Set up capacity contracts with carriers

A capacity contract is an agreement with a carrier (a charter or subcontractor): how much capacity you buy, for which period, how you send them bookings and what they charge. Planners choose the contract on a trip when they hand it to the carrier, and Transportial uses the contract's price modules to calculate the cost.

Contract types

Type	Use it when
Permanent Contract	You buy a standing number of units, for example five trucks with drivers every weekday. For vehicle, transport equipment and driver capacity, Transportial keeps matching virtual resources in a fleet named after the contract, so you can plan them like your own.
One Time Contract	You buy a number of units once, for specific shipments.
Order Contract	The agreement with the carrier who carries out one forwarded transport order or trip.

Create a capacity contract

1. Open the side menu (☰) and choose Capacity Contracts.
2. Click + Create capacity contract.
3. Enter the Name and choose the contract type.
4. Choose the communication method (see below).
5. Choose your Administration and the carrier in Business.
6. Fill in the contract terms in the Contract section.
7. For a permanent or one-time contract, enter the Purchased Units and describe the capacity (modality, sub type such as vehicle or transport equipment, and total units).
8. Set the Start time and, if the contract ends, the End time.
9. Under Modules, add the price modules that calculate the carrier's cost. See Price modules explained.
10. Click Save.

Communication method

• Integration: bookings go to the carrier's system through an integration you choose.
• Message Automation: bookings are sent by a message automation, such as an e-mail. See Message automations.
• PDF Download: you download the booking as a PDF. You can choose a document template (optional).

Self billing

Switch on Self Billing if you invoice yourself on behalf of the carrier. Then choose the period in Select price trigger type, for example End of week or End of month. At the end of each period, Transportial prices the trips carried out under the contract with its price modules.

Create contracts together with a new carrier

When you create a business, the form has a Capacity Contracts section. Fill in the Shared Capacity Contract Fields once (type, communication method, start and end time, self billing). Then click + Add capacity contract for each contract. The shared fields apply to all of them.

View, edit and remove

• Click a row to see the contract: Type, communication method, Self Billing, Purchased Units, the period, the businesses and the administration.
• Click the pencil icon or Edit to change it. Use the history icon to see earlier versions.
• Click Remove and confirm to delete it.

Filter the list on Contract type, Communication method and Validity period.

Use a contract on a trip

When you forward a trip to a carrier, choose the contract in Select capacity contract on the trip. See Forward a trip to a partner.