Courier Exchange

Streamline transportation services with a link between your TMS EasyTrans

Courier Exchange is a division of Transport Exchange Group Ltd. The operator behind the busiest independent freight Exchanges in the UK market. Courier Exchange offers an online platform for freight exchange, for couriers and forwarders. Through the platform Courier Exchange helps owner drivers, courier companies and freight forwarders find work, sub-contract jobs and find empty vehicles in the UK and mainland Europe. Courier Exchange puts firms, owner drivers and freight forwarders in contact with one another, allowing you to make a trustworthy network of contacts. All members are vetted giving you peace of mind. More information about Courier Exchange can be found on the website www.courierexchange.co.uk.

Module Connection with Courier Exchange

With the link between EasyTrans and Courier Exchange, you can easily place a freight order on the Courier Exchange platform. Other transport companies can then respond directly to your offer. And if you use the Purchase module, you can also assign the carrier from EasyTrans as soon as an agreement with a carrier has been concluded.
With a Premium Plus package, you can also book your shipments directly on your own drivers. This means the orders are not first presented on the platform, but are allocated directly to the driver.
In addition, shipments that are signed off via Courier Exchange are automatically signed off in EasyTrans, including the sign off data and digital signature.

Key functionalities of the module Connection with Courier Exchange:

Place freight orders with Courier Exchange from your TMS
Automatically sign off orders in your TMS, including sign off details Courier Exchange
Directly book transport orders on your own drivers ^*1
Assign external carriers to your order from your TMS at Courier Exchange ^*2

^* 1 Feature available when using Premium Plus Package. 2 Function available when using Purchase Module.

Manual features module Connection with Courier Exchange

Below, you will find an extensive explanation of the use of the Connection with Courier Exchange. Would you like to use the features but have no access to the module yet? Please contact us, the prices for the use of the module Connection with Courier Exchange can be found at prices.

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Manual

Connection with Courier Exchange

Linking the EasyTrans Transport Management System to Courier Exchange allows you to easily and quickly place freight orders on the Courier Exchange platform. If you are using the Premium Plus package of EasyTrans Software, you can also book your transport orders directly with your own driver. This way, an order will not be placed on the platform first, but will be assigned directly to the driver. Orders that are signed off via Courier Exchange will also automatically get signed off in EasyTrans, including the sign-off data from Courier Exchange.
Are you using the Purchase module of EasyTrans Software? Then – as soon as an agreement is made – you can also assign the carrier to the transport order from your TMS EasyTrans. When assigning the transport order the agreed price will immediately be sent to Courier Exchange.

Preparations for connecting to Courier Exchange

Before you can use the connection you have to activate it. You can do this by setting your Courier Exchange account details in your general settings in EasyTrans. In addition, your vehicle types in EasyTrans must be linked to a Courier Exchange vehicle type. Do you also want to book orders directly to a driver? Then the carrier data in both systems also needs to be linked.

Account details Courier Exchange

To use the connection between your TMS EasyTrans and Courier Exchange you need to set some account details of Courier Exchange in your general settings. To connect to your Courier Exchange account your username, password and company ID must be set.

From the main menu, go to ‘Settings’ > ‘General’.
Open the ‘Subscription’ tab.
On this page you will find an overview of your chosen subscription.
At ‘Connection with Courier Exchange’ you will find the data that is important for the link with Courier Exchange.
Register your account details:
1. Username
2. Password
3. Company ID
  Note: Only enter the digits of your Company ID. You do not need to enter the country code displayed by Courier Exchange.
Click ‘Save & Close’ to save your settings.

This account data will now be used in the connection between your Transport Management System and Courier Exchange. Does anything change in your account details with Courier Exchange? Make sure you also record the change in EasyTrans!

Link Vehicle types

In order to be able to use the connection, your vehicle types must be linked to a Courier Exchange vehicle type:

In the main menu, go to ‘Vehicle types’.
Open the vehicle type by clicking on the corresponding row or by clicking on the edit-icon in the ‘Operations’ column.
Tip: By right-clicking on the icon, you can also open a vehicle type in a new tab.
Under ‘Courier Exchange vehicle size’ select the correct vehicle type.
Click ‘Save & Close’ to return to the overview.

Repeat the above steps for all the vehicle types you want to use in the connection.

Link your own drivers to Courier Exchange

In Courier Exchange you can register your own drivers. If you use the Premium Plus Package, you can book orders directly from EasyTrans to these drivers. This way, the orders will not first be offered on the platform, but assigned directly to the driver. To do this, you must activate the carrier in the connection:

From the main menu, go to ‘Carriers’ > ‘Carrier overview’.
Open the carrier on which you want to book orders.
At ‘Other data’ > ‘Courier Exchange Member ID’ enter the following data:
1. The ‘Courier Exchange Driver ID’ and the ‘Courier Exchange Vehicle ID’, separated by a dash (-).
  For example: 148450-20990
  Tip: The available ID numbers of your own drivers and vehicles can also be retrieved from EasyTrans;
  In an order, click on the ‘Courier Exchange’ icon, then click (top right of the screen) on the icon: ‘Retrieve Information’.
  Your own drivers and vehicles – registered with Courier Exchange – will be shown, including IDs and names.
Click on ‘Save & Close’ to save your settings.

Repeat the above steps for all the carriers you would like to directly book orders for.

Connection ready for use

Once your Courier Exchange account details are set up and the required vehicles are linked, you can enter orders and place them as loads at Courier Exchange. Other transport companies can then immediately respond to your offer. If you have linked carriers to your drivers within Courier Exchange you can also book orders directly to these drivers.
Orders that are signed off via Courier Exchange will also be automatically signed off in EasyTrans – including the sign-off data from Courier Exchange.

Placing loads on Courier Exchange

After the account details of Courier Exchange are set and the necessary vehicle types are linked, you can place orders as cargo on Courier Exchange from your Transport Management System EasyTrans. To be able to send orders to Courier Exchange the orders obviously have to be entered first. From the order screen you can then directly place the shipment as a load on the online Courier Exchange freight exchange platform.

Place orders on Courier Exchange platform

To be able to send orders to Courier Exchange the orders first have to be entered. From the order screen you can then directly place the shipment as a load on the online Courier Exchange freight exchange platform.

From the main menu, go to ‘Planning’ > ‘New order’.
Create a new order as usual.
Enter a pickup and a delivery address under ‘Destinations’.
(Optional) Click ‘Goods & Distribution’ to enter the goods to be transported.
1. Click ‘Save & return to order’ to save your goods distribution.
Select a vehicle that is activated in the connection.
Enter the rest of the order details as usual, do NOT allocate a driver to the order!
Place your order on the Courier Exchange platform:
1. At the bottom of your order screen, Click on the ‘Courier Exchange’-icon
  The defined order data – which you are going to send – is displayed.
  Tip: You do not share the full address information until you actually book the shipment after a deal is made. As you can see in this screen, only the zip code and city will be sent initially.
2. (Optional) Enter (additional) options to your shipment:
  Note: Mandatory data that should have been included in the order is displayed in red.
Click on ‘Place load’.

The order will be checked and sent to the Courier Exchange freight exchange. Upon successful submission you will immediately receive the ‘Courier Exchange cargo ID’. The data that will be sent when you actually book the cargo will also be displayed. If the registration is unsuccessful, for example because not all required fields are filled, you will receive a notification.

Cancel load

Do you want to cancel an order you placed on Courier Exchange? You can! Please follow the next steps:

From the main menu, go to ‘Planning’ > ‘Order Overview’.
Open the order you want to cancel.
Cancel your order as a load on Courier Exchange:
1. At the bottom of the order screen, click the ‘Courier Exchange’ button.
2. Click ‘Cancel Load’.
  Your order has now been removed from the Courier Exchange platform.
3. Click ‘Back to order’.

Your order has been cancelled and removed from the Courier Exchange platform. You can always submit the order again at a later time.

Booking a shipment on Courier Exchange

When you have an agreement on a placed load, you can start booking a shipment in Courier Exchange. When you use the Purchase module of EasyTrans Software, you can book this shipment from your Transport Management System. You can assign the external carrier to an order and book the shipment. The agreed purchase price will also be sent to Courier Exchange.
Are you using the Premium Plus Package and have you linked carriers in EasyTrans to carriers in Courier Exchange? Then you can also book a shipment directly to your own driver from your TMS EasyTrans.

Book order directly on your own carrier

Are you using the Premium Plus Package and have you linked carriers in EasyTrans to carriers within Courier Exchange? Then you can book a shipment directly onto your own driver. The order will not be placed on the platform first, but directly assigned to the driver.

From the main menu, go to ‘Planning’ > ‘New order’.
Create a new order as usual.
Enter a pickup and a delivery address under ‘Destinations’.
(Optional) Click ‘Goods & Distribution’ to enter the goods to be transported.
1. Click ‘Save & return to order’ to save your goods distribution.
Select a vehicle that is activated in the connection.
Tip: If you want, you can select a vehicle from your fleet. Within EasyTrans, vehicles in your fleet are part of a (linked) vehicle type.
Plan the order, select a driver that is activated in the connection.
Enter the rest of the order details as usual.
Book your order on Courier Exchange:
1. At the bottom of your order screen, Click on the ‘Courier Exchange’-icon
  The defined order data – which you are going to send – is displayed.
  Tip: You do not share the full address information until you actually book the shipment after a deal is made. As you can see in this screen, only the zip code and city will be sent initially.
2. (Optional) Enter (additional) options to your shipment.
  Note: Mandatory data that should have been included in the order is displayed in red.
3. Click on ‘Book load directly on carrier’.

The order will be checked and sent to Courier Exchange. After successful completion you will receive the “Courier Exchange Load ID” and the “Courier Exchange Member ID” of the driver on which the load is booked. When the driver signs off the transport order via Courier Exchange, the sign off data will automatically be processed in EasyTrans.

Book order on external carrier

Have you come to an agreement about a shipment that you have offered on Courier Exchange? When you have access to the Purchase module of EasyTrans Software you can book the shipment from your Transport Management System. You can assign the external carriers to the order and book the shipment directly. The agreed purchase price will also be sent to Courier Exchange.

In the main menu go to ‘Carriers’ > ‘New carrier’.
Tip: Will you be working with this carrier more than once? You only need to enter the data once for activation in the connection!
Create a new carrier as usual.
Activate the carrier in your Courier Exchange connection:
1. At ‘Other data’ enter the ‘Courier Exchange Member ID’ (without GB and without spaces).
  Tip: The ID number can be found in Courier Exchange on the “CXNetwork” tab.
Click ‘Save & Close’ to save the data.

Now that the external carrier is activated in the link you can start booking the order as a shipment:

From the main menu, go to ‘Planning’ > ‘Order Overview’.
Open the order that you want to book as a shipment onto the external carrier.
Plan the external carrier in the order.
Enter the agreed purchase rates at ‘Purchase’.
Book your order on Courier Exchange:
1. At the bottom of your order screen, Click on the ‘Courier Exchange’-icon
  The defined order data – which you are going to send – is displayed.
  Tip: You do not share the full address information until you actually book the shipment after a deal is made. As you can see in this screen, only the zip code and city will be sent initially.
2. (Optional) Enter (additional) options to your shipment.
  Note: Mandatory data that should have been included in the order is displayed in red.
3. Click on ‘Book load directly on carrier’.

Sign off transport orders

Do you, or the carriers you work with, sign off orders via Courier Exchange? If these orders are booked via the Transport Management System EasyTrans, the orders will also be signed off automatically, including the recorded sign-off data.

Automated sign off of orders

The connection between EasyTrans and Courier Exchange checks the status of all booked orders every ten minutes. As soon as a shipment is signed off at Courier Exchange, the linked order will automatically be given the “Signed off” status in EasyTrans. The information registered in Courier Exchange is also available in the order immediately.

Maintenance connection

EasyTrans Software provides the setup, maintenance and management of the connection between your Transport Management System EasyTrans and Courier Exchange. However, it is possible that data from your Courier Exchange account changes, that is also used for the connection. For example the username or password of your Courier Exchange account. You can therefore update this information yourself in EasyTrans.

Update Courier Exchange account details

Has anything changed in your Courier Exchange account? Make sure you also register the modification in EasyTrans!

From the main menu, go to ‘Settings’ > ‘General’.
Open the ‘Subscription’ tab.
On this page you will find an overview of your chosen subscription.
At ‘Connection with Courier Exchange’ you will find the data that is important for the link with Courier Exchange.
(If applicable) Change your data.
Click ‘Save & Close’ to save your settings.

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