Add a Carta Porte Format

Overview

Government regulations in Mexico requires that any carrier that moves freight in Mexican territory and to the United States submits a complement to the Carta Porte format.

Users are able to view, add, and remove a Carta Porte from existing shipments from the Tracking page. Any items included as a reference are viewable to all relevant users, including the customer, supplier, carrier, and ProTrans employees.

Process

To Add a Carta Porte Format:

  1. Select the desired shipment.
  2. Click Add/Remove References.

  1. Select the Reference Type from the dropdown menu.
  2. Enter the Reference Type Value. Usually this value will be the legend "Carta Porte" and the S#.
  3. Click Choose File.

  1. Select the file you want to upload.
  2. Click Open.

  1. Click Add to upload the document.

Result

The Carta Porte format has been saved and is immediately available throughout Optimiz.