Cargobase

Provider Training Videos

There are different status that represent the lifecycle of a request, shipment or invoice

Cargobase status' for Providers

How to communicate with your Shipper in Cargobase?

Communicating with your Shipper

Customize Personal Settings, E-mail, SMS and Push Notifications.

Notifications & Personal Settings

Articles that support the people that make the ship happen.

Logistics Provider Articles

View the information and administrate your company settings.

Company Admin Settings & Adding users

Platform Settings help you get started, review videos and platform status

Platform Settings

Each user is assigned a role that defines their access and permissions across various capabilities. Roles reflect the user’s business function and can be fully customized to align with the…

User Roles & Permissions

Adding users, changing company settings or Teams

Administrative and Company Settings

A quote request has is an invitation by a Shipper or BCO to submit a quoted service.

Quote Requests

This article explains the steps you need to follow to submit a quote successfully.

Submitting a Quote

Once you submit a quote, you can edit or cancel them.

Editing or Canceling a Quote

You can duplicate a previous quote, instead of repeating all details manually.

Duplicating a Quote on the same Shipment

To expedite the process of submitting a quote, Provider users have the option to utilize the Reuse Recent Quotations feature, allowing them to export a template from a previously submitted…

Reusing a quote from a previous Shipment

If the Shipper edits a Quote Request after you have submitted your quote, Cargobase will require you to confirm your quote.

Confirming / Validating a submitted quote

As a Provider, you can decline to participate in a Quote Request if are unable to provide the service.

Declining a Quote Request

When a Provider user has access to multiple teams on Cargobase, the user will need to assign the correct team to quote for the request.

Assigning a Team

It is quite common for a Shipper to modify a Quote Request after it has been created. In such cases, the Provider is required to review the changes and re-validate…

A Shipper changes a request after Quoting

Details on how to respond to an incoming quote request

Quoting

When the shipper makes their final decision, they will proceed with booking the chosen quote, which will then be shown as a shipment. Providers will receive notifications on whether they…

How do I know if a shipment is awarded/ lost?

Adding tracking references on Cargobase enables shippers to easily track the status of their shipments. Simply input the tracking references to initiate the tracking process.

How to update Tracking References?

You can update extra costs or fees while a shipment is in transit using the 'Add additional costs' or 'Add Discounts' feature on Cargobase.

Adding cost / discount during a Shipment

How to update completed shipments in Cargobase?

Submit a Proof of Delivery (POD)

Submitting a Proof of Pickup is an optional, but common courtesy

Submit a Proof of Pickup (POP)

At Cargobase, both Shippers and Providers can benefit from our Container Tracking visibility feature. This article aims to guide you on how to utilize this functionality effectively.

Container Tracking

Providers have the ability to modify the schedule if you need to adjust the pickup or delivery date after your shipment has been confirmed.

Editing a Shipment Schedule

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

Adding a File Attachment to a Shipment

Articles on how to update your customers on milestones

Shipping

Submit Freight invoices or add additional invoices after a shipment is completed.

How to submit invoice or additional invoice?

This article guides you on submitting invoices when a shipment is in transit, before delivery or before a POD submission.

Submit invoices when a shipment is in transit

If the Shipper rejects an invoice, you have the option to resubmit it. Additionally, if an invoice is not needed for a shipment, it can also be removed.

How to resubmit a Declined Invoice or Remove an Invoice?

Articles on invoicing your customers via the Cargobase platform

Invoicing

All requests, quotes, shipment and details can be exported to spreadsheets

Create and Export to Spreadsheet

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 PowerBI or equivalent

Analytics

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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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