Purolator Freight Online Tool

“Manage your Account”

Purolator Freight now allows customers to manage their accounts

online

View your account/statement balance

View invoice details and probills

Access Payment Inquiry

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Table of Contents

Key Information ..……………………………………………………………..Pg 3

Sample BOL …………………………………………………………………..Pg 4

Sample Invoice ……………………………………………………………….Pg 5

Sample Statement ……………………………………………………………Pg 6

User Tools …………………………………………………………………….Pg 7

Login ………..………………………………………………………………….Pg 8

Home Page ……………………………………………………………………Pg 10

Account History ……………………………………………………………….Pg 11

Pronumber Inquiry ……………………………………………………………Pg 13

Payment Inquiry ………………………………………………………………Pg 18

Shipment Detail …………………………………………………………..Pg 23

View Freight Charges, BOL & POD Images……………..………….…Pg 24

Open Invoice Inquiry …………………………………………………………Pg 26

Weekly Invoice Report ……………………………………………………….Pg 29

Statement Report ………………………………………………………….….Pg 32

Set up Statement Report (customized)……………………………………..Pg 36

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Key Information

• A statement is a summary of all invoices

or pros grouped together to form one

invoice

• Customers can pay by statement or by

pro/invoice

• Payment options include, cheques, visa,

mastercard and amex credit cards as well

as EFT (electronic funds transfer)

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Sample BOL

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Sample invoice

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2 3

4

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7 8 9

10 11 12 13

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15 16

17

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1. Remittance Address

2. Invoice Number

3. Invoice/Ship Date

4. Mail to Address

5. Shipper Name/Address

6. Consignee Name/Address

7. Bill Number

8. Debtor Account Number

9. Type of Invoice (00-original, 01>

revised)

10. Number of pieces

11. Number of Pallets

12. Description of Charges

13. Rate per lbs

14. Breakdown of Charges

15. Actual Weight

16. Billed Weight

17. Total Amount Due

18. Breakdown of Taxes

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Sample statement

1. Mail to Address

2. Account Number of Bill To Customer

3. Statement Number

4. Statement/Invoicing Date

5. Contract Number (Not applicable)

6. Service Date of Shipment7. Pro Number

8. Invoice Number with type of

invoice

9. Destination City

10. Billed Weight11. Total for Invoice listed

12. Total of taxes for all invoices

listed

13. Total Amount Due of Invoices

listed14. Remittance Address and Contact

Information

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2

3

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6 7 8 9 10 11

12 13

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USER TOOLS / SCREEN NAVIGATION TIPS

� At any time you can use the back arrow to go back to

the previous screen

� The following hyperlinks allow you to download the

reports to excel Download Report Download

� Some report headings allow you to sort the selected

columns (double click account headings to sort data by

heading)

� This functionality allows access to shipments dated

after August 1st,2009

� Underlined indicates you can drill down for further details

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Go to Purolator Freight’s website: www.purolatorfreight.com

Select “Online Tools” and then “Login to Purolator Freight Online”

Figure #1

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Enter the ID and password provided to you

Figure #2

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HOME PAGE

Figure #3

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Select “Account History”

Figure #4

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There are 6 options under Account History:

Pronumber Inquiry

Payment Inquiry

Open InvoicesWeekly Invoice Report

Statement Report

Setup Statement Report (customizedstatement report)

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PRONUMBER INQUIRY

Pronumber Inquiry displays information about an invoice

Select “Pronumber Inquiry”

The Accounts Receivable Pronumber Inquiry screen is displayed

Figure #5

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Enter your Pronumber in the box provided and select "Submit"

Figure #6

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The Accounts Receivable Pronumber Inquiry screen is displayed

This screen gives the Pronumber, Billing date, Due Date, Original Amount and Balance Amount

Figure #7

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Selecting a pronumber on the screen, takes you to the Probill Balance and Payment Detail screenThis screen provides details of the charges associated with the invoiceThis section shows the invoice cycle *original invoice, credits, rebills and payments if applicable

Figure #8a

*

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The section below corresponds with the hard copy invoice that you receive

You can also see the status of the shipment

Figure #8b

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Payment Inquiry

The payment inquiry screen allows you to view any payments that

have been made and view the invoices the payment was applied against

Select "Payment Inquiry"

The AR Payment Inquiry screen is displayed

Enter a date range

Figure #9

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Cheques received within that range will be displayed

Figure #10

Underline indicates further drill down

Accepted methods of payment are:

EFT (wire transfers), credit cards and cheques

Select the “Doc/Cheque Number”

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Check Payment Inquiry is shown which displays the details of the payment

Figure #11

Underline indicates further drill down

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Selecting a“Pronumber/ Reference No” will display the Shipment Detail Screen shown

belowSelect “Contact Customer Service” to view the customer service contact details; option #4 in phone directory directs you to Accounts Receivable Department“Contact Us” – currently not available

Figure #12

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The Shipment Details Screen has three

View Options:

View Freight Charges

View BOL Image

View POD Image

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View Freight Charges

Displays the Purolator Freight Bill Information screen

Figure #13

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View BOL Image

Displays an image of the actual Bill of Lading

Figure #14

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View POD Image

Displays an image of the delivery receipt

Figure #15

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OPEN INVOICES

The open invoices screen displays any unpaid invoices

Selecting "Open Invoices" takes you to the AR Open Invoices Inquiry screen

Enter the date range of your required search and select “Submit Query” to go to the Open Invoices Inquiry screen

Note: This does not indicate the outstanding balance due on your account

as any transactions prior to August 1st, 2009 are not included

Please call Purolator Freight Accounts Receivable for open invoices prior

to August 1st, 2009.

Figure #16

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The Open Invoices Inquiry screen displays all open (outstanding invoices within the date range requested) invoices and the balances that are due

Figure #17

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1. Selecting a Pronumber on the Open Invoices Inquiry screen takes you to the

shipment detail screen (See fig. 12 page 21)

2. Selecting a Pin Number takes you to Purolator Freight Information screen (See fig.13 page 23)

3. Selecting Balance Amount takes you to the Probill Balance and Payment Detail screen (See fig. 8a & b page 16 & 17)

Figure #18

Note: Underline indicates you can drill down further

1 2 3

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WEEKLY INVOICE REPORT

The Weekly Invoice Report displays a list of the invoices in a selected date range

Enter the required date range and select “Show Report “.

Figure #19

Invoicing is typically done every Wednesday. This report is based

On invoice/statement date

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A listing of the weekly invoices within the date range (by the statement date) will be displayed

Details related to the shipment/charges are displayed on the report

Totals of the charges are displayed at the bottom of the report

This report highlights the breakdown of the invoice charges including the

type of accessorials charged for

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Selecting the invoice number (pro#) will display the Probill Balance and

Payment Detail screen (See fig. 8a & b page 16 & 17)

Selecting the word “Pro#” will display the Shipment Detail Screen (See

fig.12 page 21)

Figure #21

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STATEMENT REPORT

The statement report shows a list of your account’s statements and their charges

Enter a date range and select “Show Report”

Figure #22

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A listing of statements within the date range requested will be displayed

Selecting a statement number will display the Statement Detail Report screen

Figure #23

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The Statement Detail Report screen displays a detail of all invoices within the

selected statement

The Past Due Balance, Current Due Balance & Total Due Balance of those invoices will also displayed

The charges on the pros can change, so please refer back to this pro again

to see the impact.

Click on the pro number to get details of shipment

Figure #24

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“Preliminary Charges - Rates subject to audit” – is a pro that is being reviewed after it has been posted and mailed

Figure #25

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SET UP STATEMENT REPORTS

This menu option allows you to customize your Statement Report

Choose the fields from the available list and select “Save as New Report”

Figure #26

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A box will appear for you to save the report name. Enter the name of your report and select “Ok”

Figure #27

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A screen will be displayed showing that your report settings have been saved

Figure #28

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Select your saved report using the drop down arrow in “Saved Report” and then click on “Run Statement Report”

Figure #29

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Selecting “Run Statement Report” will display the Statement Report screen.Enter the required date range and select “Show Report”

Figure #30

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The Statement Report screen will be different from the original Statement Report screen (See fig. 23 page 33). The Reports column will now have a drop down arrow where you can select your saved customized report. You can save more than one

version of your customized statement report.Select the drop down arrow and select your customized report

Figure #31

Figure #32

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Here is a statement with a different view than the default report

Figure #33