Key Aspects:
By defining whether an order is a customer pick-up, a company delivery, or a third-party freight shipment, equipment rental businesses can automatically apply accurate transport rules, calculate appropriate delivery fees, and assign the correct documentation to the warehouse team.
- System Category: This logistics parameter is configured during order creation and is managed within the Quotes, Transport Tickets, and shipping modules.
- Logistics Classifications: Common system designations include:
- Delivery: The rental company uses its own fleet of flatbeds or haulers to transport the equipment directly to a contractor’s jobsite.
- Will Call / Customer Pickup: The customer brings their own vehicle and trailer to haul the machinery from the yard themselves.
- Internal Transfer: High-demand assets are dispatched from one company depot to another via an internal warehouse transfer request to rebalance inventory.
- Automated Documentation: The selected dispatch type determines the automated paperwork generated by the system—such as printing a specialized bill of lading for third-party freight versus a digital loading ticket for a yard customer.
- Fee Structure Integration: It links directly to billing matrices, automatically triggering flat-rate delivery fees, distance-based fuel surcharges, or zeroing out transport fees for customer pick-ups.
Use Case Example
A contractor books a commercial skid steer and elects to pick it up personally from the yard using their own truck and flatbed trailer. The counter representative assigns Will Call as the Dispatch Type on the contract.
Standardizing these transportation categories across your branches ensures total operational control. Mapping out these distribution channels aligns perfectly with the strategic principles found in the comprehensive asset management software architecture, which provides real-time tracking based on logistical types. Because the system recognizes it as a customer pick-up, it automatically waives standard freight delivery fees, prompts the yard staff to execute a vehicle towing safety inspection, and moves the equipment’s status on the live Inventory Snapshot the moment the client hooks up and exits the yard.
