1. Create a Legal Entity for the System Owner Company
The first step in ensuring your System Owner company is set up properly is to create an associated Legal Entity. The Legal Entity and a valid address are required so that a client can be invoiced.
- Navigate to the Directory --> Company/People Directory
- Click on the Cargo Owner company
3. Select the “Actions” drop-down menu --> “Legal Entities”
4. Select the “Actions” drop-down menu --> “Create Legal Entity”
5. Fill out the fields required with an asterisk * as well as the address information and select “Save”
NOTE: The Legal Entity information can be updated at any point
6. Navigate back to the System Owner company by selecting the company link
2. Add a Legal Entity to the System Owner Company
In order to save a job order, the System Owner company must have at least one Legal Entity associated to it. Please follow the steps below:
- Navigate to the Directory --> Company/People Directory
- Select the System Owner company
- Click “Modify” from the “Actions” drop-down menu on the lower right corner of the screen
4. Select the Legal Entity from Legal Entity drop-down field and “Save”
3. Add Banking Account Information
The NIM system comes with a pre-set default Bank Account however, it is important to keep the bank information updated and relevant. To modify the bank account please follow steps below:
- Navigate to Directory -> Company/People Directory
2. Click the company link
3. Click “View Bank Accounts”
4. Click “Modify” on the bank account
5. Fill out the bank account information and click “Save”
6. Navigate back to the company by selecting the office link
4. Set Default Bank Account
Once one or more bank accounts have been created for the office, one of them is required to be set as a default. Please see below how to set a bank account as the default:
1. Modify the office
2. Add a default bank account and save
5. Create a Client Company
The NIM system does not come with a Client Company, however, at least one Client Company is required in order to save a job order. To create the Client Company and set a client company role, please follow the steps below:
- Navigate to the Directory --> Company/People Directory
- Click “Create Company”
3. Fill out the “Create Company” form and click “Save” (make sure the address is provided)
4. The company is saved and the view all company page is displayed
5. A company role is required for the new company. Navigate back to the company page by clicking the company name link
6. Click “Edit Company Roles” from the “Actions” drop-down menu on the upper right corner of the screen
7. Tick the “Client Company” checkbox and click “Save” NOTE: If you do not select the “Client Company” checkbox, the company will remain a “Contact Company” (similar to a phone book entry) and cannot be used in a job order. Only companies with the “Client Company” role are able to be used.
8. Click “Add Person”
9. Fill out the “Create Person” form and click “Save” (make sure address/phone/email are provided)
You’re all set! Enjoy the NIM system.
-Navarik