Subcontractor company records are created in the Super User menu, in the Companies screen. Bookings can only be allocated to your own trucks or subcontractors that have a company record and have a vehicle created.




Creating a subcontractor company record


Subcontractors are created using similar steps to creating a client company record, although less details are required.



  1. Select -- NEW COMPANY -- from the Company drop down
  2. Enter the name of your subcontractor
  3. Select Transport Contractor from the Type drop down
  4. Optionally Enter their mailing address (For information purposes only)
  5. Optionally record the staff member responsible for managing this subcontractor (For information purposes only)
  6. Optionally enter the subcontractor's contact details (For information purposes only)
  7. Click the Add button to create the new client
  8. Then you will see the option to add a Vehicle or Depot (+Vehicle / +Depot). 


\Notes:

+Vehicle: Creates a new Sub Contractor Vehicle that appears in your allocation/vehicle list.

 +Depot: Creates a Depot with the Subcontractor Details, which will appear in your drop-off/depot list




Modifying a subcontractor record


  1. Select a subcontractor to modify from the Company drop down
  2. Update the subcontractor's  details
  3. Click the Save button




Disabling a subcontractor company record


  1. Select a subcontractor to disable from the Company drop down
  2. Check the Disable check box
  3. Click Save




Deleting a subcontractor company record


  1. Select a subcontractor to delete from the Company drop down
  2. Click the Delete button