Guides From the Systems We Build
Plain answers to the questions owners ask before they move a process off Excel and email.
PricingUpdated
How to Move Freight Pricing Off Excel
Moving freight pricing off Excel means putting your contracted and spot rates, incoming quote requests, approvals, sent quotes and follow-ups into one system the whole pricing team works in. Do it in order: map how a quote flows today with your pricers, agree the process, bring the rates in, run old and new side by side, then switch.
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Freight Quoting Software or a System Built for You?
Buy off-the-shelf quoting software if your quote flow is close to the industry standard and you need it running within weeks; have a system built around your process if the way you price is part of how you win and every product needs workarounds. The two can also work together: a rate platform can feed a system built around your own workflow.
Read the guideSalesUpdated
CRM for Freight Forwarders: What a Generic CRM Misses
A generic CRM tracks contacts and deals; a freight forwarder also needs lanes and modes on every deal, quotes tied to shipments, a win that counts only when the first shipment moves, and clear rules for who may work which prospect. You can configure part of this into a generic CRM, get part of it from your TMS vendor's CRM, or have a CRM built around your own sales method.
Read the guideFinanceUpdated
Importing Turkish E-Invoices Into Logo, Mikro, Paraşüt and Netsis
An incoming Turkish e-invoice is already a machine-readable UBL-TR file. Automatic import fetches it from your e-invoice integrator, links the supplier to its account by tax number, maps each line to stock, expense account and cost centre by rules you agree, separates VAT and withholding, and posts it through the accounting software's supported route; anything the rules cannot place waits for a person to approve.
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Matching Bank Transactions to Customer Accounts Automatically
Automatic matching collects bank transactions on a schedule, from statement files, the bank's own service or open banking, and links each collection or payment to the right customer or supplier account and its open invoices: first by exact keys such as an invoice number, tax number or IBAN, then by amount and date. Anything it is unsure of goes to a person, and approved matches post to your accounting software as collections or payments.
Read the guideReportingUpdated
Power BI Alternatives for Mid-Size Companies
If your managers do not open the Power BI reports someone built, another dashboard tool rarely fixes it. Pick the option that matches who asks the questions, where the data lives and who will maintain it: a lighter BI tool, the reporting inside your ERP, or reporting built on your own database that managers use by asking.
Read the guideFundingUpdated
KOSGEB Digital Transformation Support for Process Software
KOSGEB's SME Digital Transformation Support Programme is open only to small and medium-sized manufacturers (NACE Section C); it pays the interest on loans of 1 to 20 million TL from contracted banks for new software, hardware, machinery and equipment. Logistics companies (NACE Section H) are not eligible; manufacturers and food producers may be, if they meet the other conditions.
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How Quote Requests Get Read From Email Automatically
A system connected to your shared inbox reads each quote request, email body and Excel or PDF attachments included, into the fields a pricer needs, lists what is missing, matches the customer and the rates, and puts a prefilled request in a queue. AI does the reading; a pricer sets the price and a person approves the quote.
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