Test flow – Company Admin

You run the whole shipment: set up the company, create the quotation, approve the bid, create and dispatch the order, invoice the customer, pay the carrier, and check the reports.

1. Setup (shipment stage 1)

1. Log in as the company admin → Master Manage.
2. Add Equipment (2), Mode Of Transport, Unit, Tax, Discount, Terms & Conditions.
3. Add Customer Type and Carrier Type; check/add Lead Source, Lead Status, Followup Status, Quote Status, Tracing Status.
4. Set the ID series (Order, Quote, Lead, Customer, Carrier): prefix and start number.
5. Currency: set the rate for your currency → Update (needed before paying an expense).
6. Add Expense Category, Vendor, Bank Master (one account number cannot be used twice inside a company).
7. HRM → Role List → Add Role: "Sales" with some permissions, and for Users / Carriers / Expenses choose My Data; a second role "Manager" with All Data. Tick notification view in one role [upload].
8. HRM → Add User: a staff user with the "Sales" role (password min 8; an email already used must show an error). Check User List.
9. CRM → Customer and Carrier → Carrier List: the registered customer and carrier appear with the right email and phone.
10. Carrier List → Edit the carrier: set Liability and Cargo Insurance End Dates in the FUTURE (otherwise dispatch says "Insurance is Expired"). Save, reopen – documents are still there.

• Check: records show in lists, edit/delete work, duplicates are refused where they should be.

2. Lead and customer (shipment stage 3)

1. CRM → Add Lead: name, company, email, phone, address → Save. Also try Bulk Upload Leads with a small file.
2. Open the lead → add a Follow Up (status, date, note). Check Follow Up Leads, Missed Followups, Quotation Leads.
3. CRM → Customer → Add (or convert the lead): customer type, credit section, primary address; tick "same as primary address" for mailing – red errors disappear and state/city fill [upload].
4. Customer List → Assign the customer to the staff user (needed for the "My Data" test).

3. Quotation and Load Board (shipment stage 5)

1. Quotation → RFQ List → open the customer's request → Update Quote: set the price, tick Admin Approved, save (a request that is not approved goes back to the RFQ List, an approved one to the Quotation List) [upload].
2. Quotation → Quotation List: change the status badge to Approved. Try Quote PDF and Send Email.
3. Quotation → Approved Quotation List → Action → Send to Load Board.
4. Load Board → Load Board List → Bid Limit: it is the maximum NUMBER of bids; save, reopen – the saved value shows [upload]. Set the days and Publish.
5. Also test Quotation → Create Quotation (direct, without a customer request): customer, FTL/LTL, equipment, pickup + delivery, shipping details, charges/discount/tax, final price.
6. The customer approves the price (customer role); then continue below.

4. Approve the bid and create the order (shipment stage 7)

1. Load Board → Carrier Bids → open the carrier's bid → Approve. Approved Bids lists it.
2. Load Board List → Action → Create Order (the customer must be a real Customer) – or Order → Create Order. Check it is prefilled → Save.
3. Order → Order List and Pending Orders show the order.

5. Dispatch to the carrier (shipment stage 8)

1. Order → Order List → Action → Dispatch: choose the carrier you approved, equipment, carrier rate (the bid amount), truck unit, trailer unit, PAPS/PARS, driver. Picking the carrier fills Contact, picking the driver fills the phone.
2. Save. Order → Dispatch List shows it.

6. Delivery – what you check (shipment stage 9)

1. Order → Tracing shows the carrier's updates; Delivered Orders shows the POD.
2. If you tick Send Email on a tracing update: the customer gets the email and the carrier a separate copy [upload].

7. Customer invoice and payment (customer pays the company, stage 10)

1. Invoice → Customer Invoice (A/R) → Invoice Not Sent: create / preview the invoice → tick it and Send Invoice (moves to Receivable). The email must reach the customer.
2. Receive Payment – a part payment, then the rest. An amount bigger than the invoice must be refused [upload]. Status goes Partially Paid → Paid.
3. Check the Paid list, receipt and Receivable Age.

8. Carrier invoice and payment (company pays the carrier, stage 11)

1. Invoice → Carrier Invoice (A/P) → Invoice not received (delivered with POD): Receive Invoice (carrier invoice no. and amount).
2. Make Payment (part, then full; over-payment refused). Check the Paid list and Payable Age.

9. Expenses (stage 12)

1. Expenses → Add Expense (category, amount, invoice no.): a negative amount and a duplicate invoice number must be refused [upload].
2. Add Vendor Expense, Expense List, Vendor Expense List.
3. Paid Expenses → make the payment (needs the Currency rate from step 1).

10. Reports (stage 13)

1. Reports: Order, Invoice, Quotation, Carrier Dispatch, Expense, Commission, Profitability, Accounts Receivable / Payable, All Revenue, Profit & Loss, Bids, Tax – totals must match your test order; try the filters and dates.

11. Isolation check – the most important one (stage 14)

1. Type another company's order / invoice id in the address bar → "not found".
2. Look at the lists of the staff user on My Data, a brand-new customer and a brand-new carrier (they are tested in their own flows); nothing of another company may appear anywhere.

12. Notifications, Mass Email and the rest (stage 15)

1. Admin → Notifications: all company notifications with filters (For, Status, Type, dates, search) and normal Previous / Next links [upload]. A staff user with the permission sees it; without it "forbidden" [upload].
2. The bell: after reading the last notification the list shows "No new notifications" and the dot hides. Admin pages do NOT refresh the bell by themselves (on purpose).
3. Admin → Mass Email to a group that has only your own address: the campaign becomes "completed" and the email arrives.
4. Admin → Order List → Cancel an order, and from Pending Orders; Repeat Order; Claim/Dispute Orders.
5. Settings: General Setting (logo; foreign phone numbers are allowed); Admin Profile: an empty username must be refused [upload].

13. After each upload

Run route:clear and view:clear (and the migrations for the new permissions), then repeat only the steps marked [upload].