OZOLS TMS - ENGLISH
Desktop application instructions
Instalation
1) Installing
These instructions apply for installing OZOLS TMS on Windows computers! To use OZOLS TMS on Macki...
2) Log in
To log in to OZOLS TMS you need to enter in the registration window user data you received via e-...
3) Changing of password and user information
When you start using OZOLS TMS, you receive a user password, which must be changed for security r...
4) Signature with stamp on orders and invoices
A scanned stamp with signature is most commonly used for Customer Orders, Transport Orders, Payme...
5) E-mail settings
To send emails from OZOLS TMS, you need to enter your e-mail address and e-mail password in syste...
6) Incorrect letters in your local language?
If your local language characters are not correctly displayed in the Ozols TMS, please do followi...
7) Unable to connect to OZOLS TMS
If by connecting to OZOLS TMS you encounter the message: 1. If the Notification waiting time i...
8) E-mail server configuration for work with Ozols TMS
Gmail settings Microsoft Settings 1. To send Gmail emails from within OZOLS TMS, follow the...
Configuration and data import
User data import
1) Create a user list with the following user information: npk Name Surname E-mail Pho...
Business partner database import
To make it easier to get started with Ozols TMS, we recommend that you use this option to import ...
Linking car navigation to Ozols TMS (API keys)
Ozols TMS allows you to add API keys (for example from Mapon) to provide real-time location of ca...
Car data import
To make it easier to get started with Ozols TMS, we recommend that you use this option to import ...
Driver data import
To make it easier to get started with Ozols TMS, we recommend that you use this option to import ...
Import of fixed costs (MTPL, CASCO, Leasing ...)
To simplify the entry of fixed costs into Ozols TMS, we recommend creating an Excel spreadsheet t...
Type of transport
You can specify the type of transport in client's order. It can be added or edited. OZOLS > Frei...
Basic principles
Main window layout and commands
Browser The Operation Mode Browser is displayed on the left side of the screen and is used to di...
Open Windows
Sometimes one of the open windows disappears because it has fallen behind another window. To find...
Shortcuts to frequently used forms
Function keys Opened windows and Function key summary General key combinations in OZOLS T...
Filter
Almost all sections of OZOLS have the possibility to set a Filter for selecting the data you need...
Search window
How the search window works: If you search for, for example, "ECG" the program will select all...
Recording and editing history
Almost all records or editing made in the OZOLS TMS are logged and their history can be viewed. ...
Columns - adjusting the design and content
Read about adjusting the design and content in the following sections: How to adjust column co...
Adjusting Column width
To change the column width: Open the OZOLS TMS table where you want to change the width of the c...
Customize column content and order
Open the table you want to make changes to Press the right mouse button on any of the rows in ...
Defined columns
Defined columns allow you to save the table column layout you create with a name. Columns saved i...
Multiselect - highlight the desired rows
Multiselect is used when it is necessary to select individual rows in random order. such as cargo...
Calculator - sums of highlighted rows
OZOLS TMS allows you to select individual rows in the table in order to sum the numbers in these ...
Print or export selected data to Excel
Ozols TMS enables you to select the desired data in tables and print or save in Excel: Choose ...
Own Transport
1) Registration of Client order
New client order
A quick way to open new Client order is by pressing the Function key F6 on keyboard The clien...
Multiple loading or delivery addresses - Multibooking
Multibooking is used when there are several loading or delivery addresses in one client order...
Additional Services to main order
Additional Services - services provided as part of the main client order, for example:- Cargo in...
Delivery via TERMINAL
1) How to create Terminal The Cooperation Partner who provides terminal/warehouse services must ...
How to delete a Client order?
Before deleting the Client order, make sure that it would not be more correct to change the order...
Exchanging the cargo information in OZOLS TMS
Companies that use OZOLS TMS can exchange order information automatically using reference number....
2) Confirmation of order to client
3) Planning of shipment
Trip/ spedition basic principles
There are two approaches to organizing cargo shipment in OZOLS TMS: Creates a new Trip/spediti...
New Expedition
1. Open Client order window OZOLS > Freight transportation > Documents > Client orders > [Open t...
Adding a ferry ticket
Ferry tickets can be added to a specific trip or sold as a additional service 1. Adding a ferry ...
What is the benefit of linking to a navigation system?
Trip Planning Window Information: Access to the truck's location (postcode and city). Rea...
4) Order to carrier
5) In delivery
How to select current orders?
In the Client order filter Check Status Select the desired order statuses Close Prepare the...
Cargo Status
The cargo status allows you to follow the progress of the order. The following Cargo statuses are...
SMS message to the driver
You can quickly send an SMS to the driver with information about the cargo from the Client's orde...
CMR how to create and print it
How to create and print the CMR for the Client's order? Open the Client's order for which t...
6) Outgoing Invoices (debtors)
Outgoing invoice with CMR
Income from the client Issuing of invoice Correcting an Invoice Invoice by email or mail ...
One invoice for many orders
If necessary to issue one invoice for several Client orders, there are 2 approaches: One invoi...
Selecting a bank account in an outgoing invoice
If your company has several bank accounts, you can choose which one(s) to show on your outgoing i...
Outgoing invoice payment
Important! OZOLS TMS provides two options - automated and manual outgoing invoice. Only one of o...
Unpaid outgoing invoices
Two ways to select unpaid outgoing invoices 1. List of all unpaid outgoing invoices:OZOLS > Paym...
Payment reminders by e-mail
To work with debtors we recommend using the section created for this purpose. Press (F9) to open ...
Work with debtors (F9)
Pressing the function key F9 opens a window that opens a module with wide range of options for wo...
Factoring - financing of outgoing invoices
If your company has a contract with a company that provides factoring services and you want to ap...
Unrelate a payment from an outgoing invoice
Sometimes it is necessary to unrelate a payment from an outgoing invoice. To do this, the followi...
Mutual Settlement Comparison Act
The following steps must be taken to prepare the act of mutual settlement comparison: OZOLS > ...
Credit invoice for outgoing invoice
Contents: Creating a credit invoice for an outgoing invoice Creating of Payment cancellation ...
7) Incoming Invoices (creditors)
Incoming invoice registration
Incoming invoice for one order One incoming invoice for the several orders 1) Incoming invo...
Payment of incoming invoices - payment orders
Options for Payment orders: Many Bank payment orders for many incoming invoices One Bank paym...
Export of bank payment orders
In the OZOLS system, it is possible to export the payment orders to the internet bank.You only ne...
Ferry ticket invoice
1. To register a ferry ticket create new incoming invoice OZOLS > Payments > Documents > Incomin...
Mutual clearing acts
The Mutual clearing act settles the financial obligations between the outgoing and incoming invoi...
Credit invoice for incoming invoice
Contents: Creating a credit invoice for an incoming invoice Deed of settlement of invoices fo...
8) Data exchange with other systems
9) Partner Relationship Management (CRM)
Who are partners?
1. All companies involved in the business are called cooperation partners2. Partners can be divid...
Partner cooperation summary (F3)
The partner cooperation summary is opened by pressing the function key F3 This window displays ...
Partner information card
Partner information card The partner's information card consists of the following sections: ...
10) Tips and Tricks
Forwarders' work surface (F8)
The Forwarder surface is created specifically at the request of our customers and combines functi...
E-mail alerts
Ozols TMS already has standard automatic alerts set up by default, which are sent to the responsi...
Order information in foreign language
Because clients and suppliers are from different countries, documents often need to include infor...
Client address in foreign language
Outgoing documents can include the Partner's contact details in a foreign language. To set this :...
How to change the Document's sequence number
For documents that have automatic sequential numbering, it is possible to set the number of the n...
Work with several companies
How to work if you have access to several company data bases? Switching between companies Cho...
Access shortcut to another company's database OZOLS TMS
If you have two or more companies with separate access to OZOLS TMS , it is possible to create a ...
How to Delete ferry ticket
To delete an incorrectly created ferry ticket: Open the incorrect Ferry Ticket through Trip/Sp...