Getting started
Watch our video walkthrough to learn how to setup your Dashboard
Dashboard Training
Setting up an Organization
Let’s get started
The first person for each company should go to dashboard.arta.io/sign_up and create an account.
They will be prompted to create an Organization.
From there, under Organization > Users they can invite other staff and stakeholders with varying permissions:
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An owner has read and edit access to all aspects of an Organization, including API Keys, Notifications, Users, Shipments, and Billing.
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A member can view all aspects of an Organization but is only able to create and manage Quote Requests and Shipments.
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A read-only user can view all aspects of an Organization but does not have the ability to create or edit.
All Users will be able to see all of the Organization’s Bookings, Requests, and Shipments.
Billing
To get started with Arta, you will need to set up your billing options and make sure you have at least one payment method on file. On the left navigation, under Organization, there is a section called Billing where you can add payment methods for your subscription and fulfillment.
Payment Methods
Arta accepts major credit cards and ACH. You can add or remove payment methods. Payment methods can be used for both subscriptions and fulfillment or you can have unique payment methods for each.
Subscription
After signing your contract, Arta requested a payment method to start your subscription. From the dashboard you can adjust the payment method for your subscription and see past charges.
If you want access to additional services or adjust your subscription in any way, please contact us.
Fulfillment
Arta automatically processes payment for shipping and insurance services on a recurrent basis for all invoiced transactions during a set period. You will not receive individual invoices for shipments and do no have to submit one-off payments.
From the Billing section you can see previous statements, total amount paid and update the payment method in use. Your Organizations payment terms and period will be clearly stated.
If you would like to set a threshold for the max amount charged at one time.
Notifications
Rules Email Rules are set for the Organization. Emails are sent automatically to Origin or Destination contact throughout the shipment lifecycle.
Subscriptions Email Subscriptions are set for the Organization. Specific emails can be set up to automatically receive shipment lifecycle emails.
Inbox Inbox notifications are set for the User Users can receive notices to their Dashboard Inbox, with daily or hourly email digests.
Check out the Recommended Communications Configuration article in our Manual.
Searching & Filtering in the Dashboard
Searching Navigate using the sidebar and search using Arta’s Shortcode, or your company’s Public Reference.
Search by any reference, contact or address.
- Shortcodes that start with R are only searchable under Request
- Shortcodes that start with B are only searchable under Hosted Products > Bookings
Filtering
- Basic Filters: Status, Quote Type, Exception, Followed By
- Timeline: Booked, Collection dates, Delivery dates, Completed
- Geography: Origin, Destination
Data
Object Type Arta has a set list of object types used for quoting Alcohol, automotives and firearms are not supported
Size (metric, imperial) Height and length are required for each object Weight is only required for large objects External shipping dimensions are required for every component of an object
Value (USD, CAD, GBP, EUR, HKD, CHF) Object values are used to calculate insurance Should represent the total invoiced to the buyer, including premiums and taxes
Packing Arta has a set list of current packing types supported Arta has packing requirements for each object and evaluates if current packing is sufficient while quoting
Details Objects can be specifically listed as fragile and Arta will parse the object description for fragile keywords Titles and images are included on manifests and BOLs
Client References Public reference field for buyers reference Internal reference field for record keeping
Data required to book a shipment
To Quote
| Address | Object |
|---|---|
| Postcode | Type |
| Country | Height X Width |
| Value |
To Book
| Address | Object |
|---|---|
| Street Address | Type |
| City | Height X Width |
| Postcode | Value |
| Country | |
| Contact Information |
Highly recommended: Depth, Weight, Shipment Public Reference, Object Public Reference, Insurance opted in or out.
Actions
The Actions Menu
Request Use Copy Request to edit details, and Arta will pre-populate the request form with current information. If you have specific deadlines or other complex details, ask Arta for a Custom Request. When you want to Share Request to have the customer review and potentially book a quote.
Booking Share Booking if you want the buyer to confirm their address, review quotes and select and pay for their shipment.
Shipment If the shipment is not ready for release, Request Hold to Collect and Arta will hold off scheduling a pickup. If your client is looking for their Tracking link, check out our ‘Go To’ menu.
Bookings, Requests, and Shipments
Booking Customers can input or edit the destination address, generating requests to different locations.
Request A single combination of origin and destination information will generate multiple quotes.
Shipment The selected quote will alert Arta of a physical movement that needs to occur, which can now be tracked by the customer.
Sharing Requests
How we give your buyers choice
By Sharing Requests directly from the dashboard, Arta ca send an email to the destination contact with a link to a Booking session, empowering your buyers to choose a shipping option that best suits their budget and timeline.
Arta Booking
How we meet buyers where they’re at
Arta Booking is a secure, Arta-hosted web page enabling your customers to intuitively book and pay for a shipment that meets their needs.
Tracking
How you can follow along
Maintain a consistent brand experience and keep your buyers in the know with publicly accessible Shipment Tracking.
- Shipments being transported by common parcel carriers will include event tracking details.
- Cover images are customizable and provide additional branding space to highlight your brand and capture the attention of your customers.
- Third party followers can opt into SMS & email notifications directly from Tracking.
Email Notifications
How we notify you
Email notifications provide fundamental tracking updates through a shipment lifecycle. We can provide these updates to members of your business, or directly to an origin or destination contact.
These communications are highly customizable to create a cohesive branded experience.
International shipments
How we navigate customs
Arta’s Electronic Customs Documentation collects information to confirm accuracy of shipment details for customs. Upon completion, Arta receives authorization to use information in customs filing.
Exceptions
Arta has exceptions that will be visible on the Dashboard and Tracking when a shipment is stalled.
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Arta will add an alert to Tracking pages when an exception occurs.
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If Email Rules are configured, Arta will send a notification email to the destination contact when applicable.
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Arta will add an alert to the shipment on your Dashboard with a more thorough explanation.
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You can filter for shipments with Exceptions on their dashboard.
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You can sign up for notifications on exceptions in the Dashboard.
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Customers will be able to contact Arta directly with questions regarding these exceptions.
Types of Exceptions
Clients can add a Hold to Collect exception with an intended release date. Client will be responsible for removing this exception when the shipment is ready for release.
Arta will add a Customs Information Required exception for all international shipments until the ECD form is complete or a Commercial Invoice is provided,
Arta will also update shipments with common logistics exceptions such as Change of Address, Held at Customs or Not Ready for Delivery.
Current Exceptions
- Requested Hold to Collect
- Requested Hold to Deliver
- Held at Customs
- Not Ready for Release
- Not Ready for Delivery
- Incorrect Address
- Inaccurate Object Details
- Prepayment Required
- Direct Payment Required
- Customs Information Required
- Change of Address Request
- Wrong Item
- Damaged Items
- Lost in Transit