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Tutorials

Learn Danube TMS while you use it.

Every page has a guided tour, step by step or played as a video. And for the main flows, short guides you can follow in five minutes.

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Inside the app

Help where you need it, not in a manual.

Three ways the app shows you around, and none of them needs a training session.

  • The “Guide” button

    In the top bar of every page. It tells you what the page is for and offers its tour.

  • A tour on every page

    The tour highlights each button and field in turn and explains it. Pages without their own tour get the general one: menu, boards and search.

  • “Play as video”

    The same tour plays by itself, with a cursor moving from step to step. Sit back and watch.

First steps

Step-by-step guides for the main flows.

From the first invitation to the first paid invoice. Each guide takes a few minutes, and the “Guide” button walks you through the same pages in the app.

014 steps

Invite your colleagues

Bring your team into your organization, each with the right role.

  1. Open Settings → Team members.
  2. Press Invite member and type your colleague’s email.
  3. Choose the role: Member, Administrator or Viewer and, if you want, limit access to one workspace.
  4. Press Send invitation. Your colleague gets an email and joins with one click.
024 steps

Create a board

Boards are where your data lives: one row per request, order or lead.

  1. In the left bar, next to Workspaces, press Create board and give it a name.
  2. Add columns with + in the header: status, date, person, company, files, formula…
  3. Switch between Table, Kanban and Calendar.
  4. Filter and sort the way you work, then press Save view to keep it.
034 steps

Add a request

Transport requests come in by email and from your website, or you add them yourself.

  1. Open the Requests board and press Add request.
  2. Link it to a company and a contact.
  3. In Details, fill in the route, the dates and the cargo.
  4. Move it to In progress, then Quoted: each status asks for the data it needs, such as the client price.
044 steps

Turn it into an order

A won request becomes an order with everything already filled in.

  1. Set the request to Won.
  2. In the request card, press Add order.
  3. The order appears on Orders with the data copied over and linked to the request.
  4. Add the carrier, the carrier price and the payment terms; profit and margin are calculated for you.
054 steps

Send the order to the carrier

The transport order, signed online, with the carrier’s documents coming back to the same place.

  1. On Orders, select the order.
  2. From the Carrier ▾ menu, choose Generate order: a PDF with an online signing link.
  3. Press Send the order to the carrier.
  4. With Documents from the carrier, the carrier gets a link to upload the CMR, the POD and the invoice.
064 steps

Issue the invoice

Invoice the client straight from the order, without retyping anything.

  1. Select the delivered order.
  2. From the Client ▾ menu, choose Generate invoice, or go to Accounting → Client invoices → Issue new invoice.
  3. With SmartBill connected, the invoice is issued in your SmartBill account.
  4. The PDF is attached to the order, and the client’s payment status is tracked on it.
074 steps

Get paid by card with a payment link

Send the client a link and let them pay by card.

  1. Connect Stripe once, from Settings → Integrations.
  2. In the order, open the payment link and choose the amount: the full amount or an instalment.
  3. Press Generate link and send it to the client.
  4. The client pays by card on Stripe’s secure page.
084 steps

Connect SmartBill, Stripe and email

Each integration has a step-by-step setup, no technical help needed.

  1. Go to Settings → Integrations.
  2. Pick the service: SmartBill, card payments (Stripe), emails from your own domain, Gmail.
  3. Follow the setup steps and paste the keys or passwords where asked.
  4. Done. The secrets are stored encrypted in Supabase Vault.

Try the steps on a ready-made company.

The demo has requests, orders and a dashboard already in place: follow any guide on real-looking data.

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