Cargobase

Not everyone wants to receive and email or push notification for everything. Find out how you can set it up just for you.

Notification Settings and receiving email

The task list, previously known as the Resolution Center, shows you any pending task specific to you, like approval requests or cost recovery actions.

Task List / Resolution Center

Find requests, shipments, invoices, and more.

Cargobase Navigation & Search

Throughout life cycle of a (Quick) Request or shipment, different status' appear. Here's a helpful list of all of them and what they mean.

The definition of Cargobase's statuses for Shippers

Articles for Cargobase users on web and mobile - shipper or providers.

Shipper Articles

Explore the training course below to learn how to effectively utilize Cargobase as a non-logistics user or Quick Requester.

Quick Requester - Training Course

Follow the steps outlined below to familiarize yourself with using Cargobase as a Quote Requester.

Quote Requester - Training Course

The following training videos offer a step-by-step instructions for effectively approving Quote Requests within the Cargobase platform.

Approvers - Training Course

A collection of Training Videos to get you started

Shipper Training Videos

Adding logistics providers to your account

How to submit new or updated negotiated rates?

Submit Rate Cards for Automated Quoting

Adding team members, changing approval levels and other company configuration can be found in the 'Admin Settings'.

Admin and Company Settings for Shippers

Data, like users, addresses or contacts can be bulk updated by using the File Import Tool.

Bulk Updating Data - the File Import Tool

This step-by-step guide will walk you through the process of adding a new address to your Address Book, as well as how to utilize these saved addresses when creating Quote…

Managing addresses and the address book

Every approver can identify a delegate approver, for when they will be out of office, or simply for a assistance

Approval delegation when out of office

Cargobase now enables pickup and delivery contact users to receive notifications prior to pickup and delivery events, ensuring they are informed and can prepare effectively.

Pre-Pickup and Delivery Notifications for Shippers

In Cargobase, each shipper user is assigned a role that defines their access and permissions. Roles reflect the user’s business function and can be fully customized to align with your…

User Roles & Permissions

A set of articles related to configuration your Cargobase company account.

Administration and Settings

A Quick Request is a draft version of a quote request and captures the basics of your shipping need.

Quick Request

Update the details of an existing quick request or cancel a quick request

Quick Request - Editing

A Quick Request needs to be converted into a Quote Request before LSPs can view the details and submit their quote.

Quick Request - Convert to a quote request

A Quote request captures all details of your shipping need, once completed it will also invite your LSPs to bid on the shipment or trigger ratecards.

Quote Request - Inviting LSPs

Editing or canceling  an existing Quote Request is easy.

Quote Request - Editing & Status

You can view the specific of each quote, provided by your providers

Quote Request - View quote details

Cargobase is a certified partner authorised to generate Air Waybill (AWB) labels received from DHL, Fedex and UPS.

Parcel Shipments

Save time creating a request re-using an existing request or an existing shipment.

Duplicate a Request or Shipment

Save time creating future requests with templates re-using past shipments details.

Save a Request or Shipment as Template

Defining your shipment and inviting LSPs to quote on your business

Quick & Quote Requesting

When you select a quote, it becomes a Shipment and your LSP is notified.

Booking a Shipment

Manage approval requests and approve shipments requested for booking.

Approval Request - Approving

The 'Confirmation Requested' status is activated when a Shipper makes changes to an existing Quote Request. This status will be reflected in the quotation submitted by the Provider following the…

Booking a shipment - Confirmation Requested

As an Approver, you can now easily approve or decline a quotation request directly through the email notification sent by Cargobase.

Approving via Email

Articles about selecting an LSP quote to book as a shipment

Booking / Approving Shipments

View shipment status updates and communicate with logistics service providers.

Tracking a shipment

Shipments can be canceled after booking, until they are marked as delivered.

Cancel a shipment

If you need to switch to a different provider after scheduling a shipment, you can easily cancel the current shipment and rebook.

Changing Provider after booking

Designate a customs broker to handle the export or import clearance of a shipment.

Inviting a Customs Broker

Guest users, whether internal or external, can view a specific shipment's tracking page, providing visibility without requiring full platform access.

Adding Guest user to Track Shipments

View and search the shipments list with the help of filter and columns

Searching the Shipment List

If you need to share additional documents with the Provider after shipment is booked, please follow the steps outlined below.

Shipment - Add attachments

This article will guide you in checking the exception messages you may encounter on Cargobase.

Tracking Exceptions

Shipment tracking and editing. As well as inviting customs brokers or guests.

Shipment Tracking

View and audit the freight invoices submitted by the logistics service provider.

Invoice Auditing

Revise an incorrect amount after an invoice was approved

Cancel an Approved Invoice

Invoicing

Exporting spreadsheets of all your quotes, requests, shipments or invoice data.

Exporting to Spreadsheets

Connect Cargobase to your organization’s analytics environment and BI tools to incorporate logistics data into enterprise reporting through a dedicated analytics database.

Connecting your own PowerBI or equivalent.

Analytics

Cargobase is configured to only list the LSPs approved by your company for specific modes, lanes and business units.

The provider I want to invite is not listed

My quote expired. How do I extend the quote period?

How do I request extension on expired quotes?

Cargobase supports automatic booking of requests, but only under specific conditions.

Can I automatically book a shipment?

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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