Navigation Basics
Reduce Quotation time with Rate Explorer
Since Rate Explorer works on reviewing trend from your previous quotes, if you have newly activated sales hub this feature will work better once you have built some initial quotes from start. 1. To use rate explorer click on Create Quotation 2. The ...
Creating and Viewing New Leads
Changing a Won Inquiry to Lost
# Go to Sales Hub Workspace 1. Click on Won Inquiries 2. Click on the 3 dots under action column beside the Inquiry that you'd like to change from Won to Lost 3. Click on Mark Inquiry As Lost 4. In cases where an order or a shipment is already ...
Changing a Lost Inquiry to Won
# Go to Sales Hub Workspace 1. Click on Lost Inquiries from view 2. Click on the 3 dots under action column beside the Inquiry that you'd like to change from Lost to Won 3. Click on Mark Inquiry As Won 4. Review or change the Inquiry details at this ...
Amending Won Inquiry's Quotes
# Go to Quotes workspace under Sales Hub 1. Click on Won Quotes 2. Click on the 3 dots under Action Column of the Quote that you'd like to Amend 3. Click on Amend 4. In the below sample we are reducing the sell rate from 4000 to 3500 to accommodate a ...
Creating a Charge Item or Charge Code
See a glimpse of how this works in app 1. Click on Menu 2. Click on Accounts Receivable 3. Click on Item master 4. This is the page where you can see all your charge codes, you may search for it in the list to double check if its been created by a ...
Creating an Order/ Shipment directly from Won Inquiry
Go to Inquiry workspace under Sales Hub 1. As you are proceeding to mark your Inquiry/ Quote as won Click on 'Won & Create Shipment' Or 'Won & Create Order'. For this example we are creating a direct Shipment Incase you would like to know how to mark ...
Turning On Shipmnts Notifications
Turning On Browser Notification for Shipmnts allows you to get real time change notifications across app. For eg when a team member tags you or any changes/ updates on an Inquiry you created, you get pop up real time. This guide will show you how to ...
Installing Tango Extension for Interactive Learning Experience
Some of our subscriptions allow your users to have a more enhanced learning experience via our partner extension Tango. This will act as your assistant and guide you step by step as you learn anything within new within Shipmnts. Note: For best ...
Road Shipment - Creating & Editing Drivers
1. Click on Menu 2. Click on Vehicle Management 3. Click on Create Vehicle 4. Click on Vehicle License Plate Number 5. Click on Cancel 6. Click on more # Disabling a Vehicle or editing details of a Vehicle 7. Click on more 8. Click on Edit Vehicle 9. ...
Road Shipment - Creating & Editing Drivers
Create a New Driver 1. Click on Menu 2. Click on Driver Management 3. Click on Create Driver 4. Type "GJ34033939" 5. Click on Create Driver # Edit an existing Driver's details 6. Click on more 7. Click on Edit Driver 8. Click on Cancel
Navigating the Main Menu
As you log in to Shipmnts the Grid (Small Square Icon) or Main Menu allows you to access the panel from where you can go to any module within Shipmnts. The Main menu is broadly divided in two categories Shipment Management: The top portion labelled ...
Modules in Shipmnts
Entire app of Shipmnts is build like Lego Blocks that can help digitise, automate and save time across every department of your business. Following are main blocks (or Hubs as we call them at Shipmnts) are modules that you can activate. Hubs are ...
What are Workflows?
Shipmnts is designed to make your execution, collaboration, monitoring and handover seamless for teams therefore each of the modules have process of moving through stages.
Create Ocean Export Documents on a Shipment/ Job
This document will show you how to Generate documents with add Documents Via document (MBL) Generate Loading confirmation and Other types of Ocean documents Uploading external documents on a Job Adding Ocean Documents (MBL) # Shipmnts Operations App ...
Shipmnts Pulse - 30/11/2023
Enhancements to Cargo Details Section Volume Unit Selection: Volume will be standardised to CBM, while dimensions will have additional unit options of inches and centimetres for enhanced user experience. Introduced "MTS" as a unit option for gross ...
How to Pass GST Challan Payment Entry in Shipmnts?
Output IGST CGST SGST Sum Total Amount 68,057.25 290,338.95 290,338.95 Add (+) 6,48,735.15 Input 74,459.23 74,459.23 Less (-) 1,48,918.46 GST RCM 2,175.63 2,175.63 Add (+) 4,351.26 GST Payable 68,057.00 218,055.00 218,055.00 Total 5,04,167 Interest ...
Introducing ✨Quick Filters✨:
# Shipment Workspace 1. A new feature that empowers you to manage your favourite filters directly within the list itself. No more navigating through menus or tabs – customise your filtering experience with ease and efficiency. 2. The top bar for each ...
Using Editable Cells ✨
# Shipment Workspace 1. In Shipment workspace look for columns with Pencil icon that say "Column is editable". These are the columns that you can edit from report view. 2. Here's an example of how you can update date. Double click on the field from ...
Report Actions: Customise, Save, and Revert Views
1. Save applied filters, create new views, or undo: Report actions enable you to customise and control your report views. 2. Track changes effortlessly: View report records specific to each action taken.
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 ...
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.
Turning On Shipmnts Notifications
Turning On Browser Notification for Shipmnts allows you to get real time change notifications across app. For eg when a team member tags you or any changes/ updates on an Inquiry you created, you get pop up real time. This guide will show you how to ...
Navigating the Main Menu
As you log in to Shipmnts the Grid (Small Square Icon) or Main Menu allows you to access the panel from where you can go to any module within Shipmnts. The Main menu is broadly divided in two categories Shipment Management: The top portion labelled ...