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6/14/22 WebXpress Transport Management Solution Apurva Mankad ECFY Consulting Pvt. Ltd. [email protected] w w w. w e b x p r e s s. i n For Express Cargo Industry

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Page 1: WebXpress Solutions TMS Express Cargo

April 18, 2023

WebXpress Transport Management Solution

Apurva Mankad

ECFY Consulting Pvt. Ltd.

[email protected]

w w w. w e b x p r e s s. i n

For Express Cargo Industry

Page 2: WebXpress Solutions TMS Express Cargo

Agenda

About WebXpress

WebXpress Solution Suite

WebXpress Solution Offering- Express Cargo

WebXpress Control Tower

WebXpress Mobility Solutions

WebXpress GPS Integration

WebXpress Finance & Accounts

Page 3: WebXpress Solutions TMS Express Cargo

April 18, 2023

About WebXpress

Page 4: WebXpress Solutions TMS Express Cargo

Company Snapshot

Genesis

Private limited company

Founded in November 2004

Based at Mumbai

Development centers at Mumbai & Surat

Technology

Web based technologies

Microsoft technologies

AJAX, C# .Net, SQL 2008, SSRS/SSAS

Mobile: SMS/ GPRS, Windows Mobile

Team Profile

Business Process consultants

Training and Process Head

Project Managers- 9+ years exp

System & database designer- 6+ years exp

Solution Focus

Transportation & fleet management

Warehousing

Supply chain visibility

Devices: Mobile, GPS

Business Intelligence

Customer Segment Focus

Logistics Service Providers (LSPs)

User of Logistics Services (LSUs)

Page 5: WebXpress Solutions TMS Express Cargo

Organization Chart

Chief Operating

Officer

Darshan Hadkar

Founder & CEO

Apurva Mankad

Head- Product Development

Ramashish Gupta

Module Leader Module leader

Development Team

Partners

Customers

Finance & Admin

Head- Project Implementation

Krishan Malik

Project

Manager

Project

Manager

Project Team

Business

Development Head

Brijesh Arora

Head- New Technology

Chaitanya Tembe

Page 6: WebXpress Solutions TMS Express Cargo

WebXpress Product Suite

Finance & Accounts | CRM

Business Intelligence- Qlikview/ Microsoft BI

DEVICES

Android

HHT

GPS

Bar Code

RFID

Sensors

B2B

Integration

Web Services

ANSI X12

RosettaNet

Allied Services: Managed Web Hosting | Connectivity

Customer

Portal

• Tracking

• Invoice

• Complaints

• Enquiry

• Contracts

• E-POD

WebXpress Product Suite

Order Mgm & WMSTransportationFleet Management

Home DeliveryCold Chain EXIM Containers

Page 7: WebXpress Solutions TMS Express Cargo

Why WebXpress?

Lineage

• Promoted by professionals

• From IT and logistics industry

• Global expertise for local needs

Support Infrastructure

• Online Customer Support Portal

• Telephonic and IM support

• Project Management Office

Domain Focus

• Undiluted focus on supply chain

and logistics

• Product focus with services

• Transaction to Analysis

Diversified Customer base

• Start-ups to industry leaders

• LSPs and user industry

• IT challenged to IT mature

The WebXpress Advantage

Proven Solution

• Over 2000 users, 1200 locations,

2 mn transactions per month

• Built in Industry practices

Ecosystem Approach

• One stop solution

• Web hosting to GPS to training

• Enabled through partners

A Technology Solution that works even at the Bottom of the Pyramid

Page 8: WebXpress Solutions TMS Express Cargo

WebXpress Customers

WebXpress is used by

Page 9: WebXpress Solutions TMS Express Cargo

WebXpress WMS Salient Customers

3PL PARTNERS

Deployments

Deployments

Page 10: WebXpress Solutions TMS Express Cargo

WebXpress Partners

Qliktech Inc

Business Intelligence Solution

www.qlikview.com

Microsoft

WebXpress is Microsoft Independent Software Vendor

www.microsoft.com

Motorola India

Enterprise Mobility Solutions Partner

www.motorolasolutions.com

Netmagic Solutions | CntrlS Data Center

Web Hosting Partner

www.netmagicsolutions.com | www.cntrls.in

Page 11: WebXpress Solutions TMS Express Cargo

April 18, 2023

WebXpress Solution Suite

Page 12: WebXpress Solutions TMS Express Cargo

WebXpress Product Suite

Product Description

Transport Management

System

TMS helps to manage all transactions such as load planning, tendering, placement,

load movement and delivery. Manages various business models such as FTL, Cold

Chain, Express Cargo.

Fleet Management

System

FMS manages fleet related operations for long haul, secondary distribution, taxi fleet

businesses. Also includes fleet maintenance, fuel management, expenses, document

and driver management

Warehouse

Management System

WMS helps to manage warehousing operations for a 3PL or a manufacturing/trading

organization. WMS is highly configurable to manage multi user facility and can

integrate with any ERP

Business Intelligence WebXpress products are integrated with Qlikview BI tool to offer analytics for data

generated. WebXpress offers ready to use BI templates to realize quick benefits of BI

Finance & Accounts WebXpress has a fully functional Finance & Accounts systems fully integrated with all

operations module of Fleet and TMS.

Data Integration WebXpress can be integrated with ERP such as SAP and Oracle to exchange relevant

information

Devices WebXpress applications can be integrated with variety of devices such as GPS, Hand

Held Terminal and also sensors such as temperature and fuel sensors

Page 13: WebXpress Solutions TMS Express Cargo

Solution Architecture

WebXpress

Application+

DatabaseServers

INTERNET

Internet Data Center.

• Branch Offices

• Area Offices

• Hub Centers

PC with Browser- IE 7+

High-speed Internet Link

FIREWALL

Serversat LSP

company

Interface System

Users at LSP company

HO personnel

Sys. Admin

Firewall Server

LAN

LSP company HO

Broadband connection

GPRS/3G connection

Page 14: WebXpress Solutions TMS Express Cargo

WebXpress Product Features & Controls

WebXpress TMS features

WebXpress TMS ControlsWebXpress TMS

Controls

WebXpress TMS Features

Page 15: WebXpress Solutions TMS Express Cargo

WebXpress TMS for Express Cargo Industry

Page 16: WebXpress Solutions TMS Express Cargo

WebXpress TMS Modules

WebXpress TMS

Vendor contracts Online accountsInvoice & payments

Customer contracts

Demand Management

TrackingOperations

Reports

Security management

POD Management

GPS SYSTEM RFID/BAR CODING MOBILE SYSTEM

Customer Self

Service Portal

• Tracking

• Invoice

• Complaints

• Enquiry

• Rates

• E-POD

• Octroi Rcpts

• MIS

EXPRESS CARGO SERVICE PROVIDER

Page 17: WebXpress Solutions TMS Express Cargo

Business Models Covered by WebXpress TMS

Business Model Description

Full Truck Load (FTL) Movement from customer warehouse to warehouse, without involving HUBS

Express Cargo Delivery Committed Time for door to door delivery employing hub & spoke network

Multi-modal Delivery- AIR and RAIL

Movement of car with Air and Rail movement as significant component

Parcel Delivery Godown pick-up and delivery with warehousing services

Local Delivery Intra-city Next Day Delivery

Packers and Movers Specialized module to capture entire life cycle from customer call to packing, moving and delivery

Milk run distribution Multi point pick up and drop for distribution of goods ex-warehouse

Home Delivery Solutions Work flow from sales at shop to warehouse dispatch to customer home delivery

Crossing Delivery for another transporter, handover to a partner transporter

Page 18: WebXpress Solutions TMS Express Cargo

WebXpress for Express Cargo

OPERATIONS

Booking of small parcels and LTL

consignments at branches

Consolidation at hubs

Hub to Hub movement on set routes

Transshipment to destination hubs and then

to branches

Delivery from branches using DRS

FINANCE

Transporter will charge customers for door to

door service

Transporter will deploy/ hire a vehicle

capacity and pay for km. run of vehicle

Transporter will manage all costs of booking

to delivery but charge customer a single

amount

Branch 1

C1 C2

Branch 2

C3 C..n

Transshipment Hub

Transshipment Hub

Branch 1

C4 C5

Branch 2

C6 C..n

Page 19: WebXpress Solutions TMS Express Cargo

Transportation Booking Process

Loading Sheet Preparation

Vehicle Contract

Docket Entry

Manifest Preparation

Pickup Run SheetPreparation

Booking Process

FMS- Trip Sheet Module

Customer Contracts

VendorContracts

Page 20: WebXpress Solutions TMS Express Cargo

Transportation Transshipment Process

Unloading Pre-alert Print

Load in New Vehicle

Manifest Preparation

Transshipment Process

Load in connection vehicle

Stock Update

Loading Sheet Preparation

Vehicle Arrival Update

Vehicle Unloading Report

FMS- Trip Sheet Module

Page 21: WebXpress Solutions TMS Express Cargo

Transportation Delivery Process

Unloading Pre-alert Print

Delivery Process

Stock Update

Delivery Run Sheet Preparation

Vehicle Arrival Update

Vehicle Unloading Report

Delivery Run Sheet Update Track & Trace

FMS- Trip Sheet Module

Page 22: WebXpress Solutions TMS Express Cargo

Transportation POD Movement

POD Process

POD Scan

POD Forward

Delivery Update

POD Receipt Acknowledgement

POD to Consignor with Bill POD to Next Location

Track & Trace

Page 23: WebXpress Solutions TMS Express Cargo

Invoice Process

Invoice

Bill generation

Docket BookingPOD Arrival & FinalizationDocket Financial Edit &

Finalization

Bill Collection

Bill submission update

Generate MRCheque: Deposit VoucherCash: Receipt Voucher

Update CBS & A/R

Page 24: WebXpress Solutions TMS Express Cargo

WebXpress Salient Features for Express Cargo Industry

Feature Description

Document Management • All documents are managed through a series management module

Paid and To Pay Controls • Specific Controls exist to manage to pay and paid outstanding

Route and Schedule

Management

• WebXpress helps to define routes and schedule for each route.

• WebXpress also has features to define optimum route for each

combination of locations.

E-POD using Mobile devices • WebXpress application can be loaded on a mobile device to capture

delivery details and also POD scan.

GPS Integration • WebXpress is integrated with GPS to provide real time view of

delivery and pick up vans and load in them.

Bar code management • WebXpress can help generate Unique Bar code Identifier (UBI) for

each box. This can be done using mobile printer or fixed devices at

customer premises.

• Bar codes can then me scanned to manage inward and outward for

all consignments

DEPS Management • WebXpress has an extensive DEPS management system to track all

missing and misrouted consignments

• WebXpress has tracking mechanism to record each DEPS case

Page 25: WebXpress Solutions TMS Express Cargo

Customer Contracts

Contract Features

• Business Model wise contracts- LTL, FTL, 3PL, IDT, Secondary Movement

• Pay basis wise plus Service Wise

• Multiple Active Contracts

• Single slab, Multi slab, FTL-Capacity based

• Rates- Per Kg., Per Ton, Fixed, Fixed + Variable

Contracts are enforced at time of docket entry

This reduces errors and also ensures revenue in line with contracts

Leads to lesser Invoice rejections thus better working capital

Page 26: WebXpress Solutions TMS Express Cargo

Vendor Contracts

Contract Features

• Contracts for long haul, local vendors, BA

• Fixed route, Per Kg., Per Km, Per docket

• Switching between multiple contracts

Contracts are enforced at time of VHC entry/ payments

Reduced mistakes in vendor payment, higher efficiency

Faster vendor payment, better service level from vendors

Page 27: WebXpress Solutions TMS Express Cargo

WebXpress TMS- Key Benefits

Real Time information visibility across Transportation network

Reduction in costs due to

• Reduction in data entry time and effort

• Measurement of transaction wise profitability

• Tighter control on vehicle deployment expenses

Increase in income due to

• Ability handle higher work volume with same investment in staff and facility

• Better service leading to better customer satisfaction, thus more business

• Better information on customers leading to targeted sales effort

Savings in working capital

• Smaller and more accurate billing cycle

• Faster collections

• Daily control on cash & bank across locations

Page 28: WebXpress Solutions TMS Express Cargo

April 18, 2023

WebXpress Control Tower

Page 29: WebXpress Solutions TMS Express Cargo

Customer Dashboard

Page 30: WebXpress Solutions TMS Express Cargo

Booking Dashboard

Page 31: WebXpress Solutions TMS Express Cargo

Booking Breakups

Page 32: WebXpress Solutions TMS Express Cargo

Yield Analysis

Page 33: WebXpress Solutions TMS Express Cargo

Delivery

Page 34: WebXpress Solutions TMS Express Cargo

SLA Measurement

Page 35: WebXpress Solutions TMS Express Cargo

Solution Offering: WebXpress Mobile

April 18, 2023

Page 36: WebXpress Solutions TMS Express Cargo

WebXpress Enterprise Mobility Technology

Microsoft Windows Phone

Independent Software Vendor for Microsoft

www.microsoft.com

Google Android

Business Intelligence Solutions

www.android.com

Motorola India

Enterprise Mobility Solutions Partner

www.motorolasolutions.com

Qliktech Inc

Business Intelligence Solution on Mobile

www.qlikview.com

Page 37: WebXpress Solutions TMS Express Cargo

WebXpress Mobility Architecture

Hand Held

Terminals

Windows CE

Windows Mobile

Tablets

Android 2.3

Android 4.0

Android Mobile

Android 2.2, 4.0

Cellular

Network

GPRS

3G

Wi-Fi

Customer Application/

WebXpress Solution

WebXpress Mobile

Application Middleware

Page 38: WebXpress Solutions TMS Express Cargo

WebXpress Android Capability

Android is world’s fastest growing Operating

system for Mobile Phones

Android is available across vendors such as

Samsung, HTC, Micromaxx

Android phones range starts from Rs. 3800

onwards, making it cheapest mobility device

Android is a Full Operating System, thus making it

possible to build feature rich applications

Thus, WebXpress has selected Android as

platform to offer its mobility solutions

WebXpress has a dedicated team of Android

developers who work closely with Product Team

to design Integrated Applications

Page 39: WebXpress Solutions TMS Express Cargo

Hand Held Terminal Vs. Mobile Phones

HHT

HHT are industrial quality, rugged, high

performance devices used for industrial

applications

HHT have a high endurance for dust, water,

heat and cold climate

HHT are backed by long term warranty and

support

HHT is mainly available in Windows

Operating system platforms

HHT can combine mobile phone, camera, bar

code scanner, GPS, smart card reader etc.

Applications are custom made for HHT

Good quality HHT cost in the range of Rs.

35,000 to 90,000

For high endurance applications,

WebXpress recommends HHT

Mobile Phones

Mobile phones are consumer devices

designed for multiple features aimed at mass

market

Mobile phones are relatively fragile and have

low tolerance for extreme conditions

Mobile phones have shorter warranty and

limited support

Mobile phones are available for Android,

Windows, Apple iOS

Mobile phones have camera, speakers, GPS.

Mobile phones can also use many general

purpose Applications or Apps

Mobile phones range from Rs. 6000 to Rs.

35,000 based on brand, feature

For mass usage but low intensity

applications, WebXpress recommends

Android Mobile phones

Page 40: WebXpress Solutions TMS Express Cargo

WebXpress Ready to Use Mobile Application

Page 41: WebXpress Solutions TMS Express Cargo

WebXpress Ready to Use Mobile Applications

WebXpress has already designed a set if mobile applications for Windows Mobile as

well as Android Platforms

These applications are integrated with WebXpress TMS, FMS and WMS

Thus, all that customer is required to do is purchase mobile devices, data

connections and load the mobile devices with WebXpress applications

All WebXpress applications are Security Enabled and access is through user name

and pass word only

Page 42: WebXpress Solutions TMS Express Cargo

WebXpress Mobile Applications for Transportation

Functionality Description

Transportation Booking

and Scan

User can enter CN data into mobile device

CN image can also be scanned and sent to server

CN and image can then be uploaded to server for completion of data entry

Booking can be done after login and only if CN is not already entered and

DCR is provided

Delivery

Information Update

User can enter delivery information for a given Consignment in mobile

device

System allows data entry only if DRS is prepared and CN is not yet

delivered

User can capture delivery date and time, delivery person etc.

Application also captures location if device is GPS enabled

POD Scan User can scan POD using camera function of Mobile device

POD image is then sent to server against CN number

CN number needs to be valid and CN must be delivered in system

Application also captures location if device is GPS enabled

Track & trace User can enter CN and get tracking information on mobile device

User can also view location of CN on map if GPS service is enabled

Page 43: WebXpress Solutions TMS Express Cargo

WebXpress Mobile Applications for Fleet Management

Functionality Description

Vehicle Tracking User can enter a vehicle number in mobile device

Application will retrieve vehicle tracking information and display on device

User can also view location of vehicle on map if GPS service us enabled for

that vehicle

GPS Tracking Mobile device with GPS service enabled can be given to driver or a vehicle

The device will capture GPS data and send the same to server

This information can be used to track the vehicle, check idle time, check

speed etc.

Accident/ Damages

Information

In case of accident, user can enter details on spot in mobile device

User can also capture photos and send to central server for future claims

process

Status Update Driver can use mobile application to update status of his vehicle using

mobile device

Driver can update information from multiple selection

System will capture GPS location of the device and status to offer picture to

customer

Page 44: WebXpress Solutions TMS Express Cargo

WebXpress Mobile Applications for Warehouse Management*

Functionality Description

GRN preparation User can download an ASN into mobile device

User can then scan each arrived item and enter arrived quantity

After completion of all items, system will prepare a GRN (Goods Receipt Note)

GRN information is uploaded in WMS/ ERP

Put Away ticket

update

User will prepare put away ticket in WMS and download put away ticket in mobile

device

User will then put away a given SKU as per put away plan

User will scan SKU and scan location to confirm put away

On completion of put away, ticket is closed and discrepancy reported

Pick ticket update User will down load pick ticket and visit location to pick SKU

User will scan SKU and location to confirm pick

If user finds SKU at different location, he will update the same in HHT

On completion of all pick, system will close pick ticket

Packing and

dispatch

At the dispatch area user needs to pack SKUs in cartons

He will download a dispatch note in HHT

He will scan SKU as he packs in boxes

On completion of a box, he will print a bar code label and stick onto the box

On completion of all boxes, system will print a dispatch note with box wise packing

lists* WMS application is available only on Windows platform for HHTs

Page 45: WebXpress Solutions TMS Express Cargo

WebXpress TMS Application- Select Screens

Page 46: WebXpress Solutions TMS Express Cargo

WebXpress TMS Mobile Modules

Android Application Windows Application

Page 47: WebXpress Solutions TMS Express Cargo

WebXpress Mobile Authentication

WebXpress mobile can be used only by

authorized personnel

On login, WebXpress will automatically

identify

• User name

• Rights

• Location of operation

• Document series

Thus, WebXpress mobile is a fully

secure application

Page 48: WebXpress Solutions TMS Express Cargo

Cnote/ docket entry

Android Application Windows Application

Page 49: WebXpress Solutions TMS Express Cargo

Cnote completion on WebXpress

Shows information entered at time of quick entry in Mobile device.

Page 50: WebXpress Solutions TMS Express Cargo

One Click POD Update

Page 51: WebXpress Solutions TMS Express Cargo

Enter/ scan Cnote number

Page 52: WebXpress Solutions TMS Express Cargo

Validation to ensure proper entry

Page 53: WebXpress Solutions TMS Express Cargo

Photo Capture Screen gets activated on Shoot & Upload

Click on Shoot and Upload button to

invoke camera function

Take a picture of POD- use flash if

required

Click on done button

WebXpress Mobile will now upload

POD automatically

Wait for main screen to appear again

Page 54: WebXpress Solutions TMS Express Cargo

View image uploaded through Mobile Application

Page 55: WebXpress Solutions TMS Express Cargo

WebXpress GPS Solutions

Page 56: WebXpress Solutions TMS Express Cargo

WebXpress GPS capabilities

GPS provides location, WebXpress makes sense of that location

Thus, WebXpress has devises applications around GPS data to enable an enterprise

to solve business problems such as Track & Trace, Impending Arrival Notification,

Proof of Delivery with GPS Signature etc.

WebXpress has built standard interface to receive data from multiple GPS providers

WebXpress has built Application to convert the GPS data into information relevant to

customers business needs

Page 57: WebXpress Solutions TMS Express Cargo

Vendor Neutral GPS Solution

WebXpress GPS Integrator Middleware

Server of GPS Service Provider A

Server ofGPS Service Provider B

Trailers with devices from A

Trailers with devices from B

Field team with

Mobile Devices

WebXpress

Applications

/ Customer

ERP

Qlikview

Business

Intelligence

layer

WebXpress

GPS reports

and maps

USER ACCESS LAYER

Computer

Tablet

Smart phone

Page 58: WebXpress Solutions TMS Express Cargo

WebXpress GPS Solution Diagram

Cellular

Network

GPS Satellites

WebXpressUsers

INTERNET

Mobile Receiver

GPS Tracker Box

GPS Tracker

Command

Center

Application

WebXpress

Application

GPS Module

Page 59: WebXpress Solutions TMS Express Cargo

Vehicle Tracking using GPS

Page 60: WebXpress Solutions TMS Express Cargo

Integration of GPS with WebXpress

Query based GPS status screen

Page 61: WebXpress Solutions TMS Express Cargo

Integration of GPS with WebXpress

Integration of VHC number and Route code

Speed calculation base don GPS data

Page 62: WebXpress Solutions TMS Express Cargo

Integration of GPS with WebXpress

Integration with Google Maps

Page 63: WebXpress Solutions TMS Express Cargo

All vehicles on India Map

Page 64: WebXpress Solutions TMS Express Cargo

Only selected vehicles shown for tracking

Page 65: WebXpress Solutions TMS Express Cargo

Specific Vehicle on Map with all details

Page 66: WebXpress Solutions TMS Express Cargo

Vehicle Running History

Page 67: WebXpress Solutions TMS Express Cargo

GPS enabled Consignment Tracking Status Details

Page 68: WebXpress Solutions TMS Express Cargo

Solution Offering: WebXpress Online Accounts

April 18, 2023

Page 69: WebXpress Solutions TMS Express Cargo

WebXpress Accounts- Salient Features

WebXpress has an Integrated Online Financial Accounts System compliant with Indian GAAP

About 80-90% of accounts transactions are posted automatically from operations system, reducing

data entry by over 80%

WebXpress Accounts helps customers to track P&L, TB and BS of every location individually

WebXpress Accounts provides and Online and Real Time view of Cash & Bank position of each

location

WebXpress Accounts follows a SINGLE and UNIFORM Chart of Account (CoA) across locations.

The CoA is controlled centrally and no location can add/ edit any accounts groups or ledgers

The sub-ledgers in CoA are created from Masters thus there is no need to create separate sub-

ledgers for every location

As a centralized CoA, there is no need to consolidate accounts of various locations. Accounts are

entered into a SINGLE CoA but referenced by locations

Page 70: WebXpress Solutions TMS Express Cargo

Understanding WebXpress Accounts Features

CENTRALISED & ONLINE ACCOUNTS

This means that locations can not change

accounts rules

Provides high integrity of accounts structure

As entries are entered across India, central

accounts can see the effects immediately

No need to get accounts data from across

locations and consolidate

AUTOMATIC & INTEGRATED

As operation transactions happen, relevant

account entries are automatically posted

No need to take transaction data to

accounting system and post manually

Saves data entry by over 70% as more than

80% of accounts transaction originate in

operations

For example, when a bill is generated, Billed

Debtor ledger is Dr. and Income Cr.. When bill

is collected Bill Debtor is Cr. and Cash/bank

Dr.

Page 71: WebXpress Solutions TMS Express Cargo

Understanding WebXpress Accounts Features

When Bill is Generated

Value Name Acccode Accdesc Debit Credit Narration

Sub TotalCDA0001 Billed Debtors 5050 0 WHEN BILL IS GENERATED BL/KNUN/07/700002

INC0001 Freight Income 0 5050 WHEN BILL IS GENERATED BL/KNUN/07/700002

S.taxCDA0001 Billed Debtors 606 0 WHEN BILL IS GENERATED BL/KNUN/07/700002

LIA00012 Service Tax Payable 0 606 WHEN BILL IS GENERATED BL/KNUN/07/700002

CessCDA0001 Billed Debtors 12 0 WHEN BILL IS GENERATED BL/KNUN/07/700002

LIA00013 Cess Payable 0 12 WHEN BILL IS GENERATED BL/KNUN/07/700002

H. CessCDA0001 Billed Debtors 6 0 WHEN BILL IS GENERATED BL/KNUN/07/700002

LIA00014 HE Cess Payable 0 6 WHEN BILL IS GENERATED BL/KNUN/07/700002

Automatic Posting Treatment Chart

All operational transactions are integrated with accounts as per pre-set accounting rules

These rules define instance of accounting, location and entry

The rules are set in accordance with Indian Accounting Standards as set by ICAI and in line with

Accounting policies of customer

For example, following rule sheet defines accounts treatment when bill is generated

Page 72: WebXpress Solutions TMS Express Cargo

Understanding WebXpress Accounts Features

EVERY LOCATION AS PROFIT CENTER

All accounting entries are posted in

WebXpress along with reference of location

Thus it is possible to view every ledger

filtered by a every location

This helps to check P&L, TB and BS of every

location individually

The location can be grouped by area or

region to get area wise or region wise P&L

analysis

REAL TIME CASH & BANK STATUS

All Dr and Cr entries are posted as

transactions are carried out

Cash/ bank is Dr./ Cr. as a result of these

entries

All transactions can be viewed in form of a

Cash & Bank statement

It is possible to view cash & bank statement

of ANY location from anywhere subject to

rights

Thus, management has an ONLINE & REAL

TIME idea of cash/ bank position of entire

business

Page 73: WebXpress Solutions TMS Express Cargo

Chart of Account

CoA features

Chart of accounts is specified in WebXpress

by company’s accounts department

CoA remains SAME for all locations and can

not be altered by locations

CoA is managed centrally and modifications

care carried out with approval from Account

Head/ CFO

WebXpress provides its own internal account

code to each account group and ledger

It is possible to also define company’s

internal accounts code against each account

or group

It is possible to add new account heads or

inactivate existing account heads

System accounts

Some of the account heads are also used to

post automatic accounting entries for

transactions

These accounts are embedded into

transactions

These accounts CAN NOT BE removed from

CoA, but names can be changed

Example accounts:

• Billed Debtors

• Sundry Creditors

• Cash in hand

Page 74: WebXpress Solutions TMS Express Cargo

Sub-ledgers from Masters

WebXpress removes need for creating sub-

ledgers for customer, vendors, vehicles,

drivers etc.

Accounting transactions are posted with

reference of relevant code

For example when Bill Debtor is Dr, system

also records customer code against that

transaction

Thus, ledger can then be viewed with

reference to a particular customer or vendor

as the case may be

This avoids need to maintain masters and

sub-ledgers separately and still provides view

of every sub-ledger

Accounts TransactionDatabase

Ledgers Masters

TRANSACTION

Page 75: WebXpress Solutions TMS Express Cargo

COA

COA Hierarchy

CATEGORY

• GROUP

SUB GROUP

– LEDGER

EXAMPLES

ASSETS

• Fixed Assets

Furniture & fixtures

• Investments

• Current Assets

LIABILITIES

• Share Capital

• Reserves & Surplus

• Current Liabilities

INCOME

• Operations Income

Freight Income- TBB

• Other Income

EXPENDITURE

• Operations cost

Transport Costs

• Personnel cost

• Communication cost

Page 76: WebXpress Solutions TMS Express Cargo

April 18, 2023

Thank You

ECFY Consulting Private Limited

Employing Technology for Business Benefits

www.webxpress.in

[email protected]

+91 93242 42802

APURVA MANKAD

Founder and CEO

WebXpress Profile on Linkedin