The facilities management page allows you to add/update/delete facility locations and scheduling information, including hours and days of operations, contact information, and facility default notes. Saved facilities will be available to select from when creating quotes and shipments to help streamline your freight execution operations.
This article will cover:
Add a new facility:
1. On your left dashboard, click Facilities.
2. On the Facilities page, click
3. A panel will appear on the right side of the page. Enter the facility details:
- Required: Facility Name
- Optional: Facility Type - APPT or FCFS (first come, first serve). The facility type will default as APPT(appointment) if not specified.
- Required: Facility Address - after entering the address, select a suggested address
- US and Canadian addresses are supported.
- Required: Days of Operation - Default days preselected: Monday - Friday
- Optional: Hours of Operation - The hours of operation will default as 9:00 AM to 4:00 PM if a time range is not specified.
- Optional: Facility Default Instructions - Notes that will be defaulted everytime the facility is used when creating Shipments. These notes are shared with the carrier when accessing the shipment updates page after receiving an awarded tender.
4. Click or
.
Create Facility and Add Contact will open the Contact register. Fill out the contact information:
- Optional: Contact Name
- Required: Phone number
- Optional: Extension
- Optional: Email
Click .
Manage Facility Contacts
Add facility contacts:
1. Click on the facility and click ADD NEW CONTACT.
3. A panel will appear on the right side of the page. Enter the contact information:
- Optional: Contact Name
- Required: Phone number
- Optional: Extension
- Optional: Email
4. Click
Add more than one contact using the form underneath the existing contacts.
Remove facility contacts:
1. Click next to the facility.
2. Select Manage Contacts.
3. To remove a contact, click next to the contact.
To edit or delete a facility:
Click for the options to edit or delete the location from your facilities list.