Intellisent Documentation Help

Transports

The Transports page allows you to manage and view transport records.

transports-page-image.png

Key Features

  • Date Range: Filter transports within a specific timeframe

  • Filters: View all, open, or closed transports; option to show only your transports

  • Search: Find specific transport records (entering a SENT Number with key with bring up the import popup)

  • Refresh: Update the transport list

  • Transport List: View detailed information for each transport

  • Pagination: Navigate through multiple pages of records

  • Close Transport: Checks whether transport is closed in PUESC and marks it as closed on the list

  • Export to Excel: Download transport records in Excel format

  • Import from SENT number and key: Enter a SENT number and key to import the related message

  • Import from XML: Import XML response messages from PUESC

  • Generate Transport Letter Report: Useful for drivers, Create a PDF report for the selected transports (multiple transports can be selected, can be customized)

  • Generate Transport Batch Report: Prints all PUESC confirmations for selected transports in a batch (can be customized)

  • Confirm Goods Receipt: Confirm that goods have been received for selected transports (batch mode)

  • Confirm Goods Delivery: Confirm that goods have been delivered for selected transport (with special mobile friendly interface for drivers)

  • Generate Stock Issue Report: Create a (Stock issue or WZ document) PDF report for the selected transport (multiple transports can be selected, can be customized) example

transport-selected-actions-image.png

Managing Transports

  • Create Transport: Use the blue "Create Transport" button to add new transports

  • Actions Menu: Access options like Edit, Delete, Copy, Generate Report, etc. for each transport

  • Expand Records: Click on a transport to view SENT/RECEIVED MESSAGE details

Use the search bar and filters to quickly find specific transports. The Actions menu provides various options for managing individual transport records.

Transport Management Actions

transport-actions-menu-image.png

The interface displays a list of actions related to transport management. These options allow you to perform various tasks such as sending transport information, editing, deleting, and generating reports.

Available Actions

  1. Transport Keys: Manage transport keys

  2. Send transport information (SENT 102): Send transport details

  3. Edit: Modify transport information

  4. Delete: Remove transport entries

  5. Copy: Duplicate transport information

  6. Get data from PUESC: Retrieve data from PUESC system

  7. Generate Report: Create a transport report

  8. Add to transport letter: Include information in transport documentation

  9. Send transport cancellation (SENT 104): Cancel a transport

  10. Confirmed in emergency procedure: Mark as confirmed in emergency situations

Transport Keys

The Transport Keys feature allows you to manage and distribute secure keys for shipments. This guide will walk you through the process of viewing, updating, and sending transport keys to relevant participants.

transport-actions-tkeys-image.png

When the down arrow button is clicked, it reveals a menu with additional options:

  • Email: Sender - Send the key to the sender

  • Email: Carrier - Send the key to the carrier

  • Email: Recipient - Send the key to the recipient

  • Email: Driver - Send the key to the driver

  • Send only Email to all participants - Send the key to all participants via email

  • SMS: Recipient - Send the key to the recipient via SMS

  • SMS: Driver - Send the key to the driver via SMS

Importing SENT Messages

import-sent-2-image.png
(ALT + I)

import-sent-image.png

Viewing Transport Sendout Details (SENT notifications)

Use the expander icon to view detailed information for each transport record (> which is located on the left side from the ACTIONS button ). This includes SENT/RECEIVED messages, transport details, and any related notes or attachments.

transports-details-error-image.png

Clicking on the HTML or XML buttons will display the message content in a new tab. The error icon indicates a problem with the message, which can be reviewed and corrected as needed.

REPROCESS button allows you to re-process message received from PUESC by the internal engine (in case of intermittent problems with internal infrastructure).

sent-message-preview-popup-image.png

Closing Transports (SENT 103 / 203)

transport-actions-menu2-image.png
  1. Click on the actions menu

  2. Select the "Confirm goods receipt and close (SENT 102/203)" option

  3. In the dialog 'Closing of carriage notification' select whether its compliant

  4. Enter the date of closure

  5. Enter the Delivered amount

  6. Enter the Remarks

  7. Click the "Save" button to generate and send the SENT 103/203 message

dialog-close-transport-sen103-image.png

Cancelling Transport (SENT 104)

  1. Click on the actions menu

  2. Select the "Send transport cancellation (SENT 104)" option

  3. In the dialog 'Cancellation of notification' enter the reason for cancellation inside the comments text area

  4. Click the "Save" button to generate and send the SENT 104 message

dialog-cancel-transport-sent104-image.png

Stock Issue Report Example

stock-issue-report-image.png

Transport Letter Report Example

By selecting checkbox on the transport list and using the "Actions / Transport Letter Report" option from the Actions menu, you can create a report for the selected transports. This report is useful for drivers and includes detailed information about the transports and deliveries as per example below.

dialog-transport-letter-report-image.png

Dialog allows you to customize the report by selecting the desired print and layout options, i.e.:

  • Print: Print the report with 100% scale or fit to page

  • Print with scaling: Adjust the scaling of the report and print

  • Scaling options: Additional settings for the report

  • Save as PDF: Save the report as a PDF file

  • Send by Email: Send the report via email

  • Open in new tab: View the report in a new browser tab

transport-letter-report-image.png
Last modified: 20 October 2024