Instructions for Carriers/Vendors using RetalixTraffic

Instructions for Carriers/Vendors using RetalixTraffic
Instructions for Carriers/Vendors using
RetalixTraffic.com to make appointments or
appointment requests
Set-Up Requirements
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The carrier must have Internet access.
If the carrier uses any kind of email filters, they will need to add [email protected]
to the safe senders list.
There is a portion of the web site that will not operate if a user has the popup blocker turned on.
Adobe Acrobat Reader must be installed on the PC.
The carrier can log onto the website RetalixTraffic.com. In the upper left corner they can create a new
account by clicking the Register button and completing the following table. When all required fields
have been entered select the Submit button.
From the following screen, log onto the site using the Email/Login and Password you entered on the
Account Registration screen.
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From the following screen select Web Scheduling.
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You will be directed to the Add Web Scheduling For A Customer screen.
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Highlight the customer you wish to make appointments with in the Request
Web Scheduling authorization from: box.
Select the Submit button.
You will now need to wait until the customer finishes the setup process by
approving this request. Once approved when you select Web Scheduling on the
My Services screen you will be directed to the Request An Appointment screen.
Note: If you do not receive approval within 24 to 48 hours, contact the customer
scheduling department directly to inquire about the status of your approval.
Contact: Jodie Giusto
Email: [email protected]
Accessing the Website to Make Appointment or
Appointment Request
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Enter the following web address: RetalixTraffic.com
The following web site login screen appears:
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Enter the Email/Login and Password. The password is case sensitive.
Click the Enter button or the Enter key on the keyboard.
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Note: If you forget your password follow these steps:
Move the cursor over Click here found below the Enter button
When the cursor arrow changes into a hand, click the left mouse button
Enter your email address in the LOGIN: field
Select the Reset button.
Your new password will be sent in an email to the entered email address.
The following screen appears:
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Select the Web Scheduling option. The following screen appears:
Making a Web Appointment or Appointment Request
Follow these 4 steps to make a ‘Web Appointment’ or a ‘Web Appointment Request’
Step 1 - Enter Orders: From the ‘Request an Appointment’ screen enter data for the
following:
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Customer: Use the combo box to select your delivery company.
PO #: Enter the purchase order number of the first order you will be delivering.
Select the Add button or use the Enter key to move the order to the Orders On
This Load group.
Repeat the above process for each order you will be delivering. When all orders have
been entered, select the Next button found at the bottom of the screen. Selecting this
option takes you to Step 2.
Step 2 - Change Orders: The current status of each entered order in the Dock
Scheduling database of the delivery customer is shown on this screen.
An order will be rejected from web scheduling and you will not be able to request a web
appointment for an order if any of the following conditions exist:
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The order number is not found
There are multiple unscheduled instances of the order number
The order's delivery customer does not match your entered delivery customer
The order is already scheduled
If any of the above conditions exist you will need to call your delivery company to
make the appointment.
You can do any of the following from the top portion if this screen.
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Add/Remove Orders: Returns you to the Step 1 - Enter Orders screen where
you can add or remove orders.
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Edit: By selecting the edit button you can edit cases, weight, pallets, cube and
the origin city and state. After editing the desired fields, select the Save button.
From the bottom portion of the screen you can do the following:
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Make an appointment now: ***Applicable only if not grayed out*** View the
screen that will permit you to make a web appointment.
Use the combo button to select the available date you want to make an
appointment on. The available times for that date will appear in the box directly
below the date. Click on the time you want for the appointment.
To confirm chose the Reserve this appointment button. You will be taken to Step
4: Request Received.
An Appointment Summary will appear on the screen. Additionally an email will
be sent to you with all the appointment details and a confirmation number.
 Submit a request for review: Select the Requested Delivery Date: Use the
calendar icon to select the desired date. Select the Requested Delivery Time.
Your four options for Request Delivery Time are: Anytime, Before Noon, Noon 6PM and After 6PM.
To send the request, select the Request Appointment button. When the
appointment has been made you will be notified by the Dock Scheduling user as
to the date and time.
Repeat the above process for each order you will be delivering. When all orders
have been entered, select the Next button found at the bottom of the screen.
Selecting this option takes you to Step 2.
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Comments: You can enter any comments you would like to share with the
person making the actual appointment.
Step 3 - Final Review: This step is used only when the Submitting a request for
appointment, as opposed to ‘making an appointment now’. From this screen you can
review the Appointment request and do the following using the buttons at the bottom of
the screen:
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Request Appointment: Submits the request. Select this option to go to Step 4.
Make Changes: Returns you to the Step 2 - Change Orders screen where you
can make changes.
Cancel: Select to cancel your appointment request.
Step 4 - Request Received: When you are on Step 4 your appointment has been
accepted. An Appointment Summary will appear on the screen. Additionally an email
will be sent to you with all the appointment details and a confirmation number.
From this screen you can do the following:
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Print: Select to print the screen.
Request Another Appointment: Select to return to the Enter Orders screen.
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