Other Transportation Profiles

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The other Transportation Profiles with the Record Type field as Vendor, Broker/3PL, and Customs Port are smaller than the Customer and Carrier Transportation ProfilesThey are usually used for informational and organizational purposes.

Vendor Transportation Profile

The Vendor Transportation Profile serves as a subset of the Carrier Transportation Profile but focuses on vendor-related information only. The Vendor Transportation Profile contains information about settlement, ePayment, tax, and remittance for the vendor.

The Vendor Transportation Profile contains information regarding settlement, ePayment, tax, and remittance.

Vendor Services Related List

The Vendor Transportation Profile contains the Vendor Services related list.

The Vendor Services related list contains records regarding specifically vendor service types in the Vendor Transportation Profile.

Selecting the New button opens the New Carrier Service modal.

While you can create a record regardless of the Service Type and Carrier field in the Vendor Services related list, the Service Type field should be set to Vendor and the Carrier should be an Account with the TMS Type of Vendor.

Set the Service Type field to Vendor and the Carrier field to a Account with a TMS Type of Vendor to make best sense for Vendor Services.

Find more information about how to set up vendor services in the Carrier Service Setup article.

Broker/3PL Transportation Profile

The Broker/3PL Transportation Profile serves as a subset of the Customer Transportation Profile but only focuses on general logistics information. The Broker/3PL Transportation Profile contains the following general information:

  • Load Defaults

  • Document Generation

  • Mileage and Routing

  • Product and Pricing

  • Rating Automation

  • Billing

Note: The Broker/3PL Transportation Profile is not automatically created during an Account creation. Create the Broker/3PL Transportation Profile from the Transportation Profile list view, then select the New button and the Broker/3PL record type.

Carrier Rate Entries Related List

By default, the Broker/3PL Transportation Profile contains the Carrier Rate Entries related list.

The Carrier Rate Entries related list in the Broker/3PL Transportation Profile provides information about carrier rate entries.

Suppose a Rate Entry record has the Transportation Profile field set to the Broker/3PL Transportation Profile and the Category field is set to Carrier. In that case, the rate entry will appear in the related list for the Broker/3PL Transportation Profile.

Customs Port Transportation Profile

The Customs Port Transportation Profile serves as a container of information regarding the United States and Canadian port codes.

The Customs Port Transportation Profile contains port code information for US Ports, Canadian Ports, and Canadian Port Sublocations.

These Account types are primarily used for the Border Connect integration. View the list of Customs Port Transportation Profile records that are added from this integration in the US Customs Ports, Canadian Customs Port Codes, and Canadian Customs Ports Sublocation Codes articles.