MercuryGate - Fundamentals for 3PLs
The Fundamentals for 3PLs covers all the basic functions of MercuryGate including discussion boarding Customers, Customer Contracts and Buy/Sell Contracts. 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.
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 |