Partners and fleet
Maintain customers and carriers with contacts, addresses, rates and pallet account, and create vehicles and drivers including driver logins.
Creating a partner
Under partners you switch between customers and carriers; the new-partner button opens the form: type (customer, carrier, customer & carrier, customs agent, other), number, name, legal company name, VAT ID, EORI, country, language, currency, payment terms, address, email addresses, phone numbers, tags and email domains. For carriers also equipment, licence number and licence/insurance valid until.
Бележка: The inbox uses the email domains to recognise senders automatically. The VAT ID format is checked; if something looks off, the partner is still saved but with warnings.
Partner detail tabs
- Master data and contacts (new contact, main contact).
- Addresses: locations with a map; geocoding fills in missing coordinates.
- Rates: new rate with name, basis (flat, per km, per pallet, per 100 kg, per loading metre, zone matrix), currency, validity, minimum price and surcharges (diesel %, ADR, waiting time/h, free waiting time). Without a customer rate, the general rate applies.
- Compliance (carriers only): licence/insurance expiry, sanctions screening, rating.
- Pallet account: balance per pallet type (positive = the partner owes us), book a movement.
- Orders (as customer) or assignments as carrier.
Бележка: Deactivating a partner sets it inactive – nothing is deleted.
Fleet: vehicles
Fleet shows tiles for vehicles, drivers and vehicles with position, and tabs for vehicles, drivers and map. New vehicle: licence plate, type (truck, tractor unit, trailer, van, semi-trailer), body, Euro class, payload, loading metres, pallets, gross vehicle weight, axles, telematics provider/ID, ADR, active. A duplicate plate returns plate_taken.
Fleet: drivers and driver login
- New driver: first name, last name, phone, language (the language of the driver app), licence classes, ADR certificate valid until, home base, driver card.
- Create login (owner/administrator only): email + password (at least 8 characters) creates a user with the driver role for the app.
Бележка: The map tab shows the last positions of all vehicles with a link to their tour.
Свързани статии
- Carrier compliance and sanctions screeningKeep track of carrier licence and insurance expiry, screen against the EU sanctions list and assess hits.
- Managing users and rolesWhat each role may do, how to invite, edit and deactivate users and how driver and portal logins are created.
- The driver appSign in, install the app on your smartphone and see your tours for today and the coming days.
- WarehouseCreate warehouses and bins, view stock and book goods receipt, goods issue, transfers, corrections and cross-docking.