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Carriers

The Carriers section allows you to view and manage contacts registered as carriers within the platform.

Carriers list

Figure 1. Carriers list

Carriers List

The list displays the main information for registered carriers.

Name

Identifies the registered carrier.

Code

Displays the code associated with the carrier.

Email

Displays the email address associated with the carrier.

Available Actions

Search

Allows you to locate carriers within the list.

New Carrier

Allows you to register a new carrier.

Create Carrier

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

General information for a Carrier

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

General

Individual / Company

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

Name

Allows you to enter the carrier's name.

Code

Displays the code associated with the carrier.

Brand

Allows you to enter a brand associated with the contact.

Tags

Allows you to associate tags with the carrier.

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 carrier.

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 carrier.

Tax and commercial information for a Carrier

Figure 3. Tax and commercial information for a Carrier

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 carrier's purchases.

Other Information

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

Actions

Create

Creates the carrier 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 carrier.

Once created, the carrier becomes available in the Carriers list for viewing and management.