Companies
How To Create Custom Fields
Custom Fields can be used in MachShip to customise the existing reference fields to match up with your company's own internal references, such as Purchase Orders, Cost Centres or Invoice Numbers. This customisation can be undertaken on the ...
How to Change the Owning Company of Consignment
MachShip provides users with the ability to change the owning company of a consignment via the balance page. If you have accidentally booked a job under an incorrect company and you want to change or move it to the correct company without doing it ...
How to create a Company Contact
What is a Company Contact? Company structures are complex, and MachShip understands that, at times, key contacts within your business need to be informed about certain events which have happened. By creating a Company Contact in MachShip, you allow a ...
How to Disable or Re-Enable a Company
Should you ever need to block access for a company or organisation to MachShip you can disable their company and child company. How to navigate to View Companies Click Admin drop-down, scroll down to the Companies section and select View Companies If ...
How to impersonate a Company
Impersonation allows a user to be able to act on behalf of one of your clients or child companies. You can then see the system as would be seen by the child company with all of the access of your username and company type. You will need to be ...
How to create a Company in MachShip
Companies in MachShip are the basis by which accounts, permission, and access are separated and maintained. Below you will find instructions on how to create and edit a company. What is a Company? Companies in MachShip are assigned and hold the data ...
How to Create a Company (Simplified)
Companies in MachShip are the basis by which accounts, permission, and access are separated and maintained. Below you will find instructions on how to create a company. Note: Based on your company and user type you will see different menus and menu ...