Why should you be using Transport Templates ?
Do you have recurring transports that are similar with a given customer and do you want to save time creating your orders? ⏱️
Transport templates are made for you!
Transport templates allow you to create a "typical transport model" with pre-filled fields. These templates will be offered to you when creating transport for a given shipper.
Guaranteed time savings for your Dispatcher ! ⏱️ 🚀
How to set up your transports templates ?
There are 2 ways to create a transport relation :
💡 Unlike single or multiple transport duplication, here you can choose which fixed fields are to be reused !
Creation from ordering party:
In the address book, select the ordering party to which the transport relation will be attached
Click on the '+ New template' button (located on the right of your screen)
Then fill in the fixed fields of your relationship, these will be duplicated each time you use it:
Creation from existing transport:
In 'My transports', click on the transport to transform into a template
Once opened, select 'New template'. You can now give it a name, modify and/or complete certain fields if necessary and save it, voilà !
💡
Any transport can serve as a model, regardless of its status!
You can now create transport relationships with several pick-up and/or delivery points
and add your load breaks.
How to use your templates ?
→ From the address book:
→ From the route creation form, as soon as you have informed the client:
Not yet a customer ?
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