# Freight TMS Staff Operations Manual

## Sales Team
Sales staff manage leads, customer inquiries, quotations, follow-ups, customer communication, and quote acceptance.

### Sales Flow
1. Create or select customer from CRM.
2. Create sales inquiry with origin, destination, mode, cargo, and expected dates.
3. Search rate management for matching carrier/customer rates.
4. Create quotation.
5. Add charge lines, tax, margin, and validity.
6. Submit for approval if required.
7. Send quotation to customer.
8. Convert accepted quotation into booking.

## Pricing Team
Pricing users maintain buy rates, sell tariffs, customer-specific rates, surcharges, validity, and rate approvals.

## Operations Team
Operations users handle bookings, shipment/job files, milestones, cargo, containers, tracking events, documents, consolidations, exceptions, and customer status updates.

## Customs Team
Customs users manage declaration, HS codes, duty/VAT calculation, permit/license tracking, dangerous goods, compliance checklist, and customs release status.

## Transport Team
Transport users manage transport orders, stops, vehicles, drivers, dispatch tasks, POD, live location pings, and delivery exceptions.

## Warehouse Team
Warehouse users handle receiving, warehouse receipts, inventory, zones/bins, putaway, pick list, movement logs, cycle counts, damage reports, VAS, and cargo scanning.

## Finance Team
Finance users manage invoices, vendor bills, payments, receipts, journals, accruals, FX, bank reconciliation, customer credit, collection follow-up, and month-end close.

## Best Practice
- Keep every shipment milestone updated.
- Attach documents to the correct shipment/job file.
- Avoid editing approved finance documents without management approval.
- Always check customer credit before releasing documents.
- Use comments and tasks for internal collaboration.
