Manual of the parcel system


To start using IKOMSHIPPING:


1. Use one of the main browsers

• Google Chrome. ► (Recommended)
• Mozilla Firefox.
• Opera.
• Safari.
• Microsoft Edge.

2. Access our website www.ikomsoft.com

• In the upper right part of the Page press Login.
• A screen will open asking for your Username / Email and Password. (https://ikomsoft.com/software/)

3. Key users and data.

• Users and account keys of the system are typical of the people who were initially granted.
• It is not recommended under any circumstances to share users and passwords with 3rd. people.
• The data entered in this account is entirely of the person or entity that contracted the service of the IKOMSOFT account.

4. Account limitations

• It is prohibited to share users and account keys with 3rd. for purposes that have nothing to do with the work for which the account was contracted.
• we also prohibit the application of reverse engineering techniques, as well as trying to decompile or disassemble the software or perform any other operations that tend to discover the source code and internal operation of the program in use.

5. Note:

• This manual is intended for normal users of the system, so there is no information on use of system configuration as such.
• The other details of explanation and support for equipment such as printer, scanner, labels, changes and system configurations must be managed directly with technical support from IKOMSOFT.

General Report Board


1. Report Board

• This screen shows a summary of the revenues and expenses for billing in the last year. You can click on type of report to see different summaries such as collections, sales or container revenue. If you want to see only one detail select range of each chart separately.

Use of the Customer module


1. Create a Client

• Press the button on the top left
• Proceed to fill in the required data, those marked with red asterisks are obligatory *.
• After filling the customer's data to finish Press Save Client in the lower right part of the screen.

2. Search and update a customer's information

• Click on ► Customer Module.
• In the "Search" text field, type the customer's name, last name or phone number. Then press enter or press the "search" button to filter the desired client.
• Click on the Customer Code.
• Once on the screen of the selected client proceed to change the data you want and press Update in the lower right part of the screen.

3. Search for information about a Customer

• Click on ► Customer Module.
• In the "Search" text field, type the customer's name, last name or phone number. Then press enter or press the "search" button to filter the desired client.
• Click on the Customer Code.

See the different information tabs:

General ► offers general information information such as First Name, Last Name, Address, Phone.
Invoices ► shows all invoices made to that customer.
Payments ► shows all payments made by the customer.
Make payments ► Register a payment made by the customer.
Consignee ► shows all the consignees that the client sent you previously.
Pickups ► shows all collections made to that client.
Claim ► shows all claims made by the customer.
Internal Notes ► shows all the notes or notes about that client specifically.

Use of the Invoices module


1. Create an Invoice

• Press the button at the top left ► Create New Bill
• In the Search text field, type the customer's name, last name or phone number. Then press enter or press the "button" search to filter the desired client, click on the code to select.
• After having selected the client ( Send ) proceed to select the consignee ( Receive ). If the consignee does not exist, create it in the Create New button.

• Enter the invoice number, driver and container number.

• To insert Pre-Created Products press the + Item button Insert the Articles created in the Module Articles , Select the desired Item scroll through the description, quantity and price until inserting it in the bill.
• To insert Products with calculation of measures press the button + Calculation Insert the Articles created in the Items Module, Select the desired Item scroll by pressing the Enter key by the description, Measures, quantity and price until inserting it in the bill.
• To insert Unusual Products, place the cursor in the search field under + Item Select -, Enter the article description and scroll by pressing the enter key for the quantity and unit price until inserting it in the Invoice. Repeats the process to insert more than one article.

• Finally, in the bottom right part of yellow, place the payment of the invoice, select the type of payment. Press save Now.

Use of the Module of Articles


1. Create an Article

• Press the button at the top left ► New Item
• Proceed to fill in the required data, those marked with red asterisks are obligatory *.
• After filling the article's data to finish Press Save Item at the bottom of the screen.

2. Search and Update the information of an Article

• Click on ► Article Module.
• In the "Search" text field, type the description of the article. Then press enter or press the search button to filter the desired article. • Click on the Article Code.
• After having changed the desired article data press Update at the bottom of the screen.

3. Price by countries

• Click on ► Article Module.
• In the "Search" text field, type the description of the article. Then press enter or press the search button to filter the desired article. • Click on the Article Code.
• Click the Country Price tab, enter the price for the country you want and press Update at the bottom of the screen.

Note: These prices will enter according to the shipping destination of each order or invoice.

Use of the Collection module


1. Create a Collection to a Client

• On the Client tab Filter a customer ► Select by code.
• Proceed to fill in the required data, if the data of the collection are the same as the client, press copy> in the lower part of the box on the right. the fields marked with red asterisks are obligatory *.
• After having filled the customer's data to collect to finish Press Create in the lower right part of the screen.

2. Search and Update the information of a Collection

• Click on ► Collection Module.
• In the reports tab, search for the desired collection using the filter.
• Click on the Pickup Code.
• After having changed the data of the selected collection press Update in the lower right part of the screen.

Use of the Driving module


1. Create a Drive

• Proceed to fill in the required data, those marked with red asterisks are obligatory *.
• After filling in the driving data to finish Press Create in the lower left part of the screen.

2. View content of a drive

• Click on the "button" to the right of the desired record ► Packages .

Use of the Income and Expenditure module


1. Create an Income or Expense

• In the corresponding tab proceed to fill in the required data.
• After having filled in the corresponding income or expense data Press Create in the bottom left of the screen to finish.

2. Search and update the information of an income or expenditure record

• Click on ► Income or Expenditure Module.
• In the reports tab, search for the desired record using the filter.
• Click on the Registration Code.
• After having changed the data of the selected record press Update in the lower left part of the screen.

Use of the Reports module


1. Container

• It represents everything that has to do with Billing of goods for shipping.
• Reports can be printed by date ranges, branch, containers, drivers and other configurations specifically.
• In this tab you can generate reports of accounts receivable from customers, claims, invoices, container lists, labels and packing lists requested by the ports of the destination country of shipment.

2. Payments

• It represents everything that has to do with Payments of merchandise for shipping concept.
• Reports can be printed by date ranges, containers, drivers and other configurations specifically.
• Generate reports of payments made by branch, type of payment and origin.

3. Collect

• It allows to manage the reports of the collected packages.
• Generate report by date ranges, status, drivers, branches, state, city, status and defined zones.

4. Income and expenses

• This tab allows you to manage reports of daily income and expenses.
• This type of report is managed by defining date ranges, drivers, branches, invoices or types of payments.

5. Customers

• Generate general information report.
• Filter by country, State, City, Balance and customer classification

6. Agency

• Allows to manage the payment of commissions to agents.
• Reports can be printed by date ranges, branch, containers, drivers and other configurations specifically.
• Generate general billing and commission report.













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