Opening the Freight Booking dialogue
1. Open the Dispatch menu
2. Select Freight Booking
Internal users require the Dispatch Role and the Bookings - Freight task to access this dialogue
Creating a Freight Booking
Selecting a freight payer
The freight payer is the client that will be billed for the booking when invoiced
1. Select a client from the Freight Payer drop down
Only internal users and the freight payer you selected will be able to see this booking
If you have no clients created please read the Client chapter's article: Creating, Modifying and Disabling a Client Company Record
2a. If the selected client has Auto Docketing disabled, optionally enter a docket/ consignment number.
2b. If the selected client has Auto Docketing enabled, the docket number will be automatically entered when the booking is saved
3. Optionally enter the pickup site's reference into the Pickup Reference field
4. Optionally enter the client's reference for this booking into the Order Reference field
5. Optionally enter the delivery site's reference into the Delivery Reference field
Shipper and Consignee sites
Freight bookings have two predefined sites for Shipper and Consignee. (Adhoc movements in between these sites can be added later during allocation to your vehicles).
Sites can be entered free form or selected from previous entries in a booking, or from the Places dialogue found under the Super User menu.
When a site is created it is stored and linked to the client you've selected as the freight payer so that you can use it again later without having to type it out again.
As you start typing a site's name you will be presented with an auto-complete drop down list containing any previous entries that have been linked to this client which begin with the letters you have typed.
7. Enter the Shipper's site name into the first text field
8. Optionally enter the street address into the first address line
9. Optionally enter secondary address information into the second address line
10. Optionally enter tertiary address information into the third address line
11. Start entering the site's suburb or city into the fourth address line. A drop down will appear containing locations that match and the more you type the more relevant they will become.
12 - 16. Repeat the above steps for the Consignee.
The last address line of a site is used for rating purposes so it is important that you are as specific as possible
Goods are added to bookings as "line items" and can be automatically rated using Commodities (rate cards).
- A line item can be added per shipped item (i.e. "Couch", "Desk", "Chair") or for a group of goods that are rated the same way (i.e. "Bulk Freight", "Miscellaneous goods").
- Commodities can be called anything you like but are usually named in a manner relevant to how the line item is rated (i.e. "Weight", "Cubes", "Each", "Pallet", "Carton" etc.).
- Simple and coherent commodity names will ensure internal users and clients who book online pick the correct option.
- Line items that use the same Commodity are rated together.
- If no Commodities have been setup your booking can be manually rated with the "Rate Override" option
Creating a line item
17. Enter the quantity of goods(must be 1 or higher and cannot include decimal places)
18. Optionally select how the goods are packaged
19. Optionally enter a description of the goods
20. Optionally enter the good's weight in kilograms
21. Optionally enter the good's cubes
22. Click the Add button
23. Repeat the above steps and add 3 more line items
Updating a line item
24. Click the pencil icon of one of the line items you created in the above steps
25. Change some of the line item's details (they will appear in the same location you originally entered them)
26. Click the update button to apply the changes
Deleting a line item
27. Click the Red Cross icon on one of the line items you created in the above steps
Notes and Comments
The Notes & Comments tab allows you to record optional instructions or notes. These notes are freeform and can be changed at any stage of a job's life and are displayed on any consignment notes created from the system.
Certain key works will trigger icons to show in the Flags column for this job on your dispatch workbench:
- Any notes trigger a blue asterisk icon
- The word CALL triggers an orange telephone icon
- The word URGENT triggers a red clock
28. Click the Notes & Comments tab
29. Optionally enter comments that both internal users and the freight payer can see.
30. Optionally enter comments that only internal users can see
Service types are an optional feature which allows users to define the type of freight service that should be provided.
There are four service types for freight bookings:
- Standard (default option)
Service types allow you to create multiple versions of the same commodity but at different rates.
For example you could have a commodity called "Weight" which charges:
- $10 at an Economy rate
- $20 per kilogram at a standard rate
- $30 per kilogram at an express rate
- $40 per kilogram at an urgent rate
31. Optionally select a Service Type
Pallets and Lifts
14a. Optionally enter how many hire pallets there are for this booking
14b. Optionally enter how many non-hire pallets there are for this booking
14c. Optionally enter how many lifts are required for this booking
14d. Optionally enter how many hire pallets that are expected to be returned
The goods type and required temperature fields allow you to identify if the booking's goods have specific storage requirements. There are three goods types:
If a freight payer's goods are always of a particular type with specific temperature requirements they can be set as defaults in their Profile tab in the Client Maintenance screen.
15a. Optionally select an option from the Goods Type drop-down
15b. Optionally enter the temperature the goods must be stored at in the Req Temp field
Pickup and Delivery Dates
16a. Enter the date and time the goods need to be picked up into the Required Pickup fields
16b. Enter the date and time the goods need to be delivered into the Required Delivery fields
A booking's cartage charge is calculated in three ways:
- Auto-rated when commodities are supplied
- Manually rated
- Set as no charge by ticking No Chg
For this exercise you will manually rate the booking.
17a. Tick Rate Override
17b. Manually enter a cartage charge
Saving your booking
17. Click Save Booking
Once your booking has been successfully saved it will go into View Mode. This layout is the same that you will see when a freight booking has been opened from your Dispatch workbench.
if auto docketing is enabled for the freight payer then the docket number will now be generated.
When a booking is in it's View Mode more options become available on the details tab and a quick actions drop down will appear. For more information see the articles on these topics in the current chapter