Creating & Updating an Ocean Export LCL Order

Creating & Updating an Ocean Export LCL Order

  1. Before you review the process of creating ocean order we recommend understanding the workflow of how ocean forwarding works in Shipmnts.
  2. Click here to review Overview of Ocean Export Forwarding.
  3. The basic flow shared in this article is as follows
    1. Creating an Order 
    2. Linking Booking (See section Booking Management) 
    3. Linking Container
    4. Converting an Order to a Job 
    5. [Optional] - Update Additional details on order like transhipment hop and etc. 

Creating Ocean Export LCL Order 

Creating an Ocean Export FCL Order from Won Inquiry - Recommended
1. Navigate to the Sales section to access sales-related data and inquiries.

2. Select Active Inquiries to focus on ongoing sales inquiries.

3.

4. Switch to the Won Inquiries tab to view inquiries that have been successfully closed.

5. Click the more options button beside a won inquiry to get to order creation option

6.

7. Choose Create Order to start generating an order from the selected won inquiry.

8. You will notice most of the basic and charge details will be pre-filled and get carried forward from the won inquiry.

9. Enter the number of containers required for your shipment.

10. You may add any special instructions or notes in remark

11. for eg here it's suggesting while you would like to save the order would you also like to send a pre-formatted acknowledgement message of the order. Let's keep this checked.

12. Click Create to Save

13.

This drawer opened up because we selected the 'Send Acknowlegement' option in last step.

Click Send Notifications to alert relevant parties about the confirmed order.

14. Your order has now been created


Creating a stand alone Ocean Export LCL Order (when your sales team is not using Shipmnts Sales Cloud)

1. Begin by clicking the Create Order button to start a new shipment order.

2. Select the appropriate Load Type by choosing LCL for Less than Container Load shipments.

3. Click the Business Vertical dropdown to specify your shipping business type.

4. Select Ocean Export Forwarding to define the shipment's business vertical.

5. Open the Branch dropdown to assign the shipment to a specific branch.

7. Choose the customer for whom you are creating the order

8.

9. Choose Create New Company if your customer does not exist in the system yet.

10.

11. Click the Port Of Loading dropdown to search for and select the shipment's departure port.

12.

13. Select Jebel Ali, United Arab Emirates as the port of loading if shipping from that location.

14.

15. Click the Port Of Discharge field to choose the destination port for the shipment.

16.

17. Select Mundra, Gujarat, India as the port of loading if appropriate for your shipment.

18.

19. Under Cargo details section, specify the details of the commodity being shipped in the Commodity Description input box.

20.

21. Click the Create button at the top right to submit your completed order form.

22. Send notifications to stakeholders by clicking Send Notifications after confirming booking details.

23.



Converting Order to Job post receipt of booking confirmation from Shipping Line
Notes
Before you proceed to converting an Order to Job you must ensure following things 
1. Your Shipping line Booking is linked to your order. See the next Section on Booking Management to understand how to link booking
2. The container details are added to the order
Add Container On an Order

1. Select Add Containers Details to provide or update relevant container information for this shipment.


2. Click the Container Number field to enter the unique identifier for your container.

3. Type the container number for easy future tracking and reference.

4. Click Submit to save and confirm the entered container information.

5. Select Send Pickup Confirmation to automatically notify parties upon saving container details.


[Optional] Send SI reminder to Customer before Job Creation

1. Click the more options button to reveal additional actions for this shipment.

2. Select 'SI Reminder Sent To Customer' to start the process of sending a Shipping Instruction reminder.

3. Choose the event date for your reminder by clicking the date field.

4. Select the specific date that the reminder should be sent.

5. Click 'OK' to confirm your selected date and time.

6. Enable 'Send Notification' to notify the customer about this shipment update.

7. Submit your reminder details to save and proceed.

8.

9. Select the correct customer contact to ensure the reminder reaches the intended recipient.

10. Click 'Send' in the email panel to deliver the SI reminder to your customer.



Convert to Ocean Job from Ocean Order

1. Open shipment actions for your chosen booking by clicking the more options button.

2. Choose from Direct, back to back or House for creating a shipment for this booking.
- Direct is used for creating Master Jobs 
- Back to Back is used for Agent Driven Jobs 
- House is for Consol Jobs

3. Select the specific container you wish to include in this direct shipment.

4. Click Create Shipment to finalize and initiate the direct shipment process.

 





Booking Management in Ocean Customer Orders 

Create New Shipping Line Booking and Allocate to an Order



Amend/ Extend Validity of a booking

Allocate Existing Shipping Line Booking to an Order







Updating LCL Order Details 

Updating Shipper, Consignee, Origin/ Destination Agent & Notify parties


Updating Container Details & Cargo Package Properties


Updating Special Cargo Properties


Updating Routing Details & Adding Transhipment Hop


Updating Stuffing Details - Factory, ICD & CFS


Adding Pre-Carriage or Origin CFS Details


Adding Additional Services & Special Remarks