First setup: the dialog and the draft
Registration creates the company and its administrator. After you confirm your email and accept the documents in the first sign-in window, the assistant offers to set up the company, prepare the main reference lists and then draw up the first request.
The setup is available to the administrator and the head. Other employees and clients do not go through the company wizard. New companies have the assistant's "Knowledge" («Знания») and "Data" («Данные») modes enabled automatically; whether the dialog is available also depends on the service being connected.
How the screen is laid out
On the left is a dialog with explanations and ready-made answers, on the right is an editable draft. You can press a button, answer in your own words or fill in a field. On a phone, switch between the "Dialog" («Диалог») and "Draft" («Черновик») panels.
When the assistant suggests changes, look over the values and press "Add to draft" («Внести в черновик»). The reference lists appear only after the overall review and the "Save settings" («Сохранить нас тройки») button at the end. While you are editing fields, the system saves only the draft.
If the assistant is unavailable, press "Continue in the form" («Продолжить в форме»). All the fields and explanations remain available.
Eight steps
1. Start
See what there is to set up. The suggested values can be changed; they have not been written to the reference lists yet.
2. Company
Check the company's name, tax ID (INN), address, phone and email. The name and contacts are filled in from registration. A search by tax ID can fill in the name and address. A tax ID has 10 or 12 digits.
The company email is a contact for work; changing it does not change the email used to sign in. The company's general record and the details of its own legal entities are different settings.
3. Your work
State whether you use your own or hired transport, whether you have a warehouse, and your main process: direct carriage, groupage cargo or several legs. The answers help draw up a plan of next actions and do not limit what the company can do.
4. Shipments
A request describes a particular client's cargo. A shipment combines requests into a trip. Shipment types are conveniently named after destinations or the format of carriage.
Choose one type as the default. Enter known weight and volume limits; leave unknown ones empty. Without a known limit, the load percentage is not calculated.
5. Workflow stages
Check the chain of request statuses and the chain of each shipment type separately. Statuses can be renamed and reordered, and you can add your own.
Each chain needs at least two statuses, exactly one initial status and at least one final one. The normative time is optional and is set in minutes. See Statuses for details.
6. Currency and accounts
For a new company RUB is suggested; change or extend the list and choose one active base currency.
Bank details can be postponed. If you do not add accounts manually, finishing the setup creates an active cash account "Main" («Основная») in the base currency with a zero balance and without legal or bank details. The initial mode is "No VAT" («Без НДС»). This is the starting setting: check it before creating financial documents.
Several of your own legal entities are set up through separate cash accounts within one company. They can have the same currency and different legal entity/bank details. In the details form, press "To draft" («В черновик») to carry over what you entered. If you have added your own accounts, the extra "Main" account is not created.
After the setup is finished, all of this is edited in Settings → Accounts/Cash desks («Настройки → Счета/Кассы»). See Cash accounts for details.
7. What will come in handy
Tick the next actions you need: addresses, transport/drivers, finance, clients/staff, Kontur.Logistics, print templates, custom fields, notifications. The plan stays on the dashboard after the setup.
Income/expense items and services can be added now or postponed. Add services with a known price; a zero price means a free service. Placeholder rows are not needed.
8. Review
Look over the company, the reference lists, the accounts and the postponed actions. If something is missing, go back to the relevant step. Then confirm that you have checked the data and press "Save settings" («Сохранить настройки»).
The data is written as a whole: if there is an error, nothing from this operation is applied. A retry after a lost response does not create duplicates. Requests, payments and client accounts are not created automatically.
The trial period starts when the settings are saved — see Billing and subscription.
Continue later
The draft is saved on the server. Wait for the "Draft saved" («Черновик сохранён») label or press "Continue later" («Продолжить позже») — the system saves the changes and signs you out. The setup can be continued from another device. The conversation itself is not restored after the screen is closed.
The draft is kept for 30 days without activity. If that period has expired, the setup starts from the data already saved in the company. If another administrator has changed the draft or the reference lists, the system offers to load the current version. Until you load it, your unsaved fields remain visible.
The first request and next actions
After the setup you can open the form for the first request or the dashboard. Creating a request is optional and does not affect whether the setup is complete.
A client has a user account and a personal area. A counterparty works without a personal area and can be a party to the carriage. A counterparty does not replace the client who orders the request. Access for a client is created separately in the users section.
The plan on the dashboard leads to the relevant settings. Following a link does not mean the task is done: tick it off after filling it in. Tariffs are available in "Calculation" («Расчёт»), the subscription in "Billing" («Биллинг»), and the interface look in "Theme" («Тема»).