• Field
• Description

• Accepted (Limit Requests)
• Limits that have been approved by Banks and accepted by Shipper.

• Accepted (Quote Check All)
• Quotes that have been accepted.

• Accepted (TPBP)
• TPBP Quotes that have been accepted.

• Accepted and Archived (Limits)
• Accepted by Shipper and Archived.

• Accepted and Archived (Quote Check)
• Quotes that were accepted and shipper does not opt for TPBP.

• Access Type
• Initial membership type it can be either 1. Promotional access or 2. Regular Membership access 3. Self Demo access.

• Action Pending (My OperSoft Page)
• Quotes, Limits and TPBP which need action from the member.

• Activation Code
• The Link that will activate the account.

• Actual Weight
• Actual Weight in Kilos or in Lbs.

• All Banks Summary
• Banker will be able to see the summary transaction of Shipper with all Banks on OperSoft Portal. Shipper will be able to see the same in the bottom pane of Shipper Transaction Details.

• Alternate Phone Number
• This is similar to Phone Number. This consists of 3 boxes - first is for country code, second is for phone number and third is for extension.

• Amount Approved
• Amount Approved by the bank. Line of Credit offered by the Bank.

• Amount Due
• If it is Invoice then It is the amount to be paid by the Customer. If it is Receipt then it is the amount that has been overpaid or underpaid for the particular invoice.

• Approval Date
• Date on which the Limit has been approved by the Bank.

• Approval Request By Date
• The date by which the shipper needs approval of the Limits.

• Approval Required on/before
• The date by which the shipper needs approval of the Limits.

• Approved & Accepted
• Limit request by Shipper has been approved by the Banker and Accepted by Shipper.

• Approved & Not Accepted
• Limit request by Shipper has been approved by the Banker and Not Accepted by the Shipper.

• Approved Limit Amount
• The amount that the Bank has approved for the particular Shipper.

• Archive (My OperSoft Page)
• Quotes, Limits and TPBP which have been archived. Available to view.

• Balance
• Balance of Limits available for TPBP.

• Balance From Previous Invoice
• Amount that was overpaid or underpaid in the previous invoice.

• Bank Approved (Limit Requests)
• Limits that have been approved by Banks but still not accepted by Shipper.

• Bank Charges
• Service Charges charged by Banks to service the TPBP Payments.

• Bank Rejected (Limit Requests)
• Limits that have been rejected by Banks.

• Banker
• Portal member who will offer Limits to Shipper and pays to the Freight Forwarder or Vendor on behalf of Shipper.

• Banker Approved
• Limit request by Shipper has been approved by the Banker.

• Banker Document Request
• Banker can create a list of documents that he needs from the Shipper to approve his Limit.

• Banker Terms
• It can be either TPBP-Terms or Limit-Terms. It is the terms on which the Bank is ready to offer Limits or make TPBP payments.

• Business Type
• Chapter Heading as per Harmonized or Schedule B Code.

• Cancel
• In most of the screens Cancel will cancel the screen operation and goes back to My OperSoft

• Cancel my Plan
• Cancelling the plan which will generate the final invoice.

• Cancel Quote - Logistics
• Shipper is allowed to Cancel the Quote anytime he thinks the Shipment is not ready.

• Cancel Quote - TPBP
• Shipper can cancel the quote process anytime before accepting the quote.

• Cancellation Date
• Per member's request account will be canceled on this date.

• Cancelled (Limits)
• Requests that were cancelled by the Shipper.

• Cancelled (Quote Check)
• Quotes that were cancelled.

• Cancelled (TPBP)
• TPBP Requests that have been cancelled by Shipper.

• Carry Forward Amount
• Amount being carry forward from the previous Plan.

• Change Plan
• Choosing a different Plan from the one member is having.

• Chargeable Weight
• Chargeable Weight is the higher of Actual and Volumetric Weight.

• Check #
• Number mentioned on the Check for reference purpose.

• Check Received On
• Date on which the check was received at the processing center.

• Close
• In most cases Close will just close the screen and will take you back to My OperSoft Page

• Company - Registration Type
• One account and multiple users.

• Company Name
• Name of the business entity being represented.

• Company Quote Ref #
• Shipper's in-house reference number.

• Company Type
• It is the member type. Members can be one of the three 1. Shipper 2. Freight Forwarder or 3. Banker.

• Consignee
• Name of the entity to whom the Freight is being delivered to.

• Consignor
• Name of the entity where the freight is being picked up from .

• Creation Date
• Date on which the particular document has been created.

• Credit Amount Requested
• Minimum and Maximum amount the Bank is searching for.

• Customer Account #
• Unique identifier for each account.

• Days Credit
• Number of Days of Credit the Shipper is requesting the Bank on the particular TPBP.

• Delivery Date
• The date on which the Shipper has delivered the Requested document to the Banker.

• Documents
• Documents or Information needed by Bank to approve Limit Requests.

• Earliest Delivery Date
• Shipper does not want the Freight to be delivered before this date.

• E-mail address
• Valid e-mail address is needed; activation code will be e-mailed to this account. OperSoft and Partners will be contacting members on this e-mail address.

• Expired (Limit Requests)
• Limits requests that have expired - no Bank has accepted or rejected - they are past due by date.

• Expired (Limits)
• Limit requests that have expired - Bank has not accepted, not rejected - Past due by date.

• Expired (Quote Check All)
• No Quotes made - past quote by date.

• Expired (TPBP)
• No quotes - past quote by date.

• Expired and Archived (Archive)
• Freight Forwarder quote - Shipper has not accepted, not cancelled but past the valid till date.

• Expired and Archived (Quote Check)
• Expired quotes that were archived.

• Expired and Archived (TPBP)
• Expired TPBP requests that were archived.

• Expired due to Bank (TPBP)
• Bank has not quoted for TPBP by "Quote By Date".

• Expired due to Shipper (Limits)
• Limit requests that have expired - bank has approved and shipper has not Accepted nor Rejected.

• Expired due to Shipper (TPBP)
• Bank Quoted and Shipper has not accepted before "Valid Till Date".

• Extend my Plan
• The Plan will be renewed on the day it is extended.

• Fax Number
• Mention the fax number without giving the country code.

• Fixed Amount
• The amount the member will be paying for certain number of transaction per Plan Type.

• Freight
• This is the main Freight Charges. There might be Pre and Post freight in addition to this.

• Freight Category
• It is either US Freight or International Freight. US Freight is only inside US. Anything in and out of US or outside US is categorized as International Freight.

• Freight Forwarder
• Portal member who will be responsible for transporting the goods from origin to destination.

• Freight Mode
• Freight Mode can be Air, Sea or Ground.

• Freight Type
• It is the sub-category of Freight Mode. It is at this level Freight Forwarder will be searching to make the quote.

• From Location (Pickup Location)
• This is a search field for Freight Forwarder. It is by state if in US or it is by country if outside US.

• Height
• Height of individual piece being shipped.

• Home Time
• Members can choose their Home time and all transactions for the member will be displayed in the respective time zone immaterial of partners time zone.

• Inbox (My OperSoft Page)
• Message area to the member from OperSoft and from Partners.

• Incremental Charges
• Charges per Transaction after crossing the Transactions Allowed per the Plan Type.

• Individual - Registration Type
• One account and one user.

• Interest Rate
• Interest Rate per Annum Charged by the Banks to service the TPBP Payments.

• International Freight
• Freight in and out of US or anything outside US is categorized as International Freight.

• Invoice (OperSoft)
• The Payable Bill generated for the requested service.

• Invoice Amount
• Amount due as of the invoice date.

• Invoice Amount (Logistics)
• This amount can be different from the Quote Value or Total Freight. On picking the freight if the chargeable weight is different from the one stated then Freight Forwarder can submit an invoice with revised Invoice Amount.

• Invoice Date
• Date on which the Invoice has been generated by the Freight Forwarder.

• Invoice Number
• Reference number of the OperSoft Invoice transaction - members have to mention the invoice number on the check when making payment.

• Invoice Terms (OperSoft)
• Terms which are applicable when the registration is made on Invoice basis.

• Invoiced (Quote Check All)
• Quotes that have been invoiced by Freight Forwarder.

• Invoiced and Archived (Archive)
• Freight Forwarder has converted quote to invoice and has archived.

• Invoiced and Archived (Quote Check)
• Freight Forwarder has invoiced and Shipper is not opting for TPBP.

• Largest Package Size
• It is the size of the largest package in the lot being shipped measured in volume.

• Latest Delivery Date
• Shipper wants the Freight to be delivered on or before this date.

• Length
• Length of individual piece being shipped.

• Length / Width / Height
• Choose the units either Cms (Centimeters) or Inches

• Limit Lending Range
• Minimum and Maximum amount the Bank is ready to lend to Shippers for TPBP.

• Limit Reference#
• Unique Reference Number generated by the system for Each Limit Request.

• Limit Requests (Limits)
• Requests pending with Banker from Shipper.

• Limit Requests Total (Action Pending)
• Total of Limit related transactions pending.

• Limit Requests Total (Archive)
• Total of all Limit Requests that have been archived.

• Limits
• Special Line of Credit offered by Bank to the Shipper. Banks will be making TPBP against this line of credit.

• Limits-Terms
• Terms on which Limits will be offered by Bank to the Shipper.

• Main Contact
• Same as Main User.

• Main User
• The user who created the account and is also an administrator of the account. He can Extend the Plan, Change Plan, Change Sub-User's password, Add Sub-User's, Edit Profile, and also perform all actions of Sub-User.

• Max Limit Offered
• Maximum Amount in Line of Credit (Limits) offered by the Bank.

• Maximum Chargeable Weight
• Freight forwarder is not interested in searching and quoting for shipment having weight more than the maximum.

• Maximum Credit Days
• Maximum days of credit Shipper is requesting for to pay back the TPBP Amount.

• Maximum Limit Request Amount
• Maximum Amount (Limit) Shipper is requesting for the Bank.

• Membership
• It is a paid access to use the OperSoft Portal. Membership charges are collected in advance but any unused charges will be refunded on closing the account or will be transferred when member opts for change in plan.

• Message from OperSoft
• Messages sent from OperSoft to Members appearing on My OperSoft Page

• Message from Partners
• Messages sent from transaction partners appearing on My OperSoft Page.

• Min Limit Offered
• Minimum Amount in Line of Credit (Limits) offered by the Bank.

• Minimum Chargeable Weight
• Freight forwarder is interested in searching and quoting for shipment having weight more than the minimum.

• Minimum Credit Days
• Minimum days of credit Shipper is requesting for to pay back the TPBP Amount.

• Minimum Limit Request Amount
• Minimum Amount (Limit) Shipper is requesting for the Bank.

• Mode of Delivery
• How the Banks want the documents to be delivered to them - it can be either by mail, courier, e-mail or fax.

• My Account
• Everything related to your account.

• My Existing Plan
• The Plan member has chosen.

• My OperSoft
• Home Page or summary page to manage all transactions.

• No Quotes - Active (Quote Check All)
• No quotes till date - within quote by date.

• No Quotes - Active (TPBP)
• No quotes till date - within quote by date.

• Not Accepted (TPBP)
• TPBP quotes not accepted by Shipper.

• Not Accepted and Archived (Archive)
• Shipper has accepted some other quote.

• Not Quoted (TPBP)
• Bank has not submitted TPBP quote.

• Number of Transactions - Excess
• Total Number of Transactions that are excess over the Current Plan.

• Number of Access Allowed
• Total number of transactions allowed per the Plan Type.

• Number of Days Approved
• Maximum Number of days by which the Shipper has to pay back to the Bank.

• Number of Delivery Addresses
• Number of Delivery Addresses a member is allowed to store in the system per the Plan Type.

• Number of Pickup Addresses
• Number of Pickup Addresses a member is allowed to store in the system per the Plan Type.

• Number of Pieces
• Total number of identical pieces in the freight.

• Number of Transactions - Current
• Total Number of Transactions used per the Current Plan.

• Number of Transactions - Remaining
• Total Number of Transactions Remaining per the Current Plan.

• Package Type
• Details of the Package Type.

• Paid By Bank
• Amount Paid by Bank to Freight Forwarder (Vendor) on behalf of the Shipper inclusive of Service Charges and Interest Amount.

• Paid To
• Name of the Freight Forwarder (Vendor) to whom the amount has been paid by the Bank.

• Paid To Bank
• Amount Paid by Shipper to Bank to settle TPBP Payments, Service Charges and Interest Amount.

• Paid to Bank (TPBP)
• This is the final stage of TPBP where Shipper has made payment to Bank.

• Paid to Bank and Archived (TPBP)
• TPBP Bills have been paid back by Shipper to Bank.

• Partners
• Transaction Partners - For Shipper the transaction partner can be either Freight Forwarder or Banker. For Freight Forwarder it is Shipper. For Banker it is Shipper.

• Password
• Initial Password will be provided by OperSoft and the user has to change the password when logging in for the first time.

• Pay Back Date
• Date on which the TPBP amount has to paid back by Shipper to Bank.

• Pay By Bank (TPBP)
• Pending Bank Payment to Vendor or Freight Forwarder.

• Pay By Date
• Date By which the Bank has to make payment to the Freight Forwarder or Vendor.

• Pay By Date (Invoice)
• Date by which the payment has to be made by the User to OperSoft.

• Pay By Date (Logistics)
• Date By which the Freight Forwarder expects the payment from the Shipper.

• Pay To Bank
• Pending Shipper Payment to Bank.

• Pay To Bank (TPBP)
• Total number of TPBPs that needs to be paid by Shipper to the Bank.

• Payment Receipt in Process
• Check received but still not realized.

• Payment Terms
• Terms on which Payment is expected by the Freight Forwarder. Freight Forwarder can maintain a library of Payment Terms.

• Pending Approval (Limit Requests)
• Limits that have neither been approved by Bank nor rejected.

• Per Transaction Charges
• Charges applied for each transaction in the plan.

• Phone Number
• This consists of 3 boxes - first is for country code, second is for phone number and third is for extension.

• PickUp Date
• The date on which the consignment is ready to be picked.

• PickUp Port
• Origin Port - this can be airport or seaport.

• Plan Type
• Plans for members to choose from. Each plan is unique and has its own Service Charges (Fixed Amount), Transactions allowed for the Fixed Amount and Incremental charges on exceeding the allowed transactions.

• Post Freight
• Freight Charges from the Air or Seaport destination to final destination.

• Pre-Freight
• It is the freight amount from the origin to the nearest airport or seaport from where the freight is being shipped.

• Privacy Policy
• Privacy policy under which members will be participating and using OperSoft application and Portal.

• Promotional Access
• OperSoft comes up with various promotions as part of marketing strategy. As part of the marketing strategy, Promotion access will be given to members free of charge. All promotional access will expire after certain time and/or transactions.

• Quote Accepted Date
• Date on which the quote has been accepted by the Freight Forwarder

• Quote by Date
• Date By which the Shipper expects to get the quote.

• Quote Check All (Action Pending)
• Total number of quotes that need some action to be taken and are at various stages.

• Quote Check All (Archive)
• Total number of quotes that have been archived.

• Quote Ref #
• This is a unique transaction number.

• Quote Requests (TPBP)
• Shippers quote requests for TPBP.

• Quote Status
• It is point of time status.

• Quote Value (Total Freight)
• It is the sum total of Pre-Freight, Freight and Post-Freight, Freight Forwarder has quoted for the Shipper.

• Quote/Invoice Amount
• Amount mentioned on the Quote or Invoice that the Shipper has to pay to the Freight Forwarder.

• Quote/Invoice Pay By Date
• Date by which Payment has to be made to the Freight Forwarder per the Quote or Invoice.

• Quoted - Cancelled (Quote Check)
• Shipper has cancelled the quote request process.

• Quoted - Cancelled (TPBP)
• Bank has quoted but Shipper cancels the TPBP quote process.

• Quoted - Expired (Quote Check)
• Freight Forwarder has quoted and the quote is past the "Valid till Date".

• Quoted - Expired (TPBP)
• Bank has quoted - Shipper has not accepted nor rejected and is past Validity date.

• Quoted - Not Accepted (Quote Check)
• Shipper has accepted some other quote.

• Quoted - Not Accepted (TPBP)
• Bank has quoted and Shipper has rejected the TPBP quote.

• Quoted (Quote Check All)
• Quotes that have been quoted and past quote by date.

• Quoted (TPBP)
• All quotes that have been quoted and are past quote by date

• Quoted Accepted - Pay By Bank (TPBP)
• Shipper has accepted the TPBP quote and pending Bank payment.

• Quoted Active (Quote Check All)
• Quoted and still active - within quote by date.

• Quoted Active (TPBP)
• Quoted and still active - within quote by date.

• Quotes and Invoice available for TPBP
• Total number of Quotes and Invoices that are available for the Shipper to make TPBP requests.

• Receipt
• Payment received and realized.

• Receipt #
• Unique identifier for the amount received.

• Ref #
• Reference number of the individual Package that is being shipped.

• Reference #
• Some are mandatory and some are not - these are member reference numbers to continue their existing processes and procedures.

• Registration Type
• This is either Individual or Company type. Individual is one account and one user. Company is one account and multiple users.

• Rejected and Archived (Limits)
• Rejected by Bank and archived.

• Request Approval Date
• The date by which the shipper needs approval of the Limits.

• Requested Amount
• The Amount Shipper requests the Bank to Pay to the Freight Forwarder (Vendor).

• Requested Amount Range
• It is the Range between Minimum and Maximum amount requested by the Shipper.

• Save to Address Book
• OperSoft allows members to store delivery and pickup addresses that can be retrieved and used later.

• Security Policy
• Security Policy under which members will be participating and using OperSoft application and Portal.

• Security Questions
• These questions will help you to retrieve forgotten password.

• Selected Account #s
• Account Number of the Shipper Company. TPBP Quote requests can be searched by Shipper Account #.

• Selected Accounts
• Name of the Shipper Company. TPBP quote requests can be searched by Shipper Name.

• Service Charges
• Fixed charges for particular type of Plan.

• Shipper
• Portal member who wants to ship the goods or consignment.

• Shipper Approved (Limits)
• Limits that have been approved by Banker and Accepted by Shipper.

• Shipper Rejected (Limits)
• Limits that have been approved by Banker and Rejected by Shipper.

• Shipper Rejected and Archived (TPBP)
• Bank submitted TPBP quote and Rejected by Shipper and archived.

• Shipper Transaction Details
• View showing the following 1. Transaction summary between Shipper and Bank 2. Transaction Summary between Shipper and all Banks on OperSoft Portal 3. Transaction Listing of last 30 days or last 30 transactions.

• Smallest Package Size
• It is the size of the smallest package in the lot being shipped measured in volume.

• Special Instructions
• Any special instructions that need to be conveyed to the Freight Forwarder.

• Status
• Status of the logistics or TPBP quotes.

• Sub-User
• Sub-User can do the transactions and can manage transaction but cannot see the account details. If a Sub-User forgets his password he has to contact the Main-User.

• Successful Transaction
• Transaction that ends up with the quote being accepted. It can be Logistics Quote or TPBP Quote.

• Terms and Conditions
• It can be either TPBP-Terms or Limit-Terms. It is the terms on which the Bank is ready to offer Limits or make TPBP payments. It can also be the Terms under which Freight Forwarder quotes for the freight.

• Terms of Use
• Terms under which members will be participating and using OperSoft application and Portal.

• Third Party Bill Payment Total (Action Pending)
• Total of all TPBP quotes that need action and are at various stages.

• To Location (Delivery Location)
• This is a search field for Freight Forwarder. It is by state if in US or it is by country if outside US.

• Total Actual Weight
• Total Actual weight of the all the packages being shipped via single transaction.

• Total Chargeable Weight
• Total Chargeable weight of all the packages being shipped via single transaction.

• Total Freight
• It is the sum total of Pre-Freight, Freight and Post-Freight.

• Total Volumetric Weight
• Total Volumetric weight of all the packages being shipped via single transaction.

• TPBP
• Third Party Bill Payment - Third party makes payment on behalf of member here to the partner or vendor. Here the third party that is making the payment is the Bank.

• TPBP
• Banking product or instrument via which Banks will be making payments to the Freight Forwarder on behalf of Shipper.

• TPBP (Actions Pending)
• Total number of transactions related to TPBP pending.

• TPBP (Archive)
• Total number of TPBPs that have been archived.

• TPBP Bank Contact
• Bank Contact who is responsible for the TPBP transactions.

• TPBP Pay By Date
• Date By which the Bank has to make payment to the Freight Forwarder or Vendor.

• TPBP Quote By Date
• Date by which the quote is needed by the Shipper from the Bank.

• TPBP-Terms
• Terms on which TPBP payment will be made by Bank to the Vendor on behalf of Shipper.

• Transaction Details
• Listing all transactions for 30 days and also summary transactions for last 6 months.

• Transaction Summary
• View showing the following 1. Transaction summary between Shipper and Bank 2. Transaction Summary between Shipper and all Banks on OperSoft Portal 3. Transaction Listing of last 30 days or last 30 transactions.

• Transactions
• Transactions can either be Logistics Transaction or Banking Transaction.

• Transactions Allowed
• The number of transactions allowed for the Fixed Amount per the Plan Type.

• US Freight
• Freight Pickup and Delivery are both in US.

• Username
• It is alphanumeric and is unique to the user and is provided by OperSoft.

• Valid Days
• For how long the plan is valid from the date of registration.

• Valid From
• Registration Valid from date.

• Valid Till
• Registration Valid till date.

• Validity Date (Logistics)
• Date till which the Freight Forwarder's quote is valid to the Shipper.

• Volumetric Weight
• 6000 Cubic Cms = 1 Kilo or 165.98 Cubic Inches = 1 Lb.

• Weight
• Choose the units either in Kilos or in Pounds

• Weight/Piece
• Weight of individual piece being shipped.

• Width
• Width of individual piece being shipped.

• ZIP/Postal Code
• US customers can enter ZIP and all others can enter Postal Code.