Customer Shipment (CS) Tabs Overview in Freightools
The Customer Shipment (CS) is structured into multiple tabs. Each tab controls a different operational layer of the shipment. Understanding their logic helps prevent data inconsistencies and operational errors.
1️⃣ Basic Information Tab
This tab contains the general shipment framework.
Main Fields Include:
- Country From / To
- Service Mix
- Service Trade
- Incoterms
- General operational attributes
These fields define the commercial and logistical structure of the shipment.
Bottom Section – Parties
Two different types of parties appear here:
Customer Partner (Sender / Receiver)
- Usually the contractual parties.
- Relevant for billing and commercial responsibility.
Shipper / Consignee
- The physical shipment parties.
- Used for HBL (House Bill of Lading) details.
It is important to distinguish between contractual partners and physical cargo parties, as they may differ.
2️⃣ Routing Tab
This tab displays the complete shipment routing visually.
Typical routing elements include:
- Pickup
- CFS / Hub
- Load Port
- Transshipment
- Discharge Port
- Delivery
Modifying the Routing
To adjust routing (for example, adding origin or destination legs):
- Click on the routing graphic.
- Move the relevant location icon.
- The system will open additional address fields based on your selection.
Important Rule When Removing a Leg
Before removing or modifying a routing leg:
- Ensure no economic activities are assigned to that leg.
Example:
If converting an EXW shipment with origin pickup into an FOB shipment, and there is an inland haulage activity from origin to load port:
- The inland haulage activity must be deleted first.
- Only then can the routing be modified.
Routing structure and economics are directly connected. Activities must align with the physical route.
3️⃣ Goods Tab
This tab contains all cargo-related data.
You can:
- Edit shipment goods details
- Enter weights, volumes, quantities
- Update cargo specifications
Any change in goods may affect pricing calculations.
4️⃣ Economics Tab
This tab displays:
- All operational activities
- Pricing details under each activity
- The supplier per activity
- The customer per activity
This is the financial structure of the shipment.
Important After Changing Goods
If goods were modified:
- Save the CS.
- Click Set Quantities.
This recalculates activity quantities according to the updated goods data.
Changing the Linked Sales Proposal (SP)
If the wrong SP was linked:
- Click Delete All Activities.
- New search fields will open.
- Search and link the correct SP or multiple SPs.
The system will rebuild the economic structure accordingly.
5️⃣ Process Steps Tab
This tab controls operational workflow and milestones.
Detailed explanation is provided in a separate article.
6️⃣ Printouts and Mails Tab
This tab centralizes communication.
You can:
- View all emails related to the CS
- Track outgoing and incoming correspondence
This ensures shipment communication is fully documented within the file.
7️⃣ History Tab
This tab provides a full audit trail.
It shows:
- All changes made to the CS
- The user who performed the change
- Timestamp of each modification
Reverting to a Previous Version
Next to each historical change, there is a revert icon.
Clicking it allows restoring the CS to that specific version.
This ensures traceability and recovery from incorrect changes.
Structural Logic Summary
- Basic Information → Defines shipment framework
- Routing → Defines physical movement
- Goods → Defines cargo
- Economics → Defines financial structure
- Process Steps → Defines operational milestones
- Printouts & Mails → Defines communication log
- History → Defines audit control
Each tab interacts with others. Routing impacts economics. Goods impact quantities. SP linkage impacts pricing.
Understanding these dependencies ensures cleaner shipment management.