Create New Vendor/Agent/Consignee in Navigator

When asked to create a new vendor in Navigator, we will need the name of the vendor, the address, and the banking details.

To create the vendor, go to navigator and sign in (https://prod2.swift-navigator.com/auth/), then click on Backoffice in the left tab (icon is a person with a small cog). 

1. In Backoffice, go to MASTER DATA > Master Entities --> Type the name to search.
2. If the record exists then check if the IsAgent is set to YES.
3. If the record exists and isAgent = YES then just make sure all the address and other information matches. Add any new information you may have. But don't add a new record.
4. If the record exists and isAgent = NO then just make sure all the address and other information matches. Add any new information you may have. Set the IsAgent = YES.
5. If the record does not exist then go to next step.
6. In Backoffice, go to MASTER DATA > Agents-Vendors.
7. Double check that the vendor does not already exist by typing their name into the name field. If the vendor does not appear, then continue.
8. If a vendor exists with a different address then check with requestor if they can use the existing record. Let them know that a new billing AP # number will generated in Netsuite which could cause issues.
9. Click the Plus Sign in the top left to Add Agent
10. Fill in the Name and Address (Address, Postal, Country,(State), City)
11. Hit Add at the very left of the row.
12. If the request is from an agent like Delver Agents, after adding the Vendor in Navigator, copy Stanley (stanley.mcdaniel@haf.com) and Sperry (sperry.sukhu@haf.com) with all the Vendor details (name, address, and banking details, including any attachments submitted in the original ticket) asking them to fill in the vendor's banking details.
13. AP Account number is generated in Netsuite and displayed in Backoffice for the Vendor. 

Please ask for the following details if you get a request to create a new vendor/agent/consignee.

1. City
2. Country
3. Postal Code
4. Phone - if available
5. Email - if available