Create a New User for the Shipper
Introduction to Shipper Facilities
Adding Contacts to Shipper Facilities
Creating a Load Using Facilities
Main View
Account Management
This section manages the Shipper/Client accounts in the Back Office. They are responsible for providing the goods for transportation and transfer.
Create New Account
From the Accounts menu → Shipper → Create New.
To create a new shipper account, it is necessary to enter relevant information for the various processes involved.
Fill in all the mandatory fields.
You must complete two mandatory forms:
- Account Owner
- Account Name
The shipper account creation form includes many other optional fields that allow additional information to be associated with the account. If needed, these can be updated once the account is created.
Owner of Account
The Account Owner will be the primary email used to log into the Shipper account. Since it is the first and only account, it is set as the default administrator.
Customer Addresses
Note: Customer Addresses are not mandatory in order the create the Shipper Account.
The Customer Addresses include the billing, mailing, and business addresses of the Shipper to be added. If any of these addresses are the same, it is recommended to enter the business address first, as this will enable the option to duplicate it for the other addresses.
The required information throughout the questionnaire may vary depending on the country of origin.
Approval of a Shipper Account
Once a Shipper account is created, it needs to be approved before it can operate within the system. To approve it, go to the Accounts tab → Shippers.
From the list of current shippers, select the one you want to activate. It will be in the Pending Approval status. Click on the Details page.
If desired, additional documentation related to the contract with the shipper, known as the Shipper Package, can be attached, although it is not mandatory.
To do this, go to the Documents tab → Add Documents.
From the Carrier Details page, you can Activate the account, Reject it, or mark it as Incomplete.
Editing shipper account data
To edit shipper account data, you must first access the list of shippers by clicking on Accounts > Shippers on the left-hand side, then access the shipper account for which you wish to edit the data by clicking on the eye symbol on the right-hand side.
After this, select the tab on which you want to edit the information (for example, customer accounting), and to edit the data, click on the pencil symbol in the field you want to edit.
Once the data has been edited and updated, click Update to save it in the system.
Shipper Users
View Users
To check if a Shipper has active users on the platform, go to their Shipper profile in the Back Office. In the Customer Contacts tab, check the Shipper Users section.
Create a New User for the Shipper
To create a new user for a Shipper, go to the Customer Contacts tab. In the Shipper Users section, click the add icon in the top right corner.
If the add icon does not appear, it means that your BO user does not have permission to update information in the Client Contacts tab. Contact your company's team responsible for configuring user roles.
Delete a Shipper User
To delete a user from the Shipper's contact list, go to the Customer Contacts tab. In the Shipper Users section, click the delete icon in the bottom right corner. Confirmation is required.
Update a Shipper User´s email
To edit Shipper users, you must have the appropriate role permissions which are Accounts receivable and or Admin.
Facilities
Introduction to Shipper Facilities
Shipper facilities/locations/sites/warehouses generally remain stable over time. Once a client has established a location, its address, tax identifiers, operating hours, and procedures tend to stay consistent.
For this reason, this functionality has been added for Shippers, ensuring that all facility information is registered and easily accessible, streamlining the load creation process.
These are key locations on the map for a specific client.
To access Facilities, go to the Shipper profile and navigate to the Facilities tab.
Once inside the Facilities tab, you will see a summary list of the registered facilities for that client, including key details such as country, state, and address.
There are three action buttons in the Facilities list: delete, edit and show details.
Facilities are also used for privated fleet reports and Bulk shipment process.
Create a Facility
To create a new facility for a Shipper, click the Add button located in the top right corner of the Facilities list.
You need to fill out the mandatory information in the form for the specific facility.
- Name: Assign a recognizable name to the facility.
-
Facility Type: Select between Origin, Destination, or Both if it serves as both pickup and delivery.
- When creating loads, only Origin or Both facilities appear in the pickup dropdown.
- Only Destination or Both facilities appear in the delivery dropdown.
- Address Information
- Recipient/Shipper
- Address Type / Manual Entry
- Choose whether to use a Google Maps address/pin or manually enter an address if it does not appear on Google Maps.
- If entering manually, you must select the exact point on the map by providing latitude and longitude (retrieved manually from Google Maps).
- The text-based address field is not validated, except for the country.
- The Back Office (BO) stores coordinates, while the client view displays the address field.
- Additional Facility Details
- Reference: Open field for facility identification.
- Entry Requirements: Open field to define facility entry requirements.
- Schedules: Open field to define known facility hours.
- Notes: Open field for any additional important information.
- Shipper Facility ID: Numeric field to store the facility’s unique identifier.
Adding Contacts to Shipper Facilities
Once a facility is created, the details view allows you to add contacts to it.
When clicking on Contacts, a pop-up window appears showing:
- A list of existing contacts (if any) associated with the facility.
- An option to add new contacts by clicking the "New" button.
From this window, you can quickly and easily manage the contacts linked to the facility.
Creating a Load Using Facilities
To create a load using Facilities, follow these steps:
- Go to the Load Creation section.
- When selecting the pickup and delivery locations, choose from the registered Facilities associated with the Shipper.
- The system will automatically fill in the address
- Confirm and save the load information.
By using Facilities, you streamline the load creation process, ensuring accuracy and consistency in the provided details.
When a Shipper has Facilities registered in their profile, a dropdown menu will appear, allowing users to select a facility.
- Origin-type facilities will be suggested for pickup locations.
- Destination-type facilities will be suggested for delivery locations.
- All-type facilities can be used for both pickup and delivery.