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Booking & Payment
Freight Forwarder Guide
www.tryfleet.com
Why get paid through Fleet?
• No more creditcheck, creditapplication, or wire transfer processes
• Get paid faster
• Get paid more reliably
• Youshouldestablish a credit account
with Fleet
• Fleet will act as they payer for the
shipment being booked
• Once Fleet is confirmedas the payer
to your company, we will set the
status for your company as accepting
payment on Fleet
Thisstatus is visible to the customer when
he/sheviews your quote (this screenis
customer’sview)
How to start accepting payment through Fleet?
How Booking& Payment Works
Step by Step Guide
You’ve quotedand the customer has
accepted your quote, now you are at
Step 3: Booking
These3 tabs are all active, you can
view them any time:
• Originalrequest: the originalinformation
of the quote request. The blue bar under
OriginalRequest indicates you are
currently in this tab
• Booking: there are 3 actions need to be
completed under Booking,more
informationin next slides
• Documentation: You andyour customer
canupload and share the shipment
documents here
Navigate your process
Once the customer accepted your
quote, the shipment will appear
under this section.
Under Booking,you are now finalizing
bookingdetails with your customer
Youcan review the bookingdetails here
(scroll down onyour screenfor a
complete view)
News feed:where you see all the
notifications
ChooseEdit to update the booking
details
Youcan chat with the customer:ask
question,clarify information,update, etc.
Step 1: Finalize bookingdetails
Remember to click “Save and agree” if
you chooseEdit to update the booking
details
Step 1: Finalize bookingdetails
Choose“I approve these details” if
everything looks goodto you.
Once your freight forwarder alsoagrees
with the details, both of you will move to
the next step.
On your screen, scrolldown to view all the
details and to seethe orangebutton to
approve.
Step 1: Finalize bookingdetails
Choose“Edit” ifyou want to update
the charges
After you and your forwarder agreeon
bookingdetails, you now needto finalize
charges.
Review all the charges here
Step 2: Finalize charges
Remember to click “Save and agree” if
you chooseEdit to update the booking
details
Step 2: Finalize charges
Click “I approve thesecharges” if the
charges lookgood to you.
Once the customer also approvesthe
charges, you can move to the next step.
Step 2: Finalize charges
After you and the customer approvethe
charges, you will be waiting for the
shipper to make payment.
Step 3: Customer to make payment
Youwill see this notificationonce
payment is made.
Youcan start moving the shipment.
Click this button to update the
shipment status on Fleet to “Freight
in transit” once you received it.
Step 4: Update shipment status
Click this button to update the
shipment status on Fleet to
“Delivered”once you deliver it.
Once the shipment is confirmed
delivered by the customer,you will
receive the payment from Fleet.
Step 4: Update shipment status
Click. Click. Ship!
Oct 2016
www.tryfleet.com
support@tryfleet.com

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Fleet Booking & Payment - Freight Forwarder Guide

  • 1. Booking & Payment Freight Forwarder Guide www.tryfleet.com
  • 2. Why get paid through Fleet? • No more creditcheck, creditapplication, or wire transfer processes • Get paid faster • Get paid more reliably
  • 3. • Youshouldestablish a credit account with Fleet • Fleet will act as they payer for the shipment being booked • Once Fleet is confirmedas the payer to your company, we will set the status for your company as accepting payment on Fleet Thisstatus is visible to the customer when he/sheviews your quote (this screenis customer’sview) How to start accepting payment through Fleet?
  • 4. How Booking& Payment Works Step by Step Guide
  • 5. You’ve quotedand the customer has accepted your quote, now you are at Step 3: Booking These3 tabs are all active, you can view them any time: • Originalrequest: the originalinformation of the quote request. The blue bar under OriginalRequest indicates you are currently in this tab • Booking: there are 3 actions need to be completed under Booking,more informationin next slides • Documentation: You andyour customer canupload and share the shipment documents here Navigate your process Once the customer accepted your quote, the shipment will appear under this section.
  • 6. Under Booking,you are now finalizing bookingdetails with your customer Youcan review the bookingdetails here (scroll down onyour screenfor a complete view) News feed:where you see all the notifications ChooseEdit to update the booking details Youcan chat with the customer:ask question,clarify information,update, etc. Step 1: Finalize bookingdetails
  • 7. Remember to click “Save and agree” if you chooseEdit to update the booking details Step 1: Finalize bookingdetails
  • 8. Choose“I approve these details” if everything looks goodto you. Once your freight forwarder alsoagrees with the details, both of you will move to the next step. On your screen, scrolldown to view all the details and to seethe orangebutton to approve. Step 1: Finalize bookingdetails
  • 9. Choose“Edit” ifyou want to update the charges After you and your forwarder agreeon bookingdetails, you now needto finalize charges. Review all the charges here Step 2: Finalize charges
  • 10. Remember to click “Save and agree” if you chooseEdit to update the booking details Step 2: Finalize charges
  • 11. Click “I approve thesecharges” if the charges lookgood to you. Once the customer also approvesthe charges, you can move to the next step. Step 2: Finalize charges
  • 12. After you and the customer approvethe charges, you will be waiting for the shipper to make payment. Step 3: Customer to make payment
  • 13. Youwill see this notificationonce payment is made. Youcan start moving the shipment. Click this button to update the shipment status on Fleet to “Freight in transit” once you received it. Step 4: Update shipment status
  • 14. Click this button to update the shipment status on Fleet to “Delivered”once you deliver it. Once the shipment is confirmed delivered by the customer,you will receive the payment from Fleet. Step 4: Update shipment status
  • 15. Click. Click. Ship! Oct 2016 www.tryfleet.com support@tryfleet.com