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Quickstart Guides
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How to use Business Development features
đŠđĒ
Operations Germany
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Delete Cookies
Business Development
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Register a Lead
đĸ
Get a Quotation Reference Number
đ
Modify Quotation Info
âī¸
Manage documents in the e-File
đ
Clone and Modify a Quotation
đ¤Ģ
Hide a Quotation
đ
Turn Quotations into Bookings
đ
Link Quotation to a Booking
đ
Search past quotations
đ
Create a New Task
đ¨âđŧ
Manage Tasks
đ˛
Register FAK rates
đ
Pricing Templates with Values
đ
Pricing Templates without values
đą
Filter FAK Rates and Pricing Templates
đ
Build a Quotation
đĩ
Manage Options
đ
Build from Clone
đ°
Build from Pricing Templates
đŠâđŧ
Manage Quotation versions
âī¸
Quotations Editor
đ¨ī¸
Print a Quotation
đĸ
Send Quotations from the Sales Dashboard
đĢĩ
Delegating and Sharing Quotations
đ§˛
Attachments
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Favorite Quotes
Operations
đ
Create New Booking
Šī¸
Copy to New Booking
đ
Save the addresses of parties involved
đ¤
Create an Intra-house Booking
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Dealing with Intra-house Bookings as Agent
đļâđĢī¸
Create a Provisional Booking
đī¸
Link a Booking to a Quotation
đ¨
Operations Dashboard
đ
Filters in Operations Dashboard
đēī¸
Creating Routes
đ°
Define your Workflow
đļ
Creating Invoices
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Invoice Cancellation
đ
Booking costs
đ§˛
Attachments
âī¸
Edit Attachments
Šī¸
Inherit route data from Booking
đĢī¸
Create a new Route from an existing one
âī¸
Supplier Evaluation
đ
Keep Notes
đī¸
Consolidated Cargo
đĻ
How to Import Bookings
đ¤
Create and print an HB/L
đ
Close a Booking
đ
Payment Requests
âī¸
Issue a HAWB
đą
View the Booking Summary
đŗī¸
How to Remove a Booking
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How to Cancel a Booking
âī¸
How to Delegate a Booking
đ§
How to Search, Modify, and Cancel a Booking
đĩī¸
Importing Bookings from Search Booking
đ
Invoice Copying Function
âĸī¸
Registering Dangerous Goods in HBL
đ
Data export for analysis from Search Booking
đ
Creation of an Insurance Policy
đ
Shipment Dashboard
đ
Reuse template (cloned) (cloned)
đŽ
Mexico
đē
United States
đē
Germany
System Management
đŠâđŧ
Manage Directory Contacts
đŠâđŧ
Directory Management
đ
Credit Proposal and Authorization
đ§
Understanding Administrative Groups
đ¨âđģ
Billing Codes
đī¸
Projects
đą
How to Register Exchange Rates
đ
Insurance Company Selection for Policies
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