Custom Zoho ERP Configuration for Maritime Trade & Shipping
Detail
In this service, I offer customisation & configuration only — no generic plug-and-play template, no off-the-shelf setup. Everything will be aligned with your shipping / maritime operations. What you get:
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Cargo & Shipment Management Module — track inbound and outbound shipments, status updates of vessels and cargo, port arrival/departure, container/manifest details.
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Inventory & Warehouse Tracking — manage stock, goods in-warehouse, container storage, batch tracking, location-wise inventory across warehouses or yard, with real-time updates.
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Order / Booking / Dispatch Workflow — configure workflows for booking cargo, assigning vessels/containers, scheduling shipments, loading/unloading, dispatch, and delivery.
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Supplier / Vendor / Client Management & Port Documentation — maintain master data for clients, shipping partners, freight-forwarders, vendors; store and manage bills of lading, invoices, waybills, manifests, and other compliance documents — all centralized.
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Financial & Billing Setup — handle freight quotes, shipping charges, surcharges, duties or taxes, invoices, payments, and generate financial reports — all via Zoho’s ERP modules.
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Automated Notifications & Alerts — set up alerts for key events: arrival, departure, loading complete, cargo ready to ship, pending invoices, low stock/storage alerts, container due date, etc.
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Custom Dashboards & Reports — get dashboards for port operations: number of shipments, containers in-yard, pending dispatches, revenue summaries, vendor performance, warehouse occupancy — for quick oversight.
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User Roles & Permissions — configure who sees what: port staff, warehouse managers, admin, finance team — control data access and secure sensitive information.
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Integration & Data Migration Support — help migrate existing data (cargo records, clients, inventory, invoices) into Zoho. If you already use spreadsheets or other systems, we can map and import smoothly.
If you run a shipping company, freight-forwarder, cargo terminal or port-side business — especially in regions with active maritime trade like Damietta — you know how chaotic operations can get. From cargo tracking, vessel scheduling, warehouse & inventory, paperwork, documentation, to billing and logistics — managing all that manually (or using multiple unconnected spreadsheets and systems) is a headache.
I specialise in customising and configuring Zoho ERP specifically for maritime trade and shipping businesses like yours. This service helps you move from scattered processes to a unified, cloud-based system — tailored to your workflows: cargo intake, warehousing, shipping orders, inventory, billing, documentation, and port-compliance.
With this gig, we’ll configure Zoho so it fits exactly how your shipping business operates — making your operations smoother, faster, and more transparent.
Benefits
By using this custom-configured Zoho ERP for your maritime/shipping business, you will:
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Replace fragmented spreadsheets and paper-based processes with a unified, cloud-based system — bringing order to chaos.
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Improve accuracy in cargo, inventory and billing data — reducing errors in shipments, invoices, storage and documentation.
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Get real-time visibility of operations: know exactly what’s in-yard, what’s shipped, what’s pending, shipments status, container stock — at a glance.
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Streamline workflows: booking → dispatch → cargo tracking → billing → reporting — everything flows logically, reducing manual work and saving time.
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Improve compliance and documentation — easier to manage bills of lading, manifests, waybills, invoices and legal paperwork centrally and securely.
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Make informed decisions quickly — dashboards and reports help you identify bottlenecks, optimise warehouse usage, track vendor performance, and forecast demand.
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Scale your operations — as shipping volume grows, the system grows with you. No need for new spreadsheets, no more data chaos.
Our Experience
We (at Zolute Consulting) have worked with logistics, shipping, trade, and international supply-chain businesses across regions. We understand what a port-side business needs: container tracking, cargo inventory, vendor & client management, documentation, invoicing, storage, and dispatch workflows.
We know how to map real-world maritime workflows into software modules — converting physical shipping operations into structured digital processes. We have implemented custom Zoho ERP/CRM solutions for clients in diverse industries, adapting modules for logistics, inventory, export/import processes, vendor management, multilingual/currency configurations, and compliance workflows.
With this background, we are well-equipped to configure Zoho ERP for your shipping / maritime-trade business so that your software reflects exactly how you work — not force you to change your operations to fit software.
What We Provide
When you hire this gig, you will receive:
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A fully configured Zoho ERP system tailored to your maritime/shipping workflows (cargo/shipment tracking, warehouse, dispatch, billing, documentation, vendor/client management, dashboards)
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Customised modules and workflows (cargo booking, container management, dispatch, invoicing, notifications, user roles)
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Data import/migration from your existing records (spreadsheets, legacy systems) into the new Zoho setup
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Setup of dashboards and custom reports relevant to shipping and port operations
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User roles & permission configuration for your team (admin, warehouse, finance, operations, dispatch)
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Basic training and handover documentation — to help your team adopt the system easily
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Post-handover support for a defined period — to help if any configuration tweaks are needed after go-live
If you manage port operations, shipping, cargo, warehousing or freight forwarding — and you’re tired of juggling spreadsheets, manual logs, and disjointed systems — this customised Zoho ERP configuration is for you. We handle only configuration and customization, without unnecessary overhead, to map your real-world shipping business into an organized digital system. Together, we can bring clarity, efficiency, and scalability to your maritime trade operations. Let’s build your port-side control center on Zoho.
Prerequisites
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A clear description of your shipping business model: types of cargo, import/export, container/loose cargo, warehousing, frequency of shipments, ports involved, storage yards.
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Details of your current workflows: how shipments are booked, containers/yard inventory is managed, cargo tracking, documentation, billing — step by step.
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A list of current data: existing records — cargo manifests, invoices, customer/vendor lists, inventory data, warehouse stock, container/yard inventory. Preferably in spreadsheets or CSVs for import.
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Defined user roles: who is operations, who does billing, who manages warehouse, who views dashboard, who manages clients/vendors.
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Your compliance requirements (if any): documentation, customs, port regulations, invoice/tax/fees calculations, local currency or multi-currency, duties/taxes.
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Your desired timeline for go-live, any deadlines (shipping cycles, peak season, audits).


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