OCEAN FREIGHT / WORKSPACE
Your workspace. Your next task.
Work through your customer, quotation, shipment and finance tasks. Report missing fields or workflow issues from the page where you find them.
01
Sales workspace
Manage enquiries, quotations and customer follow-up.
Tasks / Customers / Quotations / Shipments
02
Operations workspace
Review buy rates, manage shipments and record charges.
Intake / Buy rates / Shipments / Charges
03
Finance workspace
Allocate payments, review FX and reconcile job costs.
AR / AP / Payments / FX / Job costing
04
Administrator workspace
Maintain access, business rules and system connections.
Access / Policies / Connections / System health
Trial entries are saved in this browser. Workspace switching is for staff testing; live account permissions, accounting and external services are not connected.
Ocean Desk
Freight operations
Sales workspace
Sales / My work
Vietnam entity · Staff trial
My tasks
Follow up on customer decisions and outstanding shipment information.
Trial data
Reference
Task
Due date
Status
Review space and charges
2026-09-28
To do
Request customer details
2026-09-29
Awaiting information
Follow up on quotation
2026-09-30
In progress
No matching records
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3 records
My tasks
View only
Customer
Assigned to
Due date
Task type
Open the related record to take action. Reading a task does not complete the underlying work.
Documents & activity for this record
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Staff trial · Entries stay in this browser. External sending, payments, OCR and synchronisation are not connected.
Ocean Desk
Freight operations
Sales workspace
Sales / My work
Vietnam entity · Staff trial
Customer follow-up
Keep conversations linked to the customer, quotation or shipment.
Trial data
Customer follow-up
Edit follow-up notes
Shipment reference
Customer
Follow-up owner
Follow-up date
Follow-up status
Follow-up notes
Confirm changes in the relevant business record; a follow-up note does not change shipment or payment status.
Documents & activity for this record
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Ocean Desk
Freight operations
Sales workspace
Sales / My customers
Vietnam entity · Staff trial
Customer profile
Maintain contacts and reusable customer details for documents.
Trial data
Customer
Account owner
Payment terms
Status
Sales user A
Monthly / 30 days
Active
Sales user A
Per shipment
Incomplete
Sales user B
Advance payment
Active
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3 records
Customer profile
Edit contact details
Customer reference
Customer name
Legal entity
Account owner
Contact person
Email address
Customer category
Default document name
Changes to customer identity, legal entity or account ownership require the appropriate authority.
Documents & activity for this record
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Ocean Desk
Freight operations
Sales workspace
Sales / My customers
Vietnam entity · Staff trial
Payment terms
Review the agreed terms and record evidence for a change request.
Trial data
Payment terms
View terms; request changes
Customer
Terms version
Statement scope
Payment arrangement
Credit period (days)
Credit period starts from
Requested amendment
Sales cannot change approved payment terms directly. Historical statements retain the terms that applied at the time.
Documents & activity for this record
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Ocean Desk
Freight operations
Sales workspace
Sales / Quotations
Vietnam entity · Staff trial
Quotation details
Keep each quotation revision so the customer's accepted price remains traceable.
Trial data
Quotation
Customer / routing
Selling price
Status
Customer A · Shanghai → Ho Chi Minh City
VND 60,000,000
Accepted
Customer A · revised draft
VND 60,000,000
Draft
Customer B · shipment details required
To be confirmed
Awaiting information
No matching records
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3 records
Quotation details
Create and revise drafts
Quotation reference
Quotation revision
Customer
Legal entity
Quotation date
Valid until
Customer reference
Customer requirements
Edit authorised drafts only. Keep the accepted revision unchanged when preparing a new quotation.
Documents & activity for this record
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Ocean Desk
Freight operations
Sales workspace
Sales / Quotations
Vietnam entity · Staff trial
Shipment requirements
Specify the service scope, routing, equipment and cargo details.
Trial data
Shipment requirements
Edit at quotation stage
Trade direction
Shipment type
Port of loading (POL)
Destination port (source field)
Container type
Container quantity
Declared cargo gross weight (kg)
Declared cargo volume (m³)
Cargo category
Cargo ready date
Service scope
Goods description / marks
Operations confirms final shipment measurements and document details. Requested quantities do not automatically become chargeable quantities.
Documents & activity for this record
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Ocean Desk
Freight operations
Sales workspace
Sales / Quotations
Vietnam entity · Staff trial
Sell rates & overrides
Review the suggested selling price and document any commercial exception.
Trial data
Sell rates & overrides
Adjust within authority
Quotation revision
Charge code / description
Quotation currency
Selling price
Suggested selling price (sample)
Pricing method
Buy rate and margin access
Reason for price override
Buy rates and margins need separate access rights. Price exceptions follow the configured approval process.
Documents & activity for this record
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Ocean Desk
Freight operations
Sales workspace
Sales / Quotations
Vietnam entity · Staff trial
Customer quotation
Preview the price, inclusions, exclusions and terms shown to the customer.
Trial data
FREIGHT QUOTATION
Customer copy
DEMO-Q-26001 / V2 · VALID UNTIL 09 OCT 2026
SHANGHAI → HO CHI MINH CITY
1 × 40HQ · OCEAN FREIGHT
VND 60,000,000
Customer document preview · Buy rates and internal margins excluded
Customer quotation
Prepare customer documents
Customer name on document
Document language
Quotation currency
Quotation amount
Valid until
Inclusions
Exclusions
Customer documents exclude buy rates, internal margins and internal notes.
Documents & activity for this record
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Ocean Desk
Freight operations
Sales workspace
Sales / Quotations
Vietnam entity · Staff trial
Acceptance & handover
Record customer acceptance separately from internal approval.
Trial data
Acceptance & handover
Record acceptance; hand over
Accepted revision
Customer response
Confirmation date
Internal approval
Linked shipment
Supporting evidence
Handover notes
An accepted quotation does not confirm a carrier booking or receipt of payment.
Documents & activity for this record
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Ocean Desk
Freight operations
Sales workspace
Sales / My shipments
Vietnam entity · Staff trial
Shipment tracking
View sailing dates and milestones maintained by Operations or the OMS.
Trial data
Shipment
Customer / service
Equipment
Status
Customer A · Shanghai → Ho Chi Minh City
1 × 40HQ
Awaiting space
Customer B · ocean import
1 × 20GP
Awaiting delivery order
Customer C · ocean export
1 × 40HQ
Awaiting information
No matching records
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3 records
Shipment tracking
View assigned shipments
Shipment reference
Operations owner
Routing
Equipment and quantity
Estimated departure (ETD)
Estimated arrival (ETA)
Shipment status
Last updated
Sales can view assigned or explicitly authorised shipments but cannot directly change operational milestones.
Documents & activity for this record
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Ocean Desk
Freight operations
Sales workspace
Sales / My shipments
Vietnam entity · Staff trial
Charges & receipts
View customer charges alongside receipt and allocation updates from Finance.
Trial data
Charges & receipts
View only
Approved charge revision
Customer charges
Amount received
Outstanding balance
Allocation status
Last accounting update
Finance maintains actual receipts, payments, allocations and currency conversion records.
Documents & activity for this record
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Ocean Desk
Freight operations
Sales workspace
Sales / My shipments
Vietnam entity · Staff trial
Document amendments
Provide customer instructions for review by the team that owns the record.
Trial data
Document amendments
Add information; request amendments
Shipment reference
Document revision to amend
Shipper name
Consignee name
Notify party
Reason for amendment
Do not overwrite approved OMS or bill of lading data from a customer follow-up request.
Documents & activity for this record
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Ocean Desk
Freight operations
Operations workspace
Operations / Job intake
Vietnam entity · Staff trial
Tasks & assignments
Prioritise new jobs, missing information and operational deadlines.
Trial data
Reference
Task
Due date
Status
Review space and charges
2026-09-28
To do
Request customer details
2026-09-29
Awaiting information
Follow up on quotation
2026-09-30
In progress
No matching records
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3 records
Tasks & assignments
Process assigned work
Legal entity
Operations owner
Task type
Due date
Assignment and reassignment require authority. Dismissing a reminder does not complete a milestone.
Documents & activity for this record
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Ocean Desk
Freight operations
Operations workspace
Operations / Job intake
Vietnam entity · Staff trial
Sales handover
Check the accepted quotation and confirm the operational requirements.
Trial data
Sales handover
Review accepted quotation
Customer quotation
Customer
Operating entity
Shipment reference
Handover date
Agreed services
Outstanding queries
Link the job to the accepted quotation. Refer changes to customer commitments back to Sales.
Documents & activity for this record
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Ocean Desk
Freight operations
Operations workspace
Operations / Job intake
Vietnam entity · Staff trial
OMS updates
Review incoming data and resolve differences according to field ownership.
Trial data
Field
OMS value
Local value
Status
2026-10-05
2026-10-04
Awaiting review
1 × 40HQ
1 × 40HQ
Matched
CUSTOMER-REF-001
CUSTOMER-REF-001
Matched
No matching records
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3 records
OMS updates
Review assigned differences
OMS reference
Local shipment reference
Source revision
Sync status
Field with discrepancy
Resolution notes
Change OMS-owned transport data in the OMS. Repeated updates must not create duplicate shipments.
Documents & activity for this record
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Ocean Desk
Freight operations
Operations workspace
Operations / Suppliers & buy rates
Vietnam entity · Staff trial
Suppliers & carriers
Maintain supplier identities, contacts and service roles.
Trial data
Supplier
Service role
Service agreement
Status
Ocean carrier
Shanghai → Ho Chi Minh City
Active
Booking agent
Rates confirmed per shipment
Active
Haulier
Local transport
To be verified
No matching records
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3 records
Suppliers & carriers
Maintain supplier contacts
Supplier reference
Supplier name
Service provider role
Business owner
Contact person
Email address
Supplier status
Default document name
Finance reviews bank details and credit terms. A supplier may fulfil more than one service role.
Documents & activity for this record
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Ocean Desk
Freight operations
Operations workspace
Operations / Suppliers & buy rates
Vietnam entity · Staff trial
Service defaults
Apply agreed defaults to new jobs and record one-off exceptions separately.
Trial data
Service defaults
Maintain authorised defaults
Supplier
Defaults version
Trade lane
Applicable container type
Effective date
Expiry date
Default charges
Default remarks
New jobs can inherit defaults. A shipment-specific exception must not change the supplier master record or historical jobs.
Documents & activity for this record
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Ocean Desk
Freight operations
Operations workspace
Operations / Suppliers & buy rates
Vietnam entity · Staff trial
Buy rates
Record supplier charges with their currency, rate basis and validity conditions.
Trial data
Buy rate
Charge / equipment
Unit rate
Status
Ocean freight / 40HQ
USD 2,000
Awaiting confirmation
Origin services / B/L
To be verified
Awaiting information
Previous rate / 40HQ
USD 2,050
Superseded
No matching records
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3 records
Buy rates
Enter and review buy rates
Buy rate reference
Supplier
Charge code / description
Rate basis
Unit rate
Currency
Valid until
Rate conditions
Rate availability or a space indication is not a confirmed carrier booking or guaranteed capacity.
Documents & activity for this record
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Ocean Desk
Freight operations
Operations workspace
Operations / Suppliers & buy rates
Vietnam entity · Staff trial
Rate sheet review
Compare extracted values with the source rate sheet before confirming them.
Trial data
Source extract
DEMO CARRIER A SHANGHAI → HO CHI MINH CITY 40HQ / USD 2,000 VALID UNTIL 09 OCT 2026
Manual review
Check the currency, container type, rate and validity against the source.
Review example only; extraction service not connected.
Rate sheet review
Review extracted data
Source file
Source extract
Reviewed unit rate
Reviewed currency
Reviewed container type
Reviewed expiry date
Reviewer
Correction notes
AI suggestions require an authorised person to confirm rates, currencies and validity dates.
Documents & activity for this record
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Ocean Desk
Freight operations
Operations workspace
Operations / Suppliers & buy rates
Vietnam entity · Staff trial
Rate validity
Control which rate revisions can be used for new quotations.
Trial data
Rate validity
Confirm and supersede rates
Buy rate revision
Validity based on
Effective date
Expiry date
Status
Linked shipments
Expiry prevents new use; it does not remove rates or source documents already referenced by a job.
Documents & activity for this record
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Ocean Desk
Freight operations
Operations workspace
Operations / Ocean shipments
Vietnam entity · Staff trial
Shipment parties
Identify the customer, service providers and responsible legal entity separately.
Trial data
Shipment
Customer / service
Equipment
Status
Customer A · Shanghai → Ho Chi Minh City
1 × 40HQ
Awaiting space
Customer B · ocean import
1 × 20GP
Awaiting delivery order
Customer C · ocean export
1 × 40HQ
Awaiting information
No matching records
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3 records
Shipment parties
Maintain assigned fields
Shipment reference
Operating entity
Customer
Billing party
Ocean carrier
Booking agent
Overseas agent
Operations owner
Quotation revision
Shipment type
Incoterms rule / version / named place
Customer reference
The customer, billing party and group legal entity are separate relationships, even when their names coincide.
Documents & activity for this record
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Ocean Desk
Freight operations
Operations workspace
Operations / Ocean shipments
Vietnam entity · Staff trial
Routing & cargo
Compare customer-declared quantities with measured cargo details.
Trial data
Routing & cargo
Maintain authorised cargo data
Port of loading (POL)
Destination port (source field)
Port of discharge (POD)
Transshipment port
Vessel / voyage
Equipment and quantity
Declared package count
Package type
Declared cargo gross weight (kg)
Measured cargo gross weight (kg)
Declared cargo volume (m³)
Measured cargo volume (m³)
Cargo gross weight is not packed-container VGM. Rate calculations use an explicitly selected quantity basis; measurement changes require a recorded review.
Documents & activity for this record
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Ocean Desk
Freight operations
Operations workspace
Operations / Ocean shipments
Vietnam entity · Staff trial
Export milestones
Track export deadlines, booking status and the source of each update.
Trial data
Export milestones
Maintain assigned milestones
Source SO reference (verify type)
Master B/L number
House B/L number
Estimated departure (ETD)
Estimated arrival (ETA)
Shipping instructions cut-off
Customs cut-off (meaning to confirm)
Current milestone
Schedule source
Booking remarks
Keep booking, document issue, job closure and charge approval separate. Verify whether the source customs deadline means clearance or terminal gate-in; do not assume it is the CY cut-off.
Documents & activity for this record
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Ocean Desk
Freight operations
Operations workspace
Operations / Ocean shipments
Vietnam entity · Staff trial
Import milestones
Track delivery order arrangements, customs formalities and release evidence separately.
Trial data
Import milestones
Maintain assigned milestones
Import shipment (sample)
Delivery order agent
Estimated arrival (ETA)
Delivery order collection time
Delivery order status
Inspection arrangements
Release method
Cargo release confirmation
Telex release is a release method, not a sea waybill. Selecting it does not confirm cargo release or customer payment.
Documents & activity for this record
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Staff trial · Entries stay in this browser. External sending, payments, OCR and synchronisation are not connected.
Ocean Desk
Freight operations
Operations workspace
Operations / Ocean shipments
Vietnam entity · Staff trial
Shipping documentation
Keep the approved wording and revision of each customer-facing document.
Trial data
Shipping documentation
Prepare authorised document drafts
Document revision
Document language
Shipper
Consignee
Notify party
Freight payment terms
Receipt / delivery terms
Description of goods
Shipping marks
Internal operations notes
Keep document type, release method, freight payment terms and receipt/delivery terms separate. Customs submissions and transport execution remain in the existing systems.
Documents & activity for this record
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Staff trial · Entries stay in this browser. External sending, payments, OCR and synchronisation are not connected.
Ocean Desk
Freight operations
Operations workspace
Operations / Ocean shipments
Vietnam entity · Staff trial
Exceptions & amendments
Record what changed and assess the impact on charges and documents.
Trial data
Exceptions & amendments
Request controlled amendments
Shipment reference
Previous revision
Field to amend
Previous value
New value
Affected records
Reason for amendment
Changes to confirmed records follow the amendment process. Closing a job does not remove later exceptions or costs.
Documents & activity for this record
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Ocean Desk
Freight operations
Operations workspace
Operations / Job charges & handover
Vietnam entity · Staff trial
Job charges
Record revenue and cost charges in their transaction currencies.
Trial data
Charge
Direction / party
Transaction amount
Status
Payable · ocean carrier A
USD 2,000
Awaiting confirmation
Receivable · customer A
VND 60,000,000
Confirmed
Outstanding cost · agent A
Not confirmed
Awaiting information
No matching records
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3 records
Job charges
Enter authorised charges
Shipment reference
Charge direction
Charge code / description
Billing party
Currency
Rate basis
Quantity
Unit rate
Charge amount (reviewed manually)
Estimate / actual status
Tax treatment
Charge description
Confirmed charges are not bank transactions. Keep estimated and actual charges separate; do not add unlike currencies.
Documents & activity for this record
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Ocean Desk
Freight operations
Operations workspace
Operations / Job charges & handover
Vietnam entity · Staff trial
Charge calculation basis
Identify the rate revision and quantity basis used for each charge.
Trial data
Charge calculation basis
Review rating inputs
Charge reference
Buy rate revision
Rating method
Quantity source
Chargeable quantity
Rate basis
Reason for adjustment
Retain the original inputs and results. Re-rating after a quantity change requires review and a new traceable result.
Documents & activity for this record
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Ocean Desk
Freight operations
Operations workspace
Operations / Job charges & handover
Vietnam entity · Staff trial
Charge review
Confirm revenue and cost charges separately and flag outstanding costs.
Trial data
Charge review
Approve authorised charges
Approved charge revision
Customer charges receivable
Supplier charges payable
Cost completeness
Confirmation date
Supporting evidence
Review notes
A missing cost is outstanding, not zero. Keep the accepted quotation and final customer charges as separate records.
Documents & activity for this record
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Staff trial · Entries stay in this browser. External sending, payments, OCR and synchronisation are not connected.
Ocean Desk
Freight operations
Operations workspace
Operations / Job charges & handover
Vietnam entity · Staff trial
Adjustments & handover
Link additional charges to the original revision before handing them to Finance.
Trial data
Adjustments & handover
Prepare charge handover
Handover reference
Charge revision
Handover type
Adjustment currency
Adjustment amount
Finance intake status
Handover notes
Finance retains receipts, payments, allocations and FX records. Later costs remain traceable after operational job closure.
Documents & activity for this record
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Ocean Desk
Freight operations
Finance workspace
Finance / Receivables & payables
Vietnam entity · Staff trial
Charge intake
Review approved job charges and their handover revision.
Trial data
Handover
Shipment / party
Transaction amount
Status
DEMO-SEA-26001 / customer A
VND 60,000,000
Awaiting review
DEMO-SEA-26001 / carrier A
USD 2,000
Awaiting review
DEMO-IMP-26002
Evidence required
Returned
No matching records
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3 records
Charge intake
Accept or return for correction
Handover reference
Shipment reference
Charge revision
Customer receivable
Supplier payable
Review outcome
Discrepancy notes
Return operational discrepancies to Operations. Finance acceptance must not overwrite the original charge evidence.
Documents & activity for this record
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Ocean Desk
Freight operations
Finance workspace
Finance / Receivables & payables
Vietnam entity · Staff trial
Billing statements
Prepare a statement for the billing party using approved charges.
Trial data
Billing statements
Prepare authorised statements
Statement reference
Billing party
Statement issuer
Statement date
Statement currency
Statement amount
Due date
Statement notes
A billing statement is not proof of an issued invoice, payment or allocation. Approval, cancellation and adjustment have separate permissions.
Documents & activity for this record
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Ocean Desk
Freight operations
Finance workspace
Finance / Receivables & payables
Vietnam entity · Staff trial
Credit & payment terms
Define the payment cycle, due-date basis and effective period.
Trial data
Credit & payment terms
Maintain authorised terms
Customer / supplier
Applicable entity
Statement scope
Billing cycle
Credit period (days)
Credit period starts from
Effective date
Evidence for change
Historical statements retain their original terms. A one-off exception must not change the customer's default terms.
Documents & activity for this record
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Ocean Desk
Freight operations
Finance workspace
Finance / Receivables & payables
Vietnam entity · Staff trial
Invoice records
Link external invoices and accounting references to the billing statement.
Trial data
Invoice records
Record and verify external results
Billing statement reference
Invoicing entity
External invoice number
Invoice date
Currency
Invoice amount
External journal reference
Status
This workspace records external references; it does not replace the statutory ledger or local invoicing system.
Documents & activity for this record
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Ocean Desk
Freight operations
Finance workspace
Finance / Receipts & payment allocation
Vietnam entity · Staff trial
Receipts & payments
Record money actually received or paid, separately from planned transactions.
Trial data
Transaction
Entity / party
Amount
Status
Vietnam entity / customer A
Receipt VND 30,000,000
Partly allocated
Vietnam entity / customer B
Receipt VND 10,000,000
Unallocated
Singapore entity / carrier A
Payment USD 2,000
Awaiting review
No matching records
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3 records
Receipts & payments
Record and review separately
Transaction reference
Transaction direction
Receiving / paying entity
Customer / supplier
Company account
Currency
Transaction amount
Transaction date
Payment method
Bank transaction reference
Entering a transaction does not initiate a bank transfer. Requests and forecasts are not completed payments.
Documents & activity for this record
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Ocean Desk
Freight operations
Finance workspace
Finance / Receipts & payment allocation
Vietnam entity · Staff trial
Payment allocation
Apply receipts and payments to open items, including partial allocations.
Trial data
Payment allocation
Allocate; review reversals
Source transaction
Target statement
Available for allocation
Allocation amount
Allocation currency
Statement balance (sample)
Allocation notes
Allocation is not a write-off. Unallocated funds may already be in the bank; preserve reversal and replacement records when correcting an allocation.
Documents & activity for this record
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Staff trial · Entries stay in this browser. External sending, payments, OCR and synchronisation are not connected.
Ocean Desk
Freight operations
Finance workspace
Finance / Receipts & payment allocation
Vietnam entity · Staff trial
Customer & supplier advances
Track advance funds and the amount still available for allocation.
Trial data
Customer & supplier advances
Record advances; allocate later
Customer / supplier
Advance type
Legal entity
Currency
Advance amount
Amount allocated
Business purpose
An advance must reference an actual receipt or payment. Receiving funds does not itself confirm job revenue or cost.
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Vietnam entity · Staff trial
Refunds & reversals
Link refunds to the original transaction and any allocations.
Trial data
Refunds & reversals
Request, review and record
Original transaction
Refund currency
Requested amount
Reason for refund
Actual refund status
Review notes
Record a refund or reversal rather than deleting the original transaction or changing its amount.
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Finance / FX & intercompany
Vietnam entity · Staff trial
Dated & agreed FX rates
Select an exchange-rate basis for a defined purpose and retain the evidence.
Trial data
Dated & agreed FX rates
Select and review rates
Shipment reference
Conversion purpose
Source currency
Target currency
Rate basis
Rate date
Exchange rate (VND per USD)
Amount in transaction currency
Converted amount (sample)
Source notes
A missing rate requires review, not a default of 1. Preserve the original currencies, amount, direction and rate in each approved revision.
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Vietnam entity · Staff trial
Bank FX transactions
Keep the bank's executed currency exchange separate from job cost allocations.
Trial data
Bank FX transactions
Record bank evidence
FX transaction reference
FX trading entity
Trade date
Currency sold
Amount sold
Currency bought
Amount bought
Executed FX rate and direction
Bank charges
Bank FX confirmation
Record currency sold, currency bought, actual amounts and fees separately. Allocate costs using an approved internal policy.
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Vietnam entity · Staff trial
Average FX rates
Specify the averaging method, sample period and treatment of missing dates.
Trial data
Average FX rates
Configure and review calculation
Currency pair
Averaging period
Start date
End date
Averaging method
Missing-date policy
Sample data status
Notes
A weekly or monthly average needs an explicit formula and sample set. This is an internal costing policy, not an automatic statutory accounting treatment.
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Vietnam entity · Staff trial
FX lot allocations
Allocate purchased currency to jobs and retain the remaining balance.
Trial data
FX lot allocations
Allocate; review adjustments
FX transaction reference
Purchased currency amount
Allocated shipment
Currency amount allocated
Target currency
Allocated cost in target currency
Unallocated currency (sample)
Allocation basis
Each allocation and reversal references the FX transaction. Management costing must not rewrite the bank's original transaction.
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Vietnam entity · Staff trial
Intercompany payments
Separate payments made on behalf of another entity from the resulting intercompany balance.
Trial data
Intercompany payments
Review within entity access
Shipment reference
Operating entity
Invoicing entity
Paying entity
Payment currency
Amount paid on behalf
Intercompany matching reference
Counterparty confirmation
Separate the operating, invoicing and paying entities. Avoid counting both sides of an intercompany entry as group revenue.
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Finance / Job costing & accounting
Vietnam entity · Staff trial
Job profitability
Trace revenue and costs to original charges, FX evidence and costing revisions.
Trial data
Job revenue
VND 60,000,000
Converted job cost
VND 50,000,000
Provisional gross profit
VND 10,000,000
Job profitability
Review and version job costing
Shipment reference
Costing revision
Job revenue
Supplier cost (transaction currency)
Cost conversion basis
Converted job cost
Provisional gross profit (sample)
Calculation basis
Quoted estimates, approved job charges and final accounting results are distinct. Cash movement alone is not profit.
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Vietnam entity · Staff trial
Aged receivables & reports
Review open balances by reporting date, currency and allocation status.
Trial data
Statement / customer
Amount due
Outstanding
Status
VND 60,000,000
VND 30,000,000
Not yet due
To be confirmed
To be confirmed
Awaiting review
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Aged receivables & reports
View and export within scope
As at date
Reporting entity
Reporting currency
Reporting basis version
Reports, drill-downs and exports use the same access scope. Buy rates and margins remain separately protected.
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Vietnam entity · Staff trial
Accounting handover
Use one batch reference for file or API transfers to the accounting system.
Trial data
Batch
Source revision
Transfer method
Status
FEE-V2 / SETTLE-V1
File transfer
Awaiting result
Previous sample batch
File transfer
Reconciled
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2 records
Accounting handover
Prepare batches; check results
Handover batch
Charge / costing revision
Transfer method
External system
Processing status
External reference
Handover notes
Transfer approved revisions only. If an API result is unknown, verify it before entering or sending the same item again.
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Vietnam entity · Staff trial
Accounting reconciliation
Match amounts, currencies and processing statuses with the external records.
Trial data
Accounting reconciliation
Match and resolve differences
Handover batch
Local amount
External amount
External document reference
Reconciliation result
Verification date
Review notes
Correct records in their system of record. Mark an item reconciled only when the external outcome is supported by evidence.
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Vietnam entity · Staff trial
Post-close adjustments
Preserve the closed costing revision and record subsequent differences.
Trial data
Post-close adjustments
Request and review adjustments
Original costing revision
Reason for adjustment
Adjustment currency
Adjustment amount
Adjustment period
Additional notes
Adjustments require specific authority. Do not silently rewrite historical reports or previously transferred results.
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Vietnam entity · Staff trial
Legal entities
Keep the group, legal entities and departments distinct.
Trial data
Entity
Country
Functions
Status
Vietnam
Sales, Operations, Finance
Active
Singapore
Procurement, Finance
Active
Group scope
Organisation and access
Active
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3 records
Legal entities
Maintain organisation settings
Group name
Legal entity
Entity code
Country
Management reporting currency
Status
Effective date
Retain historical ownership when people move roles or an entity changes its name.
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Vietnam entity · Staff trial
Users & role templates
Combine each role assignment with a legal-entity and shipment scope.
Trial data
User
Role
Entity scope
Status
Sales
Vietnam entity
Active
Operations
Vietnam entity
Active
Finance
Vietnam and Singapore
Active
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3 records
Users & role templates
Create, assign and deactivate users
User reference
Display name
Role template
Authorised entities
Record scope
Valid until
Reason for access
Multiple roles do not grant access to unauthorised entities. Deactivate accounts without deleting historical user identities.
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Vietnam entity · Staff trial
Field & action permissions
Control record scope, sensitive fields and business actions independently.
Trial data
Permission
Sales
Operations
Finance
Edit within authority
Review assigned data
View
No access
Edit within authority
Review
View authorised updates
View handover status
Process within authority
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3 records
Field & action permissions
Configure approved permissions
Role template
Entity scope
Shipment scope
Selling price
Buy rates and costs
Profit and margin
Permission status
Enforce permissions on the server, including search, APIs, history, attachments and exports. Hidden controls are not access control.
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Vietnam entity · Staff trial
Access reviews & delegation
Give temporary cover an end date, a reason and an independent reviewer.
Trial data
Access reviews & delegation
Review authorised access changes
Requested by
Delegate
Delegated role
Entity scope
Start date
Due date
Reviewer
Reason for delegation
Administrators do not automatically receive financial access or self-approval rights. Record independent approval of additional access.
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Vietnam entity · Staff trial
Reference data
Keep stable internal identifiers and reviewed external code mappings.
Trial data
Internal ID
Display value
Meaning
Status
40HQ
Supplier equipment/rate code
To be verified
B/L
Per bill of lading
Active
RT
Revenue ton; rating rule required
To be verified
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Reference data
Draft and publish reference data
Reference category
Internal reference
Display name
Source alias
Applicable service
Status
Definition
Verify 40HQ/40HC aliases and revenue-ton rules before mapping them. Display names and external codes are not internal primary keys.
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Vietnam entity · Staff trial
Pricing policies
Define the scope and have the commercial owner approve the policy.
Trial data
Pricing policies
Configure approved commercial rules
Policy version
Applicable entity
Trade lane
Pricing method
Effective date
Missing cost handling
Approval status
Configuring a policy does not confer pricing authority. Historical quotations retain the rules used to prepare them.
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Vietnam entity · Staff trial
Approval workflows
Apply approval rules to a specific business revision and trigger.
Trial data
Approval workflows
Configure versioned workflows
Workflow name
Record type
Approval trigger
Approver role
Returned request handling
Effective date
Status
A workflow change must not alter the basis of an approval already in progress.
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Vietnam entity · Staff trial
Document templates
Set document language independently of the user's interface language.
Trial data
Document templates
Preview and publish templates
Template name
Template version
Document language
Applicable entity
Customer document footer
Included fields
New templates apply to new documents. Keep approved files intact and exclude internal costs, margins and notes from customer copies.
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Vietnam entity · Staff trial
OMS field mapping
Assign a system of record to each exchanged field.
Trial data
Connection
Data exchanged
Latest result
Status
Routing, cargo and milestones
Example discrepancy
Not connected
Batches and processing results
Draft file mapping
Not connected
Rate sheet extraction and review
Not configured
Not connected
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3 records
OMS field mapping
Configure and monitor connections
Connection name
Connection status
Source field
Local field
System of record
Duplicate handling
Conflict handling
Use only authorised fields. Retries must not duplicate jobs or overwrite a newer source revision.
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Vietnam entity · Staff trial
Accounting connection
Configure file mappings or restricted APIs with a common handover process.
Trial data
Accounting connection
Configure mappings and connections
Accounting system
Applicable entity
Connection method
Template version
Duplicate detection key
Unknown result handling
Use restricted, rotatable credentials. Connection administration does not grant authority to change accounting outcomes.
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Vietnam entity · Staff trial
AI review & scheduled tasks
Review rate sheets and raise reminders at the actual volume of work.
Trial data
AI review & scheduled tasks
Configure restricted tasks
Task name
Task type
Rate sheet volume
Run trigger
Automatic rate approval
Delete source documents
Task status
Treat source documents as data, not instructions. AI cannot approve rates, authorise payments or delete business evidence.
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Vietnam entity · Staff trial
Service health & alerts
Review task failures, integration issues and outstanding follow-up.
Trial data
Check
Last run
Result
Status
Sample record
Scheduler not connected
Not connected
Sample record
Object storage not configured
Not connected
Sample record
Example item requires review
Follow-up required
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3 records
Service health & alerts
Monitor and resolve incidents
Alert reference
Source
Priority
Assigned to
Resolution notes
Log recovery actions. Operational logs should not reveal credentials, bank details or unnecessary business information.
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Vietnam entity · Staff trial
File retention
Distinguish source documents, local caches and independent backups.
Trial data
File retention
Review retention and cleanup scope
File category
Object storage
Reference status
Expiry handling
Cache removal criteria
Retention period
Verify storage integrity and references before removing a local cache. An expired rate does not authorise deletion of its source document.
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Vietnam entity · Staff trial
Backup & recovery
Verify that the database and supporting files can be restored together.
Trial data
Backup & recovery
Separate backup and restore rights
Plan name
Backup status
Recovery point objective (RPO)
Recovery time objective (RTO)
Independent backup copy
Restore test
Access notes
Live object storage is not an independent backup. Production restores and backup deletion require separate authority.
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Vietnam entity · Staff trial
Audit retention
Keep an accessible audit trail while applying the retention policy.
Trial data
Audit retention
Maintain policy; monitor integrity
Audit scope
Archiving frequency
Retention period
Edit audit entries
Query scope
Notes
Ordinary administrators cannot edit or delete audit entries. Archived records must remain traceable by job, revision and time.
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Sales workspace
Sales / My work
Vietnam entity · Staff trial
My requests & handovers
Track your quotation reviews, amendments and Operations handovers.
Trial data
My requests & handovers
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Operations workspace
Operations / Job intake
Vietnam entity · Staff trial
Reviews & handovers
Receive Sales handovers and review buy rates and shipment amendments.
Trial data
Reviews & handovers
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Finance workspace
Finance / Receivables & payables
Vietnam entity · Staff trial
Financial reviews
Review charge handovers, refunds and costing adjustments with a recorded decision.
Trial data
Financial reviews
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Administrator workspace
Administrator / Monitoring & recovery
Vietnam entity · Staff trial
Audit log
Review who acted on each record and when. Business details remain in their workspaces.
Trial data
Audit log
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Administrator / Monitoring & recovery
Vietnam entity · Staff trial
Staff trial feedback
Triage missing functions, fields and workflow issues reported by staff.
Trial data
Staff trial feedback
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