Key Features
- Multi-currency invoicing and accruals
- Credit Control Warnings/blocks when booking Job
- Automatic user-defined job Milestones which record significant “break-points” in the life of a Job, cargo or consolidation.Time/Date stamping, with operator’s name, as each breakpoint is reached
- Workflow Job Management with user-defined Job Stages, each with compulsory Data Fields, Documents, Milestones & Events. Dashboard with warnings of missing/overdue compulsory items
- Exception reporting to defined internal Email boxes of “stuck” jobs for progress chasing, with auto-escalation
- Cargo Track & Trace information, PODs and regular Activity Reporting. Published on secure login area on website and/or emailed to defined recipients at Customers
- ‘Paperclip’ for each Job & Master stores issued Shipping Docs, Scanned Images, emails, signatures, pdfs, Word & Excel files
- Records held for potential and existing customers, multi-level classification. Also for Agents, Suppliers, Lines, Competitors & all other Traders
- Prospect Event recording . Automatic links with Import and Export modules that track projected shipment forecasts and compare with actual volumes shipped – by customer, traffic etc.
- Auto Tariffs with Contract rates by customer and/or specific cargo rates. Tariffs by weight, cube, loading metre, unit, TEU etc., and ranged tariffs with auto range calculation
- Auto Quote generation to Word, pdf , fax or printing
- Quote Chase & Expiry dates make it impossible to forget to follow up a quote
- Renegotiation/amendment of Quote prior to booking as a Job, by auto converting Quote
- Other CRM features like Mailshots, Fax-shots, email-shots, Sales rep activity reporting, label printing, and operator diary and salesmen’s call sheets
- Warehousing for Transit warehousing and 3rd Party Stock control, emailed Reports and Pick & Pack routines. Integrates with other modules
- Audit documents, despatch/delivery documents, picking lists, traffic sheets, stock level checks
- Comprehensive and powerful statistical analysis and management reporting with auto links to Excel
