MercuryGate - Fundamentals
This three-day class teaches the fundamentals of using your MercuryGate solution. The agendas below shows details about what you will learn. Each student must bring a laptop to participate in the training.
Fundamentals for 3PLs | Fundamentals for Shippers | Fundamentals for Brokerage
Fundamentals for 3PLs
The Fundamentals for 3PLs covers all the basic functions of MercuryGate including discussion boarding Customers, Customer Contracts and Buy/Sell Contracts.
Day 1
| 9:00 - 9:30 |
- Introductions
- Tell us about yourself
- Agenda, Goals and Objectives Review
- What the Heck is a TMS?
- Some Introductory Comments about the TMS
|
| 9:30 - 10:45 |
- Contract / Carrier Management Part 1
- Carrier Setup
- Assessorial Setup
- LTL Rating
- Introduction to Negotiated Lanes
- Advanced Topics with Negotiated Lanes
|
| 10:45 - 11:00 |
- Break
- Configuring Browser for MG
|
| 11:00 - 11:45 |
Lab - Rate Management Lab - LTL |
| 11:45 - 12:45 |
Lunch |
| 12:45 - 1:45 |
Lab - A REAL LTL CONTRACT |
| 1:45 - 2:30 |
- Contract / Carrier Management Part 2
- TL Base Contracts
- Rate table setup; show ppt
- Buy / Sell Rating
|
| 2:30 - 3:45 |
- 2 Labs
- Rate Management Lab - TL
- Buy/Sell, copy, etc.
|
| 3:45 - 4:00 |
Break |
| 4:00 - 5:00 |
- Other Topics
- Shipments
- Loads
- Mass Update
- Extracting Data
- Introduction to the Code Table
- Portals/Portlets
- Student tasks!
|
| 5:00 - 5:15 |
- Questions
|
Day 2
| 9:00 - 9:15 |
Review from Previous Day |
| 9:15 - 10:30 |
- Administration
- Hierarchy
- References
- Sequences
- Branding
- Roles
- Users
-
|
| 10:30 - 10:45 |
- Break
|
| 10:45 - 12:00 |
Lab – Administration |
| 12:00 - 1:00 |
Lunch |
| 1:00 - 1:45 |
- Reporting
- Standard Reports
- Summary Reports
- Reporting Tips
- Management techniques
|
| 1:45 - 2:30 |
- Lab - Reporting
|
| 2:30 - 2:45 |
Break |
| 2:45 - 3:00 |
- One Shipment > One Load and "Out the Door"
- Configuring
|
| 3:00 - 3:45 |
- Multiple Shipments > One Load (multi-stop)
- Configuring
|
| 3:45 - 4:45 |
Lab: Creating One Load - variations |
| 4:45 - 5:00 |
Questions |
Day 3
| 9:00 – 9:15 |
Review from Previous Day |
| 9:15 – 9:45 |
One Shipment > Multiple Loads (multi-leg) |
| 9:45 - 10:30 |
Lab: Creating Multiple Loads without pooling |
| 10:30 - 10:45 |
Break |
| 10:45 - 11:15 |
An Introduction to Pooling |
| 11:15 - 12:00 |
- Lab: Creating Multiple Loads with pooling
|
| 12:00 - 1:00 |
Lunch |
| 1:00 - 1:15 |
- Introduction to Tracking
|
| 1:15 - 1:45 |
Rating Profile (Gainshare) Demo |
| 1:45 - 2:30 |
- Invoicing
- Customer - Simple
- Customer - Consolidated
- Carrier
- Allocation
|
| 2:30 - 2:45 |
Break |
| 2:45 - 3:45 |
- Carrier Management
- Tendering
- Quote Requests
- Insurance
|
| 3:45 - 4:30 |
Private Bid Boards |
| 4:30 - 4:45 |
Where Do I Go from Here? |
| 4:45 - 5:00 |
A Powerpoint of Other Education Offerings/Evaluation |
Fundamentals for Shippers
The Fundamentals for Shippers covers all the basic functions of MercuryGate including session on Vendors/Suppliers Compliance.
Day 1
| 9:00 - 9:30 |
- Introductions
- Tell us about yourself
- Agenda, Goals and Objectives Review
- What the Heck is a TMS?
- Some Introductory Comments about the TMS
|
| 9:30 - 10:45 |
- Contract / Carrier Management Part 1
- Carrier Setup
- Assessorial Setup
- LTL Rating
- Introduction to Negotiated Lanes
- Advanced Topics with Negotiated Lanes
|
| 10:45 - 11:00 |
- Break
- Configuring Browser for MG
|
| 11:00 - 11:45 |
Lab - Rate Management Lab - LTL |
| 11:45 - 12:45 |
Lunch |
| 12:45 - 1:45 |
Lab - A REAL LTL CONTRACT- LTL |
| 1:45 - 2:30 |
- Contract / Carrier Management Part 2
- TL Base Contracts
- Rate table setup; show ppt
|
| 2:30 - 3:00 |
Rate Management Lab - TL |
| 3:00 - 3:15 |
Break |
| 3:15 - 4:30 |
- Other Topics
- Shipments
- Loads
- Allocation: Loads to Shipments
- Mass Update
- Extracting Data
- Introduction to the Code Table
- Portals/Portlets
- Student tasks!
|
| 4:30 - 5:00 |
- Questions
|
Day 2
| 9:00 - 9:15 |
Review from Previous Day |
| 9:15 - 10:30 |
- Administration
- Hierarchy
- References
- Sequences
- Branding
- Roles
- Users
|
| 10:30 - 10:45 |
- Break
|
| 10:45 - 12:00 |
- Lab – Administration
|
| 12:00 - 1:00 |
Lunch |
| 1:00 - 1:45 |
- Reporting
- Standard Reports
- Summary Reports
- Reporting Tips
- Management techniques
|
| 1:45 - 2:30 |
- Lab - Reporting
|
| 2:30 - 2:45 |
Break |
| 2:45 - 3:00 |
- One Shipment > One Load and "Out the Door"
- Configuring
|
| 3:00 - 3:45 |
- Multiple Shipments > One Load (multi-stop)
- Configuring
|
| 3:45 - 4:45 |
Lab: Creating One Load - variations |
| 4:45 - 5:00 |
Questions |
Day 3
| 9:00 – 9:15 |
Review from Previous Day |
| 9:15 – 9:45 |
One Shipment > Multiple Loads (multi-leg) |
| 9:45 - 10:30 |
Lab: Creating Multiple Loads without pooling |
| 10:30 - 10:45 |
Break |
| 10:45 - 11:15 |
An Introduction to Pooling |
| 11:15 - 12:00 |
- Lab: Creating Multiple Loads with pooling
|
| 12:00 - 1:00 |
Lunch |
| 1:00 - 1:15 |
- Introduction to Tracking
|
| 1:15 - 2:15 |
- Carrier Management
- Tendering
- Quote Requests
- Invoicing
- Insurance
|
| 2:15 - 2:30 |
Break |
| 2:30 - 3:15 |
Private Bid Boards |
| 3:15 - 4:15 |
An Edge/Mojo Discussion and Demo |
| 4:15 - 4:30 |
Where Do I Go from Here? |
| 4:30 - 5:00 |
A Powerpoint of Other Education Offerings/Evaluation |
Fundamentals for Brokerage
The Fundamentals for Brokers covers all the basic functions of MercuryGate including discussion of finding available equipment (trucks/etc.).
Day 1
| 9:00 - 10:15 |
- Introductions
- Tell us about yourself
- Agenda, Goals and Objectives Review (mostly TL)
- Configuring Browser for MG
- What the Heck is a TMS?
- Some Introductory Comments about the TMS
|
| 10:15 - 10:30 |
Break |
| ***Some Brokering Processes*** |
| 10:30 - 11:30 |
- Scenario Part 1
- quote via Phone using "Add Shipment" screen
- quote via Phone using "Add Load" screen
- Customer Add Shipment portlet
- Customer Add Load portlet
- Search for rates/loads
- --Similar Loads (Historical Info)
- --Backhauls
- --Private Capacity Board
- --External Capacity Boards
- --TransCore's 3Sixty
- --Demo gps411
|
| 11:30 - 12:00 |
Guided student activities |
| 12:00 - 1:00 |
Lunch |
| 1:00 - 2:00 |
- Scenario Part 2
- Email Carriers with Quote Request
- Post Load to DAT, or Internet Truckstop, Flying J or Post Everywhere
- (optional) Private Bid Board
|
| 2:00 - 2:30 |
- Scenario Part 3
- Manage Customer Price Sheet - email quote confirmation sheet to customer
- Manage Carrier Price Sheet - email quote confirmation sheet to carrier
|
| 2:30 - 2:45 |
Break |
| 2:45 - 3:30 |
- Scenario Part 4
- Dispatch
- Call Checks
- Pickup/In Transit/Delivered
- Get Invoice
- POD
- Invoice Customer
|
| ***Configuring*** |
| 3:30 - 4:00 |
- Adding a Customer
- From scratch
- Duplicating and existing customer
- "On the Fly"
|
| 4:00 - 4:45 |
"Adding a Customer" Lab |
| 4:45 - 5:00 |
Questions |
Day 2
| 9:00 - 9:15 |
Review from Previous Day |
| 9:15 - 10:00 |
- Carrier Setup 1
- Primary Location
- Insurance
- Carrier Capacity ("Equipments")
- 2nd Location
- Capacity at location
- Insurance Report (An Introduction to Reporting)
|
| 10:00 - 10:45 |
- Carrier Setup 2
- Status Check Process
- Tender Process Setup
- Quote Process Setup
|
| 10:45 - 11:00 |
Break |
| 11:00 - 12:00 |
Carrier Lab |
| 12:00 - 1:00 |
- Lunch
|
| 1:15 - 2:15 |
- Administration
- References
- Sequences
- Branding
- Roles
- Users
|
| 2:15 - 2:30 |
Break |
| 2:30 - 3:45 |
Administration Lab |
| 3:45 - 4:30 |
- Reporting
- Standard Reports
- Summary Reports
- Reporting Tips
- Management techniques
- Process Reports
- Exception Reports
|
| 4:30 - 5:00 |
Questions |
Day 3
| 9:00 – 9:15 |
Review from Previous Day |
| 9:15 – 10:00 |
Reporting Lab |
| 10:00 - 10:15 |
Break |
| 10:15 - 11:15 |
- Overview of Analytical Reporting (MercuryEdge)
- Merged Reports
- Calculated Columns
- Summary Reports
- Item Detailed Reports
- Pricesheet Reports
- Rating Reports
- Least Cost Rating
- Selected Contract Rating
- Remote Rate Report
- Macros
|
| 11:15 - 12:00 |
- LTL Contract Management
- Pricesheet Reports
- LTL Rating
- Introduction to Negotiated Lanes
- Advanced Topics with Negotiated Lanes
|
| 12:00 - 1:00 |
- Lunch
|
| 1:00 - 1:30 |
- LTL Buy Sell Contracts
- Duplicating Contracts
- Customer Contracts
- Associating Contracts
|
| 1:30 - 2:45 |
- LTL Contract Creation + Buy/Sell Rating
|
| 2:45 - 3:00 |
Break |
| 3:00 - 4:45 |
Miscellaneous Topics |
| 4:45 - 5:00 |
Wrapup; End of class |