Courier Exchange’s online platform allows you to exchange new transport orders and freight offers with other courier companies or forwarding agents. With the connection between EasyTrans and Courier Exchange you can easily place a freight order on the platform. Other courier companies can then respond directly to your offer.
Preparation: Setting up the connection
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.
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 these steps for all vehicle types
Placing orders on CX Euro platform
The connection is now ready for use, you can now place a shipment on the Courier Exchange platform directly from an order:
- Click, at the bottom of your order screen, on the ‘Place the order as a load on Courier Exchange-icon’:
- Enter the required data.
! 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 platform. If there are any inaccuracies, you will be notified. As soon as the placement is successful, you will receive a confirmation.
Allocating a carrier
If you have access to the Purchase module, you can also assign the carrier from EasyTrans as soon as an agreement with a carrier is concluded. To do so, enter the Courier Exchange member ID at the carrier:
You only have to enter this ID number once.
- Create a new carrier or edit existing carrier data.
- At ‘Other data’ enter the ‘Courier Exchange Member ID’ (without GB and without spaces).
The ID number can be found on the “CXNetwork” tab in Courier Exchange.
- Click ‘Save & Close’.
- Return to the order and select the carrier.
- At ‘Purchase’ enter the agreed purchase price.
- Click on the Courier Exchange-icon again.
The selected carrier has been added to the data.
- Click on ‘
Book load directly on your own driver’ to assign the cargo to the carrier on Courier Exchange.
The order will be checked and sent to Courier Exchange . If there are any inaccuracies, you will be notified. As soon as the placement is successful, you will receive a confirmation.
When the carrier signs off the shipment via CX Euro, the POD information is automatically processed in EasyTrans, including the signature.
Directly book your order on your own driver
If your own drivers use Courier Exchange, you can also book orders directly to a driver. In this case, the orders will not be placed on the platform first, but will be allocated directly to the driver.
- Go to Carrier overview and open the existing carrier details of your own driver.
- Under ”Other data” enter the ‘Courier Exchange Driver ID’ and the ‘Courier Exchange Vehicle ID’, separated by a hyphen (-).
For example: 148450-20990
The available ID-numbers of own drivers and vehicles can be retrieved from EasyTrans; In an order click on the CX Euro icon , then click (in the upper right corner of the screen) on the icon ‘Retrieve own drivers and vehicles’ 
.
- Click on ‘Save & Close’.
- Return to the order and select the carrier.
- Click on the Courier Exchange-icon .
- Click on ‘ Book load directly on own driver’ to assign the cargo to the carrier definitively on CX Euro.
The order is checked and sent to CX Euro, the cargo is booked on the selected carrier. If there are any inaccuracies, you will be notified. As soon as the booking is successful, you will receive a confirmation.
When the carrier signs off the shipment via CX Euro, the POD information is automatically processed in EasyTrans, including the signature.
