Introduction to Transport Module

Overview

The Transport module is a comprehensive solution for managing land transport operations from initial booking to final delivery. It provides end-to-end functionality for order management, job execution, route planning, run sheet management, and consolidation operations.

Key Features

• Order Management: Create and manage transport orders from sales quotes
• Job Execution: Convert orders into operational transport jobs
• Route Planning: Plan multi-leg routes with templates
• Run Sheet Management: Create daily run sheets for drivers
• Consolidation: Group multiple jobs for efficient delivery
• Routing Integration: Integration with OSRM, Mapbox, and Google Maps
• Telematics: Real-time vehicle tracking and ETA updates
• Carbon Tracking: Calculate and track carbon emissions
• Portal Access: Customer portal for job tracking

Module Structure

The Transport module consists of the following core documents:

Transaction Documents

• Transport Order - Initial booking document
• Transport Job - Operational execution document
• Transport Leg - Individual pickup-to-delivery segments
• Transport Plan - Planning document for multiple run sheets
• Run Sheet - Daily operational document for drivers
• Transport Consolidation - Grouping multiple jobs together

Master Data

• Transport Template - Predefined leg plans
• Vehicle Type - Types of vehicles
• Load Type - Types of cargo
• Container Type - Types of containers
• Transport Vehicle - Vehicle master data
• Driver - Driver master data
• Transport Company - Transport company master data
• Pick and Drop Mode - Pickup and delivery modes

Configuration

• Transport Settings - Module configuration

Workflow Overview

1. Sales Quote → Create Transport Order
2. Transport Order → Create Transport Job
3. Transport Job → Create Transport Legs
4. Transport Legs → Assign to Run Sheet
5. Run Sheet → Execute and track delivery
6. Transport Leg → Create Sales Invoice for billing

Related Modules

• Pricing Center: Sales Quote integration
• Warehousing: Integration with warehouse operations
• Sustainability: Carbon footprint tracking
• Job Management: Job costing and tracking

Getting Started

1. Configure Transport Settings with routing, telematics, and carbon settings
2. Set up Master Data (Vehicle Types, Load Types, Drivers, Vehicles)
3. Create Transport Templates for common routes
4. Create Transport Orders from Sales Quotes or manually
5. Convert orders to Transport Jobs for execution
6. Create Transport Legs and assign to Run Sheets
7. Execute and track delivery through the system