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