Welcome to Logistiqo!
Before you start using Logistiqo in your daily operations, we recommend completing a few basic setup steps. These settings create the foundation for your company data, documents, users, emails, numbering, business partners, and your first shipment.
This article gives you an overview of the recommended setup process. For each setup area, you can find more detailed articles in this Help Center by using the search field at the top of the page.
Completing this setup before your live launch helps ensure that your workflows are structured correctly from the beginning and that documents, invoices, and other records are created with the right information.
Setup Checklist
We recommend completing the following steps in this order:
- Complete your company data
- Upload your company logo
- Set up number ranges
- Translate Standard Data
- Create users
- Set up email accounts
- Configure email signatures
- Create companies
- Create your first shipment
1. Complete Your Company Data
Start by reviewing and completing your company information.
This may include your company name, address, contact details, commercial register information, tax number, VAT ID, bank details, and other relevant company information.
This data is used in different areas of Logistiqo, including documents, invoices, reports, and printouts.
2. Upload Your Company Logo
Upload your company logo so it can be used in Logistiqo and on relevant documents or printouts.
This helps ensure that your documents have a professional and consistent appearance.
3. Set Up Number Ranges
Set up your number ranges before creating live records in Logistiqo.
Number ranges define how orders, invoices, credit notes, and other records are numbered. Setting them up correctly from the beginning helps ensure a clear, consistent, and traceable numbering structure.
4. Translate Standard Data
Translate predefined standard data into the language your team will use in daily operations.
5. Create Users
Create users for your employees so they can access Logistiqo with their own login credentials.
When creating users, you can define which areas and functions they should be able to access based on their role and responsibilities.
6. Set Up Email Accounts
Set up one or more email accounts so emails can be sent directly from Logistiqo.
Depending on your setup, email accounts can be assigned to specific users. This allows your team to send documents, messages, and other communication directly from the system.
7. Configure Email Signatures
Configure email signatures for outgoing emails.
A consistent email signature helps ensure that communication sent from Logistiqo looks professional and includes the relevant company or contact information.
8. Create Companies
Create the companies you regularly work with, such as customers, subcontractors, carriers, loading points, unloading points, or other business partners.
These companies will then be available when creating shipments, orders, documents, and other records in Logistiqo.
9. Create Your First Shipment
After completing the basic setup, you can create your first shipment.
This is the first operational step in Logistiqo and allows you to see how your company data, number ranges, business partners, and workflows come together in daily use.
Recommended Next Step
We recommend going through this setup checklist before your live launch.
A clean setup helps your team start efficiently, reduces errors in daily work, and ensures that documents, invoices, and workflows are based on the correct information from the beginning.