Creating a New Company

Creating a company in Portmasters allows you to register business entities and their details in your system.

Step-by-step process

Navigate to the Manage section and click on the Company tab.
Click the + New Company button in the top right corner.
The New Company dialog will appear.

Required and optional fields

Kind

Select the company type using the check buttons.
Options include:
- Trader – Companies that buy or sell cargo/freight services.
- Line/Forwarder – Shipping lines or freight forwarding companies.
This classification helps organize and filter companies by their business function.

Company name

Enter the official registered business name.
This is the primary identifier for the company.
Use the complete legal name as it appears on official documents.

Local name

Enter the company name in the local language (if different from the official name).
Optional field for companies operating in regions with non-English languages.
Helps with local documentation and communication.

Economic/Tax ID

Enter the company’s tax identification number.
Also known as EIN, VAT number, or Tax ID, depending on jurisdiction.
Format varies by country (e.g., 12-3456789, DE123456789).
Required for invoicing, customs documentation, and legal compliance.

National ID

Enter the national business registration number.
Government-issued company registration identifier.
Format varies by country.
Used for legal verification and official documentation.

Phone number

Enter the company’s primary contact phone number.
Include country code for international numbers.
Format: + [country code] [number].

Email

Enter the company’s primary email address.
Used for official communication and notifications.
Ensure this is a monitored business email.

Address

Enter the company’s complete physical address.
Include street, city, state/province, postal code, and country.
Appears on shipping documents and invoices.

Contact person

Select a contact person from the dropdown menu.
Click the + icon to add a new contact person if needed.
Contact persons must be created in the Individual Management section first.
Links a specific individual to the company for communication.

Remark

Enter any additional notes or comments about the company.
Optional field for internal reference.
Can include: business relationship details, special requirements, service notes.

Click the See the preview button to review your company information before saving.

Preview and confirm

After clicking See the preview, you’ll see a comprehensive summary of the company registration.

Preview displays:

Company header

Company icon and name.
Local name if provided.
Kind badge indicating company type (e.g., Trader).

Company details

Economic/Tax ID – Tax identification number.
National ID – Business registration number.
Phone number – Contact phone.
Email – Contact email.
Contact person – Assigned contact name.
Address – Complete business address.
Remark – Any notes entered.

The preview dialog shows the message: “Please check all information before publish it.”

Final actions

Click Edit to go back and make changes to any field.
Click Save to register the company.

Once saved, you’ll see a confirmation message:
“The company successfully created. You can see and manage the company in the company tab on manage.”