Origin Dashboard Task Tiles

I. Draft Shipments

Draft Shipments are Shipments that has been added but with incomplete details.

These are the Shipments created in the SHIPMENT ADD Menu or in the Booking List → Edit Shipment.

In the Dashboard, Click the “Draft Shipments” Task Tile to complete shipment details and submit for Client’s Approval.

Open

Search Options

1. Search Panel

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

• Type the Booking Ref/PO Number or Select Client, ETD/ETA, Transport Mode, Vessel, Status

• Click SEARCH button

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

Open

Grid Tools & Functions

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

2. Click Bin icon to delete the draft Shipment

3. Click pencil icon to Edit/update and complete Draft Shipments sections/tab

The Header Section Color shows your progress:

• Green: This means details complete from Vendor Booking or you've finished that section and can move to the next

• Grey: This means you still need to complete that section.

Section 1: Select Orders

• Default PO Numbers shown are from the Vendor Booking.

• Confirm the PO Lines and Click NEXT button

• To Delete PO Lines - Select checkbox and click “Delete selected Line” or Click “Delete All Lines” .

Section 2: Assign Products

• PO Details and Quantity shown are from the Vendor Booking.

• Click NEXT button

Section 3: Shipment Details

• Fill up All missing Shipment details

• Fields with asterisk * are Mandatory

• Click “Save & Continue” to move to the next section

Section 4: Containers

• Add Container Details

• Click “ADD” and create another, if needed

• Delete containers by clicking “Remove” button in the created containers section

• Edit container details by clicking “Select” button in the created containers section

• Click “Add & Continue” to move to the next section

Section 5: Routing

• Click “Add Vessel” Button to add Flight/vessel

• Search for the vessel

• Select your vessel by clicking on the ‘+’ icon

• Select the relevant vessel type/ Vessel Assignment

• Click Next

Section 6: 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 7: Notes

Optional - Add notes to Client on the Quantity or booking you are submitting.

Please be aware that once a Note has been created, it cannot be amended or deleted.

Section 8: Review/Submit

• Review All details

• Click “Submit for Client Authorisation” button

II. Cancellation Requests

Shipments that the Vendor has requested for cancellation

• Click “Cancellation Request” Task Tile to show the List of Request from Vendor

• Use search Panel to filter Request

• Click “Process” icon on the left side of the grid

• Type in Cancellation Response

• Click “Approve” or “Reject” button

III. Shipments Required Re-authorisation

List of Shipments that needs Amendments (Rejected by Client)

• Click “Shipments Required Re-authorization” Task Tile to show the List of Shipments for Amend

• Use search Panel to filter Shipment

• Click “Edit” icon on the left side of the grid

• Check all Shipment details and Amend details advised by Client

• Review and Submit to Client for Approval

IV. Shipments Ready to be shipped

List of Shipments that have been Authorized to Ship.

Client has approved the order to be shipped (or after amendments have been made and approved)

• Click “Shipments Ready to be Shipped” Task Tile to complete COB (Confirm on board) process

• Use search Panel to filter Shipment

• Confirm or Amend the Shipment

Confirm-On-Board

To Do section

• Click the confirm icon to proceed COB process.

• You will be directed to the "To Do" section/tab of the Shipment Details where you can add Actual Handover Date and Shipping Line Book Date.

Confirmation Section

• Go to Confirmation Section/Tab

• Check all sections to review and complete shipping information. 

• Click the Confirm button

Amendment

Click the the Amend icon to set the shipment back to “Amend” status for further changes