In this module you can review and manage CMR documents. The CMR is the international road consignment note, that is, the transport document that accompanies the international road transport of goods. In Logzi the CMR is a document type of its own: it is linked to a partner, a currency and comments, but it contains no item lines, so its net, VAT and gross values are 0. The list view gives you access to every CMR created so far in one place, lets you search through them, and lets you start the most important operations right from here (creating a new CMR, closing, deleting, downloading, sending by email, creating an invoice, an incoming invoice or a delivery note, transport organization).
The possible statuses of CMR documents are: Draft, Closed, Cancellation, Cancelled — the meaning and restrictions of each status are described in the Frequently asked questions section.
Click Main menu / Transport / CMR / List to see all the CMRs created so far. Above the table, on the Actions tab, you will find the buttons you can use to work with the selected document:
At the right end of the row of tabs, the Analytics link takes you to the statistics page of CMRs, and with the clipboard icon you can copy the contents of the table to the clipboard, for example to paste it into a spreadsheet.
Click the Search tab above the table to see the filtering options. The most frequently used fields are visible right away: Partner company name, Document number, Currency and Status (you can select several statuses at once). Clicking the "Expand" button opens further filters: Document date and Performance date by period, Employee, Item number, Project, Job number and Department number. Use the Search button to filter by the conditions you have set.
On the View and layout tab you can set how the list is displayed for you:
These settings are saved per user, so they are kept the next time you log in.
In the panel that appears below the list you can quickly view the details of a selected document without opening the CMR itself. Since a CMR has no items, there is no Items tab here; the tabs you see depend on the Preview window settings:
The panel can be pinned (set to a fixed size) with the icon in its upper right corner, and its size can be adjusted by dragging the divider line at the top of the panel.
On the Additional functions tab you will find extra options related to the selected document that help with daily work:
If you right-click a row of a document, the same quick operations (open, close, delete, copy, etc.) are also available from a context menu, just like on the Actions tab.
If you need the file or a printed copy of the CMR right after closing it, do not download it in a separate step: from the arrow next to the Close button choose Close and download or Close and print. If shipments regularly go to the same partner, select the latest CMR and start a new one from it with the Cloning button.
The columns of the default table and their meaning:
| Field / Element | Required | Description |
|---|---|---|
| Document number | The unique identifier of the CMR document (e.g. CMR000005/2026). | |
| Document date | The date the document was created. | |
| Performance date | The date on which the shipment is performed. | |
| Partner company name | The name of the partner linked to the document. | |
| Partner contact person | The name of the contact person on the partner side. | |
| Net value | The total net value of the document. Since a CMR has no items, its value is 0. | |
| VAT rate | The VAT amount of the document. Without items its value is 0. | |
| Gross value | The total gross value of the document. Without items its value is 0. | |
| Currency | The currency used on the document (e.g. HUF, EUR). | |
| Exchange rate | The exchange rate applied on the document if it was not created in the company base currency. | |
| Colleague | The name of the colleague who recorded the document. | |
| Status | The current state of the document (Draft, Closed, Cancellation, Cancelled). |
The set of displayed columns can be customized under View and layout > Columns — the list above shows the default view.
The columns of the Related documents tab of the preview window and their meaning:
| Field / Column | Required | Description |
|---|---|---|
| Document number | The identifier of the related document. | |
| Document date | The date the related document was created. | |
| Document type | The kind of the related document (e.g. invoice, delivery note). | |
| Issuing employee | The name of the colleague who issued the related document. | |
| Action | The quick action of the row, with which the related document can be opened. |
Only a document in Draft status can be closed, and only a document in Draft or Closed status can be deleted — documents in Cancellation and Cancelled status can be neither closed nor deleted. If closing or deleting stops with an error message, read the message and check the data of the document. Also make sure the row is selected in the table, because without a selection the buttons are not active.
These operations are only available for documents in Closed status (or beyond), because until then the CMR can still change. For a document in Draft status you can use Download > PDF preview and the XLSX exports — if you need the final copy, close the document first (even with the Close and download option). The buttons are also inactive without a selection, so click the desired row first.
The CMR is a transport document and has no item lines, so there is nothing to calculate an amount from: the net, VAT and gross values are 0. This is not an error. If you need a financial document, you can start an invoice from a closed CMR with the Document management > Invoice option.
Document management starts another document (an invoice, an incoming invoice, a delivery note or a copy) from the selected CMR, so it extends the documentation. Transport organization, on the other hand, does not create a document but a parcel label, or opens the list of the parcel labels already recorded — that is, it helps prepare the actual shipping of the goods.
Filter the list to the documents you want on the Search tab, then with the Download > XLSX list option you can export the entire list you currently see into one spreadsheet, even without a selection.
With the New button above the table, or from the Main menu / Transport / CMR / New menu item. You can read about filling in the form in the CMR document guide.
The CMR module only appears under Main menu / Transport if it is assigned to your user. If you cannot see it, ask the system administrator to check the module assignment in your user settings.
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