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<< back to knowledge base Adding a stamp/signature Adding a correspondence address Adding a contact to a company Adding a new client to the system Adding logo Adding departments of organization Adding your own groups (available in the contact form) Excluding contact from suggestions Setting trade credit Changing assigned organization/department to person Setting approvals (client, subcontractor, is blacklisted)

contacts

Adding insurances

  1. Select contacts from the menu.
  2. Click on the given organization.
  3. Switch to the INSURANCES tab.
  4. Click on the + icon and fill the form.
  5. Click the save button.

Principles of operation:

  1. Checking only if status is changed from draft to any else (except canceled).

  2. Checking conditions of insurance:
    a) kind:

    • road carrier - required for 'road freight order to' documents
    • road forwarder - required for 'road forwarding order to' documents

    b) expiration date - comparing with dates from actions (loading and unloading)
    c) type:

    • domestic – actions only in contractor's country
    • international - actions in at least two different countries (contractor’s country can be one of it)
    • cabotage - actions only in one country different than contractor's country

To activate checking insurance in system click on your name on the left side below the CargoLink logo, select company settings > system.
Click the checkbox 'transport insurance active' and save.
In addition, in modules settings > transports set the field 'document default status' to 'draft'.

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