Integrations & Settings

? 1. System Configuration Settings

✅ Company Profile Setup

• Set your Company Name, Logo, Email Footer, and Official Address.

• Upload branding assets that appear on all documents (Quotes, BLs, Invoices).

• Define default country, time zone, and language.

✅ Tip: Logos should be high-resolution PNG for the best output.

✅ Numbering & ID Settings

Customize auto-generated IDs for:

✅ Helps ensure consistency across regions and teams.

? 2. Pricing & Tax Settings

✅ Charge Categories & Master Data

• Create standardized Charge Types (e.g., THC, Seal Fee, Handling).

• Set Default Unit Types: per container, CBM, KG, shipment.

• Define default charges for specific shipment types or regions.

✅ Enables faster quoting and reduces manual input errors.

✅ Tax Groups

• Define tax schemes per country or service (e.g., 10% VAT, 0% export).

• Assign to charges in quotes, debit notes, and credit notes.

• Generate reports with tax breakdowns per shipment or client.

? 3. Automation Settings

Set global rules for:

✅ These automations are no-code and toggle-based.

? 4. Document Template Management

Upload or edit templates for:

• Quotations

• Invoices / Debit Notes

• Credit Notes

• House and Master BL

• Delivery Orders

• Packing Lists

• E-Manifest

You can customize:

• Fonts, colors, logo placement

• Footer text and legal disclaimers

• Header sections per language

✅ Templates can vary by branch, mode, or client group.

? 5. Integrations

✅ Xero Integration (Accounting)

• Sync Debit Notes (Invoices) to Xero as Receivables

• Push Credit Notes to Xero Payables

• Match client/vendor records

• Set auto-sync intervals

✅ Keeps your accounting system aligned without double entry.

✅ Other Supported Integrations

? 6. Client & Vendor Portal Access Settings

Define:

• What clients can access (quotes, tracking, invoices)

• What vendors can update (shipment status, POD upload)

• Enable/disable portal login per user or company

✅ Secure and customized visibility for each stakeholder.