About LogisticPro

A web app for freight forwarders: one workspace per company for shipments, documents, and the books.

What the application is

LogisticPro is a logistics management dashboard for one company. Users sign in and run daily work from master data, quotations, purchase orders, work orders, fleet, vendors, invoices, cash, and reports. That company’s customers can check a shipment on the public tracking page without signing in.

What it is for

So operations and finance share the same records. A work order is the document for one shipment job. Quotations, customer purchase orders, invoices, and vendor costs attach to that flow, then post into cash, the chart of accounts, and the reports.

How work moves through the app

1

Set up the company

Company profile, currencies, document number formats, and cash or bank accounts come first. PDF letterheads use the name, brand, slogan, and contact details from settings.
2

Record parties and the catalog

Customers, products or services, fleet, and vendors are the records later documents select from.
3

Create a quotation and a customer PO

A price quotation is stored per customer. A purchase order received from the customer can reference that quotation, then be used when creating a work order.
4

Run the work order

One work order holds the service type, route, cargo, shipper and consignee, and shipment status. Progress is recorded per stage. A tracking number is issued when the status becomes Confirmed.
5

Bill, collect, and record costs

Customer invoices link to the work order. Payments are recorded against a cash or bank account. On the vendor side there are purchase orders and vendor invoices. Operating expenses and tax remittances use the same accounts.
6

Read the reports

Operational and financial reports read the transactions already posted. Every report can be exported to PDF. The journal and the general ledger can also be exported to Excel.

Features in the application

This list follows the dashboard menus and the rules behind each module.

Dashboard

Summary of paid revenue, unpaid receivables, overdue invoices, cash and bank balances, work orders still in progress, and the customer count.
Latest work orders and latest invoices.
A quick-create action for a work order, a customer, or an invoice.

Customers

Customer records: code, name, email, phone, address, tax ID, notes, groups, and contacts.
Active or inactive status, search, and the unpaid invoice balance.
Import customers from Excel and export the filtered list to Excel.

Quotations

A quotation per customer with line items, currency, valid-until date, notes, and terms.
Statuses move forward only: Draft, Approved, then Sent.
Quotation PDF in four layouts: standard, classic, minimal, and premium.
The document number follows the prefix configured for the company.

Customer purchase orders

Records a purchase order received from a customer.
Statuses: Draft, Confirmed, Completed, or Cancelled.
Can reference a quotation and copy that quotation’s line items.
A work order can be linked to this purchase order.

Products and services

A catalog of items selected when creating quotations and invoices.
Each item has a name, description, unit, and default price.

Public tracking

A tracking page on this site. A visitor enters the tracking number without signing in.
The server checks that number, then issues a signed, time-limited token used to read the shipment status.

Service types

Sea Freight FCL (full container load).
Sea Freight LCL (less than container load).
Air Freight.
Land Freight.
Multimodal.

Fleet

Vehicles owned by the company or by a third party. A third-party vehicle can be linked to a vendor.
Vehicle type: two-wheel, four-wheel, or other.
License plate, brand, model, year, color, VIN, engine number, fuel, load capacity, and weight.
Registration number and expiry, plus insurance details.
Active or inactive status, and a vehicle photo.

Vendors

Vendor records: contacts, address, and transaction history.
Purchase orders sent to vendors, with status and line items.
Vendor invoices that can be linked to a vendor purchase order, with the invoice file uploaded and payments recorded.
A vendor purchase-order PDF.

Document settings

Number prefixes for customers, quotations, invoices, purchase orders, and work orders.
Number tokens: a four-digit year, the month as a Roman numeral, and a sequence. The sequence restarts each calendar year.
Signatory name and title on quotation, invoice, and vendor purchase-order PDFs.

Work orders

The document for one shipment job: customer, service type, currency, goods, weight, volume, package count, marks, port of loading and discharge, ETD and ETA.
Transport details for the mode: vessel name and voyage, flight number, shipping line, container and seal numbers, MAWB, HAWB, and bill of lading.
Shipper and consignee, plus the incoterm.
Twelve statuses: Draft, Confirmed, Pickup Scheduled, Picked Up, In Warehouse, Customs In Progress, Customs Cleared, In Transit, Out for Delivery, Delivered, Completed, and Cancelled. Transitions are restricted. From In Warehouse, a shipment can go through customs or straight to In Transit.
A tracking number in the form LPYYMMNNNNNN is created when the work order is confirmed.
Progress events: General, Pickup, Warehouse, Customs, Transit, Delivery, and Proof of Delivery. An event stores the time and can include a photo.
Image or PDF attachments on the work order. Attachments can be merged into one PDF.
A receipt PDF. When the public tracking address is configured, the receipt includes a QR code to the tracking page.
A delivery-note PDF.

Finance

Customer invoices of type invoice or proforma, linked to a work order. Stored statuses: Draft, Awaiting Payment, Partially Paid, Paid, and Cancelled. An issued invoice past its due date is shown as Overdue.
Payments, partial or in full, recorded against a cash or bank account. A payment receipt PDF.
PPh 23 withholding on invoices.
Invoice PDF in four layouts: standard, classic, minimal, and premium. A customer statement PDF as well.
Cash and bank accounts with currency and an opening balance. Account movements are what cash journals post against.
Operating expenses, with an expense PDF.
PPN and PPh tax remittances from cash or bank.
A chart of accounts for assets, liabilities, equity, revenue, costs, and tax.
Several currencies can be enabled. One currency is the default for new transactions.

Reports

Accounts-receivable aging, with no period filter: open balances as of today.
Revenue by period, customer, and transaction.
Expenses by category, account, and transaction.
Business summary: profit and loss, balance sheet, cash flow, and ratios.
Profit and loss, cash flow, and balance sheet.
General ledger: opening balance, movements, and closing balance per account.
Trial balance.
Journal: paired vouchers in date order.
Job costing: revenue compared with direct cost per work order.
Work-order summary: counts by status, service type, and month.
Report periods: this month, last month, this year, last year, or a custom range. Financial reports can be filtered by currency.
Every report can be exported to PDF. The journal and the general ledger can also be exported to Excel.

Users, permissions, and subscription

Users are invited by email, then set their own password from the activation link.
Roles: owner, admin, operator, or viewer. The owner always has every permission.
Permissions per menu: Read, Create, Update, Delete, and Approve.
An account can be deactivated without deleting its data.
In-dashboard notifications, for one user or for every user in the company.
Each company subscribes to one package. The package decides which menus are available, and can limit users, work orders per month, and storage.
Forgot-password and reset-password are available from the dashboard sign-in page.

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