GoFreight Guides
Explore features, workflows, and common questions.
Visibility - Internal (GoFreight User) Function
- Getting Started with GoFreight Tracking
- How to Import Shipments into GoFreight for Status Tracking?
- How to Effectively Manage Cargo Status Using My Containers?
- How to Properly Trigger Tracking EDI for Real-time Shipment Updates?
- How to Manage Your Shipment Tracking Email Notifications
- How to Quickly Review Shipment Status in House B/L List?
- Latest Retrieval Time of Tracking EDI
Visibility - External (Visitor-facing) Function
- How to reset Tracking User Password?
- How to Use the “Complete Shipment” Function in GoFreight
- Customer Portal Display Settings
- How to Set Up Customized Shipment Report For Tracking User
- How to update Status & Requirements in the Customer Portal ?
- How to Sync Documents with Tracking Users Efficiently?
- How to get your trade partners to use the Tracking Portal?
- How to Get Your Warehouse Partner to Use the Dock Receipt List in the Tracking Portal?
- Tracking System Supports Automatic Correction of Shipment Information
- Setting Up Tracking Email Notifications for Trade Partners
Tracking Customer Portal
- How to Track Carbon Footprint (CO2e) on Tracking Portal
- How to use the Dock Receipt List in Tracking Portal
- Tracking Portal Ocean Shipment Entry
- Tracking Portal Ocean Shipment List View
- Understanding the “Complete Shipment” Function in the Tracking System
- Tracking Dashboard
- Customer Portal - Invoice List
Basic
- How to Reset Your GoFreight Account Password?
- How to Reset Your Password
- How to Set Up Your GoFreight Account Email Address?
- How to Resolve Microsoft "Need Admin Approval" Error During Email Verification
- How to Verify Your Gmail Account on GoFreight
- How to Whitelist the GoFreight Domain in Your Email Server?
- Which User Permissions Can Be Customized in GoFreight?
- How to Load Recipients (To, CC, and BCC) from Previous Emails in GoFreight
- How to Use Color Remarks for Invoice Status
- How to Use List Views in GoFreight
- How to Use Global Search in GoFreight?
- How to Insert Templates into Your Document Preview Page ?
- Ocean Import – Shipment Entry Page
- How to Use Insert Templates for Data Entry
- How to Use Shipment Memos for Important Notes and Attachments
- What is Quick Link and how can I use it?
- How to Use the House Bill of Lading (House B/L) List in Ocean Shipment
- How to Create and Manage Trade Partners
- How to Check Negative Profit Shipments in GoFreight?
- How to Use Trade Partner Aliases for Faster Searches
- [FAQ] What to do when your customer/vendor can not receive email from GoFreight or open GoFreight's PDF documents.
- How to Check the Number of Active Users on GoFreight?
- GoFreight Account Security Measures
- GoFreight Disaster Recovery and Network Intrusion/Virus Incident Plan
- How to Use Color Remarks to Track Shipment Status
- How to Use the To-Do List on the Dashboard in GoFreight ?
- How to Manage Contact Information for Trade Partners
- How to Switch Display Language in GoFreight?
- How to Set Up Trade Parties for Trade Partners
- How to Preview Memos and Documents Without Opening Shipments
- How to Disable a User Account?
- How to Use GoFreight's Dashboard for Performance Analysis?
Basic Operations
- How to Search for HB/L Shipment Files
- How to Print a Voucher for Journal Entry
- How to Search for a Payment Made?
- How to Quickly Assign OP to Handle Shipments
- How to Search for an Invoice in the Invoice and Cost List Feature?
- How to Assign HBL to Multiple Container(s)?
- How to Batch Change the Sales in Charge?
- How to Review Profit Reports for Specific Shipments under List View?
- How to Export Shipment Lists in GoFreight?
- How to Rearrange the Table Column Configuration?
- How to Convert a Draft Invoice to a Normal Invoice?
- How to Create Accounts Receivable (AR) Invoices in Invoice Mode?
- How to save an invoice as template and how to load the templates next time for billing based?
- How to Generate an HB/L Charge Report in Excel?
- How to Send a Document via Email in GoFreight?
- How to create Debit/Credit Note(s)?
- How to Create Accounts Payable (AP) Invoices in Invoice Mode?
- Auto-Saved Generated Documents to the Doc Center
- How to Manage Shipment Documents?
- How to Change the "Ship Mode" of Your Shipment?
- How to Create an AP Invoice from an Existing Quotation ?
- How to Search for Ocean Export and Ocean Import Shipments in the Master B/L List?
- How to Search for a Received Payment?
- How to Assign Container(s) to Different HB/L?
- How to Batch Send, Download, or Print Arrival Notices?
- How to Complete Container Information?
- How to Block/Unblock shipments?
- How to Create a New Shipment from an Existing Quotation?
- How to create an AR Invoice from an Existing Quotation?
- How to Search for a Journal Entry in the Accounting Module?
- How to Change the OP in Batch for Multiple Shipments?
- How to Add a New Shipment in Ocean Import or Ocean Export?
Add-on Service Applications
Filing
- How to Submit ISF Filing in GoFreight?
- How to Submit AMS Direct in GoFreight eFreight Vision?
- Responsibility Differences Between ISF and AMS
- How to Submit AMS Filing via CrimsonLogic
- How to File AES in GoFreight
- How to File ACI/eManifest in GoFreight
- How to File AFR in GoFreight
- How to File ICS2 (ENS) in GoFreight
- How to Submit AMS Filing via eFreight
- AMS 系统简介(eFreight)
- How to Apply ISF and AMS in GoFreight?
Ocean Import
- Terms and Condition on Arrival Notice
- How to Create a Pier Pass?
- How to Generate a Delivery Order (DO) for Ocean Import Shipments in GoFreight
- How to Use Color Remark for Payment Status Tracking
- Where to Input the LFD Date for Ocean Shipments?
- Freight Release Process in the Ocean Import
- What is the Status Tab in a shipment file?
- Receiving a Pre-Alert in Ocean Import
- How to Manage OBL Received in Ocean Import
- How to Generate an Arrival Notice with Canada Rail Information ?
- How to Print HBL in the Ocean Import Module
- How to Batch Update Shipments?
- What Tools Are Available in the MB/L Section?
- How to Update Pier Pass(PP)/ Traffic Mitigation Fee(TMF) Charge Amount When Creating Accounts Payable(AP)?
- How to Use AESDirect in the GoFreight System?
- How to Use EDI History in Ocean Import
Ocean Export
- How to Attach BL Clauses When Generating a House Bill of Lading (HBL)
- How to File eBooking in GoFreight (Booking Request/ eSI/ eVGM)
- Commodity Setting by Trade Partner
- Generating a Commercial Invoice in Ocean Export
- How to Generate and Manage Pre-Alert Documents in Ocean Export
- Ocean Export – Batch Generation of HBL, Booking Confirmation, and Pickup/Delivery Orders
- How to Generate a Booking Confirmation for Ocean Export Shipments
- How to Generate Shipping Instructions for Ocean Export
- How to Generate a Packing List in Ocean Export
- How to Use the Vessel Schedule in Ocean Export
- How to Finalize a Shipment in Ocean Export
- How to Generate Pickup/Delivery Orders for Ocean Export Shipments in GoFreight
- Using Denied Party Screening in GoFreight
- How to Generate a Manifest in GoFreight
- How to Quickly Maintain Container Information by Importing Containers
- How to Create a Booking in Ocean Export
- How to Generate a Consolidated Manifest in Ocean Export
Air Import
- How to Create a New Shipment in Air Import
- How to Set Up and Use IT Numbers (IT No.) for Import Shipments
- How to Handle a Pre-Alert and Create a New Air Import Shipment
- How Does GoFreight Calculate Volume Weight in an Air Shipment?
- How to Generate an ATME for Air Import Shipments to the US
- How to Generate Delivery Orders and Other Air Import Documents in GoFreight
Air Export
- How to Create a New Air Export Shipment for e-AWB
- How to Generate a Security Endorsement (TSA Letter)
- How to Print a Package Label for Air Export Shipments
- MAWB Stock List Management User Guide
- Guide to the Enhanced Air Export – “Copy Charges” Feature
- How to Use the Document Package Feature for Air Export Documents
- Air Export Booking Management
- How to quickly calculate volume weight in Air Export
- How to Submit e-AWB in GoFreight
- AWB No. Management in GoFreight
- Enhanced Air Export Module Overview
- How to set up Air Export other charges?
- How to Generate a Consolidated Manifest
Trade Partner
- How to Set Up an Account Group for Trade Partners?
- How to Manage Carrier Contract Number by Trade Partner
- Check Bond Status — Importer Bond Details Overview
- How to Update or Remove a Trade Partner's Account Group?
- Enable Dummy Trade Partner (Dummy TP)
- How to Merge Trade Partners (TP)?
- How to Manage and Merge Dummy Trade Partners (TPs) in GoFreight
Accounting - Invoice & Billing
- What is Post Invoice, and How does it work?
- How to Block or Unblock an Invoice?
- How to Create Charges in Billing-Based Mode?
- How does the Load and Link/Match work?
- How to Share Profits with Your Overseas Agent Using Debit and Credit Notes?
- How to Write Off Invoices as Bad Debts?
- How to Print an AR Invoice?
- How to Create a G&A Invoice / Expense?
Accounting - Payment & Banking
- How to create a new payment on Payment Received List?
- How to Create a New Payment on the Payment Made List?
- How to Receive a Payment (Full Receive or Partial Receive) ?
- How to Make a Payment (Full Paid, Partial Paid)?
- How to Create a New Payment on the Invoice/Cost List?
- How to Make a Payment Without an Invoice for Salary and Bank Charges?
- How to Make a Payment with a Credit Card in GoFreight ?
- How to Void a Payment?
- How to Delete a Payment in GoFreight
- How to Settle Payment In Main Currency?
- How to Block or Unblock Accounting in Batch by Date?
- How to Block Accounting Data in Batch by Files?
- How to Verify Accounting Block History ?
- How to Perform Year-End Closing in Accounting
- How to Input Bank Beginning Balance?
- How to Perform an Internal Bank Transfer?
- How to Set Up Auto-Generation of Check Numbers?
- How to Print Checks in Batch?
- Clear Check By Excel
- How to Print Checks with or without a Rider in GoFreight?
- Customer Prepayments: Handling Deposits as AR Credits (Credit Note Method)
- Customer Prepayments: Recording Deposits as Liabilities (G/L Method)
- Vendor Prepayments: How to Pay Partners in Advance (AP Method)
- Which Prepayment Guide Should I Use?
- How to Make a Payment for G&A Expenses (General and Administrative) Without Creating an Accounts Payable (AP) Invoice?
- How to Offset Accounts Receivable with Accounts Payable Invoices From One Party in One Payment
- How to Make a Payment with Petty Cash?
- How to Perform Bank Reconciliation in GoFreight
- How to Offset Multiple AR and AP Invoices from Different Parties Under One Payment
- How to Make or Receive Payment with Multiple Statements in Agent/Local Statement?
- How to Clear/ Deposit a Payment at the Bank?
- How to Block/Unblock a Payment?
Accounting - Reports & Analysis
- How to Use the Invoice / Cost List & G&A Invoice / Expense List in GoFreight
- Quick Guide: Extracting Freight Codes & Analyzing Profits
- How to Generate an Income Statement in GoFreight?
- How to generate 1099 Report in GoFreight?
- How to Batch Process/Reconcile with Bank Reconciliation Sheet
- How to Check Bank Book Balance
- How to Check AR/AP Status Using the B/L List
- How to Check AR/AP Status through the Volume & Profit Report
- How to Check AR/AP Status: Invoice / Cost List
- How to Generate a Revenue/Cost Report?
- How to Search in the Aging Report?
- How to Send Emails Weekly Automatically in the Aging Report to Your Team?
- How to Generate a Journal Report in GoFreight?
- How to Generate a Freight Statement in GoFreight?
- How to Generate a General Ledger Report in GoFreight?
- How to Generate a Balance Sheet in GoFreight?
- How to Generate a Trial Balance in GoFreight ?
- How to Generate the Agent/Local Statement?
- Agent/Local Statement : How Does Block Invoices & "Amount Confirmed" work?
- How to reload/revise the agent/local statement?
- How to Generate the Singapore GST Report (For Singaporean Companies Only)?
- How to Generate Financial Report (CN Version) in GoFreight ?
Accounting - Settings & Management (Authorized Users Only)
- Locking Behavior in the GoFreight System
- How to Create a New Journal Entry
- Cross-Office Journal Entry Guide (For Multi-Office Environments)
- How To Batch Import Journal Entries?
- How to Set Up Default Freight Rates For A Specific Module?
- How to Add Fixed Charges for Each Trade Partner?
- How to Set Up a French or Mandarin Remark on AR Invoices
- Configuring Invoice Remarks in Bank List
- User Guide: Currency Table, Currency Rates, & AR Invoice Styles
- How to Create a G/L Code in GoFreight?
- How to Edit a G/L Code?
- How to Create a Billing Code?
- Multi-Tax User Guide: Streamlining Tax Calculations
- How to Block Charges in Billing-Based Mode?
- How to Configure Invoice Template Settings for Trade Partners
Report
- Employee Performance Report User Manual
- Profit & Loss Reconciliation Report Tutorial
- How to Access the Billing Usage Report
- How to Generate and Analyze the Volume & Profit Chart
- How to Generate a Volume and Profit Report?
- How to use the Add To Favorite button on the Volume & Profit Report
- How to Calculate Sales Commission Using Volume and Profit Report?
Sales
- How to Add Quotations to Favorites?
- Mark off stackable & HAZ / DG on quotation
- How to Reorder or Hide Quotation Items?
- How to Generate and Print Quotation Documents?
- How to Use the Filter Function on the Quotation List?
- How to Configure Quotation Items?
- How to Output the Quotation List as Excel?
- How to Create a New Quotation in Simple Steps
- How to Import Contracts into GoFreight?
- Quotation Status
- How to Create Quotations by Using Rate Finder ?
- Quotation List
- How to Check All Created Quotations?
- How to Configure the Quotation List ?
Warehouse
- How to Use the Item List for Warehouse Operations
- How to Use Inventory Management in the Warehouse Module
- How to Link a Partial Quantity of Warehouse Items to a Specific Shipment?
- How to Link a Full Quantity of Warehouse Items to a Specific Shipment?
- How to Create a New Receiving in the Warehouse Module?
- How to Generate Documents from the Warehouse Receipt ?
- How to Load Warehouse Inventory Item to a House Bill of Lading?
- How to Add a New Receipt from the Warehouse Module
- How to Create a New Shipping from the Warehouse Module?