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 ...
    • Managing Consignments

      The Consignments are managed through the button on the INSTRUCTIONS tab. To open a new Consignment: Click on the on the left-hand side of the page Enter the instruction information provided by the customer. Click the button Editing Instructions To ...
    • Consignments

      Consignments are used to manage bookings for the transport of freight in CocoonOPS. Import information about the consignment is show on the right-hand side of the screens. This shows the transport status and the financial status of the Consignment: ...
    • 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 ...