Client Dashboard
- Mai Labagnoy
DCM Dashboard shows Summary of Shipments To Approve, In Transit and To Deliver.
Click Tile/Card to show Shipment list and details.
To Approve (Shipments)
This Tile will show List of Shipments after Shipment Creation from Origin Agent.
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.
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.
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
Approve/Decline buttons are in the Notes Panel and is displayed on every tab
Note/reason is required when declining a Shipment
History and Changes is also shown on the last tab.
In-Transit (Shipments)
This Tile will show List of Shipments with their status and details.
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
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.
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
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”
To Deliver (Container)
This Tile will show List of Deliveries with their status and details.
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.
View Containers details by hovering the mouse on the “Container number”.
Containers are sorted by ETA (oldest at the top) first and then by container number.
Calendar can be viewed by Week and by Month (Toggle on the Upper Right of the Calendar)
Select a container on the left side, then double click on the WEEK calendar.
Upon selecting container, calendar will show the week containing the container’s max ETA.
Calendar bookings only allows bookings within (6 months prior today and 6 months in
advance).Delivery bookings are pre-grouped for all shipments for the same Mode and Client which
then share the same values for container number and container size.
After selecting preferred booking date in the Calendar, user will be redirected to “Booking” screen to fill out Details such as Delivery Ref.
Overflow DC/DC Address and Notes are optional, can be added/edited after booking.
Click the “Save” button to proceed the delivery booking of the container, if not, click the “x” button.
A confirmation message will be shown and the container will reflect on the calendar booking with status “Booked”.
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”:
Client Dashboard | To Book (Calendar View)
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:
Click VIEW icon to show the Planned deliveries detail screen.
Click the “Print” button to show “Delivery Booking Form” document . Click the “Download” or “Print” icon on the top right.
To Print the Delivery booking details without viewing the details, Click the PRINT icon beside the “Amend” icon. This will show “Delivery Booking Form” document .
Click the “Download” or “Print” icon on the top right.
Amend Booked Deliveries
Click Amend icon
on the Tool Grid
Add new Booking Date and Time (required)
Add Notes (optional)
Click “Amend Delivery” button
A warning message will appear. Click Ok to agree and continue, if not, Click Cancel.
Cancel Booked Deliveries
Click Cancel icon
on the Tool Grid
Add Notes (required)
Click “Cancel Delivery” button
A warning message will appear. Click Ok to agree and continue, if not, Click Cancel.