Client Experience
This space contains all internal documentation specific to the Client Experience; including workflows, ownership clarity, metrics explanations, and system guidance.
Core CE Processes
Systems & How-To Guides
- Omega USA or Bray USA User Creation in SmartTMS
- Bray SmartTMS Login Issues After SSO Integration
- SOP: Fred Jones – AER & Holman Rebill Process
- Watsco New User Setup (SmartTMS, OSD & SVP)
- Sports South Offshore Shipments – Quoting & Processing SOP
- Common SmartTMS Errors and Initial Troubleshooting
- How do I order and add a block of PROs?
- How do I request a special production for a client?
- How to Request Proof of Payment / Remittance from Finance
- How to Identify if a GVL client is Settlement vs. Voucher
- How do I find GL coding logic for my GVL client?
- How do I submit a new EDI setup ticket?
- Query Builder - Aptiv
- Appendix D - Aptiv and Cyprium/Versigent
- How do I pull an SS Report in Accuterm?
- How do I access the charge page in Accuterm?
- How do I quote a shipment or verify a quote in Accuterm?
- How do I check the status of an invoice in Accuterm?
- How do I look up a freight bill status report in Accuterm?
- Query Builder - Heidelberg
- Heidelberg USA - Misc Location Review
- How do I pull true non-parcel audit savings for a Greenville Client QBR?
- Query Builder - PCA
- How do I update a SQL report subscription?
Metrics, Reporting & Client Explanations
- How do I show my client where to find backup to the AFS Parcel Service Audit invoices?
- SmartAudit Terminology Guide
- Aptiv - Parcel Account Setup Process
- Genuine Cable Group - Weekly Obligation Detail Reports
- Genuine Cable Group - Weekly Flat File
- Genuine Cable Group - Monthly Parcel Service Audit Report
- Genuine Cable Group - Monthly Least Cost Carrier Reporting
- Genuine Cable Group - Monthly Parcel Contested Report
Fast Answers & Reference
- Carrier Support Contacts & Escalation Guide
- Internal Answers to Common Questions
- AFS Client Services Glossary & Acronyms
- Client‑Facing Answers to Common Questions
- Quick Reference: API vs. EDI Client Setup
- EDI & Flat File Processing at AFS
- Parcel Missing Accounts and Lost Access
- CE Escalation Points of Contact