Sister Agent

 

A Sister Agent is one where an agent works specifically under a single branch and functions associated to the branch are automatically related to the sister agency. These functions include importing of revenue from a van line, auto dispatching, reporting, etc.

 

The following functions and setup areas relate to a sister agency:

 

Add Revenue Item

Agents

Allocation Master Setup

Agent Setup

Branch Setup

Import Agent Revenue

Orders by Pack, Load, or Delivery Date Report

Sales Numbers Report

SIRVA Registration Upload Content

Standard XML Pipeline Setup and Administration

UniGroup International Initial Setup

UniGroup International Upload

 

You can establish a sister agent by setting the Agent on a Branch Setup record. When set in Branch Setup, a Sister Agent becomes the default Booking Agent for all the orders associated to this branch and booking the order would overwrite any other agents set on the Agents tab.

 

NOTE: This overwriting of Sister Agent does not apply to Foreign Orders.

 

 

Figure 12: Branch Setup