Forwarding owners and presidents
Approve below-floor prices, credit notes, payment runs, journals and the month close
- Margin by job, line and client
- Jobs below their floor, each with a reason
- Approvals no one can give on their own work
Features
Freight forwarding software features along one import, quote to invoice
Sales, operations and accounts work the same job in it. The screens follow a container of valves from the inquiry to the client's question about the bill.
demoSample data: the forwarder, its clients and suppliers, the people, the jobs and the amounts are all invented.
- 01Quote to cash
Freight forwarding management home: six stages from inquiry to cash
- Six stages with the agents' overnight work. Inquiry, job, customs, supplier costs, invoice and cash each show what was read, priced and posted since last evening, so the day starts on exceptions.
- Only what waits for the person looking. The president opens on the approvals that need a second person, and accounts on its invoices and batches, with no shared task list to sift.
- One job followed across the six stages. Anyone can see where a shipment's money sits right now: quoted, delivered, released, charges to decide, invoice held or not billed.
- 02Inquiry read
Freight quote software that reads the inquiry and asks suppliers for rates
- Cargo, route and incoterm read from the email. Each value links to the sentence it came from, so sales checks the read instead of retyping the request.
- Rate requests to carriers, agents and truckers. Carriers, agents and truckers are asked together, and each reply is read into the quote as it lands in the quotations mailbox.
- Foreign-currency replies converted. A destination agent's price in euros lands on the quote in dollars, with the exchange rate printed on the line.
- 03Quotation lines
Quotation lines with cost, sell, margin and the source of each price
- Supplier and source on each line. Spot reply, agent reply, published tariff or rate sheet sits beside the cost, so a questioned price is answered from its document.
- Margin checked against its line of business floor. Air export, sea import and cross-border trucking each carry their own floor, which the administrator changes without a developer.
- Sent only when sales presses Send. The salesperson can change any number first, and the client never sees the cost column.
- 04Supplier invoice
Freight invoice audit: each supplier line checked against the quoted cost
- Invoice matched to its job by container and reference. Carrier, terminal, agent and trucker invoices from the accounts mailbox land on the right job, with a duplicate check first.
- Matching lines post with no cost entry. Within the rounding tolerance the forwarder sets, matched lines post by themselves, so accounts keys only the exceptions.
- Extras the quote never had held for a person. Detention, storage and surcharges stop at operations as charges to decide instead of riding into the next payment run.
- 05Detention evidence
Detention billing from the delivery note's gate and unloading times
- Gate arrival and unloading times highlighted. Operations sees the hours at the consignee's dock beside the free time on the trucker's quote, from the note the client's clerk signed.
- Billable hours worked from the quote's own terms. Free time and the rate per started hour come from the drayage quote, so the rebill stands up when the client asks.
- Every document view kept in the audit trail. The note is stored with the job, and the same page travels with the rebill to the client.
- 06Port storage
Port storage charges set against the customs hold and release times
- Customs release and client email beside the charge. Storage days are counted against when customs held and released the entry, and the email shows who sent a missing document late.
- Rebill rule per charge code. At cost, cost plus a markup or a fixed amount: the suggestion follows the forwarder's own rule for that code, arithmetic shown.
- Rebill, absorb or dispute, decided by operations. The coordinator makes the call with the evidence open, and the reason goes into the job's record.
- 07Client invoice
Client invoice drafted the moment the last supplier cost is decided
- Quoted sell lines plus approved rebills. Extras land on the invoice marked added after quotation, so the client sees which charges are new.
- Readiness check before issue. Open supplier decisions, proof of delivery, the client's PO and a tax rule on each line are checked before the button opens.
- Issued by accounts into the client's batch. Clients who take invoices only on set days get theirs in that day's portal batch, with gap-free numbering.
- 08Client query
Client queries on accessorial charges answered with the evidence attached
- Query raised from the client portal. The client picks the invoice line and says what looks wrong, so the query opens on the right job.
- Delivery note and quote attached by the agent. Accounts starts from the documents that decided the charge, so the reply quotes the gate times without an inbox search.
- Reply sent by a named person. Accounts reads and edits the drafted answer, or raises a credit note that someone else approves.