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



Creating Purchase Orders & Purchase Invoices



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      Here you can set the operating currency your business uses. This will be used as the currency for financial reporting as well as the default billing currency for a quote/consignment. Costs can be set to default to their original currency or be ...

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      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 ...

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    • 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. ...