Transport Template

Transport Template

Transport Template is a master that defines predefined transport configurations. It can store default legs, package types, vehicle types, and charges for quick order creation.

Use a Transport Template when creating Transport Orders or Transport Jobs to auto-fill common configurations.

To access Transport Template, go to:

Home > Transport > Transport Template

1. How to Create a Transport Template

1. Go to the Transport Template list, click New.
2. Enter Template Name (e.g., "Standard LTL", "Express Delivery").
3. Add Legs with default pickup/delivery logic if applicable.
4. Select Default Vehicle Type and Default Load Type.
5. Add Charges (default charge types and rates).
6. Save the document.

Complete field reference

All fields from DocType Transport Template and nested child tables, in form order (including layout breaks). Columns: Label with technical field name in backticks, Type, and Description (from the DocType definition and standard freight/ERP semantics).

Label (Field name)	Type	Description
Code (code)	Data	Purpose: Short stable code for lists, integrations, and EDI (often uppercase). What to enter: Unique code within this master; match what customs, carriers, or APIs expect.
Description (description)	Data	Purpose: Short free-text for codes, references, or labels that are not master-linked. What to enter: Type the value as it should appear on print/PDF (no line breaks).
section_break_xvtl	Section Break	Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only.
legs	Table	Purpose: Stores repeating Transport Template Leg lines (child records) such as packages, charges, legs, or documents. What to enter: Use Add row, fill each line, and remove rows you do not need. Save the parent to persist child rows.

Child table: Transport Template Leg (field legs on parent)

Label (Field name)	Type	Description
Facility Type From (facility_type_from)	Link	Purpose: Creates a controlled reference to DocType so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing DocType. Create the master first if it does not exist.
column_break_bjvj	Column Break	Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Facility Type To (facility_type_to)	Link	Purpose: Creates a controlled reference to DocType so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing DocType. Create the master first if it does not exist.

2. Related Topics

• Transport Order
• Transport Job
• Transport Settings