Core operating workflows

Your vessel operation.
One continuous workflow.

Bring commercial, terminal, vessel and finance teams onto the same shipment record. Configure routes, cargo categories and approval rules around the way your operation actually works.

Built forOcean container linesRoll-on/roll-off and break-bulk carriersFerry operators moving freight and vehiclesIsland and inter-island shipping
Ocean & ferry carriers

Built around the handoffs that matter.

Connect bookings, voyages, cargo handling and documentation from the first quote to the receiving pier. Start with a clear scope, a named owner for each workflow and representative test cases.

  • Cargo quotes, booking holds and approval steps
  • Voyage scheduling, manifests and stowage coordination
  • Pallet, container and vehicle records with barcode/QR tracking
  • Master & house Bills of Lading and delivery orders as PDFs
  • Regulatory filing workflows, including Puerto Rico e-manifest and AES/EEI
  • Invoicing and accounting handoffs from the same record

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 team

Implementation scope, support arrangements and integration access are agreed with your team before rollout.

Sound familiar?

The problems this operation
usually starts with.

01

Bookings live in email and spreadsheets

Quotes, holds and capacity approvals are re-typed between sales, the pier and finance, so nobody is sure which version is current.

02

Paperwork is slow and error-prone

Bills of Lading, delivery orders and customs paperwork are assembled by hand. One typo means a reissue and a delay at the port.

03

The pier and the office disagree

Cargo is received, staged and loaded, but that status reaches customer service and finance late, if at all.

04

Filing day is a scramble

Manifest and export filings depend on data scattered across documents, so filing turns into a data-chasing exercise.

05

Storage and equipment charges slip through

Free time expires unnoticed, and demurrage and detention are worked out afterwards from memory and spreadsheets.

06

Finance rebuilds the shipment

Invoices come from a different record than the one operations worked from, so a dispute takes days to untangle.

How it works

From quote to invoice on one record.

The same shipment record follows the cargo through every stage, so nobody starts again from an email.

  1. 1

    Quote and book

    Capture the cargo once (dimensions, category, consignee) and price it from your own tariff, including by the cubic foot. Keep the booking on hold until a person approves capacity.

  2. 2

    Receive and identify

    Every pallet, container and vehicle gets an identity and a barcode/QR code at the dock, with condition photos, so each receiving scan becomes part of the shipment history.

  3. 3

    Plan the voyage

    Build the voyage, allocate dock space and stowage, and watch the manifest take shape as cargo is accepted.

  4. 4

    Sail and stay informed

    Milestones such as departed, arrived and customs staged update the shared record, and customers and partners are told automatically.

  5. 5

    Clear and deliver

    Generate the Bill of Lading, delivery orders and regulatory filings, including Puerto Rico e-manifest and AES/EEI workflows, from the same data.

  6. 6

    Bill and reconcile

    Invoices and ledger entries are created when the job completes and synced to your accounting system, with demurrage and detention accrued per container.

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.

01Quoting and booking

Configurable quotes and tariffs

Price by cubic foot, weight, category or item using your own rates, minimums and surcharges, and keep approval steps wherever a person needs to decide.

Customer rates, credit and wallet

Apply negotiated rates and discounts per customer, and check credit limits and prepaid balances at booking so cargo is not accepted against an account that cannot cover it.

Booking holds and counter bookings

Hold space until it is approved so a request is never mistaken for a confirmed booking, and take walk-in bookings at the counter with the customer record and payment in one flow.

02Cargo and voyage handling

Pallet, container and vehicle records

Track each piece with barcode/QR identity from receiving to consignee handover. Vehicle records carry the details a vehicle needs, such as its VIN.

Condition photos and special-cargo flags

Capture photos and damage notes at receiving, and flag hazardous, oversized or temperature-sensitive cargo so it gets the right handling and paperwork.

Voyage scheduling, manifests and charters

Plan scheduled sailings and charter voyages, allocate dock space and generate manifests from the cargo that has actually been accepted.

Equipment and asset tracking

Keep records of containers, chassis and other equipment, including which customer holds them and for how long.

Car carrier and RoRo operations

Receive vehicles by VIN with condition photos, place them in deck lanes and issue the manifest by VIN. VIN extraction reads the number from a photo or a spreadsheet, so nobody types 17 characters by hand.

03Documents and compliance

Bills of Lading and documents

Master and house Bills of Lading, delivery orders and commercial invoices, produced as PDFs straight from the shipment record.

Regulatory filings

Prepare Puerto Rico e-manifest files and follow AES/EEI filing status from the booking data, so what you declare matches what you loaded.

Digital insurance waivers

Capture signed insurance waivers with the booking instead of collecting paper forms.

Arrival notices and delivery orders

Notify consignees when cargo arrives and issue delivery orders when it is released.

04Money and customers

Demurrage and detention

Configure free days and tiered daily rates, accrue charges per container and see which containers are about to run out of free time.

Automatic invoicing and accounting sync

Create invoices, taxes and fuel or other surcharges when the job completes and sync the entries to your accounting system.

Customer portal and notifications

Customers book, track and download documents themselves and are notified as milestones change, which takes status calls off your team.

Reporting, dashboards and the AI assistant

See bookings, revenue and outstanding balances by lane, customer or period, and let the AI assistant answer routine status questions and read uploaded manifests for your team to review.

Every team, one record

What changes for the
people doing the work.

Commercial and customer service

  • Quote and confirm without re-keying
  • Answer "where is my cargo?" from one screen
  • Customers self-serve documents and status

Pier and terminal

  • Scan cargo at receiving instead of ticking a list
  • See stowage and the manifest build in real time
  • Flag exceptions with an owner and a next action

Operations and compliance

  • Prepare filings from booking data
  • See which shipments still need information
  • Keep one manifest, not several versions

Finance

  • Invoices come from the same record operations used
  • Storage and equipment charges accrue automatically
  • Ledger entries sync to your accounting system
Keep 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.

  • Accounting and ERP (NetSuite and others)
  • Payment gateways (Stripe, PowerTranz and others)
  • EDI order feeds from trading partners
  • Puerto Rico e-manifest and AES/EEI filings
  • Customer portal and notifications
  • QuickBase and other operational tools

Connections are agreed and tested for each implementation. See integration pathways.

Getting started

A sensible first phase.

Most carriers start with the workflow that hurts most and add modules as it proves itself.

Step 01

Map a real voyage

We walk one recent voyage from quote to invoice with your team and note every re-keying, workaround and handoff.

Step 02

Configure and pilot one lane

Set up your tariff, cargo categories and documents for a single route, then run live bookings alongside your current process.

Step 03

Expand lane by lane

Add filings, demurrage and detention, partner feeds and the customer portal as each step earns its place.

Questions

Common questions

Can we keep our current accounting system?

Yes. Intelicargo is designed to connect to the accounting system you already run. Which records flow in each direction is agreed with your finance team during scoping.

Does this cover both cargo and passengers?

It can. Cargo, vehicle and passenger workflows share one platform, so a ferry operator can run both without a second system.

Can we price by the cubic foot?

Yes. Quotes can price items by cubic foot, weight or category from your own tariff, and minimums and surcharges are configured with it. Our free cubic-foot calculator shows the arithmetic.

Does it handle Puerto Rico and U.S. filings?

The platform includes Puerto Rico e-manifest file preparation and AES/EEI filing workflows. What you file, and how, is confirmed with your broker and the authorities during scoping.

How do customers see their cargo?

Through a customer portal and automatic notifications when a shipment departs, arrives, clears customs or is delivered. Which events trigger a message is configured with you.

What happens to our historical data?

Data migration is scoped for each implementation. We agree what history moves, what stays in the old system and who validates the result.

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.

Talk to Intelicargo