Allocate selected journey legs to a partner

Goal

Give a partner the exact journey legs they will fulfil and preserve a separate agreed payout for each selected leg.

Prerequisites

• Partner Network is available on your plan and your role can manage partner work.
• The partner is active, has Can fulfil enabled, and has a valid contact email.
• Partners with a saved base location and accurate service areas can be ranked more usefully for the route.
• The enquiry or booking has complete, correctly ordered journey legs and reviewed customer prices.
• You know whether the work is already agreed or still needs competitive offers.

Steps

1. Open the enquiry or booking and find its coverage section.
2. Review the route, pickup time, service, passenger count, luggage, and customer price on every leg that needs outside coverage.
3. Review the Shortlist first. It shows up to eight recommended partners grouped by distance: within 50 km, 50-150 km, farther away, then partners with no location on file. Use All partners when the right operator is not in the shortlist.
4. Treat the shortlist as a recommendation, not proof of availability. Confirm capacity, route suitability, contact details, and the partner's agreement before assigning work.
5. Choose one mode:
   • Select Direct assign when a named partner has already agreed to take the work.
   • Select Send tender when one or more partners still need to submit an offer.
6. For Direct assign, choose the partner and select only the legs covered by the agreement.
7. Enter the agreed payout separately for each selected leg when the payout is known. Do not derive one leg's payout from the booking-wide customer total.
8. Review the selected-leg summary, then confirm the direct assignment. This creates the award for those legs and sends the partner confirmation.
9. For Send tender, choose the invited partners, verify the tender legs, and send the invitation.
10. When offers arrive, compare the per-leg payouts and scope. Select the offer, review the exact selected legs, customer price, partner payout, and margin.
11. Confirm the award only after every selected leg has a complete payout. A partial award must not change unselected legs.
12. Open Dispatch or the booking and verify the awarded partner, leg scope, and coverage. Revoke the award before assigning your own vehicle and driver back to an awarded leg.

Expected result

Only the selected legs show the awarded partner, each selected leg retains its own payout, unselected legs keep their previous coverage, and the partner receives the correct job scope.

Troubleshooting

• The partner cannot be selected: confirm that the partner is active, Can fulfil is enabled, and a contact email exists.
• The shortlist is empty: open All partners. If the tenant has no fulfilment partners, add one first. If partners exist but have no route match, verify their base location and service areas.
• A suitable partner appears under No location on file: add or correct the partner's canonical base location. Until then, 4fleet cannot calculate a reliable route distance for shortlist ordering.
• The partner did not receive the message: inspect the send result and connected mailbox before assuming the award failed.
• The payout summary is incomplete: return to the per-leg fields. Do not use an old booking-wide total as a substitute.
• Your driver cannot be assigned: an active partner award still owns that leg. Revoke it explicitly first.
• The tender response covers fewer legs: award only the offered legs and arrange the remaining coverage separately.
• The portal shows TBC: review whether the award has a complete per-leg payout breakdown.