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 |