Organisations

Organisations

Organisations have the following:

Ops Label
The identifier user for the organisation in CocoonOPS
Name
The formal name of the organisation
Roles
Identifies the type(s) of relationship you have
Billing Account
Reference to link revenue to a finance account
Payable Account
Reference to link costs for a finance account
Billing Address
Used to address invoices and credit notes (if entered against your own address book entry, this is used as the default for the consignment settlement office)
Billing Contact
Billing contact for the organisation
Principal Contact
Primary point of contact for the organisation
Identities
Number and References that are allocated to the organisation




Organisational roles are used to identify the relationship you have with them.

An organisation can have more than one role.

The following organisation roles are available:

Role
Description
Customer
The organisation contracting services from you
Consignor
Sending party for consignments
Consignee
Receiving party for consignments
Notifiable Party
Party that is notified of key events for consignments
Agent
A party acting on behalf of your organisation
Customs Agency
A government organisation responsible for customs enforcement
Customs Broker
Provides customs clearance services
Haulier
Provides road freight services
Air Carrier
Provides air freight services
Ocean Carrier
Provides sea freight services
Rail Carrier
Provides rail freight services
Barge Carrier
Provides inland waterway freight services
Express Carrier
Provides Express Courier Services
Insurance Provider
Provides insurance services
Blacklisted
This organisation should now be used


Create Organisation

To create a new origination in the address book:
  1. Click the [ + ] button in the left-hand menu.
  2. Complete the dialog box that is presented
  3. Click the [ SAVE ] button

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