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Bridge LCS Freight Forwarding Software Logo

Operation

Operation module involves the following Sub Modules

Job

Job Module allows you to explore jobs in each and every state. It comprises the following,

  • Pending Jobs
  • Completed Jobs
  • Cancelled Jobs
  • All Jobs
  • Trashed Jobs
Pending Jobs List In Freight Software
Pending Jobs

Pending module has the list of Jobs that are yet to reach the destination.

New Job can be created from the option available at the right corner.

Create New Job In Bridge LCS Software

Go to Operations --> Job --> New Job.

A pop up window will be opened with a list of sub sections.

Default sections available are General, Package, Container, Import.

Remaining Sections are made visible based on the type services selected . i.e if you select Custom Clearance as Service, then the Service column gets activated

Columns that are in frozen states are : Freight, Clearance, Warehousing, Transportation.

Add Details to Create New Job

In the General(*) Column you will have to fill in the basic details like primary customer , secondary customer(if have any ) , salesman and type of service done.

Based on the service selection the frozen column will get activated wherein you can fill the necessary details.

You are Given Three different Category in a radio button to be chosen, they are

  • AOG - Air on Ground Services (in case of Urgent Shipments )
  • ROU
  • DG - Dangerous . This field needs to be selected whenever the container has explosive / things that are dangerous when it comes to contact.
General Detail

Apart from this Shipping and Routing needs to be filled.

The Freight Section has Incoterms which can be selected based on the contract.

Freight Section

The Clearance Section needs to be filled with the documentation details and Lab/Detention Date .

Clearance Section Form

The Warehouse Section needs to be filled, type of storage, period etc..

Warehouse Section Form

The Package Section needs to be filled with the type of Package like Box, Container , Bags etc. along with its measurements .

Operation Job Package Form In Bridge LCS Software

The Container Section needs to be filled with the following details,


  • Type of Container
  • Dimensions
  • Temperature if it carries some sort of drugs or products that needs to be preserved.
  • Shipment Type whether it is dangerous or non dangerous.
  • Weight of the container and remarks if any
  • multiple columns can be added if required by pressing "+" / By giving the count on count field the number of columns will get created
Container Section Form In Freight Broker Software
Note : If you have multiple columns with the same container type / Container / Shipment Type , Enter the respective data on the topmost column along with the number of containers and Click Create. This fills the required data in all of the containers.

Import helps you to upload container data in bulk. If you have a large amount of data to upload you can Import Excel file as a whole.

Import Container Data In Bulk Freight Forwarding Software Solutions

Once the required data are filled you can save the details / Submit and Go to Invoice. If you click(single Click) on the Job, you will get the details of shipper, Consignee and status of the container.

The type of service selected can be viewed below the Job No indicated by an image.

Flow Chart
Flow Chart For Customer Operation IN Bridge LCS
Actions Performed

Statement - you will be redirected to the Job Statement respective to the job selected where you can view the required details .

Book Income - You can directly Book Income from here and you will be notified about the number of times you have done the same .

Actions Performed In Operation Bridge LCS

Status - This is one of the most useful features which helps you to send the status of the job every now and then to the customers.

Required Service needs to be selected along with the status and the content that you wish to send.

You will also be getting the list of Status submitted and the same can be viewed in a graphical form with the option available on the list section.

Operation Status In Shipping Logistics Software

Upload - Documents can be uploaded for future reference. Admins can upload the documents in a secured way which cannot be accessed by other users.

Secondary Users will not be provided the secure option while uploading the document i.e Documents uploaded by secondary users is accessible to everyone.

Upload Job Document In Bridge LCS Clearing And Forwarding Software

HS Tariff - A pop up window will be opened wherein you can fill the required details.

HS Tariff In Bridge LCS Online Logistics Software

Email - Email Can be sent to the respective customers with the current status. The documents that are being uploaded in the unsecure file can be attached to the email by selecting

Email To The Respective Customers

"Include Job Files" given below the comment box.

Include Job Files

Delivery Note - Delivery Note can be viewed

Replicate - Similar Jobs can be replicated with different bill numbers.

Complete - Pending Job can be converted to completed once the shipment reaches destination.

Cancel

Delivery Note, Replicate and Complete

Cancel

Edit

Delete

View

Action Performed In Bridge LCS Logistics Tracking Software
NOTE : You can switch to Job page from any module using Ctrl + Alt + J
Completed Jobs

Completed module has the list of Jobs that are paid and completed.

Single Clicking on the column gives you the status of the Container.

Searching can be done column wise i.e Data can be searched based on individual fields.

Actions Performed
  • Statement
  • Book Income
  • Status
  • Upload
  • HS Tariff
  • Email
  • Delivery Note
  • Replicate
  • Cancel
  • Edit
  • Delete
  • View
  • Job Revert - Reveting Switches back the completed jobs to Pending Jobs.
Job Revert In Completed Jobs
Cancelled Jobs

Cancelled Section includes the list of jobs that are being cancelled in the pending state.

Actions Performed
  • Statement
  • Replicate
  • Delete
  • Revert
Actions Performed In Cancelled Jobs
All Jobs

All Jobs Section include jobs from all sections.

All Jobs List In Operation
Trashed Jobs

Trashed Jobs has a list of deleted jobs which can be retrieved using Job Revert Action.

Trashed Jobs Has A List Of Deleted Jobs
Advanced Features

Double Clicking on the Job No / Row No enables Memo.

Advanced Features In Operation

Double Clicking on the column enables the view of details / invoice .

Enables The View Of Details

Search, Print, Copy, Export and Module Refresh is available on the right corner of the page.

Search, Print, Copy, Export and Refresh The Module

Job which has final Invoices are indicated by blue dot and Job which has supplier Invoice is indicated by Orange Invoice.

Job which has final Invoices are indicated by blue dot and Job which has supplier Invoice is indicated by Orange Invoice.

Filters can be activated and deactivated by clicking on the “ filter “ available in the right corner.

Filters Available In Customs Clearance Software

Services Involved in each job is represented with a logo/image along with the Job No.

Services Involved in each job

Hovering over the Job No gives you the status of the job.

Status of the Job in Online Freight Forwarding Software

It displays four symbols indicating Completed, Invoiced, Funds Collected and Income Booked. Highlighted Symbol indicates the Completion of the task.

Completion of the task

Search can be made possible column wise through the feature given on the top section.

feature given on the top section in International Logistics Software

Logo / Image next to Job No indicates whether the job is being exported or imported. Important Jobs can be prioritized by making it as favourite. (Click on the heart symbol present behind the Job no / name.

Job is being exported or imported In Bridge LCS

Additional Columns can be added by doing the following

Go to Actions --> Columns --> Job Settings --> required columns can be added.

Actions In Colomn And Export
Job Statement

Here the user can view the financial details of jobs.

Job Statement can be filtered based upon the following

  • Date
  • Customer
  • Job No
  • Voucher Type
  • Credit / Debit can be made visible inorder to include the same along with the default fields.
  • It displays Voucher Type / No , Job , Voucher Date, Account and Reference No with respect to the filter selected.
  • Amount Debited , Credited and Total Amount is displayed on the top section of the page based on the filters applied.
  • Number of Jobs to be listed in a single page can be set on the field next to the search bar.
  • Statements can be printed with the help of Print Option Available next to Search.
Finance Job Statement In Logistics Optimization Software
Job Graph

Job Graph furnishes the graphical representation of Direct Job vs Sales Job on a monthly basis i.e. comparison between the job requested directly by the customer vs Job brought by salesperson.

Graphical Representation of Direct Job vs Sales
Overview

It furnishes the Job details under two different forms.

  • Overview
  • By Job

It works based on the period selected(on Quarterly basis).

Overview

It is divided into five different sections.

First Section depicts a graph where you can track the number of jobs started in a period of 15 days.

Graph represent the number of jobs started in a period

Second Section depicts a bar graph where you can compare the cost of approved Supplier Invoice vs Approved Cost Sheet vs Approved Final Invoice on a monthly basis.

It also shows the number of approved Final Invoices along with the month.

Number of Approved Final Invoices

The Third Section depicts the jobs by location which is sorted in ascending order.

The maximum number of countries displayed is 5.

Jobs Created by Location In Operation

The Fourth Section presents a bar graph where you can analyse the comparison of different services handled.

Bar graph where you can analyse the comparison of different services

Final Section gives you the list of jobs which is sorted based on the following

  • Top Customers
  • Top Suppliers
  • Top Salesman
List of Jobs which is Sorted In Online Logistics Software

Dispatch

Dispatch List In Online Logistics Software

Dispatch can be initiated by the following step

Click on Dispatch --> Customer Name and Dispatch Method (Direct / Courier / Email ) .

Dispatch List

Based on the dispatch method selected you need to fill the following

  • If the dispatch method is Direct then you need to select the Person who is delivering the Invoice to Customer.
  • If the dispatch method is Email then you need to select whether the content to be sent should be bilingual or only in english / delivery note.
  • Select the invoices that need to be dispatched and Click Dispatch Invoices. Also you can print the delivery note / Invoice in english and bilingual invoice.

You can view the dispatch status in Undelivered , Intransit and Delivered sections.

Intransit

It furnishes the list of invoices in motion.

This can be cancelled at any time. Right Click on the column --> Cancel .

Intransit

Double Clicking on the Column gives you a pop up window where you can view the list of Invoices that are in motion and you can mark that as delivered if it has reached the consignee.

List of Invoices that are in motion

If you want to mark multiple invoices to deliver status, Click on the deliver button available on the right corner of the page.

Mark Multiple Invoices to Deliver Status

You can Print the Invoice in three different Forms ,

  • Only Delivery Note
  • Invoice in a single language
  • Invoice in bilingual.
Print the Invoice in Three Forms

List can be sorted with the help of a sort button available next to Invoice No based on the freshness.

Delivered

It lists the invoices that are being delivered to the customer.

This can be cancelled at any time. Double click on the column, you will get an option to cancel which redirects this back to Intransit state.

History

It includes lists from intransit and delivered.

Double Clicking over the column gives a pop up window with the list of invoices which can be printed if required.

Note

Unapproved Final Invoices are indicated in red colour . i.e. Invoice Number is indicated in red colour.

Unapproved Final Invoices are indicated in red colour

Invoice Number is indicated in Green Colour to indicate that the invoice is approved.

Green Colour to indicate that the invoice is approved

The above two cases appear on undelivered, delivered and intransit cases.

As far as the history is concerned , you will get the list which has been delivered and in in-transit invoices. Delivered Invoices are indicated in green color whereas In-transit Invoices are indicated in Orange Colour.

HS / Tariff

HS / Tariff needs be created or linked to the respective commodity by following the below steps,

HS/Tariff needs be created
Step 1
Operation --> HS / Tariff --> New Tariff
Create New Tariff In Bridge LCS Freight Forwarding ERP Software
Step 2
Fill the mandatory details like Job Id, Job Type, Invoice No, Gross Weights and HS Code /etc..
Form For Create New Tariff In Bridge LCS Freight Forwarding ERP Software
Step 3
Select HS / Tariff from the dropdown or create a new Tariff using
Step 4
Go to Masters --> Operational Codes --> HS / Tariff --> New Tariff .
Step 5
Fill HS Code, Duty and description to proceed further.
Step 6
Click Save.

Once it is created , a row will be created with Row No indicated in Red Colour. This colour indicates that the Tariff is not approved.

Actions Performed

Approve - Once the tariff is approved, the row no changes to Green.

Actions Performed In Tariff

View

Delete

Edit

Actions that can be performed after approval
  • Disapprove
  • Print
  • Print Arabic

Invoices

List of Invoices can be viewed on the right corner of the respective job.

The number of invoices available under each section can be identified with the number of dots.

Inorder to create the Invoice, you need to click the dropdown option available.

Number Of Invoices Available In Bridge LCS Freight And Logistics Software

New Invoices can be created from the right corner of the respective job.

New Invoices can be created from the right corner of the respective job.
Proforma Invoice

This section involves the process of asking advance from the customers.

Go to New Invoice and fill the required details to create a new proforma invoice.

Create a new proforma invoice in Bridge LCS International Logistics Software
Actions Performed

Approve - Approving Proforma Invoice will change the colour of Invoice number to green.

Approving Proforma Invoice will change the colour

Double clicking on the column enables the user to view the details.

enables the user to view the details

One can view/ print/ email / download and disapprove the approved document.

Total Sum involved in the job will be displayed on the top section along with the job number, customer name .

Advance Request

The advance request means, requesting the finance department of your company to arrange funds for the supplier.

for creating New advance request go to Operation --> Job--> invoice --> advance request Go to New Invoice and fill the required details to create a new Advance request.

Advance Request In Bridge LCS Cargo Airline Software
Actions Performed

Approve - Approving Advance Request Invoice will change the colour of Invoice number to green.

Approved Advance Request Invoice will change the colour

Double clicking on the column enables the user to view the details.

User Details In Bridg LCS Software

One can view/ print/ disapprove the approved Advance Request document.

view/ print/ disapprove Advance Request document

Total Sum involved in the job will be displayed on the top section along with the job number, customer name .

Job Details
Supplier Invoice

Go to Operation --> Job--> invoice --> Supplier Invoice --> New Invoice --> fill the following details to create an invoice.

Create New Supplier Invoice In Bridge LCS Sea Freight Software
  • Supplier Name (*)
  • Services (*) - List of Services preferred must be selected
  • Invoice Type (*)
  • Normal

    Preliminary Invoice - preliminary Invoices are the pre invoices which are created dummy for reference purpose.

    Credit Note : Offer Provided by Supplier / Amount Refunded by Supplier. While selecting a credit note , make sure to enable No Bill To Customer to give in to your attention .This Creates a Cost Sheet with 0 Revenue automatically which cannot be converted into Final Invoice.

    If No Bill To Customer is not enabled, you need to follow the standard way of creating a cost sheet and Final Invoice.

    Delay Billing : Additional Bill received after the contract expired with the customer. No invoices can be submitted to the customer in this case.

  • Invoice Number (*)
  • Invoice Date and Invoice Received Date (*)
  • Currency Exchange Rate (*)
  • Posting Date (*)
  • Attachments if have any
  • Gross Amount (*)

The mandatory details must be filled to create the supplier Invoice.

Form To Create New Supplier Invoice In Bridge LCS Transport Logistics Software
Flow Chart
supplier-invoice
Actions Performed

Right Click on the column to get the following

  • Approve - Approved Invoices are further converted into Cost Sheet.

    Approved Invoices cannot be edited. Inorder to do so disapprove and make changes.

Flow Chart In Bridge LCS Software
Note : Approval can also be made in bulk through the option provided in the right corner of the page.
  • Disapprove - It appears once the invoice is approved and not prior to that.
  • Replicate
  • Upload
  • View
  • Edit
  • Delete
  • Print - appears once the invoice is approved.
Actions Performed In Supplier Invoice
Cost Sheet

Go to New Invoice --> Select the Customer Name (which is automatically suggested by the system in regards with the job that you are in)

Select the type of Invoice and Posting Date.

Calculate your Income / Profit by filling your revenue column accordingly.

Print The Supplier Invoice
Flow Chart
All Cost Sheet List In Bridge LCS Cargo Management System Software
Note : Make Sure to Select the type as Credit Note while offering a discount to the customer.
Actions Performed
  • Approve - Approved Invoices are eligible to proceed further.

    Approved invoices can not be edited unless we disapprove the same.

  • Edit
  • View
  • Delete
  • Disapprove
  • Print
Supplier Invoice Flow Chart
Final Invoice

Go to New Invoice --> Select the Cost Sheet on which invoice is to be made.

Select the cost sheet(*) , Due Date(*) and Posting Date(*) to proceed.

Note can be given as an optional option to mark any instruction / suggestion.

Double Clicking on the Customer gives you the view of Final Invoice.

Actions Performed In Cost Sheet
Flow Chart
All Final Invoice List In Bridge LCS Cargo Management System Software
Actions Performed

By right clicking on the column you can do the following,

  • Approve
  • Print
  • Print Bilingual - includes english and your local language
  • Customize and Print - Facilitated you the provision to include additional columns if required.
  • Email
  • Download
  • Generate QR Code - Generates Code which can be scanned to get an invoice in your mobile.
  • View
  • Edit
  • Delete
  • Disapprove - One needs to disapprove the approved invoice to perform modification.

The following features are available on the top section which ease the operations carried out.

Final Invoice Flow Chart
Bulk Approve
All the Invoices Present or Selected Invoices can be approved at a single go. You need to select the invoices that need approval followed by Clicking Bulk Approval.
Book Income
Income can be booked in Bulk using this feature. Make Sure the Invoice is approved before Booking the Income.
Dispatch
Invoices can be dispatched to the customer place with the help of this feature . Click on the Dispatch Option → Customer Name and Dispatch Method (Direct / Courier / Email ) .

Based on the dispatch method selected you need to fill the following,

If the dispatch method is Direct then you need to select the Person who is delivering the Invoice to Customer.

If the dispatch method is Email then you need to select whether the content should be bilingual or only in english / delivery note.

Select the invoices that need to be dispatched and Click Dispatch Invoices. Also you can print the delivery note / Invoice in english and bilingual invoice.

You can view the status of Dispatch in Undelivered , Intransit and Delivered.

Mail
Download
Customize Print
You can select additional columns if required.
All List Of Invoice

You can view the list of invoices created in this section regardless of approval.

The changes made here will be reflected in the invoice section attached to the jobs. Both work hand in hand.

Proforma Invoice List

Filters that are available to sort the invoices are,

  • Date
  • Customer
  • Jobs
  • Created by

Multiple filters can be applied at a single time.

Actions Performed
  • Approve (if not approved yet)
  • Disapprove
  • Print
  • Email
  • Download
  • View
  • Edit (works on unapproved invoices )
  • Delete (works on unapproved invoices )
Note : The Filtered data can be printed out using the Print button given next to Search Button. This prints the whole page of data.
Advance Request List

Filters that are available to sort the invoices are,

  • Date
  • Customer
  • Jobs
  • Created by

Multiple filters can be applied at a single time.

Actions Performed
  • Approve (if not approved yet)
  • Disapprove
  • Print
  • Email
  • Download
  • View
  • Edit (works on unapproved invoices )
  • Delete (works on unapproved invoices )
Note : The Filtered data can be printed out using the Print button given next to Search Button. This prints the whole page of data.
Supplier Invoice List

Filters that are available to sort the Supplier invoices are,

  • Date Filter
  • Supplier
  • Customer
  • Jobs
  • Status
  • Created By

Green Row No indicates that the supplier invoice is approved.

Red Row No indicates that the supplier invoice is not approved.

Black Row No indicates that the supplier invoice is converted into a Cost Sheet

Symbol / Logo under the row no indicates the following,

  • Red box symbol indicates that the invoice is unpaid.
  • Invoice with a credit note can also be identified easily .
  • Invoices with documents are indicated with an upload button . By Clicking on the upload
  • button , you can view the list of files uploaded.
  • Deleted Invoices can also be viewed by enabling the option "Include Deleted Invoice" .
  • Bulk Approval can be made through the option available at the right corner of the page.

The Filtered data can be printed out using the Print button given next to Search Button. This prints the whole page of data.

Actions Performed
  • Approve (if not approved yet)
  • Disapprove
  • Print
  • Replicate
  • Upload
  • View
  • Edit (works on unapproved invoices )
  • Delete (works on unapproved invoices )
Cost Sheet List

Filters that are available to sort the Cost Sheet are,

  • Date Filter
  • Supplier
  • Customer
  • Jobs
  • Status
  • Created By

Deleted Invoices can also be viewed by enabling the option "Include Deleted Invoice" .

The Filtered data can be printed out using the Print button given next to Search Button. This prints the whole page of data.

Two types of print option is available here,

  • Normal Invoice : All unapproved invoices can be printed out .
  • Invoice List : All filtered data can be printed out.
Actions Performed
  • Approve (if not approved yet)
  • Disapprove
  • View
  • Edit (works on unapproved invoices )
  • Delete (works on unapproved invoices )
  • Print (works on approved invoices)
Final Invoices List

Filters that are available to sort the Final Invoice are,

  • Date Filter
  • Supplier
  • Customer
  • Jobs
  • Status
  • Created By

Deleted Invoices can also be viewed by enabling the option "Include Deleted Invoice" .

Bulk Approval can be made through the option available at the right corner of the page. Customize Print helps to include additional columns if required. This can be applied on single invoice and multiple invoices.

Actions Performed
  • Approve (if not approved yet)
  • Disapprove (if not paid or income booked yet)
  • View
  • Edit (works on unapproved invoices )
  • Delete (works on unapproved invoices )
  • Print
  • Print Bilingual
  • Download
  • Email
  • Generate QR Code
  • Advanced
Advanced Features in Invoice : (Applicable to all sort of Invoices)
  • Un approved Invoice Row No is Indicated in Red and Approved in Green.
  • Unpaid Invoices are indicated by a red icon below the respective Row No.
  • No of Invoices approved and Unapproved are given in the top Column for quick access.
  • Total Invoice Amount is also given in the top column for quick access.

Filters can be activated and deactivated by clicking on the "filter" available in the right corner.

Search can be made possible column wise through the feature given on the top section. Additional Columns can be added by doing the following ,

Go to Actions --> Columns --> Job Settings --> required columns can be added.

Delivered Invoices are indicated with a Green Arrow Symbol along with the Row Number whereas the Undelivered Invoices are indicted with a White Arrow Symbol. Paid Invoices are Indicated with a Green Box Symbol and Unpaid with Red Box Symbol along with the Row No.