Setting up a Haulier for a Forward Contract

To set up a haulier in the Merchanter, there are a few prerequisites and steps to follow before beginning.

You must be logged in with a user role that has Supplier Medium or higher permissions to create or edit hauliers.

Adding a new Haulier

Start by navigating to the Contacts section in the top left corner of the screen. Hover over the menu to reveal the list of options, where you will find Hauliers. 

Clicking on this option will take you to the hauliers list. If no hauliers have been set up previously, the list will be empty. 
To create a new haulier, click the New button located in the top right corner of the screen.

A new window will open with multiple fields to complete. Only the fields marked with an asterisk are mandatory, but it is recommended to fill in as much information as possible to ensure the record is useful for other users. 
Key details to include are the haulier’s name, website, phone number, and address. The system can generate a supplier code automatically, and an alternate supplier code can also be assigned if needed. Additional informationopening times, can also be added for reference.

example of a haulier record

Once all necessary fields are completed, click Save. If any required fields are missing, the system will prompt you to fill them in before proceeding. 
After saving, the new haulier will be available in the system and can be selected when creating a new forward contract.

This process ensures that haulier information is accurately recorded and readily accessible for future use. 
 

Video Guide