Navigation Basics
Configuration of Upload format For Supplier
Once the Supplier format is configured into the system next step is to make the excel sheet for uploading purchase invoices in bulk. Follow the below link to view the excel format for upload. Click Here
Purchase Reconciliation
Purchase Reconciliation allows uploading Job & Non-Job purchase invoices in bulk.
Purchase Transactions
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Accessing Support
You can reach out to us via either of the channels Channel SLA Recommended For Email: support@shipmnts.com 1-2 Business Days Non Urgent or expansion requests like addition of module, new log in credentials In App Help Chat 10-15 Mins to first ...
Logging In/ Out of Shipmnts
This guide will tell you how to: Logging In Logging Out Logging In to Shipmnts Go to app.shipmnts.com Enter your Log In Credentials as provided by your Shipmnts Account Manager and click on Continue. Logging Out of Shipmnts To Log Out Click on your ...
Need to Learn Something?
You can access Shipmnts Knowledge Base by clicking on help on top right corner of your Shipmnts App Under the section Additional Resources you can click on Search Knowledge base for Answers or Understand the Basics of Shipmnts for accessing the Self ...
Ocean Export - Shipment Creation
Learn End to End Ocean Export Shipment Creation From Order Creation. Video With Timestamp 00:00 Intro 00:22 Ocean Export Customer Order 01:25 Create Ocean Export Customer Order(FCL) 01:37 Basic Details of Customer Order 04:04 Routing Details of ...
Sales Invoice Training
Learn with Us about Sales Invoice Creation in SHIPMNTS. Video With Timestamp 00:00 Intro 0:27 Navigate Sales Invoice Pending Report 1:11 Sales Invoice Pending Mechanism 6:27 Shipment Details Screen 6:41 Estimate Section of Shipment ( Buying and ...
Purchase Invoice Training
Learn with us How to Book Purchase Invoice in SHIPMNTS Video with Timestamp 0:00 Intro 0:01 Navigation Purchase Invoice Pending Report 0:17 Purchase Invoice Pending Report Mechanism 3:07 Estimate for the Purchase (Buy Rate) 3:31 Add Supplier against ...
Manual Credit Control
To Run Credit Control in SHIPMNTS. Assign Credit Status At the Customer Level. There are two ways to assign Credit status to the customer. Manually or Automatically. Let us Learn about how Manual works in this article. Manually - You can manually ...
Release Notes - 2022
Nov, 2022 Dec, 2022
Change/Reset Password
Click on Forgot Password on Log In Page Enter the registered email ID where you's like the reset Link to be sent Follow the instructions on your email.
Consolidated Sales Invoice
For example, You need to Raise the Rebate on the Ocean Freight invoice to a Customer named SKS INTERNATIONAL LOGISTICS PVT LTD against 2 shipments OFDEL/22-23/0434, OFDEL/22-23/0432 Step 1: Add Rebate on Ocean freight Charges in Estimates in Job no - ...
Consolidated Purchase Invoice
Shipment Status On Detailed Screen
How To Send Shipping Line Invoice Received Notification to Finance Team?
How To Set Credit Limit & Over Due Limit
Understanding Credit Control Parameters.
Credit Status at a Customer Level is Auto Identified based on rules which can be configured on Following Parameters: Credit Limit Utilisation Overdue Limit Utilisation Overdue Amount Outstanding Amount Credit Limit OverDue Limit How is Credit Limit ...
How to Manually Set Credit Status Against the Customer?
Quotation
A Sales quotation is a document that tells a potential client how much your product or service will cost.
How to make a Reversal/Cheque bounce entry?
Introduction: “Payment reversal” is a blanket term for any situation in which transaction funds are returned to the party’s bank account. Payment reversals are also known as “credit reversals” or a “reversal payments.” Points should be taken care of: ...
Job Closing Report
The job closing report shows you all the jobs which are open, marked as billing complete and closed. you can analyze the actual income and expenses & estimated income and expenses booked against the jobs along with the Actual & Estimated margin. Job ...
Duplicate Existing Shipment & Customer Order
Duplicate existing Shipment & Customer Orders from active shipment view in case of Ocean Import, Air Export & Air Import. Duplicate existing Shipment & Customer Orders from Shipment Detailed screen in case of Ocean Import, Air Export & Air Import.
Automated Credit Control
Automatic - By Select Automatic System Will Automatically define Credit status against the Customer Whether the Customer Is at High risk / Moderate Risk / Approved (Low Risk) Credit Status Checking Condition Rule What happens if the rule holds ...
Uploading Bank Statement & Booking Bank Receipt From Bank Reconciliation Form
Lets us learn How to upload bank statement into the system. After uploading the bank statement. how to book receipts from the bank reconciliation page. Video With Timestamp 0:00 Upload Bank Statement 0:21 Bank Reconciliation Page 0:54 Check Duplicate ...
AR Adjustment
Account Receivable Adjustment allows you to knock off multiple sales invoices against multiple bank receipts booked against customer. Let us Understand this by taking an example: Customer Name - Vipra International Private Limited; four sales ...
Forex Receipt Entry From Bank Reconciliation Form.
Go through the below video to understand booking forex receipts directly from the bank reconciliation page.
Forex Payment Entry From Bank Reconciliation Form
Go through the below video to understand booking Forex Payments from the Bank Reconciliation form.
Contra Entry From Bank Reconciliation Form
Bank Charge From Bank Reconciliation Form
Bank Payment Entry & Bank Entry From Reconciliation Form
Video With Timestamp 0:00 Bank Payment 0:32 Payment Entry Form 0:40 Add Outstanding Invoice 1:07 Save and Submit 1:22 Accounting Entry 1:57 Customer/ Vendor Copy 2:43 Bank Entry for Expenses 3:44 Journal Entry Form 4:29 Save and Submit 4:44 ...
Bank Payment & Receipts
Let us understand how to book bank payments & receipts and then how to reconcile those bank entries. Video With Timestamp 0:00 Bank Receipt From Debtor 1:40 Add Outstanding Invoice 2:00 TDS Allocation 2:30 Reconcile Receipt Entry 3:13 Bank Payment To ...
Bank Receipts & Payments Transaction List
Video With Timestamp 0:00 Bank Receipt Transaction List 0:34 Draft Receipt Entries 0:53 Submitted Bank Receipts 0:58 Cancelled Receipt Entries 1:38 Receipt Entries of Particular Bank Account 2:01 Receipts Entries of Particular Customer 2:24 Bank ...
Bank Reconciliation Statement
Verify Your Bank Balance as per company books is matching with your Bank Balance as per the bank statement.
Uploaded Bank Statement Transactions
Uploaded Bank Statement Transactions are those transactions that you have uploaded in the system. In Case you have uploaded duplicate bank transactions how you can cancel/delete the same watch the below videos.
HOW TO DO ACTUAL PROVISIONAL ENTRY IN SHIPMNTS?
Click on Navigation Tab. Go to Reports. Click on Job profitability charge wise detailed. Let us understand by taking the example: For Example Job created in April’2022 but Voucher (Sales & Purchase) Booked after April’2022 or before April’2022. Run ...
HOW TO DO ESTIMATE PROVISIONAL ENTRY IN SHIPMNTS?
Click on Navigation Tab. Go to Reports. Click on Job profitability charge-wise detailed. Let us understand by taking example: For Example : Job created in April’2022 but Voucher (Sales & Purchase) Booked after April’2022. Run Job profitability report ...
Category Mapping against Ledger
Category mapping against the ledger plays a very important role in Profit and Loss Statement. Basis on the category mapping profit and loss statement runs. Let us understand this by taking an example - The terminal expense is a direct expense so ...
Item & Ledger Creation
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