Shipments

The Shipments module is the core of OFreight. It allows you to manage quote requests, create shipments, and track all operational, financial, and documentation activities in one place.

Overview

Use Shipments to:

Capture customer demand through quote requests
Convert approved quotes into shipments
Manage bookings, contracts, and documentation
Track shipment progress across multiple stages

Shipments act as a central source of truth, ensuring all teams are aligned throughout the shipment lifecycle.

Workflow

Step 1: Create a Quote Request

Capture customer requirements
Define routing, cargo, and service details
Collaborate internally to prepare quotations

Step 2: Convert to Shipment

Generate a booking from the quote request
Enter buying and selling contracts
Assign responsible team members

Step 3: Manage Shipment

Track shipment progress
Update operational milestones
Manage documents, tasks, and communication

Shipment Dashboard

Each shipment includes a centralized dashboard where all activities are managed.

Key Information

Shipment / Booking number
Quote request reference
Shipment type and status
Customer and sales representative

Layout

Left: Shipment details
Center: Tasks related to the shipment
Right: Route visualization

Core Sections

Contracts

Manage buying and selling contracts
Track expected profit
Support multiple currencies and exchange rates

Accounting

View financial summaries (expected vs actual profit)
Manage invoices, payments, and receipts
Track commissions and margins

Operations

Follow predefined workflows
Update estimated and actual dates
Automatically generate and sync tasks

Documentation

Create and manage:
- MBL (Master Bill of Lading)
- HBL (House Bill of Lading)
- Arrival notices