Getting started with e2cargo
A warm welcome to e2cargo - your online logistics office on the web. There is only a little setting-up to do before you can work with e2cargo.
You are only 5 steps away to start working in your daily logistics routine.
Here is a guide to help you get started. e2cargo is, for the most part, ready to go. But, there is some information unique to your company (e.g. logo, location, contact details, currency choice, etc.) that is needed to start.
It should only take a few minutes, and if you have questions, please feel free to email our support team with any questions.
Step 1: Company and user settings
After setting up an account in e2cargo you will automatically be forwarded to the Company Settings.
e2cargo needs to know some initial information to be able to display the correct distance unit and use the right VAT rules for invoicing.
Set your own branding!
Upload your logo to which will be shown on the top left corner of the e2cargo program.
Create user to work with e2cargo. Differate between internal user, which is you and your co-workers and external users, which are your customers (manufacturers, retailer etc.) who access e2cargo to insert quotes and view shipments and invoices.
They receive an invitation by mail where they can activate their accounts in e2cargo.
Step 2: Report, Footer and Invoice Settings
e2cargo automatically generates the following core reports: transport order, quotation, invoice. Legal and company information are printed on the footers of all documents
Your operational address could be different to the address in the company settings. Change your address details which then will be printed on the transport and invoicing documents in e2cargo.
If you would like your company logo to appear on your documents, please upload it here. This logo can have a higher resolution (size is bigger) to look good on paper.
Your company registration, association info and any legal disclaimers entered here will be printed in the footer section of all e2cargo documents
Provide your business bank details for incoming payments. These will be printed in the invoice footer in e2cargo.
The invoice contact details will be stated in the header section of the invoice in case of queries.
Set payment terms in days and if you receive payments with Paypal you can define your Paypal account here.
All documents in e2cargo can be emailed as PDF attachments. Your basic 'cover letter' text for common activities (quotes, transport orders and invoices) can be defined here. Wording can always be easily overwritten when emails are actually sent.
Step 3: Number Range Settings
Every Quote, Shipment and Invoice has a unique number in e2cargo.
You can make the number more descriptive by setting a pre- and postfix.
Most importantly, you can set the min number of the number range used by e2cargo to avoid gaps.
For instance, if your last invoice number before using e2cargo has been 1018, you should set the min number to 1019.
Step 4: Addressbook
You are almost ready to go!
The address book is used for recurring addresses of customers and partners to speed up data entry and eliminate manual errors from re-keying information.
You can also, always insert addresses directly into the quote and shipment entry dialog.
For a limited time, e2cargo can help you import addresses from a spreadsheet or database - contact the support team to learn more.
Step 5: Quick check of pre-loaded master data
We have preloaded master data settings which we think are commonly used.
Please check the following master data and add or modify the entries: Loading Equipment, Delivery Terms, Service Terms, Products, Transport Modes and Transport Types.
Well done !! Now you are ready to use e2cargo - your online logistics office on the web.
If you would like to learn more we recommend to have a look at our online help manual. Please click here: On-line Help e2cargo
What should you do next?
We suggest the following:
You can immediately start working on your logistics operations by
- Enter quote details and send your freight offer to your customer
- Create a shipment entry and mail out transport orders to carriers and customers
- Search for not calculated shipments and start billing
- Handover to accounting automatically
