Risk & Health
Which shipments need attention first.
- Open Risk & Health.
- Scan for High and Critical scores.
- Review route, milestone and congestion.
- Fix the missing data or assign follow-up.
Act on the highest exposure first.
Product Documentation
SHIPMANX
Complete User Guide
One platform. Every shipment. Zero panic. SHIPMANX connects every shipment, document and decision in one intelligent workspace—then turns live operations into actions your team can trust.
1
Connected Workspace
8
LIM Modules
30
Day Free Trial
$19
Per User/Mo
Live SHIPMANX Workspace
Your first four steps
1
Log in
Company Name, Username and temporary password. Add the 6-digit MFA code if your admin enabled it.
2
Company setup
Add your name, address, currency and logo so every document prints correctly.
3
Invite the team
Add employees and pick a role. They activate by email and can work straight away.
4
Add a shipment
Create the first export, import, domestic or sample record.
The navigation at a glance
Dashboard
Shipments
Documents
Rates
Reports
Action Center
Intelligence
Settings
Do this first
Set your timezone before anything else. Every scheduled report runs on it.
The daily loop
Open Action CenterStart with the critical and overdue work.
Review the signalOpen the shipment and check milestones, documents and owner.
Complete the actionContact the carrier, fix the document, update the milestone.
Confirm the outcomeSave, then return for the next priority.
What the intelligence modules do
Milestone Alerts
A milestone is missed or overdue.
- Open Milestone Alerts.
- Sort by severity and due date.
- Verify the date against the latest source.
- Update the milestone or assign an owner.
Overdue milestones become owned tasks.
Auto Tracking
Following containers, bills of lading or AWBs.
- Enter a valid BL, container or AWB.
- Open Auto Tracking and check the sync.
- Use Sync Now for an immediate refresh.
- Correct invalid references and retry.
Carrier events feed the timeline for you.
Carrier Analytics
Choosing a carrier or comparing lanes.
- Keep carrier, ports and dates complete.
- Open Carrier Analytics.
- Compare volume, on-time rate and delay.
- Use the same lane and date range.
Routing decisions use real history.
Work and documents
Action Center
Planning the day's work.
- Open Action Center.
- Start with Critical, then High.
- Open the linked shipment.
- Assign an owner and resolve.
One shared, prioritized worklist.
Document Revision
A document needs correcting.
- Open Document Revision Upload.
- Choose the shipment and document type.
- Upload the revised file with a note.
- Approve the final version.
Every correction stays traceable.
Freight Invoice Analysis
Checking a carrier invoice against rates.
- Save the agreed rate first.
- Upload the invoice.
- Check matched and mismatched lines.
- Save or export the report.
Overcharges surface before approval.
Smart Document Creator
Producing CI, packing list or quotation.
- Choose the shipment.
- Pick a template.
- Review parties, goods and totals.
- Preview, then print or save.
Documents stay consistent and fast.
Keep the intelligence reliable
Fix the source shipment rather than only dismissing an alert, so the next report stays accurate.
Settings at a glance
| Field | What to fill in | Where it is used |
|---|---|---|
| Company Name | Your legal trading name | Every document |
| Address | Street, city, country | CI and PL headers |
| Default Currency | Your billing currency | Quotations and invoices |
| Logo | PNG or JPG, at least 200px wide | CI header and reports |
| Address Blocks | Named address snippets | CI/BL issuer, PL shipper |
The export lifecycle
Booking
DepartureETD
At sea
ArrivalATA
Delivered
Create
Shipper, consignee, ports, ETD and ETA.
Reference
Carrier, MBL, HBL and container numbers.
Milestones
Gate-in, loading, departure, BL release.
Close
Delivery confirmed; the record is complete.
Why milestones matter
Milestone dates are what flag an overdue ETA or a late BL release. Without them, nothing can be flagged for you.
The import lifecycle
Booked
ArrivalATA
Gate-in
Customs
Delivered
Create
Shipper, consignee, ports and ETA.
Reference
Carrier, MBL, HBL and containers.
Documents
BL, CI and packing list received.
Clear & deliver
Customs clearance, then out-gate.
ATA tracking
Enable Shipping Line API tracking to pull vessel ETAs automatically. A manually entered ETA is still the fallback.
The domestic lifecycle
Created
DepartureETD
ArrivalATA
Delivered
Create
Shipper, consignee, origin, destination.
Reference
Carrier and AWB or tracking number.
Milestones
Departure, arrival and delivery.
Daily report
Emailed each morning to your team.
No CI or BL
A domestic move uses the AWB or tracking number as its reference.
The sample lifecycle
Created
ETD set
Dispatched
Delivered
Create
Shipper, consignee, origin, destination.
Courier
Carrier and tracking number.
Describe
Sample description and weight.
Confirm
Delivery confirmed by the courier.
From shipment to signed document
Generate
CI and packing list from the shipment.
Upload
BL, AWB and COO from the carrier.
Revise
Correct a document and keep the log.
Print
Print-ready view, or save as PDF.
Smart Documents
Templated CI, packing list and quotation documents fill themselves from the shipment record.
From rate to quotation
Store
Carrier, route, equipment rates, validity.
Search
Filter by carrier, origin and destination.
Quote
Pre-filled quotation, print or PDF.
Watch validity
Expired rates are flagged in the list.
How a daily report is built
Schedule
Set a delivery time per mode.
Format
Choose PDF, Excel or both.
Recipients
Comma-separated email addresses.
Test
Send a sample to confirm delivery.
Timezone note
Set your timezone first. After a timezone or daylight-saving change, use Test to confirm the delivery time.
What the dashboard leads with
| Tile | What it shows |
|---|---|
| Active Shipments | In-progress shipments across all modes |
| Closed Shipments | Completed shipments in your visibility window |
| Departures Today | Shipments with ETD today |
| Arrivals Today | Shipments with ETA or ATA today |
Customizing
Admins can show, hide and reorder tiles from Settings → Dashboard. Changes apply to the whole company.
Order to shipment
Draft
Approved
Ordered
Received
Linked to shipment
Classification decides the parties
| Order | Classification | Names | Follows |
|---|---|---|---|
| Purchase | Import | Outboard supplier | Import shipment |
| Purchase | Local | Local supplier | Domestic shipment |
| Sales | Outboard | Outboard client | Export shipment |
| Sales | Local | Local client | Domestic shipment |
Classify
Import/local, outboard/local.
Pick the party
The picker narrows to the right side.
Add lines
Each row totals as you type.
Link
Attach the shipment that carries it.
The picker follows the classification
An import order offers outboard suppliers only; a local order offers local suppliers only. A link that contradicts the classification is refused.
The gate pass lifecycle
Draft
Pending
Released
Printed
At gate
Raise
From warehouse demand or a shipment.
Approve
An approval may gate the release.
Print
The pass the gate surrenders against.
Surrender
Security accepts the load at the gate.
Outbound only
Imports arrive inbound and domestic moves travel on a waybill, so neither needs a gate pass.
From document to paid
Draft
Issued
Part paid
Paid
Closed
Raise
A sales invoice or a supplier bill.
Issue
An empty document is refused.
Record payment
Full or part, against the document.
Return
Only what was delivered can come back.
Where to find it
Billing lives under Billing → Workspace, and the operational reports (sales, purchases, stock value, margins, returns and freight recovery) under Billing → Operational Reports.
The core flow
Inbound ASN
Receive
Putaway
Allocate & pick
Ship
Receive
Check goods in line by line.
Putaway
Move received stock into a bin.
Allocate & pick
Reserve for a sale (FEFO/FIFO).
Ship
Release against a shipping order.
The ledger is append-only
Stock is never edited in place - a correction is a new movement, so every quantity can be explained.
Plan, load, consolidate
Plan
A projection of supply against demand.
Load
How a load fits a container.
Consolidate
Group orders into one shipment.
Read-only against stock
Planning reads the stock buckets but never writes one, so you can explore a plan without touching live inventory.
The complaint loop
New
Acknowledged
In progress
Resolved
Closed
Raise
Link it to the shipment it concerns.
Assign
The QC lead routes it to a worker.
Work it
A thread of notes, actions, evidence.
Close the loop
Optionally raise a credit note.
The client book
Client KPIs
Seeing the value of each client.
- Open CRM → Client KPIs.
- Scan the book value and last shipment.
- Drill into one client's history.
One client book, not a second address book.
Pipeline
Tracking deals that are not won yet.
- Open CRM → Pipeline.
- Set the stage and expected value.
- Watch the weighted forecast.
A forecast built from real stages.
Follow-ups
Working the day's client tasks.
- Open CRM → Follow-ups.
- Route a segment to a department.
- Push a task to an employee.
Follow-ups land in the notification bell.
Contacts
Keeping the address book current.
- Open CRM → Contacts.
- Add or import a contact.
- Log a note, call, email or meeting.
An append-only history per client.
How a checkpoint works
Reach it
A checkpoint sits before the action.
Enrol
Approvers are notified and asked.
Approve
The action is then allowed to run.
Refuse
The action is blocked, not clamped.
Start in monitoring mode
Monitoring mode records what would have been blocked, so you can adopt Governance safely before it gates anything.
The accounting handoff
Issue a document
Queued
Pushed
Confirmed
Configure
Set your system's push URL and profile.
Push
An issued document is sent automatically.
Webhooks
Subscribe to lifecycle events.
Stay idempotent
A retry updates, never double-posts.
Also here: the AI Assistant
The Integrations section is where you switch on the AI Assistant, a read-only helper you can ask questions in plain language. Turn it on under Settings → AI Assistant.
The scored outcome
Forecast
Shipment sails
Arrival known
Scored
A score cannot be changed after the fact
Each forecast is written once, when the shipment's arrival is known, so the accuracy page cannot be gamed after the fact.
Position, destination, ETA
Position
The vessel's latest reported location.
Destination
Where the master reports it is bound.
ETA
Falls back to the shipment's own ETA.
Sea freight only
Live position needs a valid bill of lading. Air and road shipments are tracked by their milestones instead.
The eleven tabs
Team
Shipping terms
Documents
Intelligence
AI Assistant
Dashboard Preferences
Notifications & Alerts
Automations
Custom Fields
Security
Backup & Restore
| Tab | What you configure |
|---|---|
| Team | Company details, logo, address blocks and the fiscal year start |
| Shipping terms | Default currency for freight rates and the quotations built from them |
| Documents | CI, PL and quotation layouts, numbering and signatures |
| Intelligence | Risk, health, milestone and finance thresholds |
| AI Assistant | Turn the assistant on or off and set its usage limits |
| Dashboard Preferences | Visible tiles and their order |
| Notifications & Alerts | Daily report schedule, format and recipients |
| Automations | Automation rules and their autonomy levels |
| Custom Fields | Extra fields on shipment records |
| Security | Password and multi-factor authentication (MFA) for your account |
| Backup & Restore | Export, upload and restore company data |
First setup tip
Fill in the Team tab (company name, logo, currency) first, then set the daily reports, before adding your first shipment.
Invite a teammate
1
Add employee
Name and email address.
2
Pick a role
Admin or User.
3
Send invite
An activation email goes out.
4
They log in
Set a password and start work.
| Role | Can do | Cannot do |
|---|---|---|
| Admin | Everything, plus users, settings, notifications and billing | — |
| User | Create shipments, upload documents, run reports, use rates | Manage users, change settings, view billing |
Shared live data
Everyone in a company sees the same live shipments, rates and documents. One person's update appears for all.
| Symptom | Likely cause | Resolution |
|---|---|---|
| Report emails not arriving | Sender domain or spam filter | Check Settings → Notifications, then the spam folder, then use Test |
| Scheduled report did not run | Timezone mismatch | The schedule is read in your browser's timezone - check the schedule time in Settings → Notifications & Alerts, then use Test |
| Document output looks wrong | Missing template or shipment fields | Check Settings → Documents and complete the shipment fields |
| Shipment not in the Action Center | The issue does not meet a threshold | Review the flag thresholds in Action Center Configuration |
| Cannot upload a document | Wrong format or too large | Use PDF, JPG or PNG, up to 10 MB per file |
| Rate not in the quotation | Rate expired or wrong mode | Check the validity dates in Rates → Browse |
| Supplier or client missing from the picker | Wrong order classification | An import order offers outboard suppliers; a local order offers local suppliers |
| Order will not link to a shipment | The link contradicts the classification | Match the classification: import → import, local → domestic, outboard → export |
| Sales line blocked from reserving | The item is not sellable | Only finished goods and general items may be sold |
| Shipping order will not release or print | An approval is pending | Get the approvers to sign off - they have been notified |
| Gate will not surrender a load | The shipping order is not released | Release (and print) the shipping order first |
Email support
help@shipmanx.com
Response within 1 business day
Response within 1 business day
Website
shipmanx.com
Product updates and trial signup
Product updates and trial signup