Shipment Dashboard

Each shipment in OFreight has a centralized dashboard where all related information and activities are managed in one place.

Top Banner

The top banner displays key shipment details, providing a quick overview of the shipment at a glance.

Key Information

The following information is visible in the top banner:

  • Shipment / Booking Number
  • Quote Request Number
  • Shipment type and summary
  • Sales representative
  • Customer
  • Shipment status

Actions Menu

On the top right, the Actions dropdown provides quick access to important operations:

  • Edit the shipment
  • Duplicate the shipment
  • Archive or cancel the shipment
  • View shipment activity logs
  • Reassign the sales representative

Dashboard Layout

The shipment dashboard is divided into three main sections to provide clear visibility and efficient workflow management:

  • Left: Shipment details
  • Center: Tasks related to the shipment
  • Right: Visual route map for better visibility and understanding

Channels Section

Below the dashboard, you will find two main channels.

Internal Channel

The Internal Channel helps teams collaborate on shipment execution.

Key Capabilities

  • Manage shipment collaborators by adding or updating team members
  • Communicate internally with your team

Contracts

The Contracts section allows users to manage the commercial structure of the shipment.

Key Capabilities

  • View and manage buying and selling contracts
  • Monitor expected shipment profit
  • Define one or multiple profit base currencies
  • Automatically calculate profit based on assigned exchange rates (ROE)

Accounting

The Accounting section provides a complete financial summary for the shipment.

Financial Visibility

  • Expected profit
  • Actual profit
  • Sales commissions
  • Gross and net profit

Key Actions

Create and manage:

  • Vendor invoices and payments
  • Customer invoices and receipts

Operations

The Operations section manages the operational workflow of each shipment.

In OFreight Pro and Ultimate versions, workflows are fully customizable.

Key Features

  • Select predefined company workflows
  • Update ETA (Estimated Time of Arrival) for each step
  • Automatically generate tasks based on workflow steps

Task Synchronization

  • Updating the actual date of a step automatically completes the related task
  • Completing a task automatically updates the corresponding step

This helps ensure that the operations team never misses deadlines.

Customer Updates

Operational updates can trigger automatic email notifications to customers.

In OFreight Ultimate, customers can track updates in real time through the customer portal.

FCL Shipments

For FCL shipments, OFreight supports:

  • Calculating demurrage and detention based on predefined tariffs
  • Exporting calculations as PDF

Documentation

The Documentation section allows users to create and manage shipping documents such as:

  • MBL (Master Bill of Lading)
  • HBL (House Bill of Lading)
  • Arrival notices
  • Other shipping documents

Attachments

The Attachments section allows users to upload and manage files such as:

  • Documents
  • Images
  • Videos

Customer Channel

Available exclusively in OFreight Ultimate, the Customer Channel enables seamless collaboration with customers through the integrated portal.

Was this page helpful?