Admin (Origin Agent)

Shipments

Admin Shipping List

This is the Shipment List where there are additional functions that are only for Admin users.

Navigate to Admin Menu → Shipments → Admin Shipment List

• Select Search Filters to load List. Client search filter is required.

• Edit icon - Visible only if the Shipment status is 'Confirm on Board'. Upon click, user will be Directed to the Shipment Confirmation/Review Section of Shipment Details screen

• Delete icon -Allow for all Shipment Status except for Cancellation Requested, Cancelled, Delivered and Confirm on Board

Shipping

Vessel List

Navigate to Admin Menu → Shipping → Vessel List

1. Type Vessel name or Select Carrier and Click SEARCH to Populate data

2. Edit icon - update Vessel name and Carrier

3. Schedules icon - updates Call Ports and their schedules (Arrival & Departure dates)

4. Delete icon - delete selected Consignee data.

• A Vessel can only be deleted if it is not being used in current Shipment

5. Create New button - found at the bottom left of the grid

Create New Vessel:

• Click the ‘Create New’ button

• Type Vessel name and Select Carrier

• Click SAVE

Port List

Navigate to Admin Menu → Shipping → Port List

1. Type or Select at least one field in the search panel and Click SEARCH to Populate data

2. Edit icon - update Port Details

3. Delete icon - delete selected Port

4. Create New button - found at the bottom left of the grid

Create New Port:

• Click the ‘Create New’ button

• Fill in Port Details

• Click SAVE

Trailer List

Navigate to Admin Menu → Shipping → Trailer List

1. Type Trailer name or Select Carrier and Click SEARCH to Populate data

2. Edit icon - update Trailer name and Carrier

3. Schedules icon - updates Call Ports and their schedules (Arrival & Departure dates)

4. Delete icon - delete selected Trailer data.

• A Trailer can only be deleted if it is not being used in current Shipment

5. Create New button - found at the bottom left of the grid

Create New Trailer:

• Click the ‘Create New’ button

• Type Trailer name and Select Carrier

• Click SAVE

Transport Location List

Navigate to Admin Menu → Shipping → Transport Location List

1. Type Name or Location Code and Click SEARCH to Populate data

2. Edit icon - update Transport Location Details

3. Delete icon - delete selected Transport Location

4. Create New button - found at the bottom left of the grid

Create New Transport Location:

• Click the ‘Create New’ button

• Type Name and Location Code

• Click SAVE