Knowledge Base
Advice and answers from CargoLink Team
Getting started
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
- 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 transport order from cargo
- Assign net value in related document
- Assigning margin
- Changing assigned contact in transports document
- Conversion of the margin
- Copying a document
- Creating a forwarding order- Video
- Creating order from offer
- Linking/unlinking related documents- Video
Billings
