NaviTrans 2017 Capability Guide NaviTrans 2017 Capability Guide

Transcription

1 NaviTrans 2017 Capability Guide

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3 Page 3 of 11 NaviTrans Transport Transport Price Calculation Calculate in detail the internal cost of a transport. Based on realistic costs, sales price simulations are possible. Logistic Set-up Define parameters for customers and vendors, create transport addresses to store information about loading and unloading. Register opening hours and closing days. Set up vehicles, trailers, containers and other resources. Set up drivers, dispatchers, warehouse employees, mechanics and cleaners. Define ADR and waste information for goods and resources. Define transport qualifications for special resource requirements, for example a tail lift for a vehicle. Distribution Hub & Spoke Parameterize a multi-depot network for pickup and delivery of goods, using depot rules, based on weight or volume, and geographical zone division to insert depots automatically in transports. Set up fixed daily routes, including collections, deliveries and shuttles between depots. Transport quotes Create transport quotes containing detailed cost calculation combining vendor costs based on tariffs, internal costs and overhead. Calculate all-in sales prices. Assign transport quotes to contacts or opportunities* in the integrated CRM module. Combine transport quotes for one customer or prospect in transport master quotes containing basic contact data and/or general quote information. Approved transport quotes become model files from which transport orders can be automatically generated. Upon order creation the system will automatically look for approved quotes. If such an approved quote or model file exists for the registered origin and destination zone, the quote price will automatically be applied on the order. * Opportunities require Microsoft Dynamics NAV Extended Pack Departments and sub departments Define your business units as departments and sub departments for registration of transports, price allocation, planning, reporting and business analysis. Business units per transport modus (road, ocean, air ), type of load (full load, partial load), type of delivery (distribution, express) or destination. Tariffs Create simple tariffs such as price per weight, loading meter, or more complex tariff tables based on a level matrix with all possible combinations of departure and destination locations or zones. Fixed prices between two locations, pricing per service level, for holidays or weekends. Set up automatic pricing for transport, additional tariff for pick-up or collection. Pricing for cleaning, ADR goods, cash on delivery, waiting hours. Possibility to copy and adjust tariffs for new period, new customers. Distance, driving time, toll Geo-locate all addresses. calculate distance, driving times with different vehicles, toll and tunnel costs. Contacts Link transport quotes to contacts with the integrated CRM module (Microsoft Dynamics NAV). Create transport quotes from the contact card. Opportunities Create and follow-up on opportunities with the integrated CRM module (Microsoft Dynamics NAV). Create transport quotes from the opportunity card. Transport Order Registration Register transport orders (single shipment, multi shipment, collection, delivery, express delivery, container transport, groupage, forwarding ) from a customized order input page offering only the required information. Create multimodal transport files combining transport by road, sea, rail, air and inland waterways. Create time tables and register prices per shipping line.

4 Page 4 of 11 Model files Store repetitive orders in model files for future reference. Create orders from model files to avoid manual entry. Automatically create repeating transport orders for each day of the week. EDI Orders Receive orders from your customer with EDI. Create, modify and cancel transport orders through the NaviTrans XML structure. Troubleshoot and handle conversions during and after the import process. Transwide Integration Create and update transport orders from call-offs sent by the Transwide platform. Update loading and unloading times in shipment and planning. Send confirmation or rejection messages on receipt of the order. Send status update messages on execution (load, unload). Transporeon Integration Create and update transport orders sent by the Transporeon platform. Send confirmation or rejection messages on receipt of the order. Send status update messages on execution (load, unload). Web order entry Give customers the possibility to register transport orders via the e-navitrans Web order entry tool. Provide track & trace information and proof of delivery through the same web portal. Truck appointment Register truck appointments on the desired slot at the PSA Antwerp container terminals. Receive your Truck Appointment Register number electronically. Send the number to the On Board Computer of the appointed vehicle. Instructions For special requirements, set up recurring customer and transport address instructions. Add one-time instructions to transport files or for planning. Transport Planning Organize, split and combine transport orders to prepare for efficient planning. Filter, sort and group orders to plan, combining collections, deliveries, direct movements or shuttles with the same load and unload addresses or zones. Register detailed information in the individual load, unload, pickup, deposit actions. Plan on a day agenda or on a Timeline. Drag and drop transport files and trips on the timeline. Receive planning warnings when you plan on a resource that is not available or not suitable, a combination that is not allowed, of which the licenses are overdue. Automatically let NaviTrans combine transport orders in function of predefined zones. Planning Visualization and Automation Calculate distance, time, toll and CO2 on planned trips. Visualize planned time on timeline planning. Optimize the order of loading or unloading actions within a trip based on the location of the addresses and opening hours. View planned trips on a map or plan deliveries on trips from the map. Advanced Planning Systems Send transport orders to a 3 rd party advanced planning system* and receive optimized trips back. * List of brands included out-of-the-box available on request. Multiple resource planning Plan and combine multiple resources like two trailers on a vehicle or multiple drivers on a trip. Dispatching Control all actions that are executed, allocate correct prices, (re-)calculate distance and driving times.* Actions include: Insert/remove additional depot, hook off/on a trailer or container chassis from/to a vehicle at a certain address, split/regroup trip, performed by other resources, drivers exchange trailers at a given address, add multimodal transport, including transport via sea, rail, air or inland waterways, transfer goods to another vehicle or trailer, move goods to a given loading unit of a vehicle or trailer, add an extra action begin or end action. * Requires xserver

5 Page 5 of 11 Communication with drivers Send trip information and instructions to on-board computer units.* Receive back information about trips (mileage, start and stop times), vehicle position. Exchange messages to and from drivers. Information exchange in real-time or via batch. Send parcel information to mobile devices.* Scan parcels at the cross-dock depot or upon delivery. Store the proofof-delivery in NaviTrans and send notifications to your customer. * List of brands included out-of-the-box available on request. Alert Distribution Management Inform users of all kinds of events via alerts. users can subscribe to receive alerts via text message, mail, notification in the role center or via NaviTrans agent. Maintenance Follow up maintenance to vehicles, trailers, containers and other resources. Register spare parts, tires, fines and expiry dates of licenses and insurance papers. Invoice working hours and spare parts for repairs and maintenance. Crossdocking Combine parcel collections to the cross-dock depot. Unload parcels and scan to determine the destination and print labels. Move parcels to the correct shuttle quay or load directly onto the truck. Store damaged or unknown goods in the dedicated warehouse zones. Register and deal with anomalies. Check alternative route propositions. Fuel Register internal and external refueling of your fleet. Possibility to invoice external consumers who fill their tank at your fuel station. Damages Register and handle damages to resources & cargo. Subcontractors Sell transport orders or trips to subcontractors on the spot. Compare subcontractor price agreements or look up historical vendor costs. Plan subcontractor vehicles, trailers and drivers like your own. Automatically calculate costs on trips executed by subcontractors. Send settlement proposals for expected purchase invoices to subcontractors. Save time and effort by controlling and booking incoming purchase invoices based on these proposals. Weighing notes Register weigh bridge results to create weighing notes. Use weighing results as control of correct loading and unloading, based on first and second weighing. Cash on delivery Register received cash on delivery amounts per payment method, payments to beneficiaries and bookings in accountancy. Package management Register movements and exchanges of packages such as pallets. Follow up package balances at customers, suppliers or depots, monitoring minimum and maximum limits. Nonconformities Accidents, driver fines, customer or vendor complaints, cargo damage or internal issues; register and follow-up on all incidents that may occur while driving your business. Assign users, track the progress and know at any time who is responsible for taking the next step to handle the incident. Specify the entities on which you want to monitor the nonconformities or base your KPIs on. Cleaning Record vehicle or trailer cleaning activities, for example for tank trucks carrying foodstuff or dangerous liquids. Trip administration Add actual loading and unloading trip information, from on board computer or via manual input. Automatically add pricing for loading -, unloading - or cleaning time (based on actual weight or quantity). Invoicing Define invoice frequency and conditions per customer. Create sales invoices tailored to individual customer demands. Define document layout, sorting, and grouping per sub department or customer.

6 Page 6 of 11 Process invoices for single files or via the automated batch procedure. Approve individual services, exclude specific services or customers from the procedure. Track anomalies. Make invoice simulations. Automatically post, & print invoices Electronic Invoicing Distribute invoices electronically. Automatically add company style to PDF documents. Automatically attach conditions of sales and proof of deliveries to the . Link between WMS & TMS Create warehouse orders based on transport orders and vice versa thanks to the integration between the NaviTrans Transport & Forwarding module and the Warehousing. Accounting* Setup a company and its bookings for the chart of accounts, general journals, VAT declarations, periodic and recurring journals. Integrated data, intelligent transactions and powerful analysis and reporting possibilities allow you to spend less time and effort on your accountancy and tax administration. Additionally, the results are in compliance with business and legal requirements (online banking, VAT, Intrastat...). * For more information on accounting capabilities, we kindly refer to the Microsoft Dynamics NAV Capability guide. Profitability Calculate profitability of transports files, trips, resources based on factual data from on board computer or theoretical data calculated by xserver. KPI dashboard Define standard or personalized key performance indicators per company, department. Graphic presentation on a KPI dashboard or in the role center for each user, showing targets, evolutions and information sources. Analysis questionnaires Record quality information about transport and warehouse orders based on a set of questions, for reporting and improving service reliability to customers.

7 Page 7 of 11 Forwarding management Inttra Integration Create booking confirmation and Bill of Lading instructions. Receive status information messages on booking confirmations and Bill of lading instructions. Calculate prices Register detailed overview of all expected costs from subcontractors, shipping lines or other vendors on a quote. Create detailed or all-in prices to customers. Digital forwarding file Create forwarding files for international multimodal transport, including pre- and on-carriage. Register all relevant information within this single digital file. Business process management Create tasks to draw up bills of lading, airway bills, perform customs formalities, plan transport or execute administrative work. Combine tasks required to finalize different inbound or outbound air - or sea movements in the easy-to-use business process management tool. Generate services after task execution. Communication Communicate with customers, suppliers and other logistic stakeholders. Merge standard Word templates with the NaviTrans file information to produce personalized documents. Modify the merged documents with the full flexibility of standard Word. Print finished documents or distribute them as pfd per in a few standard clicks by using familiar Microsoft Office tools. Save finished documents in NaviTrans for future reference. Nonconformities Customer or vendor complaints, cargo damage or internal issues; register and follow-up on all incidents that may occur while driving your business. Assign users, track the progress and know at any time who is responsible for taking the next step to handle the incident. Specify the entities on which you want to monitor the nonconformities or base your KPI s on. Alert Distribution Management Inform users of all kinds of events via alerts. Users can subscribe to receive alerts via text message, mail, notification in the role center or via NaviTrans agent. Invoicing Define invoice frequency and conditions per customer. Create sales invoices tailored to individual customer demands. Define document layout, sorting, and grouping per sub department or customer. Process invoices for single files or via the automated batch procedure. Approve individual services, exclude specific services or customers from the procedure. Track anomalies. Make invoice simulations. Automatically post, & print invoices Electronic Invoicing Distribute invoices electronically. Automatically add company style to PDF documents. Automatically attach conditions of sales and proof of deliveries to the . Accounting* Setup a company and its bookings for the chart of accounts, general journals, VAT declarations, periodic and recurring journals. Integrated data, intelligent transactions and powerful analysis and reporting possibilities allow you to spend less time and effort on your accountancy and tax administration. Additionally, the results are in compliance with business and legal requirements (online banking, VAT, Intrastat...). * For more information on accounting capabilities, we kindly refer to the Microsoft Dynamics NAV Capability guide.

8 Page 8 of 11 Budget Control Compare the cost, originally budgeted by the sales department with the costs that actually occurred upon execution of the forwarding file and the cost that was actually finally invoiced by the service providers. Detect each anomaly and immediately react and correct where necessary. Automatically post, print and/or distribute invoices electronically. Automatically attach conditions of sales and proof of deliveries to the . KPI dashboard Define standard or personalized key performance indicators per company, department. Graphic presentation on a KPI dashboard or in the role center for each user, showing targets, evolutions and information sources.

9 Page 9 of 11 Warehouse Management Do quality control on incoming and outgoing goods and reply to quality questionnaires. Report results to customers. Track items based on serial numbers, lot numbers, expiration dates, party numbers or a combination of these tracking systems. Warehouse setup Define warehousing parameters for goods including stock keeping unit information, and variants for similar items. Parcels for unknown goods receipt allowing traceability in the warehouse. Define your warehouse organization in detail for full traceability: sites, warehouses, quay, reception, shipping, storage zones; dedicated zones for detailed picking, consolidated picking and value added logistics. Each zone with a number of bins per street where goods are stored. Storage classes for dedicated storage: bulk, rack, pallet or cold storage for one or more customers. Customer agreements Record price agreements for orders and cancelled orders, storage of goods, stock sales and execution of warehouse tasks, such as loading, unloading, packing, VAL or inventory tasks. Warehousing Optimization Calculate bin occupation degree and item rotation for optimization of the warehouse. Define put-away strategies per customer, item, or product group. Define picking strategies. EDI Orders Receive orders from your customer with EDI. Create, modify and cancel inbound & outbound orders through the NaviTrans XML structure. Troubleshoot and handle conversions during and after the import process. Web order entry Give customers the possibility to register inbound & outbound orders via the e-navitrans Web order entry tool. Alert Distribution Management Inform users of all kinds of events via alerts. users can subscribe to receive alerts via text message, mail, notification in the role center or via NaviTrans agent. Corrections Perform picking corrections for outbound orders that are already picked. Register unexpected return orders of goods refused by the customer or expected return orders for temporary use goods like promotional material. Deliver missing stock by use of backorders, with priority stock assignment in the put-away strategy, and a link to the original order. Reservations Guarantee deliveries based on reservation of goods and follow up already completed deliveries. Replenishment Replenish fixed picking bins automatically guaranteeing continuous stock for detail picking and optimal bin occupation. Inbound & Outbound Orders Create inbound orders, receive goods for registration in stock, including receipt checks and put-away into storage. Create outbound orders, pick of goods per order or consolidated for several orders respecting tracking codes, and delivery. Value added logistics (VAL) Register value added logistics or item transformations to create assemblies or dismantle to separate components, based on templates for multiple use. Warehouse tasks Generate tasks automatically upon creation of inbound and outbound orders. Manually add warehouse tasks for other jobs you want executed.

10 Page 10 of 11 Define default task times for monitoring and assign priorities to different tasks. Define which employee can be assigned to which kind of task based on workload, equipment available and/or employee competences level. Pre-calculate workload based on task execution times and personnel available on a certain day or shift. Warehouse employee agenda Plan tasks manually on the warehouse employee timeline agenda, automatically calculating execution times taking into consideration the competence level of different employees. Warehouse devices Send orders directly to mobile warehouse devices (scanners) for execution. Automatically let the system send tasks to mobile warehouse devices of the different employees, based on priorities, deadlines and the above mentioned restrictions and competences. Register and store times spent for future reference or to (re-)calculate default times. Quay Planning Monitor quay occupation by assigning a time slot for each order. Assign a parking place to trucks that arrive early or when all quays are occupied. Change stock with positive and negative stock corrections: to change tracking numbers, for lost stock or write off scrap. Yearly inventory procedure to count all items in stock at a certain time. Cycle count Cycle count procedure for periodical (weekly, monthly) count of items stored in the warehouse, allowing first and second counts, plan on a cycle count calendar spread over the year. Stock mutations & status changes Create stock sales to transfer goods from one customer to another and register the change in the warehouse stock. Register each pallet or item movement in the warehouse via internal transfer. Assign damaged, blocked, bonded, return status to goods to store in dedicated zones and make unavailable for picking. Stock consultation Provide detailed stock information to customers through the e-navitrans web portal. Invoicing Define invoice frequency and conditions per customer. Create sales invoices tailored to individual customer demands. Define document layout, sorting, and grouping per sub department or customer. Process invoices for storage, handling and periodical services. Track anomalies. Make invoice simulations. Electronic Invoicing Distribute invoices electronically. Automatically add company style to PDF documents. Automatically attach conditions of sales and proof of deliveries to the . Package management Register movements and exchanges of packages such as pallets. Follow up package balances at customers, suppliers or depots, monitoring minimum and maximum limits. Inventory Consult items in stock for quantity per item, per bin with details about tracking codes and historical stock movements, for finding stock differences. Link between WMS & TMS Create warehouse orders based on transport orders and vice versa thanks to the integration between the NaviTrans Transport & Forwarding module and the Warehousing. Accounting* Setup a company and its bookings for the chart of accounts, general journals, VAT declarations, periodic and recurring journals.

11 Page 11 of 11 Integrated data, intelligent transactions and powerful analysis and reporting possibilities allow you to spend less time and effort on your accountancy and tax administration. Additionally, the results are in compliance with business and legal requirements (online banking, VAT, Intrastat...). * For more information on accounting capabilities, we kindly refer to the Microsoft Dynamics NAV Capability guide. KPI dashboard Define standard or personalized key performance indicators per company, department. Graphic presentation on a KPI dashboard or in the role center for each user, showing targets, evolutions and information sources. Analysis questionnaires Record quality information about transport and warehouse orders based on a set of questions, for reporting and improving service reliability to customers.