UPLOAD TO PRICING
for United/Mayflower upload to PRICING:
- You need to have at
least the Basic Edition of
- 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.
you start FirstMate, there should be a UniGroup Icon on the Primary Window.
from FirstMate to PRICING:
- Estimates that have
been rated with SalesMate using an Interstate Tariff need to be
from SalesMate to FirstMate.
- Once in FirstMate, you
can optionally edit the Customer to make sure the proper Agents,
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.
a. ORDER NO:
(United or Mayflower)
b. Order NO (Booker): Your Agent Number
c. Estimate NO (Seq.): A unique 7 character identifier for
d. BIND DATE: derived from the Load
- 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.
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
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
Estimate Number (e.g. 0003-8376283)
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).