Freight templates

Updated 3 weeks ago by Jakub

Who can use this function?

Function available to all users of Trans.eu Platform and CargoON.

From this article you will learn how to:

  • create a freight template
  • use the created template
  • delete a freight template

If you often add freights with the same parameters, you can create templates with the most common freight parameters. Find out how to create templates.

Add a template

  1. In the Freights module, click the Add freight button.
Step 1 image

  1. Fill in any fields (e.g., freight details, publication mode, recipients).
Step 2 image

  1. Save it by clicking the Save as template button.
Step 1 image

You can save up to 100 templates.

  1. Save the template using the suggested name or entering the one you like.
Step 5 image

  1. Click Save.
Step 6 image

Use the template you created

  1. If you want to use the creaed template, click the Add freight button in the Freights module.
Step 7 image

  1. Click the Select a template button which is visible in the frame of the publication window.
Step 8 image

In the drop-down list you can find your templates divided into two sections: LAST USED and OTHERS.

Step 9 image

You can also use the search box.

Step 10 image

You cannot change the parameter and save the template under the same name.

Step 11 image

  1. Once the data has been entered, click the Publish freight button.
Step 12 image

The freight has been published.

Delete a freight template

  1. To delete a template, click "x" in the search list.
Step 1 image

  1. Confirm with the Delete template button.
Step 2 image

How Did We Do?

UP!
Powered by HelpDocs (opens in a new tab)