How can I add a default phone number for my Shipment Labels?

Screen Path: Entity>Organization

Default Phone Number information is taken from sender information. Each Sender is also created as an Organization within Logiwa.

If you set the sender info on the Carrier Management screen,then you should change the phone number within related organisation. However if you did not do that, client organization is taken as a default, so  you can go to the organization of the client that you have set up.

To add a default phone number for label creation, go to Organization screen. Select the organization that you want to add a default phone number and fill in the field Carrier Default Phone Number  then press the Save button .Organization_QuickAnswers&FAQs_1

 

Organization_QuickAnswers&FAQs_2

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Your default phone number for label will be saved.

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How Do I Edit Address Types?

Screen Path: Entity > Organization

To edit address types go to the organization screen. Search for your organization, and click it for the organization details.

 

Organization 1 Logiwa WMS

 

Organization 2 Logiwa WMS

 

On the left side of the screen, you will see the Address tab, click on it and address details will be displayed.

 

Organization 3 Logiwa WMS

 

Organization 4 Logiwa WMS

 

Click the edit button at the top, make the necessary changes and click the save button.

Your changes will be saved and the address will be updated.

 

Quick Access: Logiwa Main Buttons

 

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Organization

Screen Path: Entity> Organization

Organization - Logiwa WMS

Key Words Explanation

Organization

An organization can be through the following relations a vendor, client and/or customer.

Customer

A Customer is a relation that refers to the status of a purchaser for an organization.

Example:

Cheesers is a customer for a milk-producing company because Cheesers purchases its raw material, milk, from another organization.

Client

A Client is a relation that refers to the status of owning a product or group of products for an organization.

Example:

Cheesers own its products in a supermarket, which makes Cheesers a client to the supermarket.

Vendor

A Vendor is a relation that refers to the status of supplying other organization with a product or group of products

Example:

Cheesers supply a Restaurant downtown with different kind of cheese, which makes Cheesers a vendor to the restaurant  

Organization’s Description

The Organization may be a vendor, client and/or customer. The organization also is a basic part of the platform.

The user can execute below-mentioned functions by clicking on Organization option.

 

Organization’s Fields Description

  Code                               The name of the organization
  Description    Information about the organization
  Tax Office    The area this Organization is responsible for
  Tax Code    A Unique financial code of the Organization
  Website    The Organization’s Website
  Active (True/False)    The Organization’s Status
  Vendor (True/False)    Does the Organization acts as a Vendor?
  Client(True, False)    Does the Organization acts as a Client?
  Blacklist Reason    Assigning the following organization to a blacklist category already defined

 

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Organization’s Usage Tutorial

Screen Path: Entity> Organization

Organization Search

Search is used to find and view an organization’s information. Pressing the Search button on the Organization screen without filling in the fields would view all organization records.

 

Organization - Logiwa WMS

 

While searching according to the specific criteria, Display Criteria is clicked. The searching process can be done through any of the eight organization’s elements:

 

  Code    Search according to the Organization’s Code
  Description    Search according to the Organization’s Description
  Tax Office    Search according to the Organization’s tax office
  Tax Code    Search according to the Organization’s tax code
  Client(True, False)    Search among organizations assigned as Client
  Customer(True{False)    Search among organizations assigned as Customer
  Sender(True{False)    Search among organizations assigned as Sender
  Vendor (True/False)    Search among organizations assigned as Vendor

 

The search screen is shown below:

 

Organization - Logiwa WMS

Creating a New Organization

To create a new organization, New button is clicked on the Organization screen. Code, Description fields must be filled in.

 

Organization - Logiwa WMS

 

After these fields are filled, Save button is clicked and the transaction is completed.

 

Changing Organization’s Information

To change organization information, the desired organization is selected and the Organization tab is opened directly.

 

Organization - Logiwa WMS

 

After the organization tab is opened and Edit button is clicked. After this transactions, organization information can be changed.  The desired information is changed and Save button is clicked.

Deleting Organization

An organization can’t be deleted.

Organization’s Address

Organization’s address is the address information of the organization.

Assigning an Address to Organization

 

Organization - Logiwa WMS

 

To create a new address information to the organization, the desired organization is selected, Address tab is opened and New button is clicked. Code, Description, and Address Type address fields must be filled in.

 

  Code     The name of the address
  Description   Information about the Address
  Address Type    Specifying the type of the address. EX: Store or Warehouse Etc
  Country    The country of the address
  City    The city of the address
  Town    The town of the address
  Shipment Area    To which shipment sector shall shipments of this organization assigned to
  Email    The Email address of the organization’s address
  Phone    The Phone number of the organization’s address
  Postal Code    The Postal Code of the Organization’s address
  Address    The full Organization’s Address
  Directions    The direction of the organization’s address

 

After these fields are filled in, Save button is clicked and the transaction is completed.

Changing an Assigned Address

To change the address the direction of the organization’s address information, Address tab is opened and the desired address is selected.

 

Organization - Logiwa WMS

 

After the Address tab is opened, Edit button is clicked. After this transactions, address information can be changed.  The desired information is changed and Save button is clicked.

Deleting an Assigned Address

To delete an address from an organization, after the organization is selected, Address tab is opened and the desired address is selected.

 

Organization - Logiwa WMS

 

After the address is selected, Delete button is clicked. After Delete button is clicked, this warning message is displayed:

 

Organization - Logiwa WMS

 

If OK button is clicked, the address information is deleted.

Organization’s Contact

Contact is the record of a company’s personal contact information.

 

Assigning a Contact Information to Organization

To create a new contact information for the organization, the desired organization is selected, Contact tab is opened and New button is clicked.

 

Organization - Logiwa WMS

 

Code and description fields must be filled in.

 

  Code    The Contact’s title
  Description    The Contact’s description
  Name    Contact’s  name
  Last Name    Contact’s last name
  Title    Contacts personal title
  Email    Contact’s Email
  Phone    Contact’s phone
  Mobile Phone    Contact’s mobile phone
  Mobile Phone2    Contact’s mobile phone
  Fax    Contact’s fax

 

After these fields are entered, Save button is clicked and the transaction is completed.

 

Changing an Assigned Contact Information

To change the contact information, Contact tab is opened, after selecting the desired organization, and then the desired contact information is selected.

 

Organization - Logiwa WMS

 

After the Contact tab is opened, Edit button is clicked.  After this transactions, contact information can be changed. The desired information is changed and Save button is clicked.

Deleting an Assigned Contact Information

To delete a contact information from an organization, after the organization is selected, Contact tab is opened and the desired contact information is selected. When the contact information screen is opened, Delete button is clicked.

 

Organization - Logiwa WMS

 

After Delete button is clicked, this warning message is displayed:

 

Organization - Logiwa WMS

 

If OK button is clicked, the record will be deleted.

 

Organization’s Relation

Assign an Organization Relation to Organization

To create a new Organization relation to the organization, the desired organization is selected, Organization Relation tab is opened and New button is clicked. The Related Organization should be chosen.

 

Organization - Logiwa WMS

 

 

Organization Relation Information

 

  Related Organization    The related organization chosen from the available parties

 

After the Related Organization is chosen, Save button is clicked and the transaction is completed.

 

Changing an Assigned Organization Relation

To change the Organization relation information, Organization Relation tab is opened and the desired Organization Relation information is selected.

 

Organization - Logiwa WMS

 

After the Organization Relation tab is opened, Edit button is clicked. After this transactions, Organization Relation information can be changed. The desired information is changed and Save button is clicked.

Deleting an Assigned Organization Relation

To delete an Organization Relation from an organization, after the organization is selected, Organization Relation tab is opened and the desired Organization Relation is selected.

 

Organization - Logiwa WMS

 

After the Organization relation is selected, Delete button is clicked. After Delete button is clicked, this warning message is displayed:

 

Organization - Logiwa WMS

 

If OK button is clicked, the Organization relation information will be deleted.

Organization’s Access

Assigning an Organization Access to Organization

To create a new Organization access to the organization, the desired organization is selected, Organization Access tab is opened and New button is clicked. User field must be filled in.

 

Organization - Logiwa WMS

 

User Organization Access Information

 

  User    Assign the user to have the access to the organization
  Access All?(True/False)    Assign user to have full access to the organization

 

After these fields are entered, Save button is clicked and the transaction is completed.

Changing Organization Access

To change the Organization access information, Organization Access tab is opened and the desired Organization access information is selected.

 

Organization - Logiwa WMS

 

After the Organization Access tab is opened, Edit button is clicked. After this transactions, Organization Access’s information can be changed. The desired information is changed and Save button is clicked.

Deleting an Assigned Organization Access

To delete an Organization access from an organization, after the organization is selected, Organization Access tab is opened and the desired Organization Access is selected.

 

Organization - Logiwa WMS

 

After the Organization access is selected, Delete button is clicked. After Delete button is clicked, this warning message is displayed:

 

Organization - Logiwa WMS

 

If OK button is clicked, the Organization access information will be deleted.

Related Issues: Organization

 

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Organization Roles

Screen Path: Entity> Organization

Organization as a Customer

Assigning the Organization as a Customer

To assign the organization as a customer, the desired organization is selected, Customer tab is opened and New button is clicked. Code and description fields must be filled in.

Customer Information Fields

 

Organization - Logiwa WMS

 

  Code    The Customer’s title
  Description    The Customer’s description
  Priority    A level of priority assigned to the customer(defaulted at 0)

 

Other Information Fields

 

  Customer Group    To which group of customers does the customer belongs

 

After these fields are filled in, Save button is clicked and the transaction is completed.

Changing an Assigned Customer

To change the customer information, Customer tab is opened and the desired customer information is selected.

 

Organization - Logiwa WMS

 

After the Customer tab is opened, Edit button is clicked. After this transactions, customer information can be changed. The desired information is changed and Save button is clicked.

 

Deleting an Assigned Customer

To delete a customer from an organization, after the organization is selected, Customer tab is opened and the desired customer is selected.

 

Organization - Logiwa WMS

 

After the customer is selected, Delete button is clicked. After Delete button is clicked, this warning message is displayed:

 

Organization - Logiwa WMS

 

If OK button is clicked, the customer information will be deleted.

Organization as a Sender

Assigning the Organization as a Sender

To assign the organization as Transport Sender, the desired organization is selected, Sender tab is opened and New button is clicked. Code and description fields must be filled in.

 

Organization - Logiwa WMS

 

After these fields are entered, Save button is clicked and the transaction is completed.

Changing an Assigned Sender

To change the Transport Sender information, Sender tab is opened and the desired Transport Sender information is selected.

 

Organization - Logiwa WMS

 

After the Sender tab is opened, Edit button is clicked. After this transactions, customer information can be changed.

The desired information is changed and Save button is clicked.

 

Deleting an Assigned Sender

To delete a Transport Sender from an organization, after the organization is selected, Sender tab is opened and the desired Transport Sender is selected.

 

Organization - Logiwa WMS

 

After the Transport Sender is selected, Delete button is clicked. After Delete button is clicked, this warning message is displayed:

 

Organization - Logiwa WMS

 

If “OK” button is clicked, the Transport Sender information will be deleted.

 

Organization as a Client

Assigning the Organization as a Client

To assign an organization as a Client, the desired organization is selected, Client tab is opened and New button is clicked. Code and description fields must be filled in.

 

Organization - Logiwa WMS

 

Client Information

 

  Code    Client’s title
  Description    Client’s description
  Client Group    To which group of clients does the client belong

 

After these fields are entered, Save button is clicked and the transaction is completed.

Changing an Assigned Client

To change the Depositor information, Client tab is opened and the desired Client information is selected.

 

Organization - Logiwa WMS

 

After the Client tab is opened, Edit button is clicked. After this transactions, customer information can be changed. The desired information is changed and Save button is clicked.

Deleting an Assigned Client

To delete a Client from an organization, after the organization is selected, Client tab is opened and the desired Client is selected.

 

Organization - Logiwa WMS

 

After the Depositor is selected, Delete button is clicked. After Delete button is clicked, this warning message is displayed:

 

Organization - Logiwa WMS

 

If OK button is clicked, the Client information will be deleted.

Organization as a Vendor

Assigning the Organization as a Vendor

To assign an organization as a Vendor, the desired organization is selected, Vendor tab is opened and New button is clicked. Code and description fields must be filled in.

 

Organization - Logiwa WMS

 

Vendor Information

 

  Code    Vendor’s title
  Description    The Vendor’s description
  Vendor Group    To which group of clients does the vendor belong

 

After these fields are entered, Save button is clicked and the transaction is completed.

Changing an Assigned Vendors

To change the Vendor information, Vendor tab is opened and the desired Vendor information is selected.

 

Organization - Logiwa WMS

 

After the Vendor tab is opened, Edit button is clicked. After this transactions, Vendor information can be changed. The desired information is changed and Save button is clicked.

Deleting an Assigned Vendor

To delete a Vendor from an organization, after the organization is selected, Vendor tab is opened and the desired Vendor is selected.

 

Organization - Logiwa WMS

 

After the Vendor is selected, Delete button is clicked. After Delete button is clicked, this warning message is displayed:

 

Organization - Logiwa WMS

 

If OK button is clicked, the Vendor information will be deleted.

 

 

Organization’s Vehicle Owner

Assigning a Vehicle Owner

To create a new Vehicle Owner to the organization, the desired organization is selected, Vehicle Owner tab is opened and New button is clicked. The following screen is displayed:

 

Organization - Logiwa WMS

 

Vehicle Owner Information

 

  Code    The Vehicle Owner’s title
  Description    The Vehicle Owner’s description
  Notes    Notes about the Vehicle Owner

 

After filling the required information Save button is clicked.

Changing a Vehicle Owner

To change the Vehicle Owner information, Vehicle Owner tab is opened and the desired Vehicle Owner information is selected.

 

Organization - Logiwa WMS

 

After the Vehicle Owner tab is opened, Edit button is clicked. After this transactions, Vehicle Owner’s information can be changed. The desired information is changed and Save button is clicked.

 

Deleting a Vehicle Owner

To delete a Vehicle Owner from an organization, after the organization is selected, Vehicle Owner tab is opened and the desired Vehicle Owner is selected.

 

Organization - Logiwa WMS

 

After the Organization relation is selected, Delete button is clicked. After Delete button is clicked, this warning message is displayed:

 

Organization - Logiwa WMS

 

If OK button is clicked, the Organization relation information will be deleted.

Related Issues: Organization

 

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How to Import an Organization?

Screen Path: Entity> Organization

Importing an Organization

 

Organization - Logiwa WMS

 

 

To import an organization directly using an excel file, first, we will need to define a client.

 

 

 

 

 

In the Client screen click on the New button. The required fields are filled in. Then the Save button is clicked

 

Organization - Logiwa WMS

 

 

Organization - Logiwa WMS

 

Now the Organization screen is opened.

 

 

 

The Excel Pattern should be downloaded from the Organization screen through the import tab.

 

Organization - Logiwa WMS

 

Afterwards, an Excel file will be downloaded. The file will look like this:

 

Organization - Logiwa WMS

In the following file, red fields indicate the mandatory fields that cannot be empty.  The client field has to correspond with the client that is created in the system before.

 

Organization - Logiwa WMS

 

Afterwards, the file is saved and imported into the system using the Import tab on the Organization’s screen.

 

Organization - Logiwa WMS

 

 

The edited pattern file is chosen and the organization will be successfully imported.

The following is the imported organization.

 

Organization - Logiwa WMS

 

Organization - Logiwa WMS

 

 

Related Issues: Organization

 

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How Can I Change A Customer Address?

Screen Path: Entity>Organization

Screen Path: Entity>Shipment Order

 

To change a customer address in Logiwa, go to Organization screen.

Select the related organization for the customer, then click the Address tab.

Click the Edit button then make the changes to customer address.

 

Update Address 1

 

After all the changes are done, click the Save button then your process is completed.

For the second option, go to Shipment Order screen.

In this screen, you can change a customer address which is related to any order in your system. Select the order and click the Edit button.

To change a customer address, you have to click the underlined  ‘customer’ word on the screen.

 

Update Address 2

 

The pop-up will appear. In this pop-up, make the intended changes and click the ‘OK’ button. Then your process is completed.

 

Update Address 3

 

 

 

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