This command opens the companies list. The list can be opened in several ways:

•click on the: icon located in the Basic data tab in the toolbar;

•from the Basic data main menu, select Companies.

With the use of lists toolbar one may add, change or remove a company.

It is not possible to delete company when it is linked with any register (vehicle, driver, order, etc.). At first, all ties have to be deleted (deletion of vehicle, driver etc.).

 

More than one item can be marked in the all lists:

This marking is shown on a sample list of tacho disc/days from driver's card. It works the same in all other lists.

 

Marking items From - To

1.Click the first item "from" in the list (item 1 - Fig. bellow).

2.Press and holding down the key click on the item "to" in the list (item 2).

3.Depending on the needs (editing or deleting), click the icon: or (see: Lists toolbar).

Click to zoom in/out

Fig. Marking items in the list from - to.

Marking any items in the list

1.Click on any item in the list (item 1 - Fig. bellow).

2.Press and holding down the key click on any next items in the list (item 2).

3.Depending on the needs (editing or deleting), click the icon: or (see: Lists toolbar).

Click to zoom in/out

Fig. Marking any items.

Marking all items in the list

1.Click the right mouse button on any place in the list.

2.Select: Select all items from drop-down menu.

3.Depending on the needs (editing or deleting), click the icon: or (see: Lists toolbar).

 

 
click to expand/collapseAdditional elements of the list

Additional elements of lists toolbar:

•With the use of: and buttons companies may be imported from or exported to "xml" or "csv" file.

Irrespectively of filter settings, all the companies saved in program data base are exported.

 

<?xml version="1.0" encoding="UTF-8"?>

<root rowCount="1">

<firma>

 <nazwa>testowa</nazwa>

 <skrot>testowa</skrot>

 <wlasciciel>Jan Kowalski</wlasciciel>

 <e_mail>testowa@mail.pl</e_mail>

 <www>www.testowafirma.pl</www>

 <nip>PL954-23-04-534</nip>

 <regon>XXX121222</regon>

 <krs>XXX2324532</krs>

 <status>dobry klient</status>

 <typ_firmy>8</typ_firmy>

 <konta>

  <konto>

   <nr_konta>235t9530tw453q02u4t03qt</nr_konta>

   <bank>Lichwiar Bank</bank>

   <waluta>PLN</waluta>

   <czy_domyslne>1</czy_domyslne>

   <aktywne>1</aktywne>

  </konto>

 </konta>

 <adresy>

  <adres>

   <ulica>księżycowa</ulica>

   <nr_domu>456</nr_domu>

   <nr_m>2w2</nr_m>

   <kod>43-300</kod>

   <miasto>Bielsko-Biała</miasto>

   <panstwo>Polska</panstwo>

   <czy_domyslny>0</czy_domyslny>

  </adres>

  <adres>

   <ulica>sloneczna</ulica>

   <nr_domu>2</nr_domu>

   <nr_m>2</nr_m>

   <kod>00-001</kod>

   <miasto>Warszawa</miasto>

   <panstwo>Polska</panstwo>

   <czy_domyslny>1</czy_domyslny>

  </adres>

 </adresy>

 <kontakty>

  <kontakt>

   <imie>Lucjan</imie>

   <nazwisko>Nowak</nazwisko>

   <e_mail>nowak@lsmailsco.pl</e_mail>

   <nr_gg>q2356yw3gh</nr_gg>

   <skype>whbd3q</skype>

   <transid>325yw4</transid>

   <stanowisko>kierownik</stanowisko>

   <tel>+48 34645w5</tel>

  </kontakt>

 </kontakty>

 <telefony>

  <telefon>

   <numer>+48 q340951q</numer>

   <rodzaj>firmowy</rodzaj>

   <tel_fax>Telefon</tel_fax>

   <czy_domysl>1</czy_domysl>

  </telefon>

 </telefony>

</firma>

</root>

 

Description of important fields:

<firma>

 <skrot> - Abbreviated name of the company;

 <www> - Company website address;

 <status> - Tthe status of the company: dictionary value (after entering any value for the company status in the program dictionary, you can bring it up here.) Default values: "good customer,” "inactive customer," "potential customer,” "blocked customer";

<konto>

 <bank> - The name of the bank;

 <czy_domyslne> - Is the account default: "0" - no, "1" - yes;

 <aktywne> - Is the account active: "0" - no, "1" - yes;

<adres>

 <nr_m> - Address details: apartment number;

 <kod> - Address details: postal code;

 <czy_domyslny> - Is the address default: "0" - no, "1" - yes;

<kontakt>

 <stanowisko> - The position of the contact person: dictionary value. Default values "assistant,” "driver,” "manager,” "accountant,” "warehouse worker,” "mechanic,” "office worker,” "dealer";

<telefon>

 <rodzaj> - Type of the phone: dictionary value. Default values: "company,” "home";

 <tel_fax> - Phone mode: "Phone,” "fax,” "Phone and fax";

 <czy_domysl> - Is the phone default: "0" - no, "1" - yes;

 

 

 

Additional elements in drop-down menu:

•View attached files - displays the window with a list/preview of related documents/files;

Click the right mouse button on the selected file/document to open a drop-down menu in which the following options are available:

•Open - open the file using a default program,

•Open using... - open the file using any selected program;

•Copy file to... - copy the file to the desired location.

 

•Alter data for selected items (used to change certain parameters while there is no need for opening the edition window) ->:

➢Group – adding of a vehicle to vehicles group;

 

Company add/edit window includes the following tabs

Depending on the installed modules and user permissions, window can be expanded with additional fields/tabs - refer to the online help for the corresponding module.
Fields with blue frames are mandatory.

 

General data

This tab allows you to specify general details:

 

•Company - full name of the company;

➢in the next field, specify an abbreviated company name - the option is used when filtering, as well as specifies the directory in which data from TachoScan module is stored (images of record sheets, source files);

➢indicate whether the company is to have the own company status - option used during filtering;

•Address - enter the town/city (required);

•Headquarters or Department (subsidiary) - select if the company is a headquarters or a subsidiary. In case of Department (subsidiary) type in the headquarters in the field next to it;

•Company kind – the list defined a scope of activity, e.g. Insurance company or Garage - select one or several types of companies.

Values for these two lists are downloaded from dictionaries. There is no obstacle to use them to provide the lists with other meaning.

 

•Customer status - default: good customer or potential customer (free term from the library);

•Default currency - currency for the company default settlements. Useful especially for users of the modules Invoices, Shipment and Fleet;

•Credit limit - Useful for users of the module Shipment;

•Tax ID - European tax ID Number;

➢ - allows to check the correctness and validity of Tax ID (VAT number on VIES website) of the contractor and ensure that the business entity of the given Tax ID really exists;

•National Economy Register - national economy registry number;

•NCR - NCR number;

 

•Owner - the owner of the company being added.

•Email - email address.

•WWW site - www address.

•Nr gg, Skype, TransID - ID numbers of the selected IM;

 

Field allows you to enter any text.

 

 

 

 

Branches

 

In the lists, headquarters and all branches belonging to it are displayed.

 

 

Contacts

 

All addresses of a given company are displayed on the tab. In order to add a new address, provide the street name, building number and location. One of these addresses can be set as a default one and thus it will be automatically suggested by the program if the company is selected on a form. You can also input address for correspondence in this window, by selecting in the field "Kind of address" by selecting -> "mailing".

 

All contact details of a given company are displayed on the tab. It is enough to type a new name in order to add a new person.

 

All telephone numbers of a given company are displayed on the tab. The list positions "Telephone types" are downloaded from libraries. One of these telephone numbers can be set as a default one and thus it will be automatically suggested by the program if the company is selected on a form.

 

 

 

 

Accountancy

 

The tab displays a list of bank accounts of the company.

Using the lists toolbar you can add/edit or remove the selected account.

In the account add/edit window, one of the accounts can be set as the default, so it will automatically be proposed by the program in the appropriate fields.
For each of the accounts you can set a status: active/inactive.

In the fields in which you can select bank account, you will be able to filter the accounts based on the status (right-click in the bank account check box).

 

Settlement periods

To be able to manage settlement periods, you must first specify:

If no period is set.

The beginning of the first settlement period can only be changed by removing all settlement periods of a given company.

 

 

 

To add or remove settlement periods, use the ""list toolbar".

Click to zoom in/out

Fig. "Settlement periods" window

To add a new settlement period:

•select the month (year) until which settlement periods are to be inserted;

•specify the duration of the settlement period;

•press .

It is not possible to add a settlement period without maintaining data continuity. Each settlement period (except the first one) must follow the existing period.

If a settlement period which does not follow directly another period is added, the program will automatically fill in the missing periods, so that the "continuity" of periods is be maintained.

 

 

If the settlement period to be removed is different than the last one, the program in a new window will ask you to confirm the deletion of the subsequent settlement periods.

It is not possible to remove a settlement period without maintaining data continuity.

Exercise caution when removing settlement periods, because deletion of the period is irreversible.