Q. Is it possible to see what the insurance value is for the cargo on an order? How would I make sure that the subcontractor I use has valid insurance that covers the value of my freight?
A. Yes! It is possible to set an insurance value for the cargo on an order. It is also possible to add Subcontractor Liability insurance details on the subcontractor profile. This is where the validity dates and the total amount of coverage can be added.
Adding subcontractor insurance details
Navigate to the subcontractor profile (RESOURCES > Subcontractors)
From the subcontractor profile, scroll to the bottom of the profile and locate the 'Insurance documents' panel
Click 'Add item' to add the details of the insurance document being uploaded.
Select correct insurance 'type'
Add valid from & to dates
(Optional) Toggle unavailability on to restrict planning resource if insurance is not within the validity date range
Set date to make resource unavailable
(Optional) Add description to show what the insurance covers
This is displayed on the main panel for easy visibility
Drag or click to add the E-copy of the insurance document
📚 Insurance: Insurance of a subcontractor.
📚 Liability Insurance: Insurance coverage protecting against claims for injury or damage by the subcontractor.
📚 Motor Insurance: Insurance coverage specifically for vehicles and their operation.
Adding cargo insurance value to an order
Enable Additional fields to show in the cargo section of the order form
Navigate to CONFIGURATION>Additional Fields (Admin user only)
Under left side menu 'Orders', select Cargo.
From Default Fields select Insurance amount and Insurance currency and set to ACTIVE for the appropriate transport services
Once enabled the option for 'Insurance Amount' will show in the Cargo panel of the order form.
To see the cargo value directly from the Order List View, use the 'Edit Columns' to toggle ON the Insurance Amount (and/or currency if required).
Once on, drag the column to preferred position in the table.
The insurance amount value can be edited directly in the table view.
