Commercial & Finance¶

About this guide

Audience: Pricing, Sales, Operations, Accounting, Operations Manager
Time required: ~5 minutes to identify the right article for your workflow.
Outcome: You know which article to read when you need to enter rates, create a quote, check profitability, process on-behalf payments, or place a subcontract order.

This documentation group covers the commercial side of Freight: from carrier rates and customer quotations, to recording charges, invoices, vendor bills, and on-behalf disbursements. For sea freight, this is the layer that ensures FCL/LCL shipments not only move correctly on the operational side but also have clear revenue, cost, and gross profit.

By need¶

Need	Article	Primary role
Enter or update carrier/vendor rates.	Rate Management	Pricing
Create a quotation for the customer before creating a shipment.	Freight Quotation	Sales / Sales Ops
Check revenue, costs, invoices, vendor bills, and gross profit.	Charges and Profitability	Ops / Accounting
Customer asks the forwarder to advance costs on their behalf.	On-Behalf Payments	Ops / Accounting
Need to order services from a sub-carrier or agent.	Subcontract Booking	Ops / Purchasing

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Quick checkpoint: A sea shipment is commercially complete only when the selling rate is confirmed, purchase costs are recorded, on-behalf disbursements are correctly classified, and gross profit shows no unexplained variance.

Common scenarios¶

Situation	Resolution path
Sales needs a quick quote.	Verify that rates are still valid in Rate Management, then build the quotation following Freight Quotation.
Shipment has revenue but profit looks wrong.	Check Cost Price, Unit Price, currency, and surcharges in Charges and Profitability.
There is a disbursement advanced on behalf of the customer.	Classify it following On-Behalf Payments to avoid counting it as revenue or actual cost.
Need to purchase trucking or handling services from a third party.	Create and track the subcontract PO following Subcontract Booking.