4logist video tutorial number 1. Working with the Requests section
https://youtu.be/6VmYJ2bjxI8 1. The "Requests" section - consists of two parts: Active Requests and Request Archive. 1.1. "Active" requests - contain all requests received from customers and ongoing ones. Thus, managers can see the requests of their department and, if...
4logist video tutorial number 2. Working with the Orders section
https://youtu.be/sAza7ygoVAM 2. "Orders" - consists of 6 parts: Orders, Issued Invoices, Received Invoices, Payments, Payments Made, Cargo Status. 2.1. The “Orders” section - contains all the orders with which work has been or is underway (Orders have the statuses:...
4logist video tutorial number 3. Import of contractors from Excel file to 4logist CRM program
When you start working in the 4logist system, the question is "How to transfer your customer base and carriers?". You do not have to enter all the data manually. It is enough to create an Excel file and import the...
4logist video tutorial number 4. Carriers Section
https://www.youtube.com/watch?v=BH1wQmLJ_p0 The Carriers section consists of 4 parts: Carriers. The list of carriers added to 4logist.Terminals. This section stores information about customs terminals.Transport. List of vehicles that are in the fleet of...
4logist video tutorial number 5. Consolidation of orders by creating an external trip.
In the 4logist system, you can easily create group cargoes by combining orders into consolidation.
4logist video tutorial number 6. Financial Statement Balance
https://www.youtube.com/watch?v=vsf8OeTdUEs In 4logist you can work with the financial side of your business. You bill customers, pay company expenses and carrier bills. Based on these data, you can make a “Balance” report. The report will show your profit based on...
4logist video tutorial number 7. Numbering in 4logist
https://www.youtube.com/watch?v=PdPjAPFj3_M In the 4logist system you can set up unique numbering of orders, inquiries, documents.
4logist video tutorial number 8. How to create a new customer?
You have transferred the customer base to 4logist, but you can easily add a new client directly within the system. The Client's card contains all the necessary information: details, address, contact details, order history...
4logist video tutorial number 9. Sales funnel
https://www.youtube.com/watch?v=_WhoNGqKC38 We created a report “Sales funnel” to control the stages of interaction between managers and customers. You set up the steps yourself, so the funnel displays only relevant information.
4logist video tutorial number 10. Customer Account
You can create a personal account of the client. This is the “client area”, which allows your customers to fill out requests on their own, view the history of requests and orders, and track the status of goods.
4logist video tutorial number 11. How to create an account for a customer?
https://www.youtube.com/watch?v=SUD9oEVy0sM In 4logist, you can create invoices for orders and send them by email to customers.
4logist video tutorial number 12. How to add an invoice from the Carrier?
https://www.youtube.com/watch?v=ovh84ssrbdM The 4logist system has financial reports, so you can write invoices to customers and deposit received bills from carriers.
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