01
Extract the shipment brief
Review the shipper conversation, capture the shipment details and identify information that is missing or needs clarification.
Freight Brokerage in Practice
One-day practical workshop for MBA Logistics & Supply Chain Management students.
Delivered by ViaMax Solutions Ltd using BusinessBook ERP — Freight Broker. Participants work through a realistic brokerage workflow using simulated shipper and carrier/haulier conversations.
The working sequence
From conversation to customer invoice.
The workshop follows the same connected sequence used to understand the practical role of a freight broker: capture accurate information, coordinate the movement and keep the commercial record clear.
02
Create the customer record
Add the customer and organise the relevant contacts so that the commercial conversation has a reliable starting point.
03
Build the Address Book
Add pickup and delivery addresses, location contacts and the information needed to coordinate the movement.
04
Add the carrier or haulier
Review the carrier conversation and create the carrier record with equipment and operating information.
05
Prepare the customer quotation
Turn the shipment requirement into a customer quote and consider the relationship between price, cost and margin.
06
Create and assign the load
Create the load, record pickup and delivery details, assign the carrier and coordinate the operational handoff.
07
Prepare the rate confirmation
Prepare the carrier-facing rate confirmation so the agreed movement and commercial terms are documented.
08
Generate the Bill of Lading
Generate the BOL record and connect the shipment documentation to the load.
09
Record status updates
Record shipment milestones and status updates so that the operational record remains traceable.
10
Create the customer invoice
Complete the workflow by creating the customer invoice and reviewing the resulting commercial record.
Practical outcomes
A connected view of brokerage work.
- Accurate information capture and clarification.
- Customer, carrier and location record discipline.
- Document preparation across the load lifecycle.
- Pricing, cost and margin awareness.
- Coordination, status visibility and shipment traceability.
Completion records
Completion can be verified when issuance is configured.
ViaMax can provide a certificate workflow based on the required practical exercises. Completion is confirmed by an administrator; reaching the final page does not automatically qualify a participant.
Certificate verification
Public verification will show only the recipient’s name, certificate number, workshop title, completion date and validity status after an authorised certificate has been issued.
Open certificate verificationCertificate issuance and downloads are not active on this static deployment.