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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 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 "Planned Deliveries" and Deliveries Require POD and Customs” Task tiles.
Deliveries Require Confirmation
Created Delivery booking (from Client user) will be sent to Task tile “Deliveries Require Confirmation” for Approval.
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To Approve/Confirm Booked Deliveries
On the Dashboard, click "Deliveries require Confirmation" Task Tile
You will be directed to the Confirmation screen
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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)
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.
Client User that has been setup for delivery booking notification will receive a system generated email with a subject “Delivery Confirmation Declined” once Destination Agent rejected the delivery.
Planned Deliveries
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Deliveries will show on this Task Tile when:
Destination Agent user Created a Delivery Booking
Delivery Booking created by Client is Accepted/Confirmed
Delivery Booking has been Rescheduled
Planned Deliveries Task Tile is where user can View and Print delivery details, and also Amend and Cancel Deliveries.
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Icons on the Tool Grid  |
To Amend Booked Deliveries
Click Amend icon on the Tool Grid
Add new Booking Date and Time
Click “Amend Delivery” button
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To Cancel Booked Deliveries
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, deliveries will show on 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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Rescheduled delivery booking container will fall into:
Customer and Destination tiles "Planned 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.
Deliveries Require Amend Confirmation
This Task TiIe will show list of Amended Delivery Booking details from Planned Deliveries Task Tile Client and needs confirmation.
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To confirm amendment made by customer/client, Click check box against the container you wish to confirmed changes.
Click Accept Delivery should you wish to confirm customer amendments.
Click Reject Delivery should you wish not to confirm changes
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Accept or Reject Amendment
Click the Task Tile to show the require confirmation screen
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Click Amend icon
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Check Booking Date and details.
Click “Accept Delivery” button then OK to confirm changes.
Click “Reject Delivery” button and Type Reason on “Notes” to decline changes.
Destination Agent User that has been setup for delivery booking notification will receive a system generated email with a subject “Delivery Planned Amended” from the Client.
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”.
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
This Task TiIe will show list of Cancelled Booking details from Planned Deliveries Task Tile and needs confirmation.
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Click confirm cancel button to proceed, it will requires the user to Add notes or reason for cancellation.
Request from Client that needs confirmation.
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To Confirm Cancellation
Click the Task Tile to show the require confirmation screen
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Click Cancel icon
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Type Reason on “Notes”
Click “Confirm Cancel” button then OK to confirm cancellation
Destination Agent User that has been setup for delivery booking notification will receive a system generated email with a subject “Delivery Planned Cancelled” from Client
If Destination Agent confirmed Cancellation, Client will receive a system generated email with a subject “Delivery Cancel Confirmed”.
Canceled Deliveries will return to the Task Tile "Deliveries to Reschedule"
Deliveries Require POD & Customs
This will show all Accepted/Confirmed Container bookings to add POD and Customs 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 GridAdd Customs Clear and POD Date and Time (required)
Add Client Ref and Notes (optional)
Click “Submit” button
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Once the POD and Customs details has been submitted, the Shipment state/status will be tagged as “Delivered”.