โ ๏ธ Invoice Warnings โ shipments in warehouse with no submitted receivable invoice
Date
AWB
Customer
File No
Pkgs In
Invoice Status
Label Fee
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โ ๏ธ
Incomplete Inbound Shipments
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โผ
Date
Business No
AWB
Customer
Expected
Received
Short
Created By
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๐ฆ Inbound Pre-Alerts
Created
Biz No
AWB / Bill No
Customer
Pkgs
Status
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๐ Outbound Pre-Alerts
Created
Biz No
AWB / Bill No
Customer
Destination
Pkgs
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โ๏ธ Recent Air Export Shipments
Created
File No
MAWB
Customer
ETD
Route
Status
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โ๏ธ Upcoming Departures
Recent Pending Air Imports
Created
File No
MAWB
Customer
Arrival Date
Weight (kg)
Status
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Air Export Shipments
ETD
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Ocean Shipments
Created
File No
MBL
HBL
Mode
Customer
ETD
ETA
Vessel
Voyage
AP
AR
Status
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New Ocean Shipment
Creates the shipment in ERP using the protected Ocean MasterId range after duplicate checks.
ๆฎ้ไปๅจ
Created
Biz No
Mode
Warehouse
Customer
Bill/HBL
Source
Cartons
Weight
AP
AR
Status
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Trucking Shipments
Created
Bill No
HBL
Customer
Trucking Co.
Finance Date
Pkgs
Weight
AP
AR
Status
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New Trucking Shipment
Creates the shipment in ERP using the protected Trucking MasterId range after duplicate checks.
All Air Import Shipments
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๐ก Click any row to expand shipment details, invoices, and sync options.
๐ฆ AWB Label Summary
๐ Scan / Search Label
๐ Label FolderNo folder selected
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Shipping Demand
From
Shipment Type
International Details
Required for international: destination country/code, receiver address + postal code, customs description, and customs value. FedEx usually requires AES ITN when value is over $2,500 per Schedule B/HTS, or when license/ITAR/controlled destination rules apply. Otherwise the portal can auto-fill the common FTR exemption.
To
Package
Package Details
Total packages1
Total weight0.00 lb
Enter each package's actual weight and dimensions. Use Quantity when several packages are identical. FedEx Multiweight and UPS Hundredweight receive every package separately.
Carrier Price + Transit Comparison
No rates yet
Carrier
Service
Source
Address Type
Action
Enter shipment details and click Compare Carrier Rates.
Recent Last Mile Shipments
Date
Shipment #
Customer
To ZIP
Carrier
Service
Price
Tracking
Status
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๐ฅ Excel Batch Labels โ Live Production
Upload Excel, quote every shipment, review the available carrier/service rates, and then confirm purchase of live production labels. Package rows with the same full sender/recipient address, contact, carrier, and service are automatically grouped into one multi-package shipment even when each box has a different reference number. Uploading and quoting never purchase a label. Shipments are purchased one by one to reduce duplicate-label risk. Carrier actual cost is never shown to customers.
Required columns: toName, toAddress1, toCity, toState, toZip, weightLb, lengthIn, widthIn, heightIn. Leave serviceCode blank for lowest/best rate, or copy a service code from sheet 2 of the template. Choose the billing customer below; labels created from the batch will be billed to that customer. Customer logins are locked to the company linked to their username/password. The template does not include customerName. If From fields are blank, the current Shipping Demand From / Ship From profile values are used.
Optional Excel columns: referenceNo, carrier, serviceCode, serviceName, fromName, fromCompany, fromAddress1, fromCity, fromState, fromZip, toCompany, residential, packageCount, note. Billing customer is selected in the portal, not inside the customer template. Review every selected rate before buying live labels.
Batch Preview / Results
No file loaded
#
Reference
Bill To Customer
To
Packages
Weight
Dimensions (L ร W ร H)
Carrier / Service / Rate
Status
Shipment / Tracking
Upload an Excel sheet, then click Quote & Review.
๐ฐ Last Mile Accounting
Similar to the XHong finance setup: maintain customer label-cost rules and prepaid funds. When a shipment is created, the matching rule charges the customer fund balance automatically.
Post Customer Deposit
Drop proof of payment here or click to upload
PDF, image, Word, or Excel up to 20MB
Customer Accounts
Customer
Code
Carrier
Service
Customer Charge
Balance / Amount Due
Negative Rule
Status
Action
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Fund Transactions
Date
Customer
Type
Shipment #
Method
Amount
Balance After
Proof
Note
User
Select a customer or refresh to view transactions.
โ๏ธ Last Mile Customer Settings
Create customer accounting rules here. Use โStop if below limitโ to block label creation when funds go below the allowed negative amount, or choose โAllow negativeโ for open credit.
Create / Update Customer
Portal Login (optional) โ create or update the username/password at the same time. For a sub account, the login is locked to that sub account under the selected parent customer.
Customer charge = carrier cost ร multiplier and/or + per-piece markup. Example: main customer 1.02 means they owe us cost +2%; sub account 1.05 means the sub account owes the main customer cost +5%. Sub account profit belongs to the customer; only the main customer charge affects our fund balance. Any Carrier / Any Service is the general default.
Customer List (Admin / Staff Only)
Customer
Code
Source
Shipments
Last Shipment
Action
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Carrier / Account Info / Ship From
Save carrier account information together with the Ship From address. USPS uses CRID/MID/EPS; FedEx and UPS can use the same profiles for sender/origin addresses.
Carrier
Account Info
Address
Carrier
Profile
Account Info
Ship From
Default
Status
Action
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๐ All Last Mile Shipments
Date
Shipment #
Customer
Carrier
Service Type
Quoted
Label Cost
Customer Charge
Fund After
Tracking
Portal Status
Carrier Status
Label
Action
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๐ฎ USPS SCANFORM
SCAN Form operation for USPS. This is preview-only right now โ it does not manifest labels or send electronic data to USPS unless Jack explicitly approves live SCAN Form creation.
SCAN Form Inputs
Paste one tracking number per line. Preview only.
From Address
SCAN Form Result
Enter SCAN Form details and click preview.
๐งช API LAB
Safe carrier API testing tools. FedEx and USPS are separated below. Production write calls stay protected; label/payment tools are preview/test-only unless explicitly confirmed.
FedEx API Tool
FedEx Result
Choose a FedEx tool and run it.
USPS API Tool
USPS Result
Choose a USPS tool and run it.
UPS API Tool
UPS Result
Choose a UPS tool and run it.
Unpaid Invoices
Select invoices for one customer to download a statement or send one grouped email.
Unpaid: โ
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Upload Payable Invoice
Excel template matches invoice rows to AP drafts by AWB. PDF/image still creates draft proposals for staff review.
Drop Vendor InvoiceExcel template to match and issue, or PDF/image for AI read
Review first, then select matched drafts
Open Payables
Review confirmed vendor invoices that are not settled.
Open: โ
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AR Payment
Customer payments successfully returned from QuickBooks.
0 selected
โ
Created Date
Payment Date
Payment No.
Customer
Amount
Method
Status
QB ID
Linked Invoices
Action
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AP Payment
Vendor bill payments from ERP, pending QB, and returned QuickBooks.
0 selected
โ
Created Date
Payment Date
Payment No.
Vendor
Amount
Method
Status
QB Payment ID
Linked Bills
Action
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๐ Profit Report
Admin-only profit view. Primary grouping and date grouping are separate, and the top totals follow the current result on screen.
๐ต
โ
Total Profit
๐ฐ
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Total Receivable
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Total Payable
๐ฆ
โ
Shipments
๐ท๏ธ
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Printed / Total Labels
Profit by Shipment
Click table headers to sort
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โ ๏ธ Profit Warning
Lists Air Import shipments whose margin is below that customer's weighted 2026 average margin by the selected percentage points.
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Warning Shipments
๐ฅ
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Customers
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โ
Warning Profit
๐ฐ
โ
Receivable
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โ
Warning Margin
2026 Profit Warning
Click table headers to sort
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๐ฏ Admin Dashboard
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๐ Monthly Profit (12-month)
๐ฆ Shipments per Month
โ๏ธ Weight per Month (kg)
๐ฐ Revenue vs Payable per Month
๐ท Profit by Business Line โ this month
๐ Shipments by Business Line โ this month
โ ๏ธ Warnings
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๐ Top 10 Profit Shipments โ this month
๐ฅ Top 10 Customers by Profit โ this month
๐จ Bottom 10 Loss Shipments โ this month
๐ต Top 10 Vendors by Spend โ this month
๐ฆ Portal Users (Portal Login Accounts)
These accounts live in t_PortalUser (not the ERP). Assign Admin, Office, Warehouse, or View Only access here.
Account
Name
Role
Note
Status
Actions
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๐ค Invoice Email Senders
Connects each portal or ERP login to its own GoDaddy Microsoft 365 mailbox. Invoice email is sent from the mailbox assigned to the currently logged-in user. Passwords are encrypted and never displayed again.
Portal Login
User
Send From
Password
Status
Updated
Actions
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๐ข ERP Customer List (ERP Sync)
Customer names/codes found in ERP Air Import, Air Export, and WMS Quick data. Payment term changes sync back to the ERP master customer.
Customer
Code
ERP Email
Payment Term
Credit Limit
Unpaid AR
Source
Shipments
Last Shipment
Action
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๐งพ Air Export Shipper / Consignee Presets (ERP Sync)
Manages Air Export shipper/consignee presets in t_BaseInfoShipperConsignee. These are the records used by the Air Export AWB shipper and consignee search fields.
Name
Role
Code
Unique Code
Address / Template
Contact
Flags
Action
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โ๏ธ Customer Invoice Email Recipients
Controls the To and CC recipients used by the Send Invoice Email button. The shipment customer code is matched first; ERP customer records are not changed.
Customer
To
CC
Status
Updated
Actions
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๐ Trucking Companies (Pre-Alert Pickup Emails)
Preset pickup emails used by the Air Import "Send Pre-Alert" action. Staff picks a trucking company on the shipment; the Authorization Letter, AMS Doc, and actual AWB are emailed there in one click.
Company
Pickup Email(s)
Note
Status
Updated
Actions
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๐ท๏ธ Customer Label Fee Rates
Auto LABEL FEE receivables use: label package count ร customer rate. Rates here are editable by admin staff.
Customer
Code
Rate / Unit
Note
Status
Actions
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๐ต Customer Quote Templates
Preset receivable charges grouped by customer. Add all charge lines for a customer together, and add more lines whenever needed.
Customer
Charge Lines
Active
Last Updated
Actions
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๐งพ Vendor Quote Templates
Preset payable charges grouped by vendor. Add all charge lines for a vendor together, and add more lines whenever needed.
Vendor
Charge Lines
Active
Last Updated
Actions
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โ๏ธ AWB Number Pool
Pre-issued MAWB numbers (ERP t_NumberAllocation) available for Air Export shipments. Assigning a number
here or picking one on an Air Export shipment writes/reads the same live ERP table, so status always matches ERP.
AWB Number โ
Airline โ
Imported โ
Batch โ
Status โ
Used By / Customer โ
Flight โ
Actions
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โ๏ธ ERP User Management
Account
Name
Department
Role
Tel
Email
Last Login
Status
Actions
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๐ฅ Confirm Receipt
๐ฆ Expected packages: โ
| If actual โฅ expected โ auto marked Complete. If less โ Partial.
๐ Create Outbound Pre-Alert
ORIGINAL SHIPMENT
OUTBOUND ENTRIES
๐ฆ Confirm Dispatch
SHIPMENT DETAILS
โ ๏ธ
โ๏ธ New Air Import Shipment
๐
Drop or load Air Waybill files
JPG, PNG, WEBP or PDF ยท AI prefills the form ยท PDF is saved as AWB for pre-alert
Label Source
Auto-set: BusinessDept = LCL NY ยท OperationDept = LCL NY ยท Status = Pending
Edit Air Import Shipment
If this shipment is already synced, the linked Cross Dock inbound record will be updated for AWB, customer, CTNs, and weight.
๐ฆ New Portal User
Leave blank to keep current password
For subaccount logins, this must be the parent/main customer that owns the balance.
Leave blank for main customer login. Fill this to lock the login to only that subaccount's labels/accounting.
Customer users only see shipments related to this customer, including Air Export. Accounting/profit is hidden from customer logins.
๐ข New ERP Customer
Creates a customer in ERP master table t_RelatedUnit. Customer Code can be blank to auto-generate KHYYYYMM###.
๐งพ Air Export Shipper / Consignee Preset
Saves to ERP table t_BaseInfoShipperConsignee. Duplicate name, customer code, or Unique Code is blocked.
๐ค Add Invoice Email Sender
SMTP Authentication must be enabled for this mailbox. If MFA is enabled, use its app password.
โ๏ธ Add Customer Invoice Email
Separate multiple addresses with semicolons or commas.
๐ Add Trucking Company
๐ต New Customer Quote
๐งพ New Vendor Quote
๐ท๏ธ New Label Rate
๐ค New User
Leave blank to keep current password
๐ซ
NO LABEL FOUND
๐งพ Issue Draft Receivable Invoices
Only checked Draft charge lines will be issued. Choose AWB or BOL to prefill every invoice number, then edit individual numbers if needed.
Check All
Charge Type
Customer
Qty
Price
Amount
Invoice No
Status
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๐งพ Issue Draft Payable Invoice
Only checked Draft payable lines will be issued. Enter the vendor invoice number that should apply to the selected lines.
Check All
Vendor
Charge Type
Qty
Price
Amount
Note
Status
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Selected total: USD 0.00
๐ต Receive Customer Payment
0 selected
This marks selected ERP receivable rows as customer paid pending confirmation. ERP remains the source for QuickBooks.
Selected Receivables: โ ยท Payment Total: โ
Invoice No.
Customer
Shipment
Charges
Amount
Search a customer or select unpaid receivable rows first.
๐ณ Make Payable Payment
0 selected
This marks the selected ERP payable rows as paid. ERP will continue sending payment information to QuickBooks.
Selected Bills: โ ยท Payment Total: โ
Invoice No.
Vendor
Shipment
Charges
Amount
Search a vendor or select open payable rows first.
โ๏ธ Select Invoices to Email
Click an invoice number to review its PDF. Check only the new/add-on invoices that should be emailed, or use Select All.