Transport Setup

Prerequisites

Before setting up the Transport module, ensure the following are configured:

• Company: Company master data
• Branch: Branch master data
• Cost Center: Cost center master data
• Profit Center: Profit center master data
• Customer: Customer master data
• Address: Address master data
• Employee: Employee master data (for Transport Planner)

Initial Setup Steps

1. Configure Transport Settings

Navigate to Transport Settings and configure:

• Routing Provider: Set up routing (OSRM, Mapbox, or Google)
• Telematics Provider: Configure vehicle tracking
• Carbon Settings: Set up carbon emission calculation
• Automation: Enable auto-billing and vehicle assignment
• Planning: Configure forward/backward days for planning

For detailed configuration, see Transport Settings documentation.

2. Create Master Data

Set up the following master data:

• Vehicle Types: Types of vehicles (Truck, Van, Trailer, etc.)
• Load Types: Types of cargo (Road, Rail, Bulk, etc.)
• Container Types: Types of containers (if applicable)
• Transport Vehicles: Actual vehicles in fleet
• Drivers: Driver master data
• Transport Companies: Transport company master data
• Pick and Drop Modes: Pickup and delivery modes

For detailed master data setup, see Master Data documentation.

3. Create Transport Templates

Create reusable templates for common routes:

• Template Code: Unique code for template
• Description: Template description
• Legs: Define leg plan with facilities and modes

For detailed template creation, see Transport Template documentation.

4. Configure Permissions

Set up role-based permissions:

• Transport Order: Create, submit, and manage orders
• Transport Job: Create, submit, and manage jobs
• Run Sheet: Create, dispatch, and manage run sheets
• Transport Settings: Configure module settings

Integration Setup

Sales Quote Integration

• Ensure Sales Quote module is configured
• Transport rates can be calculated in Sales Quote
• One-Off quotes can create Transport Orders

Accounting Integration

• Ensure Job Costing Number is configured
• Link Transport Jobs to Job Costing Numbers
• Configure Sales Invoice creation from legs

Telematics Integration

• Create Telematics Provider document
• Configure provider API settings
• Set as default in Transport Settings

Routing Integration

Choose one of the following:

• OSRM: Free, open source (default)
• Mapbox: Requires API key
• Google Maps: Requires API key

Configure API keys in Transport Settings.

Post-Setup Checklist

• [ ] Transport Settings configured
• [ ] Master data created (Vehicle Types, Load Types, etc.)
• [ ] Transport Vehicles added
• [ ] Drivers added
• [ ] Transport Companies added
• [ ] Transport Templates created
• [ ] Permissions configured
• [ ] Routing provider configured
• [ ] Telematics provider configured (if applicable)
• [ ] Carbon settings configured
• [ ] Test Transport Order created
• [ ] Test Transport Job created
• [ ] Test Run Sheet created

Next Steps

After setup is complete:

1. Review Master Data documentation
2. Review individual DocType documentation
3. Review Transport Settings documentation
4. Create test transactions
5. Train users on workflows