Key Functions

 1. Adding New Providers

To add a new provider:

1. Navigate to Providers > New Provider.

2. Fill in key details:

   • Provider Name

   • Type: Shipping Line, Airline, Trucking, Customs Broker, etc.

   • Country, City

   • Contact Person(s): Name, Email, Phone

   • Service Region or Route

   • Payment Terms (e.g., Credit 30 days)

✅ Tip: Use consistent naming conventions for quick identification (e.g., “Maersk - Vietnam”).

2. Bulk Import of Providers

To onboard multiple providers at once:

1. Go to Providers > Import.

2. Download the Excel template.

3. Fill in all required fields: Name, Type, Contact, Currency, etc.

4. Upload and verify data.

✅ This is useful when migrating data from legacy systems or onboarding partners in new regions.

3. Categorizing Providers

You can organize providers by:

✅ This allows filtered searching when creating quotes or assigning shipments.

4. Contact & Bank Information

Each provider’s profile can store:

• Primary and secondary contacts

• Accounting contact

• Bank details (Bank name, Account number, Swift code)

• Tax Code and Billing Address

✅ Makes it easier for finance teams to process payments or issue credit notes.

5. Linking Providers to Rates & Shipments

When creating rates or shipments, you can:

• Select the provider from the dropdown list

• Auto-fill contract rates based on provider agreements

• Track which provider handled which shipment

• View provider history (how many jobs, performance, etc.)

✅ This enables cost and profit reporting by vendor.

6. Performance Tracking

You can track provider KPIs, such as:

These can be manually updated or generated from shipment logs.

7. Vendor Portal (Optional Feature)

Freightek supports a Vendor Portal (for subscribed plans):

• Invite vendors to manage assigned jobs

• Allow them to update job status (e.g., Pickup done)

• Upload documents (e.g., POD, Invoice)

• View payment status

✅ Enhances real-time coordination with external logistics partners.