1
Obtain your account
Receive your organization-specific web address, individual user name, temporary password, office/branch, and assigned role.
2
Sign in and secure the account
Change the initial password when required. Never share credentials.
3
Verify access
Confirm the expected menus and actions. Report missing or excessive access before processing live data.
4
Confirm master data
Check customers/vendors, carriers, ports/airports/routes, currencies/rates, charge codes, taxes, and account mappings required for your work.
5
Create a controlled first order
Use a training or approved test case. Select the freight module, create the order, enter parties/cargo/route/dates, and save.
6
Confirm the job reference
Record the generated reference and use it in later documents and charges.
7
Add required documents and charges
Prepare the appropriate transport document and enter buying/selling charges using approved data.
8
Complete approvals and finance
Follow the configured approval, bill/invoice, payment/receipt, and posting workflow.
9
Verify reporting
Confirm the job, open balances, journals, and profitability appear correctly for authorized users.
First-day checklist
- I can sign in with my own account.
- My office/branch and role are correct.
- I see only the modules required for my work.
- I know who approves my transaction types.
- Required master data is present and active.
- I understand Save, approval, posting, cancellation, and closing.
- I know the internal support and security escalation channels.
Continue learning
Navigation
Lists, details, search, filters, actions, reports, and exports.
Shipment lifecycle
The complete operations-to-finance flow.