A practical working tool for the day-to-day shipment records behind the office. Bring in the daily tracking file, see what needs attention, open a client and work from its own shipment history, prepare reports, manage the collection list and create commercial invoices without keeping the same information in several places.
The tool is organised around the work you actually do: daily tracking first, then the exceptions, client follow-up and end-of-day paperwork. The password opens the franchise list; each franchise then opens with its own password and its own data.
Daily trackingUpload XMS or an already tracked sheet and work the current shipment list.
Client recordsKeep shipments, contacts, addresses, materials and client reports together.
Exceptions and follow-upFind critical, stale and untracked shipments, then log calls, emails and to-dos.
End-of-day workUse the collection sheet and prepare commercial invoices from saved information.
Daily tracking
Client sheets
Client reports
Collection sheet
BookedOn the collection sheetIn transitTracked on the sheetsDeliveredOn the client report