Learn how you can use CALISTA freight exchange effectively and start uploading your rates onto the portal!
1. Module: User Registration & Customer Management
Language available: English
Date: 21 Jan, 19 Feb, 19 March, 25 March, 22 April, 24 May, 18 June, 22 June, 22 July, 27 Aug, 17 Sept, 22 Sept, 22 Oct, 19 Nov, 25 Nov, 10 Dec 2021
Time: 2:00pm - 4:00pm (GMT +8)
Agenda:
| Module 1 - User Registration | |
| 1 | How to update company information |
| 2 | How to add Branch and Department |
| 3 | How to add and assign access rights to user |
| 4 | How to edit users' details, reset password and freeze account |
| 5 | How to add, edit and delete reports |
| Module 2 - Customer Management | |
| 1 | How to add and edit new direct customer/other partners' information |
| 2 | How to browse customer detailed information |
| 3 | How to add, edit, disable and delete parties |
| 4 | How to add Suppliers and Global Agents |
2. Module: Rate, Operations & Finance Management
Language available: English
Date: 28 Jan, 26 Feb, 22 March, 31 March, 29 April, 31 May, 25 June, 29 June, 29 July, 31 Aug, 24 Sept, 29 Sept, 28 Oct, 23 Nov, 30 Nov, 17 Dec 2021
Time: 2:00pm - 4:00pm (GMT +8)
Agenda:
| Module 1 - Rate Management | |
| 1 | How to add, edit and publish products /rates/business contacts |
| 2 | How to add, edit and delete agency charges |
| 3 | How to apply rates to direct customers and global agents |
| 4 | How to add, edit and delete additional charges |
| Module 2 - Operations Management | |
| 1 | How to manage My Orders |
| 2 | How to consolidate in Order Management |
| 3 | How to group in EC parcels |
| Module 3 - Finance Management | |
| 1 | How to update Bill in Receivable Management |
| 2 | How to add payment in Payable Management |
| 3 | How to manage Expense receive and pay |
| 4 | What is Thunes Payment Service |