Thanks to Dashdoc, you can alert your principals, carrier or collection/delivery site of the evolution of the status of transport.
Automatic follow-up emails will be sent to the "follow-up contacts" that you entered when creating the transport / order, or afterward.
☝️ To give your partners a global view, you can also invite them to their invited Dashdoc portal.
💻 Add follow-up contact(s) at order creation
Create an order
Add follow-up contacts for the :
Shipper
Carrier
Loading site
Delivery site
Save the order.
🔗 Add follow-up contact(s) after the order has been created
Go into the order and click on follow-up contact and edit.
Add your contacts.
Your recipient receives an e-mail with the consignment note. He can click on "view transport details" to see all the information about the order.
To find out which emails have been sent you can refer to the table at the bottom of the article.
🗑️ Modifying or deleting a company's follow-up contact
Option 1 : from the "Contacts" tab of your blue menu you can search for the name of a contact and go directly to the companies to which this contact is attached
Option 2 : from the address book by searching for the company to which the contact is attached (via the shippers tab, carriers or via the loading and unloading addresses)
Next to the contact you can modify it with the little pen provided you have not yet invited it to access its Dashdoc guest portal.
If you have already invited a contact but want to modify it, you must first delete it, then recreate it and invite it so that it has new access.
📧 What emails do the follow-up contacts receive?
Once the follow-up contacts have been filled in, they will receive automatic emails at different stages of the transport :
The shipper will receive an email :
When the transport order is created by the carrier
At the beginning of the mission
At the end of the mission
The carrier will receive an e-mail :
When the order is created by the client to accept or refuse it
If the client cancels the order
If the client modifies the order
When a shipment is not completed (reminder to complete the missing information)
The pick-up and delivery site will receive an email :
When unloading is complete
For more details, you can refer to the table below :
Transport stage | Contact who receives a notification | Email received |
Creation of the transport | Contact for carrier | New transport demand |
Order cancelled | Contact for carrier | Order cancelled |
Order declined | Contact for shipper | Order declined |
Order accepted | Contact for shipper | Order accepted |
Updated order | Contact for carrier | Updated order |
Arrival at pick-up site | Contact for shipper | Order initiated |
Loading done | Signatory | Signed transport document |
Transport done | Follow-up contacts: shipper, loading and unloading | Delivery completed |
Order not completed* | Contact for carrier | Daily reminder mail Request for transport information |
Missing documents* | Contact for carrier | Weekly reminder mail Request for documents |
Remarks :
In the case of several loading or unloading sites in the order, the shipper contact is duplicated as many times as there are deliveries.
Delivery completion emails are only sent once the entire shipment has been completed.
Follow-up contacts receive as many delivery completion emails as there are deliveries in the shipment.
*For more information on carrier reminder emails, see the detailed article.
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