4logist video tutorial number 15. Adding several transport vehicles to the Request
In 4logist, you can quickly create a request for multimodal transportation.
4logist video tutorial number 14. CRM Features
The 4logist system has CRM functionality: reminders, comments, calendar. A notification of a planned action will be sent to your mail and displayed in the notification section.
4logist video tutorial number 13. Automatic shipment of goods to the exchange
The 4logist system has the ability to integrate with 3 freight exchanges: cargo.lt, lardi-trans.com and ati.su
The video shows an example of how to send cargo from the 4logist to the cargo.lt exchange
4logist video tutorial number 12. How to add an invoice from the Carrier?
The 4logist system has financial reports, so you can write invoices to customers and deposit received bills from carriers.
4logist video tutorial number 11. How to create an account for a customer?
In 4logist, you can create invoices for orders and send them by email to customers.
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 9. Sales funnel
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 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 and necessary documents.
4logist video tutorial number 7. Numbering in 4logist
In the 4logist system you can set up unique numbering of orders, inquiries, documents.
4logist video tutorial number 6. Financial Statement Balance
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 the difference between the bills issued and received.