New Forwarding Company

General

This page contains instructions on how to create a new company in 3PL and how to setup the basis setting by installing apps from the 3PL Market Place.

Functional

The following steps will guide the user in creating a new company and appling the basic settings.

Note

On a complete new installation of 3PL the steps 1 and 2 can be skipped.

Step 1. Add a new company

1. Go to the page: Companies
2. Click on the action: New
3. Enter a value in the cell: Name
4. Enter a value in the cell: Display Name.

Step 2. Switch company

1. Click on: the Settings
2. Click on: My Settings
3. Click on the look-up button: Company
4. Select the required Company
5. Confirm with: OK

Step 3. Install Basic setup

1. Click on: Get started
2. Click on: Start
3. Click on: Next
4. Select only the Default Setup and click on: Next
5. Do no install WMS-demo data and click on: Next
6. Confirm the Default Setup and click on: Next
7. Complete the wizard by clicking on: Finish

Step 4. Install FMS Basic setup from 3PL Marketplace

1. Open page: 3PL Market Place
2. Select the app: FMS Basic Setup
3. Click on: Activate and confirm with Yes.

Step 5. Install other FMS apps from 3PL Marketplace

Search for FMS in 3PL Market Place to find the applicable forwarding packages. See 3PL Market Place for the purpose and contents of FMS Basic Setup, FMS Oceanfreight and FMS Airfreight. Select the transport-specific packages needed by the company and review their requirements before activation.