How to set up Forwarding module

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Tips & Tricks
Patricia Romanikova, 10.01.2023
Doing freight forwarding while managing one's own fleet is a business concept within logistics that has been gaining popularity in recent years. Whether this is your case or you're focusing solely on freight forwarding services, let's take a look at setting up a Forwarding module in Transportly TMS, which is designed for established companies as well as those who are just starting out with freight forwarding activities.

Feedback from our community speaks loud and clear: “If Transportly TMS is to be the only tool we use, we need to be able to manage freight forwarding gigs there as well.” And because the whole development process of Transportly TMS revolves around our customers, we decided to adjust it also for freight forwarding with the new module called Forwarding module. Here is a quick guideline on how to set it up.

Step 1: Unlock Forwarding module in Transportly TMS

Great news! Freight forwarding functions are available immediately after you sign up for the 14-day Free Trial of Carrier + Forwarder package, or Freemium package, which is available for free up to 30 registered transports per month.

Step 2: Adding carriers to address book

After you register, it is time to start your new address book of your carriers. This is important because you will use this address book later on while assigning transports to them.

Step 3: Sending a transport order to a carrier

Now, you are ready to create your first transport order for an external carrier in Transportly TMS. Forget writing a manual email to your carrier with all the details of the transportation. Now you can send him/her a PDF made in Transportly TMS.
After creating an external transport and filling in necessary details, you have the option to
“Send transport order” which will send a PDF with all the necessary details you have put in the system to the carrier of your choice.

Step 4: Tracking vehicles in Transportly Driver App

Wanting to take your transports a step further? Ask the driver to download the Transportly Driver App which will track the delivery of your goods throughout the whole duration of transport. To do this, just click “Invite driver to the app” and a text message with the link to download Transportly Driver App with a single use code* for a driver will be automatically sent to your driver.

*The driver’s phone is tracked only while the transport for you is active.

So what are you waiting for? Unlock your Forwarding module now and start exploring all Transportly TMS has to offer. From a complete overview of all transportations done by external carriers and their prices to having all address details of carriers in one place, now you are able to create all kinds of statistics for your and your company to further improve.

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