Viindoo Freight Forwarding demo handbook
Getting to know the demo
Demo system: https://v19-freight-demo.viindoo.cloud - account admin, password admin
This handbook is written so that your company can click through everything on its own. Every step gives you: what to do, where to go, a real screenshot, and what you should see after the click. Nobody needs to sit next to you.
Before you start
The most important rule: you create your own shipment
Many people use this demo at the same time. For that reason the handbook never tells you to open an existing shipment and edit it - doing so would trample on what someone else is looking at.
Instead, every hands-on lesson starts by creating a new shipment, then clicking one button to load sample data. The shipment you create belongs to you alone, and you can do anything you like with it. Lessons that only look at reports create nothing.
This works thanks to a built-in feature of the software, not a trick: the shipment scenario template. Lesson 12 shows you how to build your own template.
About the screenshots: the images were taken on records that already exist on the demo system, so record numbers, dates and counts in them will differ from the shipment you create. Wherever an image differs in a way that matters, the text next to it says so. The figures in the text describe what you should see on your own record.
Step 0 - Log in
Open https://v19-freight-demo.viindoo.cloud, enter admin / admin, and click Log in.
What you will see: the home screen with the application tiles.
The system may open in Vietnamese. To change the display language, click your user name in the top right corner, choose My Preferences, and change Language.
Two freight menus - which one to use
The top menu bar has two entries for freight forwarding:
| Menu | Contents |
|---|---|
| Freight Forwarding | the most complete: Dashboard, Operations, Bookings, Partners, Cargo & Containers, Planning, Services, Rates Management, Tasks, Documents, Report, Configuration |
| Shipment Management | more compact: only Operations, Cargo & Containers, Report, Configuration - no Bookings, Documents, Tasks or Dashboard |
This handbook uses Freight Forwarding because it has everything we need to teach, except a few reports and lists that exist only in Shipment Management (the handbook says so at each such place).
The two menus overlap in functionality. Having two entry points has no effect on the data.
Frequently used paths
| What you need | Path |
|---|---|
| List of shipments | Freight Forwarding > Operations > All Shipments |
| Booking forms | Freight Forwarding > Bookings > All Bookings > Carrier Bookings |
| Container equipment | Freight Forwarding > Cargo & Containers > Containers |
| Cargo | Freight Forwarding > Cargo & Containers > Cargo |
| Documents | Freight Forwarding > Documents > Shipment Documents |
| Operational tasks | Freight Forwarding > Tasks > Shipment Tasks |
| Profit and loss per shipment | Shipment Management > Report > Shipment Statistics > Shipment Profitability |
| Dashboard | Freight Forwarding > Dashboard |
Fifteen ready-made templates
Find them at Shipment Management > Configuration > Other > Shipment Templates.
Four templates have Vietnamese names and are used by the lessons in this handbook:
| Template | Used in lesson |
|---|---|
| MẪU - FCL xuất khẩu đường biển (Hải Phòng - Busan) (FCL sea export template) | Lessons 1, 2, 3, 4, 5, 9 |
| MẪU - LCL nhập khẩu gom hàng (Busan - Hải Phòng) (LCL import consolidation template) | Lesson 6 (the direct LCL part) |
| MẪU - Hàng không xuất khẩu (Nội Bài - Incheon) (air export template) | Lesson 7 |
| MẪU - Đường bộ qua cửa khẩu (cross-border road template) | Lesson 8 |
The other eleven templates carry the prefix TPL- and are the product's own templates, covering FCL routes, LCL master and house shipments, air freight in both directions, and road FTL and LTL. The TPL- templates have four stages or fewer and no tasks; the four Vietnamese-named templates above come with the full six stages and their tasks.
Each template carries: the charge lines, the workflow steps, the route legs and (for the four Vietnamese-named templates) the list of operational tasks. Note when you apply a template to a new shipment: the selling price of each charge line is copied across, while Cost Price and Vendor are left blank - fill them in yourself when you want to see profit and loss or create a vendor bill (see Lesson 9, Step 2).
