Videos

Videos

Setting up the system


Setting up the dashboards


Setting up the address book


Address Book Organisation Identities


Adding billing accounts to the address book


Creating a quote


Creating a Consignment


Giving a customer access to the portal (CocoonTMP)


Adding charge codes


Creating reason codes for quote being closed as won or lost


Managing transports



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    • 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 ...

    • Transport

      The transport module allows you group movements attached to consignments together based on a single transport entity (vessel, aircraft or tuck). Operational Movements are used to represent the movement of a single transport entity. The manifest for ...

    • Multidrop Consignments

      Multidrop consignments allow you to manage multiple collections and deliveries. This is typically used where a single vehicle is utilised by a single customer and the freight charges are billed on a single invoice. Enabling Multidrop for a ...

    • 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 ...

    • Upload Address Book

      You can upload changes to the address book using the [ UPLOAD ICON ] in the left-hand menu. This allows you to make changes to the address book from other sources that can export their data. Or quickly make new entries in the address book quickly. ...