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Overview & order of setup

Depot Setup is the one-time configuration a new depot works through before any real operational data — gate passes, invoices, work orders — can flow through the system. Almost every setup screen feeds something else downstream, so doing them out of order usually just means redoing a step once you hit a blocked form. This page recommends an order and says why, in one line each; the full dependency chains are in How features connect.

Before you start

  • Nothing — this is the entry point into configuration. If you haven't logged in yet, see Logging in & roles first.

Walkthrough

Work through these in order:

  1. Company — company profile, branding, and bank details. Do this first because the EDI Sender ID set here is a prerequisite for EDI later, and the logo/bank details show up on invoices and communications from day one.
  2. Yard configuration — zones and their bays × rows × tiers layout. This is the single most depended-upon setup page in the product: no yard slots means no Gate In can be finalised and no container can be placed, full stop. Do it early even if you're not ready to finalize every zone's exact layout.
  3. Charge codes & tax components — the billable line items and tax rules that every tariff rate references. Tariffs can't be built without charge codes existing first.
  4. Tariffs & repair rates — storage/gate tariff profiles and repair rate books, both built on top of charge codes. Nothing bills correctly — and repair estimates are refused outright — until at least one profile of each kind is Published.
  5. Meta fields — custom fields for Container, Gate Pass, Customer, Shipping Line, Order, and Invoice. Optional, but easiest to define before your team starts creating real records that would otherwise need retrofitting.
  6. Alert rules — dwell, overdue invoices, yard capacity, and other trigger-based notifications. These reference data from Yard, Billing, Containers, and Work Orders, so they're most useful once those areas have at least some configuration behind them.
  7. EDI — partner configs, templates, and the message log. Needs the Company's EDI Sender ID (step 1) already set, or trading partners will reject inbound messages.
  8. Users & portal access — staff accounts and portal invites. Deliberately last: you'll want the depot's core configuration in place before handing out logins, and portal invites need SMTP working plus a Customer or Shipping Line to already exist.

Once these are done, move on to Commerce to set up shipping lines and customers, which is what actually unlocks day-to-day Gate operations.

Who can access this

Settings is gated to Admin and Manager — see Logging in & roles for the full role/section matrix. Individual setup pages may narrow this further (noted on each page).