Web Tracker
User Guide
Created /Last Edited Date Last Edit Lading Associate Version
April 5, 2019 K Kozlowski 1.0
Contents
1 Introduction/Disclaimer..................................................................................................................... 4
2 Logging In............................................................................................................................................ 4
2.1 Initial Log In................................................................................................................................................................... 5
2.2 Signing In ....................................................................................................................................................................... 5
2.3 Changing your Password.......................................................................................................................................... 6
3 Web Tracker General Configuration ................................................................................................. 6
3.1 Search Filters ................................................................................................................................................................. 7
Adding a Filter ............................................................................................................................................................... 7
Removing a Filter .......................................................................................................................................................... 7
3.2 Sorting information .................................................................................................................................................... 8
3.3 Exporting Information to Excel............................................................................................................................... 9
3.4 Customizing Columns.............................................................................................................................................. 10
3.5 Documents ................................................................................................................................................................... 12
Viewing Documents................................................................................................................................................... 12
Adding Files .................................................................................................................................................................. 12
3.6 User ................................................................................................................................................................................. 13
Company ........................................................................................................................................................................ 13
Password ........................................................................................................................................................................ 13
Log Off ............................................................................................................................................................................ 13
4 Forwarding......................................................................................................................................... 14
4.1 Orders ............................................................................................................................................................................ 14
4.2 Bookings ....................................................................................................................................................................... 15
4.3 Shipments..................................................................................................................................................................... 15
5 Orders ................................................................................................................................................. 16
5.1 Viewing Orders ........................................................................................................................................................... 16
5.2 Editing Orders ............................................................................................................................................................. 17
5.3 Notes and Save .......................................................................................................................................................... 17
5.4 Creating an Order...................................................................................................................................................... 18
6 Bookings ............................................................................................................................................ 19
6.1 Viewing Bookings ...................................................................................................................................................... 19
6.2 Editing Bookings ........................................................................................................................................................ 20
6.3 Notes and Save .......................................................................................................................................................... 20
6.4 Creating a Booking ................................................................................................................................................... 21
Creating a Booking from existing Orders .......................................................................................................... 21
Save .................................................................................................................................................................................. 22
7 Shipment Detail ................................................................................................................................ 23
7.1 Viewing Shipments ................................................................................................................................................... 23
7.2 Milestones .................................................................................................................................................................... 25
Milestone Date and Color Legends...................................................................................................................... 25
7.3 Other Information – Transport, Goods/Packs, Orders, Containers, Reference Numbers, Delivery
Request, Custom Entry and Notes .................................................................................................................................... 26
1 Introduction/Disclaimer
This process is a suggestion and may not match all/any suggestions found in WiseTech videos or
provided by the WiseTech help desk. This guide is meant to enhance and condense the WiseTech
Global documentation - it is not intended to be comprehensive. Refer to the individual documentation
and videos on the WiseTech page for complete information from WiseTech. It is not a comprehensive
guide to the One Off Quote process within CargoWise.
Additional information is available in Lading Workshops, or in private sessions with your
company – contact the Lading training department at info@ladingcorporation.com/ to
schedule your session.
Users must be set up inside of CargoWise to access WebTracker – security must be set to allow for
some functions shown below
2 Logging In
When your WebTracker account has been created, you will receive an e-mail similar to this one:
2.1 Initial Log In
The first time you log on, a Terms and Conditions screen may appear.
Click “I have read and agree to the Terms and Conditions”.
These terms are also available at any time on the tool bar as well
2.2 Signing In
Enter your company code, e-mail, and password from the e-mail to the
sign in sheet.
2.3 Changing your Password
To change your password, go to User>Password the screen below will appear from
which you can change your password.
Take Note: Changing your password allows for greater security, but you will be
the only one who knows your new password, and the team will be unable to
provide any support on your password other than creating an entirely now one….
3 Web Tracker General Configuration
Upon logging into WebTracker, the program will default to the Shipments screen, which is also
available under the Forwarding tab. The shipments section enables customer to track and trace their
shipments, which we will discuss in detail later in this document.
In the examples below, we will show how to customize the Shipments screen, however, the same rules
will apply in other screens.
3.1 Search Filters
When accessing the shipments section, you will notice that the search filters are pre-defined. These
search filter layouts maybe changed to suit your own requirements.
You may also opt to customize your own filter layout by adding or removing filters and saving it for
their future searches.
Adding a Filter
To add a filter, simply press the plus button as shown in below. This will add a new, blank filter.
As per below, you may then select a filter from the drop-down list of the blank filter you just created.
Removing a Filter
To remove a filter, press the button to the right of the filter you want to remove.
To reset and undo any changes you have made and return to the default layout, press the reset layout
button as shown below.
3.2 Sorting information
Information can be sorted simply by clicking on any column head. Clicking twice will sort in INVERSE
order.
In this example clicking on ETD sorts by Estimated time of Departure
Using the same information clicking ETA will sort by Estimated time of Arrival
3.3 Exporting Information to Excel
Almost all WebTracker screens can be exported to Excel simply by clicking the “Export to Excel” button.
3.4 Customizing Columns
The search screen enables you to have multiple layouts that may be created and saved; Layout includes
the filters being selected (as explained above) AND also the way you choose to display and customize
the columns once the search results appear on the screen.
Custom
Layouts are
extremely
useful if
you have
variety of
different
searches
you
perform on
a regular
basis.
Once a layout is
created, it can
be saved with
the “Save
Layout” button.
Once you select the save layout button, a
dialog box will appear. Enter a description
for the layout, and press the OK button to
save the layout. You can create and save as
many layouts as needed. You may also
publish for all users in your company if
given the security rights.
Upon clicking OK, the filter’s name will appear next to the
Find button (as this is the currently selected filter layout).
Once you have saved one or more layouts, it is easy to switch
between them. Open the layouts drop-down box next to the
find button and choose the layout you wish to switch to.
To delete or rename a layout, select the “Manage Layouts” button. Upon selecting the manage layout
button a dialog box will
appear with a list of the
created filters.
Highlighting a layout
shows you what filters that
layout contains.
To delete a layout,
highlight a layout from the
list and press the delete
layout button.
To rename a layout,
highlight the layout from
the list and press the
rename layout button, then
enter a new name, and
press the OK button.
3.5 Documents
Viewing Documents
Clicking the View button will allow you to view documents from within the record. After clicking “View”
a screen similar to the one below will appear – you may simply open the document or save it to your
computer.
Adding Files
When “Add File” is clicked, a screen similar to the one below will appear:
1. Select the proper
document type
2. Click “Browse” to
find the document
3. Click “Upload and
Attach”
3.6 User
The User section consists of 3 different sub sections, each of which will be
discussed below:
• Company
• Password
• Log Off
Company
This may not be accessible to all users, if applicable, it will allow you to access other organizations you
may have access to.
Password
Clicking on “Password” will bring up the screen to the right
you may change your password from this screen:
All passwords should be a minimum of
8 characters in length, contain at least
one number and contain at least one
capital letter.
Log Off
Clicking “Log Off” will exit the program.
4 Forwarding
The Forwarding section consists of multiple sub sections- all screens behave similarly,
and select screens will be described below.
4.1 Orders
The Orders screen can show all of your current orders and can be configured as
described in chapter 3 – new orders can be created by clicking the “Place an Order”
button and will be described in a later chapter of this document.
4.2 Bookings
The Bookings screen can show all of your current Booking THAT HAVE NOT YET BEEN CONVERTED TO
SHIPMENTS, and can be configured as described in chapter 3 – new bookings can be created by
clicking the “Make a Booking” button, and will be described in a later chapter of this document.
4.3 Shipments
The Shipments can be configured as described in chapter 3 – individual shipments can be viewed by
clicking on a particular shipment – complete details on shipment records will be described in a later
chapter of this document.
5 Orders
5.1 Viewing Orders
To view an order – simply click on an Order #
The order information will appear:
5.2 Editing Orders
To edit an order, click the edit order button (above) – the screen below will appear – you may edit any
information in the order from this screen.
5.3 Notes and Save
Any notes can be entered under “Special Instructions” any
changes can be saved by clicking “Save”
5.4 Creating an Order
From the Orders Grid, clicking
“Place an Order” allows you to
manually create an Order – this
information will be seen in REAL
TIME by staff.
Your name will default as the
buyer – enter as much
information as known, click
“Save” when done
6 Bookings
6.1 Viewing Bookings
To view a booking – simply click on a Booking #
The booking information will appear:
6.2 Editing Bookings
To edit a booking, click the edit booking button (above) – the screen below will appear – you may edit
any information in the booking from this screen.
6.3 Notes and Save
Any notes can be
entered under “Special
Instructions” any
changes can be saved
by clicking “Save”
6.4 Creating a Booking
From the Booking Grid, clicking
“Make a Booking” allows you to
manually create a Booking – this
information will be seen in REAL
TIME by staff.
Your name will default as the buyer
– enter as much information as
known, click “Save” when done.
Creating a Booking from existing Orders
To create a Booking from an existing order, click “Enter Attached Orders
Details button. The screen below will appear click the box with 3 dots:
The screen below will appear – click on the Order you wish to add:
The Order will then be attached – if
there is an issue with select order, it will
be noted.
Save
Click “Save Booking” when done.
7 Shipment Detail
Selecting “Shipments” provides a list of shipments, which can be searched
by using the search criteria, or exported to Excel.
7.1 Viewing Shipments
Clicking on an individual shipment will open up details on an individual shipment.
Scrolling down the shipment record will reveal more information:
7.2 Milestones
The milestones section displays a description
of the milestone the estimated and actual
date of the milestone. The status of a
milestone is determined by the date entered
against the milestones.
If the date field and status field is blank this
means that no date has been entered by
Operations against the milestone of the
shipment.
Milestone Date and Color Legends
In WebTracker, you will find that some of the
date fields are color-coded. The colors
initially reflect when estimated dates are
populated in the date fields within EDI, then
change once the actual date is entered.
The colors indicate information as follows:
Dates Color
coding may also
applies to the
Transport
section:
7.3 Other Information – Transport, Goods/Packs, Orders, Containers,
Reference Numbers, Delivery Request, Custom Entry and Notes
