Offices/Companies

Home Page→ Settings→ System Setup→ Offices/Companies

Overview

The current interface displays the list of previously created offices and companies and their general information.

You have an opportunity to create a new entity, edit already existing, etc

List description:

CODE - company’s code

Name - company’s name

Full Name - full company’s name

Phone - company’s phone number

Filters and Sortings

You can search items by the following parameters: code, name, phone

To view the list of deleted companies, tick the Deleted check-box

Additional Option

To reset filters click the Clear Filters button

Select the required company and click Sync with Dynamics 365

This option allows syncing Customers, Vendors, Departments, Warehouses, HSN Codes, SA Codes into MS Dynamics 365 app with Awery system.

The button is displayed when a specific configuration is added to your system for a particular office

To remove any office click the Delete button

The New button allows you to add a new company

By double-clicking on the entry you can see detailed information about the company

Manuals

Click the New button and New Company page will be open on the next tab.

New Company page contains the following tabs: Information, Contacts, Documents, Bank Accounts

Information tab

Fill in the required data:

Code- company’s code, mandatory field

Name - company’s name, mandatory field

Name Full - company’s full name

VAT Id/ GST No - VAT identification number/ GST number

C.Code/PAN No - Company Code / PermanentAccount Number

License No - license number

Currency - company’s currency, mandatory field

Settlement currency - company’s settlement currency

Prior - priority in the list

Parent - you can select parent company

Country - company’s country

State - depends on selected country

Language - company’s language

Start month - month the company started its activities

Customer Portal - used for Cargo Booking site in case you want used information from other system

Notes - text area for comments

Check-boxes description:

Default - default company displays automatically in company’s selector in the system

Double language for reports - tick "Double language" is displayed in Report call-out in job Generate Doc No by location in Job - Doc no generates by a station in Job if in Company

Additional options

To create a new company click Add
To save changes click Update
To add company’s logo click Upload
To remove company click Delete

Contacts tab

You have an opportunity view company’s contacts list, manage them and add a new one

To add a new one click the New contact button and fill in Contact data
After the form is already completed click Save

NB! The form to create a new contact contains several tabs

To specify Broker related to the contact or other additional information, move to the Additional Fields tab

On the Airport and Access types tab you can select airports and access types accordingly

Additional Options

You add quickly new item(s) to selected contact

- Specify Type and Data, click Save

You have opportunities to delete and edit contacts

Also, you can copy contact from company to Contractors
- Select Contractor Type, Customer and Apply

Documents tab

The tab allows you to manage the previously added documents, their validity, upload documents

Key features:

To delete, select the required document and the Delete button will become active
To add missing document tab click the Edit Types button
To upload a document, select the entry and drag & drop the document or browse