Software General User Instructions...

HOME SCREEN: The Opening Screen will be referred to as "Home". The following described the toggle buttons shown on Home. These different functions are usually available during any part of your rating session. If you click on a button and nothing happens, then you're in a stage of rating where the function does not operate. For example, when the cursor is in the box which contains the shipment CLASS, then the buttons with the US & Canada flags are not operable (because you're already found your zips).

HELP BUTTON For an index of the rater functions, click on ? HELP button.

TOOL BAR BUTTONS
All rater function can be accessed from the Home Screen using your mouse.


PRINT

To set up for printing, click File Print Setup, then click on Printer to select printer. To print selected shipments, click on the Print Button.

To print all rating screens, click on File, Print Setup, then click on the empty box next to Print All Rating Screens. To disable this option, click again on the checked off box, and the X disappears, then click OK.

Price Sheet – The feature allows user to rate between multiple origins and destinations.

BOL Bill of Lading Generator (OPTIONAL)

HOW TO SET YOUR DISCOUNTS

The difference between "FLOOR MINIMUM CHARGE" and "regular Minimum Charge"

MC Floor is an undiscounted Minimum Charge. This is the absolute minimum dollar amount of the shipment, regardless of class or weight. The rater first compares the rate X weight against the Minimum Charge, then applies the discount. This discounted amount is then compared to the Floor Minimum Charge, applying the Floor ONLY if it
exceeds the discounted Minimum Charge.

To Set Discounts, click on Discounts and choose from the following:

DISCOUNTING

DISCOUNT PROMPT
To be prompted for a discount, under Options, Settings, Discounts. Under Prompt, click on the “£ Use” box under Prompt Discounts,
then Save.

DISCOUNTING - SINGLE DISCOUNT
Click on Options, Settings, Discounts. Under Constant Discounts, check off the “£ Use”  and then click on EDIT. Enter desired
DISCOUNTS. "MC" refers to Minimum Charge. "Floor" refers to the Absolute Floor Minimum dollar amount.

DISCOUNTING - SPECIFIC ZIPS or STATE

Click on Options, Setting, Discounts. Under Zip Specific Discounts, click on the “£ Use” box and then click on EDIT. Enter ZIPS
or STATE, then DISCOUNTS then click on ADD, CLOSE, SAVE, YES. Discounting is directional, so remember to enter your zips or states accordingly.

Always remember to save setting to retain the changes you’re entered.

AUTO CLEAR - Clears the previous Class and Weight entries each time you enter a new origin.

DISPLAY RATES / ALTERNATION

Displays the base rates for the zip combination queried, all weights, classes, and minimum charges. You can toggle the discount on and off. For weight breaks, under View, click on Alternation.

Weight Breaks – displays the weight breaks for the current Zip combination.

US City Look Up – use to find the Zip Code of a city whose zip appears in the rater Enter the 2-digit state code, then start typing the city. Once found, click .OK. or Enter.


Canada Postal Code Look Up - use to find the 3 – 5 character Canadian Postal Code of a city. Enter the 2-digit state code, then start typing the city whose Zip you are searching for. Once found, click on OK or Enter.


+ $ – Displays total of Accessorial charge totals

Accessorial Totals.
Click on Options, Rating Prompts, Settings. Click in box next to Set Accessorial. Enter desired amount to the right. TO activate charges, check off the items you want on the left..

? Help – Offers help on what rater can do and some step-by-step help.

PRICE SHEET

Price Sheet allows you to view and print tables of rates and minimum charges by class and weight

HEADLINE ZIPS (origin zips )- Type in your Origin Zip(s) and press ENTER or click on the ADD button. NOTE: If you use a Canadian postal code as the Headline Zip, you MUST use U.S. Zip codes as the Sideline Zips. In some cases, the system may ask for a 5-character Canadian postal code.


SIDELINE ZIPS (destination zip(s) ) - Sideline Zip Codes appear along the left side of  your PriceSheet. These zips are paired with your Headline Zip to obtain shipment rates. The system ranges Sideline Zips that have the same rates, unless you tell it not to. You have three methods of choosing zips:

5 Digit Zip Codes Click Create New File. Enter a 5-digit zip or a range. If you enter 5 digits and Return twice, then the single Zip is displayed in the white "zip box". To enter a range, such as 97214-34, enter 97214 in the 1st small box, then 34 in second small box, then Enter. Double-click on Zips you want to delete.

3 Digit Zip Codes Follow same procedure as with 5-Digit Zips. If you click STATE SELECT, select the desired state(s).

All Generates rates for all shipments between your Headline Zip(s) and the entire U.S. or Canada.

Also if you also choose Do NOT Range Zips - the system creates a line of output for every zip code, even if it has the same rate as the zip before or after it.


CLASSES – Click on the classes you want, or ALL. To reset, click on Clear and re-check class(es).

WEIGHT - Click on the weights you want, or ALL. To reset, click on Clear and recheck weight(s).

PRICESHEET HEADING

Type the information you want to appear on each page of your PriceSheet. There are four lines available for header information, and two lines for footer information. Each line has 78 characters. The system automatically puts the page number at the bottom of the
page.

PREVIEW Click here to see the results of you query.

DISCOUNTING

In order to discount using the PriceSheet, you must change one of the default settings. From the HOME SCREEN, Click on Options, Settings, Discounts and choose Rates instead of Charges. If you don't do this, you'll get the following error from PRICE SHEET , "Discounts for this Setting applies only to charges. Discounting will be turned off."

OUT PUT
Screen The Default is "Screen". Press PREVIEW to page through the PriceSheet. Printer- rater sends your PriceSheet to the printer selected earlier.

START – When all your settings are complete, click on START

If you have any questions on how to load or use the rating software, please call for
SOFTWARE SUPPORT
800-547-8023




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