Operations & Workflows
Review standard functions and find helpful workflow solutions.
- Order Management
- Using the Claim Status
- How to Invoice a Load
- Creating Index Formulas
- How to Create & Use Email Templates
- How to delete Adjustments
- Price Manager
- Workflow: From 1 Supplier to multiple Customers
- Contract Roll Forward
- Load Manager
- Workflow: 1 load from multiple Suppliers to 1 Customer
- Overview of Inland Freight
- Tracking Shipments Using the Inbox
- AES Direct Documentation
- How to add IEC, GST, and Customs Codes to Counterparties
- Reverse Billing
- How to Return Inventory
- How to set up Converting Equipment
- Non Perpetual Inventory and Entering a Month-End Grade Allocation
- Generate Services - How to Generate Dispatches with Set Schedules In Bulk