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Quickstart Guides

🌐How to use Business Development features

🇩🇪Operations Germany

🚯Delete Cookies

Business Development

🤝Register a Lead

🔢Get a Quotation Reference Number

📝Modify Quotation Info

☁️Manage documents in the e-File

📋Clone and Modify a Quotation

🤫Hide a Quotation

🔖Turn Quotations into Bookings

🔗Link Quotation to a Booking

🔎Search past quotations

🆕Create a New Task

👨‍💼Manage Tasks

💲Register FAK rates

📜Pricing Templates with Values

📃Pricing Templates without values

💱Filter FAK Rates and Pricing Templates

📝Build a Quotation

💵Manage Options

📋Build from Clone

📰Build from Pricing Templates

👩‍💼Manage Quotation versions

✍️Quotations Editor

🖨️Print a Quotation

🍢Send Quotations from the Sales Dashboard

🫵Delegating and Sharing Quotations

🧲Attachments

⭐Favorite Quotes

😎Create New Booking

©️Copy to New Booking

📑Save the addresses of parties involved

🤝Create an Intra-house Booking

🏤Dealing with Intra-house Bookings as Agent

😶‍🌫️Create a Provisional Booking

🖇️Link a Booking to a Quotation

💨Operations Dashboard

🔍Filters in Operations Dashboard

🗺️Creating Routes

🎰Define your Workflow

💶Creating Invoices

❌Invoice Cancellation

🙉Booking costs

🧲Attachments

✏️Edit Attachments

©️Inherit route data from Booking

🌫️Create a new Route from an existing one

⚖️Supplier Evaluation

🗃️Consolidated Cargo

🦅How to Import Bookings

🤠Create and print an HB/L

🔐Close a Booking

📝Payment Requests

✈️Issue a HAWB

🎱View the Booking Summary

🕳️How to Remove a Booking

❌How to Cancel a Booking

↔️How to Delegate a Booking

🧐How to Search, Modify, and Cancel a Booking

🕵️Importing Bookings from Search Booking

📄Invoice Copying Function

☢️Registering Dangerous Goods in HBL

📊Data export for analysis from Search Booking

📋Creation of an Insurance Policy

📋Shipment Dashboard

📋Reuse template (cloned) (cloned)

🍺United States

System Management

👩‍💼Manage Directory Contacts

👩‍💼Directory Management

📋Credit Proposal and Authorization

🧐Understanding Administrative Groups

👨‍💻Billing Codes

🏗️Projects

💱How to Register Exchange Rates

📄Insurance Company Selection for Policies

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Quickstart Guides

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Updated 26 Oct 2023

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How to use Business Development features

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Docs powered by Archbee