Procedure Documents

Procedure Documents

Procedure Documents provide comprehensive overviews with instructions on how to best work within the software. These documents provide detailed information when the training videos are simply not enough.

Please click on the following to skip to a specific section of procedure documents:

Getting Started - These documents will review basic system activities, and provide tips and tricks to help you better understand the system overall.

Inventory Procedures - These documents offer specific instructions on how to perform specific tasks within modules.  Here you will find documents on how to handle the Physical Inventory Process, and Commodity Management tasks.

Accounting Procedures - These documents offers specific instructions on how to perform specific tasks within Accounting Modules.  Here you will find documentation on how to run statements, etc.

Getting Started

Acronyms: this document provides a comprehensive listing of acronyms and their meanings by module

System Login: this document will review how to sign in and out of the system, provide an icon reference guide, and a quick navigation tutorial

Setting Securities and Permissions: this document will review how to set user settings and permissions within each module of ProSoftXP

Country Code List: this reference list will provide a comprehensive code list for every country

Vessel Listing: use this list to import/review all available vessels

Container Type List: this reference list will provide you with shipping container type codes and corresponding descriptions

Package Type List: comprehensive list of approved package types and corresponding codes

Port Code List: complete listing of ports globally.  This list is brokend down by country code

Inventory Procedures

IC Module - Physical Inventory Process: this document will take you through the steps of completing a physical inventory count

Set up Grain Bank: this document will show you how to set up Grain Bank and run statements

Mapping File Imports: this document will show you how to determine field map parameters

Accounting Procedures