Forwarding booking - shipper

Updated 4 days ago by Katarzyna

Who can use this function?

This function is available to users of the CargoON and TFF product lines who have access to Dock Scheduler and the Schedules module.

From this article you will learn:

  • how to enable the carrier to forward the booking to other carriers.

Settings

As a shipper, you can enable the carrier to forward the booking (with the pre-booking or confirmed status) to another company. This option is enabled automatically and you can find it in your account settings.

  1. Click on your avatar and then Settings.

  1. In Settings, click Schedules. Then click on the Forwarding tab.

As you can see, the option of forwarding time slots and bookings is enabled. If you want to disable it, simply uncheck the option.

The process of forwarding bookings

  1. In the Schedules module, go to the Schedule view and hover over the selected dock and time. Click there to add a booking.

  1. Complete the data in the booking adding form.

Since the option of forwarding time slots and bookings is enabled, there is a new section in the form: Forwarding.

The checkbox Allow forwarding is checked automatically.

After completing the form, click Save.

  1. Click on the created booking in the Schedule view to see its details.

  1. In the booking details you will find a note on permission to forward it.

  1. If the carrier decides to forward the booking to another company, the note in the booking details will be changed and you will see a dot icon with an arrow.

If you want to know to which carrier the booking was forwarded, in the form for adding booking, in the Forwarding section, select the checkbox: Require data of the booked carrier.

When the carrier to whom you have assigned the booking forwards it to the next carrier that books, you will see the name and contact details of the company in the booking details.

Forwarding on the booking list

You can add information about forwarding to the booking list.

  1. Click on Schedule and then select Bookings.

  1. Click on three dots and check the Forwarding checkbox to add a new column to the booking list.

  1. Bookings that have been forwarded by the carrier will be marked with a dot with an arrow in the Forwarding column.

If the carrier forwards the booking to a carrier outside the platform, we mark it with an arrow and an envelope.

One booking can be forwarded up to 10 times.

In the article Forwarding booking - carrier, you can see what the same process looks like from the carrier's perspective.

How Did We Do?

UP!
Powered by HelpDocs (opens in a new tab)