Organisations & Contacts

Organisation & contact information is used in the system to keep track of agents, suppliers, manufacturers, shipping destinations and Entity Processing Units (for customs).

1. Create new organisation

To create a new organisation, you should click the “New” button on the top bar and fill out all required information on the pop-up:

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Required fields are:

• Name

• LOCODE. (Location of organisation).

After you created a new organisation it is displayed in the main overview page

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2. Edit contact

You can start editing contact in 2 ways:

• Click on name of the organisation/contact/address;

• Expand 3-dots menu and select “Edit” option.

After that you will see edit modal which consists of 4 tabs:

2.1. Details

Represents all info which you filled on creation stage.

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2.2. Addresses

Here you can see default organisation address and add some new by clicking on “Add new addresses” button:

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At least one address is required. Also, you can edit/delete addresses by clicking on buttons next to each address. The default address can be edited on Details tab.

2.3. Contacts

Here you are presented with list of contacts and can add new one by clicking on “Add new Contact” button:

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At least “Name” field is required. You can also edit/delete contacts by clicking on buttons next to each contact.

2.4. Documents

On this tab you can upload documents for organisation. To do this you should click on Upload button, then select file from its computer or paste the link and select folder where the document will be saved.

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Document Name is not required. If you leave it empty – it will have the same name as uploaded document.

Another option available to you is editing documents. You can do it by selecting specific document in table and then select Bulk Edit -> Edit:

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Or you can expand the drop-list next to document and select edit.

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Also, you can delete or download documents in the same way.

Note: you can download many files in one zip archive by selecting “Download as ZIP” in Bulk Edit drop-list.

Last functions on this tab are sorting and changing view. You can sort documents by name or date by expanding “Sort” drop-list and selecting required option. Also, you can change table view by switching between “Flat” and “Group” options.

Note: you can also open documents modal by clicking on “Clip” button:

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All uploaded documents will be counted near this button.

3. Delete contact

To delete contact you can expand 3-dots menu next to specific contact and select “Delete” option.

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4. Exporting

You can export contact addresses into pdf by clicking on “Tag” button:

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5. Filtering & Search

You have a possibility to filter contacts by selecting option from drop-list on the top bar:

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Next to the drop-list is search input where you can search specific organisation. Searching can be made by next criteria’s: Organisation info, Contact info and addresses.

6. Tracking

From Contacts/Organisation page you can navigate to Tracking page by clicking on arrows or equipment buttons:

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