Method 1: Manually entering partner information

Step 1: Go to the Partner List.

Step 2: Add a new partner

Click + Add New → enter the required information → Create.

Fields include:

• Tax Number:

  • For domestic partners → enter the official tax code.

  • For overseas partners → use an internal ID format to avoid duplicate entries.

• General Information: Can be entered in English or abbreviation for easier tracking.
      Example: MSC, YML, COSCO, …

• Invoicing Information: Billing details including legal name, address, and tax number.
      Example:      CÔNG TY CỔ PHẦN MSC VIỆT NAM
                            0103520025

• Additional Type: Select one or multiple classifications: Carrier, Co-loader, Airline, Agent, Trucking Vendor, Other Vendor

• Auto Document Manifest: Information automatically displayed on documents such as: Bill of Lading, Shipping Instruction, Arrival Notice, Delivery Order, VGM, Manifest.

Auto Document Manifest, the system uses Description as the printed information; the Name field is only used for searching.

⚠ Important Note: If a provider is also a Customer, the partner must be created in the Customer List, and the Customer must be assigned additional Provider types. This allows the system to unify them into a single entity for accurate A/R – A/P and reporting.

Method 2: Bulk Import Partners via Excel

Step 1: Go to Partner → Upload Excel File

Step 2: Download the template and fill in all required information.

Step 3: Select partner classifications and upload the completed file → click Next

Step 4: Check the mapping of all fields → click Import