Freight Forwarding Management¶
This documentation set is designed for freight forwarding companies operating multiple roles on a single platform: sales quoting, ops coordinating shipments, documentation processing trade documents, accounting reconciling freight charges, managers tracking performance, and customers checking status through the portal.
Browse by role¶
Role |
When you need to answer |
Start with |
|---|---|---|
Business Owner / Implementation Manager |
What modules does the Freight suite include, and what does the overall business flow look like? |
|
Operations Manager / Team Lead |
Which shipments are delayed this morning, which containers need intervention, is the team overloaded? |
|
Operations / Booking |
Create shipments, place bookings, track containers, VGM, rollover. |
|
Documentation |
Prepare SI, HBL/MBL, D/O, Arrival Notice, or import data from PDF/image files. |
|
Sales / Pricing / Accounting |
Quote freight, manage rate cards, check margins, on-behalf payments, create subcontract POs. |
|
Account Manager / Customer |
Manage work by shipment or let customers track their own shipment status. |
If you are unsure about industry terminology used in any article, open Industry Glossary as a reference.