Create a new order

Updated 2 weeks ago by Ania

Who can use this function?

Function  available for users of the CargoON product line and forwarding (TFF - Trans for Forwarders).

From this article, you will learn how to create a new transport order, create a multistop order and assign a load to a loading/unloading location.

Create a new order

  1. From the menu on the left side, select the Orders module.
  2. Click on the Create order button.
  3. Fill out the order form.

    - You can choose a range of days, the maximum duration of a single operation cannot exceed 30 days - You can choose a range of hours for a specific day (00:00 - 23:30).

In order for the contractor to accept the Order, it has to contain information such as:

  • Country
  • City
  • Postal code
  • Customer
  • Payment due date
  • Body type
  • Capacity
  • Currency
  • Price
    For body type: dump truck, walkingfloor and silo, which are designed for transporting bulk materials, you can enter the rate per ton in the order terms. In the transport details, specify the settlement unit (ton) and the settlement basis.

  1. When you fill in the form, click the Create order button

Add next locations to the multistop order

Multispot orders are not available for orders settled per ton.

When you create a new order, you can specify more than one loading or unloading location.

  1. In the order creating form, fill in the location field, and then click the Add next location button.

  • The location view will change to a list that is more convenient to manage when you want to provide more locations.
  1. Click on the Change button to enter or edit the address.
    https://learning.trans.eu/wp-content/uploads/Nowa-architektura-Help-PL/Zlecenia/Dodanie-nowego-zlecenia/EN/06.-lista-tras-EN.png

  • You can also change the order of locations. To do this, click on the up/down arrow to the left of each location.
  • If you want to delete an address, click on the cross symbol.
  • If you want to add details of another location (after clicking the Change button), a small window will open with fields regarding loading/unloading.

  • Here you can specify whether the stop concerns loading or unloading, enter the address, add additional information and assign the load and its weight.

You will be able to assign a load if you have already provided load details in the form. Select a load from the list and assign it to a specific loading/unloading.

  • If you have already assigned a load, you will see information about it when managing next loads.

One load can be loaded and unloaded only once.
  1. After the publication of the order, you will find it on the list of orders in the Active tab. Click on the selected order to open the menu with the details of the order.

Cancellation of the order

Both parties can manually cancel the order at any time. The party canceling the order has to state the reason for canceling.

Please note that canceling an order cannot be undone. Cancellation of a confirmed order is an attempt to unilaterally terminate the contract of carriage, the possibility and effect of which depends on the content of the order and will be recorded in the accounts of both parties.
  1. To cancel an order, select it from the list of current orders and open the details.
  2. Then click More and select Cancel order.
  3. A dialog box will appear containing the reasons for canceling the order. Please select the appropriate option. Provide a detailed explanation so that the other party can understand the detailed reasons for your decision
  • The canceled order will be automatically transferred to the Archive tab.

Any party may cancel the order. The Client may also cancel an order that has been rejected by the carrier. The second option is to edit terms of the rejected order and re-propose it to the carrier.

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