• Using the New Brokerage Workflow and Status Codes
With the advent of brokerage status codes and internal workflow within PowerBroker, there are a lot of new ways to move orders through your organization. In this session, you will learn how it works and how you can take advantage of these new capabilities.
• Using Document Designer to Change Reports and Build New Reports
McLeod's Document Designer is a powerful tool for editing and creating new system reports. In this session we will introduce you to Document Designer and show you how it works.
• Using the Back Office Reports, Finance, Billing, Settlements, AR, and Report Scheduler
Learn about the wide range of reports that support your back office operations, including billing, settlements, and accounts receivable. You will also learn about the ways you can use report scheduler to automate the timely delivery of these reports every day.
• Using the LoadMaster Operations Reports and Report Scheduler
Learn about the wide range of standard reports available in your system that support your asset- based operations, plus ways you can use report scheduler to
24 THE ABILITY TO DO MORE
automate the timely delivery of these reports every day.
• Using the PowerBroker Operations Reports and Report Scheduler
Learn about the wide range of standard reports in your system that support your non-asset based logistics and brokerage operations, plus ways you can use report scheduler to automate the timely delivery of these reports every day.
• Defining Geography in Your System, How to Set up Markets Using Zips and Using the Mapping Features
Learn how to set up market definitions in your McLeod system using the zip codes or 3-digit zip ranges to define those geographic areas. We will show you some great ways to use the mapping features in your McLeod system. You will learn how the geographic definition and mapping information can bring value for many roles in your organization and the daily situations you manage.
• Getting the Most Out of Your McLeod Support Resources
In this session, we will help you understand the best ways to make use of McLeod support resources - everything from tracking your requests to how to get the most value out of your Help Desk and Lifecycle Support contracts.
New Software Product Sessions
• Setting up Role Based User Profiles and Permissions
Your McLeod system can be customized by your team to streamline the user interface and access to data for specific roles in your organization. Come learn how you can make the working environment simpler, easier, less cluttered, and secure for different groups within your company.
• LoadMaster Enterprise Update
Learn about all of the new features in LoadMaster Enterprise. McLeod Software's growing investment in our core products is evident in all of the new features.
• PowerBroker Update Learn about all of the new features in PowerBroker. McLeod Software's growing investment in our core products is evident in all of the new features.
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