PNH — Live Operations Platform

Current Operations

Active shipments — send to Finance when ready to invoice

All Active Shipments

SS	Ref	MBoL	Shipper Ref	Client	Shipper	Consignee	Mode	Status	Origin	Dest	Cargo Ready	ETD	ETA	Exp Del	Billing	HVI	RTI	Inv	Action

Finance — Invoice Queue

Enter buy/sell rates and invoice number, then mark as Invoiced. Mark Paid to close to History.

Completed Shipments

Paid & closed

Reference	Paid Date	Client	Mode	Route	Sell (R)	Buy (R)	GP (R)	GP %

Sales Pipeline

Leads and quotes — convert a won deal into a new shipment

Quotes Tracker

All quotes sent to clients — accept a quote to convert it directly into a new shipment

Quote Ref	Date Sent	Client	Quote Type	Route	Value (R)	Status	Expiry	PDF	Action

Finance History

Invoiced shipments with supplier costs, customs/VAT and client invoice breakdown for funders

Revenue by Month

GP by Client

	Reference	Invoice Date	Client	Mode	Buy (R)	Sell (R)	GP (R)	GP %	Status

PNH funding register

Track funding applicants from enquiry to payout

Reference	Applicant	Contact	Facility	Stage	Requested (R)	Approved (R)	Next action date	Handled by

Management Dashboard

KPIs, team performance and business overview

Shipments by Status

Shipments by Mode

Revenue by Specialist

Top Clients

Sales Pipeline

Team Performance

Specialist	Active	Finance Queue	Completed	Total GP (R)

Supplier Payments Month

What we paid suppliers this month, and outstanding supplier payments across open shipments

Paid this month — by supplier

Supplier	Payments	Amount (R)

Outstanding — by supplier

Supplier	Open	Amount (R)

Paid this month — detail

Paid Date	Supplier	Amount (R)	Shipment	Started	Client	Ref

Outstanding payments

Due Date	Supplier	Amount (R)	Shipment	Started	Client	Terms

Status & Route

Status

Specialist

Mode

Origin

Destination

Via

Carrier

ETD

ETA

Expected Delivery

Cargo Ready Date

Billing Date

Incoterm

MBoL

Container Number

Weight (KG)

Volume (CBM)

TEU

FEU

Commodity

Parties

Shipper

Shipper Reference

Consignee

Transport & Insurance

Transport

Transport Ref

Transport Cost

Transport Charge

Vehicle

Insurance

Landed Value

% Rate

Premium

Flags & Comments

HVI

RTI

Invoiced

Ready to Invoice

Notify Client

Finance Comments

Client Requirements

Shipper Requirements

Shipment Access

Client Shipment Files

Drag & drop files here or click to browse

Milestones

Shipment History Details

Customer Report

Integration Details

Buy Costs — by Supplier

Payment terms and Paid/Pending are required for each named supplier. Terms: Current, 7, 14 or 30 days.

Total Buy: —

Customs / VAT / Duties Summary

Funder Breakdown

Invoice & Sell

Sell Rate (R)

Invoice Number

Invoice Date

Due Date

Payment Date

Customs, VAT & Duties

Customs Reference

Status

Declared Value (R)

VAT (R)

Duties (R)

Cleared Date

Notes

Internal — Invoice Pack

Drag & drop invoice files here or click to browse

Document Checklist

Tick items when received. Upload supporting documents per item.

Confirm Action