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.
"name": "VRK Roadshipper",
"state": "Tamil Nadu",
NOTE: The fields mentioned here are mandatory fields in Pando. All these field values have to be sent as a part of the API payload to create a record. When a value on any of these fields are missed, the record creation will fail.
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.
(Fields marked * are mandatory)
Add a name to the transporter. A transporter is someone who maintains a fleet of vehicles that can help move goods for the shipper.
Provide a Reference ID / name code that will help with identification of the transporter in the system. This Reference ID is likely to be unique to your organization and business process. This is the ID your team is likely to be trained on and would be familiar with. For example: TransTravel-Lindburgh-01
|Mapped to:||Transporter Reference ID (Rate Matrix)|
Provide your transporter's address
The city which the transporter is based out of. It has implications for determining the type of movement. For eg, City-State, City-Point, City-Region etc. Provide a valid City name. The validation is carried out based on the list configured in the list
The state which the transporter is based out of. It has implications for determining the type of movement. For eg, State-City, State-Point, State-Region etc. Provide a valid State name. The validation is carried out based on the list configured in the list
Provide a valid pincode based on your country. For example, if the transporter is based out of India, provide a valid 6 digit pincode. The validation is carried out based on the list configured in the list
Provide the PAN number of the transporter. This is used while raising invoices
Select where the GST will be levied. You can opt between two types—
- Forward Charge Mechanism (FCM): Under forward charge mechanism, the GST bill is received by the transporter to the government and is collected from the invoice.
- Reverse Charge Mechanism (RCM): Under reverse charge mechanism, the GST bill for the service is paid for by the shipper directly to the government.
Set the value of the GST percentage that will be levied on the service
Select whether the transporter is Active or Inactive
Define the period until which credit the transporter offers credit. This is the period by which the bills have to be settled with the transporter.
Select whether the transporter belongs to an MSME category
Turn the toggle to Yes if you would like to generate a lorry receipt for the transporter
GSTIN— short for Goods and Services Tax Identification Number— is the GST number assigned to the transporter. All GST invoices will be raised to this number.
Select the state whose jurisdiction the transporter falls under.
Provide a reference ID for the GST
Add the name of the manager who will be coordinating the transport operations for the transporter.
Representative Mobile Number
Provide a mobile number of the manager who will be coordinating the transport operations for the transporter. This will help with coordination in case of discrepancy and delays
Add the email address of the manager who will be coordinating the transport operations for the transporter.
The manager's email address will act as the username for the transporter portal. Upon creation of the transporter, a welcome email will be sent to the user along with an OTP for login.
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.