Requirements for implementing this Use Case:
- Your responsibility ends when the consignment is delivered to the end customer (Delivery Address). This also means you're required to get the POD back from the Onforwarder when they deliver the consignment.
- You pay the onforwarder for their part of the movement and bill the customer for the whole job.
In this use case:
- We'll create a new Carrier for the onforwarder, and then create a Supplier which is linked to this carrier for billing purposes (knowing what we're supposed to pay the onforwarder, and also preventing being double-billed for Consignments).
- We'll create a Delivery Run specifically for the new onforwarder (and give it the name of the onforwarder), linked to the new Carrier. As CartonCloud is based around Delivery Runs as a core concept we use Delivery Run Allocation to manage which Carrier handled the consignment.
- We'll then create a 'Reverse Mapping' so the Onforwarders address is automatically loaded into every consignment that is allocated to that Onforwarder Run. This is important because then if you move consignments between runs, they'll automatically have their onforwarder address updated.
- (optionally, to provide even more automation) We'll create a Delivery Address to Delivery Run Mapping to automatically map from a particular delivery address to the new Delivery Run.
Step 1: Create a Carrier and Supplier
This step is required so we're able to accurately track onforwarder charges (expenses) associated with each Consignment, and create Bills for those expenses. This is very important to prevent being double-billed by an onforwarder for a particular consignment (notorious in freight, and very costly to your company).
Enable CartonCloud's Multi-Carrier support (if not enabled already):To do this, select More in the main menu, followed by Organisation Settings then select the Features & Options tab.
Tick the box labelled Multi-Carrier Enabled
Create a new Carrier:To do this, type "Carriers" in Search for anything!
Then, click +Add Carrier.
Give the Carrier the name of your Onforwarder (For Example, Max Transport).
Tick the box labelled Onforwarder
Create a new Supplier:Select Contacts in the Main menu, followed by Suppliers in the drop-down menu.
Then click Add Supplier
Give the Supplier the same name as your Carrier, and select the Warehouses you want to service the Supplier from.
Once created, link the Supplier with the Carrier:
Step 2: Create a Delivery Run
Create a new Delivery Run from: Transport -> Delivery Runs
Then click Add Delivery Run.
Give the Delivery Run the same name as your on-forwarder: for example, "Max Transport"
Select your newly created carrier as the Carrier.
Select which days they operate (which days they'll pickup from you, or you'll deliver to them).
Open the Advanced Options and from the Onforwarder section, select Inherit from Carrier.
Set the Final Consignment Delivery Status to Delivered
Set the Consignment Status When Delivered by App to With On Forwarder - this is important as it will ensure when consignments are signed out as delivered on the App, they'll only update to 'With On Forwarder' (as you're awaiting signed paperwork to be returned by the Onforwarder before updating to Delivered).
Leave the Rate Zone set to Use default based on Suburb/Postcode
Step 3: Create a Reverse Mapping for the Delivery Run to the Onforwarders Address:
Create a new Address to Delivery Run Mapping from:
More -> Site Map -> Address to Delivery Run Mappings
Click +Add Mapping
Then create a Reverse Onforwarder Address Mapping. It's called a 'Reverse Mapping' because by setting the flow direction to point to the left, it causes all consignments allocated to the Max Transport Delivery Run to be given the Onforwarder Address of Max Transport, 1 Carton Way, Carole Park, QLD. (Conversely, a forward mapping would cause any consignment given the onforwarder address of Max Transport to automatically go onto the Max Transport Delivery Run).
Now, any consignment which is allocated to the Max Transport Delivery Run will automatically be given the Onforwarder Address of Max Transport.
Step 4: (OPTIONAL) Delivery Address to Delivery Run Mapping.
This step is optional, however, it's very useful if you're constantly sending stock to the same delivery address via an onforwarder and wish to automate this process.
Mapping the Delivery Address to the Delivery Run, so consignments going to a delivery Address of "Sydney Packaging & Labels, Unit 2, 109 Percival Rd, SMITHFIELD, New South Wales, Australia" will automatically go onto the Max Transport Delivery Run, and therefore be given the Onforwarder Address of Max Transport, 1 Carton Way, CAROLE PARK, Queensland, Australia. (through the Reverse Mapping we created above).
Again, create an Address to Delivery Run Mapping.
This time, however, select:
Address Type: Delivery
Flow Direction: --> (so the Delivery Address maps to the Delivery Run).
Click Create and you're done. Now, when a consignment is loaded in from the Manifest it'll automatically perform all of those allocations: