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Consignees

The Consignees section allows you to view and manage contacts registered as consignees within the platform.

Consignees list

Figure 1. Consignees list

Consignees List

The list displays the main information for registered consignees.

Name

Identifies the registered consignee.

Code

Displays the code associated with the consignee.

Email

Displays the email address associated with the consignee.

Available Actions

Search

Allows you to locate consignees within the list.

New Consignee

Allows you to register a new consignee.

Create Consignee

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

General information for a Consignee

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

General

Individual / Company

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

Name

Allows you to enter the consignee's name.

Code

Displays the code associated with the consignee.

Brand

Allows you to enter a brand associated with the contact.

Tags

Allows you to associate tags with the consignee.

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 consignee.

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 consignee.

Tax and commercial information for a Consignee

Figure 3. Tax and commercial information for a Consignee

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 consignee's purchases.

Other Information

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

Actions

Create

Creates the consignee 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 consignee.

Once created, the consignee becomes available in the Consignees list for viewing and management.