From quotation to bill of lading. 

Active jobs and those waiting for confirmation, jobs this month against last month, open quotations and those expiring this week, free containers, jobs created per month, the quotation pipeline by status, jobs by stage, container stock by type, and departures due in the next three weeks.

Each widget reads a server-side aggregation over quotations, jobs and stock, so the numbers always match the lists behind them. Quick actions start a new quotation or booking from the same screen.

An export desk runs on deadlines: expiring quotes and upcoming ETDs. Putting both on the dashboard stops them being found too late.

Client request data, ports (POL, POD, transshipment, final destination, Incoterms), containers and cargo including dangerous-goods details (UN number, IMO class, packing group, flash point, MSDS files), the rate request, carrier and commercial terms with free time, and the buying and selling rates. Each quotation downloads as a PDF and can be duplicated.

Sections 1–4 and the pricing sections 5–8 save separately, so sales can capture a request before rates arrive. Once approved, the quotation locks, and only a user holding the quotation:approve permission can edit it, with a visible “override active” banner.

Most export problems start with a missing detail in the original request. Capturing dangerous-goods data at quotation time means the shipping declaration is half-filled before the job even exists.

Origin and destination charges for both buying and selling: ocean freight, DG surcharge, THC, BL, telex, documentation, DTHC, LOLO and more. Each line has its currency, rate and quantity per container size, who it is payable to or billed to, and the payment term. Section 8 shows total buying, total selling, net profit and margin percentage.

Totals and margin are recalculated per currency as lines change. Destination selling rates follow the buying rates automatically. A dedicated permission is needed to approve a quotation below the minimum margin.

Freight forwarding margins are thin. Showing the margin on every quote, and gating low-margin approvals, keeps sales from winning business that loses money.

Each job is created from a quotation and numbered automatically. It moves through Preliminary S/D, Booking (vessel, voyage, cut-offs), Depot / Container (CRO, seals, VGM), Final S/D (B/L wording, approval) and BL & Loading List (HBL, documents, pre-alert). The job can be confirmed or cancelled, and its status flows from Open to In progress, Completed and Closed – invoiced.

Before a step can be completed, the server validates the saved record and returns a precise list of what is missing: HS code format, weights, CBM, country of origin, stuffing location, notify party, POD agent, and for dangerous goods the class, UN number, packing group, emergency contact and MSDS.

A missing VGM or MSDS is discovered at the terminal, when it is expensive. The checklist moves that discovery to the desk, where it costs nothing.

Inventory per container type (20'DC, 20'OT, 40'HC, 40'OT, 40'RF), carrier and depot, with available against total. Stock can be added by hand or imported from Excel. When sales picks a carrier on a quotation, the available stock for that carrier is shown inline.

Allocating containers to a job takes them out of the available count automatically. The availability shown on a quotation is informational and never blocks it, because a carrier can always release more boxes.

Sales needs to know what's realistic before promising equipment. Showing stock in the quotation answers that without a phone call to the depot.

Totals by container type, port of loading and port of discharge, above the full booking table: job number, client, POL, POD, containers, B/L number, shipper, consignee, vessel, voyage, ETD, ETA and job status. Filters cover status, POL, POD and a job or client search.

Totals are computed from the same filtered query as the table, so the summary always matches the rows. The same table exports to Excel in one click.

Agents, carriers and management all ask for the same list in a spreadsheet. One filtered export replaces a weekly copy-paste job.

Admin, manager, operator and sales roles, plus custom roles. Permissions are grouped into booking, master data, quotation, B/L, team, RBAC and audit, down to actions like approving a below-minimum-margin quotation. Members, invitations and an audit log sit in the same Team area.

Access is checked against named permissions (like quotation:approve) rather than role names, so a new role is just a new combination of switches. Built-in roles are locked by name, and activity is kept in the audit log.

A small company's roles change often. Permission-based checks let the client reshape who does what without a code change.