Skip to content

Transport Order Management Manual

Transport Order Management is a key component of modern logistics and supply chain operations.
This manual provides a complete guide on how to use the Transport Order System, including how to create, edit, manage, and track transport orders effectively. It also covers filtering options, data exports, and key integration points—empowering users to streamline their transport workflows.

1. Introduction

A Transport Order is a structured request within the logistics system that defines the movement of goods from a loading location to a delivery destination. It acts as the central record for managing transport-related details, including scheduling, pricing, carriers, and fulfillment tracking.

Transport Orders are essential in coordinating and documenting each stage of the delivery process, ensuring that all stakeholders—such as suppliers, logistics managers, and carriers—have access to the same accurate and up-to-date information.

Key Information Captured in a Transport Order:

  • Order Name and Number: Unique identifiers used for tracking and reference.
  • Supplier and Account: Specifies who is sending and receiving the shipment.
  • Price and Currency: Indicates the total cost of the transport, including the currency used.
  • Important Dates:
  • Loading Date: When goods are scheduled to be picked up.
  • Expected Delivery Date: The planned date for goods to arrive at their destination.
  • Unload Date: The actual or confirmed date of delivery.
  • Transport Details:
  • Information about the truck, trailer, and driver (internal or external).
  • Optional assignment to a transport company or individual carrier.
  • Addresses:
  • Loading and delivery locations, including country, city, and postal code.
  • Order Manager: The person responsible for overseeing and managing the order.
  • Order Status: Reflects the current state of the order (e.g., Draft, Active, Completed, Closed).

Benefits of Using Transport Orders:

  • Improved Logistics Coordination: Provides all parties with clear and consistent transport details.
  • Real-Time Status Tracking: Keeps managers informed of the order’s progress from dispatch to delivery.
  • Compliance and Auditability: Maintains a record of each shipment for reporting, invoicing, and compliance purposes.
  • Cost Control: Helps monitor transport expenses, with links to pricing, carriers, and cost centers.
  • Integration Ready: Can be synced with APIs and other modules for automated updates and reporting.

The Transport Order is a foundational element in logistics management, enabling structured and reliable delivery operations across the supply chain.

2. Overview

The Transport Order Management System offers a centralized platform to manage the full lifecycle of transport operations. From order creation to fulfillment tracking, the system enables users to handle logistics tasks with precision and clarity.

Key functions include: - Creating and editing transport orders - Managing order details and tracking fulfillment - Using filters for quick data retrieval - Exporting data for reporting or archiving - Integrating with external APIs for data syncing

3. Key Components

1. đź“‹ Transport Order List View

Search and Selection

  • Use the search bar to locate specific transport orders by name, number, or related keywords.
  • Select multiple orders for bulk actions such as document generation or exports.

Actions

  • Create Order – Open the form to register a new transport order.
  • Edit Order – Update existing order data.
  • View Details – Review full order info, including price, transport, and logistics details.
  • Delete Order – Remove outdated or incorrect orders (requires permission).

Bulk Actions & Export

  • Generate Documents – Create transport or delivery-related documents for selected orders.
  • Export to Excel – Download a structured .xlsx file of selected orders for offline analysis or reporting.

2. đź“ť Order Details

Each transport order contains essential fields for tracking:

  • Order Number & Name – Unique identifiers for each order.
  • Supplier & Account – Parties associated with the order.
  • Price & Currency – Total order cost and currency used.
  • Dates:
  • Loading Date
  • Expected Delivery Date
  • Unload Date
  • Transport Details:
  • Truck, trailer, and driver information
  • Internal or external logistics assignment
  • Order Manager – Person responsible for managing the transport.
  • Order Status – Current lifecycle stage (e.g., Active, Closed).

3. ✏️ Order Creation and Editing

When creating or editing an order, you'll be prompted to complete the following fields:

  • Order Name & Number
  • Supplier and Account
  • Cost and Currency
  • Important Dates: loading, delivery, unload
  • Transport Details: Select from internal drivers or external carriers
  • Address Details:
  • Loading Address (city, country, postcode)
  • Delivery Address (city, country, postcode)

4. 🔍 Filtering Options

Use filters in the list view to streamline your search and reporting:

  • Date Filters: Filter by loading date or delivery date.
  • Address Filters: Filter by location—city, country, or postcode for both loading and destination.
  • Order Manager: Filter by the person responsible for the order.
  • Status: Show orders based on their state (e.g., Active, Closed).
  • Labels: Filter orders based on custom tags.
  • Invoicing Status: Display only invoiced or non-invoiced orders.

4. Connections and Integrations

  • API Endpoints: The system supports RESTful APIs to allow external applications to fetch or update transport order data.
  • Permissions & Roles:
  • Certain actions (e.g., deleting orders, exporting data) may be restricted based on user role.
  • Ensure your user account has the appropriate permissions to access specific features.

5. Support and Resources

If you encounter issues or have questions:

  • Contact your HR Administration for guidance.
  • Online Resources: Check the Pulsawork Help Center for tutorials and FAQs.
  • Pulsawork Support: Reach out via the support portal.

This detailed manual helps you use Pulsawork’s Supliers & Accounts App efficiently, from simple searches to bulk actions and AI-powered data extraction. Happy ordering! 🚀

6. Frequently Asked Questions (FAQ)

How do I create a new transport order?

Go to the Transport Order List View, click "Create Order", fill in the form, and submit it.

Can I edit an existing order?

Yes. Click "Edit" next to the order in the list and update the necessary fields.

How do I filter orders by date?

Use the date filters in the list view to narrow down results by loading or delivery dates.

What should I do if I encounter an error?

Review the error message. Make sure all required fields are completed. If the problem persists, contact system support.

How can I export order data?

In the list view, use the "Export to Excel" option to download selected order data in .xlsx format.

What permissions are required to manage orders?

Permissions depend on user roles. Only authorized users (e.g., managers or logistics leads) can perform advanced actions like deletion or export.

How does the page look like?

Transport Order Table Example