Management of sent freights
Updated 1 month ago
by
Jakub
Who can use this function?
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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:
- 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.
- The Received tab is available for TFF and TFC lines. Here you will find only freight offers published for fixed routes.
- In the Accepted as orderer tab, you will find all freight offers that ended with a formal transaction on the platform.
- 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
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:
- Negotiate rates with carriers. To do this, in the RATE field, change the amount proposed by the carrier and click Send.
- Accept the carrier's offer by clicking Accept.
- Reject the carrier’s offer by clicking Reject.
- 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 can be added by a person who has full access to the Platform or the contact person/responsible for a given offer.
- 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.
- 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.
