¶ Introduction
The Shipment module allows you to manage and track shipments
Go to Shipment List and double click on a row to view the details of a shipment.
¶ Create MB/L from existing shipment
- Open a Shipment Detail.
- If the shipment doesn’t have a Filing no., click on the Master B/L button. You will be led to the MB/L Entry screen, and all shipment data will have been filled.
- Check the details and click Save.
¶ Link shipment to an existing MB/L
- Open a Shipment Detail.
- Click on the popup icon in Filing no. field, select an MB/L matching the filter. Click Select.
¶ Add container to shipment
- Open a Shipment Detail.
- Go to the Cargo Detail tab. Scroll down to Container section. Click Add Row.
Note: You can edit the Container no. & Tp/sz if the shipment is not mapped with an MB/L. Otherwise Container no. & Tp/sz will follow container information from MB/L.
¶ Add freight, create AR, AP & D/C Invoice
1. Open a Shipment Detail.
2. Go to Freight tab.
3. In Selling/Debit section, click add row to add Selling freights.
4. In Buying/Credit section, click add row to add Buying freights.
There are two freight types you can select from:
- Local freight: these can be charges to customers or from carrier. This type is used to create AR/AP Invoices.
- Agent freight: charges occurred by Agent. This charge is used to create D/C Notes.
5. To create invoice:
- Click on the checkbox in the CHK column to select freight.
- Click on New A/R Invoice, New A/P Invoice, New D/C to create new invoice with selected freight (A/R invoice for Local selling freights, A/P invoice for Local Buying freights, D/C for Agent Selling/Buying freights).
Note:
- You can create invoices without selecting any freight.
- Shipments must be mapped with a Master B/L to create an invoice.
¶ Create Work Order
- Open a Shipment Detail.
- Go to Work Order tab.
- Click New button to create Work Order.
¶ Upload shipping documents
- Open a Shipment Detail.
- Go to Attached Documents tab. Click Upload.
¶ View shipment events & add comments
All events in a shipment will be recorded in the Event tab.
You can add your own note and comment by clicking on the Add comment button.
¶ Track to-do work with Checklists
Refer Work with checklists in a Shipment.