Accept, decline and plan a transport order

Orders that come in as a request, or that Transportial creates automatically from an email, need a decision before they are planned. Once accepted, an order moves through its statuses as its shipments are planned and carried out.

Accept or decline a requested order

1. Open the transport orders list and filter on the status Requested.
2. Click the order to open it.
3. Check the customer, shipments, stops and goods.
4. With the financial module, click + Create quote to prepare a price first, or View quote if the order already has one.
5. Click Accept at the bottom, or Decline to turn the order down.

You can also right-click a requested order in the list and choose Accept or Decline.

• Accept sets the order to Accepted, confirms all its shipments and accepts its quote, if there is one.
• Decline sets the order to Turned down, cancels all its shipments and closes any open tender for them.

Review a draft order

Orders that the AI extracted from an email or file have the status Draft. When you open one, the original documents appear on the left. If there are several documents, use the buttons above the preview to switch between them.

1. Compare the extracted order on the right with the documents.
2. Click the pencil icon to correct the order, and save.
3. Click Accept, Save as request or Decline.

Plan the order

1. Right-click the order in the transport orders list.
2. Choose Plan. A new trip form opens with the actions of the order's shipments.
3. Choose the vehicle and driver, check the stops and save the trip.

You can also plan shipments from the plan board or the planner. See Create a trip.

Split the order into trips

With the capacity feature, you can split an order into legs, for example pickup by one carrier, line-haul by a second and delivery by a third.

1. Open an accepted or (partly) planned order.
2. Click the route icon (tooltip Split into Trips), or right-click the order in the list and choose Split into Trips.
3. For each Leg, choose the Shipments (leave it empty to include all), the Origin and Destination or Use Shipment Route, and optionally Add Stop.
4. Optionally choose a Capacity Contract to outsource the leg, and assign Cost elements or a Spot Quote.
5. Click Add Leg for the next leg.
6. Click Split Order. Transportial creates one trip per leg. Legs with a capacity contract become forwarded trips.

See Forward a trip to a partner and Capacity contracts.

Offer the order on the marketplace

With the marketplace feature, an accepted order with shipments that are not yet offered shows the marketplace icon (tooltip Create tender). In the list, right-click and choose + Create tender. See Publish a tender.

How the status changes

After acceptance you do not set the status by hand. Transportial updates it from the shipments: Partly planned when some shipments are on a trip, Planned when all are, Current while the transport runs and Realized when everything is delivered.