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This
package has had many years and
companies ideas incorporated.
Every instillation is unique since
no two forwarders run their
business quite the same.
Variations in procedures, handling
of branches, divisions, franchises
and multiple companies/entities
make it impossible to have a
standard program that can
accommodate these variations. We
have done many things for many
people, but never everything for
any one person. We have a few good
starting points to choose from and
some integration issues, that you
have to make decisions on, to put
together the pieces you need, to
run your business. We also bring
with us years of seeing and
enhancing forwarders operations.
As we go through all of your
current procedures, we will be
able to offer you ways of
improving employee efficiency,
mostly through software, that is
designed to do as much work for
you as you will let it, and some
with procedure changes. We have
found that the biggest waste of
time is redundant data entry, and
the time it takes to find mistakes
it leads to.
Integration
& Key Features
1)
A
PO entered on an Expediting or
Inbound Routing from abroad will
be the same record through the
IMPORT Facility, Domestic
Warehouse Receiving, Re-forwarding
to final destination via Ocean,
Air (Domestic or Export) or Truck
and finally on Billing to the
proper party.
2)
All
direct expenses come from
operations modules. They are
posted to the payables at the same
time that the billing is posted.
This gives you a correct profit as
you do billing. If an expense does
not come in for X number of days,
it can always be credited to
profit.
3)
On
Through Shipments Ex. (SIN to JAX) via JFK for consolidation
gains. Invoicing will look for
Import charges, Routing charges
and Reforwarding charges and
combine them into one invoice for
the client. If any part is
missing, the operator is informed
of who to see about the billing or
that the operation has not been
started yet. In either case, it
will force them to wait for the
job to be completed, to create the
final combined invoice. Point to
Point would have created three
invoices for this same shipment,
Routing to US, Import/Clearance,
and re-forwarding to final
destination (Domestic or Export).
4)
All
modules have Automated Rating
Facilities for Buy & Sell
Rates. The default
5)
All
modules have access to all other
modules, so cross referencing of
data between warehousing, shipping
and accounting modules is very
easy. From a revenue/expense line
on a shipment to the general
ledger transaction it was posted
in or from a GL transaction to all
the invoices and shipments that it
was made up from can be quickly
accessed.
6)
All
Modules have Client PO/Reference
entry facility for Multiple
entries for searching, tracking
and billing (PO’s can print on
any related document, including
Invoices, for Easier Collections).
7)
All
Modules have Destination Vessel
name. This is used if you move
freight for steamship companies.
8)
All
Modules have a Similar looking
Billing Facility with unlimited
number of lines. These facilities
record Bill to, Revenue, Vendor,
and Expense per line and can
change from line to line. IE
client A can have part of the job
billed to Account B and part to
Account C. There are several other
fields (130+), Per line that store
the Revenue & Expense details.
9)
All
the modules use the same
Transaction File, which becomes
the invoice details. It is also
used for creating payables and
releasing them for payment when AP
invoice is received. It also
contains foreign currency
information and
rates.
10)
Any
Screen, Report or Form can be sent
to any
printer, e-mail address,
fax # or text file.
11)
Employee
-
Form/Printer Matrix for
Automatic
routing of jobs to printers
12)
Employee Profile –
Location, Allowed Divisions,
Security for Adding, Updating,
Viewing and Supervisory functions
throughout the different Modules
13)
Account file
Just a quick explanation of
one of the many new ideas we will
be bringing to you, To make your
business more efficient and
streamlined today, and in the
future. We do not have a Client
file and Vendor file and Airline
file as some packages do. We have
one file, that is an account file,
which contains everyone. In the
freight business there are too
many instances where an account
has both Receivables &
Payables. Since we have combined
everyone into one file, we know an
exact balance with the account, on
one screen. There are facilities
for Airline profiles, Rates (Buy
& Sell), Agent profit split
profiles, client rates &
profiles, vendor rates &
profiles, etc. This becomes one
central source for all data.
14)
Account Query Facility
We also have a facility
that allows you to query an
account and select to view data
From any module, Accounts
Receivable Invoices, Receipts,
Accounts Payable Invoices,
Disbursements, Air, Ocean,
Routing, Warehouse, Releases,
Trucking, Notes & Rates. This
same facility can use a Group
field to search for data for all
accounts in the group. This same
facility can be used to allow
clients to query their own data.
They are locked into their own
account and have no access to cost
or notes info. There is a similar
facility that reports can be
requested, by staff and clients,
and
Printed to local printer
for clients
Printed to any printer for
employees
Faxed to anyone
E-mailed to anyone
15)
Client & Vendor integration
EDI – can be integrated
into any module as per your needs.
This can be anything from
ANSI X12 Format to comma delimited
for reading into Excel.
Special procedures can be
added to handle accounts with
additional needs.
16)
Release facility for Direct Expenses. You only pay for Pre-approved
expenses, once, Discrepancies can
be automatically resolved if they
are within allowed range +-$1.00,
after that, the information is
stored in a file, and an e-mail is
sent to whoever created the
expense, requesting instructions
on the discrepancy. There is a
facility to tell the system your
decision, and it created the
proper entries in payables, to
account for any changes from
original expense. This utility has
both USD & Foreign Currency
totals. You can make your entries
in either currency.
17)
Client
data entry/collection. We have
created entry screens &
procedures, which would allow
clients to login and enter their
own shipping information and print
the paperwork to give to the
driver, directly into your system.
This means, your client is paying
to do your data entry. All the
rates they see, they know about.
Standard charges come up and
calculate themselves anyway. They
can not access anyone else’s
information. Your operators just
need to proof the work and release
for billing (And do the routing of
the shipment itself of course).
There is a similar facility within
the query for clients to be able
to create packing lists from what
they have on-hand and enter the
shipping details. This gets
printed directly in warehouse and
e-mailed to proper parties to see
it gets done. All this needs is a
terminal, printer and modem or a
PC with WEB access at the client
site. Through a 3rd
party add-on product, this
software can be accessed through a
browser. Vendors, Clients and
Agents can be given access to
query and print their own data,
and to DO DATA ENTRY FOR YOU, by
directly updating files that are
on your system. Since the system
never sleeps. Foreign agents can
access and update shipping and
receiving info while you sleep.
When you get in, you only have to
deal with the faxes from those
that don’t have access.
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