This article shows DVU users how to create a shipper record. A shipper is a party that sends physical goods to a customer.
Creating a shipper
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Go to Home > Business Partners > Shipper.
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Click the plus
icon.
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Make sure the Enabled box is checked. (see below)
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Fill in the required fields on the Properties page. (see below)
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Fill in other fields as needed.
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Click Save Partner.
Enabled checkbox
When checked, DVU adds this customer to all relevant drop-down menus, which means a DVU user can select this customer for a shipment/load or pending quote.
Uncheck the box to keep the record in the DVU system but prevent DVU users from selecting this option.
Note If a DVU user adds a customer to a shipment/load or pending quote and then later unchecks the Enabled box, DVU keeps the customer active in the current shipment/load or pending quote. However, DVU blocks future selections of this customer until a DVU user changes the status back to Enabled.
Required fields on the Properties page
The Properties page has three required fields:
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Description - Enter a unique identifier.
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Account ID - Enter a unique alphanumeric code.
Optional fields on the Properties page
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Contact - Fill in the contact information fields.
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Billing ID - Enter a unique billing identifier.
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Default NMFC - Enter the National Motor Freight Classification code to describe the shipped items.
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Mailing Address and Shipping Address - Enter two addresses if they are different locations.
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