1. General.

 

Streamliner is a B2B platform, bringing companies together to collaborate on the inbound supply chain.  For more info see our website www.streamliner.cloud or consult our knowledge base on support.streamliner.cloud  

 

A user in your company will be invited to onboard your company in a streamliner community as principal. 

 

This mini guide describes the following steps:

• Invitation
• Register your company
• Support the flow of goods by creating your DC or factory(s)
• Invite other users
• Accept the collaboration as principal in a community of the 3PL & share information in the community

 

This mini guide is one of the 4 mini guides that are available to support your use of the Streamliner platform. Read more in the following mini guides.

• Book an appointment for inbound and outbound operations in name of your carrier
• Involve a carrier and follow-up
• Collaborate on the reception of goods

Prerequisites:

• Have the VAT N° of your company at hand.
• Use browser versions that are still supported by their manufacturers. 

2. The invitation. 

It all starts with an invitation. An email is sent to your company, inviting you to collaborate. This collaboration is free. The subscription is paid by the company that owns the community, most of the time 3PL. 

Please be sure to trust emails that are sent from our domain: streamliner.cloud

 

In the invitation you notice the person (John Buyer) that has invited you and the role (Principal) that your company will perform in this community. 

 

The principal role enables you to

• Book an appointment in name of a carrier to deliver or pick up the goods
• Communicate with the 3PL for any question regarding the appointment
• Assign and manage carriers 
• And a lot more to discover ...

In the next steps, we will create the company and the first user of your company on the Streamliner platform. Be sure to have your company's VAT N° by hand. 

 

3. Register your company.

You may safely click on the provided hyperlink in the mail:

 

The link opens a new tab in your default browser to register your company. 

In a couple of steps, you will create the first user with super administration rights and the company. This user will be responsible for the administration tasks. It’s important to note down the mail and the password that you use. 

 

The email address is used as a login on the Streamliner platform and is case sensitive as well as the password. This is the unique identifier for a user, use it well. 

 

Step 1: 

Give your company name, your last name and first name, your email address and the password that you will use.  The company name and the email must be unique and not in use on Streamliner.  Please try to use a strong password. 

 

Click ‘next’

 

Step 2 is bypassed, because the use of the platform is free for your company. 

 

Step 3: 

Streamliner is a B2B platform. The identity of your company is verified by using the VIES European public service. We do not allow the usage of Streamliner if your company is based inside Europe and does not have a valid VAT N°. This is public available information for all European citizens

As an example, you see the VAT N° of the company Streamside NV, that owns the Streamliner platform. 

 

You can conclude and start using the platform after validating the VAT N°. 

 

If your company is not a European based company, you can deselect ‘I am an EU customer’ to provide your legal company name and address outside Europe. 

 

If you wish that the administrative information regarding Streamliner is sent to another email than the email that is used to log in, you can provide a second administrative email address. 

 

Overview: 

During the last step you can verify the information that you provided and adapt if necessary. 

 

As an individual, you must approve the privacy policy and the cookie policy of Streamliner. Streamliner respects the GDPR privacy regulation, so we like to inform you which personal data is stored and which cookies are used. 

 

Once you approve the two policies, you can register your company. You can consult the Terms & Conditions of Streamliner if you want a paying account. 

Approve Privacy and Cookie policy after reading it. 

and create your account. 

 

An email is sent to your email address to validate your account. This 2-steps validation is needed to be sure that you provided an existing e-mail and that your company trusts emails from us. 

 

You receive an email from Streamliner to activate your account. Be sure to allow Streamliner.cloud as a valid trusted sender. 

 

You can safely click on ‘Activate your account’, to complete the registration process. You created the account for your company and added you as the first user. Congrats. 

 

You can now log in and start using Streamliner to collaborate with your customer. Please create at lease ONE location in your supply chain. This is a critical step in your onboarding process.  

Please, continue your onboarding for further work with your stakeholders. 

After logging in, you will see a screen similar to this. 

 

As soon as you click on the community that asks for your cooperation and you accept the invitation, the color of the community will turn into green.

 

Congrats, collaboration with the 3PL Company can almost start.  The step to create a location is mandatory, so please continue with chapter 4. 

 

4. Support the flow of goods by creating your DC or factory.

4.1. General

Streamliner gives the users a view on the different locations that are in use in the supply chain of your 3PL.  This information can be used to quickly validate addresses to load or unload, to pass your pick-up or delivery location to a carrier and to validate the time zones of the users/locations. On a longer term, you can use this information to visualize the different transportation flows that are in use, even with the volumes between the different locations to optimize your flows. And even to calculate your carbon footprint in the future. Th

 

We strongly advise to add the different locations in your own supply chain that are involved in your relationship as principal with the 3PL company. As a principal you need at least one pick-up or delivery location before you can start streamliner. This is not one of the locations that are managed by your 3PL. 

4.2. Supply Chain. 

In the menu option ‘Supply Chain’ you can add the location(s). 

 

 

You can make this as complex as you want, but start simple if possible. Just add your location to the root folder, if you have only 1 or 2 locations that need to be shared as pick-up or delivery locations with a type ‘Factory’ or ‘Distribution Center’

Every location has a name, a type, an address that has to be found by google maps, a telephone number and a switch to indicate if Yard management will be active Yes or No.

Enabling Yard management, enables the functionality to assign pick-up locations when you pass transport orders to a carrier. You or your carrier can not book a slot, without at least one location. 

 

Leaver the switch 'Enable yard management' to the default: true. 

Other settings like ERP reference, time slot, time windows, days open en opening hours are not important for your location.  This is only valid as 3PL company. 

 

5. Fine tune your profile and invite extra users.

5.1. Yours and companies profile

 

You can improve the experience by adding extra information, like an avatar to your profile and to the company's profile. 

 

An avatar or logo makes you and your company more visible and recognizable in the community. 

 

You can change your profile in ‘My profile’

 

You can change the companies profile in ‘Manage account’

 

5.2. Invite additional users.

 

Please give every user who will book appointments to load and unload and/or who will follow-up and collaborate a personal login. Making it personal improves the experience and gives a clear responsibility for everyone to contribute. It's also a good advice to add at least one extra user with role 'Company owner' in case of absence. 

 

Inviting extra users is done via the menu ‘users’. At least the name, personal email and role are required fields. The explanation of the different roles is found on the knowledge base. 

 

Every user that you invite will receive an invitation in their mailbox to join the Streamliner platform. 

All invited users are receiving an email with the request to activate their account. 

 

The invited user can safely click on ‘Activate your account’

To correct their name if needed, to provide a password to logon and to agree with the Cookie and Privacy Policy

User can enter the platform with his email and password once he/she accepts his invitation. Sorry to repeat but please ask each user to complete his own profile to improve the experience. Using an avatar makes the collaboration more personal.

 

6. Accept the collaboration as a principal in a community of the 3PL. 

 

Once you register your company, you have a pending invitation to join a 3PL community as a principal. 

A community is a place, a cluster, where you will collaborate around Inbound with the company of the 3PL , your customer, and eventually one or more carriers to service the transport. 

 

You can accept or decline the invitation of your 3PL

 

Once accepted, your company is part of the community. You can share messages, see the members, read the shared files and consult the locations. 

 

Make the community your ‘Home’ community if this is the only community that you are working in. You will directly dive into the ‘Home’ community when logging in. 

Do this by clicking on the ‘Home’ icon on the right button of the community .

 

Wish you all the best and happy visibility with Streamliner

 

Appendix 1: 

For any question regarding the use of the VIES European database, please visit VIES (europa.eu)