Account Management 

Customers and Agents (Onforwarders/Carriers)

1. Upload a wide range of contact details including general, accounts (payable/receivable), customer service, warehouse (multiple), back dock, IT, and management. 
2. Upload customer/agent logos to white label consignments, labels, and web portal logins
3. Override global consignment/job creation options for individual customers
4. Link customers/agents to your accounting package for seamless invoicing and reporting 
5. Override global finance settings for individual customers/agents  
   
6. Assign Sales, Customer Service and Account Managers to limit visibility to specific people  

Logins – Staff, Drivers, Customers and Agents 

1. Bulk import of users and force password reset on first login for ease of setup   
2. Provide customer logins to your web portal to view/create/edit consignments including live tracking and POD’s
3. Accommodates users in multiple geographic locations/time zones 
4. Optional two factor authentication (2FA)
5. Customizable security permission groups to control access and data visibility   
6. Enable/disable mobile app access and send SMS with app install link 
7. Personalized printing options to default local or remote printers 
8. Link completed forms such as daily ‘fit for duty’ checklist. 
   

Address Management 

1. Bulk import of address data and auto save all new addresses. 
2. Private customer address lists  
3. Autocomplete codes to speed up data entry 
4. Can be tagged as business or residential to manipulate pricing   
5. Save default pickup or delivery special instructions and close times 
6. Required bookings be made for pickups and/or deliveries 
7. Auto linking and consolidation of addresses for single pick up/delivery events of multiple consignments/jobs 
8. Save sender/receiver names to speed completion on pick up and deliveries on mobile app 
9. Track equipment counts (Chep, Loscam, etc) per location 
10. Manually update/improve GPS coordinates for address data   

Consignment/Job PUD Management

Creation  

1. Item/article level labelling 
2. Define required or mandatory fields on data entry.
3. Consignment number formatting including start, length, prefix, and suffix.
4. Item/article level label generation and printing with unique barcoding. 
5. SSCC label generation and configuration
6. Carrier conforming labels for a large range of carriers 
7. Prepopulate default consignment/job data including addresses, special instructions, open/close datetime. 
8. Control data entry to improve quality by limiting freight descriptions. default weights and dimensions, default settings for pickup requests, service levels, ATL, redelivery, and additional service options, 
9. Manually or automatically create Point 2 Point (P2P) consignments based on pre-defined criteria 
10. Customize level of tracking information displayed to customers,
11. Disable creation methods such as Web Portal, EDI and API   
12. Create consignments against multiple accounts – receiver pays. 
    

Manifests 

1.  Manifest number format including length and prefix
   
2. Automatically assign consignments/jobs to manifest based on sender, service level or agents/carrier assignment. 
3. Define manifest close/ready times and automate pickup requests  

 Zone and Multi Depot Management 

1. Import/edit zones by postcode, suburb, shapes on a map or any combination of these 
2. Zone name, short name, AKA’s, address/location, time zones, and hidden zones   
3. Single zone list for all or independent multiple zone lists to for different uses 
4. Zone options include Headports (depots), Transit Times, Auto Allocation Small, Auto Allocation Bulk, Label Route and Scan/Agent zones 
5. Identify missed suburbs in existing zones
6. Define Limited Service Areas and Non Serviced Area
   
7. Define linehaul routes to prevent misdirects
8. Set transit times based on routes and service levels  
   
9. Assign staff to depots for allocation, printing, reporting linehaul scanning   

Pick up Allocation

1. Allocate to company drivers or 3rd party agents/onforwarders 
2. Pickup Allocation screen with live driver locations, load details and intelligent driver sort
3. Fully automatic allocation options based on variables including location, freight type, weight, volume, customers and more.  
   

Delivery Allocation

1. Allocate to company drivers or 3rd party agents/onforwarders 
2. Pickup screen can also handle deliveries.  
3. Fully automatic allocation options based on variables including location, freight type, weight, volume, customer and more.  
4. Scan barcode in app or drag and drop in web portal to allocate
   

Mobile App

General 

1. Android and iOS apps available
   
2. Compatible with most rugged PDA bands including but not limited to Chainway, CipherLab, Honeywell, Motorola, Point Mobile, ScanSKU, Urovo, and Zebra.
   
3. Link user to headport/depot for automated printing and scanning
   
4. Works without a data connection by storing data in app and transmitting when connection restored. Some functionality limited such as live PU allocations and live tracking.  
   

Driver Functionality 

1. Scan to load or manual entry for damaged barcodes
2. Live feedback for loading multi-item consignments to manage shorts 
3. Manual sort run or auto route optimization options 
4. Driver pop up alerts configurable and available on loading and delivery. 
5. Delivery address booking validation 
   
6. Range of delivery options including Complete, Short, Card Left, ATL, ATL Short, Futile, Declined/Rejected, No Parking, Check Address, Unable to Access (Traffic/Queue), Unsafe to Leave, Out of Time, Signed on Paper, and Closed 
   
7. Set colors for high priority service levels
   
8. View PUD location and get turn by turn directions
   
9. Manually take or force photos e.g Force photo on ATL
   
10. Add comments and record additional services/extra charges including quantity and notes for auto or manual invoicing. 
11. Log arrival and POD times for auto wait time/demurrage calculation
    
12. Auto group multiple jobs to same sender/receiver for multi drop, single signature deliveries 
    
13. Edit bookings, update Check Weight Cube (CWC) data, reprint consignments and/or labels
    
14. View consignment history including scans and status.     
    

Depot Functionality 

1. Depot in scanning including scan tags and depot/floor locations
2. Scan manifest creation from app
3. Proactive scan validation on linehaul scanning to prevent misdirects
4. Reactive scan validation on depot scanning to identify misdirects 
5. Load linehaul and create manifest from app based on scans.
6. Create single manifest from multiple scanners for faster loading  
7. Discrepancy scanning, manifest creation and reporting 
   
8. Update CWC data.

Integrations (EDI & API)

1. Standardized delivery (inbound) integrations including consignment/manifest data import and tracking data export for a wide range of carriers, TMS, ERP and/or WMS platforms
2. Standardized sending (outbound) integrations including consignment/manifest data export and tracking data import for a wide range of carriers
3. Import/Export monitors and alerts based on predefined thresholds 
4. EDI supporting import/export of a comprehensive range a date in multiple formats csv (plus other delimiters including Tab) and XML over FTP, email, or manual upload. 
5. REST API available for a wide range of data 
6. Integrations with automated scanning and CWC systems including depot scanning functionality 
7. Auto override declared weight/dimensions if CWC data is greater. Record but ignore if less than declared.  

Customer Service Management

1. ETA’s, track and trace, and general troubleshooting
   
2. Full history of status changes and barcode scans including location, user and datetime
   
3. Every change to a consignment is logged and displayed for audit purposes and advanced troubleshooting.  
   
4. Driver pop up alerts logged. E.g. Driver shown warning and ignored/accepted  
5. Customer service ticket creation and management via portal or import from email
6. Live notifications – on delivery, ETA, POD issues including SMS
   

Finance Management

Rate Cards/Pricing

1. Automated rating/pricing of all consignments with a range of flexible options
   
2. Rate/price based on multiple service levels, freight descriptions, routes (between zones) and rate types.
   
3. Rate types include, flat (basic) per consignment, weight , quantity , distance , time , minimum, maximum, or any combination thereof 
   
4. Generate customer (income), agent/sub contractor/carrier (expense) and manual prices. 
   
5. Override or edit auto generated prices   
   
6. Full customizable data fields including multiple service levels, and freight descriptions for pricing
   
7. Rating zones can be independent of all other zones.  
8. Rate schedules to define date range that rates apply.
   
9. Copy rates and apply percentage uprate/increase. Set start date to automatically apply new rates.   
   
10. Shadow rate cards. Take an existing rate and apply a +/- % margin/markup 
    
11. Freight item overrides to apply accurate charges regardless of description. e.g. if pallet length/width > 1.2m, charge as oversize pallet or 2 x spaces
    

Levies and Surcharges 

1. Levies can be applied to both customers and agents/subcontractors/carriers
   
2. Consignment level levies including fuel or other user defined options
   
3. Invoice level levies including per invoice, invoice minimum, and daily minimum 
   
4. Applied as a % or flat rate
   
5. Simple to schedule new levy application. e.g. set next months fuel levy in advance to auto apply on first of month 

Additional Services/Extra Charges 

1. Add user defined additional services
   
2. Select on consignment creation/import, driver can record on mobile app or add after delivery complete. 
   
3. Driver can select from list to apply and enter quantity or notes/comment in mobile app
4. Auto apply based on defined variables. e.g. demurrage/wait time charge if arrival time to POD time is greater than 15 minutes  
   
5. Charges direct to invoice or require approval before invoicing
   
6. Default price with ability to override for specific customers/agents    
   
7. % of base rate or flat charge 

Invoicing

1. Automatically add prices to invoices  
   
2. Invoice generation and configuration options 
3. Invoice approvals process
4. RCTI/Reverse billing – generation and/or reconciliation
5. Quote creation and management
6. Links to accounting software and configuration

Reporting

1. Template management – connotes, labels, manifests, POD’s 
2. DIFOT reports and management tools
3. Discrepancy reporting
4. Finance reporting
5. Scan compliance 
6. Driver activity/KPI’s
7. Customer/Agent reporting

CoR 

1. setup and configuration. Driver and depot requirements, reporting and alerts

Branding/White Labelling

1. Logos and landing page content web/app
2. Emails – SMTP configuration options with multiple domains and email addresses 
3. Website widgets setup and configuration. Login, tracking, ticket creation, quote generation, prepaid bookings, invoice payment, account creation 
4. Website widgets to integrate with current web presence.