--- title: "Companies" canonical: "https://elogate.refined.site/space/BM/27787267/Companies" format: markdown --- The submenu **Companies** can be used to manage customer and supplier master data, incl. addresses. In addition, you can access transport information for each customer/supplier, adjust settings, store transit times, and opening hours. > ℹ️ If you have estbalished an interface connection between ELOGATE and your ERP system, the customer/supplier addresses will be automatically transmitted with the shipment data and entered in the submenu **Companies**. If you do not have an interface connection to your ERP system, it is recommended to first import your customer/supplier data in ELOGATE via the Excel upload option. If needed, contact the **[SERVICE DESK](https://jirasatiamo.atlassian.net/wiki/spaces/BM/pages/8355985)**. # All companies Any already existing customer, supplier, or location is displayed in the** All companies** view. You can use the predefined filters “Customer”, “Supplier”, “Location” and “All” to filter the data related to the company type. If you want to change the view, follow the descriptions on the page [https://jirasatiamo.atlassian.net/wiki/spaces/BM/pages/27787311](https://jirasatiamo.atlassian.net/wiki/spaces/BM/pages/27787311). ## Create a new company If you want to create a new company manually, click on the ⚙️ **Create new company **button above the table. In the first tab **General, **insert the mandatory address data ("Company name", "Street", "Zipcode", "City", "Country"). The fields "Phone", "Fax" and "Email address" are optional fields. Optionally, you can enter a customer number in the field of the same name. > ℹ️ If you have estbalished an interface connection between ELOGATE and your ERP system, we highly recommend to transmit a customer number and use it as an unique identifier for the company. Head on to the next tab **Pickup times **and insert the pickup and delivery times, as well as a comment for pick up and delivery. Furthermore, you can enter an “Internal Comment” which is only visible for your ELOGATE users, but not for the LSPs. In the tab **Settings, **you can set the default language for the company by clicking on the 🔽 button next to the field “Language”. Optionally, you can assign a plant to the company that you are currently creating. Choose the location from the dropdown list by clicking on the 🔽 button next to the field “Assigned plant”. As soon as you have assigned the location, the "Load at" field during shipment creation will be automatically filled in, when you enter the unloading point in the field “unload at” in the shipment form. Next to the field “Assigned plant”, you must define the “Company type” by clicking on the 🔽 button. You can select customer, supplier, and location from the dropdown list. Select the “Location” type, if the entered address is of one of your company sites. > 📝 **Example** > 📝 > 📝 - New company: Satiamo GmbH > 📝 - Assigned Plant: Company 1 AT > 📝 - New Shipment > 📝 - Loading Station: Satiamo GmbH → Unloading Station Company 1 AT > 📝 - Unloading Station: Satiamo GmbH → Loading Station: Company 1 AT In the second row, you some further optional settings that you can apply. If you want to store a default Incoterm for the company, click on the 🔽 button and select the desired Incoterm from the dropdown list. > ❌ Order key and GLNs TBD! Lastly, you can enable some options by ticking ✔️ the checkboxes at the bottom. If the checkbox **Company may create shipments **is activated, the company/supplier can create shipments on their own. This can be useful if you want to grant your external suppliers to create shipments. If the checkbox **Self Pickup **is activated, the company/supplier is marked as a self-collector when creating new shipments. Another use case to activate the self-pickup checkbox** **is when the company pays its own freight costs, Finally, if the checkbox **Manage yard **is activated, the company/supplier can perform actions on the loading plan, for example, change statuses, and enter and edit truck information. In the fourth tab **Transportation times**, you can define transit time for the company. To do so, either leave the default origin country code (taken from the company address data) or select another country code from the dropdown list. Next, insert the zip code of the unloading point in the field “Destination zip”. Lastly, insert the number of days in the field “Transit time” and click on the :plus: button to confirm and save your entry. > 📝 If no transportation times are stored for the company, the default values of one day for domestic and two days for export transports are appllied. When all entries are made, click on 💾 **Save** to confirm your entry, or click on the :cross_mark: **Cancel** button to return to the previous screen. ## Upload Companies You also have the possibility to bulk upload companies. To do so, on the right-hand side below the table next to the text **Easy-Excel-Import (Company)**, click on the :plus: button and the yellow dialogue field opens. As displayed on the screen, perform step 1 by clicking on the ⬇️ button. The download of the Excel template will start accordingly. Open the downloaded excel file and fill the table with the required information. Save the excel file and upload it by clicking on the ➕ **Browse **button or by dragging and dropping the file. > 📝 Indicate the company type by inserting > 📝 > 📝 - 0: Customer > 📝 - 1: Location > 📝 - 2: Supplier > ℹ️ **Settings **and **Transportation times **can only be configured in ELOGATE. #### Zone The “Zone” field provides a selection of all zones or positions that are available (with entered prices). If you have a suitable zone offer for the newly entered address, the zone is automatically calculated by ELOGATE. If you want to enter a special zone or zip code for the newly entered address, select it from the drop-down list. ELOGATE also always calculates other possible zones as an alternative and always uses the lowest offer for the assignment. ### Show company To display a company, either click the magnifying glass icon > Macro (inline-media-image)  or > Macro (inline-media-image)  in the drop-down menu. ### Edit company If you want to edit a company, either click > Macro (inline-media-image)  in display mode or select > Macro (inline-media-image)  in the drop-down menu. Carry out the changes and then click > Macro (inline-media-image)  to confirm your changes, or click > Macro (inline-media-image)  to return to the previous screen.     ### Delete company In order to delete a company, click > Macro (inline-media-image)  in the drop-down menu and then click > Macro (inline-media-image)  if you really want to delete the company, or click > Macro (inline-media-image)  to return to the previous screen. > ℹ️ You can only delete a company when it was never used as unloading point. If the company has already been used, the company must be archived. ### Archive company If you want to archive a company, click > Macro (inline-media-image)  in the drop-down menu. Confirm the archiving operation with > Macro (inline-media-image)  or click > Macro (inline-media-image)  to return to the previous screen.   ### Send dayplan link If the loading plan should be displayed to e.g. a subcontractor (only his transports), click> Macro (inline-media-image)  in the drop-down menu. Enter the e-mail-adress of the recipient and click > Macro (inline-media-image)  to send the dayplan or click > Macro (inline-media-image)  to return to the previous screen.  You can to show more information about the creator of the shipment in new shipment pool detail. It is possible to copy / edit / delete shipments which have been created in collaboration zone and also to add attachments. You can define in company settings, whether this company is allowed to create shipments in collaboration zone or not and use the assigned plant. It is possible to see supplier-, carrier- and transportinfo in Collaboration Zone. ## Easy-Excel-Import ### Zoning Click on the download button > Macro (inline-media-image)  in the field "Easy-Excel-Import (Zones)" on the left side of the screen in order to download the existing zoning for each country as Excel- sheet (e.g. if you have to add a new zone due to a new tender). It is recommended that you have a look on the entries in the menu point Purchase> Tenders > Tendered position (have a look at the user manual for ["Create new positions"](https://jirasatiamo.atlassian.net/wiki/display/BM/Tenders#Tenders-Createnewpositions)), if you are doing this for the first time. Zonen ID=         ZIP/Zone position (unloading point) Country=           Country tender (unloading point) Zipcode=           PLZ Gebiete für Zone Upload the new/edited Excel-sheet by Drag and Drop or by a click on > Macro (inline-media-image) .