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Port & Terminal Management
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Port & Terminal Management · Available now

Coordinate terminal moves with load and custody evidence.

Port & Terminal Management organizes freight loads and their terminal container moves. Dispatchers prepare loads with an operating organization, owner, transport partner and promised delivery time.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewActive Loads
Port & Terminal Management · Loads

Active Loads

Loads in one list

New load
Loads in view
6
Planned
2
Dispatched
2
In Transit
2
Planned2
Refrigerated produce to inland depotNorth Quay Haulage
18 Oct
Paper rolls to city pressNorth Quay Haulage
12 Oct
Add
Dispatched2
Steel coils to north warehouseTideway Freight Services
26 Oct
Bulk grain to rail interchangeBay Lantern Transport
19 Oct
Add
In Transit2
Empty containers to pier fourNorth Quay Haulage
17 Oct
Medical supplies to cold storeMarsh Point Logistics
12 Oct
Add
Refrigerated produce to inland depotLoads · LDS-34456
Planned
Promised delivery at18 Oct
OwnerLucia Park
CounterpartyNorth Quay Haulage
Review moveLDS-34456 · Refrigerated produce to inland depot

The Transport Supervisor approves or rejects the submitted move revision.

Waiting for Transport Supervisor
ApproveReturn
Example screen with sample data
Tables, ready to use
14
Saved views
12
Roles with set permissions
5
Reports and dashboards
8
Features

See load and terminal work in context

Every feature works on the same records. Pick one to see the screen your team works in.

Load planning

Keep each freight load tied to an owner, partner and delivery promise.

  • Named ownership
  • Partner context
  • Delivery promise
  • Loads
  • Organizations
  • Team members
  • Transport partners
  • Load stops
Explore load planning
OverviewMy Team Member
Port & Terminal Management · Load planning

My Team Member

Team members

New
NameActiveRole nameOrganizationUser
Daria KimTerminal dispatcherBay Lantern Rail LinkAna Ferreira
Malik OkoroYard supervisorNorth Quay Port ServicesNoah Mensah
Ana FerreiraGate clerkBay Lantern Rail LinkLucia Park
Ravi NairFleet coordinatorStonewater Harbor OpsAna Ferreira
Elena MarkovicLoad reviewerCrestline Inland DepotHassan Rahim
6 of 6 records
Daria KimTeam members · TM-32868
Active✓
Role nameTerminal dispatcher
OrganizationBay Lantern Rail Link
UserAna Ferreira
Example screen with sample data
Process

From load plan to confirmed terminal move

Container move review and completion ships ready to use. One step needs a named approval before the work moves on: Review move (Transport Supervisor).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Prepare load

    Name the organization, owner, partner and delivery promise.

    Refrigerated produce to inland depotLDS-34456 · Dispatcher
    Prepare loadBy Dispatcher

  2. Draft move

    Record the container, yard slot and terminal event against its load.

    Refrigerated produce to inland depotLDS-34456 · Dispatcher
    Draft moveBy Dispatcher

  3. Submit move

    Send the current revision and supporting evidence for review.

    Refrigerated produce to inland depotLDS-34456 · Dispatcher
    Submit moveBy Dispatcher

  4. Review move

    A Transport Supervisor decides on the submitted revision and records a reason.

    Refrigerated produce to inland depotLDS-34456 · Transport Supervisor
    Review moveBy Transport Supervisor
    ApprovalThe Transport Supervisor approves or rejects the submitted move revision.

  5. Confirm custody

    Check custody and the customs hold against the actual event.

    Refrigerated produce to inland depotLDS-34456 · Dispatcher
    Confirm custodyBy Dispatcher

  6. Complete move

    Record the completed move and examine its operation outcome.

    Refrigerated produce to inland depotLDS-34456 · Dispatcher
    Complete moveBy Dispatcher

Start with Set up operating scope

Inside a record

Bring fleet and customs evidence into the case

Open any load to see its container moves, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Promised delivery at, Owner and Counterparty.

  2. 2
    Container moves

    Each line is linked to this load.

  3. 3
    Who works on it

    Dispatcher, Transport Supervisor and Auditor, each with their own permissions.

  4. 4
    Process stages

    Prepare load and Sequence stops, with the role that acts.

  5. 5
    Approvals

    Review move, with who decides.

Active LoadsRefrigerated produce to inland depot
Port & Terminal Management · Loads

Refrigerated produce to inland depot

North Quay Haulage · Planned

Log activity
1
Record details
Promised delivery at18 Oct
OwnerLucia Park
CounterpartyNorth Quay Haulage
2
Container moves

Refrigerated produce to inland depot

Container numberStatusRevision
CM-72155Submitted290
CM-25347Submitted930
CM-69821Submitted730
Container moves
6
Total revision
3,560
3

Who works on it

  • DispatcherManage container moves, Loads, record attachments
  • Transport SupervisorView container moves, Drivers, load assignments, load stops…
  • AuditorView container moves, Drivers, load assignments, load stops…
4

Process stages

  • Prepare loadDispatcher
  • Sequence stopsDispatcher
5

Approvals

  • Review moveTransport Supervisor
    Approved
Example screen with sample data
Approvals

Independent review before move completion

OverviewApprovals
Port & Terminal Management · Overview

Approvals

Signed in as Transport Supervisor

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • CM-72155A-12-03
    Empty containers to pier fourRequested by Dispatcher
    Submitted2dActions
  • CM-25347A-12-04
    Refrigerated produce to inland depotRequested by Dispatcher
    Submitted4dActions
  • CM-69821B-07-11
    Medical supplies to cold storeRequested by Dispatcher
    Submitted2dActions
  • CM-90847C-03-02
    Empty containers to pier fourRequested by Dispatcher
    Submitted3dActions

Who approves what

DecisionApprover
Review moveA Transport Supervisor decides on the submitted revision and records a reason.Transport Supervisor
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Port & Terminal Management to the work that is theirs. Pick a role to see what it starts with.

Dispatcher

Prepare assigned operational records and execute eligible reviewed actions. Own assigned organization and draft scope only; accepted and posted evidence stays read-only.

This is the first screen this role sees.

OverviewLoad Stop Windows

Load Stop Windows

Load stops · Dispatcher

ParentStop sequenceAddressWindow startWindow endActual arrival at
Bulk grain to rail interchange30Pier four gatehouse20 Oct29 Oct31 Oct
Bulk grain to rail interchange80North warehouse receiving dock18 Oct21 Oct28 Oct
Medical supplies to cold store80Inland depot bay six20 Oct26 Oct03 Nov
Medical supplies to cold store90East yard container lane22 Oct24 Oct02 Nov
Medical supplies to cold store10Cold store dock two22 Oct24 Oct02 Nov
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

Read delivery and terminal outcomes

Read delivery, yard, assignment and review outcomes from the records.

Overview
Port & Terminal Management · Overview

Port & Terminal Management dashboard

This quarter

Load stops in view
12

Loads by status

How far records got this quarter

StageReachedStep
Draft39
Planned2564%
Dispatched1560%
In Transit1173%

Number of loads by status

Sample counts per stage

800
50Draft
30Planned
20Dispatched
60In Transit
80Delivered
Example screen with sample data
  1. 01Load status by organization

    Which operating organization owns current planned, dispatched and exception work?

  2. 02Promised versus actual delivery

    Which loads reached delivery after their promise?

  3. 03Container moves by type and status

    Which gate, discharge and load events are awaiting review or completed?

  4. 04Customs hold review

    Which move records carry a hold and what custody state is recorded?

  5. 05Yard slot activity

    Which containers are associated with a particular slot, voyage and berth?

  6. 06Assignment interval register

    Which driver and vehicle were committed to each load interval?

  7. 07Reviewer decision history

    Who decided on a recorded source revision for the parent load, when and why?

  8. 08Operation outcome register

    Which guarded actions completed, failed or need review?

All reports and dashboards

Who it's for

For teams coordinating freight and terminal work

See how Port & Terminal Management fits your kind of team.

Container terminal operators

Coordinate yard moves and independent release review around each load.

Freight dispatch teams

Keep load promises, stop windows and resource commitments aligned.

Multi-organization logistics

Keep terminal work connected to the organization and people responsible.

Controls

Keep revisions and operation results traceable

Each stage of container move review and completion names the role that acts and the status it records, so a change is never anonymous.

OverviewContainer move review and completion
Port & Terminal Management · Process

Container move review and completion

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
3
Tables touched
10
Prepare load
Dispatcher
StatusDraft → Planned
RecordsOrganizations, Loads
Submit move
Dispatcher
StatusDraft → Submitted
Review moveApproval
Transport Supervisor
StatusSubmitted → Approved
RecordsReview decisions
Container move review and completion
  1. Start
    Prepare loadDraft → Planned
    Organizations
  2. Step
    Submit moveDraft → Submitted
    Dispatcher
  3. Approval
    Review moveSubmitted → Approved
    Review decisions
  4. Approval
    Confirm custodyDispatcher, Transport Supervisor
    Dispatcher
  5. Step
    Complete moveApproved → Completed
    Dispatcher
Example screen with sample data

See each stage in detail

AI agent

Ask Proto about the work in front of you

Use Proto to prepare, inspect and explain terminal work.

It can

  • Dispatcher: Find assigned loads, summarize stop windows and prepare a container move for review.
  • Transport Supervisor: Show submitted move revisions with their load evidence and decision history.
  • App Administrator: Check organization membership, partner identity and resource readiness records.
  • Auditor: Trace a load to its attachments, reviewer decision and operation receipt.

Stays with a person

  • Proto can prepare information for the named role, but it cannot supply an independent human review, custody observation or customs authority response.
  • The Transport Supervisor decides on the submitted revision.
  • The team checks actual terminal evidence before completion.
  • Connected system credentials and operating policy are set by the customer.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Port & Terminal Management
  • Fleet authority
  • Customs authority
  • Gate and yard events
  • Proof records
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 14 tables
14tables
  • Load planning5
  • Terminal container moves6
  • Dispatch assignments5
  • Stops and delivery evidence4
  • Partners and operating scope6
  • Review and receipts6
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Set operating scope

    Configure organizations, user-linked team members and transport partners. Check time zones and access with representative accounts.

  2. Prepare dispatch records

    Enter drivers, vehicles and defects, then a load linked to ordered stops and an assignment interval.

  3. Rehearse terminal review

    Draft a container move, attach evidence, submit a revision and have an independent supervisor decide.

  4. Check the outcome

    Confirm custody and customs information, complete an eligible move and inspect its operation receipt.

  5. Expand carefully

    Review delivery, yard, assignment and decision reports before importing more open work.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Port & Terminal Management.

All questions
How do I get started?

Click Get started, then use Proto to configure Port & Terminal Management for your business. Begin with one operating organization, a transport partner, a load and a container move reviewed by a separate supervisor.

What is the main operating record?

The load carries the owner, partner, delivery promise and lifecycle status. Stops, assignments, terminal moves, attachments, decisions and receipts connect to it.

Can we track a vessel voyage and berth?

A container move has voyage and berth details alongside its container number, move type and yard slot. Agree which terminal events require those details in your operating procedure.

How are customs holds handled?

A move records the customs hold state. Your team identifies the external authority that supplies it and checks the state with custody evidence before completing a move.

Who reviews a submitted move?

The Transport Supervisor makes the independent decision on the submitted revision, with a recorded reason. A changed revision goes back through review.

Can dispatchers see their own work?

Operations Overview presents authorized load activity by owner and organization. Set up each team member's user identity and operating organization before relying on that scope.

How do we see driver and vehicle commitments?

Assignment Schedule shows the load, driver, vehicle and start and end of each current commitment. Check driver eligibility and vehicle readiness when assigning resources.

Where do we keep supporting documents?

Record attachments connect files to the parent load with an evidence type, uploader, upload time and visibility. Agree which files may be shared.

What if an action result is unclear?

Operation Outcomes shows the receipt result, key, expected revision and failure reason. The Transport Supervisor investigates a failed or review-needed outcome before a repeat attempt.

How do we review delivery performance?

Compare the load's promised and actual delivery times, then inspect ordered stops and assignment intervals to understand the difference.

Set up Port & Terminal Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

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