Add and manage carriers

Before you start: the Type of Trucks list

Every carrier record says which kinds of trucks the carrier runs and how many. Those truck kinds come from your company's Type of Trucks list, so set it up first.

1. Go to Outsource and open the gear menu next to Add Outsource.
2. Select Type of Trucks.
3. Select Add Type of Truck, enter a Name and choose a Type — Pickup Truck, Box Truck, Semi Truck, Refrigerator Truck, Furniture Truck or Flatbed Truck — and save.

You can edit or delete entries from the same list.

Add a carrier

1. Go to Outsource and select Add Outsource.
2. Fill in the three sections of the form and save.

Company information

Field	Notes
Photo	Optional logo or picture for the carrier.
Company Name	Required.
Local Name	An optional second name.
Company Phone	Required, with an optional extension.
Address	House/Office, Street, Gate, Country, State, City and Zip Code. Everything except Gate is required.
Company Type Of Trucks	At least one row: choose a truck type and enter the Park — how many trucks of that type the carrier has. Add more rows for other truck types.
Email	At least one email address. Each address can carry email types, such as Accounting or Billing.
Notes	Anything else your team should know.

Contact information

The main contact person at the carrier: first and last name, contact number, cell number, email (required) with its email types, and location. The contact's name, phone and email must be different from the company's own name, phone and email.

Finance information

How you pay this carrier.

Field	Notes
Type of Work	Required. One or more of Fixed, Distance and Hourly.
Cost Fixed (Minimal)	Shown when Fixed is selected.
Cost Distance (Mile/Km)	Shown when Distance is selected.
Cost Hour	Shown when Hourly is selected.
Free Waiting Time (Minutes)	Required. The waiting time included before extra waiting is paid.
Discount (Per Order) and Discount Type	Required. A fixed amount or a percentage.
Notes	Payment notes for your team.

Inside a carrier record

Select a carrier in the Outsource list to open it. The record has four tabs.

Tab	What you can do
Outsource information	See and change the company details, truck types, emails and notes. Select Edit information to make changes.
Finance	See and change the finance details. Select Edit finance to make changes.
Drivers	See the drivers who work for this carrier, with their status and rating. Search the list and select a driver to open their driver record.
Contacts	Add, edit and delete contact people, choose the Primary Contact, and use Normalize Contacts to reduce the carrier to its primary contact.

To add a driver to a carrier, add or edit the driver under Drivers and choose the carrier in the Organization field. See Manage drivers.

Delete a carrier

Open the carrier's row menu in the Outsource list and select Delete, or select several carriers and use the delete button above the list. Deleting requires the Delete Outsource permission.