Navigation Basics
Ledger Report
A ledger is a book or digital record containing bookkeeping entries. Ledger Report contains detailed transaction information for one account and type of transactions. Ledger Report Can be Generated in different formats - Compact, Vertical Horizontal. ...
Debtor Ledger Report
The Debtor Ledger report is a running ledger tracking invoices and payments on a customer. The report can be run by date range for all time for a specific customer, by date range for all customers, or a specific date range for a specific customer. ...
Creditor Ledger Report
A creditor's ledger details the outstanding amount that a company or an organization owes (payable to) its vendors or suppliers, complete with all the balance and account information. Watch the below video to see more details about how a Creditor ...
AP Adjustment
Account Payable Adjustment allows you to knock off multiple purchase invoices against multiple bank payments booked toward the supplier. Let us Understand this by taking an example: Supplier Name - Doms fabric private Limited; four purchase invoices ...
Customs Tracking & Status
Understand more in detail Different statuses of Customs: Active - Tracking is active on Indian Customs Tracking i.e. Events & Milestones are being tracked on Indian Customs. Completed - Tracking has been completed by Indian customs tracker. All the ...
How to Share Prealert With Customers?
Watch below to understand how you can share pre-alerts to customers.
Automatic Bank Reconciliation
Bank reconciliation is an accounting process that enables you to check whether the information held in your accounting records matches up with the information in your bank account. Automated Bank Reconciliation helps you to do faster reconciliation. ...
How to Delete Duplicate Transactions While Uploading Bank Statment?
Have a look at the below video to avoid duplicacy of Bank transactions.
Accounting Period Manager Report
Accounting Period manager report helps the finance manager to lock the period once all the transactions are completed to avoid backdated posting of transactions in the previous financial year. In this report, you can lock a particular month's sales, ...
Lead Management
You can create a new lead from Network Menu as shown below {% video_player "embed_player" overrideable=False, type='hsvideo2', hide_playlist=True, viral_sharing=False, embed_button=False, autoplay=False, hidden_controls=False, loop=False, ...
Branch Wise Period Closing Voucher
Branch-wise period closing vouchers help you close your books of accounts branch-wise.
How to update MBL milestones?
With shipmnts MBL workflow, you can Capture and track all the critical milestones from the time you receive the shipping instruction till the time final BLs are released to the customer/shipper Completely eliminate the excel sheets you maintain to ...
Air Export - Shipment Creation
Video With Timestamp 00:00 Intro 00:20 How to add Received stock AWB in the system 04:14 How to create Air export Customer Order 04:28 Navigate to Create Customer Order 05:05 Basic Details in Customer Order 06:56 Party Details in Customer Order 07:18 ...
Past Webinars
Shipmnts Collaboration - ✨ New ✨ Date: 2 Jun 2023 MBL Workflow Date: 13 Apr 2023 Introduction to Sales Hub Date: 13 Apr 2023
Shipmnts Pulse - 16/03
New Releases: Period Locking - Click here to see how it works Month based period locking for sales, purchase and other accounting entries Reopen / Close selectively a month in a fiscal year for a branch or branches Track logs who opened / closed a ...
Shipmnts Pulse - 23/3
Enhancement: Automated BRS: Duplicate Highlights in Red Reconcile again with multiple iterations Changed indicator "Imported - Cleared Balance"to "Balance as per company books and Imported bank statement balance" CHA Additional Milestones introduced ...
Shipmnts Pulse - 31/3
Powerful sales platform to help teams to win more inquiries, collaborate faster with pricing teams, and manage their pipeline more effectively — all on in one connected platform Instantly log inquiries from anywhere (yes our SalesHub is ...
Shipmnts Pulse - 14/04
Enhancement: Routing Detail Enhancement PD or CSR transaction is no longer allowed to be reconciled if the period is locked for that branch and voucher type Outstanding Vs Collection Report - Net Outstanding Column along with Gross was added You can ...
Shipmnts Pulse - 28/04
Enhancement: Group By Tax Slab or Tax Rate in Itemised GST Sales and Purchase Register is possible now. Option to not reset TDS allocation on revision in collection entry will now be available. Container tab will now allow bulk update actions. ...
Shipmnts Pulse - 21/04
Feature: Sales Hub users will now be able to access a dedicated quote workspace for quote management along with quote quick view Enhancement: Additional fields added in Inquiry form (PCR, PCD, business received through) Tracking event milestone will ...
Shipmnts Pulse - 05/05
Enhancement: Period Lock Enhancements - Bulk Closing and Reopening, default filter status, multi select filter Place of supply dropdown options not getting rendered for purchase invoices Fixes: Book CSR transactions will now be allowed even if the ...
Shipmnts Pulse - 12/05
Feature: Introducing Shipmnts Collaboration! Powerful features for your teams to work together, respond faster to issues and deliver better experience in moving your customer's cargo. Includes Activity Feed, Chat Messaging and Notifications. Coming ...
Shipmnts Pulse - 19/05
Feature: Auto emailing subscription You can now easily Share DSR, Internal Reports by setting up scheduled reports on any of the views across any workspaces globally! Enhancement: You can now see credit details of the customer like Net outstanding, ...
Shipmnts Pulse - 02/06
How to use IGM Tracking?
Automate IGM Tracking
How to use IGM Tracking? 1
Automate IGM Tracking
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Main Navigation Menu Job/ Order Quick Search Log Out/ App Reload Support Menu
Getting Started with Sales Hub
⚠️ In order to be able to fully utilise the power of real time notification as a new Inquiry/ Quote is made or any changes are made in sales hub ensure that your browser notifications are activated. ⚠️ For best experience we recommend you use Chrome, ...
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Churn Report
Access app.shipmnts.com 1. Click on Accounts Receivable 2. Click on Churning/Inactive customers 3. Set the 'Days Since Last Order' for and the type of document you want to run the report by. 4. Click on Generate or F4 5. In our example we are ...
Automated GSTR-2B Reconciliation
Note: GSTR-2B Automated Reconciliation is an add on feature, contact your Shipmnts Account Manage or write to us on support@shipmnts.com for a trial. 1. Click on Taxation 2. Click on GSTR-2 Reconciliation Statement 3. Enter the GSTIN and period ...
GST Itemised Report
2. Click on GST itemised sales register 3. For maximum impact we recommend using Group By option 4. In our example we are grouping by Tax%, HSN code and Party 5. Click on Generate or F4 6. Expand the grouping to see more details. 7. You can add more ...
Generating EBITDA P&L Statement
In order to ensure you are able to see EBITDA appropriately, prior set up at 1. Under Reports click on Profit & loss statement 2. Select EBITDA from Format 3. Set Date Range Note: You can run comparative analysis upto 2 years 4. Click on Generate or ...
Handling TDS On Account
Enable RCM on Item Level
Getting Started
Logging In
Navigating Finance Reports
Creating and Sharing a Sales Quotation
In Shipmnts all Quotes are tied to Inquiries. You cannot create a quote without creating an Inquiry first. Click Here to view how to create an Inquiry. 1. Click on Sales under navigation Menu 2. Click on Active Inquiries 3. Go to Workspace Quick ...
Creating an Inquiry
1. Click on Sales 2. Click on Active Inquiries 3. Click on Create Inquiry 4. In this sample we will be creating an Inquiry for Ocean Export Forwarding. Click on Ocean Export Forwarding. 5. Fill up all of the Mandatory Fields and all of the details ...
Marking an Inquiry Won/ Lost
1. Click on 3 dots beside the Inquiry that you'd like to Mark as Won 2. Click on Mark Inquiry As Won 3. You may review and make changes in the Inquiry if needed. Click on Update & Continue 4. For Inquiry with multiple quotes check the quote that was ...
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