Transport Order

Transport Order

Transport Order is a transaction that captures domestic transport requirements from the customer before execution. It serves as the order document that flows into Transport Job for execution.

A Transport Order records pickup and delivery locations, packages, scheduled dates, and service requirements. It can be created from a Sales Quote or entered directly. Once confirmed, it links to one or more Transport Jobs for execution.

To access Transport Order, go to:

Home > Transport > Transport Order

1. Prerequisites

Before creating a Transport Order, it is advised to set up the following:

• Transport Settings
• Transport Master Data – Vehicle types, load types, transport zones
• Customer (from ERPNext)
• Addresses for pickup and delivery

2. How to Create a Transport Order

1. Go to the Transport Order list, click New.
2. Enter Order Date and select Customer.
3. Add Legs with pickup and delivery addresses, dates, and times.
4. Add Packages with weights, dimensions, and quantity.
5. Select Transport Template if using predefined templates.
6. Add Charges as needed.
7. Save the document.

2.1 Creating from Sales Quote

You can create a Transport Order from an existing Sales Quote. Use the Create from Sales Quote button or action to auto-fill details.

2.2 Statuses

• Draft – Order is being prepared
• Submitted – Order is confirmed (when submittable)
• Cancelled – Order has been cancelled

3. Features

3.1 Documents Tab

The Documents tab allows you to track required documents (Delivery Order, Proof of Delivery, etc.) with status, date required, and attachments. Use Populate from Template to load document requirements.

3.2 Integration with Transport Job

Once a Transport Order is confirmed, create a Transport Job and link it to this order. The job inherits legs, packages, and customer details for execution.

4. Related Topics

• Transport Job
• Transport Template
• Transport Consolidation
• Sales Quote
• Transport Settings