SEKO My Harmony User Guide

MY SEKO HARMONY User Guide

THIS GUIDE WILL ENABLE YOU TO USE MYSEKO AS A COMPETITIVE DIFFERENTIATOR

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MySEKO Harmony • User Guide

CONTENTS

02 04 07 13 14

14 14 16 20 23 25

MySEKO Harmony Homepage Overview

Parts Catalogue Addition & Upload

Book a NA Domestic Shipment

Intercoterms

Book an International Shipment

Shipment Tracking

Quoting

Create a Shipment Template

Management Dashboard

Address Addition & Upload

Reporting

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MySEKO Harmony • User Guide • Page 1

INTRODUCING THE MYSEKO HOMEPAGE Short supporting statement here Gent ommolup tatemquas dios utemqui andaecu ptatur ape eatiuntust et latur.

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MySEKO Harmony • User Guide • Page 2

MYSEKO HOMEPAGE

Logging into the site you will be brought to the MySEKO Homepage . Standard users will have complete access to the following modules displayed: 1. Shipment Calendar 2. Management Dashboard

3. Shipment Module 4. Reporting Module 5. Global Search 6. Settings

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Quoting can be setup for Domestic shipments by contacting your local SEKO Representative and SEKO’s 24/7/365 Corporate Domestic Support team : [email protected] .

All other modules such as PO Management , Warehouse Management and Transportation Management are custom modules, developed on a case-by-case basis. Please contact your local SEKO Sales Representative and SEKO IT Solution Sales , at [email protected] .

Corporate Domestic Support

days a year

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MySEKO Harmony • User Guide • Page 3

ACTION ITEMS

Action Items on the left side of the screen remain static as the user navigates throughout the site and include the Home Screen , Favorite Five , Global Search bar, and the New Entry icon.

THE FAVORITE FIVE The Favorite Five feature highlights the site’s intuitiveness, monitoring the pages each user frequents most and populates the list based off this usage.

The user can also customize the Favorite Five by clicking into a different module and then hovering back over the Favorite Five icon where a 5+ icon will then be available to pin the new page to the list.

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MySEKO Harmony • User Guide • Page 4

GLOBAL SEARCH This feature allows users to search for any search term related to a shipment, whether it be the tracking number or any other reference item listed on a shipment such as Purchase Order , Sales Order , etc.

Simply navigate to the Search field located on the menu items at the left-hand side of the page, or located on the upper right-hand side of any landing screen a user may search using the Search field provided.

BOOK A NORTH AMERICAN SHIPMENT (DOMESTIC) There are two ways to create a Domestic Shipment in MySEKO Harmony : 1. Navigate to the menu item bar on the left-hand side of the web page and hover your mouse over the ( + ) icon.

If your username is setup to create shipments, you will see the option to “ Add Shipment .”

2. Click on the “ Shipments ” module from the MySEKO Harmony Home Page . You will see a Live Shipment Tracking grid. Click on the “ New Entry ” tab provided.

Both options will bring you to the Order Console page. This is where Shipment Entry begins.

Step One - Create Account Select “ Create ” under “ Customer Account Information .”

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MySEKO Harmony • User Guide • Page 5

Step 2 - Account Information Enter in Shipper and Consignee information, including Address and Contact personnel (all other fields are optional).

Step 3 - Billing Values Make changes to Billing Value details (if required). These include drop downs for Billing Terms , COD information and Liability Coverage / Value . If no modifications are needed, move down to Step 4 .

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MySEKO Harmony • User Guide • Page 6

Step 4 - Service Levels, Dates/Times and Reference Numbers A drop down will be provided with all options for Service Level types. Select a Service Level from the drop down. Shipped Date will default to the day you are creating the shipment. If creating a shipment in advance, select the Shipped Date / Estimated Delivery Date drop downs and calendars will appear – select the appropriate date. Modify Ready and Close time if required. Enter in any required Reference Numbers you would like to be listed on the Shipment. Any required reference items can be listed in the “ Reference Numbers ” field provided. Separate each Reference with a semi-colon (;) and a space; the system will recognize each value as a unique identifier for that shipment.

Step 5 - Price Detail Entry If a Product Catalogue has not been uploaded per your request (this is something SEKO IT can accommodate with. Contact Ashley Sweeney [ [email protected] ] for further detail), manually input all fields provided (NMFC, Class, Serial and DG goods not required if shipping standard [non-HAZMAT]). Additional Line Items will appear as you tab across the fields.

Step 6 - Accessorials Select any Accessorial Services you require by checking the boxes provided next to your required Accessorial Service . If none are required, skip this step (an excerpt of Accessorial services is captured below – this is not SEKO’s full service offering).

Step 7 - Shipment Information Fields are provided for any Pickup and Delivery instructions, as well as a Shipment Description . These are not required fields.

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MySEKO Harmony • User Guide • Page 7

BOOK AN INTERNATIONAL SHIPMENT

Step 1 - Shipment Hover your mouse over the ( + ) icon located on the left- hand side of the MySEKO Harmony home page. Click to select “ Shipment .”

This will direct you to the Order Console page, where you’ll see your account details under “ Customer Account Information .” Select “ Create .”

Step 2 - Shipper and Consignee Enter Shipper and Consignee information, either by selecting an address from the Address Book drop-down, or by manually entering in your Shipper and Consignee detail. There are also spaces for “ Contact ” person at each location.

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MySEKO Harmony • User Guide • Page 8

Step 3 - Pickup Address and Notify Party Should this shipment have a Pickup Address and/or Notify Party included, spaces are provided for each. Simply check the box indicating “ Pickup Requested ” and ensure an address is entered in the spaces provided. Should the Notify Party by “ Same As Consignee ,” check the box provided indicating such. If not, but there is still a Notify Party to include, fill in the spaces provided with Notify Party detail.

Step 4 - Billing Party Billing Party information. Select from the drop down one of three options: Shipper , Consignee or Third Party . Should “ Third Party ” be selected, billing details will be required; simply select from the Address Book or enter a new Billing Party (spaces for entry will appear once “ Third Party ” is selected.

Step 5 - Shipping Information Drop-downs and spaces are provided for each user to enter Shipping modes and Services Levels , INCO Term information, Goods Description and Liability / Goods Values , as well as identify whether or not there are any Dangerous Goods / HAZMAT materials being shipped. If HAZMAT materials are included on the shipment, check the box provided and enter in a DG Contact Name . Users will indicate on the line-item level the details of the hazardous materials.

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MySEKO Harmony • User Guide • Page 9

Step 6 Calendar drop-downs are available for the user to identify the ETD, ETA, Pickup Date, Pickup Ready and Close times. Simply click on the arrows provided and a Calendar will appear, or use the arrow keys to adjust the time shown (users may also manually enter in Dates and Pickup Ready / Close times). Users can include whichever References they wish to maintain on the order ( PO, SO, etc.); simply separate each Reference ID with a semi-colon or a comma. Key in any additional Instructions in the space provided, as needed.

Step 7 Piece Detail Entry . Toggle between Metric and English System to modify dimension types. Key in Pieces , Tariff Code (if included), Commodity type ( General or HAZMAT ), Dimensions , Country of Manufacture and line item Description . If HAZMAT , a lookup will appear, allowing the user to select from an online >Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17 Page 18 Page 19 Page 20 Page 21 Page 22 Page 23 Page 24 Page 25 Page 26 Page 27 Page 28 Page 29 Page 30

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