05. Company & Address Management

Managing Company Information

Q: How do I add a company to the address book? 

A: To save a company for lookups:

1. Click "Create a company" link under QUICK LINKS
2. Add company name and lookup code
3. Choose Consignee or Notify Party as Company Type
4. Save
5. Enter address details for the company

Q: How do I manage company addresses? 

A: After entering the initial company name:

1. You'll be presented with another screen for "addresses"
2. Click "create" next to addresses
3. Add the address lines for the company
4. Multiple addresses can be maintained per company
5. All addresses will be shown in lookups, regardless of address type

Using Company Lookups

Q: How do I use the company lookup feature in BOLs? 

A: When in the B/L entry screen:

1. Click the LOOKUP button next to any address party
2. Type in part of the company name or the lookup code
3. Choose the appropriate company
4. The name and address for that party will automatically appear