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Transport creation in Dashdoc

Create a transport in Dashdoc with the OT creation form, it's simple & efficient !

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Written by Support Dashdoc
Updated over 6 months ago

Who can create a transport order in Dashdoc ?

You can create a transport in Dashdoc if you are :

  • A Dashdoc Customer Carrier or shipper

  • A shipper invited on Dashdoc by a Dashdoc customer

Guests in Dashdoc can create orders only for the carrier who invited them.

How to create a new transport

There are 4 ways to create a new transport:

  1. A simple form to create all your orders

    🚀  Accelerate the transport creation & win time with the following methods :

  2. You are doing recurring transports along the weeks? Save time by duplicating a transport: you can create one or several transports at once from an existing transport.

  3. You are doing recurring transports for a shipper? Create a template : it is a model, a framework of transport, linked to a shipper. Once created, chose it from the creation form and the fields will be pre-filled !

  4. You can adapt your Excel file to our standard file, to import at once several transports from a client.

1. Create transport from the form

A) Click on "New Transport" button

B) Fill the form : only * are mandatory

Below is the list of items you can fill out in the creation form. Feel free to use the keyboard shortcuts to speed up your input.

  • The shipper*

  • The loading site*

    • You will be able to link a contact, a planned date and hour, references, instructions ...

  • The unloading (delivery) site

    • You will be able to link a contact, a planned date and hour, references, instructions ...

  • 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

    • From "load" tab, you chose:

      • 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 ...

  • The price

    • Chose the client to invoice and set the price calculation (flat or variable). You can later add a fuel surcharge on several transports at once.

  • The means :

    • Self-operated transport: chose the trucker and / or vehicle if you already know him, or go back to it from the planning.

    • Chartered / subcontracted transport: chose the carrier if you already know him, or go back to it thanks to the transport attribution.

      💡 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.

Additional options of the creation form

  • Business privacy

    Activate the "business privacy" toggle to prevent the pick-up and delivery sites from knowing each others.

    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. 2 eCMR will be created and no sharing available from the app.

  • Trackdéchets : Associate a BSD Trackdéchets number to facilitate its validation directly from your drivers' app.

    Want 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 !

Here we go! It's 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 :

2. Create transport by duplication:

Mass or simple duplication is now available upon creation of a transport order

1 - Choose the command to duplicate:

  • At the end of the creation of a new order

  • By selecting an existing order on the schedule Where or In "my transports"

2 - Choose the duplication mode:

  • Simple: create a single copy

  • Massive: create and schedule multiple copies

3 -Select the information you want to keep: license plates and drivers or timetables.

4 - If you selected massive duplication, choose the number of times the order should be duplicated, the frequency and the days.

5 - Click on "Save and duplicate" to save your new order and duplicate it.

⭐️ More information on Duplicate mass transport orders

3. Create transport from a transport template

For your recurring transports, use the transport templates to pre-fill the transport:

- In the address book, select a shipper and create a relation

- From an existing transport, select "create a template" on the top of the page

Once you are in the creation form, select a shipper :

1- The available templates will be displayed

2- Choose the right template

3- Modify the information if needed

3- Save and find your transport in the pool of the planning or in the transport list

4. Create a transport via Excel import (A > B only)

Click here to learn more about it

Multi-loading or multi-unloading: add or remove sites

1- Use the "+" button to add

2- Save the address of the new point.

3- Use the bin on the right of each activity to delete it.

4- Reorder the activities once the transport is created (a loading must set before an unloading !)

Not yet a customer ? If you would like to have access to a demo tell us here:

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