Forwarding received time slots and bookings

Updated 1 month ago by Sylwia Olek

Who can use this feature?

This feature is available to users of the TFF and TFC product lines with access to the Dock Scheduler product 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 or time slot to another carrier,
  • enable forwarding to subsequent carriers,
  • monitor the forwarding history,
  • withdraw the possibility of forwarding.

Forwarding a time slot to another carrier

If the shipper has provided you with a time slot that can be forwarded - follow the steps below:

  1. In the Time slots tab, select the time slot you want to forward. Click the three-dot menu icon ⋮, then click the Forward time slot button.
If the three-dot icon does not appear when hovering over the time slot, the shipper has disabled forwarding for that time slot.
  1. Expand the list and select the carrier that you want to send a time slot to. You can select the carrier from your list of Contractors or the User without an account.
  2. Here you can also turn on/off the option of forwarding the time slot by the carrier you are sending it to.

You will also access the forwarding window via the time slot details view. Click Forward to select the carrier.

Forwarding a booking to another carrier

If the shipper has sent you a booking that can be forwarded, follow the steps below:

  1. In the My bookings tab, open the booking you want to forward. Click Complete data.
  1. Go to the Forwarding section.  Select the carrier from a group of your contractors that you want to forward the booking to.
If you do not see the Forwarding section in the booking edit form, it means that the shipper has disabled this option.
If you want to forward a booking to a carrier that you do not have on the list - add it to your contractors (see: Adding a company to contractors).
  1. Confirm your changes by clicking Save changes.

After saving the booking, the carrier will find a note in its details that it has been allowed to transfer the booking.

If the shipper expects carrier data, and the company that  you provided the item with  has made a booking (it has the Confirmed status), the shipper will see this company's data. As a carrier, you can also see this data in your details.

History of forwarding time slots and bookings

  1. Click on the time slot/booking in the list to view its details.
  2. In the Forwarding section, you will see the history of forwarding. You will see information on who you received the slot/booking from and who you forwarded it to.

Withdrawal of permission to forward

You can withdraw your permission for the time slot or booking you have received and forwarded to be forwarded again.

  1. Open the details of the time slot or booking for which you wish to withdraw permission. Click Forwarding (for a booking) or Complete data (for a time slot).
  2. In the Forwarding section, deselect the checkbox Allow forwarding.

  1. Save changes.

Consequences of withdrawal of permission to forward:

  • Companies you forwarded a given slot/booking to will lose the ability to forward it further.
  • The first carrier in the chain that you forwarded the item to will receive an e-mail with information about the changes to the booking/time slot.
  • Any further carriers in the chain, beyond the first carrier which you forwarded the item to, will receive an e-mail about the removal of the booking/time slot.

Enable the Forwarding column

You can find information about forwarding in the list of time slots and bookings. If you want to see this information, enable the Forwarding column in the list view.

  1. Go to the Time slots or My bookings tab.
  2. On the main bar, click the three-dot menu icon and select the Forwarding checkbox to add a new column to the list.
  1. Any bookings and time slots forwarded to the next carrier will be marked with a dot and arrow icon in the Forwarding column.

If the carrier forwards a booking to the carrier outside the platform, we will mark it with an arrow and envelope icon.

Default enabling of forwarding

If you would like to forward an assigned booking or time slot to other carriers, this option is enabled by default in your account settings.

As a carrier, you can allow another carrier to forward time slots and bookings (status: draft or confirmed) to the next company. This option is enabled by default and you will find it in your account settings.

  1. Click on your avatar, then select Settings.

  1. In the Settings, click the Bookings tab, followed by the Forwarding tab.

As you can see, the option to forward time slots and bookings is enabled. To turn it off, uncheck this option.

FAQ

Can I always forward a received time slot/booking?
No, the possibility of forwarding depends on whether the shipper who assigned you a time slot or booking allowed for its forwarding. If not, the forwarding option will not be available.
Can I see who forwarded a time slot/booking to me?
Yes, the history of forwarding is visible in the details of the time slot/booking, including information on who you received it from.
How many times can I forward a single time slot or booking?
An item can be forwarded up to 10 times. After that, forwarding is disabled. The system will display a message indicating that the forwarding limit has been reached. In such a situation, the only available action (if not done yet) is to book oneself.
What happens if I withdraw my permission to forward the time slot/booking after already forwarding this item?
This will revoke access and the possibility of forwarding this item to the companies you have forwarded it to. These companies will be notified accordingly (the first one will get a change notification, any others in the chain will be notified about the removal).

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