Transport orders

Tips

The work tabs “To dispatch”, “Pickup today”, “Deliver today” and “Overdue” walk you through the day; the KPI strip above the list shows open orders, backlog and open revenue. Two calendars separate pickup and delivery dates per location; overdue dates are marked in red. For shipments outside the EU (e.g. to Switzerland or the UK) set “Customs required”; for dangerous goods enable “ADR” so dispatch spots it immediately. Transport orders are a back-office/dispatch view with commercial fields – drivers receive their shipments via dispatch and delivery confirmation, not via this list.

Legal requirements

Dangerous goods (ADR, Directive 2008/68/EC): When you enable „Dangerous goods (ADR)“, document the UN class, the packing group (I/II/III) and – for tunnel transits – the tunnel restriction code. These details belong in the transport document; the driver needs a valid ADR certificate. CMR consignment note: Cross-border road transport must carry the international CMR consignment note; record the CMR number on the order. Customs for non-EU (Union Customs Code, Reg. (EU) No 952/2013): When you set „Customs required“ (e.g. Switzerland, UK), capture the EORI number, the HS / customs tariff code of the goods, the customs declaration number (MRN) and the customs reference, and attach the export accompanying documents. Retention: Transport, freight and customs records must be retained for the applicable commercial and tax periods – in Germany generally at least 10 years; customs records under Union customs law typically at least 3 years. GüKG / Mobility Package: For EU cabotage (max. 3 trips in 7 days) and cross-trade a posting declaration in the IMI portal is required – set “Cabotage” and record the declaration number; accompanying documents must be carried. Toll (German BFStrMG): Record the toll cost per order; it is relevant for costing and invoicing.

Items, costs & margin

On the order detail page, use “Shipment items” to record each item (packaging, packages, weight, dimensions, stackability, dangerous goods). Under “Costs & revenue” you add toll, waiting, surcharges and subcontractor charges as revenue or cost lines; together with sell and purchase price this yields the margin per order. “Stops & tours” shows the planned stops with actual times once the order has been placed on a tour in dispatch. The order number is assigned automatically and uniquely on creation when you leave the field blank.

Part of these packs

• Freight — completeFor freight companies: orders, dispatch, ePOD, damages, drivers & time in one.