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Shippers

The Shippers section allows you to view and manage contacts registered as shippers within the platform.

Shippers list

Figure 1. Shippers list

Shippers List

The list displays the main information for registered shippers.

Name

Identifies the registered shipper.

Code

Displays the code associated with the shipper.

Email

Displays the email address associated with the shipper.

Available Actions

Search

Allows you to locate shippers within the list.

New Shipper

Allows you to register a new shipper.

Create Shipper

The New Shipper option allows you to register the general, contact, tax, and commercial information corresponding to the shipper.

General information for a Shipper

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

General

Individual / Company

Allows you to define the account type corresponding to the shipper.

Name

Allows you to enter the shipper's name.

Code

Displays the code associated with the shipper.

Brand

Allows you to enter a brand associated with the contact.

Tags

Allows you to associate tags with the shipper.

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 shipper.

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 shipper.

Tax and commercial information for a Shipper

Figure 3. Tax and commercial information for a Shipper

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.

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 shipper's purchases.

Other Information

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

Actions

Create

Creates the shipper 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 shipper.

Once created, the shipper becomes available in the Shippers list for viewing and management.