New Company WMS

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.
5. Check mark the cell: Enable Assisted Setup

Step 2. Switch company

1. Refresh your screen (Ctrl+F5)
2. Click on: the Settings
3. Click on: My Settings
4. Click on the look-up button: Company
5. Select the required Company
6. Confirm with: OK

Note

In Microsoft Saas you also can switch company by clicking on the company name in the top right corner.

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