Create and Share Orders / Offers

Step 1: Initiate create order process. 
In the → Planner module, click the "Create new order" button on the top right corner of the interface. The add order view will open.

Step 2:  Add order data or documents.
Add additional data or documents as needed. Read more about adding data or documents here.

Step 3: Save order.
Save the order with clicking on the “Save” button on the right bottom corner. 

The created order will be visible in the orders table in the → Orders Module. There, you can update the status of the order as it progresses through different stages, share the order with your fleet or relevant team members for execution, and utilize the order history for reference and record-keeping purposes.

If you have truck drivers connected to the IMPARGO DriverApp, you can easily send your planned route along with all the necessary information for the driver to adhere to during the transport.

Step 1: Find the “Send” button.
Locate and click on the "Send" button located on the top right corner of the Planner.

Step 2: Choose “Send to driver”.
From the options that appear, select “Send to Driver”.

Step 3: Edit order details. 
A new window will open, displaying the order details and any references you have added.

Step 4: Save and continue. 
Once you have reviewed and confirmed the order details, click on the "Save and Continue" button.

Step 5: Choose and assign a driver.
In this step, you have two options:

1. If the driver is already connected to the IMPARGO DriverApp and part of your fleet, choose the connected driver.
2. If the driver is not yet connected, you can invite a new driver to the system. Click on “Invite a new driver”.

Step 6: Send truck route to driver.
After selecting the appropriate option, click on the "Send" button and the transport routing information, as planned, will be sent to the driver.

This process enables effective communication, real-time monitoring, and efficient coordination between dispatchers and drivers.

Sending planned transport orders to carriers or subcontractors in the IMPARGO system allows for efficient communication, smooth coordination, and collaboration with your logistics partners.

Here's how to send a transport order to carrier / subcontractor:

Step 1: Find the “Send” button.
Locate and click on the "Send" button located on the top right corner of the Planner.

Step 2: Choose "Send to carrier/subcontractor".
From the options that appear, choose "Send to Carrier/Subcontractor".

Step 3: Edit order details.
A new window will open, displaying the order that was created with the specified route and details.

Step 4: Choose sending method.

1. Copy Link: You have the option to copy the link provided in the window. You can then manually send this link to your partners through a communication channel of your choice.
2. Send via Email: Alternatively, you can use the button provided below the link to send the order via email. Click on this button, and a new email window will open with the order details already populated. Simply add the email addresses of your partners and send the email.

By sending the order to your carriers or subcontractors, you enable them to access the order details and make updates. Your partners can use the provided link to access the order in the IMPARGO system. They will be able to update the order status and notify you of any changes or progress related to the order.

Note: The level of access and permissions granted to your partners may differ based on your system settings and configurations.

This digitized process enhances efficiency and makes communication easy between you and the customer, ensuring a smoother negotiation and acceptance process. After → calculating the cost and the price for the transport in the Planner, creating a professional transport offer for your customers from the Planner Module is a straightforward process. Optionally → create an offer PDF or send the offer digitally to your client.

Here's how you can create and send a transport offer:

Step 1: Initiate offer creation process. 
In the → Planner module, click the "Send" button on the top right corner of the interface and choose “Send ofer to customer”. The add order view will open.

Step 2: Add offer data or documents.
Add additional data or documents as needed. Especially in this case select a customer and a final price as required fields. Read more about adding data or documents here. Subsequently click on “Save and continue”. An example email with the offer link to the customers will be shown.

Step 3: Save and send offer.
You can either save a draft by clicking on "Create offer" or you can directly send an email to the customer with a link to the offer.

1. Create and send offer: Click on “Create and send offer” button at the bottom right corner to create an offer and sen the digital offer via email and link to the client. The customer will have the ability to review the offer and provide a digital response by accepting or rejecting it. 
2. Create offer: Click on  “Create offer” to simply save the offer as a “Draft” and process it at a later stage.

In both cases you can manage the offer in the “My Offers” tab within the IMPARGO → Orders Module. There, you can update the status of the offer as it progresses through different stages, share the offer with your customers or relevant team members, and utilize them for reference and record-keeping purposes.