In some cases, you may try to select one of your partners as the import or export agent for a shipment, but the partner does not appear to be available when you start typing. Here is an example:
To select a partner as an agent, they must be assigned the Agent role, have a star rating of at least one, and have the relevant port(s) configured.
1. Add a rating on the agent role of a partner
When you assign the Agent role to a partner, you must also give the agent a star rating from 1 to 5. A higher rating improves the agent’s position in the search results when selecting an agent.
- Navigate to: Master Data > Partner
- Search for the partner you want to use (in this example: Scope Cargo International Bangkok)
- Steps 1 and 2: Navigate to Roles tab, and select Agent.
- Step 3: You now see the screen below, and you can give the agent the rating of your choosing.
- Step 4: Make sure you have added the agent locations as well. If there is no agent location entered, you can add one using the Add button.
- When you have rated the agent and added the agent locations, simply click Save and proceed with your shipment.
2. Add UN/location code
A red validation can also occur if the Nearest UNLocode is not entered on the partner.
- Navigate to: Master Data > Partner
- In the General tab, you can enter the Nearest UNLocode. See the example below:
- Make sure all required agent locations are available on the role Agent. If a location has not been configured yet, you can simply add it using the Add button.