Demo - Order Entry

CREATING AN ORDER & BUILDING A LOAD

An Interactive Demonstration

click here to Start

In a moment, you will be able to explore this presentation at your own pace.

But first, here are a few pointers on how to use this interactive guide.

SKIP

Next

This interactive presentation is designed to walk you through the process of building a load.

You will be able to click on certain buttons, as directed by the text.

You will NOT be able to type or enter any of your own information.

First, click on "Dispatch".

Next

(example)

There will also be info icons like these.

Simply hover your mouse over the icon for more information.

Next

Information will pop up here.

And that's it. Just follow the instructions.

Happy learning!

Start

First, click on the menu button ( ) to view the main menu.

This demo will show you how to create an order/load entry.

TIP: Select the ARCUS logo from any screen will bring you back to this one.

Select this button to switch toNight Mode view.

Select this icon to viewany new Notifications.

Select this icon to open the dropdown user menu.

Next, select Dispatch to open the Dispatch menu.

To see the Order Entry screen, click on + New Order.

Select +New Order to go to the Order Entry screen.

Click here to scroll down

This is the top of the New Order Entry page.

Click on any section to zoom and see more info.

Here you can add reference numbers to the order. Mouse over Reference Type to see the available options.

Back

The plus sign must be clicked to add the number to the order.

Back

*Any field with an asterisk (*) must be filled out to complete the order.

The branch field will automatically fill in with your branch. Otherwise, select the branch from the dropdown.

Here you can select the agent in charge of the load from the dropdown.

Here you can indicate whether the load type is LTL or FTL.

Here you can search for the customer. The system can search by name, account number, address, and other details.

Enter any additional information associated with the loads.

Rate Information

Back

This information can be entered here, or can be entered per stop in the Add Stop section.

Use this field to search for the rate code (such as FRP or UNL). Codes can be searched by description or code.

This field will automatically fill with the description of the rate code you selected. (For example, FRP- Flat Rate Produce). You can change this field if desired.

The Bill Quantity and Bill Rate fields.

The pay quantity and pay rate fields.

The plus sign must be selected to add the line of rate information. You can alternatively hit enter to add the line.

*Remember, fields with asterisks must be filled in to save the load/order.

Back

Clicking this will open a dropdown of commodity types. For this demonstration, mouse over the text to see the available options.

Once you have selected a commodity type, the Min and Max Temp may turn into required (*) fields.

Hover over the text to see the dropdown options for payment type.

This is the second section of the New Order Entry page.

Here, you can enter optional information regarding your order. (There will be more options to indicate handling requirements and equipment when you are editing the final load.)

Scroll down

Scroll up

Notes section for both internal and driver notes.

Mouse over Equipment Type to see the available options.

Indicate any additional handling requirements here.

The final section of the Order Entry screen: Adding Stops

Select "Add New Stop" to proceed.

Click anywhere to zoom and learn more.

Mouse over the different sections to learn more.

Next

Picks & DropsIndicate whether the stop will be a pick or a drop.

Appointments Indicate the appointment date, and if available, the time.

Stop Location You can search for existing stop locations by name, address, and other details. Use the + to add new stop information.

Pickup/Delivery No. Type in any Pickup or Delivery numbers here. As with Broker, you can use commas (,) to separate numbers. The numbers will appear in the Reference number list on the next line.

Contact Info If the stop is saved in the system, these fields will fill in the information for you.

Reference Numbers Add any reference numbers specific to the stop here.

Instructions Add any pertinent instructions for the stop here. If any are saved in the system, they will automatically appear when the stop is selected above.

Rate Information Here is the second place where rate information can be entered. This rate information is more intended for use per specific stop or item. Be sure to select the + or hit enter to add the line of information.

Save or Cancel Hit save to add the stop to the list.

Once your order has enough information, it will automatically set to "Open".

When you are ready to continue, click on the "Create Load" icon to view the Create Load screen.

Clicking this icon will cancel the order.

Clicking this icon will save it as an order.

Clicking this icon will create a load.

You will receive a popup with your new order number.

Click OK to continue.

Here is the Create Load screen. Click on any section to zoom in and learn more.

Click here to scroll down

Click on the Carrier Instructions section to view all available info.

Next

If the load is LTL and more than one order has been added, those will appear here.

If the load has a dispatcher assigned, they can click here to send it to the Load Board.

Your selections will appear on the confirmation page. The Custom section is for entering your own instructions.

Here you can select the agent the load is being assigned to, as well as the Dispatcher.

Back

Mouse over the different text fields to learn more.

Back

Search for a carrier by name, contact information, or address here.

Use this + to add a new carrier. You can search by DOT or MC number (see below.)

Add the brokerage percent as well as any other details about the truck here.

Click on theto see available contacts saved with this carrier.

Clicking this icon makes this screen appear. You can select the contacts associated with the load here.

Clicking this icon lets you associate driver contacts with the load.

Clicking here will allow you to adjust any of the rates entered on the order entry screen.

Clicking this opens the Lane Search Feature. From here, you can search past loads and rates based on stops. You can also reach out to carriers from this screen via email.

In this section you can find information about the stops. The system gives an estimated time and distance.

Click here to scroll down

Clicking Sort Stops opens this window. This feature is useful for loads with multiple stops.

Use Optimize Route to find the best route for the truck between multiple picks and drops.

You can still click and drag to rearrange stop order on this screen.

Once all information has been entered, simply select Save Load to create the load.

Click on Save Load to continue the demonstration.

You will receive another popup with your new Load number.

From this screen, you can either view and send your confirmation to the carrier, or click OK to be directed to the Loads screen.

For now, please click on Confirmation.

This popup will appear.You can review the information provided and email the confirmation to the carrier. If the contact info is saved in Arcus, it will automatically fill in for you.

Next

Clicking on any of these tabs will take you to view that page of the confirmation.

After sending the email or exiting the confirmation screen, the system will take you to the load tracking screen. With that, you have created a load!

end

The load status has been changed to COVERED.

END OF DEMONSTRATION

Thank you for participating.