MercuryGate - Fundamentals

This three-day class teaches the fundamentals of using your MercuryGate solution. The agenda below shows details about what you will learn. Each student must bring a laptop to participate in the training.

Day 1

9:00 – 9:30
Introductions
Agenda Review
Goals and Objectives Review
Configuring Browser for MG
9:30– 10:15
Contract / Carrier Management
Carrier Setup
Assessorial Setup
LTL Rating
Introduction to Negotiated Lanes
Advanced Topics with Negotiated Lanes
10:15 – 10:30 Break
10:30 - 11:15 LAB: Rate Management Lab - LTL
11:15 - 12:00
Contract / Carrier Management
TL Base Contracts
Rate table setup
Buy / Sell Rating
12:15 – 1:00 Lunch
1:00 - 2:15
LAB: Rate Management Lab - TL
LAB: Buy/Sell, copy, etc.
2:15 - 3:15
Other Topics
Shipments
Loads
Mass Update
Extracting Data
Introduction to the Code Table
Portals/Portlets
Student tasks!
3:15 - 3:30 Break
3:30 - 4:45
Administration
Hierarchy
References
Sequences
Branding
Roles
Users
4:45 - 5:00
Questions

Day 2

9:00 – 9:15 Review from Previous Day
9:15 – 10:30 LAB: Administration
10:30 – 10:45 Break
10:45 – 11:30
Reporting
Standard Reports
Summary Reports
Reporting Tips
Management techniques
12:00 – 1:00 Lunch
12:30– 1:15
LAB: Reporting
1:15 - 2:30
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
-Route Graphing
Macros
2:30 - 2:45 Break
2:45 - 3:00
One Shipment > One Load and "Out the Door"
Configuring
3:00 - 3:30
Multiple Shipments > One Load (multi-stop)
Configuring
3:30 - 4:30 LAB: Creating One Load - variations
4:30 - 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 - 1:30
Introduction to Tracking
Manually
EDI matching
1:30 - 2:30
Invoicing
Customer - Simple
Customer - Consolidated
Carrier
Allocation
2:30 - 2:45 Break
2:45 - 3:30 Private Bid Boards
3:30 - 4:30 LAB: Private Bid Boards
4:30 - 5:00 Questions