Frakt24 - FleetX Academy
Rentals · Level 2 · Everyday efficiency

The contract and the transport orders

Learn to work in the rental contract and create the transport orders that deliver, collect and empty the objects.

New 12 min Utleie · module 40
1

Goals and why

What you will learn

  • what you find in the contract and on each booking
  • read the colours that show whether an object is delivered out or returned
  • create a delivery, collection or emptying order from the booking
  • why the object stays out without a collection order

The rental contract is like a folder for one agreement. It holds the customer, the objects with their own barcode, period and price, and the payment terms. One contract can cover several places, for example bins at three building sites.

The actual driving happens with the transport orders. From the booking you create Rental Deliver (out to the customer), Rental Collect (back home) or Rental Empty (emptying where the object stands). The orders are built from the order template and land with the dispatcher like any other order. The most common slip is thinking the contract or the booking collects the object. Only a collection order does. When it is completed, the object is set as returned and the booking ends.

2

Key terms

Rental DeliverThe order type that takes the object from the depot out to the customer.
Rental CollectThe order type that picks the object up at the customer and takes it back to the depot.
Rental EmptyThe order type for emptying on site. The object stays at the customer.
Delivered out / ReturnedThe booking's status. Set automatically when the transport order is completed, or manually with the button on the booking.
New RecurringCreates a recurring order from the booking, for example emptying every other week.
3

Show me

You see contract #9 with two wheelie bins, one of the bookings and the wizard for a new collection order, and nothing is saved. Click a part of the image to see what it is used for.

Try it yourself in Steptour

An interactive walkthrough recorded in Frakt24. You click through the steps yourself, and it opens on top of this page.

4

Try it yourself

The customer calls: they don't need the wheelie bin after Friday. What do you do?
5

Check yourself

All correct completes the lesson
Answer all correctly to complete the lesson You see which answers are wrong, and you can try as many times as you like. This lesson counts towards the level 2 badge in Rentals: 0 of 3 complete.
1. The circle on an object in the contract is yellow. What does that mean?

2. You create a new order from a booking, but Rental Deliver is greyed out. Why?

3. The customer wants the bin emptied every other week. How do you set it up?

4. The driver completes the collection order in FleetX. What happens to the booking?

5. The booking says "manually" next to Delivered out. What does that tell you?

6. The customer moves the bin to another building site, and you change Customer location on the booking. Which orders use the new address?

7. You want to end a contract, but Set to finished is not shown. What is the reason?

You are not signed in, so the result is not saved.

Trainer notesOnly shown when trainer mode is on
  • Common support case: "the bin is still at the customer". Check whether the booking has a Rental Collect order. Set to finished on the contract and SET AS FINISHED on the booking only appear once the object has been returned.
  • Delivered out and returned are set automatically when the rental order is completed, both from FleetX and in the TMS (RentalBookingDeliveryService::syncFromCompletedOrder).
  • Good demo point: open New order from a delivered booking and show that Rental Deliver is greyed out, while Collect and Empty are open.