Key Changes in the Latest Software Update

I - MAIN MODULES RENAMED

1. Rate → Pricing

2. Quote → Sales

3. Shipment → Operations

4. Lead/Client → Customers, with an additional field: Addition type

5. Provider → Partners, and Agents separated into distinct modules, each with the Addition type field

6. Addition type: A field for objects with multiple classifications

7. Type LOGISTICS -> DOMESTICS

II - DETAILED CHANGES

1. PRICING

   • Request - Internal: Relocated to Pricing module → select Sales Request

   • Each request now includes fields for Dimension, Subscribers, and Chat

   • Each "Freight" rate line is assigned a unique code
     
     

   • Services are no longer differentiated by FCL, LCL, AIR, RFCL, FTL, LTL
     
     

   • Each shipment now has a RATE PIC field
     
     

   • To add fee names: Navigate to Automation Setting → select Pricing

2. SALES

   • In the Customer section, Assignment is divided into: Shipment assignment and Sale request assignment

   • Data Check: To verify if a customer is already in the company's list:

                    - Step 1: Go to Customer → enter the name or tax code of the entity to check

                    - Step 2: Click on "Check Data"

                    - If the customer exists in the company's data, results will be displayed

• If the customer does not exist, it will indicate "No data"

• When creating a shipment, an additional information verification step has been added
  
  

3. OPERATIONS

• Each shipment includes a Shipment PIC field

• Pricing → Details is now renamed to Overview

• Processing management has been repositioned and its operation method updated
  
  

• Customs: Allows uploading of declarations via Excel files for system processing

• Trucking is now referred to as Truckload

• Shipping Instruction is now labeled as Shipping:

  • Positions of HBL Processing and MBL Processing have been swapped

  • Information in Parties (Shipper/Consignee/Notify Party/Agent) is sourced from the Partner module in Auto Document Manifest

• The names for Shipper/Consignee/Notify Party are entered in the description field, and the Bill will display this description information
  
  

4. ACCOUNTING

• Shipments now feature a PL Status column

• Profit & Loss is renamed to Billing & Costing

• The Make Invoice/Cost button is now labeled as Confirm

• Issue Combine is now Combined Invoices (the exchange rate displayed on the combined form is derived from the Debit/Cobo, so all vouchers must share the same exchange rate)
  
  

• Accounting is divided into three tabs:

                - Revenue & Cost

                - AR & AP

                - Receipt & Payment (Records)    

• SOA has been relocated to Report → SOA
  

• Reports now use the Report On date instead of the Created On date
  

• To update exchange rates: Navigate to Automation Setting → Accounting