WEBVTT

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Welcome to CargoFlow In this complete walkthrough we will follow

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freight from the first customer request through shipment execution delivery

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billing and closeout We will also explore CargoFlow Signal the

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AI assistant that helps your team understand priorities and decide

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what to do next CargoFlow brings ocean air and truck

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operations into a connected workspace with import export and domestic

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directions The screens in this tour are from the current

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application Shipment examples are marked as test or demonstration records

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Available modules and actions depend on the workspace your role

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and the connected providers Let us start with how an

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operator finds the right work

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The Command Center is your starting point At the top

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search by File ID master bill air waybill container purchase

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order or customer Use shipment visibility to focus on your

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own work all team work or an operator where your

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role permits it The sidebar groups operations final mile compliance

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workspace tools finance intelligence and system settings The active-file at-risk

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and due-item cards open the corresponding work The priority queue

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helps you identify urgent shipment issues Commercial and booking attention

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highlights planning problems before they become live-file problems Lifecycle

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by desk shows where ownership sits The Morning Brief and

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change summaries depend on your shipment scope and eligible work

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so an empty active queue can correctly produce an empty

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brief

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Before quoting open Rates and procurement to understand your buy

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costs CargoFlow supports rate information for ocean and air including

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full-container and less-than-container movements Compare contract spot agent

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and tariff information where configured Review the lane effective dates

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equipment currency transit time free time and additional charges Pricing

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rules help translate the selected buy information into a proposed

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sell price and margin The recommendation is a starting point

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for review Check that the rate applies to the shipment

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date cargo and service before using it When a rate

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is carried into a quote preserve the cost snapshot so

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your team can later compare the accepted estimate with actual

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charges

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The Commercial Pipeline keeps customer requests quotes and pre-shipment work

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together Start with the customer direction mode lane cargo and

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expected dates Build the quote using reviewed charges and buying

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information Follow the quote through its recorded status and customer

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decision Customer acceptance can move the commercial record toward shipment

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creation and billing preparation but acceptance alone does not mean

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freight has moved or money has been collected Review ownership

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documents and readiness before conversion CargoFlow carries the commercial context

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forward so operators can see the agreed service and finance

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can understand the original price Open the associated record instead

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of re-entering the same information in disconnected spreadsheets

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Pre-shipment execution starts before the cargo becomes a live operational

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file Add the purchase orders that belong to the movement

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and assign the relevant supplier Track cargo readiness and the

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required document checklist Multiple purchase orders can travel on one

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shipment while each order keeps its own readiness information A

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supplier portal when enabled lets the supplier update permitted readiness

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details and submit documents without opening your internal shipment workspace

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Submitted documents go through the configured security and internal review

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process Review conversion blockers and decide when the plan is

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ready to become a live shipment The goal is to

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carry the purchase-order and document context forward once with a

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traceable connection between the original plan and the operational file

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The Logistics Directory stores customers providers and facilities for reuse

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Bulk Import stages structured shipment rows Review mappings test or

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live scope duplicates and validation before applying an import

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Bookings connects the commercial plan with the intended movement Review

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the schedule capacity and cutoff requirements Record the proposed booking

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and move it through planning requested and confirmed states as

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evidence becomes available Capacity controls help prevent a confirmed plan

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from exceeding the recorded allocation A confirmed booking can write

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the relevant movement information back to the shipment Keep booking

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confirmation separate from a carrier request that has not been

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acknowledged Direct carrier or agent transmission depends on the configured

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integration and provider response Use the planning view to find

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ownership gaps approaching cutoffs and exceptions early This keeps the

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operation from discovering an unresolved booking only when the cargo

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is already ready to leave

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Select New Shipment to open a file from scratch Choose

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the direction mode and load type then identify the customer

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Add the known origin destination booking bill reference carrier Incoterm

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and cargo description CargoFlow shows an illustrative File ID format

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and assigns the next available number when the file is

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created Add multiple purchase orders and for containerized cargo multiple

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containers Each container has its own equipment pieces weight and

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volume Enter kilograms or pounds and review the corresponding conversion

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The readiness indicator shows what is still missing CargoFlow's basic

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intake allows the file to develop as information arrives workspace

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rules may add requirements Use Generate File ID and Open

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Shipment only when you are ready to create the operational

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record

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Open a shipment to see its identifiers and operational summary

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The workspace organizes overview tracking and milestones delivery broker work

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tasks and alerts documents billing and activity The overview brings

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cargo customer shipper terminal container freight station and final-delivery

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details together The movement chart separates estimated departure and arrival

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from actual departure and arrival Added rail drayage truck container-freight-station

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and transload movements become part of the shipment story Open

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a movement to review its endpoints provider facility date and

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status CargoFlow checks continuity and can point out a missing

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final-mile connection Review a suggestion before saving it The intended

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result is a route that describes every handoff from origin

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through final delivery

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For air freight choose Air during file creation Enter the

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master air waybill using the three-digit airline prefix and eight-digit

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serial format CargoFlow uses its airline directory to help identify

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the carrier and checks the entered reference Add package quantities

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and dimensions in centimeters The interface shows the equivalent inches

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and calculates total volume and volumetric weight In this example

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three packages measuring one hundred twenty by one hundred by

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eighty centimeters produce two point eight eight cubic meters At

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the displayed six-thousand divisor volumetric weight is four hundred eighty

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kilograms With two hundred thirty-one kilograms gross weight the suggested

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chargeable weight is four hundred eighty The carrier's tariff divisor

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and rounding rules remain authoritative Dimensions can also be maintained

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as the file develops

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Select Export when the shipment is leaving the origin country

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CargoFlow exposes export-specific preparation alongside the general movement

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workflow Review the exporter and consignee information commodity details and

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the compliance fields required for the movement Where applicable maintain

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classification value origin license or exemption information and the filing

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reference CargoFlow helps organize and validate the information it does

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not make a government filing accepted simply because fields are

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complete Electronic export and other regulatory transmission depend on an

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enabled properly configured provider and its returned status Keep the

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filing evidence and acceptance reference attached to the file Review

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cutoff timing and the booking before cargo is tendered then

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follow actual movement and delivery in the same shipment workspace

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Tracking gives the team a view of movement evidence schedule

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changes and operational risk Open a shipment or container to

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review the latest recorded status and source CargoFlow distinguishes estimated

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dates from actual events and surfaces freshness information so an

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old update is not mistaken for a current one Review

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changes in estimated arrival last free day holds and upcoming

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deadlines Container views help operators work with each equipment unit

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while staying connected to the parent shipment External carrier coverage

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depends on provider configuration and successful responses a supported workflow

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does not guarantee every carrier is connected Use alerts and

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the shipment timeline to understand what changed identify who owns

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the next action and verify the operational evidence before updating

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the file

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For less-than-container cargo Consols and Groupage connects a shared master

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movement with its house shipments Create or open the consol

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review the master reference and route and attach the appropriate

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houses Each house remains a distinct operational record while participating

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in the shared movement Use destination deconsolidation information to understand

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the handoff to the container freight station and the next

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delivery step Shared charges can be allocated for review rather

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than silently copied as unrelated costs Inspect the allocation method

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and amounts before posting them to billing Attachment detachment and

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history help explain how the master and houses have changed

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This gives the team one view of the grouped movement

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and a controlled view of each customer's individual freight

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The Documents section keeps the checklist and secure vault connected

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to the shipment Review each required item as pending missing

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received or not required using the appropriate evidence Drag supported

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files or email correspondence onto the shipment or use Browse

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Files Uploads remain subject to size limits security checks and

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access controls Smart Paste and assisted intake help turn supplied

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text or documents into proposed shipment information Review extracted names

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references dates quantities and units before saving House bill generation

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can reuse the shipment's parties and cargo information Inspect the

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document preview and correct any incomplete details before releasing the

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bill A generated house bill is still a document requiring

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operator review it does not independently prove that the goods

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were received or the movement completed

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Tasks and Alerts turns missing information and exceptions into work

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the team can act on Open the relevant shipment identify

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the task review its due date and owner and update

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the status when the underlying work is actually done Approvals

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add a review step where the workspace requires one Use

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File Notes for operational context and shipment conversations for communication

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attached to the file Keep the intended audience clear internal

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discussion and customer-visible conversation are different channels Handoffs

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connect the next desk or operator with the remaining work

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The activity trail records changes so the team can understand

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who changed the file and when This reduces the need

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to reconstruct a shipment's history from scattered messages after a

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problem appears

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The Broker workspace brings customs preparation and release evidence into

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the shipment context Review the broker entry information document packet

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and outstanding requirements before handing the file over Import security

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filing and other applicable compliance work should be tracked against

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the correct shipment and deadline CargoFlow separates customs status carrier

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release and operational delivery readiness one completed item does not

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replace the others The regulatory and rate-authority tools help organize

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applicable authority filing and provider status Live filing requires the

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configured provider and an acknowledged response Use Broker Handoff to

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identify missing documents record the handoff and follow returned evidence

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The operator still verifies that the release information is valid

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for the cargo before authorizing the next physical step

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Delivery and Final Mile connects cargo availability with the practical

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pickup and delivery plan Review the terminal or container freight

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station carrier pickup requirements appointment destination and delivery contact

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Confirm customs and carrier release and any other applicable operational

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gates before dispatch Keep last-free-day exposure storage and equipment timing

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visible while coordinating the move Record the actual pickup and

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delivery evidence when it becomes available Proof of delivery belongs

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on the shipment rather than in an unrelated folder Where

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equipment is involved follow the empty-return or interchange work through

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its own completion A scheduled appointment is a plan it

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is not proof that delivery occurred Use the recorded milestones

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and documents to support the final status

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Billing brings customer charges vendor costs and readiness into the

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same operational file Review the accepted quote then enter or

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confirm actual charges and expenses Compare estimated and actual amounts

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so the team can explain a change instead of losing

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the original commercial agreement The workspace shows sell cost and

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margin information according to role permissions Check invoice readiness and

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the relevant supporting documents before posting Corrections and reversals should

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retain their connection to the original transaction Accounting export and

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QuickBooks workflows depend on mapping configuration and successful reconciliation

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A prepared export is different from a posted accounting transaction

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Review the queue and returned status then confirm that the

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finance outcome matches the shipment's billing record

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Customer access is designed around the information that customer should

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see When enabled a customer can review shared shipments permitted

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milestones approved documents and the relevant conversation channel Customer

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self-service can include shipment creation pre-shipment requests reserved file

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numbering and quote decisions under the workspace's rules Internal buying

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costs margins notes staff tasks and ownership details remain governed

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by role and scope Customer and supplier uploads do not

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become trusted operational documents simply because they were submitted they

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require the configured review process Supplier and carrier portals provide

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narrower workflows for their permitted records Administrators manage access and

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invitations so the portal follows the correct customer supplier or

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carrier relationship

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Analytics helps the team understand the operation beyond a single

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file Review workload shipment status exceptions and the other measures

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available to your role Reports turns operational information into a

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view that can be shared or exported for the intended

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audience Choose the scope and filters before interpreting a total

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Customer reporting can use approved shipment visibility and configured schedules

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with a Send Now workflow where available A report should

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explain the records included and the period it covers Historical

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files remain useful for reviewing completed work and audit evidence

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Use these views to identify recurring delays uneven workload or

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missing closeout information then return to the underlying shipment to

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investigate rather than treating a dashboard number as the complete

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story

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Select the CargoFlow assistant button to open Signal Ask a

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practical question such as what should I work on next

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which shipments need attention or what is blocking this file

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Signal uses the operational context available within your access scope

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to explain priorities and guide you to relevant records The

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current build can compare stored priority history where a meaningful

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earlier snapshot exists so a claimed priority change can be

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tied to recorded factors Read the evidence and the next-action

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explanation Open the suggested shipment to inspect the source information

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AI assistance does not turn an estimate into a confirmed

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event Operational changes and external actions remain subject to the

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interface's review and confirmation steps Signal is most useful when

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the shipment data is current and complete

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Closeout is the final review not simply a button to

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hide the shipment Verify the applicable delivery evidence required documents

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outstanding tasks release information and billing state Complete the file

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when the operational work is genuinely finished Completed Files preserves

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the record for search review and history with a controlled

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reopen action when follow-up is needed The complete CargoFlow rhythm

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is prepare the commercial request review buying and pricing confirm

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readiness and booking create the live file follow the movement

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and exceptions coordinate release and delivery reconcile billing and close

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with evidence Signal supports that rhythm by helping the team

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understand priorities and the next step Visit CargoFlow to arrange

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a demonstration using the modules and provider connections that fit

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your operation