Creating Partner Sites

Complete the following steps to create partner sites:

  1. Log in to the ONE system.

  2. Click Menus/Favs > Administration > Partner Admin > Partner > Search Partner Site. Other user roles with access to this screen may have a slightly different menu path. In the NEO UI, users can click on the Menus/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
    The Search Partner Site screen appears.

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  3. Click the New Partner Site button at the bottom of the screen.
    The New Partner Site screen appears.

    images/download/attachments/131842577/image2022-8-14_11-39-38-version-1-modificationdate-1682444152000-api-v2.png

  4. Fill out the following fields as needed. Fields marked with an asterisk ( * ) are required.

Field

Description

* Organization

Begin typing, and the system automatically shows organizations that match your text. Or use the picker tool to select an organization.

* Partner's Site

Begin typing, and the system automatically shows the partner's site that matches your text. Or use the picker tool to select a partner's site.

* Site Alias

Enter a site alias for the partner site.

* Address

Click the pencil icon and select the Country from the dropdown list. A popup displays.

  1. Enter the address in Line 1. Line 2 and Line 3 are available if needed.

  2. Enter a city name in the City field.

  3. Select the state from the dropdown list.

  4. Enter a zip code in the Zip field.

  5. Click elsewhere in the screen to close this popup.
    The address information populates the Address box.

* Time Zone

Select the time zone for the partner site from the Time Zone dropdown list.

External Ref No

Enter an external reference number.

Transportation Instructions

Enter any transportation instructions for the new site here.

Known Shipper

Check the box if the new partner site is a known shipper.

If a carrier partner has the Only For Known Shipper Sites flag set, it will pick up loads only at known shipper sites.

Active?

Check the box to make the partner site Active.

Contacts Tab

  1. Select the contact type from the Contact Type dropdown list.

  2. Select the Contact with the picker tool.

  3. Click the Add button to add a contact to the table below.
    The created contact is added to the Contact field.

  4. Select the checkbox for the contact, and select the Delete Contact button to delete the contact.

  5. Click the New button to add a new contact to the system.
    The New Contact popup displays.

    images/download/attachments/131842577/sps02-version-1-modificationdate-1682444152000-api-v2.png

  6. Enter values for fields described in the table below. Fields with an asterisk ( * ) are required.

    Field

    Description

    * Owning Ent

    This field is auto-populated with the owning enterprise for the partner site.

    * Contact Description

    Enter a brief description of the new contact.

    Title

    Enter a title for the contact.

    First Name

    Enter the first name of the contact person.

    Last Name

    Enter the last name of the contact person.

    Middle Name

    Enter the middle name of the contact person.

    Address

    Click the field to enter the contact address in the popup.

    Phone

    Enter the phone number of the contact person.

    Mobile

    Enter the mobile number of the contact person.

    Fax

    Enter the fax number of the contact person.

    Email

    Enter the email ID of the contact person. Click Add to add more than one email.

    Person

    Use the picker tool to associate a person with the new contact.

    User

    Use the picker tool to associate a user with the new contact.

    Public

    Select the checkbox to mark the new contact as public.

  7. Click the Create button on the popup.
    The new contact is added to the contact table.

  8. Click the Create button at the bottom of the screen.
    A success message appears.