Manage Freight Carriers Submodule

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Overview

The Miscellaneous → Manage Freight Carriers submodule lets you view and manage freight carrier records used for shipping and logistics operations. This submodule helps maintain carrier information, contact details, and addresses for coordinating shipments and freight services.

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Active Freight Carriers

The Active Freight Carriers tab displays a table of all currently active freight carriers in the system. Within this table, you can:

• Click on column headers to sort the data in ascending or descending order.
• Use the Actions column to view or deactivate freight carriers:
  • View (magnifying glass icon): View detailed freight carrier information
  • Deactivate (red “no” button): Mark the freight carrier as inactive.

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Inactive Freight Carriers

The Inactive Freight Carriers tab displays a table of freight carriers that have been marked as inactive but are preserved for reference. Within this table, you can:

• Click on column headers to sort the data in ascending or descending order.
• Use the Actions column to reactivate freight carriers:
  • Reactivate (green check button): Mark the freight carrier as active again.

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Add Freight Carrier

Use this tab to create new freight carrier records in the system.

1. Fill in the required freight carrier details:
   • Freight Code: Freight Carriers standard SCAC code.
   • Description: Enter the freight carrier’s company name or description.
   • Account Number: Enter your account number with this freight carrier.
2. Click Save to create the new freight carrier record, which will be added to the Active Freight Carriers table.

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View / Edit Freight Carrier

Use this tab to view and modify existing freight carrier information.

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Step 1: Select a Freight Carrier

1. Choose a Freight carrier from the dropdown menu.
2. The freight carrier’s information will be displayed.

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Step 2: Edit Freight Carrier Information

Once you’ve pulled up a freight carrier, you can edit it with the following features located in the toolbar:

• Edit: Enter edit mode and modify freight carrier details.
  • Once in edit view the following buttons will be available:
    • Cancel Editing: Cancel editing.
    • Save: Save your changes.
• Click Add Note to attach comments or notes to the freight carrier record. You can optionally choose an expiration date for the note.

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Add Contact Information

When editing the freight carrier page, you can add new contact information.

1. Click + Add new button in the Contact Information section.
2. Fill in the required and optional fields in the form. For a full list of field definitions, see the Vendor Fields reference page.
3. Click Save to add the contact or Cancel to discard

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Add Address

To add address information for the freight carrier:

1. Click + Add new in the Addresses section
2. Fill in the required and optional fields in the form. For a full list of field definitions, see the Vendor Fields reference page.
3. Click Save to add the address or Cancel to discard

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File Management

The File section allows you to manage documents associated with the freight carrier:

1. Click + Upload Document under “Files” to open a file browser and select the document you want to attach.
2. Click Start upload to begin uploading.
3. Click Cancel upload if you need to cancel the upload.