Address book
Who can use this function? Function available to users of the TFF (Trans for Forwarders), TFC (Trans for Carriers) and CargoOn product lines. |
From this article you will learn how to:
- add new addresses to the Suggestions book,
- edit the added addresses,
- set default loading and unloading addresses.
The address book allows you to easily manage your company's addresses and use its shared list of addresses. Therefore, you don't have to fill in recurring addresses every time:
- address data is completed based on the address stored in the address book,
- the search engine helps you quickly access your saved addresses,
- the address book points to the default address for the Shipper's operation,
- in the CargoON product line, you can use the quick access list for home addresses.
Addresses stored in the address book will save the time previously spent on entering recurring loading and unloading places or customs clearance points while publishing freight offers or adding transport orders.
The suggestions book is managed and shared by all users of the same company account.
Manage addresses in your address book
Access to the address book and the possibility of managing shared addresses (add, edit, delete) is available to all users regardless of their account type or supplementary products.
- To access the address book, click on your avatar and select My company.
![](https://learning.trans.eu/wp-content/uploads/Nowa-architektura-Help-PL/Książka_adresowa/EN/01-Moja-firma-EN.png)
- In the Suggestions book tab, you can add addresses, including those of your contractors as well as loading and unloading places.
By default, the list of addresses is sorted alphabetically, then by the popularity of the addresses used.
Only users with the Administrator account type have the right to assign and manage the default loading or unloading addresses.
![](https://learning.trans.eu/wp-content/uploads/Nowa-architektura-Help-PL/Książka_adresowa/EN/01-Moja-firma-EN.png)
- Click the Create new address button.
![](https://learning.trans.eu/wp-content/uploads/Nowa-architektura-Help-PL/Książka_adresowa/EN/03-Nowy-adres-EN.png)
- Use the form to fill in the fields marked with an asterisk. If you want to save the address as a home address, tick the checkbox. Click on Save changes. The address you entered is saved in the address book.
![](https://learning.trans.eu/wp-content/uploads/Nowa-architektura-Help-PL/Książka_adresowa/EN/04-Dodaj-adres-EN.png)
- The added addresses can be modified. Click the 3-dot icon to perform one of the following actions on the selected address:
- set as default loading address,
- set as default unloading address,
- edit,
- delete (warehouses are an exception, as you can only delete them in the Schedules module).
![](https://learning.trans.eu/wp-content/uploads/Nowa-architektura-Help-PL/Książka_adresowa/EN/05-Domysne-adresy-EN.png)
![](https://learning.trans.eu/wp-content/uploads/Nowa-architektura-Help-PL/Książka_adresowa/EN/06-Wybierz-domyslny-adres-EN-2.png)
![](https://learning.trans.eu/wp-content/uploads/Nowa-architektura-Help-PL/Książka_adresowa/EN/07.-Adres-staly-EN.png)
Integration of address book with publication of freights and orders
Let's take freight publishing as an example to see how the address book can be used.
- Click the Add freight button.
![](https://learning.trans.eu/wp-content/uploads/Nowa-architektura-Help-PL/Książka_adresowa/EN/08.-Dodaj-fracht-EN.png)
- Addresses that are set as default loading/unloading addresses in your address book automatically appear in the form.
![](https://learning.trans.eu/wp-content/uploads/Nowa-architektura-Help-PL/Książka_adresowa/EN/09-Miejsca-zaladunku-EN.png)
They can be edited by expanding the address details.
![](https://learning.trans.eu/wp-content/uploads/Nowa-architektura-Help-PL/Książka_adresowa/EN/10-Rozwin-EN.png)
You can search for the right address by name or location.
![](https://learning.trans.eu/wp-content/uploads/Nowa-architektura-Help-PL/Książka_adresowa/EN/11.-Nazwa-EN.png)
- Again, you can add an address to the address book using the checkbox.
![](https://learning.trans.eu/wp-content/uploads/Nowa-architektura-Help-PL/Książka_adresowa/EN/12.-Dodaj-adres-EN.png)
The newly added address can be found in your suggestions book:
![](https://learning.trans.eu/wp-content/uploads/Nowa-architektura-Help-PL/Książka_adresowa/EN/13.-Dodany-adres-w-ksiazce-adresowej-EN.png)
- It is also possible to add addresses to the address book for multistop freights. Click on Add next location, fill in the mandatory fields in the form, tick the Add address to the address book checkbox.
![](https://learning.trans.eu/wp-content/uploads/Nowa-architektura-Help-PL/Książka_adresowa/EN/14.-Multistop-EN.png)
Suggestions book for the Dock Scheduler module
The suggestions book also contains addresses of warehouses, which you can use to quickly complete the address data for the loading or unloading operation point, when publishing a freight.
![](https://learning.trans.eu/wp-content/uploads/Nowa-architektura-Help-PL/Książka_adresowa/EN/15-Magazyn-SAV-EN.png)
The selected warehouse can be set in the address book as the default loading or unloading address.
![](https://learning.trans.eu/wp-content/uploads/Nowa-architektura-Help-PL/Książka_adresowa/EN/16-Magazyn-w-ksiazce-EN.png)
- Under the Schedules tab, click on More, then select Warehouse settings to edit its data.
![](https://learning.trans.eu/wp-content/uploads/Nowa-architektura-Help-PL/Książka_adresowa/EN/17.-Ustawienia-magazynu-EN.png)
- Click on Warehouse data and then Edit.
![](https://learning.trans.eu/wp-content/uploads/Nowa-architektura-Help-PL/Książka_adresowa/EN/18.-Edytuj-dane-EN.png)
- Apply the changes in the new window and click Save.
![](https://learning.trans.eu/wp-content/uploads/Nowa-architektura-Help-PL/Książka_adresowa/EN/19.-Zapisz-zmiany-EN.png)
The applied changes are automatically saved in the suggestions book.