Introduction
When you create an order, you will choose the transport service the order is linked to. The transport services your company offers are set up in RATES, for instance groupage, full loads, exceptional transport.
Create a Transport Service
To add a Transport Service Navigate to RATE in the main menu. Select Order input from the sub-menu. On the left hand menu, select 'Transport services'.
General info
Click on '+Add transport service'
Complete at least the mandatory fields, such as Name.
Select the 'Cargo type'. You can choose one of the following options:
Goods: Use this for all types of transport outside containers and traction-only transport.
Owned container: Use this for owned container transport, where the containers are under the control of the transport company.
Seacontainer(import/export): Use this for sea containers(import/export) transport. These orders will involve collect containers (either full or empty) on behalf of a client and dropping (either full or empty) at predetermined locations.
Traction: Use this when transporting your customers' trailers. In this scenario, you only provide the tractor and driver.
When configuring a transport service level, select if the "enforce time windows toggle" gets enabled by default or not if a time window is selected.
Planning
In the Planning category, you can choose a transport network in the dropdown menu. This can be used to automatically add a stop for this type of service.
Example:
With groupage, you can opt to always unload and load back into your depot. If you then select this transport service, you do not have to manually add the unloading and loading in the depot each time to the order.
You can create a transport network via Location > Transport networks.
Price list info
Split Revenue over trips: Select how revenue can be split if multiple resources are involved in the trip. Options include:
% of leg - set default percentage for each leg (collect/delivery)
Distance - Based on distance completed per resource, ie: trip=100m and driver A completes 20m = 20%
Time - uses planned timestamps to distribute revenue across the trips according to how long each trip takes; ie: Collect leg = 50minutes / Delivery leg = 4 hours 50 minutes. The revenue would be split proportionally based on these durations.
Select the default vehicle size that will be used to calculate tolls and route. If nothing is selected here, the default will be 'RIGID (3.5 to 7.5 ton GVW)'.
Set default tax rate and Nominal code for sales invoice. Setting this here will ensure invoice details are complete and ready for import to accounting packages.