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User Access Type
Basic Access- Task Tile “Deliveries To Book” only
Full Access- All Task Tiles
Deliveries To Book
Shows List of Shipments for Delivery Booking at ‘Confirm on Board’ state/status ready for Delivery Booking.
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To Book Deliveries
On the Dashboard, click “Deliveries To Book” Task Tile
You will be directed to the “To Book” screen
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Created Delivery Booking from this Task tile (“Deliveries To Book”) will be sent to Task tile "Planned Deliveries" and Deliveries Require POD and Customs” Task tiles.
Deliveries Require Confirmation
Created container Delivery booking (from Client user) will be sent to Task tile “Deliveries Require Confirmation” for Approval.
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Destination Agent can accept or reject the delivery booking.
If Destination rejected the booking, this container will go to Task tile "Deliveries To Reschedule" (for both Client and Destination Portals)
If Destination accepted the booking, this container will go to Task tile "Planned Deliveries" (for both Client and Destination Portals)
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After the destination agent reviewed the created booking details and Accepted/Confirmed,
it deliveries will show on Customer and Destination user
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On the Dashboard, click "Planned Deliveries" Task Tile
You will be directed to the Planned Deliveries screen. It will show all Confirmed Container bookings and Rescheduled Bookings. Allows user to Print, Amend or Cancel Booking details.
this Task Tile. This is where user can View and Print delivery details, and also Amend and Cancel Deliveries.
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Info |
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Icons on the Tool Grid |
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Click Cancel icon on the Tool Grid
Add Notes
Click “Cancel Delivery” button
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Amended Deliveries will stay in the Task Tiles "Planned Deliveries" and "Deliveries require POD and Customs"
Cancelled Deliveries will fall to the Task Tile "Deliveries to Reschedule"
Deliveries To Reschedule
After the destination agent reviewed the booking details but REJECTED,
it deliveries will show on Customer and Destination user tiles "Deliveries To Reschedule"this Task Tile.
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To Reschedule Deliveries
On the Dashboard, click "Deliveries To Reschedule" Task Tile
You will be directed to the To Reschedule screen
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Click
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Select Container Number by clicking the check box on its left
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Calendar icon on the Tool Grid
Add Customs Clear and POD Date and Time (required)
Add Client Ref and Notes (optional)
Click “Book” button
Rescheduled delivery booking container will fall into:
Customer and Destination tiles "Planned Deliveries” Deliveries” - where the two users still has a chance to Amend or Cancel delivery booking.
Destination tiles “ Deliveries require POD and Customs”- where destination user can now add POD and customs details after completing this task Container status will mark as Delivered.
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To confirm amendment made by customer jsut tick /client, Click check box against the container you wish to confirmed chnageschanges.
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Below page will prompt to user once amend button is clicked.
Click Accept Delivery should you wish to confirm customer amendments.
Click Reject Delivery should you wish not to confirm changes
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Accepted Deliveries will fall into both customer and destination Task Tile "Planned Deliveries" and Destination Task tile "Deliveries require POD and Customs"
Rejected Deliveries will return to the Task Tile "Deliveries to Reschedule"
Deliveries Require Cancel Confirmation
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Click confirm cancel button to proceed, note that it will requires a the user to put a notesAdd notes or reason for cancellation.
Deliveries Require POD & Customs
This will show all Accepted/Confirmed Container bookings
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to add POD and Customs
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User can filter results just add criteria on the fields
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Tick checkbox against the container should you wist to POD and customs
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Click POD and Customs button to proceed the process
Add customs Clear date
Add POD date
Click Submit to complete this task
Clearance Dates.
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On the Dashboard, click "Deliveries Require POD & Customs" Task Tile
You will be directed to the below screen. It will show all Confirmed Container bookings and Rescheduled Bookings. Allows user to Print, Amend or Cancel Booking details.
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To add POD and Customs Dates:
Click Calendar icon on the Tool Grid
Add Customs Clear and POD Date and Time (required)
Add Client Ref and Notes (optional)
Click “Submit” button
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