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3. Vendors
Note: In TRACT, Vendors refers to other businesses that you pay based on Settlement Statements.
Depending on your business model this could include: loggers, truckers, landowners, consulting foresters, or any other vendors.
Video Overview: Vendors
We’ll start by selecting Vendors in the left column.
Then we’ll choose Create Vendor from the top right corner.
Enter Vendor Details.
Note: Tags are useful for identifying what kind of vendor they are: landowner, logger, trucker, consultant, etc.
Add any automatic deductions that should be made to this Vendor’s pay, select whether the Unit is By load, By ton, or a Flat fee.
Add any Documents that need to be stored for this Vendor. Examples of Documents you may want to store here include: Insurance for truckers or loggers, or other things like that.
If the Vendor also uses TRACT, for example the TRACT Trucking App, then you can add them as Users here, and adjust their permissions based on their role. To add users, select Manage Users.
To add a new user select Create User in the top right corner.
Enter the user details here, and select Create Vendor user.
Once you’ve created a Vendor user, you can enter their distributions here.
On the Distributions screen enter Percent (% of load they get paid for), Min per load, Min tons per load, Min per day. Then select Save.
Once you’ve entered your Vendor users, select Vendors from the left column to take you back to your list of Vendors. Continue adding each of your Vendors (the people you pay) and any Vendor users (people who need access to the app) to that Vendor. This list of Vendors will be used for Jobs, Loads, and Settlements later on.
Video Transcript
The third list that we want to populate is your vendors list so you can get to your vendors list by selecting vendors in the left column when you get here you’ll see a list of all the vendors that you work well so this is all the people that you pay to create a new vendor you gave this top right corner and select create vendor here you have fill in all the information for the sender you get two tags you can use those box to just select the sender is a lager a tracker only until nerds a consultant this will help when you’re searching later on for landowners or consultants or companies then you can add in your audio deductions if this is applicable so you can do it five the load by time or by flat fee and then you can add in the documents associated with this vendor for example if you have toured with a chunky company and you have a copy of their insurance on hand you can add in their internet documents here with an expiration date you can attach the document here hit enter an amount if there’s an amount associated with this document and then for users this would be if there’s anyone at this vendor that you want to have access to tracked you can add them as a user to that app and you can limit their access based on what the role is so say I wanted to add a user you would select the vendor that they’re associated with and it will say we’re gonna add to chucker one so trucker one is our vendor it’s a company that we work with and we want to add another driver to their account so right now we have two drivers for trucker one we’re going to add a third driver for chuckers one so I’ll get a vendor and get your chucker one I would add in there that person’s email a password that has to be at least six digits and then the name will save three things that you can actually put someone’s name in right here and their users have to spit driver so you know limit trucker ones driver threes access to just drive our access limit select create vendor user so this would add another driver to our our list here and say so here I put children one that’s the name of the company so I need to edit that I’m going to change that to driver three so if you need to edit the name you could do that and I’ll be the vendor user here so now I have three drivers for chapter one so one two and three here so now I’m going to get back to my vendors here’s all of the vendors these are the companies that I do business with here’s chucker one festival and here I see that trucker one has three users three different drivers can also find all the people who have access to your tracks account based on the jobs and the loads that are associated with PRT this is all of your vendor users so these are the three people who’ve been given access to two tracked with the parameters that a driver is given access to you so all of these are found get offenders that was in manage users and then this is my list of companies so what this will do is this will allow us to assign loads and jobs to specific companies and even to specific users when that’s applicable this list will give you a drop done well popular that drop-down menu for you to select who is associated with it which Gotham which loads.