What is the Commercial Orders section

The sectionCommercial Ordersis the starting point to organize the transport of your company. Here you will find all sales and purchase orders that need a transport service to be completed.

What it is needed

This section allows you to:

• View all orders requiring transport
• Plan shipments of products sold
• Organize the withdrawal of purchased goods
• Track the entire process from commercial to final delivery
• Automate the workflow with integrating your management system

Before you start: Integrate your ERP

Why integrate management

Integration with your ERP system (company management) is critical to:

• Automateimport of orders
• Deletemanual insertion of data
• Reducetranscription errors
• Traceautomatically the whole process
• Synchronizereal-time commercial orders and transport

How to activate integration

1. Click on the button"Integrate your ERP"at the top right
2. Fill out the form with your company data
3. Our technicians will contact your IT department
4. Together we will evaluate the best solution for your system
5. Once configured, orders will arrive automatically

How to read the order table

The main columns

The table shows all orders with this information:

• Numbers. Order: The unique identification code (e.g. 61625/AAA)
• Order date: The date of creation of the commercial order
  
• Assignment: Any planning assignment to a specific user
• Withdrawal: The province where the goods must be withdrawn
• Destination: The province where it must be delivered
• Date of delivery: The date range within which to deliver
• Category:: The type of goods (Pallettized, Bound, Container, etc.)
• Tot. Weight: The total load weight in kg
• State of State: The current order phase in the process

The states of orders

Each order passes through different states indicating progress:

• 🔍 Check out: Order just entered requiring data control
• ✅ Ready: Verified order and ready to search conveyors
  
• 🌐Online: Load request published on the marketplace
• 📋 Planned: Transport order generated on Truckscanner
• 🔒 Closed: Transport organized by other means (out of platform)
• ✔ ✔: Transport completed with receipt of DDT

How to filter orders

The filters available

At the top of the table you will find these filters:

Geographical filters

• Withdrawal: Enter cities or province of departure
• Destination: Enter city or province of arrival
• Rare km: Search within a specific radius from a location

Time filters

• Date from: Select the initial date
• Date to a data: Select the final date

Filters by type

• Category:: Select the type of goods
• Special goods: Filter only loads with special requirements
• Weight from/to: Enter the desired weight range
  
• Assigned to: Filter the assignee of interest

How to apply filters

1. Fill out one or more filter fields
2. Press the buttonSend Inquiryon the keyboard
3. The table updates automatically
4. To delete all filters click on"Reposed"

The main buttons

Update 🔄

Click this button to:

• Download new orders from management
• Sync data with the system

Import 📥

If you don't have ERP integration yet:

1. Click on"Importa"
2. Select Excel or CSV file with orders
3. Map file fields with Truckscanner
4. Confirm the import

New ➕

To create an order manually:

1. Click on"New"
2. Fill out all required fields
3. Check the data entered
4. Save your order

How to manage an order

Open the detail

1. Click anywhere in the lineof the order
2. The detail screen opens with all the information

Sections of detail

In detail you will find:

• General Data: Number, dates, references
• Places to stay in New York: Full pick-up addresses of collection and delivery
• Goods: Details on type, weight, size
• Notes: Special instructions for transport

The action buttons

Depending on the status of the order, at the bottom you will find:

"Genera Request"📢 : only in "Ready" state

• Post your order on the Truckscanner marketplace
• Conveyors can see the request and make offers
• Generate a link to share

"Save"💾 : in "Ready" and "Check" states

• Save the changes made
• The order maintains the current status

"Close Order"🔒 : only in "Online" state

• Use if you organize transport outside Truckscanner
• The order passes to state "Closed" status
• Any active requests are cancelled

"Share"📤 : only in "Online" state

• Send details via WhatsApp, email or other apps
• Useful to inform customers or suppliers

"Network"🌐 : only in "Online" state

• Share only with your trusted conveyor networks
• See Network guide
  

The complete process step by step

1. Arrival of orders

Orders arrive on the platform through:

• ERP integration: Automatically from management
• Import: From Excel/CSV files
• Manual insertion: Using the "New" button

Everyone arrives in state"Check" or "Ready"

2. Verification and control

1. Open the order by clicking on the line
2. Check that all mandatory data is entered and correct:
   • Complete collection and delivery addresses
   • Compatible dates and times
   • Realistic weight and dimensions
   • Category appropriate goods category
3. Edit any errors
4. Click On-Direct"Save"
5. The order automatically switches to"Ready"

3. Assignment to users

1. In order detail, find the field"Teaired to"
2. Select the responsible user from the drop-down menu

4. Generation of the request

1. With the order in "Ready" status, click"Genera Request"
2. Confirm the publication
3. The request is now visible to conveyors
4. The order passes to state"Online"

5. Sharing of the request

After generating the request you can:

General Sharing

1. Click on"Share"
2. Choose the app (WhatsApp, Email, SMS, etc.)
3. Send the public link to your usual carriers

Sharing to Networks

1. Click on"Network"
2. Select the networks to send to
3. The request comes only to selected contacts

6. Management of offers

1. Conveyors send their offers
2. Get notifications for each new offer
3. Price currency, documents and reliability
4. Treat directly in chat with the conveyor
5. Accept the best offer

7. Creation order of transport

When you accept an offer:

1. Automatically generates theOrder of Transport
2. The commercial order remains connected for traceability
3. The conveyor receives all operating details

8. Booking loading/unloading areas

1. Vector book slots available at warehouses
2. Everything remains tracked in the order

9. Completion and closure

1. The conveyor completes transport
2. Upload the signed DDT
3. The commercial order passes to state"Evaso"
4. You have the complete traceability of the process

Full Traceability

The chain of documents

A commercial order generates this sequence:

1. Commercial Order(departure point)
2. Request for Transport(conveyor search)
3. Order of Transport(confirmed assignment)
4. Slots(if required)
5. Ddtt(final document)
   

How to follow traceability

• Each document maintains reference to others
• You can navigate back and forth in the chain
• All data is always accessible
• Changes history is recorded