🔧How to use the Small Pack tool
General Notes
Upload one invoice per file. Multiple invoices on an upload will not provide accurate results
ℹ️ Information Icons are present across the application, hovering on any will reveal more details or formulas.
Step 1: Create or access a prospect
To begin, either create a new prospect or access an existing one in the system. A prospect represents a potential or current customer you’re working with. You’ll need to associate any relevant invoices with this prospect for accurate cost analysis
Create a New Prospect:
Click the top right '+' icon
Add the prospects name (this is required)
Add Rep, if desired
Creating a Prospect
Access an Existing Prospect:
Click on the prospects name
Accessing a Prospect
Step 2: Upload Prospect invoices
Pro tip: You can upload multiple files at once!
Select the top right '+' button. Alternatively, click the 'actions button' on the invoices tab
Select 'Import Invoices'
Drag and Drop your desired files. Alternatively, click the displayed box and select your desired files!
Click 'Upload Invoices'
Invoices will begin processing in our AI extraction system
Once Invoice status changes to 'Ready', you can begin the review process
Upload an invoice
Step 3: Review uploaded invoices
While on the 'Invoices' tab, click the name of the invoice you want to review
This will take you to the Invoice review page
Review or modify shipment details as desired
Once complete, save and return to the prospect details page by clicking the top left back icon.
Invoice review
Bulk Edit:
Bulk editing allows you to implement mass change to all or some of the desired shipments.
Select the checkboxes of the shipment rows you would like to bulk edit. Alternatively, click 'select all', to edit all the shipments.
Click 'actions'
Click 'bulk edit'
From the dropdown, select the desired field you want to change
Enter the new desired value
Repeat for all desired edits
Click 'Apply changes'
Bulk edit
Reviewing PDF Files:
Pro Tip: Looking for line times w/o any boxes may indicate the fee was missed!
The screen will split, showing tabular data on the right and the original invoice view on the left.
Data fields are marked by confidence levels:
Green: High Confidence
Yellow: Medium Confidence (double-check these)
Red: Low Confidence (manual verification required)
Note: Modified entries will highlight changes.
Editing Invoice:
Edit values directly by clicking the cells.
Blue highlights indicate manual edits.
Toggle attributes on/off using checkboxes.
Add missing shipments at the bottom section as needed.
To reset data to original state click actions, then 'Reset Data'
CSV/Excel File Specific Notes:
Data appears in a sortable table format.
Clicking each column name will sort on that specific column
Clicking the 3 lines shown when hovering on a column name will allow further filtering
Edit directly in cells as needed, or add new shipments with the top right '+' icon
Include/exclude shipments using 'Include Shipment' column checkboxes.
Step 4: Generate Cost Analysis
Select the 'Cost Analyses" tab
Click the 'actions' button, and select "+ Create Cost Analysis". Alternatively, select the top right '+' button and select "Cost analysis'
Enter the desired name in the 'New Analysis Name' field
Select the desired uploaded invoices to include in the Cost Analysis
Click 'Create Cost Analysis'
Create cost analysis
Step 5: Review & Customize Cost Analysis Results
Pro Tip: The pricing program with the highest $ margin with greater than 0 savings for the customer will be green!
The Cost Analysis results page is divided into two tabs:
Cost Analysis Overview: Primary page displaying metrics, programs and high level details
Data: Displays raw shipment data and a calculation table
All available programs will display with 'all in' rates defaulted on. You can toggle off 'all in' to see the rates without fees added.
There is also a 'next day fire' toggle to apply this to flat tier pricing
Pricing is displayed in cards, the best pricing (highest $ margin with savings higher than 0) will be green and displayed as the 'recommended program'
Pricing Controls
The Pricing Controls panel provides an opportunity to add additional savings, edit accessorial fees, and override Dim Divisors.
Invoice Information
Pro Tip: These can be edited later in the process if the invoices are not consecutive weeks!
These are informational only and cannot be edited
Shipment Weeks: Number of weeks between first and last shipment from invoice(s)
Dim Divisor(s): These are the dim divisors found on the invoices(s)
Pricing Inputs
This is the additional savings you would like to apply to the customer's existing FedEx discount (Flat Tier only)
Edit pricing based on service type and weight bucket.
Label: Weight Bucket | Current Max Discount for category | Max Possible Discount that can be offered for a category.
Fee Breakdown: Accessorial, DAS and Resi Fees
Manually adjust discounts in this section as needed Breakdown is the same per line item: Invoice Min Fee | Uni Cost | Occurrences
General Notes
Accessorials only apply to Flat Tier.
Accessorial and service type/weight bucket combinations are only displayed based on the information pulled in from the uploaded invoices.
Fees default to what is found on the invoice(s) down to the minimum that can matched.
If no fees are found, RESI will be applied based on service type and set to FedEx listed rates.
Dim Divisor Override and Other Fees and Discounts
Use this section to view any other fees found in the invoice(s) or edit the default 139 dim divisor
If any fees are included in this section – please inform your Bear Cognition Team.
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