Tutorials
Tutorials
Getting Started
See All >- Getting Started Upcoming Milestones
- Getting Started Tutorial: Adding a Carrier AWB Number to an Air Waybill
- Getting Started Tutorial: Filtering Jobs by Completed Status
- Getting Started Login Help
- Getting Started Adding documents to jobs
- Getting Started Ports, depots & airports
- Getting Started Voyage manager
- Getting Started Job 'updates' feed
Tutorials
Fundamentals
See All >- Fundamentals Generating a Bulk Invoice for a Customer
- Fundamentals How to generate a Cargo Insurance Quote and get the Policy through Oppi
- Fundamentals Tutorial: Creating and Editing a Customer Status Filter
- Fundamentals Setting reminders and follow ups
- Fundamentals Searching, sorting and filtering lists
- Fundamentals Generating output documents from booked jobs
- Fundamentals Duplicating jobs
Tutorials
Advanced Topics
See All >- Advanced Topics Xero - Keeping The Connector Up-To-Date
- Advanced Topics Setting up the Xero connector
- Advanced Topics Send customer notifications for job status changes
- Advanced Topics Quotes - reason for rejection
- Advanced Topics My upcoming milestones dashboard
- Advanced Topics Customizing invoice, credit note and quote templates
- Advanced Topics Assign a customer to a team member
- Advanced Topics Adding additional invoice and quote contacts
Tutorials
Tools & Settings
See All >- Look & Feel Theme Settings
- Output Document Settings Document Settings
- General Settings Change the Next Invoice Number
- General Settings Change the Next Grouped Job Number
- General Settings Change the Next Quoted Job Number
- General Settings Change the Next Booked Job Number
- General Settings Edit the Kilos Per LDM (Air Freight)
- General Settings Edit the Kilos Per CBM (Air Freight)