Logistics Management Software Features

1. TGL ERP For Logistics
Product Feature Brochure
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2. Why TGL ERP for Logistics?
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● Smart interface
● Integrated modules for Road / Ship and Air Import
● Clean and Simple UI
● Excellent Notification Capabilities
● Many in built configuration options
● Better reporting Capabilities
● Efficient and robust Customer Portal for better traceability of the shipment.
● Scalable Solution

3. Application Dashboard
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4. Why us in Logistics ERP?
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● All modules are integrated (Sales, Purchase, Inventory, Invoices etc)
● Landed Cost Tracking
● Automated Customs Processes
● Multi-Currency
● Order Entry and Invoicing
● Warehouse
● Shipping Traceability (Lot Tracking)
● Inventory Management
● Contact Management
● CRM AR/AP
● General Ledger

5. CRM Module
Track leads, close opportunities
and get accurate status of leads.
● Pipeline management
● Custom Stages Creation
● Activities and calls
management
● Plan Next Actions
● Schedule Meetings
● Real-time overview
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6. Maintain 3 Workflows (Sea / Road & Air Import very efficiently)
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● Our ERP provides a very clean view to track of your 3 separate
workflows (Road, Ship and Air logistics)

7. Shipment Opportunity Master
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● Keep track of your all
details about your
shipment in a clearer
form
● We can add more
details on this form if
needed
● All the parameters can
be added here
whichever you want to
keep or have reports
on.

8. Shipment Opportunity Master
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● Keep track of your all
details about the
companies their
contact details and
address, website
reports on.
● You can also keep
marketing details and
references attached
to this opportunity.

9. Tracking Leads using your Team members
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● Keep track of your team members wise leads so responsibility can
be transparently managed.

10. Road Shipment - Stage Tracking
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● Keep track of your stage movement of Road Shipments
● At each stage we can define mandatory / non mandatory actions.

11. AIR Shipment - Stage Tracking
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● Keep track of your stage movement of AIR Shipments
● At each stage we can define mandatory / non mandatory actions.

12. Sea Shipment - Stage Tracking
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● Keep track of your stage movement of AIR Shipments
● At each stage we can define mandatory / non mandatory actions.

13. Tracking Leads using your Team members
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● You can give priority to
your clients
● The priority client will be
visible first at your team
members Dashboards
● Further, In colour codes at
the top you can see how
many activities are to be
done today in Yellow and
How many activities are to
be done in future (Green).

14. Keep Track of All Scheduled Activities
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15. Check all Mandatory / Non Mandatory Documents at a place
● We can keep certain documents mandatory without which the Status
of the shipment can not be progressed more (Ex. Commercial invoice,
packing list)
● We can also keep the supporting options documents separately like
EAC, COMESA, permit and specify type
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16. Check all Mandatory / Non Mandatory Documents at a place
● The system will generate an
auto generated Audio log for all
the major activities performed
on the Shipment.
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17. Checklist Development
● Checklist of all mandatory documents alongside date received
○ Airway bill and date received – for Courier
○ Commercial invoice – for courier
○ Packing list
○ COC/PVOC
○ IDF
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18. Country wise Rules
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● As per the requirement,
Parameters of Import to
every country is
different for Rwanda,
Uganda and Tanzania
● We can have different
logic set in workflow as
per client country.

19. Quotation Generation from the System
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● From the System, you can
generate clean and
professional Quotations Sales
Orders from the system and
share the same via mail to the
client.
● The Quotation can be
followed by SO, Proforma
Invoice and Invoice.

20. Sales Order Generation from the System
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● From the Quotation, you can
generate clean and professional
Sales Orders from the system and
share the same via mail to the
client.
● The Quotation can be followed by
Performa Invoice and Invoice.

21. Import Clearance
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We will be having a separate stage for import clearance which will be having mandatory
documents attachment feature for Import clearance
● Bill of Entry
● Amendment of Bill of Entry
● Green Channel facility
● Payment of Duty Prior Entry for Shipping Bill
● Bill of Entry Specialized Schemes
● Bill of Entry for Bond/Warehousing

22. Clearing Agent Master
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● We have a Clearing agent
master which contains
document checklist which
ensures legal and
comfortable passage
through border agencies
● All the details about the
clearing agents are centrally
stored.

23. Automated Landed Cost Feature
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● The landed cost factors such as duty, brokerage, freight etc. are
calculated and applied to items purchased.
● Inventory Valuation is done with price taking into consideration an
all inclusive inventory cost

24. Multi Currency Set Ups
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Our multi-currency system will allow you to specify different prices for each item
depending on the customer’s currency, and automatically account for differences in
exchange rates between transaction and settlement dates.

25. Customer Portal ● Customer can access Directly
Stage
● Customer Can access their SO
● Customer Documents Update
● Customer can access /
download their Invoice
● Customer can be notified on
Stage Change
● Customer Help Desk
● Live Chat for Quick Support
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26. Invoicing Module
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27. Customer Portal
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● Customer Will be able to see the details about all Shipments against their sales order that we
have confirmed.
● The list highlights Sales order number , Order date and amount total.

28. Customer Portal
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● Customer Will be able to see the
details that we will allow them to be
visible
● They can see the terms and
conditions
● Download the Quote and Sales
Order too.
● Further, we can develop to notify
the customer on stage changes.

29. Customer Portal
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● Customer Will be download our shared
document
● They can print from the portal
● They can see the terms and conditions
● Download the Quote and Sales Order too.
● Further, we can develop custom buttons to
notify the customer on stage changes.

30. Helpdesk - Support Ticket
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● Qualify your customers queries with a customizable website form.

31. Helpdesk - Support Ticket
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● Customer Response with Unique Ticket Number to be provided.

32. Helpdesk - Support Ticket
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● Customer Response with Unique Ticket Number to be provided.

33. Customer Notifications
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● We can develop to notify the
customer on stage changes via
Emails
● Documents can be added to the
emails
● Your own Templates can be
made as needed.
● Personalized Emails can be
composed on top of available
templates.

34. Live Chat Functionality
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● Using our Live Chat functionality
you can engage with visitors,
deliver real-time support to
customers

35. Invoice Module ● Create customer invoices
● Issue refunds
● Manage supplier invoices
● Payments terms
● Customers payments
● Print or send Customer Invoices or
Vendor bills by email
● Multi Currencies
● Invoices overview
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36. Invoice Status Tracking
Simplify your accounting Keep track of bank account movements and the status of
invoices. Use the status overview to help keep track of drafts, paid and unpaid invoices.
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37. Accounting Module
Generate Your reports, the way
you like them
Use Systems business
intelligence cubes to
report across any
dimension.
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38. Accounting Dashboard
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Clean Dashboard as an excellent time-saving tools you need to grow your business.

39. Account Receivables
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Clean customer invoices :
Invoices are easy to create, beautiful and full featured. (payment terms,
multiple taxes, discounts, price lists)
Draft invoice propositions :
Draft invoices are created automatically based on sales order
Advanced Payment terms :
Support multiple payments for one invoice, cash discounts, advance invoice
and partial reconciliations.
On-the-fly payment reconciliation :
When creating an invoice, our software suggests outstanding payments
automatically so that you don't have to reconcile it later.

40. Account Payables
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Control supplier bills
Compare the information appearing on the Purchase Order, the Vendor Bill, and
the Receipt to make sure you pay the correct bill
Forecast expenses
Get a clear forecast of your future bills to pay.
Employee expenses
Track employee expenses, from the recording to the validation and
reimbursement.

41. Dynamic Reports & Financial statements
● Profit & Loss
● General ledger
● Cash flow statement
● Advanced Taxes Management
● Consolidated Journal Report
● Balance Sheet
● Tax reports
● Tax Audit Report
● Consolidation
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42. Configurable and Scalable System
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43. Mobile Friendly
Get an instant access to all
accounting features, wherever
you are, on tablets or smart
phones.
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44. Human Resources
Modules
Integrated HR modules along with
your Core ERP
● Employees
● Recruitment
● Timesheet
● E Learning
● Expenses
● Fleet
● Leave
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45. Employee Master Data Set Up
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● Oversee all important
information for each
department at a glance.
● Restrict visibility of
sensitive information to just
HR managers, or make
other information public for
all employees to see such as
employee directory.
● Receive alerts for any new
leave requests, allocation
requests, applications,
appraisals, and more

46. Leave Management
● Manage employee leaves Keep track of all your employees leaves and their Approvals
● Allow employees to record their requests for vacation themselves, and get notified by email for every
new request. Decide to either approve them or to refuse them, and add a note to your refusal to give an
explanation to your employees.
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47. Business
Intelligence
● Scalability
● Custom Filters
● Custom Group By
● Dashboard Creation
● Graphical Reporting
● Simple Reporting Tools
● High Level Statistics using
default functions
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48. Robust Features : Scalability
● Our ERP System is easily
scalable, this means we can
customize application by
adding new functionality to
the system as per the needs
of logistics industry which
leads in minimizing the errors
and maximizing the profit by
saving time
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49. Robust Features : Improved Reporting
● An Improper reporting causes to an inefficiency in the operational work stems.
● With our Logistics ERP System, this possibility is eliminated as reporting follows
an automated report builder system, allowing various departments to access
information seamlessly.
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50. Robust Features : Business Intelligence
● Statistics about your data:
● Generate graphs and charts in just a click Create detailed reports and graphs in
any format you like without the need of an external program.
● Get statistics on any numbers in your company.
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51. Thank You
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