Documentation Workflow in Freightek

Core Responsibilities in Freightek

1. Review Shipment Details

Before generating documents, the Docs team should:

1. Go to Shipments.

2. Filter by Awaiting Documentation status.

3. Open shipment record and verify:

   • Cargo details (CBM, Weight, Containers)

   • Vessel / Flight information

   • Shipper / Consignee names

   • Route and Incoterm

✅ Use internal notes for clarification from CS or Sales if needed.

2. Bill of Lading (HBL/MBL) Generation

Steps to generate a Bill of Lading:

1. Open the Shipment.

2. Navigate to Documents > Generate HBL/MBL.

3. Select BL type: House or Master.

4. Auto-fill details or make manual edits.

5. Save as draft and preview.

6. Export as PDF or email for shipper approval.

✅ Freightek allows you to create branded BL templates per client or route.

3. Other Documents Supported

• Commercial Invoice

• Packing List

• Delivery Order

• Arrival Notice

• Booking Confirmation

• Certificate of Origin (manual entry)

• Trucking Instructions / CMR (for inland jobs)

✅ You can upload original files or generate templates directly from job data.

4. E-Manifest Export

Freightek simplifies export declaration by generating digital manifests.

1. Go to the shipment > Documents tab.

2. Click Export E-Manifest.

3. Choose format: CSV, XML (for VNACCS or other customs systems).

4. Submit file to relevant authorities or upload to portal.

✅ Ideal for weekly consol shipments or customs filing.

5. Document Sharing & Portal Access

• Email directly from the system to shippers, clients, agents.

• Allow clients to download via portal (if enabled).

• Upload signed documents (e.g., signed BL, POD, invoice) for accounting handover.

✅ Each document shows upload history, editor, and timestamp.

6. Finalization & Closure

Once all documents are completed:

• Mark shipment as “Documentation Completed.”

• Notify CS and Accounting teams.

• Archive all files for audit trail.

✅ Document archives are searchable by job code, date, or client.

? Internal Collaboration