contacts
Adding insurances
- Select contacts from the menu.
- Click on the given organization.
- Switch to the INSURANCES tab.
- Click on the + icon and fill the form.
- Click the save button.
Principles of operation:
Checking only if status is changed from draft to any else (except canceled).
Checking conditions of insurance:
a) kind:- road carrier - required for 'road freight order to' documents
- road forwarder - required for 'road forwarding order to' documents
b) expiration date - comparing with dates from actions (loading and unloading)
c) type:- domestic – actions only in contractor's country
- international - actions in at least two different countries (contractor’s country can be one of it)
- cabotage - actions only in one country different than contractor's country
To activate checking insurance in system click on your name on the left side below the CargoLink logo, select company settings > system.
Click the checkbox 'transport insurance active' and save.
In addition, in modules settings > transports set the field 'document default status' to 'draft'.