How to add multiple forwarders/transporters to the platform in one go?

Video Tutorial on how to add multiple forwarders/transporter in one go?

Step 1 – Hover on settings icon and click on "Vendor Masters"

Step 2 – Select the team that you want to add vendors to from the dropdown in the top left corner

Step 3 – Click on three dots beside the “Create Vendor Company” button, where a drop-down will appear. Then click on “Vendor Bulk Upload”

A new dialogue box will pop up as shown below  

Step 4 - Click on the “Download template” to download the excel file.

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

Step 5

Note: Fill in at least the mandatory details

• Column A --> Company Name (Mandatory)
• Column B --> Vendor Name (Mandatory)
• Column C --> Vendor Email (Mandatory)
• Column D --> Vendor Phone (Mandatory)
• Column E --> Timezone (Mandatory)
• Column F --> Country (Mandatory)
• Column G --> Import Service
• Column H --> Import Mode [FCL,LCL,ISO tank, Flexi tank, Air, Bulk and Break Bulk, Courier]
• Column I --> Export Services 
• Column J  --> Export Mode 
• Column K --> Transport Services 
• Column L--> Transport Mode [FTL,LTL]
• Column M--> General
• Column N--> Reefer
• Column O --> HAZ
• Column P --> Spot
• Column Q --> Contract

 Step 6 - 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” to upload the file.

Step 7 – Once the file is successfully uploaded on the platform, click on the “Create vendors” button. 

Step 8 – The box below shows the created Vendor companies under the "Vendor Masters" tab

Step 9 - Click on the "Add User" button to add a new user to the created Vendor Company. 

Step 10 - Fill in the details in the pop-up box that appears and then click on the "Submit" button to create a new vendor user