Path:- Settings → Companies → My Company → General Information

This feature allows administrators to configure the Google Maps API Key at the company level. Once the API key is added, the system enables Google Maps popup functionality across the Freight CRM, allowing users to visualize pickup locations, delivery points, ports, and routes directly within the application.

Centralizing the API key configuration ensures consistent map access for all freight operations, including Ocean, Air, and Land logistics workflows.

Path :- Settings → Technical → Parameters → System Parameters.

Example:-
Key:-google.maps.api.key
Value:- YOUR_GOOGLE_MAP_API_KEY_HERE

On this screen, administrators can define custom configuration keys and values that are used globally in the system. These parameters are often used by developers to control module behavior without hardcoding values.This API key is used to fetch suggested routes from Google Maps. It enables route optimization, distance calculation, and real-time navigation suggestions within the system

Path:-  Settings → Users & Companies → Users → Administrator → Access Rights

This screen allows system administrators to manage user-level access rights. It controls which features and configurations are visible and accessible to specific users based on their assigned roles and permissions.

Path:-  Fleet → Configuration → Models → Vehicle Model

This feature allows users to configure transport type and load capacity at the vehicle model level. Each vehicle can be classified under a specific Transport Type (such as Land), making it easier to align vehicles with the correct freight mode.

The Capacity field defines the maximum load a vehicle can carry, which helps in planning freight assignments accurately. This configuration ensures that only suitable vehicles are used for land freight operations based on their carrying capacity.

By linking transport type and capacity directly with vehicle models, the system improves fleet planning, operational efficiency, and freight allocation accuracy.

Path:- Freight → Freight Configuration → Ports

This feature allows users to configure ports and freight locations with support for multiple freight modes such as Land, Ocean, and Air. Each port can be enabled for specific transport modes based on operational requirements.

Ports can be defined with country, state, unique code, and geographic coordinates (latitude & longitude), ensuring accurate location identification and seamless integration with map-based features.

By enabling freight mode selection at the port level, the system ensures correct port availability during freight order creation, route planning, and logistics execution.

Path :- Freight → Freight Order → Products

This feature enables users to select and use Freight Products directly within Freight Orders. By marking a product as a Freight Product, it becomes available for freight order creation and pricing, ensuring that only relevant service items are used for freight operations.

Freight products support flexible configuration such as Service, Goods, or Combo, along with pricing, taxes, and invoicing policies. This allows freight charges to be applied accurately during order processing and seamlessly carried forward into sales quotations and invoices.

Path :- Website → Freight Inquiry → Freight Leads

This feature enables direct lead generation from the website by capturing freight enquiry details through the Freight Inquiry form.

When a customer submits the inquiry, the system automatically creates a Freight Lead in the backend without any manual intervention.

This ensures that all website enquiries are instantly available to the operations or sales team for follow-up, quotation, and further freight processing.

Path:- Freight → Freight Leads

his feature enables end-to-end freight lead management by capturing transport, vehicle, product, and routing details directly at the lead level. It ensures that freight enquiries are validated logically before moving forward to quotation or order creation.

Users can select the Transport Type, define Source and Destination locations, and add freight lines with vehicle and product details. The system applies intelligent validations to ensure operational accuracy and prevent incorrect freight planning.

• 🚚 Transport Type Based Vehicle Availability
  Truck / Vehicle selection is enabled only when the vehicle’s transport type matches the selected freight transport type (Land, Air, or Ocean).
• 📦 Freight Product Restriction
  Only products marked as “Freight Product” are allowed to be selected in freight lead lines, ensuring clean and relevant freight pricing.
• ⚖️ Vehicle Capacity Validation
  If the total product weight exceeds the selected vehicle’s capacity, the system raises a validation error, preventing overloading and incorrect assignments.
• 📍 Source & Destination Control
  Freight leads capture source and destination locations upfront, ensuring accurate route planning and quotation calculation.

Path :- Freight → Freight Leads → Won Stage

This feature provides a seamless connection between Freight Leads and Sales Orders. Once a freight lead is marked as Won and a quotation is created, the system displays a Freight Quotation Count button on the lead form.

This button acts as a direct shortcut to the linked Sales Order, allowing users to instantly open and manage the generated quotation without navigating through the Sales module.

The button is context-aware and becomes visible only after the quotation is successfully created, ensuring a clean and user-friendly interface.

Path :-  Freight → Freight Leads → Create Quotation

This feature automates the creation of Sales Quotations and Order Lines directly from approved Freight Leads. When a freight quotation is generated, the system automatically creates a Sales Order with all relevant freight details populated.

Key information such as customer, transport type, source and destination locations, selected vehicle, freight product, quantity, weight, unit price, taxes, and total amount is transferred seamlessly into the quotation and order lines.

Path :-  Freight → Freight Management → Freight Leads → Open Lead → Suggested Routes → Routes Tab

This feature automatically suggests the best possible routes based on the selected Source Location and Destination Location.

When the user clicks on the Suggested Routes button, the system fetches multiple optimized routes using the configured map service (e.g., Google Maps API). Each route is displayed with:

• Full route path (via intermediate locations)
• Total distance (in KM)
• Estimated duration
• Route selection option

Once a route is selected and the user clicks Add in Routes, the system automatically breaks down the selected route into individual segments and adds them into the Routes tab.

In the Routes tab, complete route details are displayed, including:

• Route operation type (Suggested / Manual)
• Source and Destination for each segment
• Transport type
• Date & time
• Day
• Current state of the route (e.g., On The Way)

This allows users to easily track, manage, and visualize the full journey step-by-step from source to destination.

Path :- Website → Track Order

This page allows customers to track their shipment by entering the Order Number.

Users can simply input their order reference and click the Track button to view the real-time shipment progress. This feature provides easy public access to order tracking without requiring login.

⚠️ Important Validation Rule:

Only freight-related orders are supported on this page.

If a user enters any non-freight order number or an invalid reference, the system will display a validation error message and tracking details will not be shown.

Path :-  Freight → Freight Management → Freight Leads → Open Lead → Routes Tab

This backend screen allows internal users to manage and update the shipment route segments. Each route segment can be tracked individually with details like:

• Source and destination of each route leg
• Transport type
• Date & time
• Day
• Current status (On The Way, Done, etc.)

Status updates made here are reflected on the website tracking page, ensuring real-time synchronization between internal operations and customer-facing tracking.

Path :-  Website → Track Order → Enter Order Number → View Tracking Details

This screen displays complete tracking details of the shipment, including:

• Source and Destination locations
• Transport mode
• Shipment Order Number
• Step-by-step route progress visualization
• Current completed and pending route checkpoints
• Timeline-based tracking

It helps customers visually understand where their shipment is currently located and what route stages are completed or pending.

Path :-  Freight → Freight Leads → Routes Tab → Show Route Map

This feature enables users to define and manage transportation routes before visualizing them on an interactive map. Initially, the route must be configured manually by selecting the source location, destination location, transport type, and scheduled date & time under the Routes tab.

Once the route is properly set, clicking on “Show Route Map” opens a Google Map popup view that visually displays the complete route between the selected locations. The map highlights both the origin and destination points, allowing users to clearly understand the delivery path.

🚦 Key Functional Highlights

• 🛣️ Mandatory route setup before map visualization
• 📍 Source & destination plotted automatically on map
• 🗺️ Interactive Google Map popup view
• 🚚 Transport type–based route planning
• ⏱️ Route timing visibility for scheduling accuracy

Path :- Freight → Freight Leads → Sales Order → Services Tab

This feature allows users to add and manage additional service charges directly within a Freight Sales Order. Services such as handling fees, food expenses, loading/unloading, or other operational costs can be added under the Services tab.

The Service smart button at the top becomes visible only when at least one service line is added. This ensures a clean interface and displays relevant information only when applicable. Clicking the service button provides a quick overview of all services linked to the freight order.

Path :- Freight → Freight Leads → Sales Order

This feature enables seamless billing and invoicing directly from the Freight Sales Order. Users can generate customer invoices and vendor bills using dedicated action buttons, ensuring end-to-end financial processing within the same workflow.

When the user clicks on Create Invoice or Bill, the system automatically generates the respective accounting document and dynamically activates the corresponding smart buttons at the top of the screen. These smart buttons provide direct access to all invoices and bills linked to the freight order, improving traceability and navigation.

Path:-Freight → Freight Leads → Sales Order → Print

This feature provides custom-designed PDF reports specifically tailored for freight operations. From the Sales Order print menu, users can generate Freight-specific Quotation / Order reports and Freight Bill Payment Receipts, ensuring that all documents match logistics and transportation business requirements.

This customized report generates a detailed freight quotation or confirmed order document directly from the freight workflow.

It includes complete freight information such as transport type, source & destination, vehicle details, routes, freight products, services, and total cost breakdown.

This report generates a freight-specific bill payment receipt after invoicing.

It clearly displays freight reference, vendor details, bill date, total bill amount, paid amount, and outstanding due, ensuring full payment transparency.

The receipt is designed for financial tracking and audit purposes, making it easy to share with vendors or customers.