Agents
The Agents section allows you to view and manage contacts registered as agents within the platform.
Figure 1. Agents list
Agents List
The list displays the main information for registered agents.
Identifies the registered agent.
Displays the code associated with the agent.
Displays the email address associated with the agent.
Available Actions
Allows you to locate agents within the list.
Allows you to register a new agent.
New Agent
The New Agent option allows you to register the general, commercial, and contact information corresponding to the agent.
Figure 2. General information and main address for an Agent
General
Allows you to define the account type corresponding to the agent.
Allows you to enter the agent's name.
Displays the code associated with the agent.
Allows you to enter a brand associated with the contact.
Allows you to associate tags with the agent.
Allows you to upload an image associated with the contact.
Main Address
Allows you to enter the main address.
Allows you to enter additional address information.
Allows you to enter the corresponding city.
Allows you to enter the postal code for the address.
Allows you to select the country corresponding to the address.
Allows you to select the associated province.
Figure 3. Contact, tax, and Agent-specific information
Contact Information
Allows you to enter an account number associated with the agent.
Allows you to enter the agent's email address.
Allows you to select the language associated with the contact.
Allows you to enter a phone number.
Allows you to enter a mobile phone number.
Allows you to enter the website associated with the agent.
Tax Information
Allows you to select the corresponding tax status.
Allows you to select the associated document type.
Allows you to enter the corresponding tax identification number.
Agent Information
This section allows you to enter specific information associated with the agent.
Allows you to enter the IATA code associated with the agent.
Allows you to enter the CASS code associated with the agent.
Allows you to enter the EORI number associated with the agent.
Allows you to define the number of free storage days associated with the agent.
Commercial Information
At the bottom of the form, the Sales, Purchases, and Other Information tabs are available.
Sales
The Sales tab allows you to enter commercial settings associated with the agent.
Allows you to select the associated salesperson.
Allows you to select the corresponding payment terms.
Allows you to select the associated payment method.
Purchases
The Purchases tab allows you to access commercial information related to the agent's purchases.
Other Information
The Other Information tab allows you to access additional configurations associated with the agent.