Maintain Companies
To access tab: System -> Maintain Company
Click here for information on how to use a data entry window.
Ditat TMS has the ability to handle Multi-Company setup for billing/paying purposes.
Field | Description |
Company Id | Company Id, which can be up to 25 characters in length this Id should be short and unique within the system. Click here for information on how to use the record Id field. |
Description | Description of company. |
Company Name | Enter the company's Name. |
Website | The company website must be in a http://www.site.com format. |
Contact (First/Middle/Last) | Enter primary contact name |
Address | Enter address. |
Country/Zip/State/City | Enter the Zip to fill in all fields. |
Email address | The entered email address has to be unique and valid. Ditat TMS has strong email integration and having access to valid email addresses will increase system functionality. |
Phone 1 | Enter the Phone number for the company. |
Copy to Remit To | Use this if the billing is the same as the primary information. |
DUNS Number | Enter the company's DUNS Number. |
Broker | If this is a Brokerage company check box and MC Id will be required. |
MC Id | Enter the company's Motor Carrier identification number. |
Business Forms
Field | Description |
Confirmation sheet footer text | Here you can enter text in XML format to use on the bottom of your Confirmation sheets. Ditat will use default text if this box is blank if the box is filled out this will replace the default text. |
Invoice footer text | Here you can enter text in XML format to use on the bottom of your Invoices. Ditat will use default text if this box is blank if the box is filled out this will replace the default text. |
Business forms logo | Logo that will show on Business documents. |
Logo
Upload your company logo to fill on Invoices and other documents, the best resolution for the logo is 400 x 200 and it is best if the background is white.
Carrier/Driver Portal
Field | Description |
Dashboard Content | You can enter the information here that will show up on all driver/carrier portals. If you do not have the Carrier/Driver Portal then this tab will not be present. |
Document Management
Driver/Carrier Portal Document Management
Here in the "Web - drivers/carriers" folder, you can upload documents to be accessible in the web portal.
Dispatch Options
Field | Description |
Check calls via Email Email account | Select the email account that this company will send check calls from. |
Pickup time in | Select the mail template that this company will use when sending emails for the pickup time in. |
Pickup time out | Select the mail template that this company will use when sending emails for the pickup time in. |
Delivery time in | Select the mail template that this company will use when sending emails for thedelivery time in. |
Delivery time out | Select the mail template that this company will use when sending emails for the delivery time out. |
Status | Select the mail template that this company will use when sending emails for status updates. |
Confirmation sheet via Email Email accounts | Select the email account that this company will send confirmation sheets emails from. |
Template | Select the mail template that this company will use when sending confirmation sheets. |
Check calls via email
In this section you can choose which acccount you woud send check call emails from for this company. (This is only necessary if different than what is set in the dispatch set up options as your defaults) You can also choose which email templates to use for each check call type
Chonfirmation sheet via email
In this section you can choose which email account to use for sending confirmation sheets from the TMS. You can also choose which template to use for sending Confirmation sheets in this section.
Rate and Pay Options
Rate and Pay options
Here add the email account and mail template that should be used for this company's invoicing and settlements. (This is only necessary if different than what is set in the Rate & Pay set up options as your defaults)
Field | Description | |
Invoice Email account | Select the email account that this company will send invoices from. This will be used for all customers billed from this company unless specified on the customer's profile. | |
Invoice Mail Template | Select the mail template that this company will send invoices with. This will be used for all customers billed from this company unless specified on the customer's profile. | |
Settlement Email account | Select the email account that this company will send settlements from. | |
Settlement Mail Template | Select the mail template that this company will send settlements with. | |
Detentions Email account | Select the email account that this company will send detention emails from. |