Shipper Articles

Getting started

• Quick Requester - Training Course
• Quote Requester - Training Course
• Approvers - Training Course
• How to customize list view filters and columns
• The definition of Cargobase's statuses
• Resolution Center

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Admin and Settings

• Invite Providers to join Cargobase
• Submit Rate Cards for Automated Quoting
• Customize Personal Settings
• Admin Settings
• Platform Settings
• File Import Tool
• How to add an address in the Address Book?
• How to delegate approval on user settings?
• Pre-Pickup and Delivery Notifications for Shippers
• Types of User Roles - Shipper

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Requesting

• How to create a quick request?
• How to edit or cancel a quick request?
• How to convert a quick request into a quote request?
• How to create a quote request?
• How to edit or cancel a quote request?
• How to create parcel shipments?
• The provider I want to invite is not listed
• How to request a quote extension from providers?
• How to view the details of submitted quotes?
• How to approve a shipment?
• How to book a shipment?
• How to save a request or a shipment as a template?
• How to duplicate a request or a shipment to create a new request?
• Timezone selection issue during Quote Request submission
• What does 'Confirmation Requested' mean?
• How to Approve Quote via Email?
• Notify Party & Consignee

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Shipping

• How to track a shipment?
• How to cancel a shipment?
• How to invite a customs broker?
• How to search the shipments list
• How to add an attachment on the Tracking page
• Managing Tracking Exceptions
• How to Cancel a Shipment and Re-Book
• How to add a Guest User after shipment is booked?

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Invoicing

• How to audit an invoice?
• How to cancel approved invoices?

Analytics

• Download data and Create reports