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Dashboard Task Tiles
I. Draft Bookings
Click Draft Bookings are partially completed shipments that haven't been sent to SEKO Origin. Booking Task tile to show Draft List and complete a booking.
These Bookings has been created but not yet submitted to SEKO Orgin.
Bookings are created via DCM Vendor Portal under Bookings Menu → Booking ADD
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To view specific Bookings:
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Search Options
Search Panel
You can select one or multiple options to refine your search
Type the Booking Ref
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or Select Client, Branch or Transport Mode
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Click SEARCH button
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Header
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Filter tool
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Click Column Header → Filter
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Select on the options or Type keywords to search.
Each column will have a different filer criteria. Utilize “contains” on filter which will not restrict the search
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Grid Tools & Functions
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Use Tools in the left side of the Grid as follows:
Click + icon to expand/collapse row and show PO Line number details
Click pencil icon to edit and complete Draft Booking
Click Bin icon to delete the Booking
Edit/Update a Draft Booking
Click pencil icon and complete the details on each section/tab to submit for Client’s Approval.
Follow same steps in Booking ADD Menu.
Regularly check the Draft Bookings Task tile.
You can either complete or request to cancel these bookings.
Once a booking is sent to SEKO Origin, you cannot make changes to PO numbers, quantities, or shipment details directly in the system. Any necessary changes should be communicated directly to your SEKO Origin contact.
II. Pending ShipmentInstructions (SI)
Once SEKO Origin office have added in the shipment details (including mode of shipment) Shipment details and Shipment is approved by the client, it will appear in the "Pending Shipment Instructions" Task tile.
This List Bookings Shipments that have been submitted (Shipments created) but can still be amended updated before the final submit
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Click Edit icon to complete Shipment Instructions submission.
This task tile is only available for users with permission to View and Edit Booking Shipment Instruction
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The "Pending Shipment Instructions" data is auto-populated from your original booking and details must be completed. (See Booking List)
Finalize the packing list quantity of the goods that you are shipping.
Follow the specific instructions provided for each types of shipments load - Vendor Load and CFS load.
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Use Tools in the left side of the Grid as follows:
Click + icon to expand/collapse row and show PO Line number details
Click Edit icon (pencil) to complete Shipment Instructions
Text in Grid are displayed color coded
‘Red’ if the ETD is in the past or if the current date is within 6 days of the ETD.
'Amber' if the current date is between 7 and 9 days of the ETD.
‘Black’ if the ETD is more than 10days.
CFS Load Booking Type
SEKO's warehouse or a designated CFS (Consolidation and Forwarding Station) will handle the loading of goods into containers.
all MANDATORY fields will have a red Asterixis *
The toolbar on the Header Section shows your progress:
Green checkmark (✔): This means you've finished that section.
Exclamation point (!): This means you're currently working on that section.
Red X (X): This means you still need to complete that section.
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Section 1: Booking Form
This is a Read only view of the original ‘Booking Form’
Click “Next” to move onto the next section/tab
For reference, CLICK → https://seko.atlassian.net/wiki/spaces/SMAN/pages/3059613768/Supply+Chain+Vendor+Menu#Section-1%3A-Booking-Form
Section 2: Goods Details
Amend any details that have changed: Cartons, cbmCBM, weight, Marks and Numbers, Description of Goods, Unit Price Currency .
Unit Price Currency is only required if you will use the “Invoice” section.
This should match the Invoice as required when completing the Invoice section and will need to be amended if they do not match.
Click "Save” to apply changes made
Click “Next" to move to the next section
For reference, CLICK → https://seko.atlassian.net/wiki/spaces/SMAN/pages/3059613768/Supply+Chain+Vendor+Menu#Section-2%3A-Goods-Details
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Section 3: Select Orders
This is the Final packing list. Ensure all PO lines are complete.
Add PO line items If there are any orders
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not included in the booking.
To add Purchase Order:
a. Manually add PO
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Type PO numbers in the search box and click SEARCH button
Click checkbox to select PO number header or select each PO line number if partial shipping is needed
Click “Pick Purchase order” button
Click “Next" to move to the next section
b. Upload & Pack Multiple POs using csv file
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Click “Upload/Pack Purchase Order” button below the grid
Upload File
Sample csv file:
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PoNumber,LineID,ProductCode,Size,Quantity,ContainerNumber,CartonsPcs,Volume,Weight,UnitPrice,InvoiceNumber TEP PO10032023,2301,B3011BA,S,1,KKFU1572821,1,1.2,2,1,IN123 TEP PO10032023,2301,B3011BA,S,1,MSKU9030613,1,1.3,2.5,2,IN123 |
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Section 4: Confirm Quantities
For any new PO picked, it will show a Zero QTY quantity for Booked and Shipping, you must manually update the required shipped amount. Shipped.
As this PO was not on the original booking that was sent for Client approval, you must manually update the required shipped quantity.
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A warning message will show “One or more records without: Shipped Qty. Please update or delete these records” |
PO Removal - this is the final packing list and if a PO was on booking form but is no longer available to ship, it must be removed.
Click “Bin” icon to Delete the line item.
Update or confirm the following fields/columns:
Carton/Pcs
Shipped Qty
Shipped CBM
Net Kgs
Net Packaged KGs
Gross KGs
Batch Number
Unit Price
The Shipped Quantity must match your Packing list 100%
Click Bin icon to Delete the line itemClick "Save” button to apply changes made
Click “Next" button to move to the next section
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Section 5: Upload
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documents (Shipment SI)
Click “Upload Docs” button
Select Files to upload
Use the drop down to Select Applicable Document Type you are uploading
Click Upload Button
Repeat above steps until all documents are uploaded
Click “Next" to move to the next section
You can View, Replace and Delete documents by clicking the icon in the left side of the grid
Below Documents are required if the the following is declared in Section 2 Goods Details
Material Safety Data Sheet (MSDS) for Dangerous Goods is Non DG with MSDS Upload
Fumigation Certificate - Wood Packaging (Fumigated By is Shipper)
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Section 6: Invoice
Optional Step
Allows vendors to record details of the invoices that will be charged to the client for the products being shipped.
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A Unit Price Currency must be selected in the Goods Details before proceeding to Invoice |
The Invoice step section consists of 3 tabs:
Invoices: This tab supports creation, editing, and deletion of Invoice header records.
Click Create New Button
Fill out Required fields in the “Add Invoice” screen - Invoice number, Dates, Value
Assign Line to Invoice created in the “Unassigned Tab”
Click Edit or Delete Icons on the left of the Grid if necessary
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Unassigned Lines: Shows booking lines to assign to an invoice record.
For multiple Invoices, Use Search Panel to filter PO Number or Product Code
Select PO Number by clicking the checkbox on its left
Select Invoice (if multiple invoice) in the dropdown
Click “Assign to Invoice” Button
Assigned Lines: Shows assigned booking lines and allowing the User to unassigned them from an invoice record.
For multiple Invoices, Use Search Panel to filter PO Number or Product Code
Select Invoice Number by clicking the checkbox on its left
Click “Unassign” Button
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Section 7: Submit SI
Review the booking summary and ensure that the Total PO Lines/PO Qty/Booked QTY and Cargo ready/Target Handover Dates are all correct
Read Terms & Condition and Toggle YES button to Agree
Enter your name
Click "Submit" to finalize the booking
Confirmation message will appear that “Your booking has been updated”. Take note of the Booking Ref#
Click “Print Booking Form” to Print document
Automatic Notification will be sent to Origin/Branch when the SI has been submitted
Email Subject is “Shipment Instruction (SI) Approval Request”
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Vendor Load Booking Type
Vendor is responsible for loading the goods into the Full Load Container, also known as a container yard-container yard (CY/CY) shipment and providing the container details to SEKO Origin.
When completing a Vendor Load, there will be “Container” and “Packing” Section to Fill out.
These tabs are not visible for CFS Load.
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Container Details
Provide details of the containers used, including number, size, and seal number.
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Click “Create New” button
Input Fill out all required fields in the Add Container screen
Click “Save” button
Click Edit icon on the left side of the grid, if necessary
container number must be on the correct format with respect to ISO 6346: https://en.wikipedia.org/wiki/ISO_6346
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Packing Information
Specify which PO items are packed into each container.
Ensure the total quantity packed matches the total quantity on the POs.
<insert screen recording here>
“Packing” - Section where users can pack/unpack and confirm/update Carton/pcs and Shipped Quantity.
Packing could also be done from the “Select Orders” section using the CSV upload process
The Shipped QTY with automatically default to the Booked QTY. If this has changed you MUST update the shipped QTY
The Shipped Quantity in Packing of containers, must match your Packing list 100%
To PACK tab - Assign PO number to a container Once Carton/pcs and Shipped Quantity are confirmed
PACKED tab - Unassign PO number to a container if Carton/pcs and Shipped Quantity needs to be updated
Client Admin can set Mandatory weights requirement.
If these are ON, you cannot pack into containers unless required weights are filled in
III. Shipments Pending Documents
This Task tile lists all Shipments created from the Vendors bookings Vendor Booking where either the Commercial Invoice or the Packing Lists have List is not yet uploaded.
specific users will be given permission to View this Task tile Vendor Document Tracking
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Click “Shipments Pending Documents” Task tile to View Shipment status, details and Upload Pending Documents.
Helps to monitor the status of crucial shipping documents associated with each shipment. It provides visibility into the document lifecycle, from creation to receipt, ensuring timely submission and preventing potential delays in the shipping process.
specific users will be given permission to View this Task tile Vendor Document Tracking
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Click “Shipments Pending Documents” Task tile to View Shipment status, details and Upload Pending Documents.
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Upload Pending Documents
Click Upload icon
Select file in your drive to upload
Select document Type
Click Upload button
Document types for tracking
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Packing List (Factory Packing List & Spare Part Packing List)
Commercial Invoice (Factory Invoice & Commercial Invoice & Spare Part Commercial Invoice)
Document Status
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Green Check Mark - Indicates that the document has been received and is complete.
Amber Warning - Indicates that the document is overdue and requires immediate attention.🕐 Clock - Indicates that the document is pending and has not yet been received.
Documents are Overdue
if they have not been attached and:
2 days have elapsed since due/CoB for Packing List and Commercial Invoice documents
5 days have elapsed since due/CoB for Housebill/Airwaybill documents
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Upload Pending Documents:
Click Upload icon
Select file in your drive to upload
Select document Type
Click Upload button
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Once all documents have been uploaded, Shipment will be removed from this List
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