Navigation Basics
Charge Analysis Report
What are we trying to solve and how? This report will mainly provide users to see vertical charge wise report for sales person’s performance analysis and incentives calculations. This report provides the values in item currency. The report will give ...
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 ...
How to add Routing Details?
Users can navigate from Go to Navigation Icon → Ocean module → New FCL customer order → Routing Details section How to add Pre Carriage Details? Users can navigate from Go to Navigation Icon → Ocean module → New FCL customer order → Routing Details ...
What's new from the Month of Oct 2021
Enhancements
How to add Other Services From customer booking orders?
We have launched the Other Services From booking Enhancement which allows you to add other services that provided to the customer order Below is the list of other services that you can select while creating the customer booking order Clearance Cargo ...
How to make Consolidate Invoice
What are we trying to solve and how? There may be chances where users don’t know which items have to be added while booking a consolidated purchase invoice. So now we will make unique items from estimates, unique by Item Name, UOM and Currency ...
Daily Shipment Report webinar Invitation
Dear All Recently we introduce the report feature called "Daily Shipment Report" with configurable intelligent workflows which capture both micro and macro level milestones, we are glad to join the invitation link for a better understanding of ...
How to convert shipment from Direct to Back to Back?
Please find the below steps to Convert the Direct Shipment to Back to Back Shipment: Steps: 1. Go to the Shipment in which need to convert and click on the "Edit" button 2. After clicking on the Edit button scroll the Edit view and click on the ...
How to convert shipment from Back to Back to Consol?
Please find the bellow steps to Convert the Back to back Shipment to Consol Shipment: Steps: 1. Go to the Shipment in which need to convert and click on the "Add New House Shipment" button 2. After clicking on the button select the Consolidation type ...
How to link single | Multiple houses in one container?
Please find the below steps to link houses with containers in created Shipment: Steps: 1. Go to the Shipment container section and click on the "Show 0 Linked Shipmnts" button 2. After clicking on the button hover on the "Link Shipment" menu that ...
How to change the Carrier Booking number after JOB creation and before the container is picked up?
Please find the below steps to Change the Carrier Booking number after JOB Creation: Steps: 1. Go to the Vendor Boking (Carrier Booking) report screen and open the carrier booking in which need to update the carrier booking number 2. Go to the ...
How to allocate container quantity against the transporter?
Please find the below steps to Allocate container quantity against the added Transporter in Customer Order: Steps: 1. Go to the Customer Order Edit view then scroll the screen and go to the Pickup Orders section 2. In that section, click on the ...
How to perform an action for the container to the previous stage “Pickup Pending” from “Factory Gate In Pending”?
While Transporter service gave into the customer order then perform below steps: Steps: 1. Go to the “Gate In Pending” report screen 2. Apply filter or select the container you wish to restore to the previous stage and in the actions column find the ...
How to perform an action for the container to the previous stage “Pickup Pending” from “Factory Gate In Pending”?
While Transporter service gave into the customer order then perform below steps: Steps: 1. Go to the “Gate In Pending” report screen 2. Apply filter or select the container you wish to restore to the previous stage and in the actions column find the ...
How to perform an action for the Container to the previous stage as “Stuffed” from “POL Gate in Pending”?
Steps: 1. Go to the “Gate In Pending” report screen 2. Apply filter or select the container you wish to restore to the previous stage and in the actions column find the ‘Restore’ button. Please note you can always revert one container at a time. 3. ...
How to perform an action for the Container to the previous stage as “POL Gate In Pending” from “POL Gated In”?
Steps: 1. Go to the “Loading Pending” report screen 2. Apply filter or select the container you wish to restore to the previous stage and in the actions column find the ‘Restore’ button. Please note you can always revert one container at a time. 3. ...
How to Restore the container to the previous stage?
Dear user, here we have our latest new feature release called Container restoring to the previous stage which allows you to revert the container milestones restored back to their previous stage in the system. As we know that in the system there are ...
How to perform an action for Container to previous stage “POL Gated In” from “Loaded”?
Steps: 1. Go to the “Active Containers” report screen 2. Apply filter or select the container you wish to restore to the previous stage and in the actions column find the ‘Restore’ button. Please note you can always revert one container at a time. 3. ...
In Legal Dispute Customers Release Note
There are cases where the customers, don’t pay within time or their cheque gets bounced due to insufficient balance. In such legal dispute cases, the Credit control team wants to move this customer out from regular follow-ups and put them into a ...
Credit Note | Debit Note Share from Pre-Alert Pending Release Note
Credit and Debit notes can be shared along with all the other documents attached for that Agent in the Shipment from the Pre-alert Pending report screen as well as from the Shipment Action. Modes of sharing Pre-Alert to the agent are: On Platform ...
How to Handle Switch BL Case in Shipmnts?
Step 1: Just open up any job (FCL/LCL) and open the HBL document where house shipments are associated with that job. Then click on the HBL document which is to be switched. Step 2: Once the document opens go to Document Action of that HBL Editor ...
How to share CN/DN via Pre-Alert?
Step 1: Open shipment summary screen as shown below screenshot: Step 2: Click on the Action button as highlighted: Step 3: Here, click on the "Send Pre Alert" option - It will open up the drawer where you can verify the documents which are auto ...
How to Share Dispatch Dockets to Customer?
We have introduced a new function in order to share the Dispatch Dockets to the Customer from the Dispatch Pending Report screen and Shipment action Dispatch can be shared along with all the other documents attached for that shipment along with ...
Collection Tracker Report
We have introduced a new report in order to track the overall collection status along with the receivable performance based on the target set for a particular period. Outstanding as well as Overdue amounts as on the date set in order to check the ...
Purchase Tax Template Automation
Purchase Tax Template Automation feature which has been brought up into the system is to resolve problems getting faced by users such as, Manually selecting the tax templates which they end up forgetting to change the Reverse charge as applicable ...
Salary Payables
Let us understand this by taking an example. Salary to be paid to an employee for the month of september. Total Salary - 50,000 TDS - 5000 Net Salary Payable - 45000 Step 1: Book salary payable against the employee on 30th September. Date 30th ...
Financial Year Lock
Once your financial year suppose F.Y.2021-22 is completed and you need to freeze the same. How you can do it in SHIPMNTS? Let us understand this by taking an example. For Example you need to freeze F.Y. 2021-22. Kindly follow the below steps ...
Sales & Purchase Lock
Let us understand this by taking example. Suppose you need to freeze sales and purchase invoices up to the period 31st March 2022. Kindly follow the below steps as seen in the image below: Click on the navigation tab. Go to System Administration. ...
Period Closing Voucher
SHIPMNTS has an automation process for closing the Financial year. A Period Closing Voucher indicates that the profit/loss for an accounting period has been balanced and the books can start fresh. At the end of every year or (quarterly or maybe even ...
Exchange Rate Revaluation Entry
Let us understand this by taking an example Customer - Vipra International Private Limited Invoice Date - 12-Dec-2021 Invoice Amount (In USD) - 2000 USD Ex rate - 78.56 Invoice Amount (In INR) - 1,57,120 Ex rate as on 31st March - 77.04 Refer Below ...
Common Terms
Abbreviation Term Description ETD Estimated time of departure The projection determines when a shipment is expected to leave its point of origin. ETA Estimated time of arrival While commonly used in casual settings, this abbreviation holds a formal ...
Air Terms
Abbreviation Term Description AWB Air waybill Issued by carriers, this essential transport document offers evidence that the intended shipment has been received. This document also serves as a receipt for the transaction’s consignor. MAWB Master Air ...
Ocean Terms
Abbreviation Term Description BOL | B/L Bill of lading BOL stands for Bill of Lading. It is an essential document that is issued to a shipper when shipping goods. The document includes details about the details of the good including its contents, ...
Consol Shipment
How to mark SI Filed on a Shipment
How to add Part HBL in a Back-to-Back Shipment?
How to mark Rollover / Shutout Containers from HBL?
How to mark AMS Filed on a Shipment?
How to send Pre-alert to Agent from a shipment?
How to update and edit Shipping Bill details in Ocean Export Shipment?
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