Finereport the solution of building Logistic report platform

I. PURPOSE of CONSTRUCTION

At present, the logistics system can directly display the logistics company's various logistics process results and progress, the abnormal situation can be timely to present early warning results. However, the existing logistics system between the Logistics link state parameters can not be real-time, convenient transfer. such as the third-party freight dealer, logistics companies, each set up their own database, no good integration, while the logistics industry, such as the price of real-time changes too fast, unable to provide mobile terminal way to facilitate the logistics role of business operations, and to ensure that the customer view data real-time updates.

and shippers, logistics companies, third-party freight forwarders, shipowners and other roles still stay in relying on the traditional numerous telephone, mail contact and query, the human exchange cost increases with the number of orders multiplied.

The use of Finereport this software to assist the development of three major logistics dimension platform, the online inquiry booking, order filling, audit, supplementary material single out, order confirmation and other major links unified integration, in order to break the traditional telephone, mail tracking, multi-layer manual audit and other cumbersome operations, improve logistics efficiency, design docking single details, customer profits, Division profit, collection details and other dimensions of statistical analysis, to provide high-level logistics company decision-making support.

Ii. Business Requirements 1, overall objectives

The overall goal of the project is to establish a customs declaration, warehousing, freight forwarding three major logistics dimension platform, integrated logistics companies and third-party freight forwarders Company A number of different databases, in order to provide the latest cabin prices, support for mobile office ipad, etc., at any time to inquire about information dynamics.

Improve internal information management and standardize operations, always control the coordination of business between logistics enterprises, to save the work between departments, colleagues and communication costs, to achieve on-line freight forwarding business cooperation, improve efficiency; Freight forwarding enterprises as the center, through the owner, ship owners, trailers, customs and other enterprises online collaboration, to achieve cargo tracking information sharing , eliminating the numerous telephone, mail inquiries, so that freight forwarders to truly become the logistics supply chain information hub.

2. Basic function Requirement

Function module	Goals to achieve
Report Design	With Excel-like cell design ideas, a variety of complex report formats can be directly reflected on the computer screen. Any combination of split cells, text boxes, graphic objects, cell properties and other operations, to help users quickly design any complex report format, including Slash, two-dimensional table, irregular format report, and so on, and can realize the input format and print format exactly the same. Supports seamless import of Excel forms.
Data query	Query Logistics Platform Docking list details, customer profits, division profits, payment details, etc.
Data audit	Customs Broker to view Customs cargo details, audit, the business needs of the template exported to Excel for backup or send to the top leaders to view.
Flash Printer System	Finereport provides original flash printing mechanism, make the report printing more convenient, no longer subject to the traditional download related software restrictions!
Mobile platform	As the logistics industry, such as the price of the real-time change too fast, through the mobile terminal to facilitate the logistics role of business operations, and to ensure that the customer view the data in real-time updates.

3. Other functional requirements Iii. general overview of System Construction 1. General Ideas

Logistics in general involving shippers, logistics enterprises, third-party freight forwarders, other roles (such as shipowners, trailers, customs clearance, etc.) these several enterprise dimensions, logistics platform for Logistics enterprises.

For external enterprises, the realization of logistics enterprises as the center, through the owners, shipowners, trailers, customs clearance, third-party freight forwarders online collaboration, to achieve business operations, cargo tracking and other information sharing.

For the internal logistics enterprises, to help enterprises to achieve internal information management, standardized operation, save the departments, the exchange costs between colleagues, and provide decision-making analysis support.

2. System Framework

The entire logistics platform from the declaration system, warehousing management, freight forwarding system three dimensions of construction.

The customs declaration system mainly realizes the booking proxy processing, the declaration processing and printing, receiving single statistics, receiving payment statistics, profit statistics and other report templates.

Warehousing management mainly to achieve warehousing, out of the library, customs management, customer profiles and other report templates.

Freight forwarding system mainly to achieve external replenishment list, online inquiry, salesman box volume, Route box volume, profit statement, trailer business acceptance and collaboration report template, as follows.

Iv. system function 1, System user

System users involved in the owner, logistics company salesman, logistics company senior, system administrator, including logistics company high-level: Business manager, general manager, according to different users to set different permissions, control different role check see the template is not the same.

System Settings Super Administrator, responsible for resource management, user management and log management, process configuration, such as system management work.

The user's configuration is the responsibility of the Super Administrator, the user's basic information is stored in the database table, in the system by the administrator configuration, the introduction of database data as the basis for authenticating users, and to configure the user and the corresponding relationship between the operational files. Concise configuration such as:

The landing page is as follows:

After landing the following:

2. Unified application Platform for business functions

The power dispatching information submission system adopts B/s architecture, the user can access the system through a Web browser, and the user name password to view the report under its corresponding permissions.

System Use Process Declaration System Declaration Form production

One of the declaration of the production, the need to strictly in accordance with the relevant provisions of the logistics set specifications, each page in addition to the content must be displayed, the declaration of goods required to display 5 records per page, the last less than 5, to fill the blank line, and display "The following is empty" and other words, as follows:

The last page is as follows:

Declaration Form Printing

After the completion of the declaration, can be integrated into the logistics platform, Finereport open parameters, can have a logistics platform page into the parameters to print, such as:

The print preview page looks like this:

Order Detail Statistics

Convenient business general manager, timely grasp all the details of the manifest, in order to adjust the manifest processing progress, etc. (such as the receipt of a bill has been a long time, but now the progress is still not completed, the corresponding contact person to understand the situation, and urged to solve such business operations as soon as possible), Finereport also provides a variety of parameter types, Query can be convenient to select the appropriate conditions to view detailed records, order details are as follows:

Schedule of Payables

The Payables feature is primarily the generation of statements and reconciliation confirmations with vendors. Set up the reconciliation period (time period), through the filtering function can be filtered out to meet the costs of different vendors, generate statements, reconciliation order number is automatically generated by the system. The payment confirmation is made by comparing the statements generated by the system with the vendor statements.

Customer Payables Bill

The customer receivables function is mainly to have successfully generated the statement, the different customer charges receivable statistics.

Customer Profit statistics

Make logistics company general manager and above level of people can grasp the time range of their care in real time, a variety of different customs methods of profit value and profit comparison, in order to formulate and adjust the time period of the company's main business direction (such as a certain period of time for the declaration of the type of single-report types of profit value of the largest, then adjust the

Warehouse Management

Warehousing management mainly to achieve: storage, warehouse, customs management, customer files, business managers and supervision departments through the inquiry data, master warehousing, warehouse and other orders, so that reasonable arrangements, or supervision of business personnel to deal with the relevant orders.

In addition, the Sales manager through the Customer Profile template view, to obtain customer-related information, such as the total history of orders, the number of times, the order to carry contraband information, so as to determine the potential value of the customer, so that the subsequent receipt of orders when the value of the judgment, Warehousing management framework as follows:

Freight Forwarding System

The main operation of the management of the external replenishment list, the outside of the supplementary material list shows the required replenishment of the waybill number, volume, quality, number of boxes, prices and other data, in the shipper received supplementary materials, the corresponding filling, print out the signature confirmation, the entire logistics link is basically completed by the system, to avoid the traditional layer of manual audit, Signature and other cumbersome steps.

The freight forwarder system as a whole is as follows:

Payment verification

According to the time range to print out all the owner's arrears list, you can also print the designated owner's arrears list, collect the arrears to the shipper, the financial personnel in the listed receivables on the write-off, at the same time issued a freight forwarder invoice, complete the collection operation.

Finereport provides convenient iframe page integration report, while supporting custom page parameters, and flexible encoding conversion, to achieve the integration with the customer's original page, save manpower, material resources, financial means to complete the system to build, such as:

Payment verification

Payment verification is to receive the shipping company or other relevant units of the bill, enter the unit's code, the unit all unpaid bills out, control the bill in the listed fees tick confirm, the system automatically accumulate the amount, you can complete the payment operation.

Salesman Sales Statistics

Clerk Login System can check their sales in a certain period of time, such as:

Customer Arrears Statistics

The customer login system can inquire about the amount of money owed within a certain period of time, such as:

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Finereport the solution of building Logistic report platform