Visibility

Address Book

Company contacts and shipping addresses.

Maintain customers, vendors and partners with their addresses, classification and EDI status.

Open in Info-X

The screen

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What each number means

  1. 1
    Address

    Company contacts and shipping addresses.

  2. 2
    Add Company

    Create a company record.

  3. 3
    Export

    Download the address book.

  4. 4
    Total Companies — 112

    All companies.

  5. 5
    Active — 0

    Active companies.

  6. 6
    Inactive — 0

    Inactive companies.

  7. 7
    With EDI — 10

    Companies with an EDI code.

  8. 8
    All / Active / Inactive

    Status filter.

  9. 9
    Search

    Search by name, email or country.

  10. 10
    Classification

    Customer, BCO, NVOCC, Freight Forwarder, Agent, Exporter, Importer, Vendor, Carrier, Trucker, Terminal, Warehouse.

  11. 11
    A–Z

    Jump to companies starting with a letter.

  12. 12
    Company Address Book

    112 records, live data.

  13. 13
    Merge

    Merge duplicate companies (select rows first).

  14. 14
    Add New

    Add a company.

  15. 15
    Select box

    Tick rows for bulk actions.

  16. 16
    Company Name

    Column: company name.

  17. 17
    Merged

    Shows whether records were merged.

  18. 18
    EDI Code

    Link to the company's EDI profile.

  19. 19
    Address / City / State

    Postal address columns.

Hover a number to highlight its explanation. Click the screenshot to zoom.

Key areas

1

Counters

Total Companies, Active, Inactive and With EDI.

2

Classification filter

All, Customer, Vendor and more.

3

Actions

Add Company and Export.

How to use it

  1. 1Click Add Company.
  2. 2Enter name, address and classification.
  3. 3Save; use Export for a spreadsheet.