Combining and Moving Bookings

Consolidating shipments maximizes container space and landed cost efficiency.  These are simple ways to plan and merge Bookings.

Finding Bookings

1. Go to Modules > Bookings
   
2. Find Bookings under “Created” status.  IE. Bookings that have not been submitted to the Purchaser.:
   • Click 
   • Select “Status”
   • Select “Created”
     
3. To search for Bookings with similar Pick-up Dates:
   • Click 
   • Select “Pick-up Date”
   • Select “Between” and click the green check button.
     
4. To search for Bookings with the same Destination Port:
   • Click 
   • Select “Destination Port”
   • Search and select the Port
   • Click Submit
     
5. To search for Bookings with the same Origin Port:
   • Click 
   • Select “Destination Port”
   • Search and select the Port
   • Click Submit
6. Analyze cubic meters (CBM) 
   • Organize and display pertinent columns.
     • Click 
     • Suggested columns to select:
       • Pick-up Date
       • Origin Port
       • Destination Port
       • Shipping Method/Terms
       • Cubic Meters – Keep in mind Cubic Meters is often auto-calculated based on the Product Sku dimensions.  If Product Sku dimensions are not accurate, the estimated CBM will not be accurate.
         

Combining Bookings

Option 1: Merging Bookings – Import ALL Purchase Orders/Products from another Booking

1. Click the button.

2. Select Bookings to merge:

3. Click the  button and confirm the Bookings to be approved. *Keep in mind merged Bookings will automatically be cancelled.

Option 2: Moving part of a Booking  – To move individual Products or Quantities to another or new Booking:

1. Click on the Booking you plan on moving Product from.

2. In the “Products” tab, click the  button

3. Enter the Quantity to be moved

4. Determine if the Quantity is moving to a New or Existing Booking.

5. Click Submit.

Additional tips:

• Stages of a Booking
• Tag Bookings by clicking .  Press <enter> after entering each tag.