Dashboard Task Tiles

I. Draft Bookings

Click Draft Bookings Task tile to show Draft List and complete a booking.

These Bookings has been created but not yet submitted to SEKO Orgin.

Open

Search Options

1. Search Panel

• You can select one or multiple options to refine your search

• Type the Booking Ref or Select Client, Branch or Transport Mode

• Click SEARCH button

Open

2. Header Filter tool

• Click Column Header → Filter

• Select on the options or Type keywords to search.

• Each column will have a different filer criteria. Utilize “contains” on filter which will not restrict the search

Grid Tools & Functions

Use Tools in the left side of the Grid as follows:

1. Click + icon to expand/collapse row and show PO Line number details

2. Click pencil icon to edit and complete Draft Booking

3. Click Bin icon to delete the Booking

Edit/Update a Draft Booking

Click pencil icon and complete the details on each section/tab to submit for Client’s Approval.

Follow same steps in Booking ADD Menu.

II. Pending Shipment Instructions (SI)

Once SEKO Origin office have added in the Shipment details and Shipment is approved by the client, it will appear in the "Pending Shipment Instructions" Task tile.

This List Shipments that have been submitted (Shipments created) but can still be updated before the final submission.

Use Tools in the left side of the Grid as follows:

1. Click + icon to expand/collapse row and show PO Line number details

2. Click Edit icon (pencil) to complete Shipment Instructions

CFS Load Booking Type

SEKO's warehouse or a designated CFS (Consolidation and Forwarding Station) will handle the loading of goods into containers.

all MANDATORY fields will have a red Asterixis *

The toolbar on the Header Section shows your progress:

• Green checkmark (✔): This means you've finished that section.

• Exclamation point (!): This means you're currently working on that section.

• Red X (X): This means you still need to complete that section.

Section 1: Booking Form

• This is a Read only view of the original ‘Booking Form’

• Click “Next” to move onto the next section/tab

For reference, CLICK → Supply Chain (Vendor Menu) | Section 1: Booking Form

Section 2: Goods Details

• Amend any details that have changed: Cartons, CBM, weight, Marks and Numbers, Description of Goods, Unit Price Currency .

• Click "Save” to apply changes made

• Click “Next" to move to the next section

For reference, CLICK → Supply Chain (Vendor Menu) | Section 2: Goods Details

Section 3: Select Orders

This is the Final packing list. Ensure all PO lines are complete.

Add PO line items If there are any orders not included in the booking.

To add Purchase Order:

a. Manually add PO

Type PO numbers in the search box and click SEARCH button

• Click checkbox to select PO number header or select each PO line number if partial shipping is needed

• Click “Pick Purchase order” button

• Click “Next" to move to the next section

b. Upload & Pack Multiple POs using csv file

• Click “Upload/Pack Purchase Order” button below the grid

• Upload File

Sample csv file:

Section 4: Confirm Quantities

• For any new PO picked, it will show a Zero quantity for Booked and Shipped.

• PO Removal - this is the final packing list and if a PO was on booking form but is no longer available to ship, it must be removed.

• Update or confirm the following fields/columns:

  • Carton/Pcs

  • Shipped Qty

  • Shipped CBM

  • Net Kgs

  • Net Packaged KGs

  • Gross KGs

  • Batch Number

  • Unit Price

• Click "Save” button to apply changes made

• Click “Next" button to move to the next section

Section 5: Upload Documents

• Click “Upload Docs” button

• Select Files to upload

• Use the drop down to Select Applicable Document Type you are uploading

• Click Upload Button

• Repeat above steps until all documents are uploaded 

• Click “Next" to move to the next section

Section 6: Invoice

Optional Step

Allows vendors to record details of the invoices that will be charged to the client for the products being shipped.

The Invoice section consists of 3 tabs:

1. Invoices: This tab supports creation, editing, and deletion of Invoice header records.

• Click Create New Button

• Fill out Required fields in the “Add Invoice” screen - Invoice number, Dates, Value

• Assign Line to Invoice created in the “Unassigned Tab”

• Click Edit or Delete Icons on the left of the Grid if necessary

2. Unassigned Lines: Shows booking lines to assign to an invoice record.

• For multiple Invoices, Use Search Panel to filter PO Number or Product Code

• Select PO Number by clicking the checkbox on its left

• Select Invoice (if multiple invoice) in the dropdown

• Click “Assign to Invoice” Button

3. Assigned Lines: Shows assigned booking lines and allowing the User to unassigned them from an invoice record.

• For multiple Invoices, Use Search Panel to filter PO Number or Product Code

• Select Invoice Number by clicking the checkbox on its left

• Click “Unassign” Button

Section 7: Submit SI

1. Review the booking summary and ensure that the Total PO Lines/PO Qty/Booked QTY and Cargo ready/Target Handover Dates are all correct

2. Read Terms & Condition and Toggle YES button to Agree

3. Enter your name

4. Click "Submit" to finalize the booking

Vendor Load Booking Type

Vendor is responsible for loading the goods into the Full Load Container, also known as a container yard-container yard (CY/CY) shipment and providing the container details to SEKO Origin.

Container Details

• Provide details of the containers used, including number, size, and seal number.

To Create Container:

1. Click “Create New” button

2. Fill out all required fields in the Add Container screen

3. Click “Save” button

4. Click Edit icon on the left side of the grid, if necessary

Packing Information

• “Packing” - Section where users can pack/unpack and confirm/update Carton/pcs and Shipped Quantity.

• Packing could also be done from the “Select Orders” section using the CSV upload process

• The Shipped QTY with automatically default to the Booked QTY. If this has changed you MUST update the shipped QTY

• The Shipped Quantity in Packing of containers, must match your Packing list 100%

To PACK tab - Assign PO number to a container Once Carton/pcs and Shipped Quantity are confirmed

PACKED tab - Unassign PO number to a container if Carton/pcs and Shipped Quantity needs to be updated

III. Shipments Pending Documents

This Task tile lists all Shipments created from the Vendors bookings where either the Commercial Invoice or the Packing Lists have not yet uploaded.

Click “Shipments Pending Documents” Task tile to View Shipment status, details and Upload Pending Documents.

Helps to monitor the status of crucial shipping documents associated with each shipment. It provides visibility into the document lifecycle, from creation to receipt, ensuring timely submission and preventing potential delays in the shipping process.

• Document types for tracking:

  • Packing List (Factory Packing List & Spare Part Packing List)

  • Commercial Invoice (Factory Invoice & Commercial Invoice & Spare Part Commercial Invoice)

• Document Status:

  • Green Check Mark - Indicates that the document has been received and is complete.

  • Amber Warning - Indicates that the document is overdue and requires immediate attention.

  • Clock - Indicates that the document is pending and has not yet been received.

• Documents are Overdue if they have not been attached and:

  • 2 days have elapsed since due/CoB for Packing List and Commercial Invoice documents

  • 5 days have elapsed since due/CoB for Housebill/Airwaybill documents

Upload Pending Documents:

1. Click Upload icon

2. Select file in your drive to upload

3. Select document Type

4. Click Upload button