Logiline| Logistic CRM system - Site page "Destination port"
To open the Destination ports page of the site, go to the Settings menu and select the Destination ports tab (Figure 1, Pointer 1). You will then be redirected to the Port Management page where you can create, edit, and delete destination ports. A search bar will also be available on this page. To search, enter the port name or country name and press the button , to reset the search click the
button.
Figure 1 - "Destination ports" page
Adding the destination port
To add a destination port where the vehicle will be directed, click the “Create” button (Figure 1, Pointer 2). This will open the “Destination Port” window, which consists of two information blocks.
- "General Information" block. This block displays general details (Figure 2, Pointer 1):
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"Destination Port" – enter the name of the port;
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"Responsible" – select the employee overseeing the delivery process from the dropdown list that appears when clicking the
button;
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"Service Company" – select the organization providing logistics services;
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"Phone" – enter a contact number;
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"Email" – provide the port's email address;
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"Website" – enter the port’s web address.
- "Destination port address" block. This block contains the port’s location and contact information (Figure 2, Pointer 2):
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"Address 1" – enter the company’s primary address;
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"Address 2" – specify an additional address if necessary;
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"Country" – indicate the country where the port is located;
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"City" – enter the city where the company is located;
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"State" – specify the state;
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"ZIP code" – enter the ZIP code.
Note: The required fields are “Destination Port”, “Country”, and “City”.
To save the data, click the “Save” button; to cancel, click the “Close” button. The created port will then be displayed in the table.
Figure 2 – “Destination Port” Window
Editing the destination port
To edit the data, click on the button located on the right side of the table entry (Figure 1, Pointer 3). This will open the "Destination Ports" window, where you can click on the "Edit" button to edit the data (Figure 3, Pointer 1). The editing process is similar to creating a new entry, but during editing, an additional block titled “Contact Person” appears.
This block displays the details of the responsible employee who can be contacted regarding logistics. To add a contact person, click the “Add contact” button (Figure 3, Pointer 2), which opens a window where you can fill in the first name, last name, position, phone, and email. If necessary, you can also add a comment in the “Note” field. After completing the form, click “Save”, the created port will then be displayed in the table (Figure 3, Pointer 3).
Figure 3 - Edit "Destination ports" window