No.TR001

May 10, 2016

SUB: GUIDELINES FOR NEW CUSTOMER REGISTRATION (CRR01) : GOEX

  1. You will need to first create a user id and password. Pls follow the following steps:
  1. First Time Login:
  2. Pls. type the following URL :
  3. This will open up a screen and allow you to register as Customer or Associate(Broker) or Fleet Owner or Driver.
  4. Choose Customer as your option and enter your email id (company mail id only) and mobile telephone no.
  5. The System will generate a One Time Password (OTP) and send the same to your mail. Access your mail id and from there input the OTP on your mobile phone. This process is to authenticate both the mail id and mobile no of the Customer user.
  6. The system will now take you to next screen and allow you to create your own id and password. You need to remember your user id and password for future use.
  7. Hence note it down and preserve the same. [For testing purposes you may create a simple id such as your initials (ND for Nitin Dhawan) and a simple password such as nd@123456]. Pls. keep this information as confidential.
  8. For subsequent Logins use the following URL :
  9. For subsequent Logins input your user id and password and access the system.
  1. Before starting the process of registration, please keep the following documents ready and in hand.

1)TIN No. of the Company

2)CIN No. (required for Private Ltd & Limited Company)

3)Details of complete address with Pin Code

4)Service Tax No.

5)PAN No.

6)Cancelled cheque of bank of the customer

To verify customer registered office, CIN No, TIN No, you may please visit

You will need to scan and upload copy of all the above documents as part of registration.

  1. The Customer Registration Form/Screen has three parts.
  • Company Information
  • Additional Company Information
  • Bank Details.

Choose Company Information and the system will allow you to enter all required information

There are two types of information required: mandatory information which is a must and essential. The relevant fields show this with an asterisk(*) in red colour.

  1. Please enter the following information on the Customer Information(Screen1).

1)Complete Company Name

2)Select type of company - you will see 6 OPTIONS as under :

a)HUF

b)Individual (not a firm or Company)

c)Limited Company

d)Partnership firm with the limited liability (PLL)

e)Private Limited Company

f)Sole Proprietorship.

Most often you will find the following 4 types of companies

i)Limited Co.

ii)Partnership Firm

iii)Partnership with limited liability (PLL)

iv)Private Limited Company

In few cases you will come across Sole Proprietor Company – this means the owner is the sole proprietor of the company and he does not have any Partner. Very rarely will you find HUF type of company.

3)Please obtain the registered office address of the Company with their Pin code.

Once you enter the pin Code the system will automatically bring forward the District, Taluka, City and State.

3. INDUSTRY

When you click the industry type, you will find the screen option for which you must select the Limited Industry of the Company.

Select the option closest to the nature of the business.

  1. INCO Terms

You will see the following options To Be Billed or As Agreed or Freight Paid or Freight to Pay .

Pls. select As Agreed, which has been set as the default option.

Important ( We do not accept as of now Freight to Pay Consignments)

Please note that we do not accept Freight to pay consignment. Freight to pay means, the amount of freight will be paid by the consignee (receiver of the goods). In our case we are showing business with the consignor (person who ships the goods as our truck arrangements are made on behalf of consignor and he is required to pay us the freight). In other words he is our customer.

  1. Address of Unit/Plant

In this block enter the Plant or Unit Address. This address is not the same as the Head office/Corporate office or Regional office address or registered office. In case of Time Technoplast Ltd., the registered office is in Daman but the Head Office is in Mumbai. But we have different Plants at different locations.

Please obtain the Unit or Plant Address with their Pin code. Once you enter the pin code the system will automatically bring forward the District, Taluka, City and state.

The bill on the company by GoEx will normally be made on this address.

  1. Zone
  1. Please obtain the registered office address of the Company with their Pin code. Once you enter the pin code the system will automatically bring forward the District, Taluka, City and state.
  2. Please enter the Zone
  3. There are 6 zones as under:

i.North

ii.South

iii.East

iv.West

v.Central and

vi.North East

Central includes the following states:

a)Madhya Pradesh

b)Chhattisgarh and

c)Vidharbha Region which includes part of Madhya Pradesh region and Maharashtra region.

North-East includes the states of West Bengal, Assam, Meghalaya, Tripura, Nagaland etc.

Complete all the fields and press Next to go to next screen.

  1. Payments by our Customer may be released either

-Centrally ( by Head Office/ Corporate Office / Regional Office)

-Locally by concerned Plant/Unit

While registering the customer, you must ask the concerned person whether payments due to GoEx will be released Centrally Paying Authority (HO or RO) or Local Paying Authority or Pick up Location (Plant/Unit).

  1. Accordingly you must enter the bank details of the Centrally Paying Authority or bank details of Local Paying Authority.
  1. We have made provisions to capture details of 2 bank Accounts of the concerned customer.
  1. Additional Company Information (Screen 2)
  1. In this option enter the details of the contact person of the Operations team and the Accounts Team. The details of Operations team are required for interaction concerning placement of trucks/ rate confirmation etc.

The details of Accounts team are required for interaction and follow up for our dues.

Name, Designation, Mobile No. and Email ID are compulsory.

  1. Service Tax Exemption

Certain units which are set up in backward areas enjoy the exemption of service tax from the Government. In case unit claims the Service Tax exemption, please obtain the copy of the service tax exemption and upload the scanned copy of the same.

Service Tax No. – This is Mandatory and you must upload the scanned copy of the same.

G.S.T No. (Goods & Service Tax No.) – This will not be available at this point of time, as the Government has not yet implemented the same. For your information, the GST nos. will replace all the type of taxes such as the Excise/VAT/CST & Service Tax No.

3. PAN No.

Please enter PAN No. and upload the scanned copy of the same.

4.Credit Period:

We will extend either 15 or 30 days credit or not more.

Any credit above 30 days will be subject to GoEx approval and will be charged 1.5% per month. Please make the customer aware of this.

Number of Trucks per day or Tonnage per day – This may be approximate number.

5.Billing Address

You will find 2 options Corporate Address which representsCorporate/HO/Central Officeaddress and next Pick-up address (mentioned on the screen1)

In certain situation the Corporate/HO address could be different from the billing address. In most cases the billing address will be the Pick-up /Plant/Unit address. Consult the Customer /Consignor and tick the relevant box.

6.Collection Address

This is the address for follow up for outstanding payment due from the Consignor/Customer. Some customer pays the dues from their HO/Corporate/Central address whereas some release from the Plant /Pick up pint address.

Please check with the Customer and choose Corporate address or Pick up address. Any one only.

  1. Category of the Material

You will see the following options:

1)Food and Perishable items

2)Fragile items

3)Hazardous

4)Non-Hazardous

5)Project Item

Please check with the customer and enter the appropriate category.The type of truck that customer needs will be influenced by this.

IMPORTANT NOTE :

Please note that we do not carry any hazardous material such as Petroleum liquid, gas, chlorine, or chemicals such as caustic soda and such other combustible items.

As a default you must choose non-hazardous items.

  1. Sub-Category of Materials

As soon as you select the main category of the material, you will see the list showing the sub-category of material. Please choose the appropriate material, the sub category from the list displayed. Please choose the nearest category.

On completing the SCREEN 2, you may move to the next Screen

  1. (Bank Details – Screen 3)

Please enter the following information in completely.

1)Bank Name as per the cheque

2)Bank Account number mentioned on the cheque

3)Branch Name mentioned on the cheque

4)IFSC Code mentioned on the cheque

5)Complete address with city/state/pincode

In certain case customer may have 2 bank (alternate bank) in which you may enter information of both the banks.

You may find the remarks at the bottom of the Screen which read as under:

VII) I agree to GoEx terms and conditions of use and the privacy policy of Goex I further

agree to receive promotion and transactional communications from GoEx Logistics

Pvt.Ltd.

Please put a tick mark against this and make the customer aware that this is consent on his behalf. The tick against this is mandatory as it is a requirement of government authorities.

VIII)Save as Draft or Submit

  1. In certain cases some information from the customer may be missing specially the copy of the mandatory documents and in such cases you must save the information by pressing Save as Draft. This will allow you to input the information once it is available.
  2. In case all details are available and uploaded, pls. press the submit button. The system will now proceed to check all the mandatory information (marked with red asterisk * ).
  3. In case any information is not available the system will highlight in red all the missing mandatory information. You must proceed to complete all the necessary fields and then press submit button. In case you find some information is missing and not readily available, pls. press save as draft.
  4. In case all information is available and you have pressed submit button, the system after verification will display a message “ form submitted for Checking”
  5. In case you have saved the form as Save as Draft, the next time you login, and select customer, you will see a list of all Customer forms which are Saved as draft. You can now proceed to complete all information. See point I.8 and I.9 on how to login the next time.
  6. All hard copy of scanned data uploaded in registration form must be signed by Customer representative and couriered to the Attn of Contact Centre at the address given to you.
  7. In case of any doubts or queries, pls. contact representative at The Contact Centre.

IX) PROCESS FOR UPLOADING A FILE

In case the soft copy of the attachment is not available, you may please follow the following process:

1)Take a photo of the concerned document from your camera on the Mobile Phone. In case you have a Tab, you may use the camera of the Tab.

2)Mail the photo pic taken from your hand phone or Tab to your own mail ID.

3)Access the mail received as mentioned in Point (2) from your Laptop/Tab.

4)Save the attachment received in Point (3), on your Desktop/Laptop.

5)Upload the saved file on the Desktop/Laptop to the GoEx system.