Transport
The Transport module is where you manage the lifecycle of every shipment OpenTMS handles, from the moment an order comes in until the invoice is sent. If the Planboard is the cockpit for planning today, the Transport module is the file cabinet for everything you've ever transported.
:::info Filling this page in later This is the chapter overview. The detailed pages for orders, transport files, stops, legs, documents and tariffs will be added in a later phase. :::
What you can do here
- Manage transport orders — create, edit and group orders coming in from customers.
- Open transport files — the canonical record of one job: who, what, where, when and how much.
- Track stops and legs — the individual pickups, deliveries and segments that make up a file.
- Generate documents — CMR, delivery notes, customer confirmations, POD scans.
- Set tariffs and surcharges — what you charge customers and what your subcontractors charge you.
- Hand files off to invoicing — once a file is delivered and signed off, it flows into the Finance module for billing.
How Transport relates to Planboard
The two modules look at the same underlying data from different angles:
| Transport module | Planboard | |
|---|---|---|
| Audience | Office, back-office, customer service | Planners, dispatchers |
| Time horizon | Past, present, future — the whole archive | Mostly today and the next few days |
| Strength | Detailed view of a single file | Visual overview of the whole fleet |
| Typical task | "Find file 24-001234 and update the customer reference" | "Assign these three files to a vehicle for tomorrow" |
You'll often jump between the two — for example, find a file in Transport, then open it on the Planboard timeline to see how it fits into the day.
What's next
In future updates this chapter will be expanded with:
- Creating and editing transport orders
- The full anatomy of a transport file
- Working with stops and legs
- Generating and sending documents
- Tariffs, surcharges and pricing rules
- Handing files off to Finance