� 1. How to create a new Trade partner
1. To create a new Trade partner, click on the New button in the Trade partner list screen.
2. A popup will display, per below image.
3. Input the required information, then click Save to add the new trade partner.
� 2. Notable items explained
The Trade Partner Entry screen contains following sections:
- Basic Information - includes basic information of the trade partner
- You can select multiple types for trade partner in Trade Partner Type field.
- Trade partner code will auto generate if left blank. Otherwise you can manually input this.
2. Address
- You can add multiple addresses for a trade partner. Only one address of each type can be set as default.
- Display Address decides how the address field will be formatted and shown on other screens, such as Shipment Detail or MBL Detail.
- B/L address is used to print B/L Address in B/L and Cargo Manifest. The format shall follow the Display Address.
Note: The Name show on B/L address's Display Address is get from the Name column in the Address table
- Billing address is ****used for invoice and statement Billing Address.
3. Related Partner
This section is used in Work Order and Import Shipment. You can use related partner to define customs brokers and truckers automatically.
4. User Define
This section is to store user defined information that shall be managed by forwarding companies.