Reviewing a Booking

Suppliers schedule and plan Shipments by creating Bookings.  Purchasers review and confirm Bookings to create Shipments.

Finding Bookings

1. Go to Modules > Bookings
   
2. Use the Filter or Search box to find Bookings.
   • A common filter to use is “Status”.
     
   • Select “Submitted”, which will filter for Bookings awaiting the Purchaser’s approval.
     
     
3. Click on the Booking ID
   

Review Booking Information

Some notable Booking information to review:

• Shipping Method to confirm the mode of transportation. IE. Ocean FCL (full container) vs Ocean LCL (shared container) vs Air. *Also compare this to Cargocentric’s recommendation.
• Shipping Terms aka incoterms to help instruct who pays for freight and Customs fees
• Pick-up Date
• ETA Destination Port
• Destination Port
• Total Cubic Meters (cbm) helps decide between sharing or shipping a full container.
• Total Chargeable Weight is used to calculate air freight charges.

Click on the tab.  A couple important things to review:

• Actual Unit Qty – If there is a warning icon, there is a difference compared to the original Quantity Booked.
• Actual Unit Value – If there is a warning icon, there is a difference compared to the value in the Purchase Order.

Comment and Approve

• To send questions and comments, click on the tab.
• To approve the Booking and proceed with the Shipment, click .

Additional tips:

• Flag Products or Containers as high priority by clicking 
• To combine multiple bookings, click on .  Keep in mind this will 1) remove Purchase Order and Product data from the imported Booking and 2) the summary data will not change.
• Tag Bookings by clicking .  Press <enter> after entering each tag.
• Keep track of Shipments