Follow this guide when creating Managed Service orders with Montway Auto Transport via Inventory Management.

1. Click on Inventory Management in the navigation sidebar.

2. Check the box(es) next to the vehicle(s) for which you want to create a managed service order.

3. Click Choose Action > Assign to Managed Services.

4. In the Provider Name field, search for “Montway”

5. Click Book.

6. Select the Service Level (there will just be one option in the drop-down).

7. Click Confirm to complete the order.

Once the order has been created, click on Loads in the navigation sidebar. Click See Details to review the order details and/or status.

The default load status is ‘Dispatched’ and will update to ‘Picked Up’ then ‘Delivered’ as the order progresses.

If the vehicle does not exist in Inventory Management for any reason, a Managed Service order can also be created manually using the Managed Services function.

1. Click Managed Services in the navigation sidebar.

2. Enter the Pick Up and Delivery zip codes, earliest available Pick Up Date, the VIN, Year, Make, Model and Operable status.

3. Click Calculate to generate a quote for this transportation.

4. Click on the Service Level.

5. Click Book Quote.

In the Book Order screen, enter all the order details.

1. If you have a gatepass, click Upload Gatepass to attach the file.

2. Enter the Pick Up contact details. If the contact already exists in the Contact Book, just start typing and choose it when it appears in the drop-down. (You can also Save as New Contact)

3. Enter the Drop Off contact details.

4. Enter the Customer Details, which often matches either the Pick Up or Drop Off contact.

5. Enter any specific dispatch instructions in the Customer Comment field.

6. Click Submit Order to finalize the order and send it to Montway Auto Transport.

Once the order has been created, click on Loads in the navigation sidebar. Click See Details to review the order details and/or status.