the modules freight forwarding & transportation freight forwarding & transportation finance...

The ModulesThe Modules

Freight forwarding & TransportationFreight forwarding & Transportation Finance & Fixed assetsFinance & Fixed assets WarehouseWarehouse HRHR PayrollPayroll

Functional Flow and IntegrationFunctional Flow and Integration

Freight ForwardingModule

Logistics Module

Finance and Fixed asset

Module

HRHR

Payroll

Transportation

Freight Forwarding Freight Forwarding

And And

Transportation ModuleTransportation Module

■ Sales / Marketing ModuleSales / Marketing Module Operation ModuleOperation Module Transportation ModuleTransportation Module Finance IntegrationFinance Integration MIS ReportsMIS Reports

Freight Forwarding and Freight Forwarding and Transportation module includesTransportation module includes

Functional Flow Sales and Marketing ModuleFunctional Flow Sales and Marketing Module

Enquiry RFQQuotationProcess

Yes

Stop

No

Rates

Status

Job ExecutionProcess

Yes

NoRe-quote

No

Yes

Enquiry can be used to enter the customer requests to the systemEnquiry can be used to enter the customer requests to the system A confirmed enquiry can be converted to a quotationA confirmed enquiry can be converted to a quotation

EnquiryEnquiry

QuotationQuotation

Quotation includes rates ,origin, destination, customer details etc.Quotation includes rates ,origin, destination, customer details etc. Quote number is system generatedQuote number is system generated

Quotation - ReportsQuotation - Reports

Quotation can be Quotation can be printed in this format.printed in this format.

Sample QuotationSample Quotation

Sea Freight - RatesSea Freight - Rates

Rates pertaining to origin-destination ,container Rates pertaining to origin-destination ,container

type, line and agent can be viewed in sea freighttype, line and agent can be viewed in sea freight

Air Freight RatesAir Freight Rates

Rates pertaining to origin, destination, airlines, Rates pertaining to origin, destination, airlines,

different weight slabs and agents can be viewed in different weight slabs and agents can be viewed in the air freight rates module.the air freight rates module.

Sales BudgettingSales Budgetting

Sales person wise, Sales person wise, job type wise, job type wise, region wise region wise budgeting is budgeting is possible.possible.

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Sea Export Operations Module – SchedulesSea Export Operations Module – Schedules

Sea export operations start with scheduleSea export operations start with schedule Schedules for a particular origin and destination to be input with Schedules for a particular origin and destination to be input with

origin, destination, shipping line, ETA local port, departure, arrival origin, destination, shipping line, ETA local port, departure, arrival date, vessel name etc.date, vessel name etc.

Once the schedule is created bookings can be entered for this Once the schedule is created bookings can be entered for this schedule. schedule.

Schedule ReportSchedule Report

Schedule report can Schedule report can be taken from the be taken from the export booking export booking screen.screen.

Sample ReportSample Report

Sea Export BookingSea Export Booking

IInformation from the selected schedule will be populated tonformation from the selected schedule will be populated to

the export booking screenthe export booking screen Enter the booking details and save the entry Enter the booking details and save the entry System will automatically generate the booking reference number System will automatically generate the booking reference number CFS updates the cargo receive date on ‘Rec date’ field and CFS updates the cargo receive date on ‘Rec date’ field and

volume by double clicking on the ‘Volume’ fieldvolume by double clicking on the ‘Volume’ field

Booking confirmationBooking confirmation

Booking confirmation Booking confirmation will be sent once the will be sent once the booking is created in booking is created in the system with a the system with a booking number.booking number.

Booking ReportsBooking Reports

Booking list – report Booking list – report which lists all the which lists all the booking for a booking for a destination in a destination in a particular vessel.particular vessel.


Cargo position report Cargo position report for the export for the export forecasting.forecasting.

This is based on three This is based on three weeksweeks

This includes the This includes the transshipment cargo transshipment cargo also.also.


Import Forecasting Import Forecasting based on based on transshipment cargo transshipment cargo detailsdetails

Booking TransferBooking Transfer

Booking can be Booking can be transferred to another transferred to another schedule before schedule before creating a job.creating a job.

Received for Shipment Bill of LadingReceived for Shipment Bill of Lading

BL can be generated BL can be generated after cargo is booked after cargo is booked and received at CFS. and received at CFS. This BL can be linked This BL can be linked to a job later when to a job later when this booking is this booking is created as a job.created as a job.

The HBL number The HBL number remains the same in remains the same in the sub job as well.the sub job as well.

Transportation - RequestTransportation - Request

Transport request can Transport request can be processed from be processed from booking. The request booking. The request number will be number will be generated generated automatically.automatically.

Costing can be done Costing can be done from the same form from the same form module.module.

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Sea operations - Load ListSea operations - Load List

Bookings confirmed appear in load listBookings confirmed appear in load list Select the container no. by clicking the button near to container no. fieldSelect the container no. by clicking the button near to container no. field Load list to be finalized by selecting the bookings in the unselected block and Load list to be finalized by selecting the bookings in the unselected block and

transferring them to the selected block by clicking on the refresh buttontransferring them to the selected block by clicking on the refresh button

Load List ReportsLoad List Reports

Load list report will be Load list report will be send to CFS for send to CFS for stuffing.stuffing.

Sample reportSample report

CFS Operations - StuffingCFS Operations - Stuffing

Cargo confirmed Cargo confirmed

in the load list in the load list are listed in are listed in stuffingstuffing

Once the cargo Once the cargo is stuffed select is stuffed select the stuff check the stuff check box and savebox and save

Stuffing makes Stuffing makes sure that all the sure that all the items listed for items listed for loading is loading is physically physically stuffed.stuffed.

Stuffing ReportStuffing Report

Stuffing report based Stuffing report based on a load list.on a load list.


Operations - Load ListOperations - Load List

Check mark will appear for the stuffed cargoCheck mark will appear for the stuffed cargo Select the container (s) by clicking on the check boxSelect the container (s) by clicking on the check box Job can be created by clicking the ‘create job’ button, job type Job can be created by clicking the ‘create job’ button, job type

can be specified and the job number will be generatedcan be specified and the job number will be generated

Job Maintenance (Sea/Land)Job Maintenance (Sea/Land)

Select the job and enter the detailsSelect the job and enter the details A new job can also be created from job maintenance A new job can also be created from job maintenance A schedule has to be entered for creating a jobA schedule has to be entered for creating a job

Job QueryJob Query

Job query form can Job query form can be used to locate be used to locate any job based on any job based on various various parameters listed parameters listed in the screen.in the screen.

Job Maintenance ReportsJob Maintenance Reports

Many reports can be Many reports can be generated from job generated from job maintenance.maintenance.

Cost sheet summary, Cost sheet summary, Cost sheet details Cost sheet details Invoice, Credit Note, Invoice, Credit Note, Debit note, Performa Debit note, Performa invoiceinvoice


Job audit report can Job audit report can also be generated also be generated from the job from the job maintenance to keep maintenance to keep track of updates or track of updates or modifications applied modifications applied to a job.to a job.


BL AnnexureBL Annexure


Job Maintenance - HBLJob Maintenance - HBL

House BLHouse BL From a sub job From a sub job

individual HBL will be individual HBL will be generatedgenerated

From a Zero job all From a Zero job all the HBLs will be the HBLs will be generated.generated.


Job Maintenance - ManifestJob Maintenance - Manifest

ManifestManifest From a zero job all From a zero job all

the job details will the job details will be pulled out but be pulled out but from a sub job only from a sub job only one pertain to that one pertain to that sub job alone is sub job alone is pulled out.pulled out.


Job Register ReportJob Register Report

Job register report to Job register report to find out job details find out job details and status.and status.


Sea Import BookingSea Import Booking

Create the schedule from this screen. Create the schedule from this screen. Enter the Container no., MBL no., HBL no, Customer etc.Enter the Container no., MBL no., HBL no, Customer etc. System will automatically generate the booking reference System will automatically generate the booking reference

numbernumber Job can be created by clicking the ‘create job’ button, job type Job can be created by clicking the ‘create job’ button, job type


Out TurnOut Turn

Cargo de-stuffing details with remarks are updated here. Cargo de-stuffing details with remarks are updated here. Out turn report jobwise can be generated from here.Out turn report jobwise can be generated from here.

Delivery TallyDelivery Tally

This is for issuing tally sheet at the time of delivery of cargo. This is for issuing tally sheet at the time of delivery of cargo.

Job Maintenance - Sea ImportJob Maintenance - Sea Import

Select the job and enter the detailsSelect the job and enter the details A new job can also be created from job maintenance A new job can also be created from job maintenance A schedule has to be entered for creating a jobA schedule has to be entered for creating a job

Sea Import ReportsSea Import Reports

Arrival Notice Can be printed from the Arrival Notice Can be printed from the main job as well as from the sub job. main job as well as from the sub job. Printing from the main job will pullout all Printing from the main job will pullout all the sub job reports, where as printing from the sub job reports, where as printing from an individual sub job will only create that an individual sub job will only create that sub job’s report.sub job’s report.

Sea Import Reports Transshipment cargo DetailsSea Import Reports Transshipment cargo Details

Transshipment cargo details can be Transshipment cargo details can be printed from the job maintenance.printed from the job maintenance.

Air Export BookingAir Export Booking

Enter the origin, destination, cutomer, shipper etc.Enter the origin, destination, cutomer, shipper etc. System will automatically generate the booking reference System will automatically generate the booking reference

number number Job can be created by clicking the ‘create job’ button, job type Job can be created by clicking the ‘create job’ button, job type


Job Maintenance (Air)Job Maintenance (Air)

Select the job and enter the detailsSelect the job and enter the details A new job can also be created from job maintenance A new job can also be created from job maintenance

Air Import BookingAir Import Booking

Enter the origin, destination, air line, flight date, MAWb no etcEnter the origin, destination, air line, flight date, MAWb no etc System will automatically generate the booking reference System will automatically generate the booking reference

number number Job can be created by clicking the ‘create job’ button, job type Job can be created by clicking the ‘create job’ button, job type


Job Maintenance (Air)Job Maintenance (Air)

Select the job and enter the detailsSelect the job and enter the details A new job can also be created from job maintenance A new job can also be created from job maintenance

FINS ReportsFINS Reports

FINS provides various decision making FINS provides various decision making reports as well as operational reports. The reports as well as operational reports. The reports in FINS is classified into tworeports in FINS is classified into two

MIS ReportsMIS Reports Operational ReportsOperational Reports

FINS ReportsFINS Reports

MIS ReportsMIS ReportsCost Element AnalysisCost Element AnalysisProfit AnalysisProfit AnalysisTeus AnalysisTeus AnalysisJob Statistics AnalysisJob Statistics AnalysisUser Performance AnalysisUser Performance AnalysisRegister ReportsRegister Reports

Enquiry Register, Quotation RegisterEnquiry Register, Quotation RegisterJob Register, B/L Register, Container BookingJob Register, B/L Register, Container Booking Invoice, Credit Note, Debit Note, LPO RegisterInvoice, Credit Note, Debit Note, LPO Register

MIS Reports - Cost Element AnalysisMIS Reports - Cost Element Analysis

Different groupings of cost Different groupings of cost element analysis can be element analysis can be producedproduced Job date wiseJob date wise SummarySummary Book DateBook Date DetailedDetailed

This report can be taken on This report can be taken on the basis of various input the basis of various input parameters such as parameters such as Job typeJob type Cost Element GroupCost Element Group Cost ElementCost Element

Date wise filtering Date wise filtering

MIS Reports - Cost Element Analysis SampleMIS Reports - Cost Element Analysis Sample

MIS Reports - Profit AnalysisMIS Reports - Profit Analysis

Two Different Profit Analysis Two Different Profit Analysis reports can be generatedreports can be generated Profit Allocation basedProfit Allocation based Cost and sales allocation basedCost and sales allocation based

Reports can be groupedReports can be grouped Job type wiseJob type wise Customer wiseCustomer wise Salesman wiseSalesman wise Agent wiseAgent wise

Input Parameters areInput Parameters are Job typeJob type StatusStatus CustomerCustomer SalesmanSalesman Prov. Profit and Actual profitProv. Profit and Actual profit Date filtering is enabledDate filtering is enabled

MIS Reports - Profit Analysis SampleMIS Reports - Profit Analysis Sample

MIS Reports - Profit AnalysisMIS Reports - Profit Analysis

The same report can The same report can be used to filter single be used to filter single customer or multiple customer or multiple customer, which can customer, which can be selected from the be selected from the list.list.

MIS Reports - TEUS AnalysisMIS Reports - TEUS Analysis

Different groupings are Different groupings are availableavailable Agent wiseAgent wise Origin wiseOrigin wise Destination wiseDestination wise Salesman wiseSalesman wise Shipping line wiseShipping line wise

Input parametersInput parameters Job type, Agent, OriginJob type, Agent, Origin Destination, salesmanDestination, salesman Shipping lineShipping line Date wise filteringDate wise filtering

Available for Export, Available for Export, Import and BothImport and Both

MIS Reports - TEUS Analysis SampleMIS Reports - TEUS Analysis Sample

MIS Reports - Job Statistics Analysis MIS Reports - Job Statistics Analysis

Report available for Report available for Export, Import and for Export, Import and for BothBoth

Based on Sales and Based on Sales and costcost

Input ParametersInput Parameters Job TypeJob Type Port of originPort of origin Port of destinationPort of destination Date wise filteringDate wise filtering

MIS Reports - Job Statistics Analysis SampleMIS Reports - Job Statistics Analysis Sample

MIS Reports - Job Statistics Summary AnalysisMIS Reports - Job Statistics Summary Analysis

Report based onReport based on Job type wiseJob type wise Port wisePort wise SalesSales CostCost

Available for Import, Available for Import, Export and for BothExport and for Both

Input parametersInput parameters Job typeJob type Port of originPort of origin Port of destinationPort of destination Date filteringDate filtering

FINSFINS Reports – MIS Reports Reports – MIS ReportsJob Statistics Summary Analysis SampleJob Statistics Summary Analysis Sample

FINS Reports – MIS ReportsFINS Reports – MIS ReportsUser Performance AnalysisUser Performance Analysis

Two reportsTwo reports DetailedDetailed SummarySummary

Input parametersInput parameters Job typeJob type UserUser JobJob Date filteringDate filtering

FINS Reports – MIS ReportsFINS Reports – MIS ReportsUser Performance Analysis SampleUser Performance Analysis Sample

FINS Reports – Control ReportsFINS Reports – Control Reports

FINS produces control reports which helps FINS produces control reports which helps the management to analyze manpower the management to analyze manpower wastage due to errors done by the staff.wastage due to errors done by the staff.

Control ReportsControl ReportsJob Not Invoiced / Cost not bookedJob Not Invoiced / Cost not bookedDelivery Order not issuedDelivery Order not issuedCargo Storage agingCargo Storage aging

FINS Reports – Control ReportsFINS Reports – Control ReportsJob Not invoiced / Cost not bookedJob Not invoiced / Cost not booked

GroupingsGroupings Job wiseJob wise Cost element wiseCost element wise

Input ParametersInput Parameters Cost ElementCost Element Job typeJob type CustomerCustomer Date FilteringDate Filtering

FINS Reports – Control ReportsFINS Reports – Control ReportsJob Not invoiced / Cost not booked SampleJob Not invoiced / Cost not booked Sample

Control ReportsControl ReportsDelivery Order not IssuedDelivery Order not Issued

Input ParameterInput Parameter Job typeJob type Date FilteringDate Filtering

Control ReportsControl ReportsDelivery Order not Issued SampleDelivery Order not Issued Sample

Control ReportsControl ReportsCargo Storage AgingCargo Storage Aging

Different types of reports Different types of reports can be producedcan be produced Cargo not released and not Cargo not released and not

invoicedinvoiced Cargo released not Cargo released not

invoicedinvoiced Cargo not released and Cargo not released and

invoicedinvoiced

Input parametersInput parameters Job type, DestinationJob type, Destination Date FilteringDate Filtering

Control ReportsControl ReportsCargo Storage Aging SampleCargo Storage Aging Sample

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the modules freight forwarding & transportation freight forwarding & transportation finance...

Documents

booking transfer booking

booking number

booking details

transportation module

booking confirmation

sea freight slide

export booking screen

quotation enquiry slide