Subcontractors

On the Subcontractors settings page you specify whether a group with the module Master subcontractor may share its tours and its shipments with the subcontractors assigned to it. The page is intended for superadministrators who set up the collaboration between a main company and its external transport partners.

Note: This settings page is visible only to users with the role Superadministrator. If you do not have superadministrator rights, contact support.

1. Terms

• Master subcontractor: A group with the module Master subcontractor. It passes tours or shipments on to its subcontractors.
• Subcontractor: A group with the module Subcontractor. It takes over the shared tours or shipments.
• Tour sharing: The master subcontractor assigns a tour or a precombined tour to a subcontractor.
• Sharing shipments: The master subcontractor assigns shipments that are not yet allocated to a subcontractor. The subcontractor then plans these shipments in its own tours.

2. Prerequisites

• The group has the module Master subcontractor.
• The subcontractor groups are assigned to the group in the group management in the field Subcontractors. Only groups with the module Subcontractor are available for selection. See Manage Groups – Subcontractor Relationships.
• A group cannot have the modules Master subcontractor and Subcontractor at the same time.
• You are logged in as a Superadministrator.

3. Navigation

Open the Settings. You will find the Subcontractors tile in the Modules category. It is only shown if you are a superadministrator and the selected group has the module Master subcontractor.

The settings always apply to the main group. Therefore, select the main group before you change the settings.

4. Settings

The page contains the Sharing area with two checkboxes. The changes are applied together with the other settings via Save.

Tour sharing enabled

If the setting is switched on, the Subcontractor field in the form of a tour or a precombined tour offers the assigned subcontractors for selection. If it is switched off, the selection remains empty.

If a subcontractor is already entered for a tour or precombined tour, the field remains visible even after the setting has been switched off. This allows you to remove the subcontractor again.

Shipment sharing enabled

If the setting is switched on, the following functions are available to the master subcontractor:

• The Set subcontractor button in the toolbar of the Orders (with text) and of the unallocated shipments in the dispatch board (icon only). The button is active as soon as at least one row is selected.
• The Subcontractor field in the form of a shipment (order dialog).

Independently of this setting, the Subcontractor column is available in the Orders as soon as the group has the module Master subcontractor. The column is hidden by default and can be filtered and sorted.

5. Step by Step

Switching sharing on

1. Select the main group.
2. Open the Settings and, in the Modules category, the Subcontractors tile.
3. In the Sharing area, tick the Tour sharing enabled and/or Shipment sharing enabled checkbox.
4. Click Save.

Assigning shipments to a subcontractor

1. In the Orders or in the list of unallocated shipments, select one or more shipments.
2. Click Set subcontractor. The Set subcontractor for shipments dialog opens.
3. In the Subcontractor field, select the desired subcontractor. Only the subcontractors assigned to your group are available for selection. If all selected shipments already have the same subcontractor, the field is pre-filled with it.
4. Confirm the confirmation prompt.

Alternatively, select the subcontractor directly in the Subcontractor field in the form of the shipment.

Cancelling the sharing of a shipment

1. Select the shipments and click Set subcontractor.
2. Clear the Subcontractor field and confirm.

This is only possible as long as the subcontractor has not yet allocated the shipment to a tour.

The shipments cannot be assigned if at least one selected shipment is already in a tour or belongs to a skip process. In this case, the message Shipments are not available to be set subcontractor appears.

6. Rules for Shared Shipments

Master subcontractor

• A shared shipment no longer appears in the master subcontractor's list of unallocated shipments. It remains visible in the Orders; the Subcontractor column shows with whom it is shared.
• A shared shipment cannot be allocated to the master subcontractor's own tours (Cannot allocate shipments into subcontractor tour).
• A shared shipment cannot be split (Shared shipment cannot be splited). Existing splits cannot be deleted (Splits cannot be deleted by master subcontractor).
• Shared shipments cannot be changed via quick edit (Shared shipment cannot be edit).
• As soon as the subcontractor has allocated the shipment to a tour, the master subcontractor can no longer edit or delete it, and the Subcontractor field is locked.

Subcontractor

• The subcontractor sees the shipments shared with it in its list of unallocated shipments and can allocate them to its own tours.
• In the order dialog, it only sees the shipments that are shared with it. The group that owns the shipment is shown in the read-only field Shipment owner.
• It can only change the notes of the shipment. Adding, removing or copying shipments and copying the order are not possible.
• It cannot delete the shipment (Shipments cannot be deleted by subcontractor).
• It can neither create nor edit the order as a whole (Operation is not allowed for subcontractor).

Shipments on a shared tour

If the master subcontractor shares a tour, the subcontractor sees the master subcontractor's shipments contained in it as read-only:

• The shipments can neither be edited nor copied.
• Quick edit is not possible.
• Pickup and delivery cannot be set (Action not allowed for Subcontractor).
• The shipments cannot be split.

7. Notes

• If no setting has yet been saved for a group, both checkboxes are switched off when the page is opened.
• The Shipment sharing enabled checkbox switches on the sharing of shipments.
• The Subcontractor field in the form of a shipment remains visible even after Shipment sharing enabled has been switched off if a subcontractor is already entered.
• Shipments of skip processes cannot be shared.