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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
5) In delivery

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...

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