Website logo
⌘
K
Quickstart Guides
🌐How to use Business Development features
🇩đŸ‡ĒOperations Germany
đŸš¯Delete Cookies
Business Development
🤝Register a Lead
đŸ”ĸGet a Quotation Reference Number
📝Modify Quotation Info
☁ī¸Manage documents in the e-File
📋Clone and Modify a Quotation
đŸ¤ĢHide a Quotation
🔖Turn Quotations into Bookings
🔗Link Quotation to a Booking
🔎Search past quotations
🆕Create a New Task
👨‍đŸ’ŧManage Tasks
💲Register FAK rates
📜Pricing Templates with Values
📃Pricing Templates without values
💱Filter FAK Rates and Pricing Templates
📝Build a Quotation
đŸ’ĩManage Options
📋Build from Clone
📰Build from Pricing Templates
👩‍đŸ’ŧManage Quotation versions
✍ī¸Quotations Editor
🖨ī¸Print a Quotation
đŸĸSend Quotations from the Sales Dashboard
đŸĢĩDelegating and Sharing Quotations
🧲Attachments
⭐Favorite Quotes
Operations
😎Create New Booking
Šī¸Copy to New Booking
📑Save the addresses of parties involved
🤝Create an Intra-house Booking
🏤Dealing with Intra-house Bookings as Agent
đŸ˜ļ‍đŸŒĢī¸Create a Provisional Booking
🖇ī¸Link a Booking to a Quotation
💨Operations Dashboard
🔍Filters in Operations Dashboard
đŸ—ēī¸Creating Routes
🎰Define your Workflow
đŸ’ļCreating Invoices
❌Invoice Cancellation
🙉Booking costs
🧲Attachments
✏ī¸Edit Attachments
Šī¸Inherit route data from Booking
đŸŒĢī¸Create a new Route from an existing one
⚖ī¸Supplier Evaluation
📓Keep Notes
🗃ī¸Consolidated Cargo
đŸĻ…How to Import Bookings
🤠Create and print an HB/L
🔐Close a Booking
📝Payment Requests
✈ī¸Issue a HAWB
🎱View the Booking Summary
đŸ•ŗī¸How to Remove a Booking
❌How to Cancel a Booking
↔ī¸How to Delegate a Booking
🧐How to Search, Modify, and Cancel a Booking
đŸ•ĩī¸Importing Bookings from Search Booking
📄Invoice Copying Function
â˜ĸī¸Registering Dangerous Goods in HBL
📊Data export for analysis from Search Booking
📋Creation of an Insurance Policy
📋Shipment Dashboard
📋Reuse template (cloned) (cloned)
🌮Mexico
đŸēUnited States
đŸēGermany
System Management
👩‍đŸ’ŧManage Directory Contacts
👩‍đŸ’ŧDirectory Management
📋Credit Proposal and Authorization
🧐Understanding Administrative Groups
👨‍đŸ’ģBilling Codes
🏗ī¸Projects
💱How to Register Exchange Rates
📄Insurance Company Selection for Policies
Docs powered by Archbee

System Management

0 min
Updated 18 Aug 2023
Doc contributor
Did this page help you?
PREVIOUS
How to create an Export Declaraction (ABD)
NEXT
Manage Directory Contacts
Docs powered by Archbee
Docs powered by Archbee