Manage businesses

A business is any company you deal with: a customer who places transport orders, a carrier you buy capacity from, a supplier who sends you invoices, or one of your own companies. Businesses are used as the customer on transport orders, as the party on quotes and invoices, and as the carrier on capacity contracts.

Open the business list

1. Open the side menu (☰, top right).
2. Choose Businesses.
3. Type in Search... to find a business by name.
4. Optional: open the filters to narrow the list, or click a row to open the business.

By default the table shows Name, Chamber of Commerce and Address. You can add the columns VAT (the VAT number), Industry, Coordinates, Website, Made on and Modified on. A tick after the name means the business is verified.

The filters are Select industry, Only verified, Relation type, Chamber of Commerce and VAT. See Filters and tables for sorting, columns, saved views and downloading the list.

Create a business

1. Click + Create company at the top of the list. The form opens in a side panel.
2. Optional: click Choose a logo and upload the company logo.
3. Enter the Name. This is the only required field.
4. Fill in the registration numbers you have: Chamber of Commerce, VAT number, Transport License Number, EORI and SCAC Code.
5. Choose a language in Select preferred language... and an industry in Select industry.
6. In Enter location, start typing to pick an existing address, or choose New location to create one. You can add several locations.
7. Add a Description, Website and any identifiers you use for this business in other systems.
8. Fill in the invoice and quote addressees (see the table below) and, if your platform uses finance, choose the Administration.
9. Add Contact details and Contact Persons. See Manage contact persons and contact details.
10. Click Save.

Field	What it is for
Invoice salutation / Invoice email	The department or person that invoices are addressed to, and the e-mail address invoices are sent to.
Quotation salutation / Quote email	The same for quotes.
Administration	The administration (your own company and bookkeeping) used for this business. Only shown when your platform has the financial feature.
Capacity Contracts	Only shown when you create a business. Use it to set up the capacity you buy from a new carrier straight away. See Capacity contracts.

View a business

Click a row to open the business in a side panel. The header shows the name and number. The tabs are:

• Information: registration numbers, website, description and locations, plus the Notes, Contact details and Contact Persons sections.
• Documents: files stored on the business. See Documents.
• Bans: bans that concern this business, for example a driver who may no longer be sent there. Click Create Ban, choose the Chauffeur and add Notes.
• Complaints: complaints about this business, which can also be linked to a driver, vehicle, location or user. Click Create Complaint to add one.
• Ledger: the revenue and cost entries booked for this business. Only shown with the ledger permission.
• Certificates: certificates held by the business.

Verify a business

1. Open the business.
2. Click the Verification drop-down in the header.
3. Choose Verify. A tick appears next to the name in the panel and in the list.
4. To take the verification away later, open the same drop-down and choose Invalidate.

Edit or remove a business

1. Click Edit at the end of the row, or open the business and click the pencil icon (Edit).
2. Change the fields and click Save.
3. To see earlier versions, open the business and click the history icon (Version history).
4. To remove a business, click Remove at the end of the row and confirm with Remove.

To remove several businesses at once, tick their rows and choose Remove in the selection bar.