Settings Tab: Set Up Your Company Details, Depot and Units
The Settings tab is where you set up your company in worxTMS: its name, contact details, address and the units it works in. Set it up first, before you add vehicles, rates or shipments, because worxTMS uses these details everywhere.
Why the Settings tab matters
- Your address is your depot: worxTMS measures every route from it, including the empty trip from your depot to the first pickup and back from the last drop
- Your formats run the whole system: choose km or miles once, and every shipment distance and every rate follows it
- Your time zone sets the clock: if it is wrong, every shipment time will look wrong
- Your Company ID connects you to others: share it to link up with other transport companies on worxLINK
Where to find it
Click Settings in the top menu. The Settings tab opens first. Next to it are the Vehicles and Carriers tabs.
Prefer to watch? Click the red video button at the bottom left of the Settings tab for a short video of this page.
The six areas of the Settings tab
1
Your Company ID
At the top of the right side you will find your Company ID, in the format WT-XXXXXX. It is your company's unique number in worxTMS. It is set for you and cannot be changed.
To let another company connect to you, click Copy and send them your Company ID. To connect to another company, ask for their Company ID and add it on the Carriers tab.
2
Your address and depot
The company address on this tab is your depot (your base). worxTMS measures routes from it, so a wrong address means wrong distances, wrong empty kilometres and a wrong profit after fuel. Your depot is set only here, not on the Addresses page.
- Search Address: type your address, like in Google Maps, and pick it from the list
- Locate & Autofill: fills in the address fields on the right from the map
- Map / Satellite: switch between the street map and the satellite photo
- Fullscreen button: makes the map bigger, so you can check the pin is on your yard
Check the street number. Google sometimes leaves it out. After Locate & Autofill, look at Street 1 and type the number in if it is missing.
3
Your company details
Fields marked ** must be filled in, or the tab will not save.
- Company Name**: your company name as your customers know it
- Contact Person, Contact Number, Company Email: your main contact details
- Visible to Others: not active yet, so changing it has no effect for now
- Street 1, Street 2: your street address
- City**, Province**, Country**, Postal Code: the rest of your address
4
Formats and time zone
These settings decide how worxTMS shows weights, sizes, dates, distances and times for your whole company. Set them before you enter real rates and shipments.
- Weight Format: kg or lb, for cargo weights
- Date Format: Y/m/d, d/m/Y or m/d/Y, for how dates are shown and typed
- Distance Format: km or mi, for route distances and whether your rates are per km or per mile
- Measurement Format: cm or in, for length, width and height
- TimeZone: your local time zone, for the times on your shipments
In South Africa? Most companies use kg, d/m/Y, km, cm and Africa/Johannesburg (UTC +02:00).
5
Save your changes
Click the green Update Company Setting button. worxTMS shows Saved successfully. To leave without saving, click Cancel.
6
Help video
The red video button at the bottom left plays a short video of the Settings tab.
How to set up your company details
1
Open the Settings tab
Click Settings in the top menu.
2
Find your address
Type your address in Search Address, pick it from the list and click Locate & Autofill. Check the street number in Street 1.
3
Fill in your company details
Enter your Company Name, contact person, number and email.
4
Choose your formats and time zone
Set your Weight, Date, Distance and Measurement Format, and your TimeZone.
5
Save
Click Update Company Setting and wait for Saved successfully.
Frequently asked questions
Where do I find my Company ID?
At the top of the right side of the Settings tab. Click Copy to copy it.
Can I change my Company ID?
No. It is fixed for your company.
Where do I set my depot address?
On the Settings tab. Your company address is your depot. It is not set on the Addresses page.
Why is the distance to my first pickup wrong?
worxTMS measures from your depot. Check your company address and the map pin on the Settings tab.
Why are the times on my shipments wrong?
Your TimeZone is probably wrong. Set it to your local time zone and click Update Company Setting.
My distances are in miles. How do I change to km?
Set Distance Format to km and click Update Company Setting.
The street number is missing from my address.
Google sometimes leaves it out. Type it into Street 1 and save.
What does Visible to Others do?
Nothing yet. It is not active.
My changes did not save.
Make sure you clicked Update Company Setting, not Cancel, and that Company Name, City, Province and Country are filled in.
Related articles
- Settings: Vehicles tab: add your vehicles and trailers
- Settings: Carriers tab: connect with other companies using their Company ID
- Route page: see distances measured from your depot
- Rates page: set your rates per km or per mile
- Addresses page: your customers' addresses and delivery points
✓ Your company is set up
Next, add your vehicles and trailers on the Vehicles tab, then connect with your carriers on the Carriers tab.
Set it up once. worxTMS uses it everywhere.