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User Guide

Transport Services

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Select Transport Service option

Enable Transport Service module

  • Login with the top administrator account
  • Navigate to Organizations > Group List tab
  • Click on Edit icon of the Administrator User group of the Manufacturer
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  • Enable the Services module as shown below, then click on Save button to confirm the change
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Select Transport Service option

  • To select the appropriate Transport Service option, perform the steps below:
  • Navigate to Organizations > Organization List tab
  • Click on Edit icon of the Manufacturer
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  • On the Organization Information screen, click on Transport Service By field, select 2. Product
  • Click Save to confirm the change
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Transport service by Product

Definition

  • Transport services by Product is the action of a Transporter delivering a product from a warehouse of your organization to a warehouse of your customer (Defined as Depart way), and also delivering empty product cases/returned product items from the warehouse of your customer back to the warehouse of your organization (Defined as Return way)

Locate Transport Service list

  • The Transport Services are listed on the tab Services > Transport Services

Information fields of a Transport service by Product

  • Important Note: For each product, it is compulsory that you create both First way and Second way transport services. Those Transport Services will have the same Transporter, origin Depot and destination Customer , Service Price, Price Unit, Product Code. The differences are the Service Codes and the Types
Information fieldDescription & Input
Service Code
(Web form + Excel template)
(Required)		1. Description:
A management code assigned to the transport service being created
2. Input rules:
Format: Must not contain spaces
For example: "Service 01" is not acceptable; "Service_01" is acceptable
Organization Code (Web form); Transporter Code (Excel template)
(Required)		1. Description:
The Transporter who will perform the transport service being created
2. Input rules:
Web form:
Click on this field. Type the Organization Name/Organization Code of the transporter into the search bar, then select from the drop down menu
Excel template:
Copy the Organization Code of the transporter on Web app, then paste into this cell
Note:
The Organization Name/Organization Code of the Transporter can be found under "Organization Name" and "Organization Code" columns in "Organizations > Organization List" tab
From
(Web form + Excel template)
(Required)		1. Description:
The Depot from where the product in the transport service being created will be picked up
2. Input rules:
Web form:
Click on this field. Type the Organization Name/Organization Code of the appropriate Depot into the search bar, then select from the drop down menu
Excel template:
Copy the Organization Code of the appropriate Depot on Web app, then paste into this cell
Note:
The Organization Code of the Depot can be found under "Organization Code" column in "Organizations > Organization List" tab
To Customer (Web form); To (Excel template)
(Required)		1. Description:
The customer to where the product in the transport service being created will be delivered
2. Input rules:
Web form:
Click on this field. Type the Organization Name/Organization Code of the appropriate customer into the search bar, then select from the drop down menu
Excel template:
Copy the Customer Code of the appropriate customer on Web app, then paste into this cell
Note:
The Customer Code of the Customer can be found under "Customer Code" column in "Partners > Customer List" tab
Type
(Web form + Excel template)
(Required)		1. Description:
Type of the transport service being created (First way or Second way)
2. Input rules:
Web form:
Click on this field, select the suitable type from the drop down menu
Excel template:
If the transport service being created is Depart way type, input the following value into the cell: 1 way
If the transport service being created is Return way type, input the following value into the cell: 2 ways
Product Code
(Web form + Excel template)
(Required)		1. Description:
The product to be delivered from the origin location to the destination location by the transport service being created
2. Input rules:
Web form:
Click on this field. Type the product code of the product into the search bar, then select from the drop down menu
Excel template:
Copy the product code on Web app, then paste into this cell
Note:
The product code can be found under "Product Code" column in "Products > Products" tab
The product has to be created for both the origin location and the destination location prior to creating this service
Price Unit
(Web form)
(Optional)		1. Description:
The unit of the product in the transport service being created
For example: "Pack; Case; Item" etc.
2. Input rules:
This field automatically takes the value of the "Form/Unit" field of the selected product
Service Price (Web form); Service Unit Price (Excel template)
(Required)		1. Description:
The price of the transport service being created
2. Input rules:
Input only the value. Do not input the unit
For example: Price of the transport service being created is: One hundred dollars. Input this value into the field/cell: 100
Start Date; End Date; Vehicle Type Code
(Excel template)		These information fields are used for Transport service by Transporter. You do not need to input anything. Just leave the cells blank

Create Transport service using Web form

  • Please refer to the CRUD functions article to know the general steps about creating single object using Web form
  • Below is an illustration gif demonstrating the creation process of a Transport service by product on Web form
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  • You can move on to create a new transport service without leaving the Add New Service screen simply by clicking on the Save and Continue button
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Create multiple Transport services using Excel template

  • Please refer to the CRUD functions article to know the general steps about creating multiple objects using Excel template
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Updated over 4 years ago