Transport Template
Transport Template
Transport Template is a master that defines predefined transport lane patterns, allowed load types, default load/vehicle types, and leg facility types for quick order and quote setup.
Use a Transport Template on Sales Quote (Transport main service), Transport Order, and Transport Job to auto-fill Load Type and Vehicle Type and to block incompatible combinations (for example FCL on a CFS→warehouse lane).
To access Transport Template, go to:
Home > Transport > Transport Template
1. How to Create a Transport Template
- Go to the Transport Template list, click New.
- Enter Code and Description (e.g.
CFS-WHS, "CFS to warehouse drayage"). - Add Legs — one row per lane segment with Facility Type From and Facility Type To.
- Review Allowed Load Types — use the multiselect to pick permitted load types (suggested from legs when you add or change legs):
- Land lanes (CFS, warehouse, shipper, consignee) → typically FTL / LTL
- Container lanes (Terminal, Container Yard, Container Depot) → typically FCL
- Set Default Load Type from the allowed list.
- Optionally set Default Vehicle Type (must support the default load type).
- Save — the system blocks save if legs and allowed load types conflict.
When a user selects this template on a quote or order, Load Type and Vehicle Type auto-fill if blank; dropdowns show only allowed values. Location From/To are still entered manually.
Complete field reference
All fields from DocType Transport Template and nested child tables, in form order (including layout breaks). Columns: Label with technical field name in backticks, Type, and Description (from the DocType definition and standard freight/ERP semantics).
| Label (Field name) | Type | Description |
|---|---|---|
Code (code) |
Data | Purpose: Short stable code for lists, integrations, and EDI (often uppercase). What to enter: Unique code within this master; match what customs, carriers, or APIs expect. |
Description (description) |
Data | Purpose: Short free-text for codes, references, or labels that are not master-linked. What to enter: Type the value as it should appear on print/PDF (no line breaks). |
section_break_defaults |
Section Break | Purpose: Visual grouping for default load/vehicle constraints. What to enter: No data — layout only. |
Default Load Type (default_load_type) |
Link | Purpose: Load type applied when this template is selected on a quote or order (if the field is blank). What to enter: Must be one of the Allowed Load Types. |
Default Vehicle Type (default_vehicle_type) |
Link | Purpose: Optional truck/equipment default when the template is selected. What to enter: Must allow the default load type on the Vehicle Type master. |
Allowed Load Types (allowed_load_types) |
Table MultiSelect | Purpose: Load types permitted for this template. What to enter: Select one or more Load Type values (e.g. FTL, LTL, or FCL). |
section_break_xvtl |
Section Break | Purpose: Visual grouping for leg rows. What to enter: No data — layout only. |
legs |
Table | Purpose: Stores repeating Transport Template Leg lines. What to enter: Use Add row, fill each line, and remove rows you do not need. Save the parent to persist child rows. |
Child table: Transport Template Allowed Load Type (field allowed_load_types on parent)
Used as the options DocType for Table MultiSelect; rows are managed via the multiselect control on the parent form.
| Label (Field name) | Type | Description |
|---|---|---|
Load Type (load_type) |
Link | Purpose: One permitted load type for this template. What to enter: Active Load Type with Transport module enabled. |
Child table: Transport Template Leg (field legs on parent)
| Label (Field name) | Type | Description |
|---|---|---|
Facility Type From (facility_type_from) |
Link | Purpose: Creates a controlled reference to DocType so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing DocType. Create the master first if it does not exist. |
column_break_bjvj |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Facility Type To (facility_type_to) |
Link | Purpose: Creates a controlled reference to DocType so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing DocType. Create the master first if it does not exist. |