Eight things a customer came here to do.
What it does
It opens on what is waiting for them.
Fig. 1 — One telephone call, or one lookup.Illustrative workflow
The public site tracks without a login; behind it, quotations, documents, the balance.
Kim Trading Co — signed in
02 Sep 08:31 PDT
2 quotations are waiting to be acceptedOne expires Friday
4 shipments in progress2 ocean · 2 air
3 invoices with a balance$4,182.50
Paid invoices are not a task, so they are not on this screen.
The same object the desk sent.
Accepting it turns it into the shipment they watch tomorrow.
One rule
A list that got cut short has to say so.
1,955
Invoice lines that existed
88 of 176 invoices once drew “Lines 0” instead.
Zero is a number. It should not stand in for an unknown.
A customer cannot walk to the next desk and ask whether the number is real.
Get a demo
The demonstration is seen from the customer’s side.
A sign-in as one of the forwarder’s customers accepts a quotation. 45 minutes.