Configuring Waybill in Movermate CRM allows you to fully customize all waybill-related settings in one place. It helps you define location codes, waybill types, waybill methods, agents, container types, warehouses, container providers, materials & equipment, and waybill statuses, ensuring your waybill operations remain structured.
Accessing Waybill Configuration Settings
Log in to your MoverMate CRM account.
From the left sidebar, navigate to Settings.
Under the Jobs section, click on Waybill Configuration.
Location Codes Configuration
1. Access Location Codes settings
Navigate to the Location Codes tab in the Waybill Configuration section.
2. Import Location Codes
Click on the Import button.
Upload the supported import file containing the location code records.
Review the imported data and complete the import process.
3. Add a new Location Code
Click on + Add Location Code.
A Location Code sheet pop-up will appear.
4. Enter Location Code Details
Name – The location code, for example, MLB, SYD, BNE.
Warehouse – Select the warehouse associated with the location code.
5. Edit or Delete Location Code
Navigate to Actions and click on the three-dot menu (⋮).
Click Edit to change the location code.
Click Delete to remove the location code.
Waybill Types Configuration
1. Access Waybill Types settings
Navigate to the Waybill Types tab in the Waybill Configuration section.
2. Import Waybill Types
Click on the Import button.
Upload the supported import file containing the waybill type records.
Review the imported data and complete the import process.
3. Add a new Waybill Type
Click on + Add Type.
A Waybill Type sheet pop-up will appear.
4. Enter Waybill Type Details
Name – The name of the waybill type, for example, Interstate, Local, International.
Job Type – Select the job type associated with the waybill.
5. Edit or Delete Waybill Type
Navigate to Actions and click on the three-dot menu (⋮).
Click Edit to change the name of the waybill type.
Click Delete to remove the waybill type.
Waybill Methods Configuration
1. Access Waybill Methods settings
Navigate to the Waybill Methods tab in the Waybill Configuration section.
2. Import Waybill Methods
Click on the Import button.
Upload the supported import file containing the waybill method records.
Review the imported data and complete the import process.
3. Add a new Waybill Method
Click on + Add Method.
A Waybill Method sheet pop-up will appear.
4. Enter Waybill Method Details
Name – The name of the waybill method, for example, Road, Rail, Sea, Air.
5. Edit or Delete Waybill Method
Navigate to Actions and click on the three-dot menu (⋮).
Click Edit to change the name of the waybill method.
Click Delete to remove the waybill method.
Agents Configuration
The Agents section allows you to manage all agents used in waybill operations.
1. Access Agents settings
Navigate to the Agents tab in the Waybill Configuration section.
2. Import Agents
Click on the Import button.
Upload the supported import file containing the agent records.
Review the imported data and complete the import process.
3. Add a new Agent
Click on + Add Agent.
An Agent sheet pop-up will appear.
4. Enter Agent Details
Agent Name – The name of the agent.
Branch Code – Select the branch code assigned to the agent.
Contact Number – The contact number of the agent.
Email Address – The email address of the agent.
5. Edit or Delete Agent
Navigate to Actions and click on the three-dot menu (⋮).
Click Edit to change the agent details.
Click Delete to remove the agent.
Container Types Configuration
The Container Types section allows you to manage all container types used in waybill operations.
1. Access Container Types settings
Navigate to the Container Types tab in the Waybill Configuration section.
2. Import Container Types
Click on the Import button.
Upload the supported import file containing the container type records.
Review the imported data and complete the import process.
3. Add a new Container Type
Click on + Add Container Type.
A Container Type sheet pop-up will appear.
4. Enter Container Type Details
Name – The name of the container type, for example, 20-foot Container, 40-foot Container.
5. Edit or Delete Container Type
Navigate to Actions and click on the three-dot menu (⋮).
Click Edit to change the name of the container type.
Click Delete to remove the container type.
Warehouse Configuration
The Warehouses section allows you to manage all warehouses within your waybill system.
1. Access Warehouse settings
Navigate to the Warehouses tab in the Waybill Configuration section.
2. Import Warehouses
Click on the Import button.
Upload the supported import file containing the warehouse records.
Review the imported data and complete the import process.
3. Add a new Warehouse
Click on + Add Warehouse.
A Warehouse sheet pop-up will appear.
4. Enter Warehouse Details
Name – The name of the warehouse.
5. Edit or Delete Warehouse
Navigate to Actions and click on the three-dot menu (⋮).
Click Edit to change the name of the warehouse.
Click Delete to remove the warehouse.
Container Providers Configuration
The Container Providers section allows you to manage all container providers used in waybill operations.
1. Access Container Providers settings
Navigate to the Container Providers tab in the Waybill Configuration section.
2. Import Container Providers
Click on the Import button.
Upload the supported import file containing the container provider records.
Review the imported data and complete the import process.
3. Add a new Container Provider
Click on + Add Container Provider.
A Container Provider sheet pop-up will appear.
4. Enter Container Provider Details
Name – The name of the container provider, for example, ABC Logistics, Global Containers, XYZ Shipping.
5. Edit or Delete Container Provider
Navigate to Actions and click on the three-dot menu (⋮).
Click Edit to change the name of the container provider.
Click Delete to remove the container provider.
Materials & Equipment Configuration
This section allows you to manage the materials and equipment used in waybill operations.
1. Access Materials & Equipment settings
Navigate to the Materials & Equipment tab in the Waybill Configuration section.
2. Import Materials & Equipment
Click on the Import button.
Upload the supported import file containing the materials and equipment records.
Review the imported data and complete the import process.
3. Add a new Material
Click on + Add Material.
A Material sheet pop-up will appear.
4. Enter Materials Details
Name – The name of the Material, for example, Bars, Trolley, Ties, Pads, Plastic Wrap.
5. Edit or Delete Materials
Navigate to Actions and click on the three-dot menu (⋮).
Click Edit to change the name of the Material.
Click Delete to remove the Material from the system.
Waybill Statuses Configuration
1. Access Waybill Statuses settings
Navigate to the Waybill Statuses tab in the Waybill Configuration section.
2. Import Waybill Statuses
Click on the Import button.
Upload the supported import file containing the waybill status records.
Review the imported data and complete the import process.
3. Add a new Waybill Status
Click on + Add Waybill Status.
A Waybill Status sheet pop-up will appear.
4. Enter Waybill Status Details
Name – The name of the waybill status, for example, Draft, Active, In Transit, Completed.
Is Default – Indicates whether the status is set as the default for new waybills.
5. Edit or Delete Waybill Status
Navigate to Actions and click on the three-dot menu (⋮).
Click Edit to make Waybill Status as default.
Click Delete to remove Waybill Status.
For any enquiries, contact the Movermate Product Experts at
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