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||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 1 WISL Tutorials use standard Microsoft PowerPoint commands, such as the following : Escape Key, Minus Key (-), Ctl+Break S or Plus Key (+) Right Click, Backspace, Up Arrow Left Click, space, N, Down Arrow Left and Right Click together for 2+ seconds Move mouse for 2 seconds Next Slide Previous Slide End Tutorial Pause or Resume Tutorial Restart entire Tutorial Shows the mouse pointer Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 2 Waterloo Information Systems Limited presents WISL Branch Freight System The WISL Branch Freight System provides a branch operation with the capability to monitor and control freight costs during the shipping process. Left Click to Continue Remote Installation

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 3 Type 9 Type 33 Type 4 Left Click to begin Overview Tutorial Menu To Start WISL BFS Shipping Tutorial To Start WISL BFS Consolidation Tutorial To Start WISL BFS Overview ESC To Exit

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 4 Waterloo Information Systems Limited presents WISL BFS System Flow Through an interface with the corporate order entry and/or purchasing system, a data base keyed on customer reference number is established that contains information about shipment requests(both inbound and outbound). Interactive facilities are provided to record receiving information for inbound shipments and to record shipping information at the time an outbound shipment is sent. In both cases automatic rating is employed to identify preferred carrier(s) and allow for accrual and control reporting. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 5 WISL Branch Freight System Order Entry System Purchasing System Vendor Shipping Dept. Rating Authority (WISL BFS) Receiving Data Entry Shipping Data Entry WISL Branch Freight System Purchase Order Shipment Request Form (in) Bill of Lading Packing Slip (outbound) Shipment(outbound) Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 6 Waterloo Information Systems Limited presents WISL BFS Remote Control WISL BFS may be installed to control shipping at remote sites. In such installations the rates and related data are maintained centrally via WISL's Freight Analysis Information System with updates provided as required through EDI to the remote server. The central rating authority receives completed shipment information from WISL BFS to effect centralized payment to carriers and facilitate reporting. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 7 WISL BFS Remote Installation WISL BFS Remote Installation Left Click to Continue Freight Management Server (Rates & Reporting Data Base) BFS Remote Server (Shipping Data Base) Branch Shipper Workstation Internet Protocol Internet or Intranet Internet Protocol Internet or Intranet Corporate Server(s) Order Entry/Purchasing Systems Internet Protocol Label Printer (Shipping Labels) Document Printer (BOL, Packing List, Customs Doc, etc) Internet or Intranet Electronic Manifests To carriers Internet Protocol Internet

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 8 Type 9 Type 33 Type 4 Left Click to begin Overview Tutorial Menu To Start WISL BFS Shipping Tutorial To Start WISL BFS Consolidation Tutorial To Start WISL BFS Overview ESC To Exit

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 9 Waterloo Information Systems Limited presents WISL Branch Freight Shipping Tutorial This tutorial follows the shipping process from specification of a pick ticket to generation of labels and other documents. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 10 WISL Branch Freight Tutorial Clicking on Add Shipping Records initiates the shipping process. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 11 WISL Branch Freight Tutorial Left Click to Continue The Bill of Lading Maintenance routine handles data collection for all incoming and outgoing Bills of Lading passing through the branch. Each shipment is rated based on its individual characteristics and the rates provided by a centrally managed rating authority. The best carrier can be automatically determined, along with the expected freight cost. BOLs or Shipment Request documents, and any required supporting documents are printed at completion. The Bill of Lading Maintenance routine handles data collection for all incoming and outgoing Bills of Lading passing through the branch. Each shipment is rated based on its individual characteristics and the rates provided by a centrally managed rating authority. The best carrier can be automatically determined, along with the expected freight cost. BOLs or Shipment Request documents, and any required supporting documents are printed at completion.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 12 WISL Branch Freight Tutorial Left Click to Continue The pick ticket number, or the Non-Standard Code, of the desired record is entered.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 13 WISL Branch Freight Tutorial Left Click to Continue Upon clicking the Pick Ticket Lookup button the relevant data is automatically transferred from the pick ticket record to the BOL record displayed. The shipping clerk may then supplement or override any field to prepare the BOL record for rating.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 14 WISL Branch Freight Tutorial Left Click to Continue Note that the text boxes of 5 attributes are highlighted in light blue which means they are required to be completed before the screen may be exited for rating. Origin, destination, number of pieces, weight and connecting carrier indicator must be transferred from the pick ticket or entered by the shipping clerk.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 15 WISL Branch Freight Tutorial Left Click to Continue The data imported from the pick ticket corresponds to the desired shipping specifications and rating may now be invoked by pressing the Rate to allow selection of the carrier.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 16 WISL Branch Freight Tutorial Left Click to Continue The list presented includes all rates applicable to the specified shipment characteristics. The desired rate may be selected by clicking on the carrier name. In this case the first Purolator rate is selected.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 17 WISL Branch Freight Tutorial Left Click to Continue Note that Purolator has been inserted into the Main Carrier box. At this point the shipper may override any of the ship parameters listed below.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 18 WISL Branch Freight Tutorial Left Click to Continue Once the shipper is satisfied with the ship parameters the Ship button is pressed to initiate generation of documents.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 19 WISL Branch Freight Tutorial Left Click to Continue The B\L is printed.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 20 WISL Branch Freight Tutorial Left Click to Continue A bar coded shipping label is printed. Carriers such as Purolator have specifications for the layout of the label that is printed and WISL BFS will print a label that corresponds to these specifications.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 21 WISL Branch Freight Tutorial Left Click to Continue Once the documents are printed the screen is re-initialized to await input of the next pick ticket number.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 22 WISL Branch Freight Tutorial Left Click to Continue Multiple items can be added to a shipment by Clicking on the Add Multiple Items button beside the Units prompt. This would open up a new window for data entry of Multiple Items

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 23 WISL Branch Freight Tutorial Left Click to Continue Details of Multiple items can be entered on this screen. Commodity and Product type can be selected from the drop-down lists. Click on the Update Record button to save the information.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 24 WISL Branch Freight Tutorial Left Click to Continue After the Multiple Item information are updated, the M for Multiple in Units and total weight in Weight prompt will be filled in on the main screen. The default Shipped From Branch is filled by a parameter. The other information can entered as usual.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 25 WISL Branch Freight Tutorial When a Shipping Record is added, a Bill of Lading is assigned to it. A Bill of Lading record can be maintained by clicking on Maintain Bill of Lading. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 26 WISL Branch Freight Tutorial Specification of the bill of lading number or any combination of other criteria on the screen will result in a list of possible matching bills or if only one bill is selected it will be displayed in the maintenance screen. Specification of the bill of lading number or any combination of other criteria on the screen will result in a list of possible matching bills or if only one bill is selected it will be displayed in the maintenance screen. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 27 WISL Branch Freight Tutorial The main screen for BOL record maintenance is presented at this point. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 28 WISL Branch Freight Tutorial The most commonly maintained data attributes in the BOL record are displayed for maintenance on this screen. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 29 WISL Branch Freight Tutorial Separate buttons invoke maintenance of additional charges or Supplementary Info(less commonly maintained attributes). Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 30 WISL Branch Freight Tutorial This is the screen invoked by the Additional Charges button that provides for maintenance of accessorial charges. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 31 WISL Branch Freight Tutorial The re-rating of the bill may be initiated by pressing the Re-Rate button. Re-rating is handled in the same manner as in the shipping procedure. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 32 WISL Branch Freight Tutorial The BOL or shipping label may be re-printed by pressing the corresponding button.. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 33 WISL Branch Freight Tutorial When all maintenance is complete theUpdate Record is pressed to initiate the BOL record update. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 34 WISL Branch Freight Tutorial The Main Menu also provides access to other functions including reprinting of shipping documents and the maintenance of consolidations. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 35 Type 9 Type 33 Type 4 Left Click to begin Overview Tutorial Menu To Start WISL BFS Shipping Tutorial To Start WISL BFS Consolidation Tutorial To Start WISL BFS Overview ESC To Exit

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 36 Waterloo Information Systems Limited presents WISL Branch Freight Consolidation Tutorial This tutorial follows the activities involved in consolidation. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 37 WISL BFS Consolidation Tutorial Clicking on Consolidation List initiates the consolidation function. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 38 WISL BFS Consolidation Tutorial The consolidated list, sorted by best carrier, is presented the drop down list shows the other available options(Status or Open Date). Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 39 WISL BFS Consolidation Tutorial This is the list sorted by Open Date. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 40 WISL BFS Consolidation Tutorial The BL Number is clicked to initiate maintenance is used for this demo. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 41 WISL BFS Consolidation Tutorial The consolidated record can be maintained from this screen. The Actual Carrier may be specified or the Rate button may be selected which will offer a list of applicable carrier/rates. We will select the Rate button. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 42 WISL BFS Consolidation Tutorial The first rate(lowest) is selected for this demo. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 43 WISL BFS Consolidation Tutorial The carrier name and associated attributes are populated from the rating. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 44 WISL BFS Consolidation Tutorial When we add a second shipping record for any destination, for which we have already created a BOL with the same service level, the existing carrier for the given destination is selected. After the carrier is selected, the Add to existing consolidation is set to Yes. When we add a second shipping record for any destination, for which we have already created a BOL with the same service level, the existing carrier for the given destination is selected. After the carrier is selected, the Add to existing consolidation is set to Yes. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 45 WISL BFS Consolidation Tutorial Shipped is specified in the drop down list and upon selecting the Update Record button the record will be updated and documents generated. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 46 WISL BFS Consolidation Tutorial Consolidated B\L for Purolator Courier. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 47 WISL BFS Consolidation Tutorial Label for Consolidated B\L for Purolator Courier. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 48 WISL BFS Consolidation Tutorial If it is not desired to add the next shipping record to the existing consolidation then the Add To Existing Cons indicator is set to No. For this record the selected carrier is Loomis Courier Service and this indicator is set to No. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 49 WISL BFS Consolidation Tutorial This is the updated Consolidated List after some new shipments were added for customer CHEMICO ELECTRIC (Line # 14) and for customer GAL POWER SYSTEM (Line # 18 and Line # 20). For CHEMICO ELECTRIC (Line # 14) after we added the Bill No (Line # 15), we added next two bills ( and ) to the existing consolidation. For customer GAL POWER SYSTEM we did not add the 2nd bill to the existing consolidation, So this customer has two separate consolidated bills. This is the updated Consolidated List after some new shipments were added for customer CHEMICO ELECTRIC (Line # 14) and for customer GAL POWER SYSTEM (Line # 18 and Line # 20). For CHEMICO ELECTRIC (Line # 14) after we added the Bill No (Line # 15), we added next two bills ( and ) to the existing consolidation. For customer GAL POWER SYSTEM we did not add the 2nd bill to the existing consolidation, So this customer has two separate consolidated bills. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 50 WISL BFS Consolidation Tutorial From this Consolidated List screen, you can also create a separate consolidation for any given bill of lading or you can merge together two bills from different consolidations. For demonstration purpose we have selected line number 17 (Bill No ) to create a separate consolidation for this bill of lading. We will click on Re- Consolidated/Merge button to do the processing. From this Consolidated List screen, you can also create a separate consolidation for any given bill of lading or you can merge together two bills from different consolidations. For demonstration purpose we have selected line number 17 (Bill No ) to create a separate consolidation for this bill of lading. We will click on Re- Consolidated/Merge button to do the processing. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 51 WISL BFS Consolidation Tutorial This is the new consolidated list after the previous page. Line number 10 has the new consolidated bill for customer CHEMICO ELECTRIC for bill number The Status was also set to LO (Loading) in the last process for this consolidation. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 52 WISL BFS Consolidation Tutorial We can also merge together two separately consolidated bills from this screen also. For demonstration purpose we have selected line number 19 and 22, so that line number 22 is moved into line number 19s consolidation. To perform this action we will click on Re- Consolidate/Merge button. We can also merge together two separately consolidated bills from this screen also. For demonstration purpose we have selected line number 19 and 22, so that line number 22 is moved into line number 19s consolidation. To perform this action we will click on Re- Consolidate/Merge button. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 53 WISL BFS Consolidation Tutorial This is the new list after the last action. The customer GAL POWER SYSTEM has only one consolidation now Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 54 WISL BFS Consolidation Tutorial This is the carriers daily manifest for Purolator Courier. Carriers such as Purolator have specifications for the layout of the daily manifest that is printed and WISL BFS will print a manifest that corresponds to these specifications. If required, an electronic manifest is created at this point as well. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 55 Waterloo Information Systems Limited presents WISL Branch Freight Shipping Activity Reporting The following describes the reporting available to monitor shipping activity Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 56 WISL BFS Shipping Activity Reporting A reporting facility is available as a background process, for the shipment details by date range and by clerk.. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 57 WISL BFS Shipping Activity Reporting Reports may also be generated for the shipment details by date range and by time. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 58 WISL BFS Shipping Activity Reporting A summary report is also available for a date-range by clerk by date or month or by period. The sample report is by date. Left Click to Continue

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 59 The End For Further Information, contact Waterloo Information Systems Limited 33 Dupont Street East Waterloo Ontario N2J 2G8 (519) Left Click to Exit To Restart the Demo, type 1, or Double-click and Hold for 2 Seconds

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