Author: administrator

  • Manage Cargoes

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    View a Cargo

    To view a cargo in the system:

    1. Login to your portal https://portal.evessel.io/
    2. On the side menu navigate to “Inventory” section, and click on “Cargoes”.
    3. Use the search options and filters to find the cargo you wish to update and click on the view button the action column.

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    Understanding Cargo Properties

    Access – It can be set to private or public. When the access is set to “Private” only the staff can see the specified record. When set to “Public” it will be available for all the users assigned to the exporter.

    Master bill of Lading Notes – Notes to be attached to the Master Bill of Lading (MBL) when generated.

    Public Notes – Those are notes that will be visible on the record when viewed by the exporter. This is meant to be as a notes holder to the client.

    Private Notes – Those are notes that will only show on the record for management and staff.[/vc_column_text][/vc_column][/vc_row][vc_row nav_skin=”light” consent_include=”include” row_id=”enter-cargo”][vc_column css_animation=””][vc_column_text]

    Enter New Cargo

    To enter a new cargo into the system:

    1. Login to your portal https://portal.evessel.io/
    2. On the side menu navigate to “Inventory” section, and click on “Cargoes”.
    3. From the top action bar, click on “Add New”.
    4. Fill in the cargo form and press “Save”.

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    Upload and Share Documents

    Once a cargo record is created documents can be attached to it using the “Cargo Images & Documents” section on the cargo page.[/vc_column_text][/vc_column][/vc_row][vc_row nav_skin=”light” consent_include=”include” row_id=”upload-documents”][vc_column css_animation=””][vc_column_text]

    Email Record

    Once a cargo record is created you can email the record to any contact or emails by clicking on the “Email” button on the top navigation bar on the cargo details form screen. Once clicked the system will pop-up a mailing form.

    Reply to – Must be the logged in user email or the system email. If left empty, it will be send from the system email. When this field is selected, it will receive the email response from the client if they chose to.

    To – The email to be sent to. You can select from the list or type it in. It can also be multiple emails.

    CC – Emails to be included as copy.[/vc_column_text][/vc_column][/vc_row][vc_row nav_skin=”light” consent_include=”include” row_id=”update-cargo”][vc_column css_animation=””][vc_column_text]

    Update a Cargo

    To update a cargo in the system:

    1. Login to your portal https://portal.evessel.io/
    2. On the side menu navigate to “Inventory” section, and click on “Cargoes”.
    3. Use the search options and filters to find the cargo you wish to update and click on the edit but on the action column.
    4. Update the records as needed then scroll down to the bottom and press “Save”.

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    Delete a Cargo

    To delete a cargo in the system:

    1. Login to your portal https://portal.evessel.io/
    2. On the side menu navigate to “Inventory” section, and click on “Cargoes”.
    3. Use the search options and filters to find the cargo you wish to update and click on the edit but on the action column.
    4. On the top action bar, look for the “Delete” button and confirm the deletion.

    [/vc_column_text][/vc_column][/vc_row][vc_row nav_skin=”light” consent_include=”include” custom_bg_color=”{“solid“:{“id“:“custom_2512122390250267“,“color“:“#fff1c2“}}”][vc_column css_animation=””][vc_column_text]Note: Deleted cargo is only hidden from view but can still be accessible by admin users unless deleted permanently.[/vc_column_text][/vc_column][/vc_row]

  • Manage Contacts

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    Create New Contact

    To create a new contact in the system:

    1. Login to your portal.
    2. From the left side navigation menu, navigate to “Address Book” and click on “All Contacts”.
    3. On the top action menu, you will fine a “Add New” button.
    4. Fill in the form to create a new contact and press on “Save” when done.

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    Update a Contact

    To update a contact in the system:

    1. Login to your portal.
    2. From the left side navigation menu, navigate to “Address Book” and click on “All Contacts”.
    3. Use the smart search bar on top to fine your contact.
    4. Press on the edit action button on the right side.
    5. Edit the form as you wish then navigate to the bottom and press on “Save”.

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    Delete a Contact

    To delete a contact in the system:

    1. Login to your portal.
    2. From the left side navigation menu, navigate to “Address Book” and click on “All Contacts”.
    3. Press on the contact you wish to delete by pressing on the row.
    4. On the top action menu, you will fine a “Delete” button.
    5. Confirm the deletion request.

    [/vc_text_element][/vc_column][/vc_row][vc_row nav_skin=”light” consent_include=”include” row_id=”delete-contact” custom_bg_color=”{“solid“:{“id“:“custom_2512122390250267“,“color“:“#fff1c2“}}”][vc_column css_animation=””][vc_text_element css_animation=””]Note: Deleting a contact will only hide it from the non-admin users and will be disabled from being selected on new entries. The contact will still exist in the system and can be restored upon request if not deleted permanently by the admin.[/vc_text_element][/vc_column][/vc_row]

  • Contacts Concept

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    Contacts are the center of the EV system. Every person that has a relation with the company is a contact including the clients and staff. Once a contact is created it can then be used within the EV system to be linked to a client company, login user, and more. A single contact can be linked to multiple clients and login users as well.

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    Note: Contacts are not just limited to clients and users, but it also used for any other personal that is connected to the EV system within your company.

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