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Freight Management
The Freight Management Application is a centralized platform designed to plan, execute, and monitor freight operations with full operational visibility. It enables seamless coordination between transporters, vehicles, routes, and delivery orders to ensure accurate and timely shipment execution. The system supports end-to-end transport lifecycle management, from route planning and parcel registration to real-time execution and completion tracking. Integrated workflows align sales orders, deliveries, and transport activities for smooth logistics operations. Role-based access ensures secure control over freight processes while maintaining accountability. Analytical and calendar views provide actionable insights into transport performance, workload distribution, and delivery efficiency, supporting informed operational and management decisions.
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Features
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Service
Features
Role Based Freight Access Control
Ensures secure access to freight operations by assigning permissions based on user roles. Controls who can manage transporters, vehicles, routes, deliveries, and transport execution. Helps maintain operational integrity by aligning system access with organizational responsibilities.
Transporter and Fleet Management
Centralizes management of logistics service providers and their assigned vehicle fleets. Stores transporter profiles, vehicle details, driver assignments, and operational attributes. Supports efficient carrier selection, fleet utilization, and coordination of freight movements.
Route Planning and Freight Cost Configuration
Defines standardized transport routes between source and destination locations. Maintains distance, estimated travel time, and transport cost data for accurate planning. Improves delivery reliability and cost control by ensuring consistent route usage.
End to End Transport Execution Tracking
Manages the complete lifecycle of transport entries from initiation to completion. Tracks real time status transitions such as start, in progress, hold, and done. Provides visibility into execution timestamps, parcel counts, and assigned resources.
Freight Analytics and Performance Monitoring
Offers analytical views of transport data using parcel count and trip based metrics. Enables monitoring of completed deliveries, transporter performance, and fleet utilization. Supports data driven decision making through aggregated operational insights.
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1.) User Access and Freight Role Configuration
Defines user permissions related to freight operations, inventory control, and commercial processes within the platform. Controls authorization for freight execution, stock handling, invoicing workflows, and multi company operations. Ensures secure role based access by aligning operational responsibilities with system level rights.
Navigation : Settings → Users & Companies → Users
2.) Transporter Master Data Management
Maintains a structured registry of logistics service providers involved in freight execution activities. Stores essential transporter information including commercial contacts, communication details, and transport cost references. Supports carrier selection, freight cost evaluation, and operational planning across shipment workflows.
Navigation : Freight → Transporter
3.) Transporter Profile Configuration
Captures detailed commercial and operational information for an individual logistics service provider. Includes contact details, standard transport charges, and registered address data for contractual and billing alignment. Enables consistent carrier identification across freight planning, cost calculation, and transport execution processes.
Navigation : Freight → Transporter
4.) Vehicle Fleet Overview Management
Provides a consolidated registry of vehicles assigned to logistics partners and internal transport operations. Displays vehicle identifiers, ownership status, assignment classification, and active contractual associations. Supports efficient fleet utilization, transporter coordination, and vehicle level planning for freight execution.
Navigation : Freight → Vehicle
5.) Vehicle Assignment and Operational Profile
Records comprehensive vehicle information linked to freight operations and transporter relationships. Associates vehicle identity with assigned drivers, logistics partners, fleet management roles, and operational location data. Supports lifecycle tracking through registration status, odometer readings, contractual values, and assignment history.
Navigation : Freight → Vehicle
6.) Logistics Location Registry
Maintains a standardized list of geographic points used for freight movement, routing, and operational assignment. Supports origin, destination, and intermediate stop definition for transport planning and execution workflows. Enables consistent location referencing across vehicles, routes, and transport records.
Navigation : Freight → Location
7.) Freight Route Configuration
Defines standard transport corridors linking origin and destination locations for freight movement. Associates transport routes with designated logistics partners to support carrier specific planning and execution. Enables consistent route selection for cost control, transit optimization, and transport entry creation.
Navigation : Freight → Route
8.) Route Distance and Cost Definition
Specifies detailed routing parameters between defined origin and destination locations. Records travel distance, standard transport charges, and estimated transit duration for freight movement. Supports accurate freight costing, delivery scheduling, and transport entry generation.
Navigation : Freight → Route
9.) Quotation with Transporter Assignment
Captures customer quotation details along with assigned transport service provider for delivery planning. Links product pricing with logistics responsibility to ensure accurate freight coordination during order fulfillment. Enables seamless transition from quotation approval to sales order creation with transporter reference retained.
Navigation : Sale → Quotation
10.) Sales Order with Delivery Reference
Displays confirmed sales order details with linked delivery record for logistics execution. Maintains transporter assignment to ensure alignment between order processing and physical shipment planning. Provides real-time visibility of ordered quantities, delivery status, and invoicing readiness.
Navigation : Sale → Quotation
11.) Outbound Delivery with Transport Assignment
Records outbound shipment details linked to a confirmed sales order and assigned logistics resources. Captures transporter, route, vehicle, driver, tracking reference, and parcel count to support end-to-end shipment traceability. Ensures operational readiness for dispatch while maintaining alignment between inventory movement and transport planning.
Navigation : Sale → Quotation → Delivery
12.) Transport Route Mapping for Delivery
Presents the assigned logistics path associated with the outbound shipment. Displays origin and destination locations along with calculated travel distance and estimated transit duration. Ensures route alignment with transporter selection to support reliable delivery scheduling and freight tracking.
Navigation : Sale → Quotation → Delivery
13.) Parcel Quantity Registration
Allows entry of total parcel count associated with the outbound shipment prior to transport execution. Ensures accurate load documentation for handling, tracking, and carrier communication. Supports downstream transport records by aligning parcel quantity with assigned vehicle and route.
Navigation : Sale → Quotation → Delivery
14.) Parcel Count Confirmation
Enables confirmation of total parcel quantity associated with the outbound shipment. Ensures accurate shipment documentation prior to initiating transport records. Prevents inconsistencies between physical packaging and transport execution data.
Navigation : Sale → Quotation → Delivery
15.) Transport Entry Initialization
Initiates creation of transport records based on confirmed shipment details and parcel quantity. Generates transport entries linked to the sales order, assigned vehicle, driver, and destination. Establishes the operational foundation for shipment tracking, responsibility assignment, and delivery execution.
Navigation : Sale → Quotation → Delivery
16.) Transport Entries
Displays the transport execution records generated for the delivery, providing traceability between the delivery order and assigned transport resources. Shows transporter, vehicle, execution date, linked sales order, destination, driver, responsible user, and current transport status. Ensures operational visibility for monitoring shipment progress and accountability across logistics operations.
Navigation : Sale → Quotation → Delivery
17.) Transport Entries
Provides a consolidated overview of all transport execution records created across delivery orders. Allows users to track transporter assignments, vehicles, drivers, linked delivery and sales orders, LR numbers, execution dates, and current transport status in one place. Supports operational monitoring, auditing, and quick navigation to specific transport records.
Navigation : Sale → Quotation → Delivery → Transport Entries
18.) Transport Entries
Presents a centralized register of all transport execution records created within the freight module. Displays transporter details, associated delivery and sales orders, vehicle and driver assignment, LR reference, execution date, and current transport progress. Supports operational visibility, transport tracking, and efficient follow-up across ongoing and completed freight movements.
Navigation : Freight → Transport Entries
19.) Transport Entry Details
Displays complete operational information related to a single transport execution, including transporter assignment, linked delivery and sales orders, vehicle and driver allocation, parcel count, and customer destination. Provides route-related data such as source and destination locations, travel distance, estimated transit duration, and execution timestamps. Enables lifecycle control of the transport process through defined progress stages from initiation to completion.
Navigation : Freight → Transport Entries
20.) Transport Execution Progress
Presents active transport execution with confirmed transporter, vehicle, driver, and linked commercial documents. Displays route movement information including origin and destination points, planned distance, estimated travel duration, and execution timestamps. Supports controlled operational actions such as holding, completing, or cancelling the transport during live execution.
Navigation : Freight → Transport Entries
21.) Active Transport Execution
Indicates that the transport movement has been officially initiated and is currently underway. Records the actual start timestamp for the route, enabling accurate measurement of transit duration and performance tracking. Allows controlled operational actions such as holding, completing, or cancelling the transport based on real-time conditions.
Navigation : Freight → Transport Entries
22.) Transport Completion
Indicates that the transport movement has been successfully finalized. Records the actual end timestamp, confirming that the route execution has been completed. Locks the transport entry from further operational changes, ensuring data consistency and process closure.
Navigation : Freight → Transport Entries
23.) Mark Transport as Done
Finalizes the transport entry by transitioning its status from In Progress to Done. Automatically records the end time of the transport route, confirming completion of delivery. Prevents further operational actions on the transport entry, ensuring closure and data integrity.
Navigation : Freight → Transport Entries
24.) Transport Entries Calendar Overview
Provides a time based schedule of all transport entries for efficient operational planning. Displays transport references aligned with scheduled start times for clear workload visibility. Supports proactive monitoring of ongoing and upcoming transport activities.
Navigation : Freight → Transport Entries
25.) Transport Entries Measure Based Analysis
Presents transport data in an aggregated format using selectable operational metrics. Supports evaluation of completed transport activity through parcel volume and trip count. Enables management level insight into delivery execution and logistics performance.
Navigation : Freight → Transport Entries
User Guide
