Getting Started
Quick start to increase your sales and optimize your operations!
Create Freight Forwarder's Account
Update Freight Forwarder Profile
a. Click the “UPLOAD AVATAR LOGO” button and choose a file to be uploaded as your logo.
b. Drag the crop controller to fit your logo. Recommended dimension is 190x190.
c. Click the “SAVE AVATAR LOGO” to update your logo.
Setup Freight Forwarder Quotation Data
a. RFQ Settings - This contains the data that will be displayed on the client’s end when requesting for quotation.
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- Mode of Shipment - defaults are Air Freight, Land Freight and Sea Freight
- Sea Freight Containers - defaults are Standard, High Cube and Reefer
- Frequency of Shipment - defaults are Weekly, Monthly, Yearly and Quarterly
- Container Size - defaults are 10 footer, 20 footer and 40 footer
- Land Freight Vehicle Type - defaults are 4-wheeler, 6-wheeler and 10-wheeler
- Commodities - defaults are General Cargo, Heavy Equipments and Dangerous Cargo
- Incoterms - defaults are CIP - Carriage and Insurance Paid (TO), CPT - Carriage Paid To, DAP - Delivered At Place, DAT - Delivered At Terminal, DDP - Delivered Duty Paid, ExW - Ex Works, FCA - Free Carrier, CFR - Cost and Freight, CIF - Cost Insurance and Freight, FAS - Free Alongside Ship and FOB - Free on Board
- Confirmation message for RFQ - this is the message that will show when the client has been successfully requested a quotation and an available location rate is found.
- Confirmation message for RFQ(Pending) - this is the message that will show when the client has been successfully requested a quotation but no available location rate has been found.
b. Signature - this will appear in the billing invoice for your additional charges.
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- Draw your signature on the canvas. You can use the “Clear” or “Undo” buttons to change the signature you have drawn in case you made a mistake.
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- Click the “Download” button to generate an image of the signature you have drawn.
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- Below the canvas, upload your generated signature.
Payment Method Billing - these will be the list of the payment method that will be available when creating a billing.
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- Click “Add” button to add new payment method
Setup Location Rates
a. Click the “ADD NEW” button on the upper right of the table.
b. Fill in the fields for your location rate data
- Country Origin
- City Origin
- Country Destination
- City Destination
- Commodity
- Mode of Shipment
- Air Freight - Weight Break
- Land Freight - Rate per trip
- Sea Freight - Type of Shipment and Port of destination
- Additional Charges
- Notes
- Terms and Condition
- Click the “Save Changes” button to save your new location rate.
a. Click the “ADD NEW” button on the upper right of the table.
b. If there are pending requests, a dropdown will appear as the very first field wherein you can select which request will you add as a location rate.
c. After you have chosen a request, the other fields will be auto populated depending on the data the request has.
d. Fill in the rates fields for the quotation and the other empty fields.
e. Click the “Save Changes” button to save your new location rate.
- Click the update icon of the location rate you want to update.
- Update the fields you want to change.
- Click the “Save Changes” button to update your location rate.
- Click the trash icon of the location rate you want to update.
- Confirm from the popup to successfully remove the location rate.
- You can also bulk remove the rates by selecting the location rates you want to remove. Click the “Remove” button at the bottom of the table