Admin (Origin Agent)

Messages

My 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

Open

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

Open

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

• 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

• 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

• 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

• Click the ‘Create New’ button

• Type Name and Location Code

• Click SAVE