Need to hand a sales order off to transportation so dispatch can plan pickup, vehicle, and delivery. Without this step the order stays in sales and the transport team cannot schedule or allocate resources.
Sales Orders from the Business Manager role center.New to create a sales order that will be passed to TMS.Sell-to Customer Name, use lookup to select the correct customer (binds ship-to details).No. (what needs to be shipped).Location Code to the warehouse that will release goods (pickup point).Quantity (how many units will be transported).Create Transport Request on the lines to send the order to TMS.Yes, Yes) to finalize creation and related updates.Transport Request page opens for transportation managers to continue planning (vehicle, time slots, routing).A Transport Request is created and linked to the sales order. The transport team can now plan capacity, schedule loading/unloading, and include this request in a Transport Order.