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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
3) Planning of shipment

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...

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