How to add a new forwarder/transporter company to your vendor pool?

Modified on Tue, 14 Apr at 12:39 AM

Creating vendors:

1. Hover on settings icon and click on Vendor Masters

2. Select the client team that you want to add the vendor company from the drop-down

3. Click on create vendor company and a dialog box will appear asking for following information.

Vendor Name: Enter the name of the Vendor
Vendor Email: Enter the Primary Email id of the Vendor
Company Name: Enter the Company Name of the Vendor
Select a time zone: Select the time zone of the region vendor is based in
Vendor Phone: Enter Phone number of the Vendor

For Import preferences

Select services: Select the services that the Vendor offers.
Select mode of freight service: Select the mode of freight service the Vendor offers
Export trade routes: Select the Import Trade routes in which the Vendor offers service.

For Export preferences

Select services: Select the services that the Vendor offers
Select mode of freight service: Select the mode of freight service the Vendor offers
Import trade routes: Select the Export Trade routes in which the Vendor offers service

NOTE: RFQ can be sent to those Vendors only whose preferences match with the Enquiry Details. For a Vendor that does both Import and Export select the services, freight services and trade routes for both import and export.

For Domestic Preferences

Services: Tick the type of service from the option.
Mode of freight service: Tick the mode of service from the boxes provided.

Cargo type and Contracts

Select the type of cargo services that the Vendor offers.
Select the preference if the Vendor deals in contracts or spot.

Click on to create the Vendor details and Share the Login details with the Vendor

Repeat this procedure for all the Vendors

Edit Vendor details

Editing Vendor details > Click on icon on the right corner > Make the changes in the necessary fields> Click on Save Service details.

Deactivating Vendor:

Deactivating Vendor details > Click on icon on the right corner

Activate Vendor: Vice Versa

Adding a new user to the vendor

To add another new user in the same company click on on the right side. A pop will appear as follows. Fill in the details and click on save. Vendor will be added: