Creating an owner operator

Creating an Owner Operator in Pegasys is the same as creating a vendor. An owner operator is an independent business that is contracted out to move freight for you!

From the Business page
Click on Businesses on the top navigation bar to get the Business list.
Click on the Create button in the top right corner.
Select Vendor at the top of the form.
Fill in the business form.
Click Create.

From the top navigation bar
Click the + button on the top navigation bar from anywhere within the application.
Select Vendor at the top of the form.
Fill in the business form.
Click Create

From a Vendor/Business dropdown
Vendor dropdowns appear throughout the application. For example, when you are adding a carrier to a dispatch or owner operator or an equipment record. You can quickly create vendors on the fly without breaking your flow.

Type the name of the new vendor into the input box and press enter OR click Create Vendor. Alternatively, click the + button beside the business dropdown.
If you are entering from a Owner Operator/Vendor dropdown then the Vendor toggle will automatically be selected.
Fill in the business form.
Click Create.
You will be selected to your form with the new vendor preselected.

Next you will want to take the Owner Operator and assign it to an Equipment record. You can edit or create a new Equipment record and you will see the Owner Operator dropdown where you can then select the owner operator you just created. You can also create a new O/O on the fly by clicking the + button.

Updated on: 01/02/2021