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To Approve (Shipments)
This Tile will show List of Shipments after Shipment Creation from Origin Agent.
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Auto Approved
On the Dashboard, click “Auto Approved” in the To Approve tile to show List of Shipments that are Automatically approved and are Authorized to Ship based on the Approval Rules set.
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Review Approvals
On the Dashboard, click “Review Approvals” in the To Approve tile to show Shipments Requiring Authorization and Manual Approval.
Click Approve icon
to take you to the Approval screen.
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History and Changes is also shown on the last tab.
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In-Transit (Shipments)
This Tile will show List of Shipments with their status and details.
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View All Shipments
On the Dashboard, click “View All Shipments” in the In Transit tile to show List of All Shipments based on search filter (e.g. State/Status or Mode of Shipment)
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REQUEST AUTHORISATION – Shipment has been sent to the customer for approval and awaiting response
AUTHORISED TO SHIP – Shipment has been sent to the customer for approval and customer has given okay to proceed, as proposed
AMEND – Shipment has been sent to the customer for approval and customer would like some changes made to the booking before approving to proceed
CONFIRM ON BOARD – Shipment has departed and confirmed on board by origin office
View In-Transit
On the Dashboard, click “View In-Transit” in the In Transit tile to show List of All Shipments with state/status “Confirm on Board”
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To Deliver (Container)
This Tile will show List of Deliveries with their status and details.
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Plan Deliveries
On the Dashboard, click “Plan Deliveries” in the To Deliver tile to show List of Deliveries To Book
To Book (Calendar View)
Select a DC from the “Delivery DC” dropdown.
It will show “Calendar booking” page and the list of containers ready to be book on the left side.
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The created container booking will be sent to Destination user tile “Deliveries Require
Confirmation” for Approval.Destination Agent User that has been setup for delivery booking notification will receive a system generated email with a subject “Delivery To Confirm” once Client booked a delivery.
Client User that has been setup for delivery booking notification will receive a system generated email with a subject “Delivery Confirmed” once Destination Agent confirmed the delivery.
To Reschedule
On the Dashboard, click “To Reschedule” in the To Deliver tile to show List of Container Deliveries for Reschedule - Rejected container bookings from Destination Agent.
To re-schedule a Container booking, follow same process as Booking a Container in “Plan Deliveries”:
If a Client user is included in the “Delivery booking Notification”, user will
receive a system generated email with a subject “Delivery Confirmation Declined” once Destination Agent rejected the delivery.
Planned Deliveries
On the Dashboard, click “Planned Deliveries” in the To Deliver tile to show List of Booked Deliveries. This is where user can View and Print delivery details, and also Amend and Cancel Deliveries.
To see the shipments created under the container, user must click the “+” icon beside the
“View” button.
View and Print the Delivery Booking
There are Two ways to Print the Delivery Booking:
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Click the “Download” or “Print” icon on the top right.
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Amend Booked Deliveries
Click Amend icon
on the Tool Grid
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The Amended Delivery will be sent to Destination Agent user tile “Deliveries Require Amend Confirmation”
Destination Agent User that has been setup for delivery booking notification will receive a system generated email with a subject “Delivery Planned Amended”.
If Destination Agent confirmed Amendment, Client will receive a system generated email with a subject “Delivery Amend Confirmed”.
If Destination Agent declined Amendment, Client will receive a system generated email with a subject “Delivery Amend Declined”.
Cancel Booked Deliveries
Click Cancel icon
on the Tool Grid
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