Allocating Delivery Agreements to Scheduled Trips

Owned by Agnes Sigurþórsdóttir (Unlicensed)
Last updated: May 26, 2023
3 min read

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

 

The same scheduled trips are going to used as in previous chapter.

In the next chapter two Delivery Agreements for two different customers are going to be assigned to the scheduled trip.

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 information from the trip can be viewed under shipping and in the Delivery Agreement 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.