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TransID
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Overview of modules for Carriers
Overview of modules for Shippers
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Booking manual for the Storekeeper
Booking manual for the Security Guard
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Bookings
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Booking in Loads4DRIVER - instructions for the driver
Employee roles in the Bookings module
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Functions of the Contractors module
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Functions of the Fixed route modules
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Send a fixed route offer to carriers
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Search, filter and archive fixed routes
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Functions of the Ratings and References module
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Report - Carrier On Time (Dock Scheduler)
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What's new? widget
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Dock Scheduler - Warehouse occupancy level widget
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Dock Scheduler - Warehouse utilization widget
Body
TransRisk
(TFC) Carrier TransRisk - an independent indicator of payment credibility
(TFF) Forwarder TransRisk - an independent indicator of payment credibility
(CargoOn) TransRisk - an independent indicator of payment credibility
Mobile application
Installation and download of the Loads2GO application
Searching for load offers in Loads2GO
Search for vehicle offers in Loads2GO
Filtering freight offers in Loads2GO
(TFC - Carrier) Negotiation and acceptance of the offer in Loads2Go
(CargoOn) Negotiation and acceptance of the offer in Loads2Go
Add a vehicle offer in Loads2GO
My vehicle offers in Loads2GO
Messenger in Loads2GO
Notifications in Loads2Go
Edit your profile in Loads2GO
Settings
You are here All categories > Orders > Order template
Order template
Updated 4 months 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) |
Ready-made order templates are a convenient tool that will speed up your daily work in creating transport orders. In the template, you can specify information such as payment due date, load value, required carrier’s liability insurance value, necessary documents and GPS signal sharing.
From this article, you will learn how to:
- create a new order template
- browse existing order templates
- edit and delete order templates
- adjust the order numbering format.
Create a new order template
You can create a new order template in order settings. You can do it in two ways:
- From the menu on the left, select Orders, and then click the Settings button.
- Click on your avatar. Select Settings.
In the settings window, click on the Orders tab.
There are two tabs in the order settings. In the Templates tab, you will see a list of order templates created by you or your company's employees.
Click Add another template to create a new order template.
Complete the template form. Give it a name that is recognizable to you and your colleagues.
If you want to set a new template as default, tick the box with this option at the bottom of the form. You can save the template by clicking the Save button.
Once you create the templates, you will be able to use them when creating a new transport order. In the form, next to the Additional arrangements field, choose the template from the list.
Editing the order template
If you want to check your template or make changes, hover over the template and click on three dots, then select the option from the list.
Order numbering format
To adjust the order numbering format to your needs, click Edit.
- Use the arrow to expand the list next to the numbering period and select the option that suits you.
- Save changes.
- Use the arrow to expand the list and adjust the numbering according to your preferences.
- Save changes.
The changes will modify the numbering pattern for the entire company.