Download stevens global -extranet customer tools user manual

STEVENS GLOBAL -EXTRANET
CUSTOMER TOOLS
USER MANUAL
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Customer Log in screen: Enter your information (Refer below on frequent login’s) and click login to
access your account.
First time logins must enter all info.
Frequent Login’s with multiple users may enter User Name and Password only and click login to
see a list appear (see picture below) under the login section. Clicking on the Select from this list
will fill the Name, Email & phone from this list.
Frequent Login’s with only a single user may enter User Name and Password only and click login,
the Name, Email & phone will automatically fill.
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Customer Log in screen: Displays their Logo (If provided) after they logged in.
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Service Request: Click on this menu (will open a entry form) to request a Domestic or International
Quote or Pickup request.
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Online Service Request:This online form allows you to enter Domestic or International Quote or Pickup
requests.
Above is a sample of an International section which will be visible as soon as Shipment Type
“International” is selected.
Start your entry by filling in the Shipper and Consignee information, or click on the Select Shipper /
Consignee button to select previously saved entries.
Click on Select to the far left to add the shipper or consignee to your shipment.
Once you have completed entering your pickup or quote request, you can either “Submit To Your Local
Office” or “Save for Later”.
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Above is a sample of the Confirmation page, If Save for Later was chosen
Choices at the bottom of the page:
Create a New Request: Clears the current entries for a new entry.
Save for Later: Saves your input for your use at a later time.
Submit to Local office: Verifies that all required information is entered and sends your request to the
Local office to schedule your pickup or submit your quote.
Choosing Save for Later :If you opted to Save your Pickup or Quoterequest for later,You can go to
Review shipments to access your Open requests.
Choosing Submit to Local Office :If all the required information is present and valid, a receipt form like
the following sample will be displayed and you will receive an email confirming your submission. If
mandatory fields are empty or invalid or additional information is requied, the entry screen will reappear with a message indicating what pieces of information are missing or need to be corrected, with
those fields highlighted in red.
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Above is a sample Screen of the “Online Pickup Receipt”
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Review Shipments: Click on this menu to see the list of your submitted and Open requests.
Review Shipments Page :Displays your submitted and Open requests. Clicking on Select to the far left,
on either Open or Submitted items will open the shipments for further actions (Edit your info,Print
Receipt,View Rate sheet,Submit to Local office).
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Above is a sample of the page, when you click Select to view from you Open Requests.
Choices at the bottom of the page:
Create a New Request: Clears the current entries for a new entry.
Print Form:
Allows you to print confirmation receipt any time.
Save for Later:
Saves your input for your use at a later time.
View Rate sheet:
Displays the rate for your shipments.
Submit to Local office: Verifies that all required information is entered and sends your request to the
Local office to schedule your pickup or submit your quote.
Above is a sample Screen of “Shipment Rate Verification” called from View Rate Sheet.
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Quick Track a Shipment: Click on this Menu (opens an entry form) to track your shipments.
Quick Tracking: Enter your bill to get tracking Info about your shipments.
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Above is a sample Screen of Quick tracking.
Find By Waybill: Click on this menu (opens an entry form) to get Shipment Info.
Waybill Inquiry by Number: Enter your shipment number and click submit to get complete info about
your shipment.
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Above is a sample screen of Waybill Inquiry request.
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Find By Date Range: Click on this menu (opens an entry form) to view your shipments between certain
dates.
Waybill Inquiry by Date: Enter your date range and click submit to view all your shipments between
your date range.
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Above is a sample Screen of Waybill By date Results.
Clicking on the Underlined highlighted bill # to the far left, will open the Way Bill Inquiry form(a detailed
report of your bill, refer to Pg # 14)
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Find By Your Reference: Click on this menu (opens an entry form) to find your shipments using
reference numbers.
Waybill Inquiry by Reference: Enter your reference Number and click submit to view your shipment
using reference number.
Above is a sample Screen of “Reference Number” search results.
Clicking on the Underlined highlighted bill # to the far left, will open the Way Bill Inquiry form(a detailed
report of your bill, refer to Pg # 14)
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Find By Shipper: Click on this menu (opens an entry form) to find your shipments using Shipper name.
Waybill Inquiry by Shipper: Enter your Shipper name and click submit to view your shipment using
Shipper name.
Above is a sample Screen of “Waybill By Shipper” search results
Clicking on the Underlined highlighted bill # to the far left, will open the Way Bill Inquiry form(a detailed
report of your bill, refer to Pg # 14)
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Find By Consignee: Click on this menu (opens an entry form) to find your shipments using Consignee
name.
Waybill Inquiry by Consignee: Enter your Consignee name and click submit to view your shipment using
Consignee name.
Above is a sample Screen of “Waybill by Consignee” search results
Clicking on the Underlined highlighted bill # to the far left, will open the Way Bill Inquiry form(a detailed
report of your bill, refer to Pg # 14)
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Shipment status: Click on this menu (opens an entry form) to get Shipment status about your
shipments.
Enter Start and End Date and click submit to get Shipment status about all of your shipments.
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Above is a sample Screen of “Shipment status Report”
The above report can be saved to Microsoft Excel or other formats by selecting the format and clicking
“export”.
Clicking on the Underlined highlighted bill # to the far left, will open the Way Bill Inquiry form(a detailed
report of your bill, refer to Pg # 14)
Clicking on the Underlined “Printable” on the top right, above the blue strip will open a printable version
of this report where all columns will fit on a single page.
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Above is a sample Screen of “Shipment status Report Printable version”
The above report can be saved to Microsoft Excel or other formats by selecting the format and clicking
“export”.
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Proof of Delivery: Click on this menu (opens an entry form) to get POD info about your shipments.
Enter Start and End Date and click on submit to view POD info about your shipments.
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Above is a sample Screen of “Proof of Delivery Report”
The above report can be saved to Microsoft Excel or other formats by selecting the format and clicking
“export”.
Clicking on the Underlined highlighted bill # to the far left, will open the Way Bill Inquiry form(a detailed
report of your bill, refer to Pg # 14)
Clicking on the Underlined “Printable” on the top right, above the blue strip will open a printable version
of this report where all columns will fit on a single page.
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Above is a sample Screen of “Proof of Delivery Report Printable version”
The above report can be saved to Microsoft Excel or other formats by selecting the format and clicking
“export”.
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Proof of Delivery: Click on this menu (opens an entry form) to get Billing info about your shipments.
Enter Start and End Date and click submit to get billing overview about your shipments.
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The above report can be saved to Microsoft Excel or other formats by selecting the format and clicking
“export”.
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Request Preprints:Click on this menu (opens an entry form) to request Preprints.
Preprint Request: Fill this form and submit for preprint bills to be sent to you. Enter whatever
information you would like preprinted on the forms.
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Request POD: Click on this menu (opens an entry form) to request POD.
POD Request: Fill in this form and click submit to request a Hard copy of the POD sent to you.
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Contact Your Local Office: Click on this menu to get your Local Stevens office Info.
Contact Local Office: This page has Links to our emails and our main web site.
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Claims Processing: Click on this menu to get Information about submitting a claim and printing claim
forms.
Claims Processing:
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Click on the Download link to print your claim form.
Helpful Links: Click on this menu to access links to other important sites related to your shipments.
Helpful Links: Links on this page takes you to other useful shipping related websites.
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Add a Shipment Location: Click on this menu (opens an entry form) to add frequently shipping locations.
Add shipper or Consignee: Add your frequently used shipping location info here and save it to select
from the list on future shipments.
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Edit /change Location: Click on this menu (opens an entry form) to edit previously entered frequent
shipping locations.
Edit Shipper or Consignee Information: Edit your previously entered frequently used shipper/consignee
here.
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List Locations: Click on this menu to open a list of previously entered frequent shipping locations.
List Shipper or Consignee Information: Displays all your previously saved Shippers and Consignees. You
can also set or clear your default shipper and Consignee location here.
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Remove a Location: Click on this menu (opens an entry form) to remove previously entered frequent
shipping locations.
Delete Shipper or Consignee: Delete your previously saved Shippers and Consignees here.
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