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Find answers, guides, and tutorials for the Cargoflow logistics platform
Getting started
How the system is put together, how to move around it, and what to set up before you begin
7 articlesEnd-to-end processes
How the modules connect: from quote to invoice, from notice to stock, and from order to departure
12 articlesDocks
The dock board, loading and unloading jobs, the operator app and driver notifications
11 articlesYard
Spots, trailers, special jobs and the path from the yard to the dock
6 articlesDriver registration
Driver check-in, the self-service kiosk and what data is asked for
2 articlesReports
The home dashboard, every report in the system and how to export it
7 articlesAccount & settings
Users, roles, permissions, document numbering and system-wide settings
8 articlesCustomers
Setting up a customer: warehouses, contacts, rates, emails and portal access
9 articlesReceiving
From the arrival notice to the confirmed receipt and stock on the floor
13 articlesShipping
From the customer order to loading the truck and closing the shipment
11 articlesInventory
Stock, products, locations, adjustments, counts and transfers
15 articlesBilling
Where charges come from, and how they are invoiced, corrected and collected
14 articlesClient portal
What your customer sees and can do on their own
6 articlesAccessorials
Extra handling and charges, and the service catalog
5 articlesVisits
Who comes in and out of the warehouse: kiosks, invitations and the visitor log
10 articlesNotifications
Who hears about what: the bell, customer emails and text messages
5 articlesKPIs
Build KPI dashboards without coding, and decide who sees them
7 articlesQuoting
From the proposal to a customer created with their rates already in place
4 articlesDocuments
Design the warehouse paperwork and have it print itself
4 articlesCross-dock
Freight that comes in one door and leaves by another without being stored
6 articlesAPI
Wire your customer systems into the warehouse, with no manual entry
6 articlesEDI
Standard-format document exchange with large customers
5 articlesPopular Articles
Receiving workflow: from notice to stock
The full path of an inbound delivery: what must exist first, how a receipt is created, capture on the floor, supervisor review and confirmation. What each status means, what happens in inventory, billing, email and the client portal on confirmation, with an end-to-end example.
How shipping works
The shipment end to end: how the notice arrives, what confirming does, how stock gets reserved, who loads, who closes, and what happens next in inventory, billing, documents, email, the client portal and KPIs.
How charges are generated
Charges are created automatically by operations: when a receipt is confirmed, when a shipment ships, when a special job is completed, when an accessorial is captured or every night. What gets billed, when, with what date, at what price and why it sometimes doesn’t show up.
The dock board
How to read the Dock Operations board: who can open it, what each card shows, what the colors and times mean, how to filter by dock, what the bell is for, and what to do when the board stops updating.
Accessorials and extra charges
What an accessorial is, how the accessorials catalog is set up field by field (price, required photo, supervisor only, which jobs it applies to, extra fields) and how its charge reaches the invoice.
Cargoflow at a glance
What Cargoflow is, which modules it has, how information flows from one to another, and why two people can see different menus.
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