PortAgent for Agents
Features
PortAgent™ is delivered in two versions as set out below. Core functionality is the same, but enhanced options are only available in the Professional version.
Central registers such as Shipping Companies, Ports, Port Authorities, Ships, Standard charges, Cargoes , Currencies and Exchange rates are all centrally maintained and where possible synchronized with external data providers. Localized data can be added and will only be available to the customer that added it.
| Features | Standard | Professional |
|---|---|---|
| Produce Estimate |  | |
| Automatic Calculation of charges |  | |
| Ship Line Up | | |
| Produce Statement of Fact | | |
| Produce Disbursement Account | | |
| Development of new forms | Full Fee | 50% Discount |
| Outbound Email | | |
| Inbound Email filing | | |
| Document Management | | |
| Alerts and Workflow Management | | |
| Interface to Financial system | Full Fee | 50% Discount |
| Promotional Banners on emails/prints | | |
Commercial
Using PortAgent you will be able to receive web queries either through a link on your own web site to PortAgent or through your account on the PortAgent website. (YourName.portagent.com)
Estimates can be created on the fly or based on existing web queries. It is also possible to create templates for recurring port calls. The automatic pricing mechanism (available in the Professional version) will calculate charges based on specific rules. Automatically generated prices can be changed manually.
Once internally confirmed the Estimate/Pro-Forma DA can be submitted to the relevant parties.
Based on the data that is collected a number of KPI reports are available, these reports can cover internal KPI such as:
- Days in which Final DA was sent
- Number of Supplementary DAs submitted
- Accuracy of initial estimate
- Lost appointments
The Ship Line Up is permanently displayed and shows all ships that are due or in progress. Details of all active ships can be accessed directly via the Ship Line Up list.
Operational
As soon as an agent is appointed operational events and activities can be recorded. The built in workflow engine can be used to create customized alerts.
The Estimate is automatically transformed into an Action list and purchase details can be appended against each task. Task progress for each ship can be tracked centrally.
As port operations progress events, details, volumes are recorded. Status update reports such as Arrival Reports, notifications of events, Statement of Fact can be submitted to the relevant parties.
Operational KPIs are available to report on Port Performance.
Financial
At this stage PortAgent does not provide General Ledger functionality, however financial transactions such as Disbursements Accounts, Funds Received and Adjustments are recorded. Funds received can be off-set against a port call, or against a customer.
Checking of invoices although most of the time performed by Operational staff is classified as a financial process. Invoices received are checked against the details In the Estimate and the task list. The invoice details are simply confirmed with minimal data-entry.
As financial data is accumulated it is possible to monitor the financial status of each account and ship.
Financial KPIs and control reports.
- No Funds Received
- Invoices not yet received
- Statements of Account
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