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Add a transporter

You probably use different transporters to deliver your goods. You can record and select these transporters at the sales contact level.

To add a transporter/delivery staff:

  1. Go to: Order Management / Sales / Configuration / Transporter.
  2. Click on: New.
  3. Enter the Transporter code. For example TNT Exp.
  4. Enter an extensive Description. For example, TNT Express.
  5. Enter the contact details if you want to use the address details of the transporter.
  6. Click on: Finish.

Directly to

  1. Transporter
  2. Add a transporter
  3. Link a transporter to a sales contact
  4. View transporters per sales contact
  5. Add services of transporters manually
  6. Import services of transporters

Process

Sales contact

Work area

sales