The core: logistics
Master data: sites, routes, products, resources, accounting schemes.
Sites · Routes · Products · Resources · Accounting schemes
Customer contracts, versioned rate rules, consortium quotas, subcontractor contracts.
Customer contracts · Rate rules · Quotas · Subcontractor contracts
Orders, dispatch, trips, weighings, delivery notes and proofs of delivery, incidents.
Orders · Dispatch board · Trips · Weighings · Delivery notes · Proofs (archive) · Incidents
Subcontractors, periodic statements, deductions and payments.
Subcontractors · Deductions · Statements · Payments · Settings
Vehicles and machinery, work orders, preventive maintenance, tyres, workshop services.
Vehicles and machinery · Preventive maintenance · Work orders · Tyres · Workshop and stock
Imported cargoes, depots, stations, sales, refuelling, tank gauging.
Cargoes · Depots and tanks · Stations · Refuelling · Sales · Tank gauging
Drivers, certifications, driving hours, bonuses to payroll.
Drivers · Certifications · Driving hours · Bonuses
Lifting equipment, machine hours, warehouses, containers.
Lifting equipment · Machine hours · Warehouses · Containers
Forwarding files, declarations, disbursements.
Files · Declarations · Disbursements
Flights, crews, aircraft, regulatory documents.
Flights · Crews · Aircraft · Regulatory documents
Incidents, audits, non-conformities, dangerous goods.
Incidents · Audits · Non-conformities · Dangerous goods
Dashboards, margins, contractual indicators.
Dashboards · Margins · Contractual indicators
All around: integrated management
CRM: contacts and prospects, actions and tasks, mailing (templates, sends, tracking), follow-up sheet, sales funnel; a prospect becomes a Sales management customer.
Contacts · Lists · Actions · Follow-up sheet · Message templates · Mailings · Funnel · Activity · Action types · Sales reps · Process · Settings · Import / export
Sales: quotes, orders, invoices and credit notes, drawn from validated trips and transport orders, posted to the sales journal.
Quotes · Orders · To invoice · Invoices · Credit notes · Customers · Suppliers · Items · Settings
General accounting: entries (keyed in or coming from logistics), chart of accounts, journals, financial years, matching, reports, VAT, cost accounting, budgets, import / export, FEC, closing.
Entries · Matching · Bank reconciliation · Third parties and due dates · VAT · Reports · Balance sheet and P&L · Cost accounting · Budgets · Closing · Chart of accounts · Journals · Financial years · Import / export · Options
