Admin (Client Menu)

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

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

Approvals

Navigate to Admin Menu → Approvals → Approval Rules

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.

Quantity Tolerances

• This feature 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.

To add a new approval rule for quantity tolerances (either under or over a certain amount), you'll need to:

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

2. Set Tolerance Values: Specify tolerance values for air, road, and sea shipments. At least one value must be greater than zero.

3. Meet Validation Criteria: Ensure that the selected approval type isn't already active and that tolerance values are valid (non-negative and up to two decimal places).

4. Click ADD button.

Managing Existing Approval Rules:

• Viewing Active Rules: Quantity Tolerance grid shows all currently active approval rules.

• Deleting Rules: If you have the necessary permissions, you can delete existing rules.

• Updating Rules: You can modify existing rules by editing the tolerance values and saving the changes.

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.

Unmatched PO Lines DC/Consignee Country

This setting controls whether unmatched PO Lines of DC and Consignee Country requires approval.

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.

Consignee Set Up

This feature allows you to set specific target dwell times for consignees and define approval processes to ensure timely deliveries.

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

Adding a New Required-by-Date Met Approval Rule:

To add a new approval rule for consignees based on their required-by dates, you'll need to:

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

2. Set Target Dwell Times: Specify target dwell times for air, road, and sea shipments. At least one value must be greater than zero for an enabled transport mode.

3. Meet Validation Criteria: Ensure that the selected consignee doesn't have an active required-by-date rule and that the target dwell times are valid (positive integer values).

Managing Existing Required-by-Date Met Approval Rules:

• Viewing Active Rules: The Target Dwell Times grid shows all currently active required-by-date rules for consignees.

• Deleting Rules: If you have the necessary permissions, you can delete existing rules.

• Updating Rules: You can modify existing rules by editing the target dwell times and saving the changes.

Container Utilisation

This feature allows you to set minimum CBM requirements for specific equipment types and define approval processes to optimize container utilization.

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

Adding 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 type (e.g., container).

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

3. Enable/Disable Rule: Toggle the "Allow" switch to enable or disable the rule.

4. Meet Validation Criteria: Ensure that the selected equipment type doesn't have an active container utilization rule and that the minimum CBM value is valid (greater than zero if the rule is enabled).

Managing Existing Container Utilization Approval Rules:

• Viewing Active Rules: The Container Utilization grid shows all currently active container utilization rules (Equipment, Allow, Min CBM).

• Deleting Rules: If you have the necessary permissions, you can delete existing rules.

• Updating Rules: You can modify existing rules by editing the minimum CBM value and the "Allow" switch, and then saving the changes.

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.

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

3. Addresses icon - update address of selected Consignee

• There can only be 1 ‘Default address’ per Address Type

• If an address is being edited and is already in use, the Address Type cannot be changed.

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

• Click the ‘Create New’ button

• Fill in Consignee Address details

• Click SAVE

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.

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”.

3. Edit icon - update selected Supplier details

4. 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.

5. Addresses icon - Add/update address of Supplier

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

• Click the ‘Create New’ button

• Fill in Supplier details. Supplier Code must be unique to the client.

• Click SAVE