Version: 1.0.0

Profile and Contract Management

I. Overview

The Carrier Management feature allows businesses to centrally manage the profiles of carriers partnering with them to transport goods.

In addition, the feature standardizes contract information and accompanying appendices for record-keeping, and improves scalability when a carrier has multiple contracts, appendices, and pricing matrices over the course of the partnership.

II. Carrier Management

2.1. Create a Carrier

Step	Action
1	Select 'Carrier Management' to open the 'Carrier List' screen
2	Click 'Add Carrier' to open the 'Add Carrier' popup
3	Enter the information: Carrier Name (Required), Carrier Code (Required), Transport Company Name, Country, Province/City, Ward/Commune, Contact Address, Billing Address, Billing Name, Phone Number, Email, Fax, Tax ID, Industry, Business Type, Company Size
4	Click 'Create' to save the information
5	Click 'Cancel' to cancel the action

2.2. Edit Carrier Information

Step	Action
1	Click the carrier name text link in the carrier list, or the information icon, to open the carrier detail screen
2	On the carrier detail screen, in the 'Information' tab, click 'Edit' to open the edit popup
3	Change the content to be edited
4	Click 'Save Changes' to save the information
5	Click 'Cancel' to cancel the action

2.3. Delete a Carrier

Step	Action
1	Click the carrier name text link in the carrier list, or the information icon, to open the carrier detail screen
2	On the carrier detail screen, in the 'Information' tab, click the delete icon to open the delete confirmation popup
3	Click 'Delete' to perform the deletion
4	Click 'Cancel' to cancel the action

III. Contract Management

3.1. Create a Contract

Step	Action
1	Click the carrier name text link in the carrier list, or the contract icon, to open the carrier detail screen
2	On the carrier detail screen, in the 'Contracts' tab, click 'Add Contract' to open the add contract popup
3	Enter the information: Contract Code (Required), Contract Name, Contract Type, Effective Date, Expiry Date, Applicable Partners, Applicable Warehouses, Applicable Service Types, Attachments, Notes
4	Click 'Save Contract' to save the information
5	Click 'Cancel' to cancel the action

Attachments support PDF, DOC, DOCX, XLS, XLSX, JPG, JPEG, and PNG formats; maximum file size is 10MB.

3.2. Edit a Contract

Step	Action
1	Click the carrier name text link in the carrier list, or the contract icon, to open the carrier detail screen
2	Select the contract to edit to open the contract detail screen, then click 'Edit' to open the edit popup
3	Enter the information to be edited
4	Click 'Save Changes' to save the information
5	Click 'Cancel' to cancel the action

3.3. Delete a Contract

Step	Action
1	Click the carrier name text link in the carrier list, or the contract icon, to open the carrier detail screen
2	Select the contract to delete to open the contract detail screen, then click the delete icon to open the delete confirmation popup
3	Click 'Agree' to confirm the deletion
4	Click 'Cancel' to cancel the action

3.4. Create a Contract Appendix

Step	Action
1	Click the carrier name text link in the carrier list, or the contract icon, to open the carrier detail screen
2	Select the contract to add an appendix to; on the contract detail screen, click 'Add Appendix' to open the add appendix popup
3	Enter the information: Appendix Code (Required), Appendix Name, Appendix Type, Effective Date, Expiry Date, Attachments, Notes
4	Click 'Save' to save the information
5	Click 'Cancel' to cancel the action

Attachments support PDF, DOC, DOCX, XLS, XLSX, JPG, JPEG, and PNG formats with a maximum file size of 10MB.

3.5. Edit a Contract Appendix

Step	Action
1	Click the carrier name text link in the carrier list, or the contract icon, to open the carrier detail screen
2	Select the contract whose appendix you want to edit; on the contract detail screen, in the contract appendices section, click the edit icon of the appendix
3	Enter the information to be edited
4	Click 'Save Changes' to save the information
5	Click 'Cancel' to cancel the action

3.6. Delete a Contract Appendix

Step	Action
1	Click the carrier name text link in the carrier list, or the contract icon, to open the carrier detail screen
2	Select the contract whose appendix you want to delete; on the contract detail screen, in the contract appendices section, click the delete icon of the appendix to open the delete confirmation popup
3	Click 'Agree' to confirm the deletion
4	Click 'Cancel' to cancel the action

I. Overview​

II. Carrier Management​

2.1. Create a Carrier​

2.2. Edit Carrier Information​

2.3. Delete a Carrier​

III. Contract Management​

3.1. Create a Contract​

3.2. Edit a Contract​

3.3. Delete a Contract​

3.4. Create a Contract Appendix​

3.5. Edit a Contract Appendix​

3.6. Delete a Contract Appendix​