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Logistics Systems and Modules Overview

The document outlines various systems and modules necessary for the logistics industry, focusing on freight forwarding, ecommerce, and supply chain management. Key modules include cargo booking, customs clearance, container management, cost management, supplier collaboration, and distribution management. Each module is detailed with specific screens and functionalities required for efficient operation and management in logistics.

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arun0012
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11 views9 pages

Logistics Systems and Modules Overview

The document outlines various systems and modules necessary for the logistics industry, focusing on freight forwarding, ecommerce, and supply chain management. Key modules include cargo booking, customs clearance, container management, cost management, supplier collaboration, and distribution management. Each module is detailed with specific screens and functionalities required for efficient operation and management in logistics.

Uploaded by

arun0012
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Contents

1 Systems..........................................................................................................................................4
1.1 Freight Forwarder..................................................................................................................4
1.1.1 Cargo Booking................................................................................................................4
[Link] Quote request screen.................................................................................................4
[Link] Quote Generation Screen..........................................................................................5
[Link] Quote Approval process (Multiple screen)................................................................5
[Link] Quote tracking screen................................................................................................5
[Link] Booking/Booking confirmation screen.......................................................................5
[Link] Carrier booking request/confirmation.......................................................................5
1.1.2 Port and Custom clearance............................................................................................5
[Link] Customs broker selection...........................................................................................5
[Link] Import declaration screen..........................................................................................5
[Link] Export declaration screen..........................................................................................5
[Link] Duty/Tax Calculation..................................................................................................5
[Link] Customs process info/checklist screen......................................................................5
[Link] Document upload option...........................................................................................5
[Link] Customs inspections details capture..........................................................................5
[Link] Customs duty payment confirmation.........................................................................5
[Link] Port compliance/Fees info/checklist..........................................................................5
1.1.3 Container management.................................................................................................5
[Link] Container booking Management...............................................................................5
[Link] Container tracking......................................................................................................5
1.2 Ecommerce............................................................................................................................6
1.3 SCM........................................................................................................................................6
1.4 Common modules..................................................................................................................6
1.4.1 Shipping and Carrier Integration:...................................................................................6
[Link] Service selection screen/Dash board.........................................................................6
[Link] Real time rate comparison.........................................................................................6
[Link] Carrier performance details.......................................................................................6
[Link] Carrier booking/Milestone confirmation integration.................................................6
1.4.2 Rate Management.........................................................................................................6
[Link] Basic Rate Management – Search - View/Edit – rate list............................................6
[Link] Personalised Rate Management – Search - View/Edit – rate list...............................6
[Link] Rate Management - upload.......................................................................................6
[Link] Surcharge and Discount screen..................................................................................6
[Link] Rate Approval workflow - Access management........................................................6
[Link] Rate version maintenance.........................................................................................6
[Link] Currency exchange – FX rate – View/Edit -upload.....................................................6
1.4.3 Quote Management.......................................................................................................6
1.4.4 Insurance and Risk Management...................................................................................6
1 Systems
List of systems-modules for the logistics industry

 Freight forwarder
 Ecommerce
 SCM
 Common modules

1.1 Freight Forwarder


The below are the list of modules needs to be developed especially for the freight forwarder
solutions.

 Cargo Booking
 Custom clearance
 Cargo Tracking
 Risk Management
 Port and custom compliance
 Container management

1.1.1 Cargo Booking


Cargo booking modules consists of the screens starting from Quote request to the Booking
confirmation screen.

 Quote Request Screen


 Quote Generation Screen
 Quote Approval process (Multiple screen)
 Quote tracking screen
 Booking/Booking confirmation screen
 Carrier booking request/confirmation

[Link] Quote request screen


Screens in SaaS system that can be used by the user/freight forwarder (on behalf of the customer) to
capture the requirement and to initiate the quote request

Fields Required Description No of fields


Exporter/Source Name, Address, contact information
Importer/Destination Name, Address, contact information
Shipment details Type of good, quantity, quality
Source , destination, date, time
Mode/speed of Transport Land, Rail, Sea, Air. One day Delivery, Express,
Normal
Additional services Incoterms
required Insurance
Customs
Last mile pickup/Delivery
Packaging requirements etc
[Link] Quote Generation Screen
Screens in SaaS system that can be used by the freight forwarder to generate the quotation based
on the requirements from customer considering all fees/charges associated with it.

[Link].1 Service and carrier selection


[Link].2 Rate Quote and Cost Estimation
[Link].3 Copy and Edit Quote – History – versioning

Fields Required Description No of fields

[Link] Quote Approval process (Multiple screen)


[Link] Quote tracking screen
[Link] Booking/Booking confirmation screen
[Link] Carrier booking request/confirmation
1.1.2 Port and Custom clearance
[Link] Customs broker selection
[Link] Import declaration screen
[Link] Export declaration screen
[Link] Duty/Tax Calculation
[Link] Customs process info/checklist screen
[Link] Document upload option
[Link] Customs inspections details capture
[Link] Customs duty payment confirmation
[Link] Port compliance/Fees info/checklist
1.1.3 Container management
[Link] Container booking Management
[Link].1 Shipment details
[Link].2 Gate in/Gate Out details
[Link].3 Container load planning interface
 Visualization tools for optimizing container space
 Drag-and-drop functionality for load planning

[Link].4 Demurrage/Detention details


[Link] Container tracking

1.2 Ecommerce
1.3 SCM Logistics
Supply chain logistics refers to the planning, implementation, and management of the flow
of goods, services, information, and finances from the point of origin to the point of
consumption in order to meet customer requirements efficiently.
The below are the list of modules needs to be developed especially for the freight forwarder
solutions.
1. Cost Management Module
2. Supplier Collaboration Module
3. Distribution Management Module
1.3.1 Cost Management Module:
Cost management modules is essential for tracking and managing the various expenses
associated with the movement of goods within the supply chain.
[Link] Cost Dashboard screen:
Provides an overview of cost-related information like key performance indicators (KPIs), cost
summaries etc.
Fields Required Description
 Graphs for plotting View historical cost trends and forecasts for
 period selector future cost projections
 type of cost selector
 Product names or SKUs. Analyse costs associated with specific
 Cost per unit. products or SKUs.
 Margin analysis.
 Supplier names. Analyse cost associated with each supplier or
 Purchase orders and invoices vendor.
associated with each supplier.
 Cost trends and changes over time
 Options to generate /pull various
reports related to cost management.

[Link] Cost Analysis Screen:


Fields Required Description
 Cost categories (e.g., transportation, Allows users to analyze and view detailed
warehousing, inventory). cost data.
 Cost breakdown by supplier or
vendor.
 Cost breakdown by product or SKU.
 Time-based cost analysis (e.g.,
monthly, quarterly, annually).

[Link] Cost Allocation Screen:


Fields Required Description
 Cost allocation methods. Allocate costs to different cost centers or
 Allocation percentages. projects.
 Cost center or project selection.

[Link] Budget Management Screen:


Fields Required Description
 Budget amounts. Set and manage budgets for different cost
 Budget vs. actual comparisons. categories or projects.
 Variance analysis and options to pull
report

[Link] Transportation Cost Screen:


Fields Required Description
 Shipment details (e.g., origin, Focuses on transportation-related costs.
destination, mode).
 Freight costs.
 Carrier information.

[Link] Inventory Cost Screen:


Fields Required Description
 Inventory valuation methods (e.g., Tracks costs related to inventory
FIFO, LIFO). management.
 Holding costs.
 Inventory turnover metrics.

1.3.2 Supplier Collaboration Module:


A supplier collaboration module in a supply chain logistics system typically includes various
fields and data points to facilitate communication, information exchange, and collaboration
between an organization and its suppliers.
The below are the list of modules needs to be developed especially for the freight forwarder
solutions.
 Supplier Dashboard Screen
 Supplier Directory Screen
 Purchase Order Collaboration Screen
 Supplier Scorecard Screen

[Link] Supplier Dashboard Screen:


Fields Required Description
 Supplier Name Display Supplier-related information like its
 Supplier ID key performance indicators (KPIs), recent
 on-time delivery performance activity.
 defect rates
 lead time adherence
 Status of recent activity

[Link] Supplier Directory Screen:


Fields Required Description
 Supplier name and contact Option to add and lists all the suppliers
information. associated with the organization.
 Supplier location and shipping details.
 Purchase Orders details and its
history.
 Stock Levels
 Lead Times
 Supplier performance metrics like On-
time delivery performance, Quality
metrics, and Cost performance metrics.
 Compliance Certificates
 Contract informations
 Invoices along with outstanding
invoice.
 Detailed specifications for products or
services.
 Payment History
 Comments and ratings provided by
your organization based on the supplier's
performance.
 Plans for improving supplier
performance, if needed.

[Link] Purchase Order Collaboration Screen:


Fields Required Description
 Purchase order numbers and details Used to collaborate with suppliers on
like order number, date, and status. purchase orders and enter those details to
 Order items, including descriptions, system.
quantities, unit prices, and total
amounts.
 Special instructions or requirements
for the order.
 Order status (e.g., pending, in
progress, shipped).
 Communication logs and message
history.

[Link] Supplier Scorecards Screen:


Fields Required Description
 Supplier name and ID Displays scorecards or performance
 Overall supplier rating. evaluations for each supplier.
 Detailed performance metrics.
 Historical performance trends and
report pulling options

1.3.3 Distribution Management Module:


This modules typically focus on optimizing the distribution and delivery of products to
customers.
[Link] Distribution Dashboard Screen:
Provides an overview of distribution-related information
Fields Required Description
 Order numbers, order dates, and Manage customer order details.
order types (e.g., sales orders, purchase
orders).
 Customer or recipient information,
including contact details.

 appointments for loading, unloading, Scheduling and management


or deliveries.
 Appointment dates, times, and
locations.

Information about incoming and outgoing Cross-docking plans and processes


shipments.

Verification,Testing and validation of


software functionality and its features.

1.4 Common modules


1.4.1 Shipping and Carrier Integration:
[Link] Service selection screen/Dash board
[Link] Real time rate comparison
[Link] Carrier performance details
[Link] Carrier booking/Milestone confirmation integration
1.4.2 Rate Management
[Link] Basic Rate Management – Search - View/Edit – rate list
[Link] Personalised Rate Management – Search - View/Edit – rate list
[Link] Rate Management - upload
[Link] Surcharge and Discount screen
[Link] Rate Approval workflow - Access management
[Link] Rate version maintenance
[Link] Currency exchange – FX rate – View/Edit -upload
1.4.3 Insurance and Risk Management

Common questions

Powered by AI

The Port and Custom Clearance module includes several key features designed to manage customs requirements efficiently. These features include Customs broker selection, Import and Export declaration screens, Duty/Tax Calculation, and a Customs process info/checklist screen . Additionally, the module offers a Document upload option for necessary paperwork, captures details of customs inspections, confirms customs duty payment, and provides a checklist for port compliance and fees . These capabilities ensure comprehensive management of customs clearance processes.

The Customs Process Info/Checklist Screen plays a critical role in the Port and Custom Clearance module by providing a structured framework for managing and verifying customs-related tasks. It ensures that all necessary steps for compliance are followed and includes a detailed checklist that helps in tracking document submissions, duty calculations, inspection details, and payment confirmations . By offering a clear and organized approach to customs processing, this screen minimizes errors and ensures regulatory compliance, enhancing efficiency in customs clearance operations.

The Distribution Management Module enhances the distribution process by offering a Distribution Dashboard Screen, which provides comprehensive views of order details, customer information, and scheduling for load/unload activities . It supports cross-docking operations and ensures accurate verification and validation of shipment details, optimizing product delivery efficiency . This module facilitates better planning, management, and execution of distribution tasks, improving the overall logistical workflow.

The Container Management module optimizes container utilization by offering shipment details management, Gate in/Gate Out tracking, and load planning interfaces. The load planning interface includes visualization tools that optimize container space usage and a drag-and-drop feature that aids in efficient load planning . Together, these features enable freight forwarders to maximize container capacity and improve overall logistics efficiency.

The Cost Management Module in Supply Chain Management systems serves to track and manage expenses related to the movement of goods within the supply chain. It includes components like the Cost Dashboard screen for an overview of cost-related information, the Cost Analysis Screen for detailed cost data by categories and suppliers, a Cost Allocation Screen for distributing costs to various centers, a Budget Management Screen for monitoring budget vs. actual spending, a Transportation Cost Screen for tracking freight expenditures, and an Inventory Cost Screen for managing inventory-related costs . These components collectively enable comprehensive cost tracking and analysis, facilitating financial efficiency in supply chain operations.

Real-time rate comparison in Shipping and Carrier Integration systems provides several advantages, including cost-effectiveness by allowing companies to choose the most budget-friendly options quickly, improved decision-making with up-to-date market information, and enhanced negotiation power with carriers by leveraging current rate data . These benefits contribute to optimized shipping operations and help organizations remain competitive in the logistics industry.

The Insurance and Risk Management module in freight forwarding systems provides comprehensive risk mitigation and management solutions, guarding against potential financial losses during the transport process. It typically includes options for selecting and purchasing insurance coverage tailored to specific shipment needs, integrating risk assessment to evaluate exposure levels, and offering tracking for claims and compensations . By systematically addressing risks, this module ensures smoother logistics operations and minimizes unforeseen disruptions.

The Supplier Collaboration Module facilitates communication and collaboration by including screens like the Supplier Dashboard, which provides KPIs and recent activities; the Supplier Directory, which maintains comprehensive supplier information; the Purchase Order Collaboration Screen, which manages order details and communication logs; and the Supplier Scorecards Screen, which displays performance evaluations . These features ensure clear and efficient information exchange and support ongoing collaboration with suppliers to enhance supply chain operations.

The Rate Management module offers functionalities such as Basic and Personalized Rate Management for searching, viewing, and editing rate lists; Rate Management for bulk uploads; Surcharge and Discount screens for flexible pricing adjustments; and a Rate Approval workflow for managing access and approvals . Additionally, it includes Rate version maintenance for historical comparison and Currency exchange functionalities for managing foreign exchange impacts . These capabilities support effective handling and administration of shipping rates.

The Cargo Booking module facilitates freight forwarders by providing a series of screens that streamline the handling of customer requests and the generation of quotes. It begins with the Quote Request Screen, where details such as the exporter/importer information, shipment details, mode of transport, and additional service needs are captured . Subsequently, the Quote Generation Screen helps freight forwarders generate the quotation by including all associated fees and charges, allowing for service and carrier selection, rate quoting, and cost estimation . This process supports efficient customer interaction and quote management from request to confirmation.

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