Efficiently setting up companies and depositors in Mantis LVS ensures smooth operations and seamless workflows. While the process may seem like a maze of steps at first glance, breaking it down makes it much more manageable.
This guide is here to light the way, showing you exactly how to complete the setup without any hiccups. With clear instructions and a systematic approach, you’ll have everything up and running in no time. Let’s start by understanding what depositors and companies are and what are their roles.
The Role of Companies and Depositors in Mantis LVS
In the context of 3PL businesses, companies in Mantis LVS represent the organizational structure of the 3PL provider, centralizing data and operations across multiple clients and warehouses. They enable the 3PL to efficiently oversee logistics activities, such as inventory management, order processing, and billing while maintaining separation between different clients or regions.
Depositors, on the other hand, represent the 3PL’s clients—businesses that store their goods in the warehouse. Each depositor account is tailored to the specific needs of a client, managing their inventory, access permissions, and operational workflows linked to logistics sites. This ensures accurate tracking, accountability, and personalized service for each client.
Together, companies and depositors create a strong framework that enables 3PL providers to manage multiple clients seamlessly while maintaining operational efficiency and accuracy. This structure supports the dynamic needs of 3PL operations, ensuring scalability and exceptional service delivery.
Setting up Companies in Mantis LVS: Step-By-Step Process
Setting up companies and depositors in Mantis LVS can seem a bit challenging, but breaking it into clear steps simplifies the process. Here is the process that you need to follow for setting up a company in Mantis:
Step 1 – Accessing the Tools
Begin by heading to the Administrator Tools tab. Inside, you’ll find a section labeled Miscellaneous. Clicking on it will reveal a list. From this list, select Companies.
Step 2 – Creating a New Company
After selecting Companies, move to the New Tab. This is where you’ll create your company.
Step 3 – Entering Details
Carefully fill in all relevant information about the company. This might include the company name, address, contact information, or other identifiers specific to your setup.
Step 4 – Finalizing the Company
Once all details are entered, click on Insert. To confirm the company has been successfully created, use the Company Search function. This ensures you can retrieve and manage company data as needed.
Setting Up a Depositor in Mantis LVS: Step-By-Step Process
Adding a depositor in Mantis offers granular control over inventory and permissions. Here is the step-by-step process that you need to follow for setting up a depositor in Mantis.
Step 1 – Accessing the Depositor Section
Begin in the Admin Tools area. From there, locate and click on the Depositors option.
Step 2 – Viewing Existing Depositors
A list of existing depositors will appear. To add a new depositor, proceed to the New Tab.
Step 3 – Creating a Depositor Code
Assign a unique code to the depositor. This code acts as their identifier within the system.
Step 4 – Linking to a Company
Choose the company you recently created and link it to this depositor. This step ensures proper association between the company and the depositor.
Step 5 – Assigning Rights
Decide on the level of access and functionality the depositor will have. Tick the appropriate boxes to grant the desired rights.
Step 6 – Defining the Logistic Site
Specify the logistic site associated with this depositor. This is an essential detail for operational purposes.
Step 7 – Finalizing the Depositor
After completing all fields, press Insert. Use the Search Tab to confirm the new depositor is active in the system.
Common Tips for a Smooth Setup
A little preparation can make setting up companies and depositors hassle-free. Below are a few small steps that go a long way in keeping your system organized and reliable:
- Double-check Details – Any errors during entry could cause issues down the line. Ensure all fields are correctly filled.
- Plan in Advance – Have all company and depositor details ready before you begin. This saves time and avoids backtracking.
- Use Search Functions – After creating a company or depositor, the search functions help verify their setup.
By following these straightforward steps, you’ll establish a strong foundation within Mantis. This guide ensures no stone is left unturned in the process.
Final Words
Setting up companies and depositors in Mantis doesn’t have to be complicated. Following these straightforward steps can help you establish a well-structured system that supports seamless operations. A properly configured Mantis system becomes a powerful tool for managing business operations with confidence and clarity.
If you are not sure how to optimize your Mantis setup further, Shispare offers expert guidance and tailored solutions to help you get the most out of your system. Reach out to us today and take your operational efficiency to the next level!
