CLIENT QUICK STARTING GUIDE
Version Sept 2024.3
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This document is provided “as-is”. Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it. Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection to any real company or persons is intended or should be inferred.
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Prior to registering as a user on the evalurate platform you, and the entity you are representing, must have read and agreed to the terms and conditions and privacy policy that govern the use of the evalurate platform. You can find the Terms and Conditions here http://www.evalurate.net/termsandconditions.html and the Privacy Policy here http://evalurate.net/privacypolicy.html .
Contents
1 System Requirements
2 Introduction
3 Users types
4 Registering as Client User Admin (CUA)
5 Company Profile
6 Registering the Client Manager (CM)
7 As Client Manager (CM) adding Forwarders
8 As Client Manager (CM) adding Suppliers and Customers
9 Dashboard
10 Creating Rate Requests
11 Further support
1 System Requirements
Operating System
Any modern OS that supports a current web browser:
• Windows: 10 or later (64-bit recommended)
• macOS: 11 (Big Sur) or later
• Linux: Modern distributions (Ubuntu, Fedora, etc.)
• Mobile: Android 9+, iOS 14+
Web Browser
• Google Chrome
• Mozilla Firefox
• Microsoft Edge
• Safari (for macOS)
Hardware
Minimal for just web access:
• Processor: Dual-core (e.g., Intel Core i3 or equivalent)
• RAM: 4 GB (8 GB+ for smoother multitasking)
• Storage: Enough free space for browser caching and temp files (~500 MB)
• Graphics: Integrated graphics is fine
Internet Connection
• Speed: At least 1 Mbps download; 5+ Mbps recommended for uploading or syncing files
• Stability: A stable connection is more important than raw speed
Screen Resolution
• Minimum: 1024 x 768 pixels
• Recommended: 1366 x 768 or higher for better UI layout
2 Introduction
evalurate is a web-based and mobile device freight rate automation system. For shippers, evalurate eases the processes of requesting for and comparing freight rates and awarding of shipments. For forwarders, evalurate reduces the administrative work of sales staff and reduces the risk of revenue leakage. For operations evalurate increases the accuracy of billing and eases vendor invoice verification.
Before we begin we wish to highlight some items. Please read this guide to help you better understand how the system functions.
The system purposefully separates the roles of the users to maintain a 4 or 6 eyes principle. Each email address must be unique and can't be used concurrently.
The system is workflow based and users are not able to proceed unless the previous step was completed.
The system is currently meant for the requesting and managing of budgetary and spot quote freight rates.
You may access the system on any kind of platform however best is either on a PC monitor or tablet size 10 inch or larger.
evalurate is not meant to be a marketplace for finding new forwarders, or vice versa.
Any company names, addresses, persons names, shipment data etc. shown on any of the screenshots used in this guide are fictional.
3 Users types
There are 3 types of client users:
a) Client User Admin (CUA): These users manage the company profile and access of users (CM and CV) of the system of their entity. There can only be one CUA at any time.
b) Client Manager (CM): These users create and maintain suppliers, customers and forwarders in the system, issue rate request, and award business to the shortlisted vendors. CM’s are considered the main users of the system and only they can initiate rate requests. There can be multiple CM’s in the system.
c) Client Viewer (CV): These user only view rate requests and the respective vendor quotes. CV’s support the CM or are the users of the rates the CM has negotiated. A CV may also be a person in Finance he needs to reconcile freight invoices or creates freight spent reports.
Before registering in the system the user must decide which of the three roles they will be having. The first user type to register an entity in the system needs to be the CUA. The CUA will then register the CM.
4 Registering as Client User Admin (CUA)
The CUA can register via the “Request Access” page on the homepage https://freight.evalurate.net.
Select the “We are Shippers” option at the bottom of the form.
Once the registration is successful the CUA will receive an email to confirm the registration together with a temporary password. It is recommended that the CUA changes the temporary password immediately.
In case another user from the same company is already registered the CUA will be notified accordingly.
Please note the system might reject free email providers such as gmail, yahoo etc.
5 Company Profile
Besides managing the users of the system, it is the role of the CUA to manage the Company Profile. This information is relevant to all users of the system and can be viewed by the Vendor.
Under Trading terms & conditions enter the URL where the T&C’s of your company is published.
6 Registering the Client Manager (CM)
Next the CUA needs to add Client Managers.
Follow the same steps to add a Client Viewer (CV).
7 As Client Manager (CM) adding Forwarders
The next step is for the CM to add forwarders that they work with. If the forwarder is already registered in the system then the forwarder will immediately be added as forwarder. Otherwise a notification will be sent to the forwarder requesting them to register.
Once a link has been established the forwarder will need to add their terms & conditions under which they operate and the clients terms of credit if any.
Tip: We recommend requesting your forwarder to register in advance. They will also need to setup their entity in the system which takes time. Once their sales person has registered, it is much faster for you to create a link to your forwarder. You can then immediately start sending them rate requests.
8 As Client Manager (CM) adding Suppliers and Customers
Prior to creating your rate request the Client Manager (CM) will need to add the details of their Suppliers and Customers. Details can be added in the Suppliers/Customer window. There is no need to add the details for shipments that originate or are destined for the CM’s own location. If however the client delivery/pickup location is a third location, such as an external warehouse, then this needs to be added as a supplier/customer location.
The reason for maintaining suppliers and customers in the system is because clients often buy and sell their products from and to the same companies on a regular basis. By maintaining them in the system will reduce the need to re-enter this information.
9 Dashboard
Once the CM logs into the system they will see the dashboard. The dashboard displays all currently active quotations and rate requests.
10 Creating Rate Requests
Once forwarders, suppliers and customers have been added to the system the Client Manager (CM) will be able to generate a Rate Request.
It is important the details of the shipment is as accurate as possible to ensure an accurate quote. This includes time and size of shipment as well as exact location of pickup and delivery.
To view the process from issuing a rate request, to the quoting, and awarding or declining, view this video:
11 Further support
For further support go to our helpdesk at freight.evalurate.net/hdkb where you can also submit a ticket.
For a more detailed Quick Guide please a ticket via the helpdesk.
We can assist you in setting up the users, suppliers, customers and forwarders for you if required.