Private Agent Plugin, and is used to assign private agent records to customer, supplier, and warehouse records.
The private agent should be set up as a supplier record as well as a customer record. This screen should then be used to tie these two records into a single Private Agent record based on warehouse locations.
A private agent customer is any customer record that will be tied in with the Private Agent Supplier. An order type can be set in the database configuration>Private Agent screen to automatically associate orders that are created by the system as part of a private agent transaction.
How-To Create A New Private Agent
- Go to Record>Warehouse>Private Agent.
- Click New on top bar.
- Specify record number by either selecting the provided number or create your own.
- Add information - Name, Source Warehouse, Destination Warehouse, Customer, Supplier.
- Click Save on top bar when finished.