Connect Factoring Company to Division

Introduction: In a transportation management system (TMS), connecting a factoring company to a division is crucial for streamlining the invoicing process. This guide will walk you through the steps to associate a factoring company with a specific division.

Step 1: Access Division Settings

1. Start by logging into the TMS and accessing the settings.

2. In the settings menu, find and select "Divisions." This is where you can manage the various divisions within your organization.

Step 2: Choose the Division

1. From the list of divisions, locate and click on the specific division to which you want to connect a factoring company. This is the division where loads will be booked.
   
   

Step 3: Update Factoring Company

1. Inside the division's profile, you will find various settings and information.

2. Look for an option related to the factoring company. This option might be labeled as "Factoring Company" or something similar.

3. To connect a factoring company to the division, click on the "Update" or "Edit" button next to the factoring company setting.

Step 4: Choose the Factoring Company

1. A selection window or menu will appear, allowing you to choose the factoring company that should be associated with this division.

2. Browse through the available factoring companies and select the one that applies to this division. This association is essential for automated invoicing.

3. Once you've made the selection, confirm your choice. The factoring company is now connected to the division.
   
   

Conclusion: By following these steps, you have successfully connected a factoring company to a specific division within your TMS. This association ensures that when loads are booked under this division, the appropriate factoring company is automatically selected during the invoicing process. This simplifies the accounting and billing procedures for your transportation management system.