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First-day checklist

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If you just created your account and you’re staring at an empty dashboard, work through this list. By the end, you’ll have a working environment to either start fresh or run the migration wizard.

For trading companies

Section titled “For trading companies”

  1. Confirm home currency. Settings → Company → Home currency. Make sure it’s what your books are denominated in. Locks on first car purchase.

  2. Add the currencies you trade in. Settings → Currencies. Add each foreign currency (USD, KRW, EUR, etc.) with at least one spot rate against home.

  3. Create your vaults. Vaults page → New vault. One per cash drawer or bank account, in the right currency. For multi-currency banks, create one parent vault and add per-currency sub-vaults.

  4. Add a few counterparties. Counterparties page. Start with the supplier you bought your first car from and your main buyer. You can add the rest as needed.

  5. Decide: fresh start or migration?

    • Fresh start — no opening balances to enter. Skip the wizard. Start adding cars.
    • Migration — you have existing inventory, AR, AP, vault balances. Run the Migration to Export119 wizard now. It’s much faster and less error-prone than entering opening journal entries by hand.

  6. Invite your team. Settings → Team. At minimum invite a bookkeeper and a yard manager.

  7. Add a test car. Cars page → Add car. Pick principal sourcing, fill in make/model/year/VIN, pay from a vault. Confirm the GL post (open Ledger and you should see two rows: a vault credit and an inventory debit).

For forwarders

Section titled “For forwarders”

  1. Add your service currencies. Same as above — Settings → Currencies.

  2. Create your shipping schedules. Shipping Schedules page → New schedule. Pick container or RORO, set origin/destination terminals, ETD/ETA, voyage number, and the pricing matrix (HS heading × equipment type × price).

  3. Invite your operations team. They’ll need access to Bookings, Container details, and the Document checklist.

  4. Wait for bookings. Traders browsing your schedules will request bookings, which arrive in your Bookings inbox.

For customs brokers and CFS

Section titled “For customs brokers and CFS”

  1. Confirm your service currencies.

  2. Wait to be assigned. Traders or forwarders assign containers to you from their side. The shipments appear in your queue once assigned.

  3. Work each shipment through its required documents. The checklist is specific to the cargo category (container vs RORO vs mixed).

Section titled “Related”