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Workflows

Overview

One page per screen, grouped by the part of the business it belongs to. Find the screen you are looking at.

Main Features

The Areas

Area What it covers Screens
Getting Started Where to start, and what to do when something fails 6
Purchase and Inbound Goods arriving: the agreement, the plan, the work, the stock 8
Sales and Outbound Goods leaving: the order, the stock, the paperwork, the cost 5
Transload Finding a load that passes through without returning to a terminal 1
Inventory Where stock sits, and what the reports say 3
Container and Booking Booking, tracking, weighing, moving and delivering a container 9
Billing Charges, invoices, the accounts system, and whether a deal adds up 7
Settings Access, the yard fleet, and provider credentials 3

Notes

  • If you know the screen, go straight to its area. If you know the job but not the screen, use Processes instead.
  • A screen missing from your menu is an access question — see Roles and Access.