This article discusses how to set up your Carrier Partners, including adding a new carrier partner, completing the partner details and setting up freight rates.
A partner refers to the business or clients that you work with:
- Client Partners: Partners that you move and store goods for.
- Carrier Partners: Partners who carry goods to and from their destinations.
Creating a new Carrier partner
To create a new partner open Carrier Partners menu and choose Manage.
In the Partners Index tap the Add button and choose Create Carrier.
Enter the name, and code (this must be unique - no two partners in your organisation can have the same code), the Tax Rate applicable and tap Create Partner.
Now you can see details about the Carrier.
Under Custom Unit Types we can select any additional unit types our carrier will be transporting.
Weight KG, Volume M3, Item Quantity, and Virtual Pallets are all included in consignments by default.
Custom Unit types can be added by tapping Edit Units, and selecting from units that you have configured for your organisation.
Freight Settings and Rates
From the Freight Settings card, you can determine how you would like Consignly to proceed if more than one freight rate applies for a consignment assigned to this carrier. The options available are:
- Least Expensive
- Most Expensive
You may create freight rates for the Carrier partner. You do this by creating a Rate Card for the Carrier.
Once freight rates have been created, Consignly will automatically determine the rates for a consignment with this carrier partner and can alert you if the freight margin falls below certain percentage or dollar value.