Product Documentation
SHIPMANX
Complete User Guide
Action-First Logistics Platform for Shipping Teams — covering every feature, from Night Watch to Rate Database, with real screenshots from the live system.
100%
Shipment Visibility
0
Spreadsheets
6
Core Modules
$19
Per User/Mo
Live Dashboard · Mar 2026
Live dashboard — KPI tiles, Freight KPIs, and Quick Actions (actual screenshot, March 2026)
SHIPMANX is a cloud-based logistics operations platform built for shipping teams inside trading, manufacturing, and sourcing companies. It replaces scattered spreadsheets, email chains, and morning guesswork with a single automated platform that delivers a prioritized action list every morning before 9 AM.
Core Philosophy
"Not a dashboard full of charts. A ready-to-run action list your team can act on the moment they open their laptop. Every flagged shipment includes a recommended next action — so your team knows exactly what to do, not just what's wrong."
Action Center
Prioritized task list built overnight, ready at 9 AM every day.
Core FeatureNight Watch
Automated overnight monitoring that flags every risk before your team arrives.
AutomatedDaily Reports
PDF + Excel summaries auto-sent to stakeholders before business hours.
Zero Manual WorkRate Database
Searchable freight rates — find and quote in seconds, not hours.
Faster QuotingBefore SHIPMANX
Most logistics teams spend 45–90 minutes every morning just figuring out what's urgent — before taking any action. Cargo not released for 30 days. Documents nobody can find. Clients calling to report delays your team didn't know about.
Spreadsheet Chaos
Exports, imports, docs scattered across 10+ files nobody fully trusts. Version conflicts between team members. No real-time view possible.
Morning Panic
Every day starts with "what's urgent?" — no clear answer before 10 AM. At-risk shipments discovered by clients before your team.
Missing Documents
BL, CI, AWB, courier proof — nobody knows who has what or when it's expected. Bank submission deadlines missed silently.
Manual Reporting
Hours spent compiling reports that are outdated by the time you hit send. Multiple groups needing different summaries with no automation.
Action Center header — "Total At-Risk: 12" with category filter pills (live screenshot)
All At-Risk (13)
Past Due Dates (4)
Missing Docs (5)
Cargo Not Released (4)
Each shipment in the Action Center appears with the problem, how long it has been an issue, and a specific recommended next action the team can execute immediately. No investigation required.
Two-Level Filtering
| Filter Type | Options | Purpose |
|---|---|---|
| Shipment Mode | All · Export · Import · Domestic | Focus on one operation type |
| Issue Category | All At-Risk · Past Due · Missing Docs · Cargo Not Released | Focus on one type of problem |
Live shipment rows — each with issue type, days outstanding, and recommended next action (actual screenshot)
The SHIPMANX Overnight Cycle
Previous evening: Team updates milestones and documents in SHIPMANX.
Overnight: Night Watch scans all shipments, applies business rules, flags every risk.
Before 9 AM: Daily reports auto-generated and sent to stakeholders.
9 AM: Team opens Action Center — prioritized list is ready. Standup takes 10 minutes.
Overnight: Night Watch scans all shipments, applies business rules, flags every risk.
Before 9 AM: Daily reports auto-generated and sent to stakeholders.
9 AM: Team opens Action Center — prioritized list is ready. Standup takes 10 minutes.
What Night Watch Flags
| Flag Type | Condition | Severity |
|---|---|---|
| At-Risk Shipment | Cargo ready date passed with no vessel booking confirmed | High |
| Past Due Date | ETD / ETA / ATA dates passed with no milestone update | Medium |
| Missing Documents | CI, BL, AWB, courier refs not uploaded or confirmed | Medium |
| Cargo Not Released | ATA passed and cargo still showing as unreleased | High |
| Document Delay | Docs sent but delivery not confirmed after threshold days | Watch |
Every flagged item in Night Watch includes an attached recommended next action — so the Action Center delivers "what to do" not just "what's wrong."
Exports Overview — Total 35 · In Progress 27 · Delayed 9 (live)
Imports Overview — Total 16 · In Progress 10 · Delayed 3 (live)
Exports
FCL · LCL · Air — full milestone tracking from cargo-ready to final delivery. CI, BL, AWB, courier workflow included.
Outbound
Imports
ATA-to-cargo-release tracking, customs clearance milestones, BL surrender, cargo release confirmation.
Inbound
Domestic
Pickup and delivery tracking with timestamps. Driver assignment, delivery confirmation, daily report integration.
Last Mile
Sample Couriers
DHL/FedEx sample shipment tracking linked to client and product records. Included in daily reports.
DHL · FedEx
Import shipments in Action Center — "Cargo not released — ATA 30 days ago" with next action assigned
Domestic Overview (100% Delivered) and Documents section in live dashboard
| Document | Tracked Information | Auto-Flag When |
|---|---|---|
| Commercial Invoice (CI) | Issue date, receipt confirmation, correction rounds | Not confirmed after shipment booking |
| Packing List (PL) | Issue date, attachment, client review confirmation | Missing pre-ETD |
| Bill of Lading (BL) | Draft review, final BL, surrender/telex release | Not uploaded after ATD threshold |
| Airway Bill (AWB) | AWB number, airline, issue date | Missing on air shipments post-booking |
| Courier Reference | DHL/FedEx AWB, sent date, delivery confirmation | Sent but not confirmed after N days |
| Bank Submission | Submission date, bank reference, discrepancy notes | Pending after cargo delivery |
Smart CI/PL Generator
SHIPMANX includes a Smart CI/PL tool that speeds document drafting with guided review and customizable templates. Set default layouts in Settings → Documents for consistent branded output across all shipments.
1
Set Delivery Time
Choose time in your local timezone — auto-converted to UTC for scheduling.
2
Choose Format
PDF only, Excel only, or both PDF + Excel together per report type.
3
Set Recipients
Separate email lists for Export, Import, Domestic — route each to the right team.
4
Reports Auto-Send
Reports go out every morning with live shipment data — no action needed from your team.
| Setting | Options | Default |
|---|---|---|
| Delivery Time | Any hour:minute in local timezone | 9:00 AM |
| Format | PDF · Excel · Both | Both |
| Export Recipients | Any email addresses, comma-separated | None |
| Import Recipients | Any email addresses, comma-separated | None |
| Domestic Recipients | Any email addresses, comma-separated | None |
| Closed Window | 0–365 days post-close to include | 7 days |
Store All Rate Types
FCL, LCL, Air, and Inland rates with currency, THC, transit time, and validity window.
Instant Search
Search by Port of Loading, Port of Discharge, shipping line or carrier. Results in under a second.
PDF Quotation
Generate a professional branded PDF quote from any stored rate in one click.
Validity Tracking
Rates flagged automatically when approaching expiry — no more quoting stale rates to clients.
Full dashboard view — Active 37 · Closed 15 · Freight KPIs · Quick Actions (actual live screenshot)
| KPI Tile | What It Shows |
|---|---|
| Active Shipments | All in-progress shipments across all modes — live count |
| Closed Shipments | Completed shipments within your configured visibility window |
| Departures Today | Export and import shipments with ETD = today |
| Arrivals Today | Import shipments with ETA or ATA = today |
Freight KPI Panel
Below the KPI tiles, a Freight KPI panel shows month-to-date realized freight costs broken down by Export, Import, Domestic, and Total — with percentage change vs the prior period. The live screenshot shows $3,140 MTD with +69% total trend.
| Tab | What You Configure |
|---|---|
| General | Timezone, display preferences, notification email fallback |
| Company | Company name, logo, address blocks, default currency for documents |
| Documents | CI/PL/quotation template layouts and branding defaults |
| Dashboard | Visible modules and dashboard arrangement order |
| Notifications | Daily report schedule, format (PDF/Excel/Both), recipient lists per mode |
| Custom Fields | Company-specific additional fields for shipment records |
First Setup Tip
Set your timezone in General first — this ensures overnight reports arrive at the correct local time. Then configure Notifications → Daily Reports before adding your first shipments so your team receives the morning report from day one.
| Role | Access Level | Typical Use |
|---|---|---|
| Admin | Full company-level control | Operations manager, system owner — manages users, settings, billing |
| User | Day-to-day execution | Logistics coordinator, documentation specialist, freight team |
- Add team members from Settings → Company → Users
- Deactivate inactive accounts promptly to maintain security hygiene
- All users share live data — updates are visible to the whole team instantly
- Owner email receives subscription reminders, KPI digests, and admin notifications
Pro Plan — Everything Included
- Action Center + Night Watch overnight monitoring
- Unlimited shipment records — Export, Import, Domestic, Samples
- Full document workflow (CI, PL, BL, AWB, courier, bank submission)
- Automated daily reports — PDF + Excel, scheduled delivery
- Rate database + professional PDF quotation generator
- Mobile-friendly on any device — iOS, Android, tablet
- Full team collaboration and shared real-time visibility
Annual Plan & Volume Pricing
$190/user/year — saves 16.6% vs monthly. Teams with 50+ users are eligible for custom volume pricing. Contact help@shipmanx.com to discuss options.
| Symptom | Likely Cause | Resolution |
|---|---|---|
| Report emails not arriving | Sender domain or recipient spam filter | Check Settings → Notifications · verify inbox spam folder |
| Night Watch not flagging expected items | Threshold not yet met or shipment is closed | Review shipment status and milestone dates |
| Scheduled report didn't run | UTC timing mismatch in settings | Verify timezone setting · use Test button to confirm |
| Document output unexpected | Template settings or required fields incomplete | Validate template in Settings → Documents |
| Shipment not in Action Center | Issue doesn't meet configured threshold | Review flag condition · thresholds are configurable |
Email Support
support@shipmanx.com
Response within 1 business day
Response within 1 business day
Website
shipmanx.com
Product updates · changelog · trial signup
Product updates · changelog · trial signup