Organization
In thie Article
This article explains how to create and update your Organization profile.
Note
What is the Organization?
- It is the top level entity in your Logiware system.
- It is the entity that will receive billing invoices for your subscription services of Logiware.
Functional Flow
Go to Settings > Organizations.
Steps
Editing Organization
- Click on the Organization to view or edit its details.
Click on Audit Logs to monitor changes made to the organization.
Fill-in the details to pull audit logs for a specific timeline.
Select any of the following fields to update.
- Overview
| Field | Description |
| Name | Enter the Name of your organization. |
| Domain | The Domain of your organization will come here. |
| Logo | Upload the logo for your organization. It should be a high resolution JPEG image. Note: This logo will be reflected across the platform for your organization. This shall be same for its suborganizations. |
| Address Line 1 | Enter the address of your organization. |
| Address Line 2 | Enter the address of your organization. |
| City | Enter the City of your organization. |
| State | Enter the State of your organization. |
| Country | Enter the Country of your organization. |
| Zip Code | Enter the Zip Code of your organization. |
| Timezone | Select the time zone for your organization. This will be used to record date and time transactions that occur in the system. |
| Date Format | Select the Date format that you want to use in the system for your organization. |
| Time Format | Select the Time format that you want to use in the system for your organization. |
| Contacts | Enter the Contact information for your organization. Multiple contacts can be added with details as: Title, Name, Phone, Email, and Display Name. The Display Name is the combination for First and Last Name. |
| Sub Organizations | Enter the name(s) for your sub organization(s). |
- Accounting
| Field | Description |
| Base Currency | This is the base currency for the organization. You can have charges, costs, invoices, and bills in other currencies, but they will also be converted back into your base currency for reporting purposes. |
| Financial Year | Enter your organizations Fiscal year. The year used to report your financial results. |
- Warehouse
| Field | Description |
| Permitted GO Days | Number of General Office days allowed by this warehouse. |
| Tolerance for Weight Difference | This is the percentage difference allowed between the expected (booked) weight and the actual (received) weight before the cargo is flagged as having a discrepancy. |
| Tolerance for Volume Difference | This is the percentage difference allowed between the expected (booked) volume and the actual (received) volume before the cargo is flagged as having a discrepancy. |
| Free Days | Number of Free Days this warehouse allows before storage costs will begin to accrue. |
- Customs
| Field | Description |
| AMS Filer Code | Enter the filer code assigned by US Customs for the Automated Manifest System. |
| AMS Bonded Carrier Type | Enter the type of ID used by the CFS for their Carrier Bond. |
| AMS Bonded Carrier ID | Enter the CFS Carrier Bond ID needed by Customs for PTT (Permit to Transfer) and InBond Transfer transactions between a CFS and a port or another CFS. Usually, the the move is done under the Trucker's Carrier Bond ID, but in some cases the CFS Carrier Bond ID is used. |
Press the Submit button to save.
Note
When you signed up for your Logiware subscription, you automatically created your Organization and the Main Contact person.
The Main Contact person in the Organization is automatically created as a user with a "Admin Role.
Warning
A Billing Contact must be specified in the Organization. This is the contact that will receive invoices and notifications concerning your Logiware subscription.