Access the list of all registered companies in the system.

View the current status of each company (Active, Inactive, or Suspended).

Enable, disable, or suspend company accounts as required.

Review audit logs and activity history for each company.

Continuously monitor company activity and make updates when necessary.

Set up SMTP details for system email delivery and notifications.

Configure system branding such as logo, theme, and company name.

Select the appropriate timezone for system operations and logs.

Define default notification preferences for system alerts and updates.

Enable or disable maintenance mode using system toggles when required.

Add, update, or manage countries used across the system.

Create and organize states under their respective countries.

Add and maintain cities linked to their corresponding states.

Ensure proper country–state–city hierarchy for accurate location mapping.

Use the configured geographic data across pickup and delivery locations.

Set the default currency and formatting for the selected country.

Define international phone codes used for contact numbers.

Configure regional compliance parameters and regulatory requirements.

Verify all country-specific settings before saving changes.

Apply the configured settings across all system modules.

Monitor the overall health and operational status of the company.

Check the total number of active and registered users in the system.

Track revenue performance and financial summaries.

Review system alerts, warnings, and important notifications.

Respond to alerts and make informed decisions based on system insights.

Start the process by selecting the Add Lead option.

Fill in lead information such as name, contact details, and source.

Assign the lead to a sales representative or team.

Verify all entered details before saving the lead.

Submit the form to create a new lead in the system.

Download the standard template to prepare lead data in the required format.

Fill in the lead details correctly in the downloaded template.

Upload the edited template file to the system.

The system validates the uploaded data for errors or missing fields.

Successfully validated leads are added to the system.

Access all leads that require follow-up actions.

Newly created or bulk uploaded leads will be listed here.

Set follow-up dates, times, and reminders for each lead.

Track progress by updating lead status after each follow-up.

Review follow-up history and notes for better lead management.

Access all follow-ups that were not completed on the scheduled date.

Review leads with missed follow-up dates.

Create a new follow-up date to ensure timely action.

Mark follow-ups as completed or rescheduled after action.

Monitor missed follow-ups to improve response efficiency.

Go to the Followup Leads section to view all leads requiring action.

Identify the lead you want to create a quotation for.

Click on the Action button for the selected lead.

Choose the Add to Quotation option to create a quotation for the lead.

Verify all details and save the quotation in the system.

Access the Customer section to see all registered customers.

Customers that have been recently added will appear in this list.

Check customer information such as name, contact details, and account status.

Edit, update, or deactivate customer accounts as required.

Track customer interactions, purchases, and service usage for better engagement.

Admin shares a direct signup link with the customer.

Customer signs up directly using the shared link.

Admin can review the information provided during registration.

Enable the customer account if all details are correct

Newly registered direct customers will appear in the Customer section.

Navigate to the Quotation section in the system.

Select the option to create a new quotation directly.

Fill in customer information, product or service details, pricing, and terms.

Verify all entered details before finalizing the quotation.

Submit the quotation and optionally send it to the customer via email or system notifications.

Navigate to the Quotation section to view all created quotations.

Check all quotations created either directly or from leads.

View customer information, quotation items, pricing, and status.

Edit, approve, send, or delete quotations as required.

Track pending, approved, or sent quotations for follow-up actions.

Navigate to the Approved Quotations section to view all approved quotations.

Check whether the quotation is approved by the customer, the admin, or both.

View all details including customer information, quotation items, pricing, and terms.

Print, download, or send the approved quotation as needed.

Monitor the history of approvals for auditing and follow-up purposes.

Navigate to the RFQ (Request for Quotation) section to view all customer-submitted requests.

Review RFQs created by customers, including their details and requirements.

Check requested products/services, quantity, specifications, and customer information.

Prepare a quotation, respond to the customer, or mark the RFQ as processed.

Track pending, responded, or closed RFQs for follow-up and reporting purposes.

Navigate to the LoadBoard section to view all loads created from approved quotations.

Review quotations that have been successfully converted into load board entries.

Check customer information, load specifications, pricing, and assigned resources.

Edit, assign, or update load board entries as required for operations.

Track pending, active, or completed loads for operational follow-up and reporting.

Navigate to the Carrier Bids section to view all bids submitted on loadboards by carriers.

Review bids placed by different carriers for specific loadboard entries.

Check bid amount, carrier information, proposed timelines, and terms.

Approve, reject, or negotiate bids with carriers based on operational requirements.

Monitor approved, pending, or rejected bids for reporting and follow-up actions.

Approved bids on loadboards will be available here.

Navigate to view all bids accepted by the admin or customer.

Check which bids have been approved for each loadboard entry.

View carrier information, bid amount, timelines, and terms.

Assign loads or communicate with the carrier based on the approved bid.

Track all approved bids for follow-up and reporting.

Create an order from an approved quotation or directly.

Navigate to the Orders section in the system.

Choose whether to create the order from an approved quotation or create directly.

Fill in customer, product/service, quantity, and pricing information.

Verify all order details before saving.

Submit the order to add it to the system and notify relevant teams.

All created orders, from approved quotations or direct creation, will be shown here.

Navigate to the Orders section to view all orders in the system.

Check orders created from approved quotations or directly by admin.

View customer info, products/services, quantities, pricing, and order status.

Edit, cancel, or update orders as required for operations.

Track pending, in-progress, or completed orders for follow-up and reporting.

Orders that are not yet processed or are awaiting action will be shown here.

Navigate to the Pending Orders section in the system.

Check all orders that are awaiting processing or approval.

View customer info, products/services, quantities, and pricing for each pending order.

Process, approve, or update the order as required.

Track pending orders until they are completed or moved to the active workflow.

All dispatched orders and loads will be shown here for tracking and management.

Navigate to the Dispatch List section in the system.

Review all orders or loads that have been dispatched to carriers.

Check customer info, load details, carrier assigned, and dispatch date/time.

Update status, reassign carriers, or add notes for dispatched loads.

Track the progress of all dispatched orders for operational follow-up and reporting.

Track and monitor the real-time status of orders, loads, or deliveries.

Navigate to the Tracing section in the system to begin tracking.

Enter order ID, load ID, or customer details to locate the specific shipment.

Check current location, progress, and delivery status of the order or load.

Add notes or updates to reflect any changes or exceptions during transit.

Continuously monitor the status and generate reports for operational analysis.

Orders that have been successfully delivered to customers will be shown here.

Navigate to the Delivered Orders section in the system.

Review all orders that have been completed and delivered to customers.

Check customer info, delivery date/time, carrier details, and items delivered.

Download invoices, generate reports, or provide feedback for completed deliveries.

Orders that have been cancelled by admin, customer, or system will be shown here.

Navigate to the Cancelled Orders section in the system.

Review all orders that have been cancelled and are no longer active.

Check who cancelled the order, the reason for cancellation, and order details.

Optionally notify stakeholders, refund, or reassign cancelled orders.

Track all cancelled orders for reporting, auditing, and operational insights.

Orders with claims, disputes, or issues reported by customers or carriers will be shown here.

Navigate to the Claim / Disputed Orders section in the system.

Review all orders that have claims or disputes raised by customers or carriers.

Check the order, reason for claim/dispute, reported issues, and related documents.

Investigate, resolve, approve refund, or escalate issues as per company policy.

Monitor the status of each claim or dispute until it is fully resolved.

Track historical rates applied to orders, loads, or services over time.

Navigate to the Rate History section in the system to review past rates.

Check all rates applied for specific orders, customers, or carriers over time.

View rate amounts, effective dates, applicable customers, and services.

Compare previous rates to current rates for analysis and decision-making.

Generate reports or export rate history for auditing or operational insights.

Manage and track all carrier invoices with different statuses for Accounts Payable.

Track orders for which carrier invoices have not yet been received.

View invoices that have been received from carriers and are pending processing.

Review invoices that have been fully paid to carriers.

Monitor the number of days left to pay received invoices to ensure timely payment.

Manage invoices that have discrepancies or disputes raised with carriers.

Manage and track all customer invoices with different statuses for Accounts Receivable.

Invoices that are prepared but not yet sent to customers.

View invoices that have been sent and are awaiting customer payment.

Review payments received from customers and reconcile with invoices.

Monitor overdue invoices and track aging for timely follow-up.

Manage invoices with disputes or discrepancies reported by customers.

Name or title of the expense recorded.

Type or classification of the expense (e.g., logistics, office, operational).

The monetary value of the expense.

The user or staff member who recorded the expense.

Additional details or remarks related to the expense.

Attachment or proof of the expense, like bills or invoices.

Available actions for the expense entry, such as edit, delete, approve, or view.

Record a new expense made to a vendor for services or goods provided.

Navigate to the Vendor Expenses section in the system.

Select the option to create a new vendor expense entry.

Fill in vendor name, expense type, invoice number, and any supporting documents.

Specify the expense amount and the date it was incurred.

Include any remarks or additional details about the expense.

Submit the entry to record it in the system for accounting and reporting purposes.

View all recorded vendor expenses, including pending, approved, and processed entries.

Navigate to the Vendor Expenses section to view all entries in the system.

Check which expenses are pending approval, approved, or processed for accounting.

View vendor name, expense type, invoice number, amount, date, and supporting documents.

Edit, approve, reject, or delete vendor expense entries as required.

Track trends, generate reports, and ensure proper vendor expense accounting.

Create a new user account with access to the system and assign roles/permissions.

Navigate to the Users section in the system.

Select the option to create a new user account.

Fill in name, email, phone number, username, and password for the new user.

Select the appropriate role and permissions based on the user’s responsibilities.

Verify all entered details for accuracy before creating the account.

Submit the form to create the new user and notify them if required.

View all registered users, their roles, status, and available actions in the system.

Navigate to the Users section to view all registered users.

Check user name, email, phone number, role, and status (Active / Inactive).

Confirm the assigned role and access rights for each user.

Edit user details, reset passwords, deactivate, or delete accounts as required.

Track login activity, recent actions, and ensure proper role compliance.

View all defined roles in the system along with associated permissions and actions.

Navigate to the Roles section to view all system roles.

Check the role name, description, and the type of access assigned.

Confirm what modules and actions each role can access in the system.

Edit role details, update permissions, or delete roles if necessary.

Track which users are assigned to each role for proper access management.

Manage and track commissions assigned to users for orders, leads, or other transactions.

Navigate to the User Commission section in the system.

Check all users and their assigned commission rates or earned commissions.

Assign new commission rates or update existing ones for specific users or roles.

Confirm commission percentage, applicable transactions, and effective dates.

Save the changes and monitor commissions earned by users for reporting and payroll.

Track and monitor user activity, including login/logout times, IP address, and device information.

Navigate to the User Logs section from the admin dashboard or system menu.

Observe all users’ login and logout activity with details like User Name, Login Time, Logout Time, IP, and Agent.

Use filters to locate specific entries by date, user, IP address, or device type.

Identify unusual logins, track user activity, and verify compliance with system usage policies.

Export logs to Excel, CSV, or PDF for auditing, reporting, or further analysis.

Generate and monitor operational and financial performance reports for better decision-making.

Navigate to the Reports section in the system to view available report categories.

Choose the report type: Operational (Orders, Dispatch, Leads) or Financial (Revenue, Expenses, Commissions).

Apply date ranges, specific users, customers, vendors, or other relevant filters to customize the report.

Click “Generate” to create the report with applied filters and parameters.

Examine the report data to identify trends, performance metrics, or financial insights.

Export the report to Excel, PDF, or print for management, auditing, or record-keeping purposes.

Customers can view all quotations shared by the company and download PDF copies. Approval or rejection is not available from the portal.

Enter your credentials to access the Customer Portal dashboard.

From the sidebar menu, select “Quotation List” to view all quotations available to you.

Check quotation number, issue date, items/services, total amount, and validity period.

- View quotation details in the portal. - Download the quotation as a PDF for reference or record-keeping. Note: Approve or Reject options are not available here.

Monitor quotation status (Pending, Approved by company) and check any updates or messages from the company.

Customers can create a Request for Quotation (RFQ) to request prices or proposals for products/services from the company.

Enter your credentials to access the Customer Portal dashboard.

From the sidebar menu, select “Create RFQ” or “RFQ” to initiate a new request.

Enter required information such as item description, quantity, specifications, delivery location, and any special notes.

Upload files like product images, specification sheets, or documents to clarify your request.

Verify all entered details carefully before submitting the RFQ to the company.

Click “Submit” to send the RFQ. You can track the status of your RFQ in the “RFQ List” section.

Customers can view all submitted RFQs, check their details, and track status updates from the company.

From the sidebar menu, select “RFQ List” to view all submitted RFQs.

Check RFQ number, submission date, requested items/services, quantities, and attached documents.

Monitor the status of each RFQ: Pending, Quotation Provided, or Rejected.

If a quotation has been provided for your RFQ, view details and download the quotation PDF if available.

Use filters or search options to locate specific RFQs by date, item, or status.

Customers can view all quotations approved by the company, download PDF copies, and track details for reference or order placement.

From the sidebar menu, select “Approved Quotations” to see all quotations approved by the company.

Check quotation number, approval date, items/services, total amount, and validity period.

Open the quotation to see detailed breakdown of items, pricing, and terms.

Download the approved quotation as a PDF for reference, record-keeping, or order placement.

Monitor whether the quotation has been acted upon (e.g., order placed) and check for any updates or messages from the company.

Customers can view all placed orders, check order details, track status, and download order confirmations if available.

From the sidebar menu, select “Orders List” to view all orders placed by you.

Check order number, placement date, items/services, quantities, total amount, and delivery details.

Monitor the status of each order: Pending, Dispatched, In Transit, or Delivered.

Download PDF confirmations or invoices related to your orders for record-keeping.

Review any updates, notifications, or messages from the company regarding your orders.

Customers can view all orders that have been dispatched, check delivery details, and track shipment progress.

From the sidebar menu, select “Dispatched Orders” to view all orders that have left the warehouse or dispatch center.

Check order number, dispatch date, items/services, quantities, carrier, and tracking number.

Use the provided tracking number or carrier details to monitor the shipment’s progress.

Download shipping labels, dispatch notes, or invoices for your records if available.

Review any updates or messages from the company regarding your dispatched orders.

Customers can view all orders for which payment has been completed, download invoices, and check payment details.

From the sidebar menu, select “Paid Orders” to view all orders with completed payments.

Check order number, payment date, items/services, total amount paid, and payment method.

Download the invoice or receipt for your records or accounting purposes.

If the order is already dispatched or delivered, you can track its status from the dispatch/delivery details.

Review any updates or messages from the company regarding your paid orders.

Customers can view all orders for which payment has been completed, download invoices, and check payment details.

From the sidebar menu, select “Paid Orders” to view all orders with completed payments.

Check order number, payment date, items/services, total amount paid, and payment method.

Download the invoice or receipt for your records or accounting purposes.

Customers can view all orders for which payment is pending, check order details, and download proforma invoices if available.

From the sidebar menu, select “Unpaid Orders” to view all orders with pending payments.

Check order number, placement date, items/services, total amount due, and payment method.

Download the proforma invoice or payment request for your records or payment processing.

View all available loads, check details, and place bids on loads you want to transport.

From the sidebar menu, select “Load Board” to see all available loads.

Check pickup location, delivery location, cargo type, weight, and delivery date.

Submit your bid by entering your proposed rate and estimated delivery timeline.

Monitor if your bid is pending, approved, or rejected by the company.

View all bids you have submitted on loadboard loads, including their current status and details.

From the sidebar menu, select “All Bids” to see a list of all your submitted bids.

Check bid ID, load details, proposed rate, estimated delivery time, and submission date.

Monitor whether your bid is Pending, Approved, or Rejected by the company.

View all orders assigned to you, check details, track status, and manage delivery updates.

From the sidebar menu, select “Order List” to view all orders assigned to you.

Check order number, pickup and delivery locations, cargo type, quantity, and scheduled dates.

Monitor whether the order is Pending, Dispatched, In Transit, or Delivered.

View all orders that are currently in transit, track their progress, and update delivery status.

From the sidebar menu, select “Orders In Transit” to view all orders currently being transported.

Check order number, pickup and delivery locations, cargo type, quantity, and scheduled delivery date.

Monitor the current location, status updates, and estimated delivery time for each order.

View all orders that have been delivered and payments that have been completed, along with related details.

From the sidebar menu, select “Delivered / Paid Orders” to see all completed and paid orders.

Check order number, delivery date, items/services delivered, and total payment received.

Download invoices, receipts, or delivery confirmations for record-keeping or accounting purposes.

Track all active and in-transit orders, monitor location updates, and check delivery progress.

From the sidebar menu, select “Tracing” to view all active orders assigned to you.

Check order number, pickup and delivery locations, cargo type, and scheduled delivery dates.

Monitor real-time location updates, current status, and estimated time of arrival for each order.

View all drivers associated with your carrier account, including their details, assignments, and status.

From the sidebar menu, select “Driver List” to view all drivers registered under your account.

Check driver name, contact information, license number, assigned vehicles, and current status.

Track which drivers are assigned to specific loads or deliveries and their availability.

Add new drivers to your carrier account by entering their personal and license details, and assign vehicles if required.

From the sidebar menu, select “Add Driver” to open the driver registration form.

Fill in the driver’s name, contact information, license number, and other required details.

Submit the form to add the driver and optionally assign them to a vehicle for deliveries.

View all orders assigned to drivers, track delivery status, and monitor driver assignments.

From the sidebar menu, select “Driver Order List” to see all orders assigned to drivers under your carrier account.

Check order number, assigned driver, pickup and delivery locations, cargo type, and scheduled delivery date.

Monitor whether the orders are Pending, In Transit, or Delivered and review any updates from drivers.

View all orders that have been delivered, verify completion details, and check payment status if applicable.

From the sidebar menu, select “Delivered Order List” to see all orders marked as delivered.

Check order number, delivery date, assigned driver, delivered items, and any remarks or notes.

Review payment status, download invoices, or proof of delivery if available for record-keeping.