📣 Which use cases do Tracking files cover ?
Your client sends you a general order of goods that will be managed through multiple transports or different subcontractors.
You want to quickly create transports related to the same customer order.
You need to decrement the customer order by tracking multiple flows.
You need to monitor the execution of an order divided into multiple transports.
🔧 The tracking folder feature is new and will evolve based on user feedback! We invite you to contact us if you wish to share feedback on this new module.
Learn how to create, schedule, and track the progress of your transports within the tracking file!
Create a Tracking files
From the menu list on the left, click on "tracking files."
Fill in the data that defines the tracking file (only the fields marked with an asterisk are mandatory).
💡 A tracking file can also be created via API.
Complete a Tracking File
You can fill in the following fields:
Loading and delivery addresses for the transports
Goods for the transports:
Type, nature + quantity, weight, volume, or linear meters
Unit to decrement
Quantity per transport
Initiate Transports Within a Tracking File
Click on "create transports" to initiate the flows to be carried out either in-house or through subcontracting.
From the creation form, click on "create multiple transports."
This way, you initiate the different transports linked to your tracking file.
Plan the Flows
Click on "plan or subcontract" to assign the transports to your own driver or to subcontract the flows.
You can then select the transports by allocation batch.
Track Progress
For each tracking file, you can monitor the overall progress:
General cost
Remaining quantity to transport
Remaining time
The execution tracking allows you to know which planning actions are necessary.
The progress of the tracking files can also be monitored from the tracking files menu.
Specific Features
By default, a tracking file allows you to initiate freight orders for outsourcing. However, these orders can be self-assigned to be later planned with own fleet.
The displayed costs only account for transports with the status "completed."
An existing transport can be easily linked to a tracking file, either individually or in bulk.
