TABLE OF CONTENTS

• 1. New Shipment
  • 1.1 Basic
    • 1.1.1) How to add a new shipment
  • 1.2 Container & Item
    • 1.2.1) How to complete container information
    • 1.2.2) How to create Pier Pass
  • 1.3 Accounting
    • 1.3.1) How to create Invoice(s)
    • 1.3.2) How to convert a draft to normal Invoice
    • 1.3.3) How to create Cost
    • 1.3.4) How to create Debit/Credit Note(s)
  • 1.4  Doc Center
    • 1.4.1) How to maintain documents
    • 1.4.2) Auto-saved generated documents
  • 1.5  Work Order 
    • 1.5.1) How to create pickup & delivery order
  • 1.6  Status 

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1. New Shipment

1.1 Basic

1.1.1) How to add a new shipment

1. Go to the Navigation bar on the left hand side, select “New Shipment” under “Truck” section.

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

Post date will be default as created date. Office will be automatically generated.

3. Complete the information you need and remember to “Save” your file. You can always come back and edit.

1.2 Container & Item

1.2.1) How to complete container information

1. Go to the tab “Container & Item”. You can enter container information here. If you have 2 containers, click the “Green +” to add one more. If you have more than 5 containers, click “+5 ” to add 5 containers at once. Enter PKG, Weight and Measurement accordingly.

2. After filling in container information, you can also input PO no. and Commodity if needed.

1.2.2) How to create Pier Pass

1. Check the container you wish to create Pier Pass fee, then click “Create Pier Pass A/P”.

2. Fill in the required information and check if you need to apply this change as default to everyone. Click the checkbox and then click “Create”. 

3. After creating Pier Pass, go to “Accounting” tab to check if there’s a new Cost (A/P). If so, then you’ve done it correctly.

1.3 Accounting

1.3.1) How to create Invoice(s)

1. Click “Create Invoice”

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. At the “Type” column, you can decide whether this charge is Our Sales, Collect for Agent or Sales for Agent. If you’re not sure about some details and don’t want this to be an official Invoice, click “Save as Draft”.

1.3.2) How to convert a draft to normal Invoice

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

1.3.3) How to create Cost

1. Click “Create Cost”

2. “Vendor” is the must-have information here. The rest is the same as in Invoice 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 Invoice/Cost/DC note, it will bring you back to the accounting entry. Our system will auto-calculate the total amount of all Invoice/Cost/DC and display on the upper part of the MB/L section(marked in blue).

4. We will also auto-calculate the total profit which excludes all the “Non-Profit” charges, showing the actual profit on the lower part of the MB/L (marked in red).

What if there are some draft invoices and you don’t want to include them in the total amount? You can uncheck “Include Draft Amount” and all draft invoice(s) won’t be counted into the total amount. Note: The total profit calculation won’t include any draft invoice(s).

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

1. Click “Create D/C Note”

2. Load and Link from AR/AP : “Agent Name” is the must-have information here. If you have created AR/AP, when you move your mouse over “Load and Link”, it will show how many items there are in AR/AP. Click “Load and Link” to bring those AR/AP to this D/C Note.

3. After that, you can choose to save it as a draft or simply “Save” as an official D/C note.

4. The status of the freight charges you loaded from AR/AP will show “linked”. The status of the freight charges you create directly in the D/C note but cannot be found in AR/AP will show “no match”.

*Note: The system will sum up all the charges, if Revenue>Cost is debit note and if Cost>Revenue is credit note.

1.4  Doc Center

1.4.1) How to maintain documents

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

1.4.2) Auto-saved generated documents

Whenever you click “Tools” on MB/L 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.

1.5  Work Order 

In this section, if you have multiple delivery locations for different trucking companies, we suggest you use the “Work Order” feature to maintain your D/O(s).

1.5.1) How to create pickup & delivery order

1. Click the green plus button to create Pickup & Delivery Order

2. Complete the information of the “Trucker”, “pick up location”..etc, and other data you need. You can use company search to fill the TP info.

3. Select “Download PDF” , “Print PDF” or “Email” on top of it will automatically save the file to “Work Order”. If you’d like to modify some information, click “Edit” to rearrange. Also, it’s free to download again when you click green button “Download”

1.6  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/Sales in charge, you can also shift your shipment to different OP/Sales when needed. You can also leave internal messages to your colleagues who have permission to enter this shipment.