Multi-company is one of the most honored features of our TMS. It is used by companies that have more than one legal entity. By having this feature, our customers don't need to create separate environments for each company - they have everything under one roof!
When creating a new company asset, firstly, make sure that companies create permission is enabled. This guarantees that users have the necessary access rights to initiate the asset creation process within the system. If permissions are not granted, ask your company admin for assistance.
Accessing Companies assets
To access a company asset, firstly go to Assets and then select Companies:
The number 54 near the Companies indicates how many company assets there are at the moment;
Companies window will be shown, where the current companies will be visible:
Basic information about the company will be presented:
Company name;
Address information;
DOT number;
MC number;
EIN number;
The statistics of the company:
Current driver number;
Current truck number.
Creating a new company asset
To create new company asset press on Add company on the top of the screen;
A new window will pop up where the information has to be filled out:
Enter the Legal name of the company;
Enter DBA - DBA stands for Doing Business As. It's a term used when a business operates under a different name than its legal one. This can help with branding and marketing.
Company Address information;
Select company type from the dropdown list:
Carrier - a Carrier typically refers to a business that transports goods. There are different types, including freight carriers (for cargo), passenger carriers (for people), common carriers (open to all), private carriers (for specific groups), and contract carriers (under contract agreements). They play a crucial role in moving things efficiently and safely;
Brokerage - a Brokerage company acts as a mediator between shippers and carriers, connecting them to facilitate efficient cargo transportation. Brokerage companies do not own transportation assets but play a vital role in coordinating and optimizing cargo movement;
Asset holder - Asset Holder companies own and operate physical assets like vehicles, warehouses, equipment, and infrastructure for transporting and storing goods efficiently in the supply chain;
Write down the EIN - Employer Identification Number is a unique nine-digit identifier assigned by the IRS to businesses and organizations in the United States for tax-related purposes;
DOT number - a DOT number is a unique identifier issued by the U.S. Department of Transportation to motor carriers and commercial vehicle operators for regulatory and safety purposes;
MC number - MC number, or Motor Carrier Number, is a unique identifier issued by the FMCSA (Federal Motor Carrier Safety Administration. It is a United States government agency under the Department of Transportation (DOT) responsible for regulating and overseeing safety in the commercial motor vehicle (CMV) industry) in the U.S. to track and monitor companies involved in interstate commercial transportation;
When all the details are added press Next:
Add Invoicing details for seamless invoicing:
Upload company logo that will be shown on the invoice;
Fill out the company name;
Address details;
Contact information;
After adding the information press Save;
Viewing the company asset
To view the company asset information click on the search icon shown to on the company asset:
The information about the company will be presented:
Company notes and imaging can be viewed if needed. Press on the corresponding icon to view the imaging:
View notes:
Editing the company asset
To edit the company asset press on the three-dot icon and select Edit Company Details:
A new window will pop up where the information can be edited:
To delete the company asset press on Delete.
Editing the company invoice details
To edit the company asset press on the three-dot icon and select Edit Invoice:
A new window will pop up where the invoice details can be edited:
To add company logo on press on Click to upload. A new window will pop up - select the company logo file and press upload;
Using Company asset
The company asset is used when managing orders and creating new ones, the company responsible for order delivery must be selected, in example when creating orders:
The invoice will be sent to the company that was selected. If the invoice is not sent yet the customer can be changed:
More information on how to use companies assets when creating new orders can be found here.