SBCBillingAnywhere

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Transcript SBCBillingAnywhere

The system of management and
financial accounting SBC
BillingAnywhere
Overview of SBC BillingAnywhere for the automation of
business processes of intermodal container shipping and
cargo customs clearance
Alexander Starshinin
General Director LLC "SoftBusinessConsulting"
SBC BillingAnywhere
Overview
Any business related to transport logistics, requires very careful management of
financial and productive resources, the possibility to get operational
information, monitoring movement of cargo at all stages of delivery and
customs clearance, minimizing staff in the processing of large volumes of
information.
SBC BillingAnywhere solution was created on the basis of years of work experience of
the SoftBusinessConsulting company with shipping agents and customs brokers involved
in maritime container shipping. It ensures effective implementation of automation tasks
of information of business processes within the company in the following directions:
– interaction with customers;
– transport logistics at all stages of cargo delivery;
– customs clearance;
– port forwarding;
– organization of settlements with providers and customers.
The concept of
SBC BillingAnywhere system building
SBC BillingAnywhere system is designed to provide management accounting for a
separate company as well as for the group of companies (holding company) in a single
centralized database.
The basic functions of the system
Contractors database organization
Registration of incoming and outgoing invoices for rendered services
Organization of settlements accounting with contractors on the basis of the cash
movement and cashless payments
Work with accountable persons (staff advances)
Organization of the database of agreements with contractors
Invoice payments history storage
Automatic generation of accounts receivable and accounts payable
Formation of management financial reports
Organization of comfortable system of payments to customers,
service providers, business partners that allows to organize the
timely and effective monitoring of financial condition and status
of the company stock for senior and middle managers.
Key features of the system
 Organization of management and financial accounting, as a separate enterprise, and
across an unlimited number of companies (holding company)
 Multi-currency system and the automatic formation of any cross-currency exchange
rates
 Rapid formation of payables and receivables
 Storing the history of the basic system data (customers book, currencies history, the
history of tariff plans, the history of changes in taxes, etc.)
 Differentiation of the users access level to the system data and functions
 Convenient, user-friendly interface
 Flexible mechanism for setting the system in the workplace of the Customer by
using special configuration parameters of system application
SBC BillingAnywhere solution card
for transport logistics
Sales Channels
Agents and Partners
Customer Service
Department
Affiliates
Analytics
Transport business
Finance
Customer orders
Contract
management
Container booking
Account payable
Cargo works
planning
Cargo tracking
Customs clearance
Account receivable
Rates and
agreements
Circulation of
documents
Customers
notifications
Daily reports
Reports generation
Lines and agents
Integration with
external IS
Supply processes
Customers and
contractors
Fixed assets
Advance reports
Funds
User access rights control
“Cargo information is important to the same extent as the cargo itself...”
The most important processes
Finance, mutual
settlements control
Finance
(Account payables
and receivables,
settlements)
Orders
management
Client side
(CRM, working with
clients, analytics)
Control
Management
Business Analytics
Operational
analysis
Transportation
planning and
execution
Transportation
management
Solution composition
SBC BillingAnywhere
Base composition :
 SBC Administrator – administration and configuration of
SBC BillingAnywhere system, user access control.
 SBC Finance - organization of financial accounting at the
enterprise regardless of its primary business (freight
forwarding, customs brokerage, trade or services).
 SBC Forwarding – application of automation of
forwarding business processes for containers shipping and
cargo customs clearance.
 SBC Customer Service – organization of interaction with
customers of freight-forwarding companies, application
implementing the functions of CRM (Customer Relation
Management).
Состав решения SBC BillingAnywhere
Дополнительные модули :
 SBC Rates
 Automatic notification of customers about order status via e-mail
 Customers web-portal SBC WebPortal
 CCD forms automatic downloads from declaration issue software(SigmaSoft, TKS, Alfa-Soft)
 The module which automatically uploads customers documents on
containers in orders database
 Module for automatic work with LLC «Rolis» system on cargoes in ports
PTK (Saint-Petersburg)
 The module for work with the lines in EDIFACT format
 Automatic interaction with cargo tracking system SBC CargoTracking
“SBC Finance“ application
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“SBC Finance" application is designed for the organization of financial
accounting at the company and is used to perform the following functions:
Enterprise contractors database maintenance
Maintenance of exchange rate reference book
Cash credit and debit orders, cash book registration
Accounting of non-cash movements on bank accounts
The organization of work with accountable persons (staff advances)
Invoice (business operations) credit-note journal maintenance
Organization of contractors agreement database
Payments posting (matching) on invoices or business operations
Automatic generation of accounts receivable and payable
Generation of various managerial financial reports
……….. and much more
Financial module structure
Incoming invoices
Income
Contractors database
Outgoing invoices
Invoices journal
Invoices composition
Expenses
Invoices
payment history
Payments
Cash
Advances report
Accountable persons
Analytic items reference book
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Gross earnings = ΣSout - ΣSin
Accounts receivable = ΣSout - ΣPin
Accounts payable = ΣSin- ΣPout
Non-cash
SBC Forwarding application
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“SBC Forwarding" application is designed to automate business
processes of companies involved in the rendering of freight forwarding
and customs services. Application key functions:
Contractors database maintenance
Reference book maintenance, which enables application work
(countries and cities reference book, goods reference book, containers
types, vessels reference books, etc.)
Orders for freight forwarding
Accounting of status of orders at each stage of freight forwarding
(shipment accounting, bills of lading input, multiple purchase orders,
customs declarations and other documents generated during the work
with customer orders)
Accounting of overhead costs for orders fulfillment on freight
forwarding (freight, transportation, storage, customs fees, etc.)
The organization of settlements with customers for completed orders
Generation of various statements that control the passage of customer
orders at all stages of work with them
User access control on orders (amounts, statistics, profitability, etc.)
Transportation management
Open architecture and scalability
 Easy to configure
 Reliability and
Transportation management
Planning
Orders
Agents
choosing
Booking
placing
Cargo delivery Evaluation
Payment
scalability
 Technical support
Event management
Operational
information
• Orders
• Planning CCD
• Shipment place application
• Bill of goods • Customs
payments
planning
Customer
Service
Department
• Rates
• Tracking
• Payments
Carriers
settlements
Customer
service
• Applications • Заявки на
доставку
for payment
• Invoice check • Контроль
доставки
Customs
clearance
Finance
Logistics
Carriers
Inner structures
Providers/customers
Forwarding module work principle
t0 – order registration
t1 – booking placing
t2 – booking confirmation
t3 – shipper shipment
t4 – vessel shipment
t5 – bill of lading registration
t6 – ETA (estimated date)
t7 – arrival date
t8 – vessel discharge
t9 – customs planning
Customer
Financial unit
Order Status
auto-notifications
t0
t1
t2
t3
t10 – CCD issue and submission
t11 – delivery to consignee
t4
t5
t6
t7
t8 t9
t10
Time axis, t
t11
Sea transportation
Destination port
Departure port
Transport
agent (line)
Shipper
Port forwarding
and customs
clearance
Consignee
Transportation management
Single process
Orders service
• Orders registration
• Route selection and
placement of booking
• Cargo delivery
Lines and agents • Information portals
Tracking • Transportation tracking in
real time
• Delay control
• Data exchange in
EDIFACT format
Accounts and
• Income and expense
finance
planning
• Invoice payments
• The calculation of
earnings per container
“76% of logistics managers in most companies do
not have the ability to track goods in transit.”
CRM
• Customers internet-portal
• Orders status auto-notifications
Customers internet-portal
SBC WebPortal
Full information about orders status
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Register of applications for goods delivery
Placed orders list
Getting timely information on order completion
Browse container events
Browse booking status
Viewing and registration of electronic documents
Cargo tracking
Customers internet-portal
SBC WebPortal
Cargo delivery order card
Contractors database
Customers order list
Filters in MS Excel style
Data selection period
Cargo customs clearance registration and
control
Data selection period
Automatic CCD download from
Sigma-Soft, TKS, Alfa-Soft
Documents for customs
clearance
Introduction examples…
The main sector of SBC BillingAnywhere solution application - freight
forwarders and customs brokers
Solution users
Group of companies «Baltlogistik Group»
LLC «Gepard»
LLC «Marine complexes and Forwarding systems»
LLC «Neva-Balt Northwest»
LLC «Avelana Logistik»
LLC «Rosmoravia»
LLC «Baltic trans-modal center»
Contacts…
LLC «SoftBusinessConsulting»
Phone: +7(812)332-35-46, +7(812)458-51-98
Fax: +7(812)332-35-46
Software department: [email protected]
Technical support department: [email protected]
Address: 198047, St.Petersburg, Stachek av., 47-208 (BC Sheremetev)