Dynamic — CRM v15

Dynamic

CRM · v21

Companies

Navigation

Inventory

Purchases

Accounting

Portals

Reference

Inventory

Sales & Purchasing

Documents

Add Journal Entry

Date *

Description

Journal Records

Add Account

Create Invoice

Record payment

Edit

Add Contract

Pick the services first (one or more), then the vendor that provides them. You'll then choose per-service pricing or a Lump-Sum deal. Only Booking · Trucking · Loading · Material are contracts.

Add Broker Customer

Account

Company Name *

First Name

Last Name

Email

Phone

Address

City

State

ZIP / Postal Code

Login

Username *

Password *

New Broker

Company Name *

First Name

Last Name

Status

Primary Email

Phone

Additional Email

Account Manager

Pricing Group

Blocked

Street Address

City

State / Region

ZIP / Postal Code

Due in (days)

Due Date Based On

Before / After

Show Invoices

Charge by Day

Create Inventory

Allow broker to check vehicles when creating inventory

View Cover Sheet

Broker can see the cover sheet document

View Loading Photos

Broker can see photos taken during loading

Edit Vehicle Weight

Broker can modify weight in inventory

Add Contact

Contact Info

First Name *

Last Name *

Role / Title

Email *

Phone *

Login

User Name *

Password *

Roles

Select one or more roles for this contact

Add Incoming

Vehicle

VIN *

Year

Make

Model

Info

Broker

Title Status

Add Buyer Contact

Contact Info

First Name *

Last Name *

Role / Title

Email *

Phone *

Login

User Name *

Password *

Roles

Select one or more roles for this contact

Add Buyer

Identity — required for Active

Company Name *

ID Type *

Tax ID *

Master Dynamic Agreement — Signature Required (fill Company Name, ID Type and Tax ID)

Address — the Country sets Domestic vs International

Street Address *

City *

Country *

State *

ZIP Code *

Contact Person

First Name

Last Name

Phone

Email (optional)

Power of Attorney (POA) *

The POA is generated automatically. The template below comes from Configuration → Default Emails → "power of attorney text". Buyer fields you've filled above are merged in live. On Save, the POA PDF is emailed to the buyer automatically — no extra steps. You can still upload a custom POA instead.

POA Preview (auto-filled from this form)

Fill the form above, then this preview will populate.

E-sign the POA — required to activate the buyer

Signed by — full name

I have read and agree to the POA; the drawn signature is a legal e-signature.

POA File auto-generated on save, or upload your own

POA attached — buyer will be emailed for e-signature on save

Add Consignee

Shipper

Consignee Company Name

First Name

Last Name

Address

City

State

Country

ZIP / Postal Code

Phone

Email

Image

Add USPPI (Routed Transaction / Domestic Seller)

No Power of Attorney is required for a USPPI. It becomes Active once Company Name, ID Type and EIN / ID Number are filled. USPPI is used for the ITN# — captured later at dispatch / booking.

ID Type

EIN / ID Number *

Company Name *

First Name

Last Name

Phone

Address Line 1

Address Line 2

City

State Code

Postal Code

Power of Attorney

Upload POA File

No file selected

Or paste URL

Send to Email

Email Note

Edit Title

Title Status

No Yes

Lien on Title?

No Yes

Pending?

No Yes (Pending)

Buyer Name

Title #

Title State

Receive Date

Privacy

No Scan Scan Private

How was the original title received?

📄 At Office — original on hand 📧 By Email — copy received

Trucking # (optional)

File / URL

Edit BOS

BOS Status

No Need Yes No

BOS Pending

No Yes (Pending)

Won Value ($)

BOS File *

Buyer Type *

USA Domestic Buyer

International Buyer

USPPI

Add Receiver Name

Receiver Name

Add Expense

Expense Name *

Added to Configuration → Expenses and selected on the current field.

Add / Edit Cone #

Cone #

Add / Edit Won Value

Won Value ($)

Add Image

Image

Upload File

No files selected

Add Vehicle

VIN

Warehouse

Year

Make

Model

Color

Value ($)

Bill Value ($)

Exec Date

Arrival Date

Broker

Consignee

Destination

Note for Dynamic

Invoice Note

New Lead

Lead Title

Prospect Name

Country

Estimated Value (€)

Assigned Rep

Stage

Convert Lead to Broker

Company Name

Country

Assigned Rep

Phone

Email

Send Welcome Email

To *

Name

Subject

Message

Delete?

This cannot be undone.

Add Shipping Line

Meeting Notes

Capture comments while reviewing the prototype with your client

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