On this page you can create and edit a CMR document. The CMR is the consignment note of international road freight transport, that is, the transport document that accompanies the international road carriage 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 items, so its net, VAT and gross values are always 0. Through the Document management menu the document can be linked to an invoice, an incoming invoice and a delivery note, or copied to serve as the basis of a new CMR.
The possible statuses of CMR documents are: Draft, Closed, Cancellation, Cancelled. A document can only be edited in Draft status; you will find the details in the Frequently asked questions section.
Click Main menu / Transport / CMR / New, or the New button on the Main menu / Transport / CMR / List page. The empty CMR form opens. In the top bar you see two tabs: on the Actions tab you will find the buttons for saving, closing and other operations, and on the Additional functions tab the extra options related to the document. At the right end of the bar, the CRM link opens the CRM notes of the partner.
On the left side of the header you will find the identifying data of the document:
On the right side of the header you enter the partner data:
Among the tabs below the header, on the Customer comment tab you can write the text that also appears on the printed version of the document. The text of the Internal comment tab is for the company own use. On both tabs you can also choose a previously saved comment from the drop-down list above the text field.
At the bottom of the form, below the table, you will see the Net value, VAT value and Gross value totals. Since a CMR has no items, these values are always 0.00.
On the Actions tab you will find the following buttons:
For a new, not yet saved CMR the Close, Delete and History buttons are greyed out, because there is nothing yet to close, delete or look at. They become available after saving.
On the Additional functions tab you will find the following extra options:
If you also need to issue an invoice or a delivery note based on the CMR, first save and close the CMR, then start the new document from the Document management menu: the data arrives pre-filled. For recurring shipments you can start from an earlier CMR with the Document management / Cloning option, so you do not have to type everything again. Do not forget to select the Billing address on the Settings tab, because without it saving will not succeed.
| Field / Element | Required | Description |
|---|---|---|
| Document number | The unique identifier of the document, assigned by the system, not editable. | |
| Status | The state of the document (Draft, Closed, Cancellation, Cancelled), not editable. | |
| Currency | The currency used on the document (e.g. HUF, EUR). Cannot be changed after saving. | |
| Exchange rate | The exchange rate belonging to the currency, if the document is not created in the company base currency. Cannot be changed after saving. | |
| Document date | The date the document was created, not editable. | |
| Performance date | The date on which the shipment is performed. | |
| Partner company name | The name of the partner linked to the document. While typing, the system offers matches; with the buttons you can open the partner data sheet or add a new partner. | |
| Partner contact person | The contact person of the partner; you can add a new one with the + button. | |
| Partner address | An address selectable from the recorded addresses of the partner; you can add a new address with the + button. | |
| Customer comment | A comment that appears on the printed version of the document. | |
| Internal comment | A comment for internal use by the colleagues of the company. | |
| Billing address | The billing address of the issuing company on the Settings tab. | |
| Project | Assigning the document to a project; a new project can be added with the + button. | |
| Job number | Assigning the document to a job number; a new job number can be added with the + button. | |
| Department number | Assigning the document to a department number; a new department number can be added with the + button. | |
| Net value, VAT value, Gross value | The totals shown at the bottom of the form. Since a CMR has no items, their value is always 0.00. |
A CMR document has no item table, so there are no item fields either.
The Document number is an identifier issued by the system, so it cannot be edited. For a new, not yet saved CMR the field is empty; the identifier appears in it after the document is saved.
A document can only be edited in Draft status. The fields of Closed, Cancellation and Cancelled documents are greyed out, and the currency and the exchange rate are locked already after the first save. If a closed CMR needs to be corrected, use the Delete and copy option: the system deletes the document and creates a copy that you can edit.
Save stores the document as a draft that you can still edit later. Close finalizes the CMR: afterwards it can no longer be modified, but sending by email, downloading the PDF and the Document management menu (invoice, incoming invoice, delivery note) become available. The Save and close option does both steps at once: it saves and closes the document.
Yes, documents in Draft and Closed status can be deleted with the Delete button. If after deleting you need the document again with the same data, choose the Delete and copy option, so the system creates the copy in one step. A document in Cancellation or Cancelled status cannot be deleted.
These operations only make sense on an already saved document. Click the Save button and the buttons become available. In the same way, sending email, invoicing and starting a delivery note can only be used on a saved, closed CMR.
The CMR is a transport document, so it has no item table and the totals always show 0.00. This is not an error. If you need a document with items, start an invoice, an incoming invoice or a delivery note from the closed CMR with the Document management menu, and add the items on the new document.
On the Main menu / Transport / CMR / List page, where you can filter, export and also perform operations on the documents. You can find the details in the CMR list help.
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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