Your Portal Account – The Welcome Screen

HOME PAGE STRUCTURE

You’ll notice a couple of things. First your Home Page is divided into three sections:

  1. Top Menu Bar
    • Access Top Level Functions
  2. Quick Action Links
    • Here you’ll be able to schedule loads and add load locations for pick-up through a simple pop-up.
  3. The Supplier Portal Menu
    • Access all your history, customer information and execute any tasks you need through the expandable menu.

Benarix_WelcomeScreen


1 Top Menu Bar

Top Menu Bar

    • Access Top Level Functions (Dashboard, Loads, Locations, Reporting, etc.)

toolbar

  • Dashboard
    • Pre-built, customizable widgets  according to your needs for dashboard reporting on your loads and history with us:
      • Load Funnel,
      • Collection Pipeline
      • Revenue by Location
      • Top Loads
      • Loads by Stage
      • Upcoming Activities (scheduled loads, Updates, Tracking)
  • Loads
    • Schedule a Load, View Previous Loads, Pull Reports on Historical Loads, Filter results by date, location and more!
  • Locations
    • See your Locations activities history. Add new locations and update existing load locations.
  • Company File
    • View/Edit your Company Account file.
  • Documents
    • Manage Loads documents.

2 Quick Action Links

These links allow you to (1) schedule loads and (2) add load locations quickly.

Here you’ll be able to schedule loads and add load locations for pick-up through a simple pop-up. Only the basic information will be asked. You can fill in the details later.

QuickCreate2


3. The Supplier Portal Menu

  • Access all your history, customer information and execute any tasks you need through the expandable menu.
  • Here you are provided with a more comprehensive menu to view, edit, report, analyze all your loads history with us. You’ll be able to filter your reports by location and date if you need to.

Benarix_HomeMenu

Your Supplier Portal Menu is divided into three categories:

  • CHECK-IN (Verifications / Reporting)
  • TAKE ACTION (Schedule Loads, Add Pick-Up Locations)
  • ADMINISTRATION (View your Company File, Contact Benarix administration)
  • Benarix_HomeMenu2

III.3.1 Check-In

1. CHECK-IN (Verifications / Reporting)
Here you will be able to pull records, get consolidated reporting and track loads currently in progress. You will also be able to add/manage load locations and facility information:

  • See your dashboard with graphic reporting tools you can customize to your needs!
  • View and edit your portal account information.
  • View your previous loads, generate reports and export historical data.
  • View/Edit your current list of load locations. Specify/review facility information.

Benarix_HomeMenu_CheckIn


III.3.2 Take Action

2. TAKE ACTION (Schedule Loads, Add Pick-Up Locations)
Here is where you take action. You can schedule loads and/or add a new location.

  • Request a load pick-up and specify load data directly into your portal account.
  • Add a new location for a load pick-up request.

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III.3.3 Administer

3. Administration

Manage your portal account information and more.

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