Shipmnts Pulse - What's New in Shipmnts App Q1

Shipmnts Pulse - Q1 2025



πŸš€ Welcome to Shipmnts Pulse where we share everything new & exciting that's launched in Shipmnts!

Info
This Quarter’s Shipmnts Pulse brings you a complete design and branding makeover of the Shipmnts TLM platform, the launch  of our Business Health Insights (Dashboards are dead), the Warehouse Cloud app in our TLM platform, the Rate and Pricing engine, an all-new quick inquiry and rate search experience, and more robust access control and authentication.

That’s right you have observed the change orange & black are the new blues, our TLM platform got a makeover and this is what a lot of you have been sharing with us and we quote
Quote
The app feels more lively and color-full, it's not white and blue anymore !!




πŸ’Ή Business Health Insights -πŸ”₯

The future of dashboards and analytics has arrived, we are super excited to announce the launch πŸš€ of Business Health Insights. Unlock your business’s fullest potential, spot growth trends and exceptions with actionable and trusted insights for everyone - CXOs, Department Heads and ground users
Unlock the super-power of your business’s data & make it work for you!
  • 🎟️ Spot Sales Trends - Re-engage leads which have are going to go cold, sport where the growth in sales is coming from and where is it declining, follow up on customers where business is declining and much more
  • πŸ’— Business Health -  Get a bird’s eye view of your business across the most critical business metrics - volume, revenue, expenses, profitability and receivables all in one place. Spot the risks early on and take corrective actions to plug them
  • πŸ“† Personalised Daily Dashboard - Personalised for each department of your business to spot what is pending, and what needs their immediate attention (Expiring Bookings, Expiring SI Cutoffs, Late SIs, BL release TATs, invoices pending, invoicing TAT, LFDs today, Late Gate-in and much more)
  • πŸ€– Personalised AI Insights - Welcome your personalised business analyst working for you. Make business decisions that save time and money with personalized, contextual, and intelligent insights from AI-generated responses and AI-driven predictions.
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    🍊Shipmnts got a glow up! -πŸ”₯

    All new Avatar, Shipmnts TLM has gone Pro 🍊
    Shipmnts has got a more fresh upgraded pro design system for better visual cues. All important actions and buttons are now in our updated brand colours instead of blue.


     

    πŸ”‹ Energised Productivity  

    βœ–οΈβž— Formula Fields: Revolutionize your workflows

    We turbocharged custom fields by supporting your favourite feature of sheets - Formulas! πŸ‘

    Shipmnts, Formula Fields allow for dynamic calculations of days between two dates, conditional logic to pre-fill values, mathematical functions to compute averages, percentages and mathematical computation of two numeric, enabling users to create dynamic and insightful lead, inquiry, order and shipment management workflows.
    Not Just workflows you can use custom fields and formula fields in business health dashboards too 🀯!
    With Custom Formula Fields Experience
    • Automated TAT calculation between two shipment milestones, track KPIs and add these TATs to your performance dashboard
    • Automated Last Free Date for detention calculation - add free days to ETA to get automated LFD
    • Automated exception triggers with simple if-else logic to tag shipments which have low margins, expired cutoffs and much more
    • Real-time progress update with dynamic status change based on which milestones are marked as completed
    Build any solution imaginable line categorizing, prioritizing, and managing shipments autonomously
    πŸ”΄πŸ”΅πŸŸ‘ Get better visual cues with improved Color Coding
    You asked and we delivered! Colour coding now enables you to see a complete row in the colour code you choose instead of just highlighting the - Customer name, Inquiry #, Order #, and Shipment # cells, enabling you to instantly highlight and spot key leads, customers, transaction types, statuses, exceptions, priorities and much more at a glance.

    ⏩ Faster way to push updates
    Push common updates on records in just a few clicks with more powerful bulk actions in all the workspaces in the TLM platform. It will enable you to
    • Assign color code to similar category leads, inquiries, shipments and orders in bulk to visually spot records of interest
    • Assign lead owner and sales rep to leads which have been imported from databanks in bulk
    • Assign or change team members (Sales, Pricing, Customer Service ...) on a customer in bulk
    • Assign pipelines and change pipeline status in bulk on leads
    • Add collaborators on a - shipment, inquiry and order in bulk to give access to your other team members when you go on leave
    πŸ—„ Smart Data Import
    Introducing Smart Data Import, to eliminate manual data entry, formatting headaches, and errors. Once mapped, your imports become a one-click process, helping you scale operations effortlessly.
    Smart Data Import intelligently identifies your sheet headers and tries to map them against standard platform fields, you review and make changes once and seamlessly import data the next time.
    It enables you to do hassle-free import of
    • Leads Data in bulk from various databanks like - DollarBussiness, Import-Genius ...
    • Ocean, Air and Road Freight Rate / Tariff  sheets from different carriers
    • Pre-alert shipments received in bulk from your over-seas agent or partner office
    • Product / Cargo items in bulk from a packing list on a shipment


    πŸ›‘οΈ Enterprise Security

    πŸ” Smarter, More Secured Authentication - Are you a human?

    We have made your business super secured with the launch πŸš€ of our new authentication system in collaboration with WorkOS, which powers authentication and secured sign-in for companies like OpenAI (ChatGPT), Plaid and many more

    Our new authentication system seamlessly enables your business to have
    βœ… Multi-Factor Authentication (MFA) β€“ We made your business user sign-in as secure as your banking login by adding an extra layer of security with OTP-based login (One Time Passcode) via authorised email, OTP via authenticator apps of - Microsoft and Google if you are subscribed to their enterprise services.
    βœ… Bot Detection - With AI agents getting more and more powerful, we made sure our log-in can seamlessly detect whether it’s your employee or an AI Agent / Hacking bot trying to log in
    Fine grained reporting & more flexible access control with Business Verticals
    Add a layer of enhanced access control, allowing you to view department wise overview reports, manage and control data visibility to users based on business verticals and departments with greater precision.
    βœ… Configurable & Flexible - Configure your business verticals as per your business division and department and set default values which should be prefilled in inquiries, orders, and shipment forms
    βœ… Access & Visibility Control -  Team members can now only access records for the business verticals they are assigned to. For example, the Ocean Export Forwarding team won’t have visibility into Air Forwarding or Ocean Import Forwarding records

    image.png

     

    ⏩ Forwarding Cloud

    πŸ“‘ Supercharged Documentation Suite
    Unleash productivity and enhance your documentation team performance with significant improvements in our documentation suite
    1. Switch HBL - No need to clone your HBLs anymore as a workaround to generate Switch BLs. Seamlessly generate switch BL with industry-standard compliant workflow handling.
      Your CS teams can now share Switch BL instructions (Switch BL Shipper, Consignee and Issuing agent) from the shipment stage itself and when the documentation team generates the first leg HBL they will now have the option to generate the second leg HBL from the document actions. Release the second leg original with a proper check on whether the first leg HBL is surrendered or not and a credit control check on the customer 


    1. MBL for NVOs - No more Word Documents to prepare your MBLs as an NVOCC, just like HBLs now your team can seamlessly generate MBL Drafts with all your data flowing in from the shipment, Share them for approval with your customer, Record their approvals and Release final copies with credit control check from the app itself
    2. CAN with Charges - You can now send destination and other handling charges advice with the Cargo Arrival Notice itself, no need to generate CAN and then manually attach invoices to share CAN with customers
    3. Digital Signing of AWB - No more manual signing and stamping of AWB and other air documents. Upload the authorised signatory's sign and stamp in the app once you generate the handover set, the  system will automatically  apply the sign and stamp
    4. Improved eAWB Performance - we improved the performance of the e-AWB form by introducing auto-width columns in the charge table, enhancing dimension conversion, and streamlining data entry by skipping the charge code during tab navigation
    5. Empty Offload Letter for NVOs - issuing an offload letter for your inbound container movement is now super easy, instead of issuing individual offload letters you can issue a single offload letter for all the containers of a shipment in one go
    πŸ“ˆ Improved Booking Order Cancellation and Offload Flow
    We have improved the experience of cancelling a shipment to reduce friction and eliminate confusion.
    You will now have two actions on a shipment

    Cancel Shipment
     - you can mark a shipment as cancelled without marking the containers and shipment as offloaded. If you are using order management and you want to undo a shipment created by error, you can mark the shipment as cancelled and click on preserve order, which moves the shipment with all it containers back into the order stage and you can create the shipment again with corrections later

    Offload Shipment - 
    you can mark a shipment as offloaded in two use cases
    • Containers have been picked up but not gated in at port yet and the shipper is asking for a cancellation, containers will be returned back
    • Containers have been gate-in at the port and the shipper is asking for cancellation, containers will be returned with the back-to-town procedure applicable to it

     



    πŸ’Έ Sales Cloud

    Simplified Inquiry Flow

    Reduce time to quote to customers with quick inquiry form. Skip the hassle of lengthy forms β€” log customer inquiries faster and more efficiently. Now, quickly add necessary details, jump to rate search & send templated quotes to customers within minutes.
    See how it works 

    Features
    Quick or Comprehensive β€” The Choice is Yours
    Whether you're in a hurry or need to capture every detail, we've got you covered. Use the Quick Inquiry Form to log essential information and respond swiftly to customers. Switch to the Detailed Inquiry Form for more comprehensive set of fields, ensuring accurate records and tailored solutions.
    image.png

    Cargo Handling Made Easy
    Add cargo by totals or individual packages for maximum flexibility. Upload an excel sheet directly to update dimensions or simply copy-paste details from any source into the cargo table. Effortlessly assign cargo properties and make sure your cargo is managed with accuracy
    image.png

    From Port to Door: Select your Routing Effortlessly
    Whether it’s port-to-port or door-to-door, routing is simple and straightforward. Choose your service type, and input contextual details like port of loading / discharge or pickup / delivery locations with PCR/PCD based on your customer's requirement. Routing made as easy as possible.
    image.png

    Explore and Compare Rates, All in One Place
    Search and compare rates quickly based on your inquiry details. View live and historical quotes together, and copy multiple options to create new quotes in seconds. Simplifying your rate search, every time.
    image.png

    Create Quote under a Minute
    Generate quotes quickly by selecting live or historical rates from Rate Explorer. Add your preferred markup type β€” either by value or percentage β€” and automatically calculate the sell rate. Accurate quote creation in just a few clicks.
    image.png

    One-Stop Rate Management Solution
    Maintain, Manage & Automate your Rates. Create a centralized hub for all your multimodal tariff rates & fixed charges with Rate Management Module. Upload your rate sheets once, and let the system automatically apply the right rates on every job. (will be adding a short loom of autoapplication)
    image.png🏭


    🏭 Warehouse Cloud -πŸ”₯

    🌟 What’s Inside Warehouse Cloud?
    We’re thrilled to introduce Warehouse Cloud, the latest addition to the Shipmnts TLM platform! πŸŽ‰ Now, you can streamline, optimize, and scale your warehousing operations from inbound shipments to outbound deliveries, all in one seamless system. 
    🌟 What’s Inside Warehouse Cloud?
    Warehouse Location Management β€“ Organize multiple warehouses, racks, and bins effortlessly.
    βœ… Inbound Shipment & Receipt Management β€“ Gain real-time visibility, manage receipts, and optimize putaway.
    βœ… Outbound Shipment & Picking Optimization β€“ Smart picking with FIFO, LIFO, and batch tracking for error-free dispatches.
    βœ… Powerful Inventory Reports β€“ Track stock movement, aging, and storage locations with actionable insights.
    βœ… Automated Storage & Handling Billing β€“ Simplify invoicing with automated contract-based storage and service charges.

    Integrated with Forwarding & Clearance Cloud, Warehouse Cloud helps you deliver end-to-end supply chain solutions to your customers with zero manual effort and maximum efficiency.

     


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