Transact Module

Transact is the financial execution layer of the Tramm platform. It unifies trip execution, dock scheduling, transporter and client self-service, claims, billing and settlement into one place, so every trip becomes a settled, auditable, billable event. In short, it closes the gap between what you dispatched and what actually gets paid.

Most logistics platforms stop at the dispatcher's screen, leaving operations and finance to reconcile across three stakeholders — operators, transporters and clients — each with their own source of truth. That gap breeds spreadsheets, disputes, slow invoicing and leaked margin. Transact closes the loop by reconciling operations and finance across every party with a stake in the trip, on one source of truth from plan to paid.

Transact serves the three parties in every logistics transaction. Operators get real-time control over execution and confidence that what shipped matches what gets paid; transporters get clear job offers, transparent payables and one place to record what happened; and clients get rates before they commit, self-service tracking, and evidence-backed claims. It fits 3PLs, 4PLs, retailers, manufacturers and carriers running high-volume, multi-principal networks across owned and contracted fleets.

Transact is one module within Tramm's modular TMS, alongside Order Management, Planning and Optimisation, FleetVision, the Driver App and Dashboards. It manages the entire trip lifecycle — including internal and external transporters, tendering, tariffs, rates, documentation and invoicing. Because Tramm is modular, organisations can adopt only the functionality they need.

Transact is six purpose-built applications on one settlement-ready platform: Trip Manager, Bay Manager, the Transporter Portal, Claims Management, Financial Manager and the Client Portal. Each targets a specific persona in the logistics value chain, and every one writes back to the same operational and financial backbone. Together they deliver three stakeholder portals on one platform, with one source of truth.

Trip Manager is the live control tower where execution and finance meet. Dispatchers and ops managers watch every trip, job, order and movement as it unfolds, with transporter cost and client billable revenue shown side by side. It offers stop and activity drill-downs, live state tracking via deterministic state machines, inline payment-request editing for spot-rate exceptions, and a complete audit trail on every entity — so you catch cost overruns and tariff mismatches the moment they happen, not at month-end.

Bay Manager turns abstract trip schedules into precise loading-bay slots to eliminate yard congestion, demurrage and phone-tag between dispatch and the dock. It provides calendar, Gantt-by-dock and Gantt-by-bay views, multi-location booking and rescheduling workflows, and capture of actual arrival, departure and dwell times. Those recorded actuals flow directly into wait-time and delay-penalty billing, while capacity analytics surface congestion before it happens.

The Transporter Portal is a dedicated, mobile-friendly workspace for carriers, fleet managers and drivers. They see pending and active trip queues with accept and reject workflows, allocate vehicles, trailers and operators, monitor in-flight vehicles on a live map, and view itemised payables showing exactly what every trip earns. It also captures workflow events, PODs and proof-of-arrival, and lets carriers acknowledge claims with evidence — all without exposing your internal planning or client rates.

Claims Management provides structured intake, mandatory evidence and a clear lifecycle so damage, shortage and SLA claims are resolved fairly and fast. Each claim form is pre-linked to the original order, trip or job, with configurable damage extents, mandatory-document validation, and a state-machine lifecycle from Draft to Submitted to Approved to Settled. Reason-coded rejections keep a defensible audit trail, and customers can submit claims directly from the Client Portal.

Financial Manager is your single ledger for invoicing, payables and credit. Calculated tariffs roll into payment requests, payment requests roll into batches, and batches roll into invoices — with one click and a full audit trail. It handles the client invoice lifecycle (draft, submit, credit-note, cancel), transporter payables with proration and batch allocation, credit-limit controls with automatic order holds, and export-ready feeds into your accounting system of record.

The Client Portal is a customer-facing self-service hub. Customers place orders using reusable templates, accept or reject rates before committing, track shipments end-to-end at stop level, download invoices, view live credit balances and proof of delivery, and raise claims with evidence — without ever calling the dispatch desk. The result is fewer inbound support calls and faster cash collection.

Transact runs the full chain from execution to cash. Calculated tariffs flow into payment requests, payment requests into batches, and batches into client invoices and transporter payables — each step recorded with a reason and a full audit trail. Operations events such as bay arrival and dwell times feed the charges automatically, so settlement reflects what actually happened rather than what was planned.

Transact tracks transporter cost and client billable revenue in parallel on the same trip. Trip Manager shows both views side by side so you see margin in real time, and spot-rate or surcharge adjustments are captured with reason codes. This dual-tariff model means mismatches surface immediately instead of eroding margin unnoticed until month-end.

Transact is backed by Tramm's rules engine and deterministic state machines. Every state transition is validated, every charge is repeatable, and every adjustment is logged with a reason. That gives you a defensible, insurance-ready audit trail for each charge, claim and credit note.

Yes. Tariff templates, claim types, mandatory documents, credit thresholds and workflow events are all configured, not coded. That means you can roll Transact out to a new region or business unit in weeks, and onboard external carriers in days rather than months — without bespoke EDI.

No. Transact is not a finance module bolted onto a TMS, nor a TMS bolted onto an accounting system. It extends the Tramm core directly — sharing the same entities, GraphQL data pipeline and state machines — so it was engineered from the ground up to settle the work it dispatched. There are no data sync jobs, nightly batches or reconciliation headaches between operations and finance.

Transact provides role-aware portals: operators, transporters and clients each get a tailored workspace — same underlying data, different lens. External parties never see internal planning or another party's rates. Access is governed by permissions on Tramm's single live entity model, so everyone sees the same truth, scoped to their role.

Yes. Financial Manager produces export-ready feeds into your accounting system of record, so invoices, payables and credit notes carry through to your ledger. Because the financial data originates from the same backbone as operations, what you export already reconciles with what was executed.

Transact is designed to cut Days Sales Outstanding by accelerating invoice batching and submission, reduce bad debt through proactive credit holds and limit enforcement, and shorten month-end close from weeks to days with one audit trail per charge. Live visibility of margin, credit exposure, payables and receivables means finance, sales and ops all see the same number at the same second.

Bay Manager reduces demurrage and detention with enforced time windows and smooths the day's arrival curve for more throughput. Claims Management cuts submission from around 20 minutes of email to about 5 minutes of form while curbing unsupported claims. The Client and Transporter Portals replace phone-and-email coordination with transparent, auditable channels — slashing inbound support calls and strengthening both carrier and customer relationships.

Request a demo and bring a real shipment, a real client and a real carrier to the table. In about an hour we will show you how Transact settles every leg of it automatically. To book, email info@tramm.global.

No. Transact is modular, and so is Tramm. You can adopt the applications you need now — for example Trip Manager and Financial Manager — and extend to portals, claims or bay scheduling later, because every component already shares the same backbone. Reach out to info@tramm.global to scope the right starting point for your operation.