Forwarding booking - carrier

Updated 2 weeks ago by Katarzyna

Who can use the function?

This function is available to users of the TFF and TFC product lines who have access to Dock Scheduler and the Bookings module.

If the shipper has assigned you a booking and allowed it to be forwarded, and for some reason you are unable to carry out the operation, you can forward it to another carrier.

From this article you will learn:

  • how to forward the received booking to another carrier.

Settings

If you want to be able to forward bookings assigned to you to other carriers, this option is enabled by default in your account settings.

  1. Click on your avatar and then click Settings.

  1. In Settings, click Bookings, then click on the Forwarding tab.

As you can see, the option of forwarding time slots and bookings is enabled. If you want to turn it off, simply uncheck the option.

The process of forwarding bookings

One booking can be forwarded up to 10 times.
We will discuss the process using the example of one shipper (P3DT CargoON Test) and three carriers (companies: 1. Trans.eu FORWARD, 2. P3DT TFF Forwarder Test, 3. P3DT TFC Carrier Test).

  1. The shipper (P3DT CargoON Test) assigned a booking to the carrier Trans.eu FORWARD, who received the notification.
  1. In the booking details, the carrier clicked Complete data.

  1. In the data editing form, the carrier can either complete the data or forward the booking to another carrier.

Since the option to forward time slots and bookings is enabled, there is a new section in the form: Forwarding.

The checkbox Allow forwarding is checked automatically.

In the example, Carrier 1 (Trans.eu FORWARD) decided to forward the booking to Carrier 2 (P3DT TFF Forwarder Test).

Carrier 1 selected Carrier 2 from the Forward to list and then clicked Save changes.

The booking can be forwarded to carriers who are on the list of Contractors.

  1. After saving the booking, in its details, Carrier 1 (Trans.eu FORWARD) will find a note about the permission to forward the booking.

  1. Carrier 2 (P3DT TFF Forwarder Test) received a notification about the assigned booking.

  1. In the booking details, Carrier 2 (P3DT TFF Forwarder Test) can see a note about the booking being forwarded from Carrier 1.

Carrier 2 can now complete the booking details by clicking the Complete data button.

  1. Carrier 2 also decides to forward the booking. They select Carrier 3, P3DT TFC Carrier Test, from the list.

To forward the booking, the carrier clicks Save changes.

If the carrier selects a company that is already involved in the process of forwarding the booking, they will receive a notification and will not be able to choose that company again.

  1. After saving the booking, in its details, Carrier 2 (P3DT TFF Forwarder Test) will see a note about the permission to forward the booking.

  1. Carrier 3 (P3DT TDC Carrier Test) received a notification about the assigned booking.

  1. Carrier 3 can see who forwarded the booking to them in the booking details. To complete the booking details, the carrier clicks Complete data.

  1. Carrier 3 decides to proceed with the booking. After completing the details, the carrier clicks Save changes.
If any of the carriers unchecks the Allow forwarding checkbox, the next carrier will not have access to the Forwarding section in the Edit booking template.

The booking can be forwarded up to 10 times.
If you reach the limit, a notification will appear.

Forwarding on the booking list

Information about forwarding can be added to the booking list.

  1. In the Booking module, go to the My bookings tab.
  2. Click on the three-dot icon and check the Forwarding checkbox to add a new column to the booking list.
  1. Bookings that you have forwarded to the next carrier will be marked with an icon of a dot with an arrow in the Forwarding column.

If the carrier forwards the booking to a carrier outside the platform, it will be marked with an arrow and an envelope.

In the article Forwarding booking - Shipper, you can see what the same process looks like on the shipper’s side.

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