Truckload Appointment Management

This article will describe the Truckload appointment workflow and management.

Shipment Save

This section describes the workflow that will occur when the described conditions are met. 

Truckload Shipment

A Respective Pickup / Delivery Appointment Date Requested Alert will be added to the shipment when an Appointment is selected as an accessorial

• Pickup Appointment Accessorial Selected: On save, the TMS will add the Pickup Appointment Requested Alert.
• Delivery Appointment Accessorial Selected: On save, the TMS will add the Delivery Appointment Requested Alert.

Appointment Alerts Resolve Workflow

• Pickup Appointment Date Added: On save, the TMS will resolve the Pickup Appointment Requested Alert.
• Delivery Appointment Date Added: On save, the TMS will Resolve the Delivery Appointment Requested Alert.

Truckload Dashboard

Under Booked & Ready

• “Appointment Requested”: If an active Pickup Appointment alert exists for shipments in the Booked or Ready status, the counter will indicate the number of results for this condition.

Under In Transit & Out For Delivery

• "Delivery Appt Requested": If an active Delivery Appointment alert exists for shipments in the In Transit or Out For Delivery status, the counter will indicate the number of results for this condition.