How do I order and add a block of PROs?

Purpose

This article explains how to:

• • Order blocks of PRO numbers from carriers
  • Locate client information and location lists
  • Submit completed PRO blocks to IT through Jira

 

Ordering Blocks of PROs (SmartTMS Clients)

Step 1: Identify the Client and Carrier

Use the Low PRO Warning email to identify:

• • Carrier → listed on the second line
  • Client → listed on the last line

 

Step 2: Determine How Many PROs to Order in SmartTMS

• • Open SmartTMS
  • Navigate to the Client tab on the left side of the screen
    (building icon)
  • Search for the client
  • Click the ellipsis (...) beside the client name
  • Select “Pro Number Blocks”

Review Existing PRO Blocks

On the Pro Number Blocks page:

• • Search for the carrier
  • Review existing blocks
  • Check the Used column to determine how many additional PROs are needed

 

Step 3: Locate the Client Location List

Navigate to:

Corporate → Logistics → LTL Client Information → Active Accounts

Then:

• • Open the client folder
  • Open the Location List folder
  • Use the most recently updated location list

 

Step 4: Email the Carrier

Use the following template:

Can I please get a block of _____ electronic PROs for bill to location:

__________ c/o AFS

PO Box 18170

Shreveport, LA 71138

For any individual location information, please see attached locations list.

 

Carrier Email Addresses

Carrier emails can be found on the Corporate Drive:

Account Manager folder → “Copy of MASTER list for carrier logins”

 

Ordering Blocks of PROs (Excellence and KC TMS Clients)

Step 1: Gather Request Information

The Account Manager should provide:

• • Client name
  • Carrier name
  • Number of PROs needed

 

Step 2: Locate the Client Location List

Navigate to the Corporate Drive:

Corporate → Logistics → LTL Client Information → Active Accounts

Then:

• • Open the client folder
  • Open the Location List folder
  • Use the most recently updated list

 

Step 3: Email the Carrier

Use the template below:

 

Can I please get a block of _____ electronic PROs for bill to location:

__________ c/o AFS

PO Box 18170

Shreveport, LA 71138

For any individual location information, please see attached locations list.

 

Carrier Email Addresses

Carrier emails can be found in the Corporate Drive:

Account Manager folder → “Copy of MASTER list for carrier logins”

 

Adding Ordered PROs to the TMS

Once the carrier provides the PRO block, submit a Jira ticket.

 

Create a Jira Ticket

Navigate to JIRA:

Choose Client Support → Client Request

 

Complete the Ticket

Summary

Adding Block of Pros for Client/Carrier

Description

• • Copy and paste all PRO information received from the carrier

Required Fields

Field	Selection
Client	Select client from dropdown
Service Area	LTL
Billable	No
TMS Support Need	Add Blocks of Probills

 

Attachments

Attach:

• • Carrier email
  • PRO documentation
  • Any supporting files received from the carrier

Then submit the ticket.