Reviewing a Booking
Suppliers schedule and plan Shipments by creating Bookings. Purchasers review and confirm Bookings to create Shipments.
Finding Bookings
- Go to Modules > Bookings
- 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.
- A common filter to use is “Status”.
- 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