This document picks up at the point the agreement has been completely set up.
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To kickoff the execution phase, you will send out an email with a snippet of the Yak Mat Agreement Notification for the agreement
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These people / groups should be included in the email
Freight Vendor email if applicable
Origin contact email address
Sales team member
Procurement team if new mats from a mill
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The subject line of the email should include the following
Agreement number
Customer
Delivery city, state
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The body of the message should include the following details along with the snippet
When deliveries should start
Daily volume goal
Any specific delivery instructions
Any specific loading instructions; A grades first, 3ply mats first, etc
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You can access the Yak Mat Agreement Notification template in SSRS reporting.
You can filter down to Shipping or Returning
And the destinations, origins, and Carrier info can be filtered down to what you need
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This is how a complete and ready to send out report looks like
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If pre-fab tickets are required, you will have to include them on the email as well
Always provide as much info as possible on what mats, origin, destination, and when to expect trucks on email to vendor
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Also include info about returning completed tickets to [email protected]
You can even include them on the email
Try to share the least amount of customer information with a 3rd party vendor
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Pre-fab tickets are part of the ticket page in YMT
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On the right side of the page is a Generate Ticket button
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It gets you to this page
You will complete each of those fields, everything but the quantity being a drop down list. The quantity should be the number of loads needed to move the mats
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Once everything is completed, you will hit the Generate Tickets button
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You will end up on this page, the document all the way to the right is the download button for the ticket(s) that were created.
If you end up not using all of the tickets by the end of the project, you can ask the BOL team to delete them from the agreement.
It’s also super important to try and stay caught up with pre-fab tickets being entered into the system to ensure we don’t over or undership mats to the customer
Once the agreement has been sent to the freight vendor, part of the continued responsibility is making sure that trucks are getting booked & loaded. You can utilize the tickets section of YMT to see what’s getting loaded, how many mats per truck, and total shipments by grade or mat type/size
You can also utilize Yak Trak, more details can be found in that section of this guide
There are multiple issues that can arise when shipping mats into a project. Those issues and the resolution are covered in the Things to Know section of this guide.