Managing Your Organization

You can define policies about your organization, including time zone; billing address; default details for equipment, weight UOM, volume UOM, freight terms, and nearest location radius; appointment, commodity, and reason codes; additional charges; and transit time variances.

Complete the following steps to set organization policies:

  1. Log in to the ONE system.

  2. Select Menu/Favs > Administration > Organization.
    The Organization screen appears.

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Details Tab

  1. Fill out the following fields.

    Field

    Description

    Description

    Enter the name of the organization.

    Time Zone

    Select a timezone from the dropdown menu.

    Billing Address

    Enter a billing address.

    GS1 Prefix

    Enter a GS1 prefix.

    Default Weight UOM

    Select a default weight unit of measure from the dropdown menu.

    Default Volume UOM

    Select a default volume unit of measure from the dropdown menu.

    Default Quantity UOM

    Select a default quantity unit of measure from the dropdown menu.

    Default Distance UOM

    Select a default distance unit of measure from the dropdown menu.

    Default Time UOM

    Select a default time unit of measure from the dropdown menu.

    Default Freight Terms

    Select the default freight terms from the dropdown menu.

    Post-Delivery Period for Additional Charge

    Enter the number of days (decimals accepted) representing the post-delivery period for additional charges.

  2. In the TL Transit Time Variance table, click the Add link.
    A transit time row appears.

  3. Enter a Start Time, End Time, and Speed/Hr.

  4. Click Save.

Services Tab

  1. Click the Services tab.
    The Services tab appears.

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    A list of services and their usage count is visible.

  2. Click a Service Name link to view details on the service.

  3. Click a Usage Count link to view all usages of the service.

  4. Click the Export to CSV button to export the report to a CSV file.

Shipping Handover Checks Tab

  1. Click the Shipping Handover Checks tab.
    The Shipping Handover Checks tab appears.

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    A list of compliancy check is visible.

  2. Click a Compliance Check Name link to view details about a given compliancy check.

  3. Click the Export to CSV button to export the report to a CSV file.

  4. Select one or more rows and click Actions to deactivate or update compliancy checks.

  5. Click Create Compliance Check to create additional checks. See the "Compliance Checks" section in the Online Help for more information.

Documents Tab

  1. Click the Documents tab.
    The Documents tab appears.

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  2. Click the Upload link to upload new documents.
    The Upload popup appears.

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  3. Select a Document Type from the dropdown menu.

  4. Enter any Additional Info.

  5. Select the Final checkbox if this document is the final version.

  6. Click the Browse button to select your file.

  7. Click OK.
    The file uploads.

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  8. Click the Delete link to delete the document.

  9. Select one or more rows and click Download Selected or Email Selected to download or email the documents, respectively.

  10. Click Save to save your changes.

Organization Profile Tab

  1. Click the Organization Profile tab.
    The Organization Profile tab appears.

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  2. Modify the following fields as desired.

    Field

    Description

    Company Address

    Enter the company address.

    Company Website

    Enter the company website URL.

    SCAC Code

    Enter the SCAC code.

    Secondary SCAC Code

    Enter a secondary SCAC code.

    MC Number

    Enter an MC number.

    EF (Gram Per Distance)

    Enter a gram per distance value and a unit of measure.

    EF (Gram Per Ton Distance)

    Enter a gram per ton distance value and a unit of measure.

    EF (Miles Per Gallon)

    Enter a miles per gallon value and a unit of measure.

    Registration Number

    1. Click the Registration Number Fields link.
      The Add Registration Number Details popup appears.

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    2. Click the Add New Registration Fields link.
      A new row appears.

    3. Enter the Type, Country Code, and Number.

    4. Click Save.

  3. Click the Export to Excel button in the Contacts table to export the shown contacts.

  4. Select one or more rows and click Actions to perform various actions.

  5. Click Update Org Profile.
    A success message appears.