Sole proprietorship (Checkbox)
Tracking notifications night shift (Checkbox)
Invoicing reference mandatory (Checkbox)
Company name / Owner of account
Sales Manager Maritime (Search in system)
Operations Manager (System Search)
Button to add billing, mailing and business addresses
Add contact button (customer contact information)
Add Accounting Notes button (Notes, subject, date, etc.)
Add document button (Upload document, document types)
-Shipper package, Other, Logo, Contracted Routes
Introduction
In this article you will see all the fields shown in the form for creating a shipper in the Fleet Rocket system with their brief description. This form is shown if we go to the Accounts tab, then Shippers and click on Create New.
Shipper account fields
Sole proprietorship (Checkbox)
Owner of account
Refers to the user who will be the administrator of the shipper account who will have full access to the actions of the shipper account.
Account info
Country of origin
The country from which the shipper's account originates.
Name
Refers to the legal name of the company as it appears in official documents.
DBA Name
Refers to the name by which the shipper is generally known. DBA stands for "Doing Business As", your business identity.
Account status
The status the account will enter once created. Always, initially, as "Pending Approval".
Customer info
Company type
Refers to whether a company is an Broker (Freight Broker) or a Direct Shipper.
Industry
Refers to the industry of which the shipper to be registered is a part, for example: automobiles, household products, food, etc.
DUNS Number
9-digit identifier that distinguishes the shipper in the global market for easy recognition of the company.
Website
Shipper's website, url.
Source
Refers to whether the client is dealt with directly or is a referred case.
Sales commission rate
Commission percentage on sales made with this shipper.
Tracking period
The frequency with which shipment tracking notifications are received from this customer (1h to 4h).
Tracking notifications night shift (Checkbox)
Check in case you continue to receive notifications even after the morning shift.
Shipper accounting
Pay to entity
Entity of the U.S. or Mexican company to which this shipper's payments will be recorded.
Invoicing reference mandatory (Checkbox)
Check in case the invoice reference is mandatory.
If the box is checked, the field will be mandatory to fill in each time a shipper is created. Even if it is initially checked, this field can be edited later.
Tax ID
Tax identification number for commercial operations and procedures with the tax agency.
In the case of Mexico, the company's Registro Federal de Contribuyentes for financial matters to the SAT, or if the "Individual Company" box was previously checked, the individual's Clave Única de Registro de Población should be entered.
In the case of the United States, the Employee Identification Number assigned by the IRS for tax purposes, or if the "Individual Company" box was previously checked, the individual's Social Security Number should be entered.
Name of bank
Name of the bank with which the account is held to receive monetary funds
Account number
Account number for bank deposits.
Company name / Owner of account
Name of the company registered with the bank where funds are received.
In case you have previously checked the "Individual Company" box, the full name and date of birth of the owner of the account where funds are received will be requested.
Type of credit (2 Checkbox)
The manner in which credit is handled with this shipper, Credit or Cash bases.
Account managers
Sales Manager (System Search)
The broker's sales representative who will be in charge of inland shipments. *It is necessary to select it within the users registered in the system.
Sales Manager Maritime (Search in system)
The broker's sales representative who will be in charge of ocean shipments. *It is necessary to select it within the users registered in the system.
Operations Manager (System Search)
The broker's operations representative who will be in charge of all shipments for this customer. *It is necessary to select it within the users registered in the system.
Main Form of Communication
E-mail address where the shipper can be contacted (directly or as main contact).
Phone number
Telephone number where the shipper can be contacted (directly or as main contact).
Customer addresses
Button to add billing, mailing and business addresses
List of customer addresses, for billing, for mailing and at commercial level. *It is possible that it is the same for 2 or 3 cases and it is only necessary to select that it is the same.
Customer contacts
Add contact button (customer contact information)
List of customer contacts for different purposes. *It is possible to select the type of contact being added, e.g. accounts receivable, executive director, sales representative, etc.
Accounting notes
Add Accounting Notes button (Notes, subject, date, etc.)
Notes to take into account in accounting data. *Option to add subject and date per note.
Documents
Add document button (Upload document, document types)
-Shipper package, Other, Logo, Contracted Routes
Upload documents of interest related to the shipper. For example: Shipper's package, logo, etc.
Notifications
Button to add notifications
List of notifications to be received regarding this customer's shipments. Related to the different statuses of the cargoes: cleared, in transit, at destination, etc.