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  • OZOLS TMS - ENGLISH

  • Instalation

    • 1) Installing

    • 2) Log in

    • 3) Changing of password and user information

    • 4) Signature with stamp on orders and invoices

    • 5) E-mail settings

    • 6) Incorrect letters in your local language?

    • 7) Unable to connect to OZOLS TMS

    • 8) E-mail server configuration for work with Ozols TMS

  • Configuration and data import

    • User data import

    • Business partner database import

    • Linking car navigation to Ozols TMS (API keys)

    • Car data import

    • Driver data import

    • Import of fixed costs (MTPL, CASCO, Leasing ...)

    • Type of transport

  • Basic principles

    • Main window layout and commands

    • Open Windows

    • Shortcuts to frequently used forms

    • Filter

    • Search window

    • Recording and editing history

    • Columns - adjusting the design and content

    • Adjusting Column width

    • Customize column content and order

    • Defined columns

    • Multiselect - highlight the desired rows

    • Calculator - sums of highlighted rows

    • Print or export selected data to Excel

  • Own Transport

    • New Trip with own transport

    • Adding the costs of the trip

  • 1) Registration of Client order

    • New client order

    • Multiple loading or delivery addresses - Multibooking

    • Additional Services to main order

    • Delivery via TERMINAL

    • How to delete a Client order?

    • Exchanging the cargo information in OZOLS TMS

  • 2) Confirmation of order to client

    • Info to Client - order accepted

    • Informal order confirmation to the client

  • 3) Planning of shipment

    • Trip/ spedition basic principles

    • New Expedition

    • Adding a ferry ticket

    • What is the benefit of linking to a navigation system?

  • 4) Order to carrier

    • Transport order to Carrier

    • Terms of the transport order – contract

  • 5) In delivery

    • How to select current orders?

    • Cargo Status

    • SMS message to the driver

    • CMR how to create and print it

  • 6) Outgoing Invoices (debtors)

    • Outgoing invoice with CMR

    • One invoice for many orders

    • Selecting a bank account in an outgoing invoice

    • Outgoing invoice payment

    • Unpaid outgoing invoices

    • Payment reminders by e-mail

    • Work with debtors (F9)

    • Factoring - financing of outgoing invoices

    • Unrelate a payment from an outgoing invoice

    • Mutual Settlement Comparison Act

    • Credit invoice for outgoing invoice

  • 7) Incoming Invoices (creditors)

    • Incoming invoice registration

    • Payment of incoming invoices - payment orders

    • Export of bank payment orders

    • Ferry ticket invoice

    • Mutual clearing acts

    • Credit invoice for incoming invoice

  • 8) Data exchange with other systems

    • Data exchange with other Accounting software

    • Export of outgoing invoices

  • 9) Partner Relationship Management (CRM)

    • Who are partners?

    • Partner cooperation summary (F3)

    • Partner information card

  • 10) Tips and Tricks

    • Forwarders' work surface (F8)

    • E-mail alerts

    • Order information in foreign language

    • Client address in foreign language

    • How to change the Document's sequence number

    • Work with several companies

    • Access shortcut to another company's database OZOLS TMS

    • How to Delete ferry ticket

Books
OZOLS TMS - ENGLISH
1) Registration of Cli...

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....

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Created 2 years ago by Janis Veldre
Updated 2 years ago by Janis Veldre
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