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Logistics Process Overview

Introduction​

The logistics process in CargoXplorer TMS encompasses several key steps from initial customer inquiry to final delivery and invoicing. This overview will help you understand the typical workflow and main components involved in managing shipments through the system.

When to Use This Overview​

  • When you're new to CargoXplorer and need to understand the big picture
  • To refresh your knowledge of the end-to-end logistics process
  • When training new team members on the system's workflow

Key Steps in the Logistics Process​

1. Quotation​

The process typically begins with a customer requesting a quote for shipping services.

  • Create a quotation in CargoXplorer with details such as:
    • Shipper and consignee information
    • Commodity details (type, weight, dimensions)
    • Required services (e.g., air freight, ocean freight, customs clearance)
    • Proposed rates and charges

2. Pick Up Orders​

Once the customer accepts the quotation, a pick up order is created to collect the commodities (cargo).

  • Generate a pick up order in the system including:
    • Pick up location and contact details
    • Scheduled date and time
    • List of commodities to be collected
    • Any special handling instructions

3. Warehouse Receipts​

When commodities arrive at your warehouse, create a warehouse receipt to document the received items.

  • Record details such as:
    • Actual quantity and condition of received commodities
    • Any discrepancies from the pick up order
    • Storage location within the warehouse
    • Photos or other supporting documentation

4. Delivery Orders​

As commodities are ready to leave the warehouse for final delivery or to be loaded for shipment, create delivery orders.

  • Include information like:
    • Commodities to be released
    • Destination address
    • Carrier information
    • Required delivery date

5. Invoicing / Liquidation​

The final step involves generating invoices for the services provided and reconciling all associated costs.

  • Create invoices detailing:

    • All services provided (e.g., freight, handling, customs clearance)
    • Associated charges and fees
    • Payment terms

  • Perform liquidation to:

    • Reconcile estimated costs with actual expenses
    • Calculate profit margins
    • Close out the shipment in the system

Best Practices​

  • Ensure all required information is captured accurately at each step
  • Regularly update the status of shipments in CargoXplorer to provide real-time visibility
  • Use standardized templates and processes where possible to maintain consistency
  • Communicate proactively with customers about any changes or updates to their shipments

By following this process in CargoXplorer, you can efficiently manage the entire logistics cycle from initial customer inquiry through to final delivery and billing.