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

On 3PL Marketplace extra apps can be found for specific functionality or demo-data.

1. Search on: FMS to view the list of apps available for TMS.

Type	APP	Description
Functionality	FMS Basic Setup	Basic configuration of the Forwarding app
Functionality	FMS Oceanfreight	Basic configuration of the Forwarding app
Functionality	FMS Airfreight	Basic configuration of the Forwarding app