How to create a transport order based on the purchase order

You as supplier do receive purchase orders from you customer to deliver goods at their warehouse or stores. 

• if you deliver the goods your self, you can directly make an appointment to deliver, the booking of a slot at certain date and time. We call it a shipment. 
  • See: How to book a Shipment as supplier
    • or
  • See: Step by Step guide to book a slot as supplier
• if you involve a carrier, you pass transport order to your carrier with all information that is needed for the carrier to fulfill his task
  • Who is the carrier
  • Where does the carrier has to pick up de goods
  • At what date time and time are goods ready to be picked up
  • What is the reference (PO) between you and your carrier
  • What are the volumes to pick up and deliver
  • When are the goods expected to deliver
  • Any comments
  • You see, a lot of information can be passed. You do not need any other software then Streamliner to handle all your transport orders with your carrier and all that is for free
  • See for all details: Step by step guide to Invite & Involve carriers as a supplier

Remark: It's not because you have invited a carrier that a carrier will your orders. A carrier never has access to your order. You are in control which carrier you involve to deliver witch orders by using transport order. 

In this article we explain how to create a transport order for one or two order with the assumption that you invited your carriers and that your pick up locations are created

Step 1: Go to the Streamliner in your Community

Go to Dashboard page, enter the Community page. You will find the Streamliner under ‘Plugins’ on the right side.

Step 2: Go to the 'Purchase Orders' tab

Once you've entered the Streamliner, you will find the 'Purchase Orders' tab in the center/top of the page.

Step 3: Select the Location 

Step 4: Add Order(s) to the basket

Click on the Order. The right pane will open and will show the action 'Add to basket' . Click on 'Add to basket', the number of orders in the basket will increase. 

You can do this for multiple Purchase orders, one after the other. Once you've added all Purchase orders for a single Supplier and for zones that can be combined, click on the blue 'Basket' button in the top right corner. 

Next, click on 'Book' if you will take care of the transport your self. Click on ‘Assign to carrier’ if you handover the transport to a carrier.

Step 5: Create the transport order for your carrier

Streamliner will guide you through a simple process to create a transport order for your carrier where you decide on the pick up place and date and the volumes to be transported.

1. Give the reference between you and your carrier.  This can be your ASN N° as example. You can even link the ASN document afterwards to the transport order. This reference is normally the reference that will be used by your carrier to select what he has to deliver. Your carrier is not necessary aware of the orders numbers that you as supplier will deliver to your customer. 
2. Check this box if this is the only or last order you need
3. Add the packaging units that you will ship
4. Add extra orders if you wish to deliver in same shipment
5. Select your carrier (you can set a default in your company settings)

6. Select the pick-up location. You can only use a transport order if you defined the possible pick up locations in your supply chain tree. See mini guide ‘Onboard as Supplier’ or the knowledge base if you need help.            

    If you see this message there are no pick up locations found with yard management enabled. please enable yard management in the form "add new location" see onboard as a supplier if you need more information. step by step guide to onboard as a supplier 

7. Pass the date and time when the goods can be picked up to your carrier.

8. When a supplier creates a transport order in Streamliner, the system automatically suggests an expected delivery date and time based on the information found in the purchase orders that will be delivered.

   Expected Delivery Date

   • This date is derived from the expected delivery dates of the purchase orders you selected for delivery.
   • Streamliner uses this information to propose a delivery date to the carrier — this serves as the initial suggested date for booking the shipment.
   • Please note that this is only a proposal:
     • The carrier may choose a different delivery date,
     • But never earlier than the pickup date and time you specified.

   Expected Delivery Time

   • You must specify a delivery time to the carrier to complete the transport order, but like the date, it’s only a proposal or indication.
   • Regardless of the time you specify, Streamliner will automatically suggest the first available free slot on the expected delivery date.
   • This approach helps optimize resource and capacity planning, ensuring efficient scheduling, but the carrier can overrule the proposed time slot. 
    
9. And extra information you want to pass to your carrier. This information is between you and your carrier. Your customer does not have access to this information except if you grant him the right. 

Just click on ‘Assign to carrier’ in the right upper corner if all data is ok. Click cancel, the cross on the left right top, to cancel this operation and return to the order overview.

Congrats: you just booked your first transport order:

P.S. You can change your transport order, even the list of orders that you wanna deliver, until the moment the truck arrives on premises. 

Just click 'Edit Transport Order' in the context menu. 

Good luck, and enjoy this beautiful piece of software, completely for free.