Track Broker Freight Carrier

This article outlines the functionality behind the "Track Broker Freight Carrier" option found within your settings. In a nutshell, this setting allows you to record an additional counterparty, or more specifically- a freight carrier, for your expense(s).This may be employed when you need to pay a freight broker (company), but a different company is actually doing the hauling.

How to Enable

This setting can be enabled by navigating to your Settings > Preferences > Worksheet & Order, and checking the box for "Track Broker Freight Carrier".

How to Use

This feature works in two parts. The first step is adding the hauling companies to the appropriate counterparty. The second step is selecting one of those hauling companies when you have that counterparty selected on an expense.

Part A - How to Add a Hauling Company to a Counterparty

1. Navigate to Counterparties.
2. Select a counterparty of your choosing and edit it.
3. Navigate to the Carriers tab. 
4. Use the Freight Carriers (field) to find and select the counterparty (or hauler) that you would like to add. Then, click the + Add Carrier button. 
5. Once you're finished, click Save.

PLEASE NOTE: The SCAC Code of a counterparty can be added on the Counterparty edit page. Specifically on the Instructions tab.

Part B - How to Select the Hauling Company on the Expense.

1. Navigate to an existing worksheet or create a new one.
2. Click + Add Expense.
3. Select the freight broker as the Vendor.
4. Within the Related Carrier (field), select the company that is doing the hauling. 
5. Once you're finished filling out the expense, click Save.

You're done!

If you have additional questions, please contact the Support Team via email to  support@cietrade.net