Skip to main content

Shipping Lines

The Shipping Lines section allows you to view and manage contacts registered as shipping lines within the platform.

Shipping Lines list

Figure 1. Shipping Lines list

Shipping Lines List

The list displays the main information for registered shipping lines.

Name

Identifies the registered shipping line.

Code

Displays the code associated with the shipping line.

Email

Displays the email address associated with the shipping line.

Available Actions

Search

Allows you to locate shipping lines within the list.

New Shipping Line

Allows you to register a new shipping line.

Create Shipping Line

The New Shipping Line option allows you to register the general, contact, tax, and shipping line-specific information.

General information for a Shipping Line

Figure 2. General information, address, and contact details for a Shipping Line

General

Individual / Company

Allows you to define the account type corresponding to the shipping line.

Name

Allows you to enter the shipping line name.

Code

Displays the code associated with the shipping line.

Brand

Allows you to enter a brand associated with the contact.

Tags

Allows you to associate tags with the shipping line.

Image

Allows you to upload an image associated with the contact.

Main Address

Street 1

Allows you to enter the main address.

Street 2

Allows you to enter additional address information.

City

Allows you to enter the corresponding city.

ZIP

Allows you to enter the postal code for the address.

Country

Allows you to select the country corresponding to the address.

Province

Allows you to select the associated province.

Contact Information

Account Number

Allows you to enter an account number associated with the shipping line.

Email

Allows you to enter the email address.

Language

Allows you to select the language associated with the contact.

Phone

Allows you to enter a phone number.

Mobile

Allows you to enter a mobile phone number.

Website

Allows you to enter the website associated with the shipping line.

Tax and Shipping Line-specific information

Figure 3. Tax, Shipping Line-specific, and commercial information

Tax Information

Tax Status

Allows you to select the corresponding tax status.

Document Type

Allows you to select the associated document type.

Tax ID

Allows you to enter the corresponding tax identification number.

Shipping Line Information

This section allows you to enter specific information associated with the shipping line.

SCAC Code

Allows you to enter the SCAC code associated with the shipping line.

CBSA

Allows you to enter the associated CBSA information.

CAAT

Allows you to enter the associated CAAT information.

Commercial Information

At the bottom of the form, the Sales, Purchases, and Other Information tabs are available.

Sales

Salesperson

Allows you to select the associated salesperson.

Payment Terms

Allows you to select the corresponding payment terms.

Payment Method

Allows you to select the associated payment method.

Purchases

The Purchases tab allows you to access commercial information related to the shipping line's purchases.

Other Information

The Other Information tab allows you to access additional configurations associated with the shipping line.

Actions

Create

Creates the shipping line using the entered information.

Create and Create Another

Saves the current record and starts the creation of a new one.

Cancel

Closes the form without creating the shipping line.

Once created, the shipping line becomes available in the Shipping Lines list for viewing and management.