Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Merchanter
English (UK)
US English (US)
GB English (UK)
  • Home
  • How to use Merchanter
  • Purchasing
  • Forward Contracting

How To Set up a Haulier

Written by Ryan Osborne

Updated at May 27th, 2025

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Getting Started
    Training Sessions
  • How to use Merchanter
    Sales Invoicing & Credits Products Purchasing Stock Control OData System Settings & Administration Milling & Value Added Processing Sales Order Processing Customers System Release Updates Pricing & Costs Certification Order Picking Agency Sales
  • API Documentation
  • Integrations
    Sage 50 Woo Commerce ECS Webshop Link NearSt QuickBooks Xero ShopWired
  • FAQs
  • Industry Articles
+ More

Table of Contents

Setting up a Haulier for a Forward Contract Set Forward Contracts to on in Settings Adding a new Haulier Video Guide

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.

Set Forward Contracts to on in Settings

First, please ensure that the forward contracting module is enabled. 
This setting can be found under Settings >  r Settings > Order Types

 


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

Your browser does not support HTML5 video.
logistics establish haulier purchase

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • Part Dispatching Cash Sales Orders
  • Confirming Delivery of a Sales Order
  • Introduction on how to add a sales order to Merchanter
Solution Vendor Color.png

sales@ten-25.co.uk

01202 861606

Peartree Business Centre, Cobham Road, Ferndown, BH21 7PT, United Kingdom

BMF Service Member logo.jpg
  • linkedin
  • twitter
  • facebook
Privacy Policy

©2020 by Ten-25 Software Ltd.. Proudly created with Wix.com

Expand