1. If an external Transport company is used for deliveries and pick ups, it can be added as a contact in Pallet Connect.
This allows the Transport Company to receive emails from the system and to be assigned to transactions.
This article shows how to create a Transport Company profile.
2. Navigate to the Main Menu. Click on the "Logistics" subsection.
3. Click "Manage Transport Companies"
4. Click "Add New Transport Company"
5. Click this field to add the Transport Company name.
NOTE: In order to save the profile, only the company name needs to be completed. Other fields can be filled out after the profile is saved, if needed.
6. Fill out general details on this page, for example the business number.
7. Click "Next" to reach the next page.
8. Enter in a delivery fee and an address, as needed.
Click "next" to access the next page.
9. Add invoice information including address and sales terms.
NOTE: If Invoice address is the same as physical address click on "copy from physical address". Click "next" to reach next page.
10. On this page, ensure "Active" is checked off, for the company to be available for transactions. Click "next" to reach the next page.
NOTE: This company can also be assigned as another contact type e.g broker.
11. Click on the available facilities for this transport company, if multi-facility is enabled.
12. Click "Save" to complete.
13. The company will now be visible on the "Manage Transport Companies" page.
Click on the company to reach the profile.
14. The profile opens on the "General" tab. Click through the tabs to access and edit information.
Click here to add comments , as needed. See related articles.
15. Click here to add notes as needed. See related articles.
16. Click the "Contact People"tab to create and edit contact information.
17. Click here to add new contact people.
18. Use the action buttons to assign the company as a head office, assign as a location to an existing head office or to a broker.
Click "save" to complete any changes.
