Forms Designer
Forms Designer is a built-in ERP tool that allows logistics teams to create, customize, or edit document templates such as invoices, delivery orders (DOs), airway bills (AWBs), packing lists, and arrival notices. It offers flexible design capabilities, enabling companies to modify layouts, insert logos, add barcodes, or adjust content to meet operational, branding, or compliance needs. This tool ensures documents remain professional, accurate, and client-ready at every step of the logistics process.
How Forms Designer Works in Logistics?
Using a drag-and-drop or code-based interface, the Forms Designer pulls dynamic data from ERP job files, such as customer details, cargo descriptions, charge summaries, and tracking numbers, and maps it onto a predefined template. Templates can be customized by document type, customer, or region. Once designed, these forms are stored within the ERP and automatically populated and generated when relevant actions, like shipment booking or invoice approval, are triggered.
Impact Across Logistics Functions
Sales and Customer Service
Custom templates ensure that client-facing documents like quotations and invoices follow the company’s preferred language, branding, and formatting, improving clarity and professionalism in communication.
Operations Management
Operations teams rely on clean, accurate DOs, AWBs, and container release forms for smooth cargo movement. Custom layouts help avoid confusion during handoffs at ports, warehouses, and delivery points.
Documentation and Compliance
Templates can be designed to include all required regulatory fields for customs and international shipping. This ensures every form meets documentation standards, reducing clearance delays and rejections.
Finance and Billing
Invoices and credit notes are generated in standardized formats, pulling values directly from ERP job files. Finance teams benefit from consistency in line-item detail, tax calculations, and currency presentation.
Management and Analytics
Managers can oversee document quality and consistency across branches or countries. Forms Designer also supports changes in response to regulatory updates or customer feedback, helping improve service delivery.
Conclusion
Forms Designer gives logistics providers full control over the look and content of essential shipping and billing documents. It simplifies template management while enhancing compliance, branding, and accuracy. In a detail-sensitive industry, this ERP feature ensures every document reflects professionalism and operational precision.