For loading/unloading operations created in a two-stage process, an order object is first generated, followed by the addition of a with a time window. Such orders are typically created by the Logistics team of the Client's company or by Contractors. Subsequently, in the next stage, they are adviced by Transport/Logistics companies responsible for the transportation of goods based on the order.
To create a loading/unloading order:
- Log in to the system.
- In the upper right corner, you will see the types of orders available for advice. If you have access to multiple types of orders, they will be accessible under the "+Plan" button. If you have access to only one type of order, its name will be displayed.
- Click the left mouse button on the type of order you wish to advice.
- The system will display the loading/unloading order creation form, specific to the settings of the Client. These forms may vary
- Complete the form.
- Click the "Save and Close" button to confirm the entered data.
- The order does not yet have an advice and a time window, so it is only available in the "Transports" table.
The process of advice is described in this article -> How to add advice to an order?