New Account On-boarding Checklist

Platform Training

I have been shown the below processes:*

One user per login (can request additional through the 'information' icon)
IMPORTANT -Adding Business details in 'Profile'
Importing Frequent Addresses
Importing Shipping Codes
Generating a Quote ('i' icon for notes on each service)
Converting a quote to a consignment
Creating a Consignment
Saving a frequent address
Saving Shipping codes
Return consignment (must be done by account holder)
Edit or cancel a quote/consignment
Third party booking fee ($5)
Printing label/connote where required
Manifesting a consignment (difference between 'booking & manifest' and 'manifest')
Only manifest on weekdays, not weekends
Cancelling a manifested consignment (email or ticket)
Confirming a booking (green tick for M&B, blue tick for M only)
Adding DGs
Tracking and PODs
Lodging a query
Invoicing
Ability to view invoices through iconsignit
Re-booking a collection
Where to find the Online Training Manuals under the 'information' icon

I have been given an explanation on the below services:*

I have been given an explanation on the below:*

I have been supplied the below contacts:*

Expected First Trade Date*

Confirmation*

I confirm I understand the above detailed processes/explanations