Shipmnts Pulse - Jan 2026
This month’s release turns Shipmnts into an even more connected command center for Sales, Finance, Forwarding, and TMS — with faster quoting, cleaner data, and tighter control from lead to ledger. Air and Ocean teams get smarter forms and contracts that understand real-world cargo and routing, Finance gains item‑level TDS, one‑click compliant invoicing, and safer ledgers, TMS Cloud moves to document‑driven planning with intelligent fuel and e‑way bill automation, and Mobile Sales CRM brings your full pipeline and inquiries to your pocket so deals never wait for a laptop.
✨ Check out what got updated in your favourite app Shipmnts.com
- Sales Cloud: Smarter Air and Ocean forms and contracts that capture real routing and cargo context, power faster quoting, and reduce manual clean-up.
- Finance Cloud: Item-wise TDS, one-click multi-invoice generation, cleaner GST posting, and safer ledgers that keep books compliant with less effort.
- Forwarding Cloud: Stronger air and ocean operations with structured data, better document flows, and fewer exceptions from booking through execution.
- TMS Cloud: Document-driven trip planning, tighter fuel cost control, and automated e-way bill handling so every run is faster and more predictable.
- Mobile Sales CRM: Full lead, pipeline, engagement, and inquiry management on mobile, so field meetings convert into trackable pipeline without waiting to get back to a desk.
Air Spots on Rate Search available now!
What’s New:
- View live spot rates, airline tariffs, and contracts in a single unified search.
- Compare spot vs contract options without leaving Rate Search.
- Auto-apply due carrier and due agent charges to chosen options.
- Generate and send customer-ready quotes in under two minutes.
- Reduce manual lookups and speed up response times on air inquiries.
Smarter Ocean Locals & Due Carrier Charge Automation
What’s New:
Ocean Locals, Due Carrier, and Due Agent charges are now configurable separately for buy and sell, can be fetched on quotes with one click, and auto-apply on shipments based on ports.
- Maintain separate buy and sell configurations for all local and carrier charges.
- Pull origin and destination charges onto quotes with a single click.
- Auto-apply charges on shipments using origin and destination ports.
- Ensure quoted charges flow through to execution and billing without rework.
- Reduce billing errors and shorten invoice turnaround time.
Smarter Ocean Freight Contracts – Beyond Port-to-Port
What’s New:
Define contracts for door-to-door, ICD-to-port, port-to-ICD, and similar routings.
Auto-apply contracts based on pickup address, ICD location, and delivery address.
Use smarter routing logic instead of relying only on POL and POD.
Surface applicable contracts directly in Rate Search alongside spot rates.
Improve quote accuracy for complex multimodal or inland-heavy shipments.
Service Contracts — Smarter, Faster, More Flexible
What’s New:
Service Contracts now support more chargeable bases, multiple buy contracts per shipment, and full buy + sell rate handling.
Setup chargeable basis handling such as CIF value, invoice value, and duty value.
Apply multiple buy contracts for different services on the same shipment.
Configure both buy and sell rates within service contracts.
Add additional rule parameters like BE type, stuffing, and destuffing locations for precise application.
Open contracts via Quick View from the Estimates tab without losing context.
Share contracts using branded print templates as digital rate agreements.
Faster & Smarter Air Forms - Future Ready for eBookings!
What’s New:
The Air Order and Shipment forms have been completely rebuilt to match the structure of other modes and to capture full routing and handling data in a consistent way. This includes door-to-door pickup and delivery details, leg-wise ETD/ETA for transhipments, standardized commodity categories, HS-code–driven validation, and IATA-aligned special handling codes with smart auto-defaults. The result is cleaner, structured air data that powers automated Air DSRs, improves planning and reporting, and lays the groundwork for eAWB and airline eBooking integrations in Q1.
Unified Air form structure aligned with Ocean/Road. End-to-end routing capture including door moves and all transhipment legs. Standardised commodity setup with HS code search and validation. Commodity-level special handling codes and temperature requirements are auto-populated where relevant.
What’s New:
Commodity and cargo capture is now structured, type-based, and driven by master data instead of free text, so the system only asks for what matters for each cargo type. Perishable and temperature-controlled cargo get contextual fields (perishable type, temperature, cooling method), HS codes are validated against system masters, and all cargo details live in a single, shared view across inquiry, order, and shipment. With 500 pre-seeded commodity types and self-manageable masters, teams get faster data entry, fewer errors, better compliance, and a system that truly understands cargo context.
Commodity-specific fields that adapt by cargo nature (perishable, temp-controlled, general).
HS code–based smart search with validation to avoid mismatches and rework.
Central Cargo Details tab across Inquiry, Order, and Shipment for unified visibility.
500 pre-seeded commodities and self-managed master data via admin.
Direct impact on fewer exceptions, better automation, and more reliable AI-driven workflows.
⚡️Enhancements in Forwarding Cloud
Forwarder’s Cargo Receipt (FCR)
You can now generate a Forwarder’s Cargo Receipt (FCR) from the same Ocean Export shipment flow as the HBL, using the same cargo and party data. This makes issuing FCR plus HBL faster, with fewer manual steps and better consistency across documents.
Generate FCR and HBL from a single shipment workflow.
Shared cargo, shipper, and consignee details across documents.
Reduced manual duplication in documentation.
Switch BL improvements
The BL type for the second leg of a Switch BL can now be edited independently, without affecting the first leg. This supports Seaway, Original, and E-BL options for the second leg while keeping the original BL data intact.
Update BL type (Seaway / Original / E-BL) for the second leg only.
No change to first-leg BL details.
More flexibility for downstream BL handling.
Manifest generation for direct shipments
Manifests can now be generated for Direct Shipments in both Liner and Agency scenarios, directly against the MBL in the shipment. This tightens the link between execution and documentation for direct moves.
Manifest generation is enabled for Direct Shipments.
Works for both Liner and Agency operation types.
Manifest automatically linked to the MBL on the shipment.
Item-wise TDS Handling on Purchase Invoices
What’s New:
Purchase invoices now support TDS at the item level instead of only at the invoice level, so each line can carry its own TDS section (194C, 194J, 194I, etc.) with accurate pre-GST calculation. The system auto-picks TDS from the supplier or mapped item, supports multiple TDS categories in a single invoice, redistributes any invoice-level TDS changes proportionately across items, and surfaces item-wise TDS in the Itemised Purchase Register for audit-friendly reporting.
Automatic TDS section and rate selection when adding items to a purchase invoice.
Learns TDS mapping from supplier/item over time, reducing master data effort.
Supports multiple TDS sections within one invoice with item-level calculation.
Proportionate distribution of invoice-level TDS adjustments across items.
Item-wise TDS visibility in purchase reports for easier audits and reviews.
Bank of America Integration - Direct Bank Posting
What’s New:
Invoices created in Shipmnts can now be sent directly to Bank of America (via Syncada) using the bank’s standard 310 Ocean Freight Receipt and Invoice format, eliminating manual uploads and template checks. The bank returns an acknowledgement within minutes, and Shipmnts assists with setup and mapping, giving finance teams a clear submission trail and better control over receivables.
Direct, API-based invoice posting for supported Bank of America customers.
Standardised, bank-compliant 310 format to avoid rejection due to formatting.
Timely bank acknowledgements with clear status visibility in the system.
Assisted with onboarding and configuration for each customer’s setup.
What’s New:
SEZ purchase invoices can now be configured to post GST under IGST automatically instead of being forced into RCM, based on a tenant-level setting. Once enabled, all SEZ purchase invoices follow the correct IGST posting, removing the need for manual corrections and ensuring consistent, audit-ready treatment.
Configurable option to post SEZ purchases under IGST.
System-driven GST posting instead of manual overrides.
Fewer booking errors and cleaner GST impact for SEZ scenarios.
One-click invoice generation (Quick Invoice Create)
What’s New:
SEZ purchase invoices can now be configured to post GST under IGST automatically instead of being forced into RCM, based on a tenant-level setting. Once enabled, all SEZ purchase invoices follow the correct IGST posting, removing the need for manual corrections and ensuring consistent, audit-ready treatment.
- Configurable option to post SEZ purchases under IGST.
- System-driven GST posting instead of manual overrides.
- Fewer booking errors and cleaner GST impact for SEZ scenarios.
⚡️Enhancements in Finance Cloud
⚡️Enhancements in Finance Cloud
Hide Zero-Impact Adjustment Entries in Ledger Reports
Ledger reports now include a toggle to hide adjustment entries where debit equals credit, so you see only entries that actually affect balances. This keeps reviews cleaner and reduces noise that can trigger unnecessary audit questions.
New show/hide toggle for zero‑impact adjustment entries.
Filters out debit = credit rows that don’t change account balances.
Helps focus reviews on entries with real financial impact.
RCM and Ineligible ITC on the Same Item
Purchase invoice items can now carry both RCM and ineligible ITC flags together, with correct GST treatment at item level. You can choose ineligible RCM taxability in GST details and override default taxability templates where needed, so GST impact reflects the actual business scenario.
Enable RCM and ineligible ITC together on a single item.
Configure ineligible RCM taxability in GST details on purchase invoices.
Override item taxability templates during booking when required.
- Search purchase invoices using supplier invoice number during payment entry.
- Faster and more accurate payment allocation against vendor bills.
Receipt Number and Date in Sales Register
Payment entry now supports searching sales invoices by receipt numbers captured at the item level, simplifying reconciliation where receipt references drive matching.
- This enhancement adds receipt number and receipt date visibility at the item level for clearer tracking and reconciliation.
- This is specifically applicable for reimbursement invoice where there is a receipt number and date of supplier invoice gets stored.
RCM Invoices Excluded from HSN Summary
HSN Summary reports now exclude invoices marked under RCM so they only reflect outward supply values, as expected for statutory reporting. GST posting and liability calculations remain unchanged; this is a reporting correction for accuracy and audit alignment.
- Invoices marked under the Reverse Charge Mechanism (RCM) are excluded from the HSN Summary
- HSN values now reflect only applicable outward supply transactions
- No impact on GST posting or liability calculations
Restricted Ledger Selection for Deductions and Write-offs
Receivable and payable ledgers can no longer be chosen in the deduction and write‑off sections of payment entry, preventing accidental creation or movement of open balances.
- Receivable and payable ledgers can no longer be selected in the deduction or write-off section of payment entry
- Prevents accidental creation or movement of receivables and payables
Restricted Use of Bank and Cash Ledgers by Entry Type
Bank and cash ledgers are now limited to Bank, Cash, and Contra voucher types, reducing the chance of incorrect postings in other entries.
- Bank and cash ledgers can now be selected only in Bank, Cash, and Contra entry types
- This restriction reduces mis-postings that complicate reconciliation
Faster, smarter TMS for everyday transport ops
What's New:
The new Shipmnts TMS Cloud release shifts daily transport work from manual data entry and scattered tools to document-driven planning, cost-intelligent trips, and built-in compliance. Upload a packing list to auto-create orders and loads, plan multi-load trips in a click, control fuel with route- and vehicle-based targets, and run fully integrated e-way bill flows without leaving the system.
Automated order and load creation directly from packing lists, reducing repetitive entry.
One-click multi-load, vehicle, and trip planning for high-volume dispatch teams.
Fuel control via ideal consumption and contracted rates by route, customer, vehicle, and load.
Automated comparison of planned vs actual fuel for quick reconciliation and leakage checks.
Integrated e-way bill workflows (Part A, Part B, validity extension) without switching portals.
Why this matters for transport teams
With this release, TMS Cloud becomes document-first instead of form-first, and gives you levers to manage cost and compliance proactively rather than reactively. Dispatchers gain speed, finance gets cleaner fuel and tax data, and operations teams spend less time firefighting last-minute e-way bill and trip issues.
Faster planning cycles from “document → trip” in minutes.
More predictable margins through structured fuel assumptions and checks.
Compliance built into the trip flow, reducing errors and last-minute fixes.
A clear path to upcoming capabilities like live vehicle tracking, automated container tracking, and mobile TMS for on-the-move management.
Mobile Sales CRM – Sell from anywhere
Sales CRM is now fully mobile
The new Mobile Sales CRM app brings Lead, Pipeline, Engagement, and Inquiry Management from web to phone, so your sales team can work deals end to end without a laptop. It’s built for on-the-move freight sales, covering everything from first contact to inquiry handoff and quote follow-up, in one app.
Capture leads instantly via business card scan and phone contact import.
See and manage only your assigned leads with the same pipelines and views as the web.
Research prospects, update qualifications, and move stages on the go.
Lead capture and engagement, without admin drag
Leads can be created at the moment of interaction at events, terminals, or client visits so details don’t get “parked for later” and lost. Calls and emails made from the app are logged automatically, giving you a complete engagement trail with almost no manual typing.
Scan cards to auto-create Leads, Contacts, and Addresses.
Call and email directly from the app with activity auto-logged.
Maintain full engagement history while sales teams focus on conversations.
From chat to inquiry to quote, in one flow
When a casual conversation turns into a concrete rate request, you can log the inquiry immediately and route it to pricing. Real-time notifications keep sales in the loop when quotations go out, tightening the loop between front-line meetings and back-office pricing.
Log inquiries on the spot when a lead asks for rates.
Assign inquiries to pricing teams directly from mobile.
Get notified when quotes are shared so follow-ups happen faster.
Why this matters for sales leaders
This release turns conferences and field visits into a structured, trackable pipeline instead of scattered notes and spreadsheets. Activity stays visible, follow-ups become timely, and web + mobile behave like one CRM, not two separate tools.
Less lead leakage from events and travel.
Better pipeline hygiene and measurable activity outside the office.
Faster follow-ups and higher deal velocity across the team.
✨ What’s coming next on Mobile
The app is the first step toward a more intelligent, always-on sales engine. Upcoming releases will add task management with smart prioritisation, rate search and quick quotes from mobile, and AI-powered text/voice-to-inquiry creation so updates happen naturally while you work.
Smart task management and focus mode to prevent missed follow-ups.
Mobile rate search and quick quote creation from your phone.
Text/voice-to-inquiry via a quoting agent to turn intent into structured demand.
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