The Contract IDs page allows you to manage the Contract IDs associated with your account.

Contract IDs can be associated with vehicles and Contracted Service Areas (CSA #s). They are used throughout Descartes GroundCloud to organize and track contract-related information.

Navigate to Contract IDs

To open the page, select Contract IDs from the left-hand menu under Account.

Contract IDs List

The Contract IDs page displays all Contract IDs associated with your account.

Use this page to create, maintain and manage Contract IDs, including associating contracts with CSA #s and transferring vehicles and devices between contracts.

Review contract information periodically to ensure it remains accurate and up to date.

Contract ID Requirements

Enter the Contract ID assigned to your organization: an uppercase C followed by seven digits, for a total of eight characters. For example: C1234567.

Before You Begin

Before adding a Contract ID, create a Business Entity under Contact and Terminals containing the Entity ID (V#) associated with the contract, and a Contracted Service Area (CSA) for that contract. If these records already exist, you don't need to create them again.

Add or Edit a Contract ID

To add a new Contract ID or edit an existing one:

1. Click Add Contract to create a new contract or Edit to modify an existing contract.

2. Enter or update the required information:

   • Entity Name

   • Alternate Entity Name (if applicable)

   • Contract ID

   • Contracted Service Type

   • Date Range

   • Associated CSA #

3. Click Submit.

The contract information is saved and displayed in the Contract IDs list.

Delete a Contract ID

To delete an expired Contract ID:

1. Locate the Contract ID you want to delete.

2. Click Delete for that Contract ID.

3. Review the information to confirm you are deleting the correct Contract ID.

4. Click Submit to complete the deletion.

Assign Vehicles to a Contract

If you have existing vehicles in your account, you can assign them to a Contract ID.

To assign a vehicle to a Contract ID:

1. Open Vehicles.

2. Select the vehicle you want to update.

3. Click Edit Vehicle.

4. Select the appropriate Contract ID.

5. Click Submit.

Transfer Vehicles Between Contracts

Use the transfer process to move vehicles and devices from one Contract ID to another.

To transfer vehicles and devices:

1. Select Contract IDs from the left-hand menu under Account.

2. Click Move Vehicles/Devices.

3. Select the source contract in From Contract.

4. Select the destination contract in To Contract.

5. Click Submit.

All associated vehicles and devices transfer to the selected contract.

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