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Carrier Logistics Inc.
Billing & Rating

The training videos & tutorials below discuss all the introductory elements in CLI related to billing & rating to help an individual navigate the program.

Billing & Rating

Billing & Rating CLI Instructional Videos​

Recorded Meetings Between CLI & Frontier​

Billing & Rating CLI Instructional Videos

Introduction to Shipment Entry (9.5 min)

  • Creating & modifying a shipment
  • Power Searches, Shipper & Consignee Lookup, Freight Charges, Keywords & Accessorials, Completion

A/R Customer File (9 Minutes)

  • Point 1
  • Point 2

Billing Mask Setup (8.5 Minutes)

  • Create a template for commonly used shipment line items:
    • Freight descriptions, instructions and keywords that can be saved as a billing mask and used as a shortcut to save time and improve accuracy during the shipment entry process in FACTS™

FACTS™ Multi-Trace Reporting Tool (4.5 Minutes)

  • Consolidate all pertinent information into a single depository.
  • Search for specific data 
  • Suited for operations, customer service, administration or accounting.

Quote Entry (4.5 Minutes)

  • How customers create quotes using our web site or the out-of-the-box rate quote API
  •  Creating quotes received by phone or email,  using the Quote Entry screen
  • Create a quotation for a shipment to provide to a customer
  • Automatically apply a default tariff or a customer’s specific tariff based off their pricing profile 
  • Manually create a spot quote
  • Converting rate quotes into live shipments 

Posting & Invoicing Overview (12 Minutes)

  • Point 1
  • Point 2

Shipment Rate Audit (7 Minutes)

  • How to search and find shipments to audit, putting or releasing shipments on hold as well as printing a report showing pros that have been processed

Introduction to Keywords & Accessorials (8 Minutes)

  • How to set up and maintain keywords

Add record in Rate Zone Maintence (2 Minutes)

  • How to add record in Rate Zone Maintenance

Input Rates in CLI (5 Minutes)

  • How to enter rates in CLI

Recorded Meetings Between CLI & Frontier

Rates meeting #1 (May 27)

  • The topics that were discussed in this meeting 

Rates meeting #2 (June 27)

  • The topics that were discussed in this meeting 

Rates meeting #3 (August 3)

  • Postal Codes by zones 

 

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