Overview
This module extends the Freight Management application to provide visibility on on-behalf payments within the shipment tracking view.
Key Features
- Adds a new "On-behalf Payments" section to the profitability sidebar on the shipment tracking kanban view.
- Fetches data directly from sale order lines marked as 'on-behalf-of'.
- Displays the collected amount and the corresponding partner for each on-behalf transaction.
Benefits
- Centralized Visibility: Consolidates on-behalf payment data directly into the shipment view, providing a single source of truth and eliminating the need to switch between apps.
- Accurate Profitability Analysis: By incorporating on-behalf payments into the profitability sidebar, businesses can more accurately calculate the financial performance of each shipment.
- Increased Efficiency: Automates the process of linking payments to shipments, reducing manual data entry and minimizing the risk of human error.
Which businesses should use this module
This module is ideal for:
- Logistics & Trucking Companies: That handle cash-on-delivery (COD) or other customer-related payments.
- Freight Forwarders: Managing complex financial transactions as part of their forwarding services.
- 3PL Providers (Third-Party Logistics): Offering comprehensive services that include financial settlements.
- E-commerce Businesses: That manage their own delivery fleets and handle on-behalf payments.
Supported Editions
- Community Edition
- Enterprise Edition
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