Transport Agency

The PrismERP Transport Agency feature makes managing transport agencies simple and organized. It allows businesses to add new agencies, keep track of their personal and financial information, and manage opening balances and credit limits efficiently. With easy access to vouchers, ledgers, attachments, and party ledger reports, users can monitor all agency activities effortlessly. This feature ensures that all transport agency records are accurate, organized, and readily accessible whenever needed.

1. New Transport Agency

Field	Description
Name	Enter the transport agency’s full name.
Print As	Specify how the agency name will appear in print documents.
Opening Balance	Enter the agency’s opening balance.
National ID	Enter the national ID number of the agency owner.
Code	Enter or review the transport agency code (auto or manual).
Credit Limit	Enter the credit limit assigned to the agency.
DOB	Enter the date of birth of the agency owner.
Passport No.	Enter the passport number (if applicable).
Website	Enter the agency’s website URL (if any).
Email	Enter the agency’s primary email address.
Phone	Enter the agency’s phone number.
Alt. Phone	Enter an alternative phone number.
Fax	Enter the agency’s fax number.
Alt. Email	Enter an alternative email address.
Description	Add any additional notes about the transport agency.

2. Transport Agency List

2.1 Transport Agency Search & Details View

Field	Description
Name	Search transport agencies by full or partial name.
Details	View & edit all basic and extended information about the agency.
Voucher	Access all vouchers related to the transport agency.
Ledger	View ledger summaries and balance details.
Attachments	Upload or view documents related to the agency.

2.2 Transport Agency Party Ledger

Field	Description
Date Range (From – To)	Filter ledger entries within a specific date range.
Project	Narrow ledger data by project selection.
Account	Filter by account type or specific account.
Category	Refine ledger records by category.
Report	Users can preview and download the ledger report in multiple formats.

2.3 Transport Agency Opening Balance

Field	Description
Opening Balance	Update the transport agency’s opening balance.
Balance Entry Date	Enter or modify the date the opening balance applies.