Day-to-Day Admin Workflow

Core Responsibilities in Freightek

1. User & Role Management

• Add new user: Assign email, department, and role.

• Set permissions: Control access to modules (e.g., Accounting, CRM).

• Activate/Deactivate users: Manage based on employment status.

✅ Roles can be customized for granular access (e.g., Sales Assistant, Finance Viewer).

2. Department & Branch Configuration

• Create and assign users to departments:

  • Sales, Docs, Accounting, Pricing, CS, Management

• Link departments to branches or regional offices

• Control data visibility across branches (if needed)

✅ Enables branch-level segregation and reporting.

3. Charge & Pricing Master Data

Maintain a unified system-wide reference list:

• Standard charge names (THC, B/L Fee, Seal, DOC, PSS, etc.)

• Charge units: per container, per shipment, per CBM

• Default currencies and taxes

• Document prefixes and numbering logic (e.g., HBL-001)

✅ Reduces errors and ensures standardized output across quotes and invoices.

4. Document Template Management

Upload and manage:

• Quotation templates

• Invoice/debit note layouts

• Bill of Lading formats (House/Master)

• Delivery Order, Arrival Notice

✅ Branded templates are assigned by company, department, or trade lane.

5. Automation Rule Configuration

Admins can enable/disable system-wide automations:

• Email alerts (e.g., quote sent, status change)

• Invoice creation triggers

• Approval workflows (e.g., require pricing sign-off)

• Internal notifications (e.g., overdue POD alert)

✅ Automations improve efficiency and reduce human error.

6. Integration Management

Connect Freightek to external systems:

✅ Admins configure and monitor sync schedules, mapping, and credentials.

7. System Settings & Branding

• Company logo and color scheme

• Time zone, language, currency

• Default email signature

• Shipment/Quote numbering format

✅ Ensures a professional, unified experience across all documents and portals.

? Internal Collaboration