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Data Access depends on the logged-in user and their permissions.
Client users who are not using delivery module will only have “To Approve” Task Tile
To Approve (Shipments)
This Tile will show List of Shipments after Shipment Creation from Origin Agent.
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Details of Shipment will be shown in different tabs (Summary, Products, Containers, Routing, Documents)
A warning icon is shown on the ‘Products’ tab if the Client has Approval rules set up and at least one have been broken
The Approve
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and Decline buttons are
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enabled based on the shipment's current state and Estimated Time of Departure (ETD).
Notes Panel
Notes Panel is displayed on every tab. The notes screen and can be minimized or maximized.
You can add Multiple Notes in 1 shipment
Note/reason is only required when declining a Shipment
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History and Changes is also .
Decline button will only enable once notes are filled in (Indicate reason for rejection)
Approve/Decline buttons are enabled depending on state and ETD
If Shipment is “DRAFT”, you can only Add a Note (no Decline/Approve buttons)
In shipment states ‘Amend’ or ‘Authorised to Ship’, the Approve/Decline buttons are disabled if
current date is past ETD (e.g. Today is 28/03/2025. ETD 26/03/2025)
the current date is 10 days or less from ETD (e.g. Today is 28/03/2025. ETD is within 29/03/2025 - 07/04/2025)
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History and Changes
All changes made in the shipment details are logged and 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)
Shipment Status/State
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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 Draft – unfinished shipment or lacking of information
Request Authorization – this means that the shipment is at customer for authorization. Amendment is not allowed at this time, wait until it sent back to origin.
Amend – if this is the status of a certain shipment, amendment is allowed.
Client would like some changes made to the booking before approving to proceed
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Authorized to Ship – Shipment is already approved or has given okay to proceed by Client to be shipped
Confirm on Board – Shipment has departed and confirmed on board by origin office
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On the Dashboard, click “Plan Deliveries” in the To Deliver tile to show List of Deliveries To Book.
By Default, Booking Deliveries is in Grid view. Contact customer support if you prefer to use Calendar view .
To Book (Grid View)
Use search Panel to filter deliveries. Type or select 1 or more criteria in the search fields e.g. vessel name, transport mode ETA From/To, container number, POD country then click SEARCH button.
Click BOOK icon
beside the container number to show Booking details screen
Fill up all mandatory fields with required information which are ‘Delivery Ref’ & Booking Date/Time. Overflow DC/DC Address and Notes are optional, can be added/edited after booking.
Click BOOK button to complete the action.
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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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