Shipment
The shipment is the main document in the forwarding module. The shipment can be either converted from a quote or created directly in the list of shipments. In the shipment the main carriage of the shipment is managed.
Structure of the Shipment:
- General and Main Carriage FastTab: Register general information, such us the Sell-To Customer, Order Type, External Document No., Shipper, Ship-from, Consignee, Ship-To and on the Main-Carriage FastTab the Mode of Tranpsort and Voyage details.
- Milestones and Events: Register and keep track of all the Events and Milestones related to the Shipment or related entities.
- Lines FastTab: Register lines of the type: Equipment, Good, Handling Intructions, Clause and Remarks:
- Good: Register the good details, such as the Description, No. of Outer Packages, Outer Package type, Gross Weight
- Dimensions: Register the Good Dimensions on the Good Line or on the Good Line Card.
- Equipment
- Equipment Details: Register the Equipment details, such as the Equipment Identification Number, the Size Code, Seal No. and Verified Gross Mass details.
- Clause: Register clauses, select a clause from the list.
- Handling Instruction: Register Handling instructions, select the handling instruction from the list.
- Remark: Register Remarks, select the remark from the list. Remarks might be printed on external reports or outputs. For internal Remarks, consider the use of Notes in the Attachment section.
- Sections FastTab: Manage and track the journey of the shipment with automatically generated Sections and Section Activities.
- Milestones and Events: Register and keep track of all the Events and Milestones related to Sections and/or Activities.
- Document Parties FastTab: Manage all Parties involved with the Shipment.
- References FastTab: Register the Shipment References.
Tip
Save time by creating templates for Shipments you use most often. Then use the template whenever you create a new document.
General FastTab
External Document No.: On a shipment, you can specify a document number that refers to the customer's numbering system. Use this field to record the number that the customer assigned to the shipment. You can then use the number later if, for some reason, you need to search for the shipment or invoice created from the shipment using this number.
The External Document No. will be printed on external reports, such as the Booking Confirmation or Sales Invoice.
Order type: The Order type field is used to differentiate different types of shipments. Based on the order type alternative status templates can be applied and some field might be defaulted, such as the Mode of transport and Movement type fields.
Note
On the Order Type Card, define templates for Milestones and event, Document Reports, References, Document Parties and Document Contract Strategy.
Main-Carriage FastTab
Mode of transport: In The mode of transport the user can select the mode of transport of the main carriage from the available options that have been implemented in the system. Different modes can be defined on section level.
Note
Similar to the Order type field the templates for Milestones and event, Document Reports, References and Document Parties can be configured in the Mode of Transport table.
Make sure to configure unique templates. If a template is setup on the Order Type and Mode of Transport, the Events and Milestones from both templates will be merged, resulting in relevant Events and Milestones, Reports or Parties for any given Shipment.
Movement Type: The movement type field specifies the type of movement, such as FCL/FCL, LCL/LCL.
Movement Scope: The Movement scope specifies the operational scope of the shipment, such as D2D, D2P. Depending on the scope the system will automatically create Sections and Section activities for Pre-carriage, Main-carriage and On-carriage.
Voyage: The Voyage number associated with the Main-Carriage of the Shipment. The Voyage will update the Carrier No., Means of Transport, Port of Origin and Port of Destination fields and update the relevant Events and Milestones on Shipment and Activity level.
Note
When a voyage is updated, for example the ETA or ETA is, the system will automaticall synchronize the related Shipments.
Sections FastTab
In the sections FastTab the full journey of the shipment can be managed and tracked.
Learn more about how to set up Section Templates.
Most commonly a Section has one related Activity, for example a Loading activity. Sections can also have multiple associated activities, for example the Pickup Empty Equipment, Loading and Drop-off full equipment activites.
Example Mode of Transport: Oceanfreight, Movement Scope: Door-To-Door.
First Section
Carriage Type Mode of Transport Pre-Carriage ROAD
Activities First Section
Event-Milestone Source Type Source No. / Location Pickup Empty Equipment Terminal Delta Terminal Load Door Dordrecht Warehouse Solutions Return full equipment Terminal Delta Terminal
Second Section
Carriage Type Mode of Transport Main-Carriage OCEAN
Activities Second Section
Event-Milestone Source Type Source No. / Location Departure Port NLRTM Arrival Port DKAAR
Third Section
Carriage Type Mode of Transport On-Carriage ROAD
Activites Third Section
Event-Milestone Source Type Source No. / Location Pickup Full Equipment Terminal Euroports Terminal Load Door Aarhus Logistics Return empty equipment Terminal Euroports Terminal
To Create a Transportation booking
More information will follow.
To create a Transhipment
More information will follow.
To split activities
More information will follow.
Document Parties FastTab
Based on the templates and configuration Parties will be added to document. This allows you to specify which parties are involved, Parties such as the Customer, Shipper, Ship-from, Consignee and Ship-to can be synchronised with fields on the header. Other parties will not be synchronised, for example terminals, Notify address and other. Parties can be printed as a dataitem on some of the outgoing documents, for example the manifest, Parties also allow to select contact details and Email addressed when sending mail from the system. Parties can be added on a shipment level, or be linked to a specific goods line. This can be useful when the shipment has an additional stop for loading or unloading for one of the good items,
Milestones and events
Based on the configured templates all Milestones and events will be added to the document. Depending on the configuration some milestones might be linked to the Sections, for example the Departure and Arrival milestones typically would be assigned to the Main carriage section.
To create a Sales Invoice
To create a Sales Invoice from the Shipment, choose the Create Sales Invoice action on the Shipment.
Tip
Consider the us of a step function to create Sales Invoices.