Settlement tasks can be found in a number of locations in Arcus.
Option #1
When a new task has been assigned, users will get a notification. Notifications can be found here, and an indicator should pop up when a new notification appears.
Option #2
By going to Dispatch > Dashboard, you can find settlement tasks at the bottom left of the Dashboard page. (This is only true if you have not altered the view on the default layout of the Dashboard.)
Option #3:
You can find your settlement tasks within a specific load. Open the load you wish to view from the Load page by clicking on its blue load number.
Once inside, click the blue settlement button.
The system takes you to the settlement information page. Scroll all the way down.
At the bottom left you will find the pending settlement tasks.
Users now have access to their own Favorites list for Carriers. Favorites lists are tied to users and are not shared within the branch.
Users will be able to add Carriers to their Favorites list, choose a Carrier from their Favorites list to add to a Load, and remove Carriers from their Favorites list.
See below for instructions on how to do each of these tasks.
*Note: To enlarge a photo, simply click on the photo to see an enlarged version.
Add A Carrier To The Carrier Favorites List
From the Load Maintenance screen, enter a Carrier in the Carrier field.
Click on the ‘i’ icon to the right of the Carrier field.
On the Carrier Information popup window, click the unfilled gold star in the upper right corner.
This adds the carrier to your Favorites list. The gold star will become filled and a green notification box will confirm that it has been added.
Click the Close button to return to the Load Maintenance screen.
Use A Carrier From The Carrier Favorites List
From the Load Maintenance screen, click the orange star icon to the right of the Carrier field.
Click on the Carrier you want to add from the Carrier Favorites popup window.
The Carrier you selected will now show the Carrier field on the Load Maintenance screen.
Remove A Carrier From Your Favorites List
From the Load Maintenance screen, click on the ‘i’ icon to the right of the Carrier field.
On the Carrier Information popup window, click the filled gold star in the upper right corner.
This removes the Carrier from your Favorites list. The gold star will become unfilled and a green notification box will confirm that it has been removed.
Click the Close button to return to the Load Maintenance screen.
Customer Favorites Lists have been added to ARCUS. The Favorites lists are associated with a user – so they are not shared throughout the branch but each user will have their own Favorites Lists.
Below you will find the instructions on adding a customer to your Favorites list, choosing a customer from your Favorites list, and removing a customer from your Favorites list.
*Note: Remember that you can enlarge any of the photos by clicking on it.
Add A Customer To Your Favorites List
From the New Order screen, add a customer into the ‘Customer’ field.
Click the ‘i’ info icon to the right of the ‘Customer’ field to see the Customer Information popup window appear.
On the Customer Information popup window, click the yellow star icon in the upper right of the window.
After you click the star, it will change to filled (or solid) and a green popup notification will appear showing that the customer was successfully added to the Favorites list.
Click the ‘Close’ button to close the Customer Information window and return to the Order screen.
Select A Customer From Your Favorites List
To choose a customer from your Favorites list to use in your order, do the following steps:
From the New Order screen, click on the gold star icon to the right of the ‘Customer’ field.
Your Favorites list will now show in a popup window.
Click on the customer you would like to add to the order.
the customer you chose will now appear in the ‘Customer’ field of your order.
Remove A Customer From Your Favorites List
To remove a customer from your Favorites list, it’s following similar steps as you would when adding them to the list.
On the Order screen, click on the ‘i’ icon to the right of the ‘Customer’ field after the customer has been added to the order.
This opens the Customer Information popup window. Click on the filled yellow gold star in the upper right of the window.
This will remove the customer from the Favorites list. A green notification box will appear that confirms that you have removed this customer from your Favorites list and the gold start will become unfilled again.
You can then click on the Close button to return to the order screen.
The Load and Order grids are now sporting a new feature you may have noticed – it is the ability to Multi-Sort by multiple columns. Continue reading “Multi-Sort Feature”→
Unlike FTL Loads, a LTL Load can often contain multiple Orders. Sometimes it is necessary to add or remove Orders after the Load has been created. This can easily be done without having to create a whole new Load.
Option # 1: The Order Information Block
The easiest way to either add or remove Orders from a Load is within the Order Information Block in the Load Maintenance screen.
To navigate to the Load Maintenance screen (this is also known as the Edit Load screen), if on the Load Grid, click on the drop down arrow right of the Load Number and select ‘Edit’ from the selections.
When the Load Maintenance screen loads, scroll down towards the bottom. The Order Information block is located on the right side of the screen, under the map.
This block will contain icons, buttons and information regarding Orders contained within the Load.
Adding an Order to the Load
To add an Order to the Load, click on the ‘+Existing Order‘ button. (Clicking on +New Order will take you the Order Building screen.)
A popup will appear that contains a list of the Orders that are both of LTL type and in Open status.
Click the boxes to select each available Order you would like to add to the Load.
When you have selected all desired Orders, click the ‘Add to Load’ button.
Make sure to click ‘Save Load’ to ensure your changes were saved.
To Remove an Order
Sometimes you will need to remove an Order from a Load rather than add one. To do this, you will need to click on the ‘X’ remove icon next to the Order you wish to remove.
Click image to enlarge.
A popup will appear asking you to confirm that you want to remove the Order.
Click image to enlarge.
Click ‘Ok’ to remove.
Click image to enlarge.
Don’t forget to always remember to click ‘Save Load’ to ensure all changes are properly saved.
Option #2: Build a Load from Multiple Orders
If you have already entered all of the LTL orders that will be turning into a load, you can easily build the load from the Orders grid.
Simply click the checkboxes of all the orders you wish to build a load from.
Then click the black dropdown arrow next to any Order Number.
Select Create Load. The system will take you to the Load Maintenance screen to finish building your load.
ARCUS is a multi-user collaborative environment. As such, certain measures were put into place to prevent the corruption of data from multiple people trying to edit the same Order or Load at the same time. Continue reading “Locked Loads”→
Sending an electronic advance through EFS is nearly identical to sending one through ComData. The main differences that you will see is the logo on the screen and the ‘Issued To’ field becomes required. Other differences you see are on the back-end of maintenance for the advance – EFS does not offer the Block and Un-Block features; and you can now void the remaining balance of an advance where before you could not void it if it had been partially cashed.
Let’s take a look at the steps involved to send (issue) an EFS MoneyCode.
From the Loads grid, go to the Load Tracking screen for the Load you wish to issue an advance for. (You can do this by clicking the Load Number directly.)
Click on the ‘Advances’ Tab.
Click on the ‘+ Issue New’ button.
To send an Advance to a recipient’s cell phone #:
Enter the Amount, Issued To, Mobile Number and Memo (optional).
Click ‘Next’.
Click ‘Issue Advance’.
A notification will appear in the lower right corner notifying you of a successful issuance.
To generate the MoneyCode to send without a cell phone #:
Enter the Amount, Issued To, and Memo (optional).
Uncheck the ‘eDelivery’ box.
Click ‘Next’.
Click ‘Issue Advance’.
The MoneyCode will now show on the screen. You may either read this code to the recipient or copy and paste it into an email. Click ‘Close’ when finished.
The issues with the CNOF and Carrier Search has been address and a new provider found and added to our system. This new provider is expected to be much more reliable with their service. Continue reading “Carrier Information Updates”→
