Company Administration
How to Add a Credit or a Manual Charge to a Client's Invoice
The MachShip system provides an option to add credit or manual charges on an invoice in the instance you need to add an additional charge or raise a credit to a client. How to Add Credit to a Consignment Adding credit is done on the consignment ...
Check List on how to configure a New Client as a Freight Broker
If you want to set up a client, supplier, or secondary despatch location in MachShip, see below a checklist of what needs to be completed in order to ensure that you and they will have a successful despatching experience. Step 1: Create a Company In ...
How to Edit or Update the major fields on a Broker Company
Companies in MachShip are the basis by which accounts, permission, and access are separated and maintained. What are the major fields required for Editing or Updating your Broker Company? To Edit or Update a Company - Navigate to Admin tab and under ...
How to create a Company (Minimum Fields)
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. The below will describe how you can setup a new Company or Client in the MachShip ...
How to create a Company (All Fields)
Companies in MachShip are the basis by which accounts, permission, and access are separated and maintained. Below you will find instructions and explanation on how to create and edit a company if you are a freight reseller. Should any of the fields ...
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 Create a Role as a Freight Reseller
When creating a User in MachShip you need to assign a Role or series of Roles which will set what access that user has to the system. How to Navigate to the Create Role Page Navigate to Admin and select Other Options. Under the Users section, you can ...