Agent Management

Accessing the Agent Setup Screens:

• Select Data Setup -> Agents

Quick Tips:

• Check the box to view both active and inactive agents.

Entering a New Agent

1. Click the New button
2. Enter the Agent Code
   • The Agent Code is the agent's identifier within the system
   • The code must be unique
   • The code can be a maximum of 15 characters
   • The code cannot be changed after initial entry
3. Fill in the name, address, and accompanying information
4. It is recomended to fill in the Time Zone
5. The SCAC code is necessary for EDI communications
6. Click the Save button

Editing an Agent

1. Click Edit on the agent to be updated
2. Update the needed information
3. Click the Save button

Marking an Agent Inactive

1. Click Edit on the agent to be updated
2. Check the Mark Inactive box
3. Click the Save button

Removing an Agent

1. Click Edit on the agent to be updated
2. Check the Delete Agent box
3. Click the Save button