All-in-One Freight Introduction¶
Requirements
This guide requires installation of the following applications/modules:
Viindoo’s Freight Forwarder application is a comprehensive solution that helps businesses operating in the logistics and freight forwarding industry to efficiently manage the entire cargo transportation process. From creating quotations, managing shipments, bookings, tracking costs to updating shipment progress, everything is integrated into a unified system.
Key benefits of the application:
Streamline operations by automating workflows, reminders, and validation rules to cut manual work.
Enhance customer experience with real-time shipment visibility and a 24/7 self-service portal.
Maximize profitability through end-to-end margin tracking across routes, customers, and service types.
Ensure compliance and integration by centralizing customs documentation while connecting with Sales and Accounting.
General Workflow¶
The operational workflow in Viindoo Freight Forwarder software typically consists of 5 main steps:
Presales - Quotation and Define the Shipment
Execution – Confirm & Create Shipment
Operation – Manage Legs & Bookings
Documentation – Control and Compliance
Completion – Costing & Profitability
Installation¶
To install the Freight Forwarder application, follow these steps:
Access Apps.
Search for keyword viin_freight_management.
Click Install.
Permissions configuration for the Freight Forwarder app¶
After installation, you need to assign user permissions so they can access and use the application features. Access Settings > Users & Companies > Users to set up access rights for each user.
Main access groups in the Freight Forwarder application:
Freight / User: Operates day-to-day shipments and bookings where they are the responsible agent; can create and edit shipment legs, cargo details, packages, and routes tied to their assignments while using the shared master data maintained by managers.
Freight / Manager: Oversees the entire freight workspace with full control to view and modify every shipment, configure master data (ports, HS codes, dangerous goods classes, status templates), remove records when needed, and run profitability or progress reports.
Quick Configuration Links¶
Jump straight into the essential setup topics once the module is installed. Each guide walks through a focused area of the Freight Forwarder configuration menu.