Clients Detail Tab
For the transportation and logistics industry, the Clients Details page offers an opportunity to build an intelligent interface with all the stakeholders involved in the consignment delivery. This includes customer and partner management, purchasing, and contract management, as it encompasses the interactions across all nodes in the context of policy, regulation, and contract requirements.
The Clients Details page in our BTMS System addresses the operational deficiencies and optimizes the business intelligence for greater operational success. Some of the major benefits for any transporter includes –
- Enhanced productivity – Our sophisticated Client Details module streamlines the general workflows for every department, thus automating the administrative tasks.
- Efficiently track the shipping activity – You could able to unify the multiple operations and track them in one place. Admin can also leverage the market information it offers and help the transporter maintain the competitive pricing and delivery operations against its competitors.
- Single platform for all the data – This page helps you access the constantly updated information for informed decision-making, thus streamlining the communication between staff members and clients.
- Appointment Scheduling – Help users check the availability of vehicles for loading and unloading items. Users will also receive notifications and alerts for scheduled appointments and circumvent issues when more than one vehicle arrives at a given location at a given time.
In this field you can enter the client/customer name to streamline the database of your client’s portfolio simultaneously. This tab allows you to leverage work done for other clients in the same field.
In this field you can enter the client/customer name to streamline the database of your client’s portfolio simultaneously. This tab allows you to leverage work done for other clients in the same field.
To further ease the shipping workflow and expedite the shipping, the client’s contact details such as WhatsApp number, SMS, Email, and all other contact details would be added and provided to the transporter, driver and the freight manager for timely delivery.
GST law requires you to maintain the GSTIN number for all your clients and customers. In the BTMS tool, the GSTIN is linked to the client’s firm address. This field also requires you to maintain the address for your own company and your company’s GST number. All you need to do is go to your client Page profile and add the GSTIN in the required field.
A transporter or vendor may have multiple clients depending on the various location from which they operate. Client code is typically a 3-20 digit code assigned by our system tool to uniquely identify each transport facility. The client code can be maintained to master the knowledge performance indicators (KPIs) at the time of shipping delivery, invoicing, consignment allocation, and much more.
Odds are you might come across the account details screen on more than multiple occasions during your day-to-day operation. This screen contains a wealth of client knowledge and can be helpful when troubleshooting an issue with a client’s account. This screen is divided into various sections as it helps in invoicing, pricing, and managing the recurring debits/credits, as each section gives you an insight into the transaction of each client.