Supply Chain (Origin Menu)

Bookings

Booking List

Navigate to Supply Chain Menu → Bookings → Booking List

Open

View All Bookings that are Submitted by Vendor where you can:

1. Expand/Collapse - Click to view PO Line item details

2. View- Click to View Booking details and Add Shipment details, Cancel Booking, Print Booking Form

3. Add Goods Received Date

4. Add Document Full Set Upload Date

5. View Documents

Search Options

1. Search Panel

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

• Type the Booking Ref/HB REF/Shipment Ref or Select Client, Transport Mode,

• 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

EDIT/ADD Shipment Details to a Booking

1. Click VIEW icon

2. Click Edit Shipment button

3. Add Shipment, Container and Routing details (Flight/vessel).

Cancel Booking

1. Click VIEW icon

2. Click Cancel Booking button

3. Select Reason

4. Click Submit

Download or Print Booking Form

1. Click VIEW icon

2. Click Print Booking Form button

3. Click Download icon on the top right to Download Document in your Computer

4. Click Print icon on the top right to Print Document to a printer connected to your Computer

Data Push

Shows Booking and Shipment Push for Clients that have subscribed to these Push Services

Booking Push List

Shipment Push List

Shipments

Shipment List

Navigate to Supply Chain Menu → Shipments → Shipment List

View confirmed shipment and their Status/State depending on the Search criteria used in the search panel.

Booking Status/States:

• DRAFT – Shipment has been started (Shipment Reference is given from the time you select the customer on the first page of SO Creation) but not completed or submitted to customer for approval

• REQUEST AUTHORISATION – Shipment has been sent to the customer for approval and awaiting response

• AUTHORISED TO SHIP – Shipment has been sent to the customer for approval and customer has given okay to proceed, as proposed

• AMEND – Shipment has been sent to the customer for approval and customer would like some changes made to the booking before approving to proceed

• CONFIRM ON BOARD – Shipment has departed and confirmed on board by origin office

Shipment Add

Navigate to Supply Chain Menu → Shipments → Shipment Add

Add a new Shipment

Click Shipment Add Menu

1. Click on the ‘+’ to add shipment against the relevant customer

2. You will be directed to the Draft Shipment window to Add details on each section:

• Select Orders

• Assign Products

• Shipment Details

• Containers - Add Container Details

• Routing - Add Vessel

• Documents

• Notes

• Review/Submit

Status Report All

Navigate to Supply Chain Menu → Shipments → Status Report All

Provides full PO list and their current status/state (Shipment Status & Container Status)

Cancellations

Navigate to Supply Chain Menu → Shipments → Cancellations

Shows List of Booking Cancellation Request and Cancelled Booking

To Cancel:

1. Search in the List or Use search Panel for particular Booking to cancel

2. In the Cancellation Request Tab, Click “Process” icon to Review request

3. To Reject - Click “Reject Cancellation Button”

4. To Approve - Type Cancellation Response and then Click “Approve Cancellation” Button

5. Cancelled Booking will appear on the “Cancelled” Tab

Containers

Container List

Navigate to Supply Chain Menu → Containers → Containers List

Select Containers from Supply Chain and you can then search for your specific container by entering in the applicable Shipment reference or container number 

Container PO List

Navigate to Supply Chain Menu → Containers → Containers PO List

Sailing Schedule List

Navigate to Supply Chain Menu → Sailing Schedule List

• Select “Port of Origin” and “Port of Destination” to Populate data (Required search Filter)

• To Narrow and filter search, select 'Within”. select “Carrier” or Type Vessel Name (Optional search Filter)