The Dashdoc address book is divided in three categories : The Partners, the Logistics points and the Contacts
From the address book, you can:
Create new partner companies (shippers, customers to be invoiced, carriers, etc.)
Modify information linked to partner companies (invoicing address, etc.)
Create and invite tracking contacts to follow shipments on their guest portal
Add security protocols linked to logistics points
Manage your signatories
🤝The Partners
Under this tab, you will find your shippers, your carriers as well as the companies attached solely to logistics points.
You can filter and create a view to easily find your recurring filters:
You can add a Shipper partner as a Carrier by clicking on its customer file in the Information and Partner type section.
🏦 The shippers & invoicing addresses
On the "Shippers" pages, you will find company profiles for :
the shippers with whom you work
the billing addresses associated with these shippers
Each principal record has 2 tabs:
A general tab with 6 blocks:
An administrative information block
A block with the invoicing address where you can choose to :
use the administrative address as the billing address
use another address as the billing address
make this company non-billable
A contacts block:
Here you will find your invited contact on the web portal and your transport follow-up contacts.
☝ The contacts are attached to the company, and this company can have several logistics points attached to it. The invited contacts of the company will have access to the flows for which you have collaborated for all the logistics points attached to this company record.
A Map block with the customer's location
A block on the logistic points attached to this shipper
A Notes block where the information is visible when a transport is created, in the Price section of a transport and on invoices.
A transport template tab: where all the transport templates you have pre-defined for this partner are listed.
What is an invoicing address?
While the shipper is the company that requested the transport, the customer to be invoiced is the company that will receive the invoice.
In most cases, this address will be the same as the administrative address, but sometimes you may need a different address.
To save you time, this field is filled in automatically when a shipment is created if the principal is billable.
How do I change the billing address?
Click on the billing block to access an interface that allows you to change the address:
By default, the administrative address is used as the billing address.
If the administrative address is changed, the billing address will not be changed automatically.
Why make an address non-billable?
If you need to invoice an entity other than the shipper, you need to make the shipper non-billable and create a new one that will be billable.
When a shipper marked as non-billable is used in a transport, the customer to invoice for the transport is not filled in automatically.
It is therefore necessary to choose another customer to invoice before you can bill this transport.
🚛 The Carriers
In this tab you will find the list of Carriers with which you collaborate. For each carrier you have a company file which includes 5 blocks :
A block on the administrative information
A block concerning the contacts :
Here you will find your invited contacts on the web portal and your transport follow-up contacts.
You can indicate which function each contact has and thus clearly identify who does what at this carrier
A block on the logistic points linked to this carrier
A block showing the key figures and punctuality indicators of the transport partner, since the beginning of your relationship via Dashdoc
A Notes block where information is visible when a transport or subcontract is created
🏢 Other companies in Dashdoc
Here, the list of companies that are neither carriers nor shippers with which you collaborate. Each company file is composed of 4 blocks:
A block on administrative information
A block on contacts :
Here you will find your invited contacts on the web portal and your transport follow-up contacts.
☝ The contacts are attached to the company and this company can have several logistic points attached to it. The invited contacts of the company will have access to the flows for which you have collaborated for all the logistic points attached to this company record.
A block on the logistics points attached to this company (through which you can modify the addresses themselves, their geolocation, the associated signatory contacts, etc.)
🏭 The Logistic points
This entry contains all logistic points that were used during your transports. You can search for addresses by the name of the company to which they are attached.
From this tab you can :
Create logistic points
See the possible signatories who are attached to this point and who will be involved in signing the e-CMR
See if security protocols are attached via a dedicated filter
See if GPS coordinates are checked via a dedicated filter
See if site instructions are added via a dedicated filter
By clicking on one of them, you will access this file.
From this file you can :
Link the logistics point to a Partner
Add safety protocols linked to the site in question (which will be sent to your drivers)
Add site instructions
View average time spent on site
Add a link to the Dashdoc Flow appointment booking site
Check the geolocation of your addresses
Delete this address (provided that it is not linked to a company or that the company to which it is linked has another reference address)
For more information, click here.
👨💼 The Contacts tab
The "Contacts" tab in Dashdoc allows you to find your follow-up contacts and invited contacts on the Dashdoc portal.
You can search for them by last name, first name, company name...
This tab also allows you to follow the invitation status of your contacts.
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