1. Port & Terminal Management
  2. Get started
Get started

Get Port & Terminal Management running in four steps.

Prepare the first organization, load and reviewed container move.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Port & Terminal Management. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Port & Terminal Management in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and use Proto to configure Port & Terminal Management for your business. Identify the operating organization and the people who will act as Dispatcher, Transport Supervisor, App Administrator and Auditor. Link each team member to the correct user identity and organization.

Prepare the first operating cycle

Choose a real load, partner and delivery promise. Check its ordered stops and driver and vehicle assignment interval. Record one container move with its container number, move type and yard details, then attach the evidence the supervisor will use. Follow the move review with a separate person making the decision.

Review before release

Check the submitted revision against the evidence, custody confirmation and customs hold. Inspect the resulting operation receipt and confirm the team knows who investigates a failed or uncertain outcome. Review roles, connections and implementation phases before expanding to more work.

Set up Port & Terminal Management your way.

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

How to get started