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.

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 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 Partners in the IMPARGO system enables efficient communication, smooth coordination, and seamless collaboration across your logistics network.

Here's how to send a transport order to a Partner:

Step 1: Find the “Send” button.
In the Planner, locate the “Send” button in the top-right corner.

Step 2: Choose “Send to Partner”.
Select “Send to Partner” from the menu that appears.

Step 3: Review order details.
A window will open showing the created order with the planned route and all key details.

Step 4: Choose a sending method.

1. Copy Link: Copy the secure link and share it with your Partner through any communication channel.
2. Send via Email: Click “Send via Email” to open a pre-filled message including the order details. Add your Partner’s email address and send.

What Partners can do with the link (no login required)

Partners can open the shared link directly — without logging in or creating an account — and:

• View order details
• Update the order status
• Upload documents (e.g. POD, delivery note, invoices)

All uploaded documents are automatically attached to the order in IMPARGO, and you receive a notification as soon as new files are available.

Optional: Partner login for extended functionality

Partners can optionally log in or create an IMPARGO account to access additional features, including:

• Exporting orders as PDF
• Viewing the route in the planner
• Sending the order to a driver
• Using further IMPARGO tools and workflows

Note: Permissions and access levels may vary depending on your organization’s configuration.

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 and choose “Send offer to customer”. The add order view will open.

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

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

1. Create and send offer: Click “Create and send offer” to generate the offer and immediately send the digital offer link via email. The customer can review, accept, or reject the offer digitally.
2. Create offer: Click “Create offer” to save it as a draft for later processing.

In both cases you can manage the offer in the “My Offers” tab within the IMPARGO → Orders Module. There, you can update the offer status, share the offer with customers or team members, and use offers for documentation and record-keeping.