Forwarder role functions

Our freight forwarding system has comprehensive content , clear division of roles labor, simple and fast operation

Administrator

The role own all permission of system, but it does not operate company business in principle.
Maintain company basic information and manage website of company

Business staff

The main performer and manager of business operations, with most of the permissions
Manage the company's customers and suppliers, specify freight and surcharge strategies, business management (sales function supplement), corporate marketing management

Salesman

The main performer of direct customer business operations, mainly responsible for connecting direct customers assigned by the company.
Manage my clients, give my direct customers customized quotes, and manage direct customers online.

Operator

Operating order and bill issue.
Manege space releasing, truck arrangements, customs and a series of operations arrangements after order generation, also manage the documents and bills in the process

Finance staff

Manager of corporate finance-related matters
Manage company receivables and payables and other financial settlement, customer credit, all kinds of billing management. It has been involved in the company's financial flow of business monitoring
  • Website management:
  • Administrator-Website management
  • Home page image
  • Contact us
  • About us
  • News center
  • Company announcement
  • Basic information:
  • Organizational structure
  • User management
  • Company information
  • Real name authentication
  • Customer management:
  • Peer customer
  • Peer VIP
  • Direct customer management
  • Blacklist
  • Supplier management:
  • Peer agent
  • Trucking company
  • Overseas agent
  • Rate management:
  • Rate maintenance
  • Peer freight rate query
  • Agency charge maintenance
  • Truck charge maintenance
  • Case management:
  • Customization demand
  • Customization management
  • Direct customer quotation settings
  • Order management
  • Total volume
  • Total profit
  • Company marketing:
  • E-mail template
  • E-mail setting
  • Push the rate
  • Notification record
  • Advertisement management
  • Customer management:
  • My client
  • Case management:
  • Customization demand
  • Direct customer quotation settings
  • Order management
  • Total volume
  • Total profit
  • Company marketing:
  • E-mail template
  • E-mail setting
  • Push the rate
  • Notification record
  • Operation management:
  • Operation management
  • Document management
  • Bill management
  • Case management:
  • Total volume
  • Total profit
  • Operation management:
  • Bill management
  • Finance management:
  • Credit management
  • Payment management
  • Receivable management
  • Payable management
  • Company marketing:
  • Push the rate
  • Notification record
  • Advertisement management
  • Maketing account management

Direct customer order process

Order on line, better eexperience, high efficiency.

Direct customer

Salesman

Business staff

Supplier

Inquiry management  
Add inquiry
Customization demand  
View the requirements of direct customer customization to determine if additional product information is required
Customization management  
Choose supplier, set sales rate and mark-up rules etc
Search rate  
Check rate, choose order, fill booking information
Direct customer rate  
Choose supplier, set salesman base rate and mark-up rules
Search rate  
Fill in container information, apply free detention
Search rate  
Confirm the freight information, default FAK price, select special rate request, submit application (no application, show as booking)
Check rate, choose order, fill booking information  
Choose other services, such as truck, customs, VGM, etc.
Order management  
Can apply for free DEM/DET after picked up and special rate
Order management  
Replying special rate application above the salesman rate
Order management  
Can choose supplier, apply free detention and rate, deal with special application below the salesman rate
Order management  
Deal with peer customers free detention and special rate application
Order management  
If OK, confirm booking