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How to Set Up Trade Parties for Trade Partners

Introduction

The Trade Party section enables users to manage details of organizations with which a trade partner frequently conducts business. This functionality ensures that key information, such as billing and delivery locations, automatically populates when processing shipments.

Benefits

  • Reduces manual entry for recurring Bill To and Pickup/Delivery details.
  • Enhances consistency and accuracy in shipment records.
  • Supports multiple trade parties while allowing for default automation settings.

Where to Use

Utilize this feature when:

  • A trade partner routinely bills a different organization.
  • A trade partner has a fixed pickup or delivery location.
  • You aim to streamline shipment processing with predefined trade parties.

What Can Be Changed

  • Bill-to party details.
  • Pickup and delivery locations.
  • Default trade party settings.

Which Role Can Access by Default

  • General Manager
  • Operation Manager
  • Accounting Manager
  • Accounting

Users in other roles can request this functionality with approval from an Admin or General Manager, after which a GoFreight support agent can grant access.

Step-by-Step Instructions

1. Adding a Trade Party

  1. Navigate to the Trade Party section within the Trade Partner profile.
  2. Click Add Trade Party to input a new organization.
  3. Select the type of trade party:
    • Bill To Party (for invoicing)
    • Pickup Location
    • Delivery Location
  4. Enter the relevant details (company name, address, etc.).

2. Setting a Default Trade Party

  • If a trade partner consistently utilizes the same Bill To or Pickup/Delivery location, designate it as the Default Trade Party by checking the checkbox Default. 
  • The default trade party will auto-populate when the trade partner is selected in a shipment.

3. Overriding the Default Trade Party on a Shipment

  • If a shipment requires a different trade party, manually select another from the list.

4. Saving the Trade Party Configuration

  • Click Save to apply your changes.
  • The system will now auto-fill trade party details when the trade partner is used in shipments.

For a visual guide on this feature, please refer to the following video: