This training is essential for those tasked with setting up and/or managing customer rates. In this video, we will address:

• The difference between Charge Sets, Charge Profiles, and Tariffs

• The setup of Charge Profiles and and an overview of the rules that govern them

• Basic & advanced Tariff setup and an overview of the rules that govern them

• How the above items work together to automate your base rates and accessorial charges for your invoices

This training is recommended for those overseeing the configuration and management of driver pay rates. In this session, we will delve into:

• Driver Groups, Driver Rates, and Dynamic Driver Pay Rates

• Automating driver base pay via Driver Pay Rates

• Automating driver accessorial pay via Dynamic Driver Pay

For CSRs or dispatchers handling load creation or dispatching responsibilities, this training encompasses:

• Creating loads in the system and the anatomy of those loads from basic info through documents and routing 

• Assigning and dispatching drivers to loads

• Dispatcher board setup and optimization

• Additional dispatcher tools like the Driver Planner

If you handle customer invoicing, we invite you to join this accounting-focused webinar. In this session, we will address:

• Customer profile setup to payment terms, required documents, and email address for invoicing

• Billing to find Charge Sets that are ready to invoice

• Accounting settings

• Customizing the visual of your invoice via the Document Designer

If you oversee the management of driver pay and settlements within PortPro's Accounts Payable section, this webinar is tailored for you. We cover:

• Configuring driver pay periods via settlement periods in Driver Groups

• Reviewing and finalizing driver settlements

• Automating deductions to automatically be added to settlements each pay period