1. New Shipping

1.1 Basic

1.1.1) How to create a new shipping

1. Go to the Navigation bar on the left hand side, select “New Shipping” under “Receiving & Shipping” section.

2. The cells with red asterisk are the compulsory info you must fill in.

3. Click the green “+” button to add items.
   
   

4. Enter the SKU No. and quantity or any other information if needed.You can see the "Inventory" column decrease when you input the shipping QTY and the decreased shipping quantity will show at the top right corner.
   
   

5. There’s a column for users to record the shipment status to see if it has been shipped yet. If the shipment is shipped, you can click “Confirm Shipped”.
   
   

6. Once the shipment is confirmed shipped, you can see the status has been changed to “shipped".
   
   

1.1.2) How to generate documents

There’s a "Tools” at the upper right corner of the shipment. You can generate most of the documents here.

1.2 Accounting

In Accounting Tab,you can create Account Receivables, Account Payables, Invoices and Debit/Credit Note here.

1.2.1) How to create AR/Invoice(s)

1. Click “ Revenue” (Invoice/AR).
   
   

2. “Bill to” is the must-have information here. You can add charges and fees by clicking the “Green +” , then key in the rest of the info accordingly. If you’re not sure about some details and don’t want this to be an official Invoice/AR, click “Save as Draft”.

3.  If you check the box under the “N” column, it means this charge is Non-Profit. When GoFreight calculates your profit, this charge will be excluded. 
   
   

1.2.2) How to convert a draft to normal Invoice/AR

Click “Tools” at the upper right corner, and choose “Convert to Normal”. This draft will become an official Invoice/AR.

1.2.3) How to create Debit/Credit Note(s)

1. Click “Create D/C Note”
   
   

2. “Agent Name” is the must-have information here. You can add charges and fees by clicking the “Green +” , then key in the rest of the info accordingly. If you’re not sure about some details and don’t want this to be an officialD/C Note, click “Save as Draft”. You can always convert it to normal by clicking tools.
   
   

1.2.4) How to create AP/Cost

1. Click “ Create Cost”.
   
   

2. “Vendor” is the must-have information here. The rest is the same as in AR and D/C Note. If you check the box under the “N” column, it means this charge is Non-Profit. When GoFreight calculates your profit, this charge will be excluded. 
   
   

3. Once you’ve done creating an AR/AP/DC note, it will bring you back to the accounting entry. Our system will auto-calculate the total amount of all AP/AR/DC.
   
   

1.3 Doc Center

1.3.1) How to maintain documents

You can drag and drop your files to the right-hand sections. Files that were uploaded successfully will be shown on “Document List”. You can choose to “Preview” or “Download” files under the “Actions” column.

1.3.2) Auto-saved generated documents

Whenever you click “Tools” to generate documents, select “Download PDF” , “Print PDF” or “Email” on the top of the page, GoFreight will save the file to “Doc Center” automatically.

1.4 Status

Every update and amendment can be seen at “Change Log”. Click “More Detail” to see what exactly was changed. Each shipment will have an OP in charge, you can also shift your shipment to different OP when needed.