ACCO Terramar Workspace
Welcome
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What needs your attention
Click any card to jump inRecent quotes
Recent client profiles
Upcoming follow-ups
| Quote # | Status | Client | Mode | Type of move | Expiring in | Origin | Destination | Origin port / airport | Dest. port / airport | Pieces | Weight | Total | Owner | Actions |
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Shipment mode
Ocean
Air
Inland
Customs Clearance
If checked, the quote will display a HAZMAT cargo notice.
If checked, the agent can pick from common bonded-cargo service lines (Bonded Station, CFS, 7512, etc.).
Insurance:
If left unanswered, the quote will show "Insurance Not Included".
Sale terms
Quote details
Client information
Route information
Ocean service
Equipment / Container type
Services & rates
| Service | Rate | Qty | Total | Payable (INTERNAL) |
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CUSTOMER QUOTE TOTAL (USD)
$0.00
🔒 Internal — Not shown on customer quote
Profit summary (USD)
Receivable
$0.00
+ VID
$0.00
− Payable cost
$0.00
Profit
$0.00
Observations (prints on quote)
Internal info
These fields are for your team only — they never appear on the quote sent to the customer.
| Company | Primary contact | Phone | Location | Owner | Actions |
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Client / Company profile
This is the master record. When this profile is selected on a quote, the info is copied — edits made on a quote stay on that quote and never overwrite this profile.
Primary contact
Address
Standard charges
Saved per shipment mode. When this client is selected on a new quote (or the quote's mode is changed), these charges are automatically copied onto the quote. Edits on a quote stay on that quote — the master here is never overwritten.
Ocean FCL
Ocean LCL
Breakbulk
Air
Inland
Customs Clearance
| Service | Rate | Qty |
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Notes (internal)
Tracked quotes
| Quote # | Date Req. | Date Sent | Customer / Company | Quoted Service | Amount | Salesperson | Status | Follow-up | Next Action | Days Out | Days Await | Feedback | Actions |
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Auto-calculated columns: Next Action = Date Sent + 7 days, Days Out = today − Date Sent, Days Await = today − Date Requested (when Date Sent is empty).
Quotes by salesperson
Quotes by service
Employees
Users are managed by Microsoft 365 — anyone with an @accoterramar.com or @lgcargoclearances.com account can sign in and they'll appear here automatically. Use the Edit role action to set someone as Agent, View-only admin, or Admin.
| Name | Role |
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Overdue
Partial
Active
Billed
Cleared
Selected day
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| Master invoice # | Employee | Linked | Total invoiced | Received | Outstanding | Status | Profit share |
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| Date | Who | How | In | Out | Applied to | Cleared | Balance |
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| Invoice # | Employee | Refund from | Reason | Amount | Requested | Days | Status |
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| Invoice # | Employee | Date | Invoiced | Received | Balance | Payables | Profit | Status |
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| Invoice # | Client | Employee | Entry | Status | Released | Duty clock | Invoiced | Exceptions |
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| Level | Check | What's wrong | Invoice # | Client | Raised |
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| Date | Who | How | In | Out | Applied to | Cleared | Balance |
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| Name | Position | Type | Hired | Phone | Docs | Status |
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■ Vacation
■ Sick / personal
■ Other leave
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| RR # | Date | Received by | Shipper | Consignee | Via | Pcs | CFT | LBS | Location | Flags | Status |
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| Ref # | Type | Created | Ordered by | Destination | Vessel / flight | RRs | Loaded | Status |
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| Ref # | Co. | Date | By | Shipper | Consignee | Via | Routed by | Origin | Destination |
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Completed today
| Driver | Company | Purpose | RR / Ref # | Checked in | Signed out | Time on site | Signature |
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Past counts
| Date | Location | Counted by | Expected | Found | Missing | Result |
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🧾 Paper reconciliation — scan the barcode on every physical receiving record the office is holding.
When you finish, the report names any RR the system has in house that you did not scan
(its paper copy never reached the office) and any paper for cargo that is no longer in house.
All filters are optional — leave everything blank to reconcile ALL in-house cargo.
A single day = same date in both boxes.
Past reconciliations
| Date | Scope | Done by | In house | Papers scanned | Missing | Result |
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and
General = one line per receiving record · Detailed = every piece
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| Code | Name | Roles | City / Country | Managed by | Contacts | EIN |
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