ViewPoint FAQ

Accessing ViewPoint

These steps will show you how to access your ViewPoint account.

1. Enter https://vp.translogisticsinc.com/ into your preferred web browser
2. Enter your login credentials
3. Click on the Log In button

Note: Save the URL down in your favorites bar for quick access. Please ensure you are saving the www.vp.translogisticsinc.com URL. There is a redirect URL that will be saved if you just click “Add to Bookmark”.

Reset Your Password

Follow these steps to recover your ViewPoint account after multiple failed login attempts or if you forget your password.

1. Enter www.vp.translogisticsinc.com into your web browser
2. Click “Forget Password” link
3. Enter your email address associated with ViewPoint
4. Click the Submit button
5. Check your email for instructions on how to reset password from Accounts@tli.email
6. If you are still having issues, contact your TLI Sales Rep or Account Manager for IT Help

Create a New User

These steps will show you how to create new users to allow access for additional team members in ViewPoint.

1. Enter www.vp.translogisticsinc.com into your web browser
2. Click on “Sign Up” at underneath “Log In”
3. Enter your new account information
4. Click on “Sign Up”
5. Wait for your TLI Sales Rep / Account Manager to activate your account

How to Edit your Account Information

These steps will show you how to change your account information including your VP Display Name, Email Address on file, Phone Number, and your password. Follow these steps:

1. Click on “Hello, [Your Name]” to bring down the settings navigation
2. Click on the User Settings button
3. Update your information
4. Click Update Profile

How to Change your Default Start Up Module

ViewPoint allows you to customize what screen will be defaulted upon log in. Follow these steps to modify which Module will be displayed upon logging in.

1. Click on “Hello, [Your Name]” to bring down the settings navigation
2. Click on the User Setting button (As seen above)
3. Go to Application Settings Section
4. Click Startup Module Drop Down
5. Select your desired Start Up Module

Click Submit

Navigating Enterprise Levels

Enterprise levels help TLI customers keep track of shipments at a company level. If you have multiple locations or companies under an umbrella, you may have more than one Enterprise Level. The top Enterprise Level will be the Analysis level, shown as “Company – Analysis”. Learn how to navigate to a different enterprise level below:

1. Click on Change at the top left corner of the screen where you see the Enterprise Level
2. Select the down arrow from your current Enterprise Level to reveal other Enterprise Levels
3. Click on the appropriate Enterprise Level
4. Verify that the correct Enterprise Level is shown at the top left corner

Note: It’s important to do work under the correct Enterprise Level for proper quotation and data.

How to Use the Integrated Search Bar

The integrated Search Bar will allow you to find shipments easily. This feature is located at the top of the screen. Follow these directions on how to use the Integrated Search Bar.

1. Click on the Integrated Search Bar
2. Type a reference number that is on the shipment. (Examples: BOL#, PO#, PRO Number, etc)
3. Click on the specific shipment that you are looking for

Note: You can hover over the shipments to find the exact one you are looking for. The Integrated Search bar can help you find shipments up to five years ago.

How to Schedule an LTL Shipment

Below will give you step by step instructions on scheduling a shipment. Please ensure that you have all needed information needed to book, including contact name, number, and email for the shipment.

1. Verify that the correct enterprise level is selected
2. Click the Schedule Shipment button at the top left of the screen
3. Enter the Pickup and Destination information in Box 1: Addresses section
4. If you already have the location saved, use the magnifying glass to pull that location
5. Be sure to have contact information at pickup and delivery including number and email
6. Enter your item details. Start with Weight, Quantity, Handling Unit, and Dimensions. Once the top-line is entered, click the Magnifying Glass to find your products based on density
7. Add additional items needed by clicking the + button in the top right of the Items Box
8. Select any additional services needed for shipment in Section 3: What Services Are Required?
9. Click Fetch Rate to pull dynamic, real time rates above Section 5: Select Your Rate
10. Select your preferred carrier based on cost, transit, mode, etc.
11. When looking at rates, use the cheat sheet below for the Service Column
12. Enter any references needed in the reference box (Example: PO Numbers)
13. To Add additional references, click the + button in the top right corner
14. Change the BOL Instructions if needed; If not, skip to step 11
15. Click to check mark the box to agree to TLI’s terms and conditions
16. Click Book Shipment
17. Download your printing documents once the next screen loads

Note: The checklist on the right-hand side is a great tool to use while scheduling shipments. Once all of the items are marked green, that means the shipment is good to book. If marked blue, you will need to finish that section before booking.

Booking an LTL Shipment

Learn the three different options to book Less-than-Truckload (LTL) shipments.

1. Start Scheduling the Shipment as Normal
2. Click the Down Arrow at the bottom right Corner of “Book and Wait” button
3. Book and Wait: Standard Feature; Real-time see the shipment being booked communicated with the carrier to be booked. A confirmation screen and green pop-up will appear once booked with the carrier
4. Notify Only: The shipment will be booked in the background. Once booked, a notification will appear in the notifications tab
5. Notify and Email: The shipment will be booked in the background. Once booked, you will receive an email with confirmation and direct links to all shipping documents. A notification will also be given in ViewPoint.
6. Click on a booking method’s button
7. Click Book Button

How to Save an LTL Shipment as a Quote

How to Schedule a Truckload Shipment

Below will give you step by step instructions on scheduling a shipment. Please ensure that you have all needed information needed to book, including contact name, number, and email for the shipment.

1. Verify that the correct enterprise level is selected
2. Click the Schedule Shipment button at the top left of the screen
3. Enter the Pickup and Destination information in Addresses section
4. If you already have the location saved, use the magnifying glass to pull that location
5. Be sure to have contact information at both locations including number and email
6. It’s essential to have the correct Earliest/Latest Pickup and Delivery Times
7. Enter your item details. Start with Weight, Quantity, Handling Unit, and Dimensions. Once the top-line is entered, click the Magnifying Glass to find your products
8. Add additional items needed by clicking the + button in the top right of the Items Box
9. Select any additional services needed for shipment in What Services Are Required?
10. Enter any references needed in the reference box (Example: PO Numbers)
11. To Add additional references, click the + button in the top right corner
12. Change the BOL Instructions if needed; If not, skip to step 9
13. Click to check mark the box to agree to TLI’s terms and conditions
14. Click Request Quote or Book Shipment based on your preference:
15. Request Quote: The TLI team will reach out with a quote before proceeding booking a carrier
16. Book Shipment: Using the current market rate, the TLI team will automatically book a carrier on the load and relay the rate after booking with shipping documents
17. Download your printing documents once the next screen loads

Note: The checklist on the right-hand side is a great tool to use while scheduling shipments. Once all items are marked green, that means the shipment is good to book. If marked blue, you will need to finish that section before booking

Using Quick Rate for a Future Shipment

Quick Rate is a great tool to use when you do not have all the details of the shipment. The tool will allow for you and the team to get an estimated quote for the shipment with the information provided. Use these steps below to use the quick quote module:

1. Verify that the correct enterprise level is selected
2. Click on Quick Rate on the left-hand side
3. Enter the Pickup and Destination Zip Codes and the Ship Date in Box 1: Addresses section
4. Enter the weight, quantity, handling unit, and dimensions of your product in Items section
5. Click the Magnifying Glass and select your product shipping in Items Section
6. Note: This will automatically select your class by density for the given product
7. If you need additional items, select the + sign and repeat steps 3 - 4
8. Select any services needed for the shipment under What Services are Required?
9. Click the Re-Rate button at the bottom of the screen to populate the rates
10. Select the desired rate based on carrier, transit, mode, etc.
11. Click on Print to give the quotes to the desired party

Note: These rates are based on the information provided and time that the quote was rated. Please ensure all shipment details are accurate for

Adding an Item to a Shipment

This section will take you through selecting the correct class for density-based items. In order to avoid reweights, TLI has already populated your commodities to ensure proper classification. Follow the steps below to correctly add items to your shipments:

1. Go to Items Section of Schedule a Shipment or Quick Rate modules
2. Enter your Items information (Weight, Quantity, Handling Unit, and Dimensions)
3. Click the Magnifying Glass in the top right corner
4. Select the Item from the pop-up window by checking the box of the item on the left
5. Click Select Item button

Note: If you do not see the product listed, please reach out to your TLI Sales Rep or Account Manager to have this item added for you. Please ensure to be as descriptive as possible so our Audit team can provide the best NMFC/Freight Class for you.

Importing Items via Import Template

You may have some reoccurring customers / locations you ship to. Follow these steps to save down these locations:

1. Go to Schedule Shipment
2. Go to Items section and click Import Items
3. Download the Template Import File by clicking Click Here
4. Upload Template Document
5. Click Validate

Note: If the document fails to upload, ViewPoint will let you know where to make corrections. For help, contact our support team at Support@tli.email

Saving a Location to Address Book

You may have some reoccurring customers / locations you ship to. Follow these steps to save down these locations:

1. Go to Schedule Shipment
2. Enter the location details
3. Click Save Location

Updating a Saved Location

This section will take you through making changes to already saved locations in Viewpoint. Follow these steps:

1. Go to Schedule Shipment
2. Locate your location using the magnifying glass
3. Modify the location details
4. Click Save Location

Viewing your Address Book

This section will show you where to find a list of your previously saved locations. To view these locations, you must be granted permissions to have the Maintenance module tab. Follow these steps:

1. Click Maintenance module drop-down tab
2. Click Locations

Printing your Shipping Documents

This section will show you how to print your shipping documents outside of the initial booking of the shipment. To print shipping documents, follow these steps below:

1. Go to your shipment via searching in the Integrated Search Bar or in the Tracking Module
2. Click on the Actions tab of the Shipment
3. Click Download Icon next to specific Document Needed or click Download All

Switching Size of Pallet Labels

TLI provides you with the option of 4” x 6” or half page pallet labels. To switch between the two, please follow these steps below:

1. Click on “Hello, [Your Name]” tab in the upper right corner
2. Click on User Settings
3. Click on the Printer tab in the settings
4. Select your option in the drop-down menu
5. Click Submit

How to Fix Error for Printing Documents

If you are having issues with printing multiple documents, you may need to adjust the browser’s pop up blocker. To do so, please follow these steps:

1. Select Multiple Shipments to print on your next shipment
2. Hit the Generate Button
3. Click on the Ad-Block Popper Icon
4. Select “Always allow pop-ups and redirects from http://vp.translogisticsinc.com”
5. Click Submit

Note: This was demonstrated on Google Chrome and on shipment details page. You can also perform this after scheduling a shipment

Tracking a Shipment

This section will teach you how to track a shipment. You can get to a shipment in three ways:

Integrated Search:

1. Type your shipment in the Integrated Search Bar
2. Click on your shipment (hover your mouse over shipments to see more details)
3. Click on the History tab to check shipment’s tracking

Grid View:

1. Find your shipment in the Grid View
2. Click on your shipment
3. Click on the History tab to check shipment’s tracking

Map View:

1. Find your shipment on the map
2. Click on one of the two locations for the shipment
3. Select the shipment
4. Click the History tab to see the status of the shipment

Communicating with Customer Service within ViewPoint

ViewPoint offers a direct line of communication with our operations team. This allows you to send a message about a specific shipment to quickly communicate any needs to our team.

1. Search for your shipment in the Integrated Search Bar or Tracking Module
2. Click the Actions Tab
3. Type your message for Customer Service and click Send
4. Customer Service will review your message and reach out by Email
   

Note: This can be done after booking a shipment as well. On the booking confirmation screen, you are have access to the Alert Client Services box.

How to Sign Up to Receive Tracking Updates

Users may want to receive status updates on a shipment. Updates can be automatically generated, and Users can subscribe as many emails needed.

1. Find the Shipment Using Integrated Search function or finding it in the Tracking Module
2. Click on the Shipment you’d like to receive Tracking Updates for
3. Go to the Actions Tab of the shipment
4. Enter the email address that needs updates (To keep adding additional users, click outside of the box once completed with each email address and re-click the box to add another)
5. Click Save
   

Note: This can be done after booking a shipment as well. On the booking confirmation screen, the Tag Shipment for Status Alerts is available to you.