FeaturesCoreCompany Wizard
Core
Spec V1.5 | March 2023

Company Wizard

Clone Company Configurations Instantly

Copy an existing company's complete configuration to a new company in minutes. Clone workflows, carriers, labels, slotting controls, and more. Essential for 3PLs onboarding new clients quickly.

Company Copy Wizard
Step 2 of 3
Source Company
RockAudio
Guitar Parts Distribution
New Company
YogaRUs
Yoga Clothes & Accessories
Copy Options

What Is Company Wizard?

Company Wizard (also known as Company Copy Wizard) is JASCI's rapid onboarding tool that clones an existing company's complete configuration to a new company. Instead of manually configuring containers, workflows, carriers, labels, and dozens of other settings, you copy everything from a proven template in minutes.

This is especially valuable for 3PLs who onboard new clients regularly. Rather than spending days setting up each new company from scratch, you maintain a few well-configured "template" companies and clone them for new clients—then customize only what's different.

Key Value

A 3PL that previously took 3-5 days to onboard a new client can now complete the technical setup in under an hour. The wizard copies 20+ configuration tables, handles duplicate detection automatically, and provides a complete audit trail of everything copied.

The wizard intelligently separates "always copy" items (containers, workflows, carriers) from optional items (workbenches, carts, LPNs, Gravity profiles). You choose what to include based on how similar the new company will be to the source.

Minutes
Setup Time
Not days of configuration
20+
Tables Copied
Complete configuration
1-5
FCs at Once
Multi-site deployment
100%
Auditable
Full traceability

What Gets Copied

The wizard handles both mandatory and optional configuration tables.

Always Copied

These core configurations are copied automatically every time.

Containers
Box types, dimensions, and carrier restrictions
Smart Tasks
Automated task executions and sequences
Workflows
Work flow headers and steps
Work Type Assignments
Work type routing and configuration
Slotting Controls
Slotting rules and parameters
Carriers & Service Levels
Carrier definitions and shipping options
General Codes
Company-specific code tables
Label Assignments & Definitions
Label templates and printer routing
Doors
Dock door configurations

Why Company Wizard Matters

Manual company setup is slow, error-prone, and doesn't scale.

The Problem

Setting up a new 3PL client takes days of manual configuration

Wizard Solution

Clone an existing client's setup in minutes with full customization options

The Problem

Inconsistent configurations between similar companies

Wizard Solution

Start from proven templates and modify only what's different

The Problem

Risk of missing critical settings during manual setup

Wizard Solution

Complete configuration copy ensures nothing is overlooked

The Problem

New companies need Gravity dashboards built from scratch

Wizard Solution

Public Gravity profiles are automatically cloned with all queries

The Problem

Multi-site deployments require repetitive configuration

Wizard Solution

Copy to up to 5 fulfillment centers in a single operation

Key Capabilities

Everything you need to clone company configurations safely and efficiently.

Full Configuration Clone

Copy containers, workflows, work types, slotting controls, carriers, labels, doors, and general codes from a source company to a new company in one operation.

Selective Component Copy

Choose which optional elements to include: workbenches, carts, LPNs, team member authorities, Gravity profiles, IF controls, and location profiles.

V1.1+

Multi-Fulfillment Center Support

Copy configurations to up to 5 fulfillment centers simultaneously. Perfect for multi-site operations sharing common setups.

Inline Company Creation

Create a new company on the fly without leaving the wizard. Seamlessly integrates with Company Maintenance for complete setup.

Smart Duplicate Detection

Automatically skips records that already exist in the target company, preventing duplicates while safely copying new configurations.

Gravity Profile Cloning

Copy public Gravity work profiles and their queries to give new companies instant access to proven work visibility dashboards.

V1.3

Cart & LPN Management

Optionally copy cart configurations with intelligent LPN handling. Pre-labeled carts retain their LPN assignments; others start fresh.

V1.5

Full Audit Trail

Every copied record is stamped with the team member, date, and "COPY" task identifier for complete traceability.

How It Works

From source selection to complete copy in six straightforward steps.

1

Select Source Company

Choose the company whose configuration you want to copy. All companies in the tenant are available.

2

Choose or Create Target

Select an existing company or click New Company to create one inline via Company Maintenance.

3

Select Fulfillment Centers

Choose 1-5 fulfillment centers where the copied configuration will be applied.

4

Configure Copy Options

Toggle optional elements: workbenches, carts, LPNs, authorities, Gravity profiles, IF controls, location profiles.

5

Review & Execute

Confirm the copy operation. Watch progress as each table is processed with visual feedback.

6

Edit & Customize

Optionally edit the new company's settings via Company Maintenance to fine-tune the configuration.

What Makes Company Wizard Different

Purpose-built for rapid 3PL client onboarding.

Minutes, Not Days

What traditionally takes days of manual configuration is reduced to a few clicks. 3PLs can onboard new clients in a single day instead of weeks.

Intelligent Defaults

The wizard knows which tables to always copy (containers, workflows, carriers) and which are optional (carts, LPNs). No guesswork required.

Safe & Auditable

Duplicate detection prevents overwrites. Every record is stamped with who copied it and when, maintaining full audit compliance.

Frequently Asked Questions

Ready to Accelerate Client Onboarding?

See how Company Wizard can help you onboard new 3PL clients in minutes instead of days.