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<< back to knowledge base 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 transport order 1:1 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 Linking/unlinking related documents Margin documentation Price list for sea freight Shipment kind

transports

Adding templates of initial and final information or graphics

Creating templates:

  1. Select settings> transports from the menu.
  2. Choose SECTION tab.
  3. Click + ADD NEW.
  4. Fill in the form.
    Initial information appear above actions and cargos, final information are under.
    Initial graphic appear as first page, final graphic is the last.
    Ensure that 'is active' checkbox is marked.
  5. Click the SAVE button.

Adding information to a document:

  1. Select transports from the menu and click the + icon on documents.
    or
    Click the Add transport button on the dashboard.
  2. Choose proper doc.
  3. In the form, all templates that are currently active and are linked to this kind of document will be automatically shown in the 'sections' field.
    You can:
    - remove them,
    - reselect them,
    - create new templates by clicking ADD NEW + button.
  4. Fill in the remaining information.
  5. Click the SAVE button.

To verify the document, in the doc's details click PRINT/SEND> preview (the upper right corner).

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