Business Process

How to edit or create BUYING AGREEMENTS?

How to edit or create a CUSTOMER SHIPMENT?

How to Create, Edit, and Manage a Sales Proposal in Freightools

This article explains the full lifecycle of a Sales Proposal (SP) created from Fast Quotation or Instant Quote, how each tab works, and how pricing, routing, documents, and communications are managed inside Freightools.

How to edit or create SELLING AGREEMENTS?

How to edit or create a BUYING INVOICE?

How to send a SALES PROPOSAL (SP) to your customer?

The sales proposal (SP) is the second step in the operation process. After a customer sends you an RFQ, you will receive a notification with Customer request and full shipment details, so you can quote the best price manually (that's if your customer has not already confirmed the RFQ on the customer portal).

Create a new columns template

Create a new columns template using the column picket tool

How to Cancel a CUSTOMER SHIPMENT? (CS)

How to cancel a customer shipment (CS) *This operation requires company admin permission

How to interface with Enfopack in Freightools

How to send data and documents to Enfopack

How to view all CS documents in one go

How to view all CS documents in one go

How to handle HBL in Freightools

How to handle HBL in Freightools - which fields populate the printout and how to change HBL type (draft/original/waybill)

Automatic service - Container autofill

Automatic service - container autofill in Freightools

How to create a new port in Freightools

Creating new seaport in Freightools

How to use parameters in an Email template

How to use the available parameters in an Email template in Freightools

How to handle consolidated/groupage shipment in Freightools

How to combine number of CS's into 1 SO

How to issue credit invoice in Freightools

How to issue credit invoice in Freightools

Copy SO fields on the same vessel/voyage

How to automatically copy data elements from SO to other SO's on the same vessel/voyage

How to delete report templates in Freightools

Deleting report templates in Freightools

Tags in Freightools

How to set up tags in Freightools

How to edit or create a SELLING INVOICE?