Date post: | 06-Apr-2017 |
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Technology |
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Booking & PaymentShipper Guide
www.tryfleet.com
Why pay through Fleet?
• No more credit checks, credit applications, or wire transfer processes• Book and pay for your shipment online• Secure payment using credit cards
If you see this badge, that means the freight forwarder accepts payment via Fleet.
You don’t need to accept a quote to see whether a freight forwarder accepts payment on Fleet
Freight forwarder’s name
Which forwarders accept payment via Fleet?
How Booking & Payment Works
Step by Step Guide
You can chat with the forwarder if you need more information, without Accepting their quote
Click Accept to move on to the next step
(Check our previous Shipper Guide on How to get Rate and Accept quote from freight forwarders)
Step 1: Accept a quote
Navigate your process
You have got quotes and chosen a freight forwarder, now you are at Stage 3: Book
These 3 tabs are all active, you can view them anytime:• Original request: the original information of
your quote request
• Booking: the blue bar under Booking indicates that you are currently in this tab. More about 3 steps under Booking in next slides
• Documentation: You and your freight forwarder can upload and share the shipment documents here
News feed: where you see all the notifications
Step 2: Finalize booking details
You should review the booking details here (scroll down on your screen for a complete view)
At any time, you can chat with the forwarder for clarification or ask questions.
Choose Edit to update the booking details
Remember to click “Save and agree” if you choose Edit to update the booking details
Step 2: Finalize booking details
Choose “I approve these details” if everything looks good to you.
Once your freight forwarder also agrees with the details, both of you will move to the next step.
On your screen, scroll down to view all the details and to see the orange button to approve.
Step 2: Finalize booking details
After you and your forwarder agree on booking details, you now need to finalize charges.
Click “I approve these charges” if the charges look good to you.
Once the forwarder also approves the charges, you can move to the next step.
If needed, you can ask the forwarder to revise the charges via the chat feature
Step 3: Finalize charges
After you and the forwarder approve the charges, you are now ready to Book and Pay
Click “Book and Pay” to make the transaction. You will be prompted to key in your credit card information
Don’t forget to scroll down and review all booking and charge details one last time.
Step 4: Book & Pay
On your screen, scroll down to review all booking information, charge details, and the total amount.
Step 4: Book & Pay
When click “Book and Pay”, you will be prompted to key in your card information
Step 4: Book & Pay
Once you complete the payment, the forwarder will start moving your shipment
You can check back later for your shipment status update.
Step 4: Book & Pay
Freight forwarder will update the status once the shipment is picked up.
Step 5: Checking shipment status
Freight forwarder will update the status again once the shipment is delivered.
Fleet team will reach out to you to confirm the delivery.
Step 5: Checking shipment status