PREFERRED FREIGHT FORWARDER

The Preferred Freight Forwarder section allows administrators to define the logistics partner selected for handling shipments in the procurement process. This interface enables users to add and manage preferred freight forwarders along with related details for efficient logistics management.

Follow these steps to access the Preferred Freight Forwarder interface:

  1. Navigate to the Procurement module from the main menu
  2. Under the Secondary Master section, select Preferred Freight Forwarder

Navigation to Preferred Freight Forwarder

The Preferred Freight Forwarder interface will display all existing freight forwarders and provide options to create new entries.

Creating a New Preferred Freight Forwarder

Step 1: Initiate Preferred Freight Forwarder Creation

Click the Add button in the toolbar to begin creating a new preferred freight forwarder.

Add Preferred Freight Forwarder Button

Step 2: Complete the Preferred Freight Forwarder Form

A preferred freight forwarder configuration form will appear with the following fields:

Preferred Freight Forwarder Form

Preferred Freight Forwarder Information

Field Description Required
Preferred Freight Forwarder Enter the name of the preferred freight forwarder ✓ Yes
Description Provide a description of the freight forwarder Optional
Remarks Add any additional comments or notes Optional
Active Status Toggle to enable/disable the freight forwarder (enabled by default) ✓ Yes

Step 3: Save the Preferred Freight Forwarder

After completing all required information, click the Save button to create the preferred freight forwarder entry.

Warning

Preferred Freight Forwarder is a required field.

Managing Existing Preferred Freight Forwarders

Preferred Freight Forwarder Listing View

Once created, all preferred freight forwarders are displayed in the Preferred Freight Forwarder table.

Preferred Freight Forwarder Listing

Actions

Preferred Freight Forwarder Actions

Each preferred freight forwarder in the listing supports the following actions:

Edit Preferred Freight Forwarder

Click the Pencil icon in the Actions column to modify the selected freight forwarder information.

View Preferred Freight Forwarder

Click the Eye icon in the Actions column to view complete freight forwarder details in read-only mode.

Toolbar Features

Toolbar Icons

The Preferred Freight Forwarder interface includes the following toolbar features:

Icon Feature Description
➕ Add Add Record Create a new preferred freight forwarder entry
📊 Export Export to Excel Download the freight forwarder data as an Excel spreadsheet
🔍 Search Search Input Filter freight forwarders by entering keywords (searches across all columns)
🔄 Refresh Refresh Data Reload the freight forwarder table to display the latest data
🔄 Restore Restore Entry Restore a previously deleted or archived freight forwarder entry
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