End-to-end workflow for truck owners and drayage carriers — from pricing setup to automated invoicing and port-ready operations


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Complete Loose Cargo Lifecycle
End-to-end workflow for non-containerized bulk cargo · distinct from Container Management

📋
Quotation
Estimate & win

📄
Sales Order
Confirm & plan

🚛
Jobs
Execute & track

🧾
Invoice
Bill & collect

·
🔍
Site Inspection
Optional · Any stage

Non-containerized cargo only — bulk goods, loose freight, breakbulk shipments

Unlimited trips per Sales Order — split large orders across any number of jobs

Quantity-based weight allocation — no system-enforced weight cap per trip

Per-job or consolidated billing — flexible invoicing at trip or order level

No container tracking — no container/seal numbers or port handling required

Timesheet logging for all vehicle types — trucks, cranes, AWP, gensets

Site inspection optional — attach at Quotation, SO, Job, or Invoice stage

Calendar integration — real-time vehicle availability for job assignment

Loose Cargo Management is purpose-built for bulk/non-containerized logistics — flexible quantity tracking, unlimited trip splitting, and optional site inspection at every stage.

Sales Order & Weight Management
Order status visibility and flexible weight allocation for bulk cargo operations

Sales Order Status

Draft
Created, not yet confirmed

Pending
Awaiting action or approval
Filter

Overdue
Scheduled date has passed
Alert

In Progress
Jobs actively running

Completed
All jobs done, ready to invoice

Filter view surfaces all Scheduled or Overdue orders at a glance — immediately showing pending work.

Weight Allocation
No weight limits
Unlimited trips per Sales Order

🔀
Split into Unlimited Trips
One SO distributed across any number of jobs — each handles a portion of total quantity

📦
Quantity-Based Tracking
Weight tracked per job via quantities — no fixed tonnage caps at system level

🧾
Per-Job or SO-Level Billing
Trip-level granular invoicing or aggregate all jobs into one consolidated invoice

Site Inspection & Calendar Integration
Optional quality checks at any stage · real-time vehicle availability for resource planning


Site Inspection
Optional
1

Quotation
Pre-bid site survey

2

Sales Order
Pre-job site check

3

Job / Trip
During or post-delivery

4

Invoice
Final sign-off & billing

PDF export with company logo · text wrap for long descriptions · supports multiple companies per inspection.

Calendar Integration
🟢
Running / Idle Status
Live vehicle state visible on the planning calendar — no separate lookup needed

🔗
Trailer Linked to Truck
Trailer number shown alongside truck on calendar tiles for fast assignment

👤
Driver & Employee Filter
Filter by driver name or employee in-charge to plan loose cargo assignments

📍
Pickup & Delivery Inline
Locations visible in job popup — no need to open the full job record

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