Helpers

Shortcuts

Customer

• New customer --> Ctrl + Alt+ C
• Customer List --> Ctrl +Shift + C

Quotation

• New Quotation --> Ctrl + Alt+ Q
• Quotation List --> Ctrl + Shift + Q

Job

• New Job --> Ctrl + Alt+ J

Payment Voucher

• New Voucher --> Ctrl + Alt+ P

HAWB

• New HAWB --> Ctrl + Alt+ H

App Drawer

• App Drawer indicated by four dots, provides you a list of options concerning Undone Tasks / Pending Tasks
• It encompass Tasks , Memo, Learning Document accompanied by the following aspects

Pending Invoice

It furnishes you with the log of invoices,cost sheets in pending state.

Invoice Approval

It furnishes you the invoices to be approved.

Pre Invoices

It switches to the page where you will find a list of Preliminary Invoices

OS Invoices

It Brings to your notice about the Unpaid Final Invoices and Unpaid Supplier Invoices.

Overdue Invoices

It makes you aware about the Unpaid Final Invoices

Invoice Dispatches

It delivers you a list of Invoices in Transit and Yet to dispatch.

Voucher Approvals

Vouchers which are yet to Approved are listed here.

Airport / Airlines

This option redirects you the respective page where you can create / View Code of Airport / Airlines

Seaport

Seaport allows you to view / create the following details

• Point code
• Point Name
• Port Code
• Port Name
• Country Code
• Country

Notification Bar

Notification bar available next to the Action Bar notifies you of the changes / Modifications done in your account with the respective user information .

Notification bar helps you to track the user behaviour precisely.

Floating Bar

• Start Off Floating Bar by clicking on the arrow facing outside .
• It can be accessed from every module of BridgeLCS. This is not only limited to Dashboard Page.
• Floating bar also has an option called New tab on each feature to open the same in a new tab which helps you to access the feature in a better and convenient way.

• Floating bar provides you multiple features as follows,
  • Reminder - to notify the meetings / tasks scheduled
  
  • Task - to assign a task for yourself / for your team member and the notification for the same will get reflected in the reminder section .

    Task can be created in the following method

    Step 1

    Go to Task -> New Task. A new popup window will open.

    Step 2

    Once the window is opened, you can see 7 different columns to be filled. The Columns are as follows,

    • Employee
    • Title
    • Tags
    • Priority
    • Due Date
    • Due Time
    • Description

    Step 3

    Do fill the mandatory details indicated by a red asterisk to complete the task creation.

    • Primary User can view the list of tasks created by the Secondary Users.
    • An Email Notification will be received by the secondary user if the primary user assigns a task for them .
    • A 3 day prior notification will be sent through an email in respect to the task created
    • User will receive an email once the task completes / expires.
    
  • Document - to hoard a document and to set a reminder if any work is to be done on the document further.
    • Notification on Document Creation will be received by both the primary user and the user who has created the document.
    • Reminder Notification will be sent based on the Reminder Set.
    • Document Expiry will be intimated to the respective user along with the Primary User through Email .
    • Attributes to be Entered to complete the document creation are,

      Reference (*)

      indicates on which section / part the document has to be created.

      Party (*)

      respective customer / supplier / Job based on the reference selected.

      Title (*)

      Validity From Date and To Date (*)

      Validity of the document

      Reminder

      {Make Sure to Set this to get a reminder }

      Files

      Upload the required files.

      Description

      Optional field wherein you can capture the details related to the document if required.

    
  • Learning Center - can be referred to know about the fields and its workflow respective to the page that you are present in.
    
  • What's New : Be updated about the features Launched / Introduced.
  • Settings : Make the appearance of your account presentable each day with the customization feature
    
  • Feedback : raise tickets, suggestions and start a conversation with Bridge LCS Team .