XPO Web Training Guide_clone

WHAT DO YOU
WANT TO DO
TODAY?

LTL.xpo.com

Your one-stop shop for LTL

NO PAPER. NO HASSLE. NO HEADACHES.

Our LTL.xpo.com customer portal provides you with We make it easy
all the resources you need to help plan and
manage your business and shipping any time Self service using the #1 rated LTL customer
you need to, 24 hours a day, 7 days a week. portal in the industry. Our web tools are designed
specifically for LTL shipping and are constantly being
improved based on feedback from our customers.

SHIP IT MANAGE IT SUPPORT

ALL THE TOOLS ESSENTIAL BEYOND SHIPPING, TOOLS TO HELP ADDITIONAL RESOURCES AND
FOR SHIPPING, INCLUDING: YOU TRACK, MONITOR AND SUCCEED: HELP IN JUST A FEW CLICKS:

Rate Quote Tracking Service and Weather Alerts
Bill of Lading Shipment Notifications Forms Library
Pickup Request Manifest and Summary Reports Fuel Surcharge
Shipment Density Calculator Claims Filing and Tracking LTL Help Center
Transit Time Map Proof of Delivery
Service Center Locator On-time Guaranteed Refund Schedule a demo
with your Account
LTL Headquarters: 2211 Old Earhart Road, Suite 100, Ann Arbor, MI 48105-2751 [email protected] (800) 755-2728 Executive to see
how you can save
RESULTS MATTERS.M © 2017 XPO Logistics time and money.

LTL.xpo.com Instructions

CUSTOMER REGISTRATION

Overview

Use these instructions to walk customers through the registration process if they need help.

Start the Registration Process 2
3
1. Go to https://LTL.xpo.com.
2. At the top of the home page, click Support tab.
3. Click Register.

4. Enter your Company Name and Company Street Address.
5. Select I’m not a robot and follow the directions presented.

4
5

6. Verify the information you entered is correct.

Note: If you misentered information, click Back to correct it.

7. Click Next. 6
7
The customer will see one of two screens:

▪ We were unable to match an account to the

information you provided.
o Go to When System is Unable to Match Account
on page 2.

▪ Create your LTL.xpo.com account credentials.

o Go to Create LTL.xpo.com Credentials on page 2.

1
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

CUSTOMER REGISTRATION, Continued

When System is Unable to Match Account 1a
2a
1. If the customer has an LTL PRO number that
was used with XPO, they should: 2b

a. Click the Find me by PRO Number
button.

b. Go to Use a PRO Number to Locate
Account on page 3.

2. If the customer does not have a PRO
number that was used with XPO, they
should:
a. Click the Contact Me button, complete
all the fields on the page, and then click
Next to be contacted by a Customer Care
Specialist within 24 hours.

b. OR, click Create Guest User to create
LTL.XPO.com account credentials.

Note: Accounts created as Guest Users will not have pricing attached to them.
Contact Web Support for additional assistance.

Create LTL.XPO.com Account Credentials 1

1. Enter your name, email address, location,
and phone number.

Note: Your email address will be
your user name for the site.

2. Create a password, following the requirements
to the right of the Password field.

3. Click Next to go to the confirmation page.

2

3

2
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions 4

CUSTOMER REGISTRATION, Continued
The confirmation page will direct the customer to check their
email and click the confirmation link to complete the
registration process.

Note: If the customer does not receive an email, they should
send an email to [email protected], or call Customer Care
at 800-755-2728.

4. In the email, click the link clicking
here to confirm the registration and
to access the site.

5. Log on to the site using the email address and password
used when registering.

5

3
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions
CUSTOMER REGISTRATION, Continued

6. Start using all of the web tools!

7

Use a PRO Number to Locate Account 1
2
1. Enter the PRO number in the Enter a PRO Number field.

2. Click Next.

Note: When the customer clicks Next, the registration
application tries to match this PRO number to a current
customer location in our system.

3. Select the location (Shipper, Consignee, or Third-Party) 3
that should be associated with the account and then click
Next.

Note: If no location was matched to the PRO, the
customer will receive the message “We were unable to
match an account to the information you provided”.

The customer should then click Contact Me and enter
their contact information for a Customer Care Specialist
to contact them.

4
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

BILL OF LADING

Overview

Use the Bill of Lading tool on LTL.xpo.com to:
▪ Create and submit a Bill of Lading.
▪ Print a Bill of Lading and labels.

Start a New Bill of Lading

1. From the LTL.xpo.com logon page, sign in using your registered user login credentials.
2. Click Ship It, and then select Bill of Lading from the list.

You can also select
CREATE BILL OF LADING

from the home page.

1
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

BILL OF LADING, Continued

Create a Bill of Lading

Create New BOL - On the Bill of Lading - Create page, follow the options to “…create a BOL from scratch (no
template).” To create a new BOL from a template, refer to Bill of Lading Template instructions.

Choose your role and payment method. If you
want to schedule a pickup request after submitting

the BOL, click Yes, and then click CONTINUE.

Shipper Information - Select a customer location from the list or use the default information from your
account login.

To change the shipper
information, type over the
information, or click one of

the locations on the
Customer Locations list.

▪ Also enter information in the Consignee Information and Bill-To Information sections.

2
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

BILL OF LADING, Continued

Commodities-

▪ In the Commodities section, enter the number of Pieces in the shipment, the Wt. lb. (weight),

and the Description of the material.

▪ Select how the shipment is Packaged and enter the NMFC (National Motor Freight

Classification) number.

▪ Select the Class (commodity class). If you are not sure of your class, contact your local service

center or account executive.

Tip: Enter a number and click ADD if you need more than three commodities.

Click the drop-down arrow if you have
descriptions from previous commodities.

These options can be customized and
reused for your personal account.

If the shipment includes hazardous
materials, check HazMat, and fill out the
Emergency Contact name and Phone.

3
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

BILL OF LADING, Continued
Special Services And Payment Method -

▪ Check any special services and select the payment method you intend to use (Prepaid or

Collect).

For a COD shipment, check the box if it is the
same address for the shipper. Then, specify the
COD (Cash on Delivery) amount and how it will
be handled. If there is no COD, skip this section.

4
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

BILL OF LADING, Continued

Customer Reference and Tracking Numbers -

▪ Assign a PRO Number by using one of the three options provided.
▪ Add custom reference numbers of your own choosing to the shipment (under Your reference

number), such as PO or Shipper’s Number, and track the shipment using this number.

Pickup Request -

▪ Select the pickup time and contact information. If the shipment is being picked up at your

location, then check .

▪ Click CONTINUE at the bottom of the page.

5
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

BILL OF LADING, Continued

Review and Submit

Review the information on the Bill of Lading - Summary page. If you need to make changes, click the
(Modify) link in each section.
Before submitting the BOL you have two options to choose from:

▪ Click SUBMIT BOL or,
▪ Click SUBMIT BOL & CREATE TEMPLATE. Before clicking this button, enter the template name.

To create a template, refer to Bill of Lading Template instructions.

After the BOL is submitted, you can also
perform another task listed on this screen.
Choose from the three options and click GO.

6
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

BILL OF LADING, Continued

Print Labels and BOL
▪ To print a Bill of Lading, click Print Center at the top of the screen.
▪ Select the time range for the BOLs or labels you want to print:
▪ Click RETRIEVE.

Print BOL: and click CONTINUE.
1. Check one or more Bill of Ladings from the list, select .
If you want to add a signature, check

2. The BOL/BOLs displays in a separate window. Review the form, and click Print .

Print Label: Labels can only be printed for BOLs that have a PRO number pre-assigned to them:
1. Select the type of label you want to print - Shipping Label or PAPS Label.
2. Check the BOL you want to print labels for.
3. Choose a start position for the label, then click CONTINUE.

4. The label displays in a separate window. Review the label and click Print .

7
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

BILL OF LADING TEMPLATES

Overview

A BOL template is a fully or partially-completed and un-submitted Bill of Lading that can be reused.
Templates do not have to be complete to be saved; for example, you could build a template that
contains all required information except the quantity. When you know the missing information, simply
enter it and submit the template as a BOL.
Use the Bill of Lading tool on LTL.xpo.com to:
▪ Create a template from scratch.
▪ Create a template from an existing Bill of Lading.
▪ Create a custom commodity description (reusable data for a BOL).

Start New Template

1. From the LTL.xpo.com logon page, sign in using your registered user login credentials.
2. From the LTL.xpo.com home page, click Ship It, and then select Bill of Lading from the list.

You can also select
CREATE BILL OF LADING

from the home page.

1
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

BILL OF LADING TEMPLATES, Continued

Create a Bill of Lading Template

1. On the Bill of Lading - Create page, click the Templates tab.

2. On the Bill of Lading - Templates page., select your role and click CREATE NEW TEMPLATE.

You can also use the links to upload spreadsheets and
create a BOL template. The second link (click here),
allows you to share templates with someone else in

your company by copying your templates to their profile.

2
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

BILL OF LADING TEMPLATES, Continued
3. On the Creating Template page, fill out the BOL template like you would for a one-time Bill of

Lading. (Refer to the Bill of Lading Instructions for additional information.)
4. When you are satisfied with the template, click CONTINUE at the bottom of the page.

5. Review the information on the Bill of Lading - Create Template page.
6. Enter a name for your template in the Enter new Template name field and then click SAVE AS.

3
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

BILL OF LADING TEMPLATES, Continued

Locate a Saved Template

1. Click the Templates tab and select your saved template from the dropdown.
2. Click VIEW/EDIT TEMPLATE and make any changes by clicking the (Modify) link for each BOL

section.

▪ On the Bill of Lading - Template page you can also search for, rename, and delete

templates.

OR
3. Click the Create tab and select your saved template from the dropdown.
4. Click GO and create a BOL from your template.

4
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

BILL OF LADING TEMPLATES, Continued

Create a Template from a Submitted BOL

Instead of creating a template from scratch, you can use a submitted BOL.
1. Click the Submitted BOLs tab and select a submitted BOL from the dropdown.
2. Click CREATE TEMPLATE.

▪ The Submitted BOLs tab is also useful for printing, emailing, and updating the Bill of Lading.
▪ Only a completed and submitted BOL can be printed; templates cannot be printed or used in

place of a valid, submitted BOL.

3. Enter a name for your template in the Enter new Template name field and then click SAVE AS.

5
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

BILL OF LADING TEMPLATES, Continued

Create a Custom Commodity Description

1. Click the My Data tab.
2. Enter a new commodity description in the Description field and click ADD TO LIST.

▪ Stay organized by modifying or deleting commodities in the description list.

Now, when you reach the Commodities section in the Bill of Lading, you can use the dropdown arrow to
select your personalized description and have it entered into the Description field.

Using the Bill of Lading template and a custom Commodity Description are great ways to boost
efficiency and provide consistencies in your business.

6
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

PICKUP REQUEST

Overview

You can use the Pickup Request tool on LTL.xpo.com from your computer, tablet, or smartphone.
The tool enables you to:
▪ Create a new pickup request from scratch or from a previous pickup request.
▪ View a list of pickup requests you have already created.
▪ Update an existing pickup request.
▪ Cancel a pickup request.
Web registered users of LTL.xpo.com can create pickup requests and use the View, Update, Cancel, and
Duplicate features. You can also create a pickup request as a guest; however, some functionality will not be
available.

Create a New Pickup Request

1. From the LTL.xpo.com logon page, sign in using your registered user login credentials.
2. From LTL.xpo.com home page, click CREATE PICKUP REQUEST.

1
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

PICKUP REQUEST, Continued
3. On the CREATE NEW REQUEST tab, complete all sections in the New Pickup Request form.

Click the information icon
at the top of each section

to see more detailed
instructions for

completing that section.

4. At the bottom of the form, click REVIEW REQUEST.

2
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

PICKUP REQUEST, Continued
5. On the New Pickup Request Review page, carefully look over the information you entered

in all sections.
6. At the top or bottom of the Review page, click SUBMIT REQUEST at the top or bottom of the page.

Note: You must click SUBMIT REQUEST for the pickup request to be processed.

To change anything
before submitting:
• Click EDIT at the top

of the section (or
sections) you want to
change.
• Edit any fields that
are incorrect.
• Click SAVE.

The Request Submission Confirmed page displays. From here, you can view your request confirmation
number and again review the details of your request.

Click to access a list of actions
that you can perform related to

this request. If an item in the
list is grayed out, that action is
not available for this request.

3
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

PICKUP REQUEST, Continued

View a List of Your Pickup Requests and Update/Cancel/Duplicate Requests

On the Pickup Request Home page, click the VIEW PAST REQUESTS tab.

The Pickup Request List displays all of your pending, current, and canceled requests.

Select start and end dates to Enter a keyword to filter the Click the
display pickup requests submitted list (for example, by a information icon to
see definitions of
within a specific date range. particular pickup location
or service center). all columns and
actions.

Once a PRO number is
assigned to the

request, it appears
here. Click the number

to track the request.

Click the three dots to
select from a menu of
actions that can be
performed on a request.
Possible actions are:

If you have multiple pages
of requests, use arrows to
move forward and back.

If an action is grayed
out, it is not available
for this request.

Note: When updating or duplicating a pickup request, you will edit and save each section as shown in the
earlier Steps 5 and 6 of these instructions.

4
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

RATE QUOTE

Overview

Use the Rate Quote tool on LTL.xpo.com to:

▪ Create a new rate quote.
▪ Review your previous rate quotes.

Start a New Rate Quote
1. Go to LTL.xpo.com and

click GET RATE QUOTE.

2. Enter your Username and Password.

Note: If you do not log in, you may continue with a non-registered quote by clicking Continue As Guest;
however, the quote will not include customer-specific rates or pre-filled information. The rest of this
document contains information and screenshots based on examples of logged in accounts.

3. On the Rate Quote page, select the account for which you want the quote.

1
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated November 2019

Rate Quote Instructions

RATE QUOTE, CONTINUED

Tip: Use the PREFERRED and RECENTLY USED tabs to help you find your accounts more quickly.
On the PREFERRED tab, you can manage which accounts are shown by clicking Manage preferred
accounts.

4. Once you’ve selected an account back on the ALL tab, click NEW QUOTE.

5. Complete the following details:
a. If the account you selected is Pickup/Delivery, select the role of your account in the shipment (Shipper or

Consignee).

b. If the account is the Shipper, select the Country of the consignee. If the account is the Consignee, select

the Country of the shipper. If the account is Bill-To, choose the From Country and the To Country.

c. Select the Postal Code or City/State.

Note: If you select United States or Canada, you will be asked for a Postal Code. If you select Mexico,
you will need to select a City/State.

Tip: If you do not know the Postal Code, you can click the Search icon.

d. Enter or select a date for Shipping.
e. Select Prepaid or Collect for Payment Terms.
f. For each commondity, enter the Class and Weight and select the check box if it contains Hazmat.

2
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated November 2019

Rate Quote Instructions

RATE QUOTE, CONTINUED

Tip: Turning on Dimensions allows you to provide more details for the shipment. Entering
Dimensions will improve the accuracy of the rate quote, especially for large and heavy
shipments. You can also use the Density & Class Calculator to help you determine the class
for your density-based shipments.

Note: Dimensions is automatically selected and required for shipments to and from Mexico, Alaska,
Hawaii, and Puerto Rico.

6. You can include some optional details, including:
a. Pallets - entering the number of pallets is optional; however, if your pricing agreement has a pallet

provision, be sure to include it if this is needed for your rate quote.

b. Excessive Length - if checked, you can select the specific, excessive length for the shipment.

Tip: Adding the excessive length here allows you to get a quote for Excessive Length shipments
without entering the complete shipment dimensions above. Length can only be entered in one or
the other location.

c. Additional Service Options - select the Additional Service Options needed for the shipment quote.

Note: This list of Additional Service Options changes based on your selections in the sections above.
For instance, if you selected a destination in Mexico for the ship to or from, you would see Border
Crossing under Miscellaneous.

d. Comments.

Note: These comments are for your reference only. These are not notes for XPO Logistics drivers or
other XPO Logistics employees.

7. Click Get Rate Quote.

Note: Some rate quotes might require manual review after being submitted. An example is shipping
hazmat from Mexico.

3
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated November 2019

Rate Quote Instructions

RATE QUOTE, CONTINUED
Review your Rate Quote
1. Click DOWNLOAD to create a PDF of the information on the Rate Quote page.
2. Click items in blue to see additional details.
3. Pricing Breakdown provides an itemized listing of charges for the rate quote.

1
2

3

4
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated November 2019

Rate Quote Instructions

RATE QUOTE, CONTINUED
Next Steps

Once you have reviewed the rate quote, you can create a new quote or select a quote to proceed with creating a
shipment.

1. If you want to create a new quote, click Back to Accounts or RATE ANOTHER SHIPMENT.
2. If you want to select a quote to use for a shipment, click either:

a. CREATE BILL OF LADING
b. SCHEDULE PICKUP

5
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated November 2019

Rate Quote Instructions

RATE QUOTE, CONTINUED
View Previous Quotes
1. On the Rate Quote page, select an account and click HISTORY.

2. Select the previous quote you would like to view.

6
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated November 2019

Rate Quote Instructions

RATE QUOTE, CONTINUED
3. Both the Standard and Guaranteed(G!) Service quotes are available for viewing. Click the tabs to switch

between the two.

7
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated November 2019

LTL.xpo.com Instructions

TRACK A SHIPMENT

Overview
You can track shipments from your computer, tablet, or smartphone using the tracking tool on
LTL.xpo.com.

1. If you are a registered user, log on to
LTL.xpo.com.

2. Click Track Shipment.

Note: You do not have to be registered on the
site to track shipments, but logging on will allow
you to track a shipment using a pickup request
confirmation number, purchase order number, or
reference number, and also view shipment
documents. To register, click the Support menu
at the top of the page and then click Register.

2

3. Enter the tracking number(s). 3

Note: To save time, copy and paste the numbers
into this field. You can enter up to 35 tracking
numbers.

4. If you have an account and are logged in, you
can select previously tracked numbers by
clicking Select recently tracked shipment and
selecting a shipment from the list.

5. Click Track.

5

If you entered only one tracking number, 4
skip to Step 8.

1
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

USING THE TRACKING TOOL ON LTL.XPO.COM, Continued

6. On the Multiple Tracking Results page, use the filter and sorting options to narrow down your results.
The screenshot below shows the desktop/laptop version of the page.

Click to search within results. Click for help.

Click a column header
to sort by that column.

Click a PRO number Click to open a pop-up Click to
to open shipment window with status. search
details page. again,
From there, you can also print,
access shipment details. email, fax,
or save as
PDF.

View details, history, and
documents related to the PRO.

Use the page select tools to move between pages and
to change the results that show on the page.

7. Click the PRO number for the shipment you want to track.

2
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions
USING THE TRACKING TOOL ON LTL.XPO.COM, Continued
8. On the Tracking Results page, view tracking details, shipment details, history, and associated

documents.

3
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

MANIFEST REPORTS

Overview

Use the Manifest Reports tool on LTL.xpo.com to:
▪ View the manifest report online.
▪ Schedule a manifest report online.
Manifest reports give you the visibility you need to view and monitor shipment status during transit and
delivery. These reports are available via email and fax through report scheduling or for viewing online at
your convenience.

Access Mainifest Reports

1. From the LTL.xpo.com logon page, sign in as a registered user.
2. From the LTL.xpo.com home page, click Manage It and then select Manifest Reports from the list.

1
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

MANIFEST REPORTS, Continued
3. From the Manifest Reports main screen:

a. To view a report online, either click View Report Online or click the View Report Online tab. (Go
to Step 4 in these instructions.)

b. To schedule a report, either click Schedule a Report or click the Schedule a Report tab. (Skip to
Step 7 in these instructions.)

a
b

Refer to the report descriptions
listed in this section.

2
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

MANIFEST REPORTS, Continued

View Report Online

1. Click the View Report Online tab and complete the Select report options section.

Click to select a
Shipment:

Click to select a View:

Click to select a Click to select an
report Type: Output Format:

Click to include DELIMITED = create
a spreadsheet
shipments delivered
within the last 1 to 7

business days:

2. In the Select an account section, identify the account for which you want to view the report by either:

a. Selecting a recently viewed account from the dropdown. If you frequently visit certain accounts,
click Edit this list and customize your selections.

b. Selecting from your list of accounts. If you notice something is missing from this list, select
click here to request additional accounts.

a
b

If you are shipping or receiving, select the account
notated with a (P) for Pickup and Delivery.

If you are a third-party payer, select the account
notated with a (B) for Bill-to.

3
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

MANIFEST REPORTS, Continued
Once you select an account the Manifest report will begin to load.
These reports are dynamically generated and may take a moment to display.

Below is an example of the Manifest Report Inbound/Outbound All Shipments.

The report displays each The Status link lists definitions of
shipment by row, and all the available statuses.

includes the shipper and Click Select more info to view
consignee information. documents associated with the shipment.

Reference numbers such as the PRO
number, PO number or internal

reference number you assigned to the
shipment are also included.

Select a document, and then click VIEW to
display that information.

4
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

MANIFEST REPORTS, Continued

Schedule a Report

1. Click the Schedule a Report tab and, in the Select an Account section, select the account for which you
want to view the report by either:
a. Selecting a recently viewed account from the dropdown. If you frequently visit certain accounts,
click Edit this list and customize your selections.
b. Selecting from your list of accounts. If you notice something is missing from this list, select
click here to request additional accounts.

a
b

2. In the Select the report type section, use the dropdowns to select the type of report you want to
schedule and also the data you want to see in the report. Click CONTINUE or click START OVER to
reset the selections.

5
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

MANIFEST REPORTS, Continued
3. In the Select the report

schedule section, enter
the time of day and
frequency that you want
the report to run and
then click CONTINUE.

4. In the Select Delivery
Options section, select
the mode of delivery for
the report, enter email
addresses for other
recipients, and then
click CONTINUE.
Note: Your account
email address is
selected as the default.

After you click CONTINUE, you
will see the confirmation page.
If you want to continue viewing
the scheduled reports, click the
View Scheduled Reports tab.

6
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

SUMMARY REPORTS

Overview

Use the Summary Reports tool on LTL.xpo.com to view:
▪ Five different Inbound Summary Reports
▪ Five different Outbound Summary Reports
Reports are not available for guest users. These instructions display the five different inbound summary
report options and briefly describes each report. Inbound/Outbound Summary Reports are identical reports
with the exception that one is inbound and the other is outbound.

View Summary Reports

1. From the LTL.xpo.com logon page, sign in as registered user.
2. From LTL.xpo.com home page, click Manage It and select Summary Reports from the list.

1
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

SUMMARY REPORTS, Continued
Step 1: Options – Select a Summary Report:

a. From the list, select either Inbound or Outbound.
b. Select a report type: Activity Report, Exception Report, Lane Analysis Report, Service Performance

Report, or the Top 20 Vendors/Customers Report.

ab

Step 2: Account Selection – Identify the account for which you want the report by either:
a. Selecting a recently viewed account from the drop down. If you frequently visit certain accounts,
you can click on Edit this list and customize your selections.
b. Selecting from your list of accounts. If you notice something is missing from this list, select
click here to request additional accounts.

a
b

If you are shipping or receiving, select the account
notated with a (P) for Pickup and Delivery.

If you are a third-party payer, select the account
notated with a (B) for Bill-to.

2
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

SUMMARY REPORTS, Continued

Explanation of Reports

Activity Report is a 13-month snapshot of total shipment activity that includes volume, weight, miles,
payment type, and more.

Each report has account information listed
at the top. Click the blue links to view

more information about account details.

Each report has blue numbered links. Click these links to view
more information about the shipment or other activities.

Exception Report lists information about shipments with delivery issues. You can view details on
Appointments, Part Short, and refused shipments by clicking the numbered links in the list.

To display these reports in an excel sheet, click
the Spreadsheet button at the top of the page.
You can also print, email, and fax these reports.

3
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

SUMMARY REPORTS, Continued
Lane Analysis Report is a monthly breakdown of shipments by state. This report displays the total
shipments for each state, including weight, dollars, and total pieces for each of those shipments.

Service Performance Report provides details about XPO Logistics' on-time performance statistics for
the account location.

4
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

SUMMARY REPORTS, Continued
Top 20 Vendors/Customers Report lists the names, addresses, and ranks of your top customers and
vendors. Information is displayed for the current month, the previous month, and year-to-date. You can
click on the blue numbered links to display more details about these items.

5
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

SHIPMENT NOTIFICATION

Overview

Use the Shipment Notification tool on LTL.xpo.com to:

▪ Track individual shipments by PRO number or any reference number.
▪ Track shipments by pickup location, delivery location, or both.

Access the Shipment Notifications Tools
1. Go to LTL.xpo.com, and log in.
2. At the top of the page, click Manage It > Shipment

Notifications.

Create a New Notification for an Individual Shipment

1. From the Shipments Notifications page, click .

2. Under Recipients, enter up to three email

addresses.

Note: The first email defaults to Shipment
Notification user’s address.

3. (Optional) Enter a comment relevant for each

address.

4. Under Notification Type:

a. Select Shipment if not already selected.

b. Select Reference Number or XPO

PRO.

▪ If you selected, Reference Number,

type a number in the BOL, PO, or
other field.

▪ If you selected XPO PRO, type a

PRO number in the blank field.

1
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

SHIPMENT NOTIFICATION, CONTINUED

5. Under Event Statuses, select Pickup/Delivery or All Statuses.

Tip: Clicking All Statuses displays a longer list of event statuses. Using this option also allows you to
receive notifications when a delivery has not yet been attempted.

6. Check the statuses you want email notifications for.

Tip: You can select statuses individually, use the Select All option, or use the Select All and then de-
select any statuses you don’t want.

7. Click .

2
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

SHIPMENT NOTIFICATION, CONTINUED

Create a New Notification for a Location

Note: Rather than creating shipment notifications for locations, many users prefer to create reports using the XPO
Manifest Report tool. Go to Manage it > Manifest Reports to access this tool.

1. From the Shipments Notifications page, click .

2. Under Recipients, type up to three email addresses. [email protected]

If desired, enter comments for some or all addresses.
Note: The first email defaults to Shipment Notification
user’s address.

3. Under Notification Type, select Location.

Click .

4. In the Select location window:

a. Click on the location you want. You may need to

scroll down to see all the locations for your
account.

Note: Selected location is yellow-highlighted.

b. Click

Note: Selecting a Bill-To location will send
notifications for all locations for which the selected
Bill-To pays charges. Selecting a Corporate
location will send notifications for all P&D
locations and Bill-to locations under that corporate
hierarchy (This is based on options selected
under Send notifications for:. See next step).

5. Under Send notifications for:, select Inbound

shipments, Outbound shipments, or both.

6. Under Event Statuses, select Pickup/Delivery or All

Statuses.

Note: See Steps 4 and 5 on the earlier page.

7. Click .

3
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

SHIPMENT NOTIFICATION, CONTINUED

Review, Delete, or Edit Your Existing Notifications

Once you have created shipment notifications, you will see them listed. Notifications created for individual
shipments display on the Shipments tab. Notifications created for locations display on the Location tab. Review
lists to see at a glance:

▪ PRO, reference number, or location for which each notification was created.
▪ Recipients to whom the emails are sent (if there is more than one recipient, you can see all of them when

viewing the notification in the edit page).

▪ Statuses for which you selected to be notified.
▪ Type of shipments to include (inbound, outbound, bill to, or any combination of the three) for which

notifications are sent. This is shown for location notifications only.

▪ Click the icon to delete a notification.
▪ Click the icon to edit a notification.

4
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Internal Use Only | Do Not Copy or Distribute | Updated October 2019

LTL.xpo.com Instructions

CLAIMS FILING AND TRACKING

For registered users, log in to LTL.xpo.com.
Note: Unregistered users only have the ability to
submit claims and look up claim status. Other
features mentioned in these instructions are
available to registered users only.

From the Manage It menu, select Claims Filing and
Tracking.

All Claims

bc d e fg h i a
jk

a. + New Claim Button to start a new claim to file.
b. Claim #
The number generated when the claim was submitted. If a claim has been saved
c. Customer Ref. # but not submitted, it will indicate DRAFT.
d. PRO # Click the claim number to view details of the submitted claim and status. While
e. Filed viewing a claim, you can take additional actions such as sending or reviewing
f. Shipped messages with the examiner or filing a rebuttal.
g. Claim Amount
A unique reference number from the customer to identify the claim.

The PRO # on which the customer filed the claim.

The date the claim was submitted.

The date the freight was shipped.

The requested amount for the claim.

1
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Do Not Copy or Distribute | Updated April 2019

LTL.xpo.com Instructions

CLAIMS FILING AND TRACKING, CONTINUED

h. Paid Amount The amount paid on an approved claim.
i. Examiner
j. Status The XPO Logistics Claims Examiner assigned to the claim.

k. Actions The status of a claim. For example, Unsubmitted, Under Review, Declined,
Approved.

Note: A Claim in Approved status indicates a check has been issued.

Available actions to take on a claim.

▪ Click to view messages from the claims examiner or leave a note for the
examiner.

▪ Click for additional actions available based on the status of the claim.

For claims that are Unsubmitted or Submitted, available actions are:

 Update/Amend Claim
 Cancel Claim

For claims that are Under Review, available actions are:

 Upload Documents
 Cancel Claim

For claims that are approved or declined, available actions are:

 File Rebuttal

Claim Filing .

1. On the All Claims screen, click

2. In the PRO# field, enter a valid PRO number.

Note: The PRO must be for a billed PRO and is
not a duplicate for the claim to be submitted.

3. In the Customer Reference # field, enter any

customer reference numbers. This field is optional.

Commodity Details
4. From the Claim Type drop-down, select the type

of claim.

a. Damage
b. Freight
c. Shortage

2
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Do Not Copy or Distribute | Updated April 2019

LTL.xpo.com Instructions

CLAIMS FILING AND TRACKING, CONTINUED
5. From the Condition drop-down, select the

condition of the shipment.

a. New
b. Used

6. In the Part/Model # field, enter any part or model

information. This field is optional.

7. In the Claimed Amount field, enter the amount of

the claim.

a. From the drop-down, select USD or CAD.

8. In the Claimed Weight field, enter the weight of

the commodity.

a. From the drop-down, select LBS or KGS.

9. In the Pieces field, enter the pieces of the claimed

commodity. This field is optional.

10. In the Description field, enter the description of

the commodity.

11. If additional commodities need to be added, click .

3
©2019 XPO Logistics, Inc. CONFIDENTIAL AND PROPRIETARY MATERIAL | Do Not Copy or Distribute | Updated April 2019