• Client needs to fill in the details of the shipment i.e.

mode, weight approx, date, INCO terms

Query • Access: Sales POC and Client

• Sales POC Forwardsthe quote to the respective forwarder

Quote • Access: Forwarder and Sales POC
Request

• Forwarder quotes on the window

Quote • Access: Forwarder and Sales POC
Received

• Sales POC quotes the same to the client

Quote Sent • Access: Sales POC and Client
for Approval

• If client is unhappy quote can be resubmitted after negotitaion

Negotiation • Access: Sales POC and Client

• Client approves the quote and uploads the Invoice and Packing
List(Export) or Details of Shipper (Import)
Client
Approval • Access: Sales POC and Client

• Approval is sent to forwarder and Invoice/Packing list or details of

shipper are forwarded
Approval
to FF • Access: Forwarder and Sales POC

• Forwarder creates a booking for the shipment as per the INCO terms
• Access: Forwarder and Ops POC
Booking

• As per INCO Terms if pickup required, details of the truck is uploaded

• Access: Forwarder and Ops POC and Forwarders Agent
Pickup

• Forwarder uploads the AWB and Checklist to be approved from the

Client
AWB/Check
list received
• Access: Forwarder and Ops POC
from FF
 • Ops passes on the same to client for Approval and is sent back to the
forwarder. If edit required the above step needs to be repeated
Approval
from Client • Access: Client and Ops POC

• Shipment is sent for Customs clearances

Customs • Access: Forwarder and Ops POC
Clearance

• Forwadrer adds the details of the vessel/Airline and time and date as per
planned
Planned
Departure • Access: Forwarder and Ops POC

• The Time, Date, Vessel/Airline Date needs to be added in which the

shipment is departed incase different from planned Departure
Actual
Departure • Access: Forwarder and Ops POC

• Shipment Arrives at Terminal

Arrival • Access: Forwarder and Ops POC

• Shipment is sent for Customs Clearance

Customs • Access: Forwarder and Ops POC
Clearance

• Shipment is loaded for warehouse if required

Loaded for • Access: Forwarder, Forwarder's Agent and Ops POC
Warehouse

• Shipment is Out for Delievry from Terminal

Out For • Access: Forwarder, Forwarder's Agent and Ops POC
Delivery

• Goods are Delivered and POD is uploaded. Invoice is generated to the

Customer
Delivered • Access: Forwarder, Forwarder's Agent, Client, Ops POC
Benefits
Cost
 Collaboration with Freight Forwarders to get Tier 1 rates/Cost price and
we share the profits. This would increase our quantities that we ship
 Dealing with Airlines/Shipping lines directly and offering them regular
shipments for Volume Cargo & Dense Cargo in case of Air and LCL for
Ocean
Transparency
 Live tracking of all the shipments of the client
 Auto Generated Reports and Detailed Dashboards to manage and plan
the shipments accordingly
Ease
 Handling the documentation and representing the client at all the
stages. Client need not face different agents at different process.
 We Provide 1 invoice as per the final Billing
Employee Performance
 With the software it would be easier to track the performance of the
sales team as to number of queries received compared to converted and
lost
 Also we can track the Ops team’s responsiveness
Forwarder’s Performance
 We can analyse the rates, service, transit days fulfilled by a specific
forwarder for the particular Trade Route
 After we start dealing directly with the airline we can judge which airline
and shipping line has been offering the best rates and services for that
particular trade route