To track an order before logging in, use Quick Track. You will need basic information about the order being tracked. Click on “Quick Track” to begin. 

First, select what information you want to track the order. The choices are the OrderTrackingID, the Order Reference Numbers, or Package Reference Numbers. Next, in the “Search” Field, received in a Submittal, Pickup, or POD notification, enter the correct ID or Reference number and the required 4 digit key.

Users will have the option to get a Quick Quote before logging in.

The quick quote will request basic order information such as pickup and delivery city, state, and zip as well as service and vehicle types, and pickup and delivery dates and times. 

New Order:

The New Order page is the portal where you will be able to place or import orders. 

Placing an Order:

• Express Mode/Standard Mode: These options let you switch between a collapsed accordion order entry screen, opening section by section, or a screen with all Order Entry options on one page for faster data entry.
• X Clear: This selection will clear any Pick up or Delivery information already typed in. 
• Switch: This selection will swap the Pick up information with the Delivery information. 
• Address Book: This selection will give you access to all the addresses that have been saved for the client and your privately saved addresses. 
• Make Default: Make default will make the address displayed the default address for Pick Up if selected Under Pick Up Information or Default Delivery address if selected under Delivery Information. 
• Save Address: If selected, any new address that is not saved in the address book, will be saved after submitting the order and will be available for later use.

Shipment Information:

• Ref# – The reference number to be associated with this order.
• Weight(lbs.) – Enter the weight of the shipment. 
• Declared Value($) – Enter the dollar value of the shipment
  

The Tracking module in Client Portal allows you to track orders throughout their life cycle. 

• Choose Display: Lets the user choose the columns will show in the results.

Search Options:

• Order Tracking ID#: This enables the user to search by Order Tracking ID, if known. Otherwise, it may be left blank. 
• Status: This dropdown gives the user the ability to choose if the search should return orders with a specific status or all. 
• RefNo: Allows the user to search by the Reference No if known. Otherwise it may be left blank. 
• RefNo2: Allows the user to search by the Reference No 2 if known. Otherwise it may be left blank. 
• Package Type: This allows the user to search a specific Package Type. By default, ‘All Packages’ is selected. 
• Service Type: This allows the user to search a specific Service Type. By default, ‘All Services’ is selected. 
• Vehicle Type: This allows the user to search a specific Vehicle Type. By default, ‘All Vehicles’ is selected. 
• Pickup Date From/To: Allows the user to define a date range for the pickup 
• Delivery Date From/To: Allows the user to define a date range for the pickup 
• Order Date From/To: Allows the user to define a date range based on the date the order was entered 

Advanced Options:

• Wild Card Field: This allows the user to select a field to search against 
• Wild Card Value: Allows the user to input a fragment of the data to search against with the Wildcard symbol (%), and the system pull anything that is a match. For example: Searching for (P) Contact with a Wild Card Value of Mi% would return order where the Pickup Contact name is either Mike, Michael, Mika, Michelle, etc… 
• Pickup Company: Allows the user to search for orders for a specific Pickup Company Name. 
• Delivery Company: Allows the user to search for orders for a specific Pickup Delivery Name. 
• Ordered By: When populated, the system will return orders created by a specific user. 
• Account(s): control+click for multiple: Controls whether the user is searching against one company or multiple. This is only available if the logged-in user has access to multiple accounts. 
• Expand Grid: Allows the user to stretch the grid to fit the browser’s width 
• Select All: Once the results are displayed in the grid, clicking on this button allows to select all orders from the grid at once. 
• Print Labels: Allows the user to print Itemized or Non-Itemized package labels. Note that at least one order must be selected. 
• Show Results: Once the Search options are defined, clicking on this button will display the search results in a grid. 
• Export to Excel: Allows the user to export the results in an Excel Spreadsheet 

Order Properties:

Tracking results will show in a grid fashion. 

Orders tracked and selected from the grid above will have their own Order Properties window that shows vital information about the job. Along the top of the Order Properties window, users will see a row of 6 informational icons. The icons denote the status of the order, ranging from a new unassigned job, to a job that has been delivered and completed. 

Edit Order: If the order has not been assigned to a driver, the user can go back and make any necessary changes. 

Cancel Order: If the order has not been assigned to a driver, the user can choose to cancel the order. 

Print Single Label: Allows the user to print the shipping label with or without package information and barcodes included. 

Print Order: Provides a printout of the Order Properties screen. 

Attach File: Allows user to upload any relevant outside files to the order. 

Reports enables the client to access their financial information. 

Invoices:

Provides all the user’s invoices past and present. There is an option to download the Invoice as a PDF using the “Download Invoice PDF” button at the bottom of the screen.  If a custom invoice template is required, then please reach out to MercuryPDX. 

*note: The download option is available at your request. 

Account Info:

This section of reports provides the client the option to download their Statement using the “Download PDF” button. If a custom statement template is required, then please reach out to MercuryPDX. 

General:

This section is where developed custom reports can be accessed.   Please contact MercuryPDX Customer Service if your require custom reports.

References provides the user a way to save values to be inputted in the RefNo fields for future orders. You can also modify or remove existing saved RefNo records. 

The My Profile page lets users set default preferences, user profile information, and change their password 

The Preferences page lets users set defaults and preferences for the New Order and the Tracking page. 

The following options apply to the New Order page 

• Pickup Address – sets the default pickup address for the New Order page 
• Find Address – sets the default address lookup option, to search by things like Company name, Street address, Zip code, etc… 
• Delivery Address – sets the default Delivery address for the New Order page 
• Find Address – sets the default address lookup option, to search by things like Company name, Street address, Zip code, etc… 
• Service – sets the default service for new orders 
• Vehicle – sets the default vehicle for new orders 
• Pickup Date – users can choose from Today’s date, Tomorrows date, or Next business day 
• Pickup Time – sets a default time for the pickup 
• Delivery Date – users can choose from Today’s date, Tomorrows date, or Next business day 
• Delivery Time – sets a default time for the delivery 
• Save all new addresses (for my use only) – allows new addresses that do not exist in the address book to be saved to the users private addresses 
• The following options apply to the Tracking page 
• Order Date From – The default entered date for the Order Date From controls 
• Order Date To – The default entered date for the Order Date To controls 
• Pickup Date From – The default entered date for the Pickup Date From controls 
• Pickup Date To – The default entered date for the Pickup Date To controls 
• All date defaults have the options to use: Today’s Date, Tomorrow’s Date, First day of the current week, First day of the current month, Last day of the current month, First day of the next month 
• Account(s) – If there is access to multiple accounts, users can pick which accounts are selected by default for the tracking page, or all accounts. 
• Instant Access – If using Instant Access, this option will set the landing page 
• Login Page – This option sets the landing page for the user after they log in 

User Info:

This page contains information specific to the users profile such as Name, Title, Street address, City, State, Zip, Phone and Email. Users with access to My Profile may update their personal information at any time 

Login Info:

This page allows users to update or change their password. To change a password, the user must first enter their current password, then enter a new password and confirm the new password. 

Passwords must contain at least 7 characters, 1 uppercase letter (ABC…), 1 lowercase letter (abc…), 1 number (123…), 1 special character (!@#…) and must not match the current, or past 3 passwords. 

The Admin page grants administrative users with privileges to carry out various functions on behalf of their company, such as adding new users, modifying existing users, and creating or editing departments.

When adding a new user, some fields such as Name, Title, Phone, Email, and Login are required. 

Passwords must follow the standard requirements of 7 characters or more in length, at least 1 uppercase letter, 1 lowercase letter, 1 number, and 1 special character, and cannot be any of the last 3 passwords used. 

Security Settings – This provides the option to customize the specific security permissions of the new user being added. 

Current Users:

This page lists all the current users with login access associated with your company in the system. 

Existing users can be edited by highlighting their name in the list, changing the information in the fields below, and saving 

Existing users can also be deleted by clicking the Delete button on the right.

Departments:

This page allows users to add, edit, or delete departments in your company’s profile. 

Departments are used to separate users into different segments. For example, a Parts dept can be added, and that can be set on a User profile in Current Users, or New Users in the Department dropdown. 

Based on customer feedback, here are tips and tricks for our customers to make your experience smoother. 

Faster Order Entry:

Express Mode will reduce the number of clicks to order completion. *After using Express Mode once, you will be automatically set to Express Mode the next time you log in to place an order. 

Easier Order Tracking:

“The tracking page doesn’t expand and there’s too many options.” We recommend clicking “Hide Search Options” and/or “Expand Grid” to view a full page of tracking results and have the tracking grid expand to meet the size of your monitor. These methods provide more data viewable at once with less clicks. 

Shorter Time Entering Packages:

Do you consistently uses the same package type? You can assign a default package and package count for your specific needs. The option to set the default package type (along with many other optional Order Entry defaults) is found in the Preferences tab of the My Profile section. Once this is complete, the package information needed will be preset every time that user loads the New Order screen.

Straight to Business:

Your landing page is the screen you see immediately after logging in. By default, you will log in and see the main dashboard. To save time, you can set your landing page to the New Order tab. This change means you can log in and get straight to work entering orders. To set up this feature, navigate to the Preferences tab of the My Profile section and set “Login Page” to New Order.