This guide walks you through creating a transport in Trans IT. You go through the same 4 steps whether you create one transport or several at once; the only difference is the Number of transports you set on Step 1.
Open directly: New transport page.
Only two things are strictly required to create a transport: the type of transport and the appointment date. Everything else (customer, cargo, waypoints, costs) can be added later, either while you go through the steps or afterwards from the transport details page.
Where to start
In the side menu, hover or click Transports and choose Create transport. The side menu is always available from any page. You can also reach the same screen from the Transports overview (blue plus icon at the top) or from the Planning view, but the side menu is the main starting point.
Step 1: General info
What you must fill in to continue:
Appointment date: the date the transport should happen.
Category: the kind of transport (for example container transport or general transport). Container transport is selected by default.
Type: only shown for container transports. Pick the subtype (LOAD, UNLOAD, SHUNT, and so on).
Also on this step, but not required:
Number of transports: keep
1for a single transport, or raise it up to 30 to create several at once. Each one becomes its own row in the next steps.Documents: attach files that belong to the transport (CMR, order PDF, and so on).
Tip. Number of transports is the only switch between single and multi. Values you keep the same across rows (like the customer or a location) are copied once; details you change per row stay unique to that row.
Step 2: Transport info
Link each transport to a customer and enter the cargo details (container number, customer reference, goods, weight). Nothing on this step is strictly required; you can leave everything blank and still move on. If you are creating several transports at once, each row in the table is one transport. Use the blue switches in the first column to copy a single value across every row, or turn them off to fill in each row separately.
Step 3: Order info
Set the route by filling in the waypoints. Which columns you see here depends on the Type you chose in Step 1:
LOAD (container transport): Pickup, Load, Dropoff. The driver picks up an empty container, loads goods at the Load stop, then drops the loaded container off.
UNLOAD (container transport): Pickup, Unload, Dropoff. The driver picks up a loaded container, unloads it at the Unload stop, then drops the empty container off.
SHUNT (container transport): Pickup and Dropoff only. The driver moves a container from one place to another, no loading or unloading involved.
OTHER (container transport): one Other waypoint. Use this for moves that do not fit the patterns above.
General transport: Load and Unload. Goods are loaded at the first stop and unloaded at the second; no separate empty-container handling.
One waypoint per route is the main waypoint: the most important moment of the transport. It has a yellow border and a star icon at the bottom of its column. For LOAD and UNLOAD it is the Load or Unload stop itself; for SHUNT it is the Pickup; for general transport it is the Load.
Per waypoint, pick a Waypoint location from your list (or create a new one with the blue plus button) and set the Appointment moment. Use the blue + buttons between columns to add extra stops in the order the driver will drive them.
Step 4: Costs info
Nothing here is required. Pick a tariff for this customer, or turn Base cost on and enter an amount yourself. Add extras like surcharges, waiting time, or toll in Additional costs. Some costs are added automatically based on the waypoints you chose.
A note on customers
The customer is not required to open or walk through the steps, but you do need one selected on Step 2 before Trans IT can actually create the transport. If your customer does not exist yet, create them first in the side menu under Overview > Customers, then come back here.
Buttons at the bottom
Previous: goes back one step. Hidden on Step 1.
Next (arrow icon): checks what you filled in on this step and moves to the next one. On Step 3 it stays grey until a customer is selected.
Create (check icon): creates the transport(s). The main button on Step 4; also appears as a shortcut on earlier steps once all required info is filled in.
Reset: clears everything you filled in. Only on Step 1.
Show created transports: appears after creation, opens the progress view with your new transport numbers.
Tip: Pressing Enter anywhere on the page does the same as Next, or Create on the final step. Handy when you fill in a lot of transports in a row.
After you click Create
Trans IT creates the transport(s) one by one. Each gets a unique number starting with TR-. For a single transport, you land directly on the transport details page. For several transports, you stay on a progress view that shows the status of each one (pending, in progress, success, failed). Click a transport number to open it. From there the transport shows up in the Transports overview and in Planning so you can assign a driver and truck.
Frequently asked questions
Can I create a transport that looks like an existing one without filling everything in again?
Yes. Open the existing transport and use Copy. The screen opens with everything pre-filled; you only need to change the date and anything that differs.
The Next button on Step 3 stays grey, why?
No customer is selected. Go back to Step 2 and pick a customer; the Next button becomes active again.
I see an existing-transport warning after Step 2. What does it mean?
Trans IT found another transport with the same container number or customer reference. Click confirm if it is intentional (for example a duplicate return leg), or cancel to adjust the details.