- 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 other than draft and cancelled.
Checking conditions of insurance:
- 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)
- 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 go to settings>system from the menu.
Click the checkbox 'transport insurance active' and save.