Work with several companies

How to work if you have access to several company data bases?

Switching between companies

Choose the company in the New Customer's order

Set the default company for the cooperation Partner

Access shortcut to database of the other company

How to change the company for a created order?

How to change company for incoming invoice?

Working with separate databases of several companies

1. Switching between companies

Help

Choose company

Select desired company

If you check the Consolidation, the data of all companies will be displayed together. If not, they will be separated!

If you check the option to choose the company will be given when opening OZOLS TMS

2. Choose the company in the New Customer's order

3. Set the default company for the cooperation Partner

It is possible for you to determine which of your companies to use by default in cooperation with the specific Partner.

Open the Partner card;

Open the Other data section;

Select Default Company.

4. Access shortcut to database of the other company

If you have two or more companies with separate OZOLS TMS access , it is possible to create a shortcut to each of these companies. Instructions can be found here .

5. How to change the company for a created order?

If you have several companies available and you have entered the Customer's order and/or Trip/Expedition to the wrong company

Open the Customer's order or Trip/Spedition

Press Shift +F4

Change company

Click the Edit button

!!! Close the Customer's order or Trip/Spedition by pressing the Cancel button !!!

If the Invoice is also already issued from the wrong company, it must be deleted and a new Invoice created after correcting the company (shift+F4).

6. How to change company for incoming invoice?

Open the Customer's Incoming Invoice

Press Shift +F4

Change company

Click the Edit button

!!! Close the Incoming invoice by pressing the Close button!!!