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Knowledge Base
Advice and Answers from CargoLink Team
Getting started
Basic setup
Forwarding company - first steps
Register a new company
Transportation company - first steps
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 logo
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 freight order from client
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
Copying a document
Margin documentation
Shipment kind
Billings
Accounting categories
Adding a collective invoice from transports documents list
Adding billings directly from transports documents
Adding duplicate of invoice
Adding statements and bank statement item
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 a correction invoice from an invoice
Issuing an invoice from a proforma invoice
Manual edition of total net and total VAT
Merging billings
Setting default bank account for billings
Settings notifications for billings
Setting send BCC copy to
VIES - verifying the validity of a VAT identification number
Fleet
Adding inspections
Adding insurance
Adding refueling
Adding vehicles
Administration
Adding a new user
- Video
Adding an exchange rate source
Adding default transports terms
Adding email templates
Assigning department to the user
Billing Settings
Deleting a user
Editing a user
Excluding addresses from suggestions
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 default language for documents and contractors
Setting permissions
YouTube Channel
Useful Videos for Transportation Professionals