Changing order arrangements after acceptance as a contractor

Updated 1 week ago by Ania

Who can use this function?

This function is available to users of the CargoON product line and forwarding (TFF - Trans for Forwarders).

From this article you will learn:

  • when you can propose and implement changes to an order with previously accepted arrangements,
  • how to make changes that do not require the other party's acceptance.

Changing the order conditions is possible when the Carrier confirms the order conditions.
As the contractor, you can send a proposal for changes depending on the stage and status of the given order.
If unloading is confirmed in the order, it will no longer be possible to change the order conditions.
Changes to the order do not alter its current status.

How to change order arrangements and send them to the carrier

To change the arrangements of an existing/accepted order, follow these steps:

  1. From the list, select the order for which you want to change the arrangements.
  2. In the order row, click three dots and select Modify order arrangements from the list.

  • You can change arrangements in the order details window as well. Click More, then select Modify order arrangements from the list.

  1. In the order arrangements window, make the changes and send them to the carrier.

  1. In the order details window:
  • information about changes waiting for confirmation will appear
  • you can review the proposed changes that have been sent.

The option to edit and cancel a proposed change is available to the person who initiates such a change first (if the client sends the proposal first, they will have the ability to edit and cancel it, while the contractor will not have such an option).

  1. In the change proposal preview, you can:
  • Edit your own proposal

  • Cancel proposed changes

In the Changes history tab, all information about the order is available.
An order with updated arrangements will be marked blue on the list.

  1. If the contractor responds to your proposed changes, the window will automatically appear on the screen. Additionally, you will receive an email with information.
  2. You can use the available options:
  • Propose a new rate and send your proposal to the contractor

  • Confirm the proposal.
  • Reject the proposal.

  • Remind me: specify when the information should be displayed again.

  • Decisions to be made later are available in the Decision panel. Click the icon to view details.

  • Check the list of decisions in which you can perform the actions described above.

The information in the Decision panel is available to all employees. Learn more how the Decision panel works.
As a contractor, you can make changes depending on the stage and status of a given order.

How to respond to changes proposed by the Carrier

All information regarding the order is available in the Changes history tab.
The order in which new arrangements/changes will be made, will be marked blue on the list.

  1. If the carrier confirms or rejects the proposed changes, the information will appear in the Changes history tab.

  1. If the carrier sends their proposal, you can, just like above:
  • propose a new rate,
  • reject or confirm the changes
  • postpone the decision

The option to edit and cancel the change proposal is available to the person who initiates such a change first (if the carrier is the first to send the change proposal, they will be able to edit and cancel it, while the party that created an order will not have such an option).

The change proposal is not sent to the contractor, and the change history will show an entry about the automatic change.
  1. Changing the reference number by the contractor is automatically accepted and does not require confirmation from the carrier.
  2. Changing the operation location distance to small distances (up to 10 km).

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