The same shipment is keyed three times
It is typed into a quote, again into a booking, then again into documents and an invoice.
Solution scoping
More coordinated cargo.
Less duplicated work.
Map your consolidation, documentation and partner workflows into one operating model. Define how master and house shipments, external data and approvals behave before implementation starts.
Built forNVOCCs and consolidatorsFreight forwardersCustoms brokers adding forwarding servicesProject and special-cargo specialists
Forwarders & NVOCCs
Built around the handoffs that matter.
Bring shipment data, partners and customer documentation together across the transportation chain. Start with a clear scope, a named owner for each workflow and representative test cases.
- Quote-to-shipment workflow design
- Master and house shipment relationships
- Partner and carrier data requirements, including EDI orders
- Consolidation and document handoffs
- Customer visibility and access rules
- Accounting and external system mapping
Let’s map your operation.
Tell us how cargo or passengers move today, where your team repeats work and which systems need to stay connected.
Talk to our teamImplementation scope, support arrangements and integration access are agreed with your team before rollout.
Sound familiar?
The problems this operation
usually starts with.
Master and house documents drift apart
When a house shipment changes, the master paperwork is not updated, and the mismatch is found at the worst moment.
Partner data arrives by email
Orders, bookings and status come as attachments that someone has to read and re-key.
Customers ask for status you cannot see
Information sits with the carrier or a partner, so answering a simple question takes several messages.
Consolidation maths lives in spreadsheets
Volumes, weights and chargeable weights are worked out by hand for each load plan.
Margin is unclear until after invoicing
Costs and sell rates are not tied to the shipment, so profitability is reconstructed at month end.
How it works
From customer request to reconciled shipment.
The shipment record carries the customer, the partners and the paperwork, so each handoff adds to it instead of restarting it.
-
1
Quote from the requirements
Price by measure or weight, apply your rules and keep the approval steps you need. The quote becomes the start of the shipment, not a separate document.
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2
Book with partners
Orders come in through partner feeds or the customer portal instead of an inbox, and are matched to the quote.
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3
Consolidate
Group house shipments under a master, with volumes and weights checked as the load builds.
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4
Document
Produce house and master Bills of Lading, commercial invoices and delivery orders from the same data, so they agree with each other.
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5
Track and notify
Status from partners and the pier updates the record, and customers are told automatically.
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6
Bill and reconcile
Invoices and ledger entries are created from the shipment and synced to accounting, with the customer's documents attached.
What you get
The capabilities behind
each step.
Configured around your routes, cargo categories, approval rules and paperwork. Scope and availability are confirmed with you before rollout.
01Pricing and booking
Quote-to-shipment workflow
One record from the first inquiry to the final invoice, with your approval rules built in.
Buy and sell rates with margin visibility
Hold supplier costs and customer rates against the shipment so margin is visible before the invoice goes out.
Partner order feeds
Receive orders and send status and paperwork through EDI or API where a partner supports it.
Customer booking portal
Customers request quotes, book and track shipments themselves, and see only their own.
02Consolidation and documents
Master and house relationships
Model how house shipments roll up under a master so changes flow to the right documents.
Consolidation load planning
Volume, weight and chargeable-weight logic for each load, so a plan is checked before it is booked.
Document generation and checklists
Bills of Lading, invoices, delivery orders and insurance waivers as PDFs, with a checklist of what each shipment still needs.
AI manifest reading
Upload a manifest and the container numbers, weights and line items are extracted for a person to review.
03Compliance and tracking
Export and customs filing support
Follow AES/EEI filing status from the shipment data and keep supporting documents attached.
Milestones and automatic status updates
Customers and partners are told when a shipment departs, arrives, clears customs or is delivered.
Exception and cut-off alerts
Flag missing documents, held cargo and approaching cut-offs, with an owner for each.
Customer visibility rules
Decide who sees which shipments and documents, so a customer sees theirs and only theirs.
04Billing and reporting
Landed-cost estimates for customers
Show duties, fees and taxes alongside freight so customers see the full cost of an import.
Multi-currency invoicing and accounting sync
Invoice in the currency your customer uses and sync the entries to your accounting system.
Shipment profitability reports
Review revenue, cost and margin by shipment, customer or trade lane.
Demurrage and detention follow-up
Track free time on customers' containers and chase charges before they expire or go unbilled.
Every team, one record
What changes for the
people doing the work.
Sales and pricing
- Quote once and keep it as the shipment
- Apply your own rates and approval rules
- See margin before the invoice goes out
Documentation and operations
- House and master documents that agree
- Orders arrive without re-typing
- Consolidation checked before booking
Customer service
- Answer status questions from one record
- Customers self-serve documents
- Automatic updates reduce inbound calls
Finance
- Invoices created from the shipment
- One reference from quote to ledger
- Cleaner reconciliation at month end
Modules in play
The parts of the platform
this operation leans on.
M1
Quotes & Customer CRM
Quote from your own tariff, follow every enquiry through to a booking and keep each customer's history on one record.
Explore the module M2Ocean Vessel & Port Logistics
Plan voyages, stage the pier and issue shipping paperwork from the same record your customers see.
Explore the module M9Partner & Customs Communication
Orders arrive without re-typing and partners are told what changed without a phone call.
Explore the module M8Accounting & Billing
Invoices and ledger entries are created the moment a job is done, with no double entry.
Explore the module M11Dashboards & Reporting
Bookings, vessels, fleet and cash on one live screen, with the reports your finance and operations teams need.
Explore the moduleKeep your systems
Connects to what
you already run.
Nothing here assumes you replace everything. We identify your systems of record first, then decide what to connect, configure or keep.
- EDI and API feeds from trading partners and carriers
- Accounting and ERP
- Customs and regulatory filings
- Customer portal and notifications
- QuickBase and other operational tools
Connections are agreed and tested for each implementation. See integration pathways.
Free tools for this operation
CBM CalculatorCubic metres, cubic feet and container fill.
Dimensional Weight CalculatorVolumetric and chargeable weight by mode.
Landed Cost CalculatorGoods, freight, duty, fees and IVU in one total.
Incoterms® 2020 ExplorerWho pays, who insures and where risk passes.
Container Dimensions & Pallet Fit CalculatorHow many pallets fit in a 20 ft, 40 ft or reefer container.
Container Number Check Digit ValidatorCheck or calculate the ISO 6346 check digit.
Getting started
A sensible first phase.
Forwarding varies a great deal between businesses, so this is scoped with you rather than assumed.
Map one trade lane
Take a real lane and follow its quote, booking, documents and invoice, including the exceptions.
Define the rules
Agree how master and house shipments, partner data and approvals should behave before anything is configured.
Pilot and extend
Run the lane in the platform alongside your current process, then add lanes and partner connections.
Questions
Common questions
Can orders from our trading partners arrive automatically?
Where a partner can send EDI or API data, orders can land in Intelicargo directly. What is available is confirmed with each partner during scoping.
Is this a finished forwarder product?
The platform brings together quoting, Bills of Lading, partner feeds, tracking and billing. Forwarder-specific behaviour, such as your consolidation and margin rules, is scoped with you rather than assumed.
How are master and house shipments handled?
House shipments are grouped under a master shipment. The exact rules for changes, splits and documents are defined with you during scoping.
What about carrier data and permissions?
Carrier and partner connections depend on their data access, authorization and terms. We confirm those before promising a connection.
How accurate is manifest reading?
The extraction reads container numbers, weights and line items from an uploaded manifest and presents them for review. A person confirms the data before it is used.
Can customers see only their own shipments?
Yes. Customer visibility is permission-based, and what each customer sees is configured with you.
Your operation has enough moving parts.
Your technology shouldn’t add more.
Let’s map the workflow, find the friction and build the right connection.