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
- 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
