Document management
One of the Terra Logistics modules is built for document management, so that documents are available in real time, in the same system, and every user has access to the documents they need. Document management ensures that documents are correctly issued, stored and passed on through the system, and reduces manual work.
The Terra Logistics document management module is built to manage the documents of transport, logistics and forwarding companies related to cargo, orders, vehicles and more.
You can pass documents to drivers through the mobile app, send them to customers straight from the system, or customers can download them from the customer portal themselves. Documents can be of several types depending on what the company uses, but most often they are trip sheets, consignment notes, insurance policies, roadworthiness certificates and so on.
In the transport management system, documents can be attached in various situations, for example to contracts, orders or trips. All uploaded documents are visible to the users who are assigned the related tasks. Documents can be printed or downloaded straight from the system, or forwarded by email.
Every document has its own validity period, so you can follow them when logged in or get email or SMS notifications about document expiry, according to the settings you choose.
Terra Logistics document management is the part of the system that makes sure information is stored properly.
Other modules
1Orders and customers
- Inquiry managementReceiving customer inquiries and turning them into orders
- Order managementA transport order from inquiry to invoice
- Order and trip managementTrip plan, actuals and profitability analysis
- Customer managementCustomer contacts, documents and credit control
- Customer portalCustomers place and track orders themselves
2Planning and journeys
3Terminal and warehouse
4Fleet
5Documents and finance
- Document managementContracts, cargo documents and trip sheets
- Invoice managementInvoices, currencies and a link to accounting
- Analytics and reportingReports in tables and charts, sliced in many ways
- Reminder managementReminders about deadlines and document expiry
- Supplier/partner portalSuppliers upload CMRs and invoices themselves
- IntegrationsAccounting, banking and GPS system integrations
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