When a Scheduled Trip has been created the logistics or sales team need to connect the Delivery Agreements to an upcoming Scheduled Trip.
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2. Allocate the Scheduled Trip in the Shipping tab in a Delivery Agreement
Allocate Delivery Agreements into Scheduled Trip
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Here is an example of two Delivery Agreements for two different customers that are ready to be assigned to a scheduled trip.
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The Allocate Agreements functionality is available both on scheduled trip card and list. |
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This action opens a new page with a Delivery Agreement overview where the user can select the corresponding Delivery Agreement.
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Click on Close to finish and allocated the selected Delivery Agreements.
Allocate Scheduled Trip in a Delivery Agreement
It is also possible to assign a Scheduled Trip directly in a Delivery Agreement.
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Notice the field Transport Unit ID (Designated) – There will be description later on for its purpose (see chapter Delivery Agreement – Designated Transport Unit for further details).
View Allocated Agreements
To view how many Delivery Agreements are allocated to a specific Scheduled Trip, look at the FactBox .
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