UPLOAD TO PRICING
Requirements
for United/Mayflower upload to PRICING:
- You need to have at
least the Basic Edition of
FirstMate.
- You need to be on the
latest version of FirstMate 4.0
- Download Mayflower or
United from our web-page.
- Your PC must have
access to the internet.
When
you start FirstMate, there should be a UniGroup Icon on the Primary Window.
Upload
from FirstMate to PRICING:
- Estimates that have
been rated with SalesMate using an Interstate Tariff need to be
uploaded
from SalesMate to FirstMate.
- Once in FirstMate, you
can optionally edit the Customer to make sure the proper Agents,
- dates,
etc. have been entered for the Estimate.
Simply left click on the Customer to edit.
- To start the upload to
PRICING, right click on the Customer(s) you want to prepare and then left
click on the UniGroup Icon.
- Respond “Yes” to access
a Registration File Setup Window.
- Required
Fields are:
a. ORDER NO:
(United or Mayflower)
b. Order NO (Booker): Your Agent Number
c. Estimate NO (Seq.): A unique 7 character identifier for
this Customer.
d. BIND DATE: derived from the Load
Date.
- Click on SUBMIT to
prepare the upload file.
Note in the following example, the Booking Agent has
been entered as “0003” and the Estimate No as “8376283”. Do not use “-“ in the
Estimate number and do not use your Agent Number as part of the Estimate
NO. Again, there must be an entry for
BINDDATE for the upload to be successful.
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After
preparing upload files, you will proceed to the Estimates that can be uploaded.
- Note that you must be
connected to the internet at this time!
- Left click on
Customer’s to upload (they will highlight) and then click on REGISTER
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Accessing
Estimate at the PRICING MENU:
Once an Estimate/Order for Service has been uploaded to
Pricing, it can be viewed from
the following AS-400 screen. Enter the Estimate NO: with your Agent
Number –
Estimate Number (e.g. 0003-8376283)
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Accessing
Estimate from the REGISTRATION MENU:
In order to use the uploaded Estimate/Order for Service
during Registration, fill in the
ESTIMATE NO: with
your Agent Number – Estimate No (e.g. 0039-06752).
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