A) Click on : "New Transport" :
B) Fill in the creation form (*Required fields) :
Below, there is a list of the items you can fill in on the creation form. Feel free to use keyboard shortcuts to speed up your entry.
The shipper*:
You can associate a contact, a reference, or even start from a relationship to create your transport from a template.
The Loading site / Pickup*:
You can associate a contact, schedule a date and time, references, instructions for the driver, or even the goods.
The Unloading site / Delivery (addresses, dates/times, instructions for drivers, delivery tracking contacts):
In the case of multi-loadings or multi-unloadings, you can add several pick-up OR delivery addresses by clicking on add a pick-up or add a delivery.
You can't add several pick-ups AND unloading on a transport order, otherwise, Dashdoc will not be able to generate eCMR. To generate trips from several transports, see the dedicated article!
The Load / Merchandise (goods) :
From the “load" tab, you can specify, for example :
- The type of load (bulk, pallet..) : each will lead to a different flow in the app for the trucker
- The estimated quantity and weight
- If bulk load will be done in several rounds
- If the transport is a rented order
- Specific legal standards (dangerous goods...)
- Multi-tank ...
Prices:
Enter the customer to be invoiced, enter the price of the service excluding tax (fixed or variable price: e.g., billing units possible), add a fuel surcharge when creating the transport if necessary.
The fuel surcharge can be applied en masse once the transport has been completed.
The resources (that will carry out the assignment) :
- Chartered / subcontracted transport: Enter the name of the chartered carrier if already known, if not, you can leave the field blank and come back to it later using the transport allocation help.
- Own transport: Enter the name of the driver/vehicle that will carry out the mission. (You can assign a driver at this stage, or from your schedule. More information on assigning a driver to your transport)
💡 Good to know! you can choose to send or not the transport to the trucker / carrier, thanks to the checkbox.
You can wait until your planning is complete and send all the missions at once from the scheduler page.
Support exchanges:
⭐️ More information on managing your support exchanges here.
Additional information:
- Operator note or instructions :
Drivers : Make things easier for your drivers by letting them know how many supports (such as pallets or containers) are expected at pickup and delivery, whether they need to be returned, removed, delivered, or picked up.
Operation : Add useful instructions for the operation that will be visible to the client, but not to the driver.
⭐️ More information on How to use instructions on a Dashdoc transport?
- Business Privacy :
Activating “Business Privacy” on a transport ensures that the pickup and delivery locations are not aware of each other.
While the carrier and the shipper are aware of the entire transport, the loading site will see the client's address as the destination, and the delivery site will see the client's address as the origin.
The carrier and the shipper will have all the information on the transport, but the pick-up and delivery sites will only see the carrier and the shipper. Two eCMR will be created, and they will not be available from the app.
- Trackdéchets:
Link a Trackdéchets BSD number to facilitate validation directly from your drivers' app.
Would you like access to the Trackdéchets connection? Contact us
- Holder exchanges:
You can make it easier for your drivers by informing them of the number of holder expected at pickup (to be returned / picked up), and at delivery (to be delivered / picked up).
⭐️ More information on Manage your holder exchanges
C) Save!
That's it! You're done! 🎉
Your new transport is now created, you can come back and complete the information from "my transports" or from your scheduler.
🚀 The form is fully accessible by using the keyboard !
The "tab" button ⇥ to move from one field to the next,
The "enter" button ↲ to validate the entry.
Below are the keyboard shortcuts to select the elements of the transport to add :
Not yet a customer ? If you would like to have access to a demo tell us here: