Transport

Transport Management overview

1.

Select the despatch /invoicing menu

2.

Select the transport management folder and select your branch new window opens

3.

The left-hand side of the screen has all call offs, the columns contents explained below; these columns can be filtered

Call off – call off number

Customer – Customer name

Due – this is the due date customer has requested for deliver the due date is always week commencing

Pref Day – when a customer requests a preferred delivery date the scheduler will enter this when the call off is first created and will be visible here

No Doors- this will show the quantity of doors on the order

No Frames – this will show the number of frames on the order

CO Value OS – this is the value of the call off

Postcode – Postcode of where the call off is to be delivered – if this column does not have this information this needs reporting back to the scheduling team

County – county of where to be delivered

Transport – when the call off has been assigned to a vehicle the vehicle details will be visible

Site – this is to be filtered to your site to view all your call offs

4.

Colour coding explanations below

Grey – the call off has been despatched in Rtis

Orange/Brown – this is a IBT from Thornaby

Blue – this is a new call off not planned yet for delivery

Yellow – this means that contract delivery has contacted the customer and the customer is ready to take delivery as per the week commencing date and knows that transport will contact them soon to confirm which day of that week the delivery will be made

Purple – Transport has assigned a vehicle to the call off

Green – Transport has confirmed with the customer that the call off will be delivered on the date planned