HOME PAGE STRUCTURE
You’ll notice a couple of things. First your Home Page is divided into three sections:
- Top Menu Bar
- Access Top Level Functions
- Quick Action Links
- Here you’ll be able to schedule loads and add load locations for pick-up through a simple pop-up.
- The Supplier Portal Menu
- Access all your history, customer information and execute any tasks you need through the expandable menu.
1 Top Menu Bar
Top Menu Bar
- Access Top Level Functions (Dashboard, Loads, Locations, Reporting, etc.)
- 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)
- Pre-built, customizable widgets according to your needs for dashboard reporting on your loads and history with us:
- 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.
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.
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)
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.
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.
III.3.3 Administer
3. Administration
Manage your portal account information and more.