Challenges in Operations Management for Freight Forwarding Companies
Why do Forwarders need Freight Management Solutions (FMS)?
- Work with many parties in logistics supply chain.
- Deal with many information from customers' requirements, booking, pricing with carriers, transportation activities, to documentation...
- Many duplicate and wasting time activities.
- Manage huge number of customers/vendors, hard to scale up.
- Follow up with many activities from many vendors/carriers.
- Company's departments need to communicate each others frequently to update shipments' situation.
An Extensive Solution Tailored for Freight and Logistics Enterprises
With our intelligent integrated system, we offer a one-stop solution that caters to all the needs of freight forwarding businesses, big or small, simple or complex.
- Customer and Sales Employee CRM Management
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Quotation Management
- Pricing Management
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Order (Booking) Management
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Job Management (House B/L, Master B/L)
- Debit Note, Credit Note
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Financial Accounting
- Instant Reports
About Sota FMS
Quotation Management
This feature helps logistics businesses manage supplier relationships efficiently, customize and compare pricing with ease. By streamlining pricing processes and reducing manual effort, it enables strategic purchasing decisions, enhances financial performance, and strengthens competitive advantage.
- Compare selling/buying prices, and preview the order's profitability.
- Send quotations to customers.
- Facilitate internal communication with departments.
- Track the quantity and status of submitted quotations.
Job Management , House B/L, Master B/L
Job
- Seamlessly integrated with other modules (CRM, House/Master B/L) to synchronize data and reduce repetitive tasks.
- Centralized document management by job, including Invoice, Packing List, B/L, C/O, Manifest, etc.
- Support for uploading, viewing directly, or generating document templates from the system.
- Track profit by shipment with clear and controllable access permissions.
House B/L
- Automatically links to each Job and collects complete cargo details such as volume, packages, and consignee information.
- Supports customizable print templates for HBL, HBL Origin, and E-Manifest, with issuance status tracking.
- Manages buying/selling exchange rates and profit for each individual HBL.
- Automatically generates Debit/Credit Notes based on each HBL.
- Flexible HBL search and filtering for easy management.
Master B/L
- Automated system links with Jobs and retrieves data from internal B/L entries.
- Ensures the consistency of the subsequent circuit with the documentation and payment workflow.
- Provides full control over conversion and schedule settings.
- Supports customizable templates to facilitate operations.
Debit Note
- Seamless integration between Jobs and House B/L to automatically generate Debit Notes and accurately track revenue by shipment
- Easy invoice tracking and customer receivables management, with multi-currency and flexible exchange rate support
- Direct integration with the Accounting module for invoice creation and ledger posting within the system
- Supports printing/sending Debit Notes via email and tracking changes through audit logs
Credit Note
- The system integrates Jobs with House/Master B/Ls to automatically generate Credit Notes, ensuring accurate cost control per shipment.
- It offers easy tracking of invoices and complete cost capture, preventing missed expenses.
- Supplier payables are monitored in detail, with full support for multi-currency transactions and exchange rate flexibility.
- Seamless integration with the Accounting module enables direct invoice creation and posting from the Credit Note screen.
Accounting & Finance
- Seamlessly integrates with other modules and supports both automatic and manual accounting options
- Comprehensive management of financial operations: cash accounting, banking, VAT, payroll, and e-invoicing
- Ensures data accuracy, supports automatic reconciliation, and complies with accounting regulations
- Provides standardized financial reports to support effective decision-making for businesses
Instant Reports
- Provide a diverse reporting system.
- Quick and easy access to information.
- Accurately monitor business performance.
- Support making the right and informed decisions for businesses.
Benefits of using SotaFMS module
Automation
Improve your system's automation up to 65% with FMS
Boost your sales
improve your sales to 200%, keep up with your customers relation
Operation
Improve your team's efficiency to a new level
Reduce wasting
Cut off up to 60% wasting time of operation
Fully integrated with other SotaERP Apps
Email Marketing
Effectively create and track email campaigns to quickly reach your potential customers
HRM
Efficiently leveraging resources, enhancing human resource capabilities, fostering employee-company cohesion, and aligning with the organization's common goals.
Invoicing
Turn quotes into professional-looking invoices in one click.
Case study
About SCS
SCS is a freight forwarding company with a global network of agents, providing a comprehensive suite of professional, cost-effective, and efficient logistics solutions.
Issue
- As a logistics company, they handle a large volume of daily operational tasks, including a significant amount of paperwork that requires a significant amount of human resources to process. Therefore, digital transformation is essential to minimize human resources, save time, and reduce operating costs.
- Their current freight management software system is outdated and unable to handle the large volume of data generated by our expanding business. It is also difficult to customize and has an outdated interface.
- Additionally, they lack an end-to-end automation system to automate their business operations.
Solutions
- By implementing the SotaERP system, including the Freight, HRM, and Accounting modules, we have digitized the entire operational process of their business.
- Sota ERP's system is easy to use with a beautiful interface, high processing speed, and a cloud infrastructure that is easy to maintain and operate.
About Melody
Melody Logistics Co., Ltd. is a leading enterprise in Vietnam's logistics sector, boasting 15 years of development in domestic and international freight forwarding and transportation.
Issue
- Inadequate Previous CRM System: Despite prior CRM implementation, the system failed to meet essential feature requirements and could not adequately support the operational workflows inherent to a freight forwarder's business.
- Lack of Specialized CRM Solutions: A dedicated CRM system specifically designed for freight forwarding companies was not available in the market.
- Fragmented Customer Data Management: Significant difficulties arose in managing customer lists due to the absence of crucial operational data fields within the system, such such as cargo volume, port of origin (POL), and port of destination (POD).
Solutions
- Implementation of Sota Solutions' Specialized CRM: Deploying a CRM system specifically tailored for freight forwarding businesses, provided by Sota Solutions.
- User-Friendly System Design: The system offers an intuitive and user-onboarding experience, ensuring ease of use for all personnel.
Experienced in IT industry
Our personnel with over 20 years of experience in IT industry have been providing a wide range of comprehensive IT services, from consulting to implementing meeting the highest level of requirements
Innovative Technology Stack
Eliminate manual paperwork processes. Save operating time. Automatic/Semi-automatic working steps are repetitive in nature according to a rule. Reduce personnel costs. Standards and unification of operating procedures of departments.
Tailored Solutions
At Sota Solutions, we're experts at creating custom solutions just for you. We get your logistics struggles and make sure our solutions fit perfectly, making your work smoother and better.
Transform your business with Sota Solutions
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