Documentation

Pick a module in the left menu to read its operation guide.

Consolidation

🚢 Ocean Freight

The ocean consolidation module manages consolidation, booking and departure preparation for ocean shipments.

Main operations

  • Consolidation plan: create ocean batches by sailing schedule with cut-off time and destination port;
  • Cargo allocation: assign pending cargo from the cargo center to an ocean batch;
  • Stuffing & departure: record container and seal numbers, then move to departure once stuffing is confirmed.
Tip: an ocean batch maps one-to-one to a port-to-port shipment; after stuffing, the batch is visible in shipment management.
Consolidation

✈️ Air Freight

The air module manages consolidation, space allocation and departure for air shipments.

Main operations

  • Space allocation: assign capacity by flight plan, recording flight number and departure time;
  • Weight & volume check: capacity is calculated on chargeable weight (the greater of actual and volumetric weight);
  • Handover & departure: confirm departure after security handover; cargo status updates automatically.
Note: air freight has stricter packing and declaration requirements. Verify documents before departure to avoid carrier rejection.
Consolidation

🚛 Land Freight

The land module manages consolidation and dispatch for truck, rail and domestic trunk channels.

Main operations

  • Dispatch plan: create a land batch, link vehicle and driver, set departure time;
  • Loading & stowage: stow by volume and weight with real-time loading details;
  • In-transit tracking: update positions by route node for full visibility.
Consolidation

🧾 Waybills

A waybill is the proof of carriage from origin to delivery; cargo from every channel flows through waybills.

Waybill lifecycle

  1. Create waybill: enter shipper, consignee, channel and cargo details; the system generates a unique waybill number;
  2. Print labels: generate and print waybill labels for the outer packaging;
  3. Status flow: pickup → warehousing → consolidation → departure → cross-border → customs → overseas warehousing → ready for pickup → picked up;
  4. Tracking: time and operator of every node are recorded automatically.
Note: the waybill number is the backbone of the system and can be used to search consolidation, customs and pickup records.
Consolidation

📦 Cargo Center

The cargo center is the unified ledger of all cargo, showing live status and ownership of every piece.

Key fields

FieldDescription
Cargo codeUnique system identifier, the basis for scanning
WaybillWaybill the cargo belongs to; one waybill may hold many pieces
WarehouseCurrent warehouse; empty after departure (in transit)
StatusIn stock / in transit / customs cleared / ready for pickup / picked up

Common operations

  • Search by waybill number, cargo code, status or channel;
  • Scan to receive; the waybill is matched and the warehouse updated automatically;
  • Stock counts and variance adjustments with full audit trail.
Consolidation

🧩 Parcel Merge

Merge multiple parcels into one package (bag / pallet / container) to improve cross-border loading efficiency.

Process

  1. Filter parcels of the same channel and destination in the cargo center;
  2. Create a merge order and scan parcels into it one by one;
  3. The system records the cargo list inside the package and issues a package label;
  4. The package then takes part in loading, departure and customs clearance as a unit.
Note: the contents of a package remain viewable. Use "unmerge" to split packages back into individual parcels.
Consolidation

⚠️ Problem Cargo

Register and follow up exceptions found during receiving, merging or departure (damage, missing documents, misrouting, customs hold).

Handling process

  1. Register: scan the cargo and select a problem type (damaged / ownerless / address issue / declaration issue);
  2. Photo evidence: upload on-site photos as the basis for handling;
  3. Follow up: assign an owner and record progress and outcome;
  4. Close: after resolution the cargo returns to the normal flow or is returned to origin.
Advice: review the problem-cargo list daily; items unresolved for 48 hours are flagged in red.
Consolidation

🚚 Loading & Departure

The final step of consolidation: load cargo or packages onto the vehicle, confirm departure, and the cargo moves from "in stock" to "in transit".

Process

  1. Create a departure task linked to the channel batch and transport unit (container / pallet / truck);
  2. Scan-load against the loading list; cargo status is verified in real time;
  3. Confirm departure and generate a departure receipt;
  4. The matching port-to-port shipment enters the cross-border stage automatically.
Port-to-Port

📮 Shipment Management

A shipment is the transport unit from origin port to destination port, managed as one batch with full status visibility.

Shipment status flow

StageDescription
CreatedShipment created, cargo arriving at the warehouse
OperationsWarehousing and customs declaration in progress
In TransitDeparted, on the cross-border leg
ArrivedReached destination port, moving to last mile
ClosedAll cargo picked up, shipment closed

The shipment detail page shows linked waybills, customs documents, routes and cost information.

Port-to-Port

📝 Create Shipment

Steps

  1. Go to "Port-to-Port → Create Shipment" and choose the channel (ocean / air / land);
  2. Enter origin port, destination port and sailing / flight / dispatch plan;
  3. Link a consolidation batch or pick waybills manually;
  4. Fill in declaration data (description, pieces, weight, volume, declared value);
  5. Submit; the system issues a shipment number and starts tracking.
Tip: waybills can be added or removed until departure; after departure the link is locked.
Port-to-Port

🛠️ Operations

Pre-departure operational work for a shipment, currently focused on warehousing and customs declaration.

Warehousing & customs

  • Warehousing: scan-receive at the warehouse; piece count and weight are checked against the waybill with instant variance alerts;
  • Declaration data: consolidate declaration elements per shipment (description, HS code, pieces/weight/volume, currency, total value);
  • Customs status: pending → in progress → released / inspected; exceptions are logged as problem cargo;
  • Document archiving: upload and keep declarations and release notices with the shipment.
Note: a shipment can only be loaded and departed after "warehousing complete + customs released".
Port-to-Port

🗺️ Transport Routes

Configure the cross-border route for a shipment and update progress at each node.

Route configuration

  • Add nodes in order (origin port → transshipment port → destination port);
  • Each node supports estimated (ETA) and actual (ATA) arrival times;
  • Multi-leg routes are supported, with a different carrier per leg.

Node updates

On arrival, confirm the node and the system notifies the operations team. When all nodes are complete the shipment turns "Arrived" and moves to last mile.

Last Mile

🛃 Overseas Customs

After arrival, the overseas broker completes the import declaration.

Main operations

  • Documents: prepare consignee details and import documents (invoice / packing list / bill of lading);
  • Clearance tracking: pending → in progress → released / inspected / held;
  • Exception handling: log problem cargo for inspections or holds, release after documents or duty are settled;
  • Cost entry: record duty, brokerage fees and other destination charges.
Note: customs release is a precondition for overseas warehousing; unreleased cargo cannot be warehoused or picked up.
Last Mile

🏭 Overseas Warehousing

After release, cargo is transferred to the overseas warehouse and put away.

Process

  1. Create an inbound order linked to the shipment / waybills and the destination warehouse;
  2. The overseas warehouse scans to receive; piece variances are checked by the system;
  3. When inbound is complete the status becomes "ready for pickup" and the consignee can be notified;
  4. Inventory is accounted separately from domestic warehouses, with per-warehouse reporting.
Last Mile

🖊️ Pickup Registration

The consignee or an authorized agent must register before collecting cargo at the warehouse.

Required details

  • Collector name, phone number and ID information;
  • Pickup method: self-pickup / authorized agent / delivery;
  • Appointment time and pickup warehouse;
  • The system only allows registration when the waybill is "ready for pickup".
Tip: a pickup code is generated after registration and used to verify identity at collection.
Last Mile

📤 Pickup Management

On-site pickup handling and handover confirmation — the final step of the whole chain.

Process

  1. Verify: check identity by pickup code or ID;
  2. Pick: scan-pick the cargo listed on the pickup order;
  3. Handover: the collector counts and signs; the system confirms the outbound;
  4. Complete: the waybill becomes "picked up"; when every waybill in a shipment is signed, the shipment closes automatically.
StatusMeaning
Ready for pickupIn the overseas warehouse, waiting for collection
PickingAppointment registered, waiting for handover
Picked upHandover complete, waybill closed
Trunk Transport

🆕 Create Transport Task

A transport task centers on "vehicle + route" and is the starting point of trunk operations.

Steps

  1. Open the "Trunk Transport" list and click New Task;
  2. Enter vehicle, driver and business type (land RT / air / ocean);
  3. Select origin and destination warehouses, then set the planned departure time;
  4. Save — the task is created in Draft status.
Draft rules: before any arrival site is added, the task can be edited or deleted freely. Once a site exists, editing and deletion are no longer allowed (regardless of status).
Trunk Transport

📍 Arrival Sites

Add sites to the task in transport order; sites drive loading and unloading as well as progress.

Adding sites

  1. In the task detail click Add Arrival Site and choose the site warehouse;
  2. Add them in actual order (e.g. Guangzhou hub → Zhangmu port warehouse → overseas warehouse);
  3. With the first site added, the task moves from Draft to In Transit automatically.

Current site & locking rules

  • Sites are ordered by creation; the last one is the "current site", the rest are departed;
  • Once a new site is reached, all previous sites lock: no editing, deleting or loading/unloading;
  • Deleting later sites unlocks the earlier ones in order;
  • New sites can be appended at the end at any time.
Why: locking keeps historical records tamper-proof and makes every transport step accountable.
Trunk Transport

📦 Loading & Unloading

Load and unload at the current site; loaded and unloaded totals are summed in real time.

Loading rules

  • Only cargo whose warehouse equals the current loading site can be loaded;
  • After loading, the cargo warehouse is cleared (the cargo is on the vehicle);
  • Cargo already on the vehicle cannot be loaded twice.

Unloading rules

  • Scan-unload on arrival; cargo drops into the warehouse of that site automatically;
  • Partial unloading splits the shipment: child waybills (XXX-1, XXX-2…) are created and put away, while the parent keeps the remaining pieces on board;
  • When everything is unloaded, the parent waybill drops into the site warehouse directly.

Deleting loading records

If the wrong cargo was loaded, delete the record at the current site. The system recalculates ownership from the remaining in-transit quantity: if stock is still in transit the cargo stays on the vehicle, otherwise it falls back to the warehouse of the last unloading site. Locked historical records cannot be changed.

Trunk Transport

✅ Complete Transport

After all cargo is unloaded, run "Complete Transport" to archive the task.

Conditions (all required)

  • At least one arrival site exists;
  • In-transit cargo is zero (everything loaded has been unloaded).
Note: otherwise the system reports "N waybills / M pieces still in transit" — finish unloading first.

After completion

  • The task, sites and loading records become read-only and cannot be re-edited;
  • All data is archived and available for audit at any time.