Description of Entities

include retailer

https://miro.com/app/board/uXjVK2E3x1M=/

Client Setup

1. Navigate to Entity Setup → Client Setup → Maintain Clients Menu

2. Click “Create New Client” Button on the bottom of the right pane. (Left Pane lists active Clients)

3. Fill In Client Details (provided by Clients)

Client Code/ID should be the same as data in WMS System

4. Click SAVE button

Carrier Setup

Create New Carrier

1. Navigate to Entity Setup → Carrier Setup → Maintain Carriers Menu

2. Click “Create New Carrier” Button on the bottom of the Right pane. (Left Pane lists active Carriers)

3. Fill In Carrier Details (provided by Clients)

Carrier Code/ID should be the same as data in WMS System

4. Click SAVE button

Create Service

1. Navigate to Entity Setup → Carrier Setup → Services Menu

2. Click “Create New Carrier Service” Button on the bottom of the right pane. (Left Pane lists active Services)

3. Fill In Service Details

Carrier Code/ID should be the same as data in WMS System

4. Click SAVE button

Shipper Setup

1. Navigate to Entity Setup→ Shipper Setup→ Maintain Shippers Menu

2. Click “Create New Shipper” Button on the bottom of the right pane. (Left Pane lists active Shipper/DC)

3. Fill In Shipper Details

4. Click SAVE button