Ship Chandlers - Orders, Logistics, Claims

Planfix is a no-code platform, so you model your exact ship supply workflow instead of forcing it into a generic template. Start with RFQs and orders for one port or client, then add logistics tasks, claims, and dashboards. You can reuse templates and boards as you scale across ports, without custom development or long projects. You can also copy existing solutions, adjust fields and statuses, and test changes with a pilot team before rolling them out.

Captains, agents, and suppliers can keep using email or their usual channels. Email to ticket and channel to task turn their messages into structured tasks. When you need more transparency, Client's Dashboard lets owners and agents see selected orders, proofs, and claims in a simple portal without learning the full system. You decide what each external contact can see, and Planfix keeps a complete audit trail of every message and document.

Many ship chandlers already run ERP for accounting. Planfix does not replace that; it sits alongside ERP and handles daily operational work. Tasks, boards, and reports give operations the flexibility they need, while data tags and reports still feed the numbers finance expects. Open APIs and webhooks help you connect both worlds, so orders, invoices, and costs stay synchronized without manual re-entry. This lets you keep finance and compliance happy while giving operations a tool that finally matches how they actually work.

Most teams begin by centralizing RFQs and orders, then building a Planner board for port calls. Next, they add warehouse and delivery tasks, claims workflows, and management dashboards. Our help center, templates, and support team guide configuration at each step. Because Planfix is no code, you can adjust fields, rules, and automations as you learn, without restarting projects or bringing in developers. You can start in one port or region, compare performance before and after, and then extend the same pattern to the rest of your network.