Management of sent freights

Updated 1 month ago by Jakub

Who can use this function?

  • Function available to the users of Platform and CargoON.

From this article you will learn:

  • what are the types of freights,
  • how to manage published freights,
  • how to filter and sort freights,
  • how to negotiate published freights,
  • how to add internal notes to freights.

Types of freight offers

In the Freight module you will find the following tabs:

  1. In the Added tab you will find:
  • all freights published by you and your company,
  • drafts with a future load date.

In this tab you will find filters:

Active - offers with status:

  • Choose carrier,
  • Waiting for offers,
  • Initially accepted.

Under negotiation - offers with the status:

  • Choose carrier,
  • Initially accepted.
  1. The Received tab is available for TFF and TFC lines. Here you will find only freight offers published for fixed routes.
Loads that have been sent to groups of regular contractors can be found in the Search loads module -> Private tab.

  1. In the Accepted as orderer tab, you will find all freight offers that ended with a formal transaction on the platform.

Select Show only mine to filter your offers. The option is available in the Added, Accepted and Archive tabs.

  1. In the Archive tab, you will only find freights added by your company, which meet the following criteria:
  • publication has ended,
  • negotiations were not successful,
  • drafts with past unloading dates.

Management of published freights

Within the Added tab, you can:

  • negotiate and monitor ongoing negotiations for all company freights in the Negotiations tab, accessible through the offer details

  • add or remove a person responsible for the freight directly from the list. Simply click on the pencil icon that will appear in the RESPONSIBLE PERSON column next to the name and surname

  • perform operations on offers with appropriate statuses. These operations include refreshing, copying, editing and publishing, deleting, as well as archiving the offer

You can confirm the validity of the offer every 15 minutes using the watch icon.

Filtering and sorting freights

In the Added tab you can use a search engine and extensive FILTERS, which will allow you to quickly reach a specific offer.

You can sort the columns on which a hand icon will appear when hovered over.

Negotiating published freights

In the Added tab, by clicking on a specific item on the list, and then going to the details  window in the Negotiations tab, you can:

  1. Negotiate rates with carriers. To do this, in the RATE field, change the amount proposed by the carrier and click Send.

  1. Accept the carrier's offer by clicking Accept.

  1. Reject the carrier’s offer by clicking Reject.

  1. End negotiations with a shipper by clicking End negotiations.

Once the actions in the offer are completed, you can leave a note with the information in the Details tab.

Internal note

Internal note is a place to enter your own comments on the progress of negotiations and the final arrangements with the company. The information is available internally to the ordering party only.
Internal note can be added by a person who has full access to the Platform or the contact person/responsible for a given offer.
  1. To add an internal note, navigate to the Freights module and go to the Added or Accepted tab. Then select an offer from the list, find the Internal note section in the Details tab and click on Add. Enter the text and Save.

  • The internal note can be edited by clicking on the pencil icon or deleted with the cross icon.

  1. The person responsible on the ordering party's side can leave an internal note, in which they can add:
  • detailed information to help others deal with a particular company in the future
  • information about the progress of negotiations, why they chose one carrier over another, to carry out the order
  • additional arrangements with the contractor, e.g., the driver must show additional documents on arrival
  • other information that they feel is important and needed in the organisation

This option ensures that all employees in the company have access to all information. When an employee is absent, he or she is not the only one with access to the information, which he or she may have previously noted elsewhere or not written down at all, relying on his or her own memory.

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