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Admin (Client Menu)

Admin (Client Menu)

Owned by Mai Labagnoy
Last updated: Apr 11, 2025

Messages

Messages

Read and reply to messages that was sent against a shipment

  1. Navigate to Admin Menu → Messages → Messages

  2. Select received messages in the Inbox Folder

  3. Click Reply button to respond

  4. Click View Artifact button to see Shipment details

ShipmentList Messages Client.png

Chat

Send upfront messages or conversation to any user of the system

  1. Navigate to Admin Menu → Messages → Chat

  2. Click 'New Chat' button to create conversation.

  3. Click “TO” field and Type/choose accounts for the conversation

  4. Type your message in the text box

  5. Click 'Send' button.

chat.png

Approvals

Navigate to Admin Menu → Approvals → Approval Rules

This menu is only visible to users with permission.

Any changes will only take effect for new Shipments and Approval requests.

Approval_Rules_.gif

 

1. Manually Approve

This setting determines whether manual approval is required.

Require Manual Approval

  • Toggle “YES” to enable Manual Approval

  • Toggle “NO” to disable Manual Approval

Only one manual approval rule can be active for a specific client at a time.

DCM Approval_Manual.PNG

2. Quantity Tolerances

This rule allows you to set specific thresholds for quantity tolerances and define approval processes to ensure standards are met.

The Approval rule for this is set for the Client per Transport Mode (Air, Sea, Road)

DCM Approval_Qty Tol.PNG

How to Add Quantity Tolerance per Transport Mode

  1. Select an Approval Type: Choose either "Quantity Tolerance Under" or "Quantity Tolerance Over" on the dropdown

  2. Set Tolerance Values: Specify tolerance values in percentage for air, road, and sea shipments. At least one value must be greater than zero (up to two decimal places).

  3. Click ADD button.

Approval_Qty Tol.png

Managing Existing/Active Qty Tolerance Rule

  • Delete : Click Delete icon on the left side of the grid to remove Tolerance rule.

  • Edit: You can modify existing rules by editing the Tolerance value, then, Click SAVE button.

Approval_QTY TOL.gif

Warning Message will show on Shipment details if the PO Line Shipped Qty is not within the tolerance limit

See sample screen on Client Approval screen here.

 

3. Unbooked PO Lines

This setting controls whether unbooked purchase order lines require approval.

Validate Unbooked PO Lines:

  • Toggle “YES” to enable unbooked PO lines to be approved before proceeding.

  • Toggle “NO” if unbooked PO lines can be processed without approval.

Only one validation rule can be active for a specific client at a time.

DCM Approval_Unbooked PO.PNG

When enabled, this rule requires that whenever one line is assigned to a shipment for a given purchase order, then ALL lines from that purchase order must also be assigned

If one or more lines remain unassigned then this rule has failed

Warning Message will show on Shipment details that there are unbooked POs (Booked Quantity is below the PO Quantity), if this rule is not met.

See sample screen on Client Approval screen here.

4. Unmatched PO Lines DC/Consignee Country

This rule validates whether there is discrepancy between PO Lines of DC and Consignee Country.

Validate Unmatched DC and Consignee Country:

  • Toggle “YES” to enable unmatched Country of the DC and Consignee to be approved before proceeding.

  • Toggle “NO” if unmatched PO lines country can be processed without approval.

DCM Approval_Unmatched country.PNG

IF ENABLED:

For Shipments - this rule requires that the DC country of all PO Lines on a Shipment are the same as the Consignee country

For Bookings - this rule requires that the DC country of all PO Lines on a Shipment are the same as the country of the Consignee address selected

If one or more lines do not match, then this rule has failed

Warning Message will show on Shipment details that there is discrepancy between DC and Consignee Country if this rule is not met, when enabled.

See sample screen on Client Approval screen here.

4. Consignee Set Up

This rule allows you to set specific target dwell times for consignees to ensure projected delivery time is met.

The Approval rule for this is set for the Client per Consignee per Transport Mode per Container Mode.

DCM Approval_Consignee SetUp.PNG

 

How to Add Target Dwell Time per Consignee:

  1. Select a Consignee: Choose a consignee from the list.

  2. Enable Target Dwell Times: Toggle YES to enable auto approval per mode of shipment. Default is set to NO, which means it will be manually approved.

  3. Input number of Days: Default is set to 7 days when a mode of shipment is enabled or toggled to YES. Change or update number of days required

  4. Click ADD button

Approvals Consignee Setup.gif

 

Managing Existing/Active Target Dwell Time Rule

  • Delete : Click Delete icon on the left side of the grid to remove Consignee rules.

  • Edit: You can modify existing rules by using Toggle Yes/NO on specific Mode of Shipment and editing the target dwell times, then, Click SAVE button.

Approvals Consignee update.gif

Warning Message will show on Shipment details if projected delivery time not met.

See sample screen on Client Approval screen here.

5. Container Utilisation

This rule will apply for Sea shipments only. It allows you to set minimum CBM requirements for specific equipment/container types and define approval processes to optimize container utilization.

The Approval rule for this is set for the Client per Container Type, per Container Size.

image-20241104-122930.png

How to Add a New Container Utilization Approval Rule:

To add a new approval rule for container utilization, you'll need to:

  1. Select an Equipment Type: Choose an equipment/ container type in the dropdown

  2. Enable/Disable Rule: Toggle the "Allow" switch to YES to allow a shipment to be auto-approved based on the minimum CBM set.

"Allow" Switch default is set to NO - a shipment to be auto-approved based

  1. Set Minimum CBM: Specify the minimum cubic meter (CBM) value.

  2. Click ADD button

You can only add ONE rule for each equipment type

Approvals Container Utilisation.gif

Managing Existing Container Utilization Approval Rules:

  • Delete : Click Delete icon on the left side of the grid to remove Equipment

  • Edit: You can modify existing rules by using Allow Toggle Yes/NO on specific Equipment and editing the Min CBM, then, Click SAVE button.

Approvals Container Utilisation_edit.gif

Warning Message will show on Shipment details if container is not compliant or minimum CBM is not met.

See sample screen on Client Approval screen here.

 

Departments

Departments belong to the Client and a Client User can belong to multiple Departments

Navigate to Admin Menu → Consignees → Department List

This page displays the Departments which have been created for the logged in Client user. The Department List menu item will only be accessible and editable if the user has been allocated the appropriate permissions.

Department List.png

 

  1. Edit icon - update selected Department

  2. Delete icon - delete selected Department

  • A Department can only be deleted if the Department is not being used.

  1. Assign users - assign and remove Department user/contacts

  • Click “Assign Users” button

  • Multiple users can be selected by using the checkboxes in the first column of the grid.

  • Click “Assign” and Click “OK” to confirm

  • Assigned users will be listed upon screen refresh

  • You can delete specific user to Unassign to a Department by clicking delete/bin icon

Dept List users.gif

 

  1. Create New button - found at the bottom left of Consignee List grid

Create New Consignee:

  • Click the ‘Create New’ button

  • Fill in Department Name and Code (Department Code must be unique to the client)

  • Click SAVE

Create New Department List.png

Consignees

Navigate to Admin Menu → Consignees → Consignee List

This page shows active ‘Consignees’ for the Client (user) Logged in. The Consignee List menu item is only accessible and editable to users with the required permissions granted.

ConsigneeList.png

 

  1. Edit icon - update selected Consignee data.

  2. Delete icon - delete selected Consignee data.

  • A Consignee can only be deleted if it is not associated to an active Purchase Order or Booking Header.

  • Only allow to delete Consignee addresses if they are not used in the Vendor Booking as a Consignee address

  1. Addresses icon - create and update address of selected Consignee

  • There can only be 1 ‘Default address’ (toggle Yes to set as default) per Address Type

  • If an address is being edited and is already in use, the Address Type (delivery or primary) cannot be changed.

Consignee Address.PNG

  1. Create New button - found at the bottom left of Consignee List grid

Create New Consignee:

  • Click the ‘Create New’ button

  • Fill in Consignee Name and Code (must be unique to the client) - Required

  • Fill in Country of Origin and External Code - optional

  • Click SAVE

Consignee create new.PNG

Suppliers

Navigate to Admin Menu → Suppliers → Supplier List

This page displays the active ‘Suppliers’ associated to the logged in user. The Supplier List menu item will only be accessible and editable should the user have the required permissions.

SupplierList.png

 

  1. Checkbox icon - Click a checkbox or multiple checkboxes to Select Supplier/s and Assign to a Vendor

  2. Assign button - Select Supplier, Type to select Vendor then Click “Assign”.

  • Updating the Vendor of the selected Supplier(s), will also update any Bookings with the old Vendor/Supplier combination

  • The Suppliers checkbox is not visible if the Supplier has existing Bookings with the corresponding Shipment(s) not at a status of ‘Complete’ or ‘Cancelled’. This restricts assigning Vendors to this Supplier.

  1. Edit icon - update selected Supplier details

  2. Delete icon - delete selected Supplier details

  • A Supplier can only be deleted if the Supplier is not associated to an active Purchase Order or Booking Header.

  1. Addresses icon - create and update address of selected Supplier

  • There can only be 1 ‘Default address’ (toggle Yes to set as default) per Supplier

  • Save button is enabled when the required fields have been entered

  • Create button - found at the bottom left of Consignee List grid

Supplier Address.PNG

Create New Supplier

  • Click the ‘Create’ button

  • Fill in Supplier Name and Supplier Code (must be unique to the client) - Required

  • Fill in Country of Origin and Vendor - optional

  • Click SAVE

Create New Supplier.PNG

Country Assignment

Navigate to Admin Menu → Country Assignment → Dest Country Assignment List

This page shows active ‘Destination Country Assignment’ for the Client (user) Logged in. This List menu item is only accessible and editable to users with the required permissions granted.

Country Dest.png

  1. Edit icon - update selected Country Assignment data.

  2. Delete icon - delete selected Country Assignment data.

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

Create New Country Assignment

  • Click the ‘Create New’ button

  • Select Destination Agent and Country

  • Click SAVE

Create New Country Dest.png

Invoicing

Invoicing in DCM is accessible to Clients that subscribe to this feature

Navigate to Admin Menu → Invoicing → Invoicing Access

Invoicing Access.PNG

  • If “Allow Invoicing” is set to “Yes”, the client is setup to use Invoice section in the Shipment Instruction

  • If “Invoicing Required” is set to “Yes”, the use of invoicing becomes mandatory.

Packing

A page that allows the Client to specify whether Weight fields are required in the Vendor Booking Packing section (Vendor Load)

Navigate to Admin Menu → Packing → Mandatory Weights

Toggle to YES if Vendor is required to enter Net weight, Net Packaged weight, Gross weight

Packing.PNG