Amazon Relay Training Material

October 15th 2018

1
Index

Category Page

onboarding 3-5
Dashboard 6-7
Trips 8-21
Load Board 22-25
Driver Roster 26-27
Capacity Management Available in 2019
Performance 28-29
Payments 30-37
Carrier Account 38-41
User Profile 42
Give Feedback 43
Support Center 44
Functional Checklist 45
2
Onboarding: to register you as a ATS carrier

In order to start the onboarding

process, you must click this link
from the invitation email

3
Onboarding: Add company details and documents

Add company details,

upload a scanned copy
of your operating
license and input you
VAT information

4
Onboarding: Review your details and then click submit

Review and ensure you

‘Submit’ by selecting
the button at the
bottom of the screen

5
Dashboard: Dashboard shows current situation of the carrier

The ‘Dashboard’ view has a view of all trips/loads. Orange numbers mean that there is action required on your part
(either accepting a load, assigning a driver, entering load status, reporting delays)
The Dashboard will also be where additional product offerings are reflected (Payments, Performance and Capacity
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collection)
Dashboard: Dashboard shows current situation of the carrier

Widgets’ show Performance, Payments and Capacity for carriers with these features enabled. Clicking
on the blue arrow at the top left will take you to the detail pages for each 7
Trips: Trips Tendered shows all trips currently on route

Tabs will show all work in the

appropriate stage of the ‘load
lifecycle’

Orange circles with

numbers indicate trips
needing attention
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Trips: Trips ‘upcoming’ show detailed information of upcoming trips

Once a load is accepted, it moves to

the Upcoming tab. Typically, the
load will sit here until the first
arrival timestamp is added (via
guardshack or driver action within
the app in the future)

Once the load starts moving, it will

transition to the ‘In Transit’ tab and
once all timestamps have been
entered, it will move to the
‘Completed’ tab.

Loads that were rejected or

cancelled will move to the last tab.

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Trips: shows all work in the appropriate stage of the ‘load lifecycle’

The ‘Tendered’ Tab

shows all trips that are
currently assigned to
you. You’ll need to
accept these
trips/loads.

10
Trips: Search

You can search for

Trips/Loads by ID,
Locations, Start Date, etc.

This feature is available

within each trip tab

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Trips: Export, sort & filer

You can sort through

list of trips/loads by
various attributes and
you can export the list
as a .csv file

These features are

available on each tab
within the trips sections

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Trips: view details

Each Trip/Load shows the time to expiration (time to accept the load), the location of pickup and drop-off, the
distance of the haul and the estimated payout for the haul.

Clicking anywhere on the trip/load box will expand to show more details
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Trips: Expanded view

While expanded, you can see origin, destination, total distance and expected
payout. Within the load detail (in grey) you can see the time or expected arrival and
departure of each load, equipment type, load status (empty/full, etc.). 14
Trips: Export, sort & filer

Selecting ‘Accept All’

will accept all tenders

Selecting ‘Accept’ will

accept the individual
tender

Shows estimated distance,

duration, payout and ‘solo’
or ‘team’ icon
Orange bar indicates action is needed for this trip
* Orange throughout Relay indicates action is needed 15
Trips: Trips ‘In transit’ show detailed information of trips in work

You can see when a

load is canceled (X),
delayed ( ) or
completed (. )

In the
expanded Trip
Card, you can
report delay of
trips in transit

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Trips: Advanced Search allows the carrier to search for specific trips in a variety of ways

Advance Search will

take you to search page

Advance Search allows

you to search by status,
trip time, keyword and
start/middle/end
location

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Trips: Bulk assignment of equipment

Bulk Assignment of Equipment can

be added here for pre-registration
of assets

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Trips: Bulk assignment of equipment

Export trips to bulk assign

equipment via .csv file

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Trips: Bulk assignment of equipment

Once the trips file is exported, you

can add tractor, license plate and
trailer IDs in the subsequent
downloaded template

Once all assets are listed, save the

file locally.

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Trips: Bulk assignment of equipment

Upload the saved file using the

pop-up modal as shown. Once the
file is uploaded, click submit to
commit the asset to the VRID

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Load board: Review accept now pricing

Search for loads by Origin,

Destination, Departure Date, etc.

Sort Loads by start date, payout

amount, etc.

Access the Load Board Here 22

Load board: Review accept now pricing and details

Additional search criteria can be accessed by clicking the arrow on the left hand side of
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the search box
Load board: Save searched and enable email notifications

You can save your search and enable email notifications. When a load matching your
search criteria is present on the load board, you will receive an email and link to the
load.
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Load board: Review, book and confirm

Once you find a load you want to book, select Book and you will be prompted with a a booking confirmation.
Once you confirm, the load will move to your ‘Upcoming’ trip tab 25
Driver Roster: Driver Roster gives visibility of all drivers and detailed information

Within Driver Roster, you

can add invite drivers using
their email address and
‘resend’ invites if required

Driver status (Active,

Inactive, Invitation
Expired) is shown here
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Driver Roster: Add a driver

When you click ‘Add Driver’, you will see this pop up asking for the driver language of preference and driver email
address, which will initiate a driver email invitation.
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Performance: Performance tab allows the view of overall performance scores

You will have access to

Performance, showing
how you are performing
in your regions, broken
out between domestic
work and international
work

You will also be able to

drill down into specific
components that make
part of your overall
score On Time
Performance and
Compliance (Tech)

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Performance: Click to view more details

In the drill down

screens, you will be able
to view On Time, Tender
Acceptance and Tech
Usage details, trends
over time

You will also be able to

view reason codes and
specific details on loads,
trips and late events

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Payments: Payments allows you to draft and approve invoices

Payments Tab is available on the

left hand navigation

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Payments: View payment details, draft and approve invoices

Payment detail shown here

Draft Invoices to be
reviewed/approved are shown
here.

Approved Invoices are shown here 31

Payments: Approving a draft invoice

When approving a draft invoice, you should apply your own, unique invoice number.
This is mandatory. 32
Payments: If the draft invoice is incorrect you can dispute

Click … symbol, followed

by “Reject and Dispute”

However, if the draft invoice is incorrect per your understanding, you can Dispute the
invoice as shown. 33
Payments: File a dispute

In the “File Dispute” screen, you can enter VAT issues as well as other data issues.
Hitting Submit will open a Case to our disputes resolution team.
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Payments: After filing a dispute a case will be filed

A case will be filed automatically and Amazon team will reach out for additional
information to process the invoice
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Payments: Tips and Guidelines
TIPS / GUIDELINES:

We strive to pay our carriers on time and with the correct amounts. A few things which you can do to help us
achieve this goal are as follows:

- Ensure that you open the two cases (as per the existing SOP, attached below) if your trucks are delayed at an Amazon
warehouse: First, for reporting that your truck has been detained, and Second, for requesting Accessorial Amount approval.
Please answer questions which you may receive on the cases promptly to ensure timely resolution
- Your draft invoice will be generated every week, and you will receive an email notification about the same. Please ensure that
you review and approve/reject immediately to proceed with the final invoice and payments. If you dispute the invoice, please
monitor your email since Amazon may reach out to you for more information
- After opening the invoicing dispute, please prepare the information in a Recommended Format (details on next page)
- Ensure that you review “Dedicated” rates for the entire trip, not for individual VRID within the trip. E.g. A->B->C->D->A should
be reviewed for overall cost of trip, rather than individual rates for A->B, B->C, C->D, and D->A
- Ensure that the loads which you delivered in the previous week are showing ‘completed’. If they are showing as open (‘not
started’ or ‘in transit’), please enter the ‘Departure Timestamp from Origin’ and ‘Arrival Timestamp at Destination’ in Relay to
ensure that the load is completed, so that we can pay you for those loads. This step should be completed by every Monday,
by 12 noon, for all loads completed by Saturday 11:59pm in the previous week
- Finally, once you are on Relay Invoicing, please do not send invoices to Amazon Account Payable team. We will reject them

SOP - Reporting Detention and Requesting Accessorial Amount:

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Payments: Recommended dispute format

Recommended Dispute Format

After rejecting the invoice please provide the details of the dispute in the attached format.

Format Recommended (attached):

1 Settlement Number From the draft invoice generated
2 Carrier SCAC Your SCAC code present in the draft invoice
3 Tour ID This is relevant only if you are a dedicated carrier, this is also present in the draft invoice
4 VRID VRID which you want to dispute
5 Lane The lane for the VRID which is being disputed
6 BASE Manifest The base amount which is provided in the settlement
7 BASE Expected The base amount which is expected for the disputed VRID
8 Cancellation Manifest The cancellation amount which is provided in the settlement
9 Cancellation Expected The cancellation amount which is expected for the disputed VRID
10 Waiting Manifest The waiting amount which is provided in the settlement
11 Waiting Expected The waiting amount which is expected for the disputed VRID
12 Other Accessorials Expected If there is other accessorial/extra charge expected for the VRID
13 Total Manifested The sum of all manifested amount (#6 + #8 + #10) for the disputed VRID
14 Total Expected Total which is expected for that VRID
15 Disputed Amount Total Manifested - Total Expected
16 Carrier Comments Any comment which would help to explain the dispute
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Carrier Account: Update and manage your account

Carrier Account used to update

contact information, review
documents/agreements and
manage email notification
preferences
38
Carrier Account: Update profile and company profile

Use ‘Carrier Account’ ->

‘Company Profile’ to update
address and company phone
number

Use ‘Carrier Account’ -> ‘Company

Profile’ to update operating license

39
Carrier Account: Review, add and update documents

Use ‘Carrier Account’ ->

‘Documents’ to review
insurance requirements,
add new/updated
insurance documents or
delete expired insurance
documents

40
Carrier Account: View, add and update site users

Use ‘Carrier Account’ -> ‘Site

Users’ to view existing users and
add new users

When adding site uses, invite

them with a work email address
and set up their email
preferences (they can change
later) as well as establishing their
‘role’, Admin or Dispatched (who
can not see invoice details)

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User Profile: Change your profile details

In order to change your Name

and/or you phone number, you’ll
need to go to www.amazon.xxx
(your marketplace) -> Your Account
-> Login & Security

Use ‘User Profile’ to update your email preferences and change your role (if you’d like to change primary
administrator, you’ll need to have the administrator you’d like to designate as Primary onboard, switch yourself
to Admin or Dispatcher, then in the dropdown, select the Primary Admin when prompted
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Give Feedback: Rate Relay portal

‘Give Feedback’ allows users to rate Relay (1 to 5

stars) and provide feedback
43
Support Center: Address specific issues

‘Support Center’ is for carriers to address specific issues – Trips, File a Dispute, Tech Issues, etc.

44
 Checklist: Review what you can do

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