In ShipX, the dynamic nature of the system allows company to be used as a base class to cover all company types. This includes Billing Customer, Shipper Consignee, Port, Depot, Forwarder, etc.


Step 1: Basic Company Details

To create a company, go to Manage > Companies.

Click on the button to create a new company.



Fill in the fields accordingly:

  • Code: A unique code used to reference the company.
  • Company name: The display name for the company.
  • Description: Any additional description to be attached to the company.
  • Company Types: Choose company type(s) among the available choices:
    • Billing
    • Customs
    • Depot
    • Forwarder
    • Freight Forwarder
    • Haulier
    • Liner
    • One Time Vendor
    • Port
    • Service Company
    • Shipper Consignee
    • Shipping Agent
    • Transit Yard
    • Transporter
    • Vendor
    • Warehouse
  • Bill To: If a billing party for jobs for this company already exists as another company in ShipX, select one.
  • Currency: Currency used in invoices for this company.
  • Country: Country in which jurisdiction the company is registered in.
  • Tags: Labels relevant to the company.

One you've filled up the form, clickto create the company.


Step 2: Financial Details

Once your company is created, scroll down and you will see a section called 'Codes'


Fill up the fields according to the relevance:

  • Code: Company Code. Same as above. Do not change.
  • Debtor Code: Reference for Sage integration.
  • Debtor Term: Payment term for the debtor account.
  • Creditor Code: Reference for Sage integration.
  • Creditor Term: Payment term for the creditor account.
  • Bulk Bill: Refer to this article