Introduction

1. Getting Started

1.1 Sign Up & Log In

• Sign Up: Visit accounts.freightek.com to create a new account.

• Log In: Access your workspace at accounts.freightek.com.

• Mobile Access: Freightek is accessible via mobile browsers and offers guidance for iPhone users.

1.2 Workspace Overview

Upon logging in, you'll find an intuitive dashboard providing access to:

• Workspace Management

• Rates & Quotes

• Shipments

• CRM & Clients

• Accounting

• Reporting & Analyticsfreightekvn.freshdesk.com+8freightek.com+8freightek.com+8freightek.com+9freightek.com+9freightek.com+9freightekvn.freshdesk.com+12freightek.com+12freightek.com+12freightek.com+3freightek.com+3freightek.com+3

2. Core Features

2.1 Workspace Management

• Dashboard: Centralized view of operations.

• Access Controls: Define user permissions to ensure data security.

• Activity Monitoring: Track user activities to enhance operational quality.freightek.com+2freightek.com+2freightek.com+2

2.2 Rates Management

• Manual Entry: Input rates directly into the system.

• Bulk Upload: Import rates using Excel templates.

• Rate Categories: Manage rates for Sea FCL, Sea LCL, Air, Truck FCL, FTL, LTL, and Rail.freightek.com+9freightekvn.freshdesk.com+9freightekvn.freshdesk.com+9

2.3 Quotes Management

• Quote Creation: Generate quotes based on existing rates.

• Markup Management: Adjust markup percentages for different charges.

• Client Portal: Allow clients to view and request quotes.freightekvn.freshdesk.com+1freightek.com+1freightek.com+10freightek.com+10freightek.com+10

2.4 Shipments Management

• Shipment Creation: Initiate new shipments with detailed information.

• Status Tracking: Monitor shipment and processing statuses.

• Group Shipments: Manage consolidated shipments efficiently.freightek.com+3freightekvn.freshdesk.com+3freightekvn.freshdesk.com+3freightekvn.freshdesk.com+2freightekvn.freshdesk.com+2freightek.com+2freightek.com

2.5 Truckload Management

• Truckload Shipments: Create and manage trucking-only shipments.

• Trucking Information: Update and track trucking details.freightek.com+7freightekvn.freshdesk.com+7freightekvn.freshdesk.com+7freightek.com+7freightek.com+7freightek.com+7

2.6 Provider Management

• Provider Database: Maintain a centralized list of carriers, airlines, and vendors.

• Bulk Import: Upload provider information via Excel.

• Filtering: Search providers by name, contact person, etc.freightek.com+1freightekvn.freshdesk.com+1

2.7 CRM & Clients Management

• Client Profiles: Manage client information and assign users.

• Access Permissions: Control client access to rate searches.

• Activity Logs: View client quote requests and search history.freightek.com

2.8 Accounting

• Debit Notes: Create and confirm revenue entries.

• Credit Notes: Manage shipment-related expenses.

• Financial Reports: Generate profit & loss, revenue, and cash flow reports.freightek.com

2.9 Reporting & Analytics

• Custom Reports: Generate reports on finance, sales performance, and shipments.

• Data Visualization: Utilize charts and graphs for insights.

• KPI Tracking: Monitor key performance indicators.freightek.com+7freightekvn.freshdesk.com+7freightek.com+7freightek.com

2.10 Business Automation

• Workflow Automation: Automate sales processes and order status updates.

• Data Entry: Reduce manual input through automated data processing.

• Document Management: Generate and share documents electronically.freightek.com+9freightek.com+9freightek.com+9

3. Departmental Guides

3.1 Pricing Department

• Rate Management: Input and update freight rates and local charges.

• Charge Categories: Manage various service charges like THC, B/L, Seal, etc.freightek.com+2freightekvn.freshdesk.com+2freightek.com+2

3.2 Sales Department

• Client Onboarding: Add new clients and manage their profiles.

• Sales Strategies: Develop and implement sales plans.

• Approval Processes: Submit and approve new clients, agents, and providers.

3.3 Customer Service

• Order Management: Handle orders without prior bookings.

• Booking Adjustments: Edit and copy booking information between shipments.freightek.com+1freightekvn.freshdesk.com+1freightek.com+5freightekvn.freshdesk.com+5freightekvn.freshdesk.com+5

3.4 Documentation Department

• Shipment Creation: Initiate new shipments and duplicate existing ones.

• Status Updates: Manage shipment and processing statuses.

• E-Manifest Export: Export E-Manifest files for customs declarations.freightekvn.freshdesk.comfreightekvn.freshdesk.com+1freightekvn.freshdesk.com+1

3.5 Accounting Department

• Revenue Recognition: Confirm debit notes and record revenue.

• Expense Management: Create and manage credit notes for shipment costs.

• Financial Reporting: Generate comprehensive financial reports.freightek.com+5freightekvn.freshdesk.com+5freightek.com+5freightek.com+9freightek.com+9freightekvn.freshdesk.com+9

3.6 Management & CEO

• Financial Reports: Access reports on revenue, expenses, and profits.

• Sales Performance: Monitor sales team effectiveness.

• Shipment Analysis: Review shipment data and trends.freightek.com

3.7 Consolidation Department

• Consol Management: Oversee consolidation processes and related charges.

• Fee Lists: Create and manage lists of applicable fees.freightekvn.freshdesk.com+1freightekvn.freshdesk.com+1

3.8 Administration

• User Management: Control user access and permissions.

• Workflow Settings: Configure processing workflows.

• Pricing Master Data: Manage master data for pricing.freightekvn.freshdesk.com+5freightekvn.freshdesk.com+5freightek.com+5

4. Integrations & Settings

• Xero Integration: Connect Freightek with Xero for accounting purposes.

• Automation Settings: Set up automated workflows and tax groups.freightek.com+2freightekvn.freshdesk.com+2freightekvn.freshdesk.com+2

5. Updates & Support

• Software Updates: Stay informed about new features and bug fixes.

• Help Center: Access the Freightek Help Center for detailed guides and support.

• Support Contact: Reach out via email at support@freightek.com.

6. Pricing Plans

Freightek offers various pricing tiers to accommodate different business sizes:

• Free Plan: $0/month for up to 5 users.

• Pro Plan: $195/month for 5 users; additional users at $39/user/month.

• Elite Plan: $295/month for 5 users; additional users at $59/user/month.

• Enterprise Plan: Custom pricing with advanced configurations.freightek.com+1freightek.com+1

Each plan includes access to Digital FMS, Freight Sales, Freight Leads, and Freight Visibility modules.