Knowledge Base
About DataloyRelease NotesAPI DocumentationJava VMS Documentation
Release 7.3
Release 7.3
  • Knowledge Base
  • Voyage Management System
    • VMS: Step-By-Step Guides
      • Vessels
        • Create Vessels
        • Copy Vessel
        • Find Vessels
        • Vessel Voyages and Port Calls
        • Vessel Speed and Consumption Data
          • Manage Main Engine Speed
          • Manage Bunker Types on Vessel
          • Manage Air Emissions
        • Load and Discharge Rates
          • Manage Load And Discharge Rates
        • Vessel Internal Data
        • AIS and Weather Reports
        • AIS-subscription
        • View Vessel Route from Previous Port to Next Port
      • Voyages
        • Create New Voyages
          • Create Voyage Charterer
          • Create Time Charter Out
          • Create Voyage From Template
          • Create Voyage Without Cargo
        • Find Voyages
        • Maintain Voyages
          • Overview tab
            • Vessel
            • Cargo
            • TC
            • Schedule
            • Profit/Loss Summary
              • Analysis
                • See Audit Log
            • Speed & Consumption
          • Cargo List
          • Bunkes
          • Various Cost/Revenue
          • Organisational Data
          • Invoices
          • Related
          • Voyage Functionalities
            • Bunker Prices
            • Converting Voyage to Template
            • Change Voyage Status
            • Configure Voyage as a “Last TC Voyage”
            • Change Voyage Reference Number/Voyage Number and Voyage Starting Year
            • Voyage Comparison
        • TC Voyages
        • Create Laytime Calculations
        • Delete Voyages
        • Voyage Map
        • Voyage Schedule
        • Voyage Edit Schedule
        • Voyage Alternative Routes
        • Voyage Functions
          • Sensitivity Analysis
          • Intake Calculation
        • Long Time Charter (TC) Voyage
        • Fixtures
        • Voyage Bunkers
      • Cargoes
        • Create New Cargoes
          • Create Cargo
          • Create Cargo From CoA Template
          • Create Cargo on TC Voyages
          • Create Cargo by Importing from Excel
        • Find Cargoes
        • Maintain Cargoes
          • Cargo drawer
            • Main Details
            • Change Cargo Status
            • Sub-cargoes
            • Various Cost/Revenue
            • Commissions
            • Freight Rate Tiers
            • Payment Terms
            • Comments
        • Cargo Drawer Actions
          • Allocate Cargo
          • Deleting Cargo
          • View Cargo History
          • Relet Cargoes
          • Transship and Preship Cargoes
          • Transfer Cargoes
          • Connecting to CoA
          • Removing CoA connection
        • Template Cargoes
        • Capacity Plan
        • Sub-cargo
      • Port Calls
        • Find Port Calls
        • Maintain Port Calls
          • Days Extra In Port
          • Speed Order
        • Register Noon Reports
        • Register Arrivals
        • Register Berths
        • Register Unberths
        • Register In Port Reports
        • Register Departures
        • Use Cost from Service Orders
          • Automating the Use Cost from Service order
        • View Overview on Port Calls
        • View Service Orders on Port Calls
        • View Bunker Orders on Port Calls
        • View Vessel Reports on Port Calls
        • View Port Log on Port Calls
          • Stoppages
        • Port Call Bunkers and Overview
      • Port Costs
        • Find Port Costs
        • Maintain Port Costs
        • View Service Orders of Port Costs
      • Contracts of Affreightment
        • Create Contracts of Affreightment
        • Maintain Contracts of Affreightment
        • Find Contracts of Affreightment
        • Contract of Affreightment Lines
          • Find Contract of Affreightment Lines
          • Create Contract of Affreightment Lines
          • Maintain Contract of Affreightment Lines
          • Template Cargoes
            • Create Template Cargo
            • Maintain Template Cargo
            • Find Template Cargo
      • Time Charter Contracts
        • Create Time Charter Contracts
        • Maintain Time Charter Contracts
          • Duration and Rates
            • Create Duration and Rates
          • Notices
          • Comissions
          • Payment Terms
          • Speed & Consumption
        • Print Statement of Account
      • Broker Commissions
        • Create Commissions
        • Find Broker Commission
        • Maintain Broker Commission
      • Bunker Orders
        • Create Bunker Orders
          • Create from a port call
          • Create bunker order from scratch
        • Maintain Bunker Orders
        • Find Bunker Orders
        • Stem Bunker Orders
        • Register Delivery Against a Bunker Order
        • Cancel Bunker Order
        • Delete Bunker Order
      • Service Orders
        • Create Service Order
        • Maintain Service Order
        • Delete Service Order
      • Laytime Calculations
        • Create Laytime Calculation
        • Find Laytime Calculation
        • Delete Laytime Calculation
        • Maintain Laytime Calculation
          • Status
          • Drawer Fields
          • Manage Cargo Ports
            • Cargo Port Fields
            • Statement Of Facts
              • Event
            • Timesheet
      • Bills of Lading
        • Create Bills of Lading
        • Attachments
        • Edit Bills of Lading
        • Delete Bills of Lading
        • Print Bills of Lading
        • Print Sea Waybills
      • Offhire
        • Create Offhire
        • Find Offhire
        • Maintain Offhire
          • Delete Offhire
          • Copy Offhire
          • Status
          • Overview
          • Various Cost/Revenue
          • Comments
      • Vessel Reports
        • Find Vessel Reports
        • Create Vessel Reports
      • Voyage Analysis Dashboard
        • Log In
        • Viewing and Managing Deviated Voyages
          • Viewing and Managing Deviated Voyages
          • Viewing Post Voyage Analysis Detail
          • No Freight Received
      • Invoices
        • Invoices List
        • Pending Invoices
        • Assembling Invoices
        • Invoice Drawer
        • Reversing an Invoice
      • Bunker Transactions
      • Accruals
        • Accruals
          • Batch Post Accruals
          • Generate Accruals
          • Find Accruals
          • Maintain Accruals
        • Bunker Stock Adjustments List
          • Batch Post Bunker Stock Adjustments
          • Bunker Stock Adjustment Drawer
        • Actuals list
        • Time Correction list
      • Status Transitions
      • Webhook Subscriptions
        • Create Webhook Subscription
        • Find Webhook Subscription
        • Maintain Webhook Subscription
          • Overview
          • Notification
      • Setup
        • Users
          • Create Users
            • Create a Vessel Master user
          • Maintain Users
            • Change User Passwords
          • Find Users
          • Disable Users
          • Multi-Factor Authentication (MFA)
            • Guardian Multi-Factor Authentication (MFA)
        • Security Roles
          • Find Security Roles
          • Create Security Role
          • Maintain Security Roles
        • Security Groups
          • Find Security Groups
          • Create Security Group
          • Maintain Security Groups
        • System Settings
      • Master Data
        • Companies
          • Manage Companies
        • Events
        • Taxes
        • Various Costs and Revenues
        • Vessel Types
        • Banks
        • Business Partners
          • Manage Business Partners
      • EU ETS Compliance
      • Attachments
      • Audit Log
      • Bulk Update
      • Comments
      • Notifications
      • Sorting and Filtering Lists
      • Customising List Columns
    • Oracle Database Compatibility
  • Fleet Allocation & Scheduling
    • FAS: Step-By-Step Guides
      • Capacity Plan
      • Fleet Plans
        • Open Positions Board
        • Scheduler Board
        • Cargo Management Board
          • Cargo Actions
        • FAS Voyages List
        • FAS Cargoes List
        • Voyage Actions
      • Scenarios
        • Find Scenario
        • Create Scenario
        • Maintain Scenario
        • Copy Scenario
      • Budgets
        • Create Budget Scenario
        • Template Voyages
          • Create Template Voyages
          • Find Template Voyages
          • Maintain Template Voyages
        • Budgeted Voyages
          • Find Budgeted Voyages
          • Bulk Updating Budgeted Voyages
    • Create Voyages (JVMS)
      • Create Commitment
      • Create Commitment from CoA
      • Create Commitment from Voyage Estimate
  • Dataloy Distance Table (DDT)
    • About Dataloy Distances
    • Routing and routing options
    • Custom Point using Latitude and Longitude
    • High-Risk Area (HRA) / Piracy Routing
    • Distances API
  • Dataloy Systems AS
    • Privacy Policy
    • GDPR Statement
    • Release Notes
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On this page
  • Creating a new Company
  • Edit Company details
  • Overview tab
  • Bank Accounts tab
  • Invoicing Preferences tab
  • Deleting a Company

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  1. Voyage Management System
  2. VMS: Step-By-Step Guides
  3. Master Data
  4. Companies

Manage Companies

PreviousCompaniesNextEvents

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Creating a new Company

To create a new Company, click the icon in the top right on the Companies list. This will bring up the Create Company modal. Fill in company name and code, and click create.

Edit Company details

To add or change details about a company, click on it in the Companies list. This will bring up the Company drawer.

Overview tab

From the overview tab, you can see all the important details of a company such as name, company registration number, VAT number, currencies, business units and more. If the company has a logo, it will also be displayed here.

The Default Signee field in the Main Details section will sign invoices by the company with the users signature, should it have one.

Company logo

If the company has a company logo uploaded to the system, it will show up in the Main Details section in the Overview tab.

A Company only has 1 logo. Uploading a new logo to a Company with an already existing logo, will replace the old logo.

Bank Accounts tab

The tab contains a list of all the bank accounts belonging to the company. The usual list operations are available, with two minor changes.

Invoicing Preferences tab

The invoice preferences tab has an overview of all togglable options for printing any invoice issues by the company. Any combination of options may be enabled. Below is a description of each option, as well as a comparison between the invoice with the option turned off, and all options turned off.

Option name
Description

Show Contact Person On Invoices

Shows the responsible contact person in the reference section in the top right of the invoice.

Show Company Address In Header

Displays the issuing company's address in the top of the invoice, instead of the bottom.

Show External Document No

Shows the data entered in the "External Document No" on the document above the payment details in the invoice.

Show Company Name Under Logo

Displays the issuing company's name underneath the logo in the header.

Show IMO On Invoice

Displays the vessels IMO number next to it's name.

Show Business Partner VAT Number

Shows the charterers VAT number underneath the payment details.

Show Issuing Company VAT Number

Shows the issuing company's VAT number underneath the payment details.

Sum Commission On Hire Invoices

Toggles summing of similar commissions on invoices that contains a charter hire line and the company is listed as issuing company.

Deleting a Company

Deleting a Company requires that the Company is both disabled, and has no link to any Voyage.

To upload or replace a company logo, click the button in the top right of the Company drawer to bring up the menu. Then click on the "Change Logo" option. This will bring up the modal for uploading a logo.

To add an already existing bank account, click on the icon in the top right of the list. This will bring up a window to select the account from a list, showing the bank, account number and currency. Click Add to add the account to the Company.

To create a new bank account, click on the button in the top right of the list. This will bring up a modal to create a brand new bank account. Fill in the required details, and click Create to add it to the Company.

Click the button in the top right corner of the Company drawer to bring up the menu. Then click the "Disable" option to first disable the Company. Next, open the menu again, and click "Delete".

Top right
Top right
Top section
Top section
External Document No above the payment details
External Document No above the payment details
Company name follows position of logo
2 "Less X% broker commission"-lines have been summed up to one.
No summing of the commission lines
Attempting to delete a company linked to a voyage, will disable the Delete option