Logistics sector has various players, small & large, providing varying specialized services. Other than major operational activities involving Forwarding, Trucking, Warehousing there are players who provide value added services such Customs Clearance, Container Booking, Handling Unit Rentals and the like.  During delivery of such services, Logistics Agencies have to collect pre-requisite artefacts from their clients, prepare supporting paperwork, file regulatory norms and review progress. CodimBizz can be leveraged by Logistics Agencies to manage & deliver such services to their clients.

A Logistics Agency may offer a suite of the below mentioned Professional Services, but not limited to.

  • Export Handling Clearance
  • Import Handling Clearance
  • Container / Truck Booking

Thus a Logistics Agency as an example may have Directors, Staff servicing 100+ clients with the above mentioned professional services, can leverage CodimBizz to manage the below business process

Manage Client data | Using Client management module KYC details & documents about the client can be stored in the Documents section.  Further past records with the Logistics Agency or earlier Agencies of the client may be stored (in the Records section). 

Manage Projects |  This refers to the type of Professional Services that has defined set of steps to be performed by staff when delivering the committed Professional Services.  These suite of Professional Services and their associated Task breakdown may be stored as Task Templates by The Domain Admin who has permissions for the same.  Once defined it can be used to be assigned as a default set of Tasks when providing Services to clients.  A Service is referred as Project in CodimBizz. Project can be assigned to operational staff by Domain Managers (who are either Director or Owner or Manager) by cloning the Task Template and then modifying if there is a need to do so.  Once the Project is created it becomes available for the Domain Internal User to provide updates against the tasks of a Project as part of Executing the Project.  They can provide Text & Document updates against the task performed as part of the Project.  Once a Project is fully completed, select Documents pertaining to the execution of Project may be uploaded to ‘Records’ as part of client KYC details.  All tasks do not require Review and this can be flagged in the Task Template.

Manage Settlement | A Logistics Agency may have defined payment windows with their client.  For some it may be Monthly / Periodically or Adhoc.  CodimBizz supports generating of Invoice for the Project selected and added to the respective Invoice.   Tax commitments of the Logistics Agency can also to be incorporated as mandated by Law.

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