Shipper/Consignment List
Navigation To Shipper/Consignment List:
Navigate to the Settings section and under System Setup click the “System Settings” button.
Then navigate to the Cargo section and click the “Shipper/Consignment List” button.
Main Functionalities:
Search Section:
This section is used to quickly find specific shippers or customers by their name, company details, or other relevant information.
Input any identifiable details such as the company name, street, city, etc., and the system will filter the list based on your search criteria.
List of Shippers/Customers:
Type: Indicates whether the entry is a "Shipper" or another customer type.
Customer: Displays the name of the customer or shipper.
Company, Street, City, State, Country: Shows the corresponding details for each shipper or customer entry.
Other Details: May include ZIP, Phone, Fax, EORI Number, and other specific identifiers.
Note: This list allows you to see all existing shippers/customers and their associated details.
Action Buttons:
Update: Use this button to apply any changes made to an existing shipper or customer entry.
New: Click this button to create a new shipper or customer entry.
Delete: Use this button to remove a selected shipper or customer from the system.
Details Panel (Editor):
Company: Enter the name of the company for the shipper or customer.
Street: Provide the street address for the company.
City: Input the city where the company is located.
State: Provide the state or region information.
Country: Select or enter the country where the company is based.
ZIP: Enter the postal or ZIP code for the location.
Phone: Provide a contact phone number.
Fax: Input the fax number, if available.
EORI No: Enter the Economic Operators Registration and Identification (EORI) number, if applicable.
Type: Select "Shipper" or another relevant customer type from the dropdown list.
Additional Fields:
Customer: Specify whether the entity is categorized as a customer.
Steps for Managing Shippers/Customers:
To Add a New Shipper/Customer:
Click on the New button.
Fill in the required fields in the Details Panel (Company, Street, City, State, Country, etc.).
Select the appropriate Type (e.g., Shipper).
Click Update to add the new shipper or customer to the list.
To Edit an Existing Shipper/Customer:
Select the shipper or customer from the list.
Modify the fields in the Details Panel as necessary.
Click Update to save the changes.
To Delete a Shipper/Customer:
Select the shipper or customer you want to remove from the list.
Click the Delete button.
Confirm the deletion if prompted.