Default Settings

Default Settings

Set the home country for you organisation, this is used as the default country for pick lists.

Here you can set the default units of measurement used in the system.

You can also turn on audit logging here.

Here you can configure how the references are created for the following items:

  • Consignments
  • Freight Items
  • Movements
  • Operational Movements

Audit Logging

Logging important changes that are made by users is controller here. If enabled, when significant changes are made, the changes are logged in the notes for the object in the system.

Cloning Quotes/Consignments

Maintain rate state when quote/consignment is duplicated allows you to maintain the current state of a rate when a quote or consignment is copied. Invoiced revenue rates will be duplicated with the Actual state.


Service Settings

You can set defaults for the following services:
  • Customer clearance - Defaults to this value unless the shipment route is domestic
  • Insurance - Defaults to required if switched on
    • Related Articles

    • Notification Settings

      Notifications are messages that are sent to external parties by the system. The following general settings can be configured: Logo use in the notification header Sign off salutation Footer For each notification you can set the content that is ...
    • Documents Templates

      he document settings allow you to configure the documents that are generated by the system. Firstly, configure the common components for all documents: Logo Your Address Common Footer If you are using the default document templates, the ideal size ...
    • Finance

      Here you can set the default currency and tax rate that is automatically applied to rates that you attached to quotes and consignments. You can also set the date for your company’s financial year end date. General Finance Settings Here you can set ...
    • Banking

      Here you can manage the account information that is available for use in documents that CocoonOPS generates. Universal Default Account You can set one account to be used as a fallback account where another account cannot be used for an invoice. ...
    • Exchange Rates

      CocoonOPS automatically imports currency exchange rates daily from freecurrencyapi.com which provides the intra-bank exchange rates. Use the Base Currency drop down to select the currency you want to work with. You can set a percentage adjustment for ...