Forwarding booking - shipper
Updated 3 days ago
by
Katarzyna
Who can use this feature? The feature is available to users of CargoON and the TFF product line, who have access to the Dock Scheduler and Schedules module. Forwarding settings can be managed by users with the Warehouse Manager, Dock Scheduler Manager or Full Access operational role. |
From this article you will learn how to:
- allow a carrier to forward time slots and bookings to subsequent subcontractors,
- check their forwarding history
- add or disable forwarding of existing bookings and/or time slots
This feature allows carriers that have been assigned time slots or bookings to forward them to their subcontractors. The carrier can use it only when the shipper allows it by selecting the appropriate options in the settings.
Default settings
As a shipper, you can allow a carrier to forward time slots and bookings (status: draft or confirmed) to the next company. This option is enabled by default and you can find it in your account settings.
Here you can control the default settings:
- forwarding time slots and bookings,
- forwarding of the booked carrier’s company data.
- Click on your avatar, then select Settings.
- In the Settings, click the Schedules tab, followed by the Forwarding tab.
Here you can control the default settings:
- Default forwarding permission - this is the main switch that enables or disables forwarding all time slots and bookings created by the Shipper. If this switch is disabled, carriers will not be able to forward time slots or bookings received from you.
- Default carrier data requirement - this switch enables or disables forwarding data of the company which eventually booked itself within the forwarded booking or time slot.
Regardless of the global settings, each time you create or edit a time slot/booking, you can individually manage forwarding options.
Manage forwarding within the add time slot/booking form
- In the Schedules module, click Add time slot or Add booking
- In the form, go to the Forwarding section (click Expand/Collapse if it's hidden).
Options are selected based on your global settings. Here you can decide whether you want to change the settings for the given time slot/booking.
- Allow forwarding - Disable this option if you do not want the carrier (or its subcontractor) to be able to forward this specific time slot/booking, even if the global setting allows this.
- Require data of the booked carrier - when the carrier receives a time slot/booking and forwards it to the next company, and the latter books itself, the Shipper will see the data of the company that has finally booked itself in the booking details.
Monitoring of the forwarding status
The shipper can monitor whether a time slot or booking has been forwarded, both in the list view, the Schedule and the time slot or booking details.
- The Forwarding column in the list:
-the Forwarding column is available in the list of bookings and time slots. It uses icons to indicate whether the carrier has forwarded them.
-this column can be hidden by default. Below we explain how to enable it.
- forwarding icons on the booking tiles in the Schedules view:
- Booking/time slot details - to see them:
- Click on the time slot or booking you have created to view its details.
- You will then be able to see which forwarding settings have been enabled for that time slot or booking.
- If the carrier forwards them to the next company, the note in the details will change, and a dot icon with an arrow will appear in the Forwarding column of the list.
Disabling forwarding permission
You can disable the permission to forward existing time slots or bookings to other companies at any time.
To do this:
- Select the time slot or booking you want to edit.
- Click on More, then Edit time slot/Edit data (for the booking).
- Go to the Forwarding section and uncheck Allow forwarding. Save changes.
◦ Companies to which the time slot/booking has already been forwarded will no longer be able to forward it further.
◦ The first carrier in the chain (who received the time slot/booking directly from you or the previous carrier, and you withdrew the permission for them) will receive an e-mail about the change of time slot/booking parameters.
◦ All subsequent carriers in the chain (i.e. the second one and any after that) will receive an e-mail informing them that this time slot/booking has been removed from their view due to losing access.
Add the forwarding column in the list of bookings and time slots
If you want to see information about forwarding in the list of bookings or time slots - you can add a new column to your view. To do this:
- Go to the list view: click on Bookings schedule, then select Booking list or Time slots.
- Click the three-dot menu icon and select the Forwarding checkbox to enable an additional column in the list view.
- Any bookings and time slots forwarded by the carrier will be marked with a dot and arrow icon in the Forwarding column.
