Assign Trade Partner Data

The Apply feature allows you to assign Trade Partner information to the booking. Trade Partners can be found by entering their name in any addresses field and clicking Assign.  The matching Trade Partner Company Name or Trade Partner ID are found and the address data is populated in a non-editable form.

To Assign Trade Partners:

1    Enter in the name of the Trade Partner in an address field and click Assign.  If the name you typed has only one match, the Trade Partner address data is populated below the Trade Partner name. If multiple matches are found, the Trade Partner Look-up window pops-up displaying multiple Trade Partners of the same name. Click on the desired Trade Partner to assign.

Figure 1: Trade Partner Look-up Window

2    You are notified if there is no match in the Trade Partner database, and if you have permission, Shipment Management Centre provides options to add a new Trade Partner. The Add Trade Partner page appears if you click Yes. If you click No, a Trade Partner is not assigned to the booking.

Figure 2: Trade Partner Does Not Exist Error Notification