How to add Basic Details in customer booking order?
- Users can navigate from the menu as bellow
- Go to Navigation Icon → Ocean module → New FCL customer order → Basic Details section
- Here, in the customer field user can add the billing party to whom the user want to raise an invoice for this order
- On selection of customer, user can select customer address if that customer has multiple addresses, if not then that single address will come automatically prefilled in the address field
- In Shipper and Consignee field user can add the actual shipper and consignee which the user wants on MBL or HBL. This both field is optional at the moment of recording customer orders, if the user has the details of shipper or consignee then the user can add it, or if not then skip this as well
- In the Sales Person field, the user can add a salesperson who is tracking this customer order request
- In the Preferred Carriers field if your customer preferred any carrier then add that carrier
- The hot shipment function is used for urgent/priority shipments and can be seen with fire icon before customer name in the Edit page of customer order and in Report Screen
- In the Quotation Ref field, the user can add a reference number and that will reflect in created shipment
- In the Incoterms field, If the customer is already informed and the user aware of the decided incoterms then the user can add that in this field and it will same reflect in created shipment
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