When a Scheduled Trip has been created the logistics or sales team need to connect the Delivery Agreements to an upcoming Scheduled Trip.
There are two ways of assigning/allocating Delivery Agreements to a Scheduled Trip:
1. Allocate Delivery Agreements into Scheduled Trip
2. Allocate the Scheduled Trip in the Shipping tab in a Delivery Agreement
Take note that in this chapter we will use the same example so it is easier to follow. In this example.
Here is an example of two Delivery Agreements for two different customers that are ready to be assigned to a scheduled trip.
The same scheduled trips are going to used as in previous chapter.
Allocate Delivery Agreements into Scheduled Trip
To assign the Delivery Agreements go to the Scheduled Trip List and select the designated Scheduled Trip, then click on Agreements > Allocate Agreements.
The Allocate Agreements functionality is available both on scheduled trip card and list.
This action opens a new page with a Delivery Agreement overview where the user can select the corresponding Delivery Agreement.
Select the Delivery Agreement, then click on Available Agreements > Allocate Agreement.
The Delivery Agreement shifts over to the right-hand side.
Click Close to finish and allocate the selected Delivery Agreements.
Now the Scheduled Trip has been linked to the Delivery Agreement and can be viewed in the Agreement under Agreements and in the lines.
Allocate Scheduled Trip in a Delivery Agreement
It is also possible to assign a Scheduled Trip directly from a Delivery Agreement.
Below is an example of a Delivery Agreement that is ready for a scheduled trip.
Under the shipping tab click on the Scheduled Trip No. field. A drop-down list appears with all registered Scheduled Trips.
Select the related/suitable trip for that specific Delivery Agreement.
This connects/allocates the Delivery Agreement to the Scheduled Trip. Notice how the related logistic fields fill out automatically when a Scheduled trip No. is selected.
Click here for more information about the available logistics functionality in a Delivery Agreements.
View Allocated Agreements
Take a look at the FactBox to view how many Delivery Agreements are allocated to a specific Scheduled Trip.
Here is the same example used previously, where two Delivery Agreements where allocated to an scheduled Trip.
