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Knowledge Base
Advice and Answers from CargoLink Team
Getting started
Forwarding company - first steps
Basic setup
Register a new company
Transportation company - first steps
Contacts
Adding a correspondence address
Adding a stamp/signature
Adding a contact to a company
- Video
Adding a new client to the system
- Video
Adding departments of organization
Adding logo
Adding insurances
Adding your own groups (available in the contact form)
Changing assigned organization/department to person
Excluding contact from suggestions
Setting trade credit
Setting approvals (client, subcontractor, is blacklisted)
Transports
Adding cargos total weight
Adding a vehicle and a driver in an order
Adding transport order 1:1
- Video
Adding overdue documents
Adding freight order from client
Adding services/products with default prices
Adding templates of initial and final information or graphics
Adding transport order from cargo
Assign net value in related document
Basic process of sea transport
Assigning margin
Changing assigned contact in transports document
Conversion of the margin
Copying a document
Creating a forwarding order
- Video
Filtering documents per route
Creating order from offer
Linking/unlinking related documents
- Video
Copying a document
Margin documentation
Price list for sea freight
Shipment kind
Billings
Accounting categories
Adding a collective invoice from transports documents list
Adding duplicate of invoice
Adding billings directly from transports documents
Changing statuses for payment
Adding statements and bank statement item
Adding transactions
Checking payments history
Conversion of currencies
Exporting to accounting
Exchange rate change on the invoice
Exporting transfers to a bank
Fixed annotations on the invoice
Issuing a correction invoice from an invoice
Issuing an invoice from a proforma invoice
Manual editing of the exchange rate and VAT items on the invoice
Merging billings
Settings notifications for billings
Setting send BCC copy to
Setting default bank account for billings
VIES - verifying the validity of a VAT identification number
Fleet
Adding vehicles
Vehicle insurance deadline notifications
Adding inspections
Adding refueling
Adding insurance
Administration
Adding a new user
- Video
Adding an exchange rate source
Adding default transports terms
Assigning department to the user
Adding email templates
Billing Settings
Editing a user
Deleting a user
Excluding addresses from suggestions
Sending emails - default email address
Getting reports
Setting custom mail sender
Setting and changing statuses only by authorized user
Setting an organization as VAT payer
Setting default currency and due days for billings docs
Setting default language for documents and contractors
Setting default currency for transport docs
Setting permissions
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Useful Videos for Transportation Professionals