User pages: FreightAgent

The pages are organized by function. For example, all the pages that pertain to orders are listed in the Working with orders topic.

Working with orders

The names of the pages that pertain to this function are listed.

Page name Page description ASPX page name

Freight Agent Order Entry

This page allows agents to create, retrieve, and edit orders for your company. They can also assign carriers, drivers, tractors, and/or trailers to orders. Your company’s User Level Record Security setup determines which companies an agent can create orders for and which orders he/she can view and edit.

AgentOrderEntry.aspx

Planning Worksheet

This page provides options for agents to retrieve a load board of orders for a specified period. They can also retrieve and edit order details, and assign resources (carriers, drivers, tractors, and/or trailers) to those orders. Your company’s User Level Record Security setup determines which loads agents can retrieve. Your site administrator can enable resource views and determine which resource tabs will be available.

AgentPlanning.aspx

Freight Agent Find Order

This page allows agents to search for orders by specific criteria, such as reference number or order number. They can also refine their search by date range or status. Your company’s User Level Record Security setup determines which orders agents can retrieve. Your site administrator can determine which search criteria agent can use, which reference numbers and/or statuses they can search on, and the span of dates in the date range.

FreightAgentFindOrder.aspx

Adding carriers and companies

The names of the pages that pertain to this function are listed.

Page name Page description ASPX page name

Carrier Entry

This page allows an agent to submit a preliminary profile to the hosting company. The carrier profile can then be added to the hosting company’s database.

CarrierEntry.aspx

Company Entry

This page allows an agent to submit a preliminary profile to the hosting company. The company profile can then be added to the hosting company’s database.

AgentCompany.aspx

Pending Entries

This page allows agents to view a list of preliminary carrier and company profiles waiting for the hosting company’s approval.

PendingEntries.aspx

Assigned Carriers

This page lists all the carriers that the hosting company has approved for an agent’s use.

AssignedCarriers.aspx

Assigned Companies

This page lists all the companies that the hosting company has approved for an agent’s use.

AssignedCompanies.aspx