Service type is derived
A lane to a terminal is CY; a lane to a zone's doors is SD. It is read from the endpoints and never chosen from a list.
How it works
The quote-to-invoice chain
Five steps, one set of records. Each step starts from what the last one saved.
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Step 1
Set up your network
Add the ports and cities you serve by UN/LOCODE, the terminals at each port, the shipping lines that call there, and the lanes between them.
PlacesTerminalsShipping linesLanes -
Step 2
Quote the customer
Price a lane or a spot move, add container lines and charges, and send it. A quote past its valid-until date is flagged, never silently expired.
DraftSentAcceptedExpired -
Step 3
Book the work
Convert an accepted quote to a booking. Its pending charges move with it, and container numbers are advised as they arrive.
BookedConfirmedCancelled -
Step 4
Run the moves
Dispatch works each container against the booking's lane and terminals, with gate hours and appointment systems on the record.
Per container -
Step 5
Invoice and deliver
By default each completed move bills on its own. Accounting raises the invoice and Communications delivers it.
InvoicedQueuedSent
Rules the app keeps
Details that keep the numbers right
Charges move, they are not copied
Booking a quote re-parents its pending charges and records where they came from, so a retried conversion never doubles a line.
Invoiced lines are locked
Once Accounting invoices a charge, the line belongs to the invoice. Editing the booking cannot change what was billed.
See it on your own lanes
A demo walks through a quote, a booking and an invoice using ports and terminals you work with.