Carrier Name, Total Charges,
  Estimated Service Days, and Distance
• Results are sorted from lowest to highest carrier
  rate

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Rate Another

• Click on the Rate Another link to rate another
  shipment
• Remember that Services such as Lift-gate,
  Notify, etc will be retained, and need to be
  cleared

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Locations

• Store all your customer addresses here
• Input locations before creating shipments

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Adding Location

• Click green plus sign to add new customer
• Click on any part of existing customer address
  link to edit

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Name of Company

• Select Customer from the Type dropdown
• Enter Company name in Name location
• Click Next

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Address

• Enter physical street address
• Enter City and State (two letter state
  abbreviation)
• Enter zip / postal code
• Country is defaulted to USA
• Click Next

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Contact Information

• Enter shipping contact name, phone, fax, and
  email if available
• Click Next

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Shipping Hours

• Enter shipping hours Open (Earliest Appt), Close
  (Latest Appt)
• Click Next

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Save Location

• Click Save Location
• Follow same process to enter another

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Add Shipment

• Customer can enter an Online Shipment using this
  portlet

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Maximize Portlet Size

• Click on the Maximize square to enlarge add
  shipment portlet for easier use
• You can maximize any of the portlets

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Enter Shipping Address

• Click Small magnifying glass to open a popup
  window containing your saved locations

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Select Shipper Location

• Select dot next to desired shipping location
• Address will auto-fill

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Pick-Up Date and Time

• Enter the correct pick-up date
• Verify that the shipping hours are correct
  change if needed

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Enter Consignee Address

• Follow same procedure as for shipper

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Select Consignee

• Select dot next to desired consignee
• Address will auto-fill

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Delivery Date

• Delivery date is defaulted
• Change date if you need it delivered sooner you
  will also confirm this later
• Click Next

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Select Services

• Check any needed additional services you will
  also confirm this later in Special Instructions

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Shipping Items

• Solistics will enter your items with Class of
  Item, Description, Type of Packaging NMFC
  Number into your portal for your convenience
• Click magnifying glass at end of Item ID line
  to access your items list

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Select Item

• Click dot next to appropriate shipping item item
  will auto-fill
• Select add more items if shipping multiple
  classes/items
• Repeat process

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Weight

• Enter weight in pounds for each item selected

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Quantity

• Enter quantity and confirm shipping unit (box,
  pallet, etc) from dropdown next to Quantity
• Repeat for each item selected
• Add to Description box if needed for clarity
• Click Next

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Special Instructions and References

• Enter the additional services (Lift-gate, Notify,
  etc) that you checked earlier in the Special
  Instructions box along with service
  requirements, numbers to call for appointments,
  etc
• Enter References such as PO Number, etcSolistics
  can add additional references as needed
• Click Next

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Carrier Rates

• Select the dot next to the desired carrier for
  your shipment
• Click Next

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Shipment Confirmation

• This screen verifies the shipment basics,
  carrier, and rate
• A linear foot advisement also appears below the
  shipment details
• Clicking Next will create a shipment in
  Solistics system
• Your shipment is electronically sorted into a
  pending dispatch folder according to the date and
  Pick-up hours entered Solistics will dispatch
  the carrier unless otherwise notified

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Third Party BOL

• A Solistics BOL will popup you must have Adobe
  installed
• Be sure that the carrier uses this Solistics BOL
  so that you receive the proper pricing

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Finish

• Click Finish and you are ready to enter another
  shipment

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Minimize

• Clicking the Maximize (not the minimize) button
  again will bring back the entire portal

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Tracking

• Report contains up-to-date tracking results
  sorted by ship date
• Click on Customer Shipment Status Link to open
  report

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Report Format

• Primary Reference (BOL number), Ship
  Date, Status, Actual Delivery Date,
• Customer Charge, Carrier, PRO Number,  Origin
  Name,  Dest. Name, and Dest. Zip 

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Solistics Customer Portal TutorialThank You!