Overview of modules for Forwarders
Updated 3 months ago
by
Jakub
Who can use this function? This function is available for forwarding (TFF - Trans for Forwarders). |
From this article you will learn:
- what functions are available in each module of the Trans.eu Platform
Overview of the modules
After logging in to the Trans.eu Platform, on the left side you will find all the modules that are available to you. In the following article you will learn what functions each module have.
FREIGHTS - this module contains the following tabs:
- Added - here you will find all the freight offers published by your company (with the status Waiting for offers), as well as draft versions of freights that have not been published yet (with the status Draft).
- Accepted - here you will find offers accepted by the client and the contractor.
- Archive - this is the place for freights marked as archive.
SEARCH LOADS, which consists of:
- Search loads - in this tab you can search for loads on the freight exchange. Filter the offers you are interested in and add new tabs with your own search parameters.
Three tabs on the right:
- Under negotiation and watched - here you will find all the offers:
- that you are negotiating (with at least one price proposal sent),
- that you are discussing in the messenger,
- that you added to Watched.
- Accepted - this tab is shared with other employees of your company. As a contractor, you will find all offers formally accepted by your company here.
- Archive - this tab is shared with other employees of your company. Here you'll find offers:
- for which the negotiation was not successful and the publication time has expired (the unloading date has passed or the offer has been removed from the freight exchange),
- archived, received freights.
- Private tab - here you will find offers published:
- on the private freight exchange,
- to groups - freights from regular contractors.
VEHICLE EXCHANGE - in this module you will find the following tabs:
- Vehicle exchange - in the All tab you will find a table with vehicle offers, which is updated in real time. You can filter the vehicles you are interested in and add new tabs with your own search parameters.
- My vehicle offers - in this module, in the My offers tab, all offers of available vehicles submitted by your company are published. In the Archive tab you will find a detailed history of the vehicles submitted by your company.
Orders - in this module, under the Current tab, you can find and manage all transactions concluded by you on the Platform. The history of your orders can be found under the Archive tab.
Maps - use this module to plan your route, calculate costs or check traffic restrictions on a given route. You can also search for offers by route or nearby a particular area.
Bookings (Dock Scheduler) - in this module you can manage time slots (bookings) as well as loading and unloading schedules. It contains the following tabs:
- Time slots - the list shows a summary of the time slots previously created by the shipper.
- My bookings - here you can find the operations already booked/executed.
- Schedule - this is the schedule of the warehouse where you can add your bookings.
Carrier Compliance - in this module, you will find a tool that helps you verify carriers according to your company's standards.
Contractors - here you can add trusted companies to the list of contractors and search for information about a particular company.
Fixed routes with shippers - in this module you can manage your ongoing cooperation with shippers: receive offers of regular orders and check details of the offers. In contains the following tabs:
- Active - this is where your accepted fixed route offers appear if their validity period has started.
- Awaiting - here you will find accepted offers the validity period of which has not yet started.
- Under negotiation - it includes offers that are waiting for your acceptance.
- Archive - this is where all the deleted fixed routes are kept.
Invoices - in this module, you can manage your invoices under the following tabs:
- Sales invoices - invoices with statuses: "To issue", "In preparation", "Issued" and " Corrected" appear here.
- Corrections - here you can find all invoices that have been corrected and prepared by you for correction.
- Debit notes - this is where you can add debit notes
- Payments - in this tab, you can record the payment of invoices.
Fleet - this is where you can add your fleet and integrate it with telematics (to have access to the history of vehicle routes and monitored transport tasks) as well as add vehicle offers.
Conversations archive - this is where you can search for an archived conversation and export it to a PDF file.
Ratings and references - in this module you can rate the contractor and see what ratings you have received. It contains the following tabs:
- Issue a rating - here you can rate the contractor once the service has been provided.
- Ask for rating - all orders awaiting evaluation from your contractors can be found here. Under this tab, you can also request a rating if the contractor has not given it yet.
- Summary of ratings - here you can see ratings from the contractors that you have transacted with.
- Archive - it contains the history of your company's ratings and transactions for which the time for rating has passed.
- References - under this tab, you can give references to a contractor and view the references you have received.
- Requests for references - here you can find requests for references sent to you by other companies.
Trans.INFO - this module contains articles from the world of transport, important information on changes in legislation or new features on the Trans.eu Platform.
Factoring and Debt collection - these modules will redirect you to the transcash.eu website, where you can request factoring or get help with debt collection.
bonabanco - this module will redirect you to the bonabanco.com website, where you can, for example, apply for a loan to pay your debts and purchase fuel cards.
