Applicable Product: Shipper, Transporter
Applicable Module: Manage
All accounts that have the manage module enabled will be able to access the Data Manager and add/maintain transporters.
A transporter can be defined as the agency/enterprise tasked with the activity of moving good for the shipper to designated consignees. The Transporter master in Pando helps maintain all the transporters/vendors who will be entrusted with the responsibility to handle/execute shipments/indents. Pando helps track the shipping services that are delivered by these Transporters and also helps maintain payments for individual transporters.
Accessing Transporter in Pando
To access the list of all transporters in Pando, go to > Data Manager and select Transporter from the drop down. This brings up the list of all Transporters that are currently available on your Pando account.
Creating a Transporter in Pando
Pando enables shippers to create transporters in one of the following ways:
- In Bulk
- Through Integrations
To create a Transporter individually, click the button and provide relevant details. Once you’ve added the relevant details, click . This creates a Transporter.
To understand details about all fields that are covered under transporters, check the Field glossary at the end of the article.
You can create a Transporter in bulk by uploading them in an .xlsx file. Click the UPLOAD dropdown and download the Sample format file. This file contains all the fields—mandatory and optional— in the format that needs to be uploaded. Add the transporter fields values to this file and upload it back to Pando by clicking Bulk Upload and selecting the updated file.
Once the upload is completed, you will be presented with the Success notification that indicates the completion of the operation and the number of records that have been created and the ones that have been rejected.
To identify the files that have failed and to understand the reason behind their failure, click . This downloads the rejection list. The rejection list file contains the reason for rejection of a record. Fix the reason behind the import failure and upload the file back to Pando to finish uploading all material into Pando.
While Pando allows you to create transporter records both individually and in bulk, in businesses such as FMCG, the volume of transporters that need to be created and maintained are usually in high volumes. Hence, businesses (or, in this case, Shippers) prefer to create an integration between Pando and their ERP so that their entire repository of transporters are fetched on Pando automatically and are updated regularly.
This can be implemented by setting up an API call between Pando and the ERP.
This means, whenever a new material is created in the ERP, if an integration is set in place, the ERP will trigger an API push that will create the same Consignee on Pando as well.
API triggers can also be used to update existing Consignee records on Pando from the Shipper’s ERP.
Note: Multiple managers can be registered against a single transporter and all of their login will get access to a similar view of the Transporter portal.