Module 08 · Reporting & Portal
Reporting and Customer Portal
Management, operations and finance reports are fed from the same database, with no separate data entry. Your customers, meanwhile, follow their own shipments, documents and balances through the portal.
revenue–expense and gross profit margin trend
profitability comparison
export from every list and report
customer portal login via link
Module scope
What's in the Reporting and Customer Portal module?
- Management (CEO) report
- Customer transport report
- Carrier performance
- Report designer
- Excel export
- Customer tracking portal
5.4 Reporting
Management reports
12-month revenue and expenses, gross profit margin trend, expense breakdown, branch profitability and top customers by revenue. Company-specific reports and form designs with the DevExpress report designer.
- Revenue, expenses, net profit, cash + bank position
- Receivables / payables and shipment count; monthly comparison
- Cash flow and income statement
- Fleet cost broken down into fuel, maintenance and other
Customer transport report
Trip count, revenue, expenses and net contribution per customer; busiest routes and payment breakdown.
Carrier performance
For subcontracted carriers: trip count, amount paid, outstanding balance and on-time delivery rate.
Report designer
Built on DevExpress; company-specific reports and pre-printed form designs.
Customer portal
Your customers follow their own shipments, waybill documents and images, account balances and transactions, and export them to Excel. Login with username / password or a one-click link. Fewer "Where's my load?" phone calls.
- Shipment status and active shipment tracking
- Waybill documents and scanned images
- Account balance and transactions
- Stock, inbound–outbound and billing statements for warehouse customers
Other modules
Shipments and Operations
LTL, full truckload (FTL), tonnage and international transport; from order to delivery and invoice in a single flow.
Fleet Management
Cost, documents and efficiency of owned and leased vehicles; by trip, by kilometer and by day.
Warehouse Management (WMS)
Compliant records for third-party warehousing, customer-owned consigned stock and monthly warehouse billing.
Accounting
Turkish Uniform Chart of Accounts, template-based automatic vouchers and accounting tied to operations.
Finance and Treasury
Current accounts, cash, bank, cheques/promissory notes, per-shipment invoicing and inter-branch settlement.
e-Documents and Integrations
GİB e-Invoice, e-Archive, e-Waybill; banks, CBRT, handheld terminals, printers and scanners.
HR, Payroll and CRM
Employee cards, leave and sick leave, payroll accrual and payment; lead and activity tracking.
Security and Audit Trail
Role-based permissions, branch visibility, field masking, financial controls and a complete audit trail.
Free demo
See your operation running on Kargon
Let's walk through the modules and screens that fit your business model together in a short online meeting.