Manage transporters and assignments

Transporters are assigned operational work according to the company configuration and available logistics actions.

Manage transporters and assignments

Transporters are assigned operational work according to the company configuration and available logistics actions.

Overview

Transporters are assigned operational work according to the company configuration and available logistics actions.

Keep locations and handoffs distinct

The company connects the network. An agency represents local operational handling; a hub represents a logistics location used along the route. A transporter is an assigned operator, not a location. Users must be attached to the relevant organization or assignment before their workspace can show the appropriate records.

Bags describe groups of orders between final origin and destination agencies. Transfers describe individual agency-to-hub, hub-to-hub or hub-to-agency movements permitted by the route. Intermediate receipt changes the bag’s current location, but does not mean every order has completed final verification. At the next leg, check that the transfer starts from the recorded current location.

At the final destination agency, receipt is followed by item verification and final bag opening. At a hub, the permitted onward process can make a received bag ready for the next transfer. Use the actual location, record status and visible controls rather than assuming that every team member can perform the same action. Share bag, transfer and order references explicitly during a discrepancy.

Steps

  1. Open Transporters and find or create the required transporter record through the available controls.
  2. Review its contact and payment settings where shown.
  3. Assign the transporter through the transfer or order controls appropriate to the work.
  4. Confirm the assignment in the operational record before recording departure or delivery.

Good to know

An assignment must match the physical handover. Transporter accounts see work permitted by their role and assignment.

The company Users menu separates individual accounts from Vendors, Agencies, Hubs and Transporters.
The company Users menu separates individual accounts from Vendors, Agencies, Hubs and Transporters.

Application links require the appropriate account access. The destination is selected for your signed-in role.