Carriers

This window is displayed by clicking on the Carrier codes option in the Reference codes menu

Carrier codes/ delivery addresses are used to define the source or destination for items in road manifests. The Carrier code itself defines the Carrier name, address and phone details while the Carrier contacts can be used to define contact details for individual people working at the Carrier. Hence this can also double as a telephone directory.

Carrier contacts in this screen are shown for the currently selected Carrier. To see all Carrier contacts in a single table, use the Carrier contacts option.

Upper grid

1. Click "+" to open dialog and add a new Carrier record (click "▲" to open an existing record to edit, and "-" to delete a record)

2. Enter a meaningful code up to 6 characters long.

3. Enter the name and physical address of the Carrier.

4. Enter the main phone number for the Carrier.

5. Check the appropriate boxes to indicate if the carrier has inventory tracking, is active and is usable in boat, air or road manifests

Lower grid

6. Click "+" to open dialog and add a new Contact record (click "▲" to open an existing record to edit, and "-" to delete a record)

7. Check the box if the contact is current. If an individual leaves the depot, the record needs to be retained for past road manifest reference, but by blanking this check box, the name will no longer appear in the drop down in the road manifest.

8. The contact code would normally be generated by the program as explained below. These should be unique.

9. Most commonly a name is entered as first name then last name. However it may be that a position, such as Store manager is used instead.

10. Enter the individuals phone and mobile numbers and email

11. Normally you would generate the code from the name, using this button. The code consists of 3 characters from the last name, the initial of the first name and a 2-digit number to ensue uniqueness. Since individuals may moved from Carrier to Carrier, it is possible for them to have multiple entries in the database.

12. Where the person’s name is not know a position can be entered instead. You may wish to define a prefix for the code of 4 characters. Clicking this button will add a unique 2-digit code to the end.

Options

13. [Show Used] displays a report showing the manifests where the selected carrier has been used.

Document Carriers.htm