Onboarding Smartbench workflow

Onboarding Smartbench utilizes externally collected carrier, service, equipment, lane and rate data to create Transportation Manager (TM) tariffs. This workflow consists of a series of steps as described below. For the selected task, these steps are displayed in a workflow menu across the top of the Onboarding Smartbench screen. Workflow steps will be enabled and marked as complete as you work through the tariff creation process.

  1. Import Data: Import Carrier/Service, Equipment and Rate/Lane data into the Onboarding Smartbench.
  2. View Data: View and review the imported data in the Onboarding Smartbench.
  3. Validate: Validate the imported data to be used for tariff generation in the Onboarding Smartbench.
  4. Initialize Staging Data: Populate the staging table in the Onboarding Smartbench.
  5. Generate Tariffs: Generate tariffs in TM.

See Also

Import Data

View Data

Validate

Initialize Staging Data

Generate Tariffs

Tasks pane