How to add multiple consignees on the platform in one go?

Modified on Mon, 6 Apr at 11:41 PM

1. Hover on the Settings icon in the top right corner and click on "Consignee Masters"

2. Select the relevant client team from the drop-down menu in the top-left corner of the screen to which you want to add the consignees.

3. Click on three dots besides the Create Consignee Company button, where a drop down will appear.

Then click on “Consignee Bulk Upload”

4. A new dialogue box will pop up as shown below. Click on the “Download template” to download the excel file.

Once you open the excel file format, following details of the consignee company will be needed in order to upload the file.

Column A --> Company Name (Mandatory): Enter the company name.
Column B --> Unique ID. (Mandatory): Unique identifier against each company. If you have multiple consignees (customers) for multiple locations, you can update the code in this column which will display only their shipments on their dashboard.
Column K, L and M --> Shipper/Consignee/Customer (Mandatory): Select 'yes' if it is a consignee or shipper.

5. Once you update the mandatory data in the excel sheet, save the file on your PC and upload the same by clicking on “Click to Upload” button to upload the file.

6. Once the file is successfully uploaded on the platform, click on “Create consignees” button.

7. The box below shows the created Consignees under the Consignee Masters

8. Click on "Add User" button to add new Consignee to required Consignee Company

9. Fill in the details in the pop up box that appears and Click on "Submit" button to create a new consignee user