Follow every stem.
Explain every result.

Follow-up 01

One queue for the work due now

Start with your own accounts. Authorized owners and administrators can recover unassigned work, review the team queue and cover a colleague for a defined period.

• Cadence, exact next-contact time, waiting and paused plans
• Due promises take precedence without rewriting the relationship plan
• Customer replies stay visible until a person reviews them

Follow-up 02

Contact with context, then record the outcome

Edit a call, WhatsApp or email starter with the customer record in view. Opening the external channel records nothing. Save the real outcome and next contact only after the contact attempt.

• Spoke, sent message, no answer and asked-to-wait outcomes
• Contact-specific activity history and next action
• Move straight to the next due account after saving

Follow-up 03

Bring attention back to the right account

Due work and incoming replies that still need review can appear in Action Inbox. A private daily in-app reminder follows the account owner’s local day and notification preferences.

• No automatic customer email or WhatsApp message
• Promises remain independent tasks until explicitly completed
• Mailbox history is optional and limited to known contacts

Sourcing 01

Supplier replies with their history intact

Record each source and quote revision against the customer requirement. A quoted zero remains different from no reply, and an expired price remains in history instead of silently disappearing.

• Email, WhatsApp and phone sourcing records
• Preserved quote history, validity and extra charges
• Latest response beside the earlier commercial trail

Sourcing 02

A comparison that shows what is missing

Compare supplier totals across the required products and quantities. Partial replies, missing costs, expiry and currency conversion stay visible before a buying choice is made.

• Line cost, fees and total buying cost
• Completeness and validity beside price
• Explicit FX assumptions where currencies differ

Sourcing 03

Private estimated margin pinned to the deal

Save an estimate against exact supplier and customer quote revisions. Buying economics remain in authorized trader views and stay labelled estimated margin, not reconciled profit.

• Customer revenue and supplier cost kept distinct
• Superseded-revision warnings when the deal changes
• Private internal notes kept out of customer history

Sourcing 04

Two acceptances, one explicitly linked trade

Supplier acceptance creates the purchase commitments. Customer acceptance creates the customer order separately. Link them to the same stem only when both commercial decisions are ready.

• Customer-shared rounds separated from supplier and internal entries
• Purchase and sale quantities preserved independently
• Accepted trade carried into delivery and accounts

01

Client 360 & credit

Keep customer details, contacts, account notes, activity and due follow-ups beside the commercial history.

• Connected enquiries, quotes, orders and invoices
• Assigned next contacts, due promises and reply-aware follow-up status
• Credit limits, risk status and decision history
• Booked exposure, uninvoiced deliveries and overdue balances by currency

02

Marketplace RFQs & quotes

Request fuel for the vessel, port and delivery window. Match invitations to declared supply capabilities and compare clear, versioned offers.

• Supplier company profiles, products, delivery modes and availability
• Specifications, quantities, validity, charges and commercial terms
• Independent screening approvals and full or partial awards

03

Manual sales & commercial book

Bring enquiries from phone, email and existing relationships into the same desk. Customers can continue working with you without a platform account.

• Offers and recorded external acceptance
• Assigned owners, quote deadlines and follow-ups
• Commercial classifications and recorded outcomes

04

Sales performance & targets

Follow desk activity, wins, booked sales and margin coverage. Connect performance discussions to the underlying account or stem.

• Customer, port and salesperson breakdowns
• Office and team structure, sales and margin targets
• Historical sales credit preserved when people or ownership change

05

Linked purchases & sales

Use one stem workspace to keep the supplier purchase and customer sale connected while retaining each party’s accepted terms.

• One purchase across several sales, or several purchases for one sale
• Quantity allocations and remaining exposure
• Purchase prices, currencies, tax, fees and commissions

06

Progressive deliveries

Follow each delivery line through the stem, with the relevant BDN and quality evidence attached.

• Multiple barges, products and partial deliveries
• Ordered, received, delivered, invoiced and cancelled quantities
• Short delivery and corrections with their reasons and original evidence

07

Reviewed document intake

Review AI-proposed quote, BDN and invoice details beside their source. Your team confirms the facts before they enter the commercial workflow.

• Product lines, prices, quantities, units and delivery dates
• Density references, sample seals and printed specifications
• Source pages, uncertainty and retained reviewer corrections

08

Exceptions & bunker claims

Give discrepancies an owner and build the evidence needed to resolve quantity, quality, late delivery and document claims. Keep the current settlement offer visible; financial-effect closure and extended claims-metrics screens remain planned.

• Quote, order, delivery, BDN and invoice comparisons
• Survey, MFM, protest, laboratory, sample-seal and custody records
• Contract-specific notices, deadlines, receipts and later evidence
• Supplier and customer case chronology with clear ownership

09

Invoicing & receivables

Issue invoices from accepted commercial and delivery facts. Follow dispatch, payment evidence and the balances that still need attention.

• Customer invoice PDFs and payment allocations
• Full or partial credits and corrected invoices
• Outstanding, overdue and disputed amounts by currency
• Preserved receivables snapshots and correction history

10

Supplier 360 & payment-detail controls

Maintain supplier identities, contacts and purchase history. Restricted beneficiary-detail changes require one authorized person to propose the change and another to review it; BDN360 does not move money.

• Supplier contacts, purchase history and supporting records
• Separate authority for proposing and reviewing beneficiary changes
• Recorded review decision and change history
• Review details before use; payments stay in your banking system

Four-way AP matching

A self-serve finance view is planned to compare purchase commitments, delivery and BDN evidence, required quality and quantity evidence, and supplier invoice lines.

• Duplicate, price, quantity and missing-evidence exceptions
• Partial allocation and unapplied-credit review
• AP item return is not part of the current accountant workspace

11

Accountant handoff & return

Give your accountant a clear customer-invoice package and a route to return accepted items, rejected items and corrections. A direct accounting connection is planned separately.

• Issued customer invoice and credit PDFs, financial tables and supporting evidence
• Item manifest, currency totals and correction or re-export references
• Scoped access and item-level receipt or rejection tracking
• Returned posting references and reconciliation evidence

12

Cost control & explained margin

See how the result develops from quote to reconciliation, with the supporting costs and outstanding gaps visible.

• Quoted costs, recorded accruals and accepted cost inputs
• Original amounts, exchange rates and payment evidence
• Quoted, accrued and reconciled margin by stem, customer and portfolio
• Cost coverage, exclusions, late charges and settlement effects

13

Voyage-aware total cost

For launch, authorized teams can evaluate these feasibility and scenario studies in supervised internal preview. Compare the cost of the whole decision using the vessel, route, quoted terms and expected consumption.

• Purchase cash, consumed-fuel cost and remaining inventory
• Barging, port charges, diversion, waiting, financing, tax and FX
• Tank capacity, compatibility, reserves, availability and delivery-window checks
• Price sources, sensitivity comparisons and preserved decisions
• Qualified ETS estimates and FuelEU scenarios with their coverage shown

14

Alternative fuels & sustainability

Keep product, pathway and qualification records for an enabled fuel scope. Full activation across the commercial lifecycle remains planned by product, port and delivery mode.

• Product, blend and local qualification details
• Recorded certificates and consignment evidence
• Quantity splits, blends, transfers, allocations and corrections
• Recorded consumption within the enabled scope
• Partner exchange and a full end-to-end fuel journey remain planned

Accounting & e-invoicing

Accountant-specific import templates, SIE posting proposals, direct accounting connections and Peppol delivery remain planned until the receiving accountant, system or provider is validated.

Native eBDN exchange

Native eBDN exchange remains planned until a participating provider, document contract and agreed fuel, port and delivery scope are validated.

Price, quality & sustainability sources

Market-price, laboratory and sustainability connections remain planned until source coverage, data rights and supported workflow are confirmed.

Customer email history

When a workspace administrator enables and configures it, connect Gmail or Microsoft 365 Inbox and Sent metadata for known customer contacts. Your BDN360 team can see subjects and contact times; message bodies stay in the mailbox, and BDN360 does not send the email.