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Knowledge Base

Advice and answers from CargoLink Team

Getting started
  • Basic setup
  • Register a new company
Contacts
  • Adding a correspondence address
  • Adding a stamp/signature
  • Adding a new client to the system- Video
  • Adding a contact to a company- Video
  • Adding departments of organization
  • Adding insurances
  • Adding your own groups (available in the contact form)
  • Changing assigned organization/department to person
  • Excluding contact from suggestions
  • Setting approvals (client, subcontractor, is blacklisted)
  • Setting trade credit
Transports
  • Adding cargos total weight
  • Adding transport order 1:1- Video
  • Adding overdue documents
  • 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
  • Assigning margin
  • Basic process of sea transport
  • Changing assigned contact in transports document
  • Conversion of the margin
  • Copying a document
  • Creating a forwarding order- Video
  • Creating order from offer
  • Filtering documents per route
  • Linking/unlinking related documents- Video
  • Margin documentation
  • Shipment kind
Billings
  • Accounting categories
  • Adding a collective invoice from transports documents list
  • Adding billings directly from transports/inventory documents
  • Adding transactions for multiple documents at once
  • Adding transactions
  • Changing statuses for payment
  • Checking payments history
  • Conversion of currencies
  • Exporting to accounting
  • Exporting transfers to a bank
  • Issuing an invoice from a proforma invoice
  • Manual edition of total net and total VAT
  • Merging billings
  • Setting default bank account for billing
  • Setting send BCC copy to
  • VIES - verifying the validity of a VAT identification number
Administration
  • Adding a new user- Video
  • Adding an exchange rate source
  • Adding default transports terms
  • Assigning department to the user
  • Billing Settings
  • Deleting a user
  • Excluding addresses from suggestions
  • Editing a user
  • Getting reports
  • Sending emails - default email address
  • Setting an organization as VAT payer
  • Setting and changing statuses only by authorized user
  • Setting custom mail sender
  • Setting default currency and due days for billings docs
  • Setting default currency for transport docs
  • Setting permissions
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Omilink Sp. z o.o. | ul. Szafera 3, 80-299 Gdańsk | ©2022. All rights reserved
Sąd Rejonowy Gdańsk-Północ w Gdańsku, VII Wydział Gospodarczy Krajowego Rejestru Sądowego | NIP: 5842816354 KRS: 0000965108 REGON: 521688415 | Kapitał zakładowy: 5 000,00 zł

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