Creating and editing shippers

Creating a new shipper

Bids are associated with shippers. So, you must create the shipper record before you can create a bid for the shipper.

  1. Click image1 Open Menu and go to Shippers > View/Edit Shippers.
    The Bid Shippers page opens. Available shippers appear in the grid.

    image59

  2. In the Shipper Details section, click New.

  3. Enter shipper details.
    Note: Make entries in as many fields as you feel are relevant. These fields are required:

    • Shipper Name

    • Shipper Code

    • Customer Code

    • Bill To Code

  4. When you are done, click Save.

Once the record is saved, you can attach files or edit shipper details as needed.

You can also access the Bid Shippers page by clicking Shippers on the Bid Home page.

Editing shipper details

To edit shipper information:

  1. Click image1 Open Menu and go to Shippers > View/Edit Shippers.
    The Bid Shippers page opens. Available shippers appear in the grid.

    image61

  2. In the grid, select the shipper you want to edit.
    The shipper’s details appear in the Shipper Details section.

  3. In the Shipper Details section, click Edit.

  4. Make any necessary changes.

  5. If you want, attach one or more files.

  6. When you are done, click Save.

Using attachments with shippers

You can attach files, such as a letters, contracts, historical data, to the shipper record.

  1. Select the shipper you want to edit in the grid.

  2. In the Shipper Details section, click Edit.

  3. To attach a document:

    1. In the Attachments section, click Select files.

    2. In the window that opens, go to and select the file(s) you want to attach.

    3. Click Open.
      The file names appear in the Attachments section.

      image14

  4. To view an attached document, click on it in the Attachments section.