Orders

Reference
System generated Order #. Two-character prefix (defined in Agent contact default setting) plus incrementing order number.

Order Date
Date order was created. Not editabled.

Status
System status will automatically reflect most recent saved data for this order.

View Order History
Log of type of order activity, date, user, and e-mail/fax related to an order.

Billed
This checkbox shows billing status. Automatically checked from Mark Orders process in Carrier Billing Report, or changeable by an Administrator.

 

Supplier

The Supplier is the contact who is supplying the products of the order.

Supplier ID*
Enter a known Supplier contact ID. You may search for an ID by entering the first 3 letters of the ID, or clicking the  search icon.

Supplier Company
Supplier company name, display only.

Terms of Sale
Choose Terms of Sale from drop-down list.

 

Agent

The Agent is the contact who co-ordinates the order. Auto-filled from Supplier contact default settings.

Agent ID*
Enter a known Agent contact ID. You may search for an ID by entering the first 3 letters of the ID, or clicking the search icon.

Agent Company
Agent company name, display only.

 

Seller

The Seller is the contact who is selling the products of the order to the Buyer. The Seller is often called the Importer. Auto-filled from Supplier contact default settings.

Seller ID*
Enter a known Seller contact ID. You may search for an ID by entering the first 3 letters of the ID, or clicking the search icon.

Seller Company
Seller company name, display only.

Terms of Sale
Choose Terms of Sale from drop-down list.

Purchase Order
Enter Seller-provided Purchase Order #.
(Required for Member to lookup orders in Member Web Access module)

 

Buyer

The Buyer is the contact who is ordering the products of the order.

Buyer ID*
Enter a known Buyer contact ID. You may search for an ID by entering the first 3 letters of the ID, or clicking the search icon.

Buyer Company
Buyer company name, display only.

Purchase Order
Enter Buyer-provided Purchase Order #.
(Required for Member to lookup orders in Member Web Access module)

Insurance
Checked based on Buyer contact default settings. Changeable on a per-order basis. Check box if this order is to be insured. Reflected on Forwarding, Booking, and Shipment reports.

 

Consignee

The Consignee is the contact who receives the order on behalf of the Buyer. The Consignee and the Buyer are often the same contact.

Consignee ID*
Enter a known Consignee contact ID. You may search for an ID by entering the first 3 letters of the ID, or clicking the search icon. Auto-filled with Buyer ID by default.

Consignee Company
Consignee company name, display only.

 

Broker

The Broker is the contact who arranges the order.

Broker ID*
Enter a known Broker contact ID. You may search for an ID by entering the first 3 letters of the ID, or clicking the search icon. Auto-filled from Buyer contact default settings.

Broker Company
Broker company name, display only.

 

Destination

Enter the final destination address of the order. Auto-filled from Buyer contact default settings.

 

Transit

Point of Origin*
Location where this order originates. Auto-filled from Supplier contact default settings.

Place of Receipt
Location where order is received. Auto-filled from Supplier contact default settings.

Port of Loading*
Port where order is loaded. Auto-filled from Supplier contact default settings.

Port of Discharge*
Port where order is discharged. Auto-filled from Buyer contact default settings.

Onward Routing
Choose an onward routing method from drop-down list

 or enter free-form text in the adjacent text box.

Carrier ID*
Enter a known Carrier contact ID. You may search for an ID by entering the first 3 letters of the ID.

Carrier Company
Carrier company name, display only.

Vessel
Enter the name of the ship.

Voyage #
Enter the voyage number.

Req Ship Date*
Enter Requested Ship Date of order, usually provided by Buyer, or enter free-form text such as "ASAP"

Est Ship Date
Enter Estimated Ship Date of order.

Act Ship Date
Enter Actual Ship Date of order.

Est Arrival Date
Enter Estimated Arrival Date of order.

Act Arrival Date
Enter Actual Arrival Date of order.

Master Bill of Lading
Document issued by the original carrier or the liner to the freight forwarders giving the detail of the cargos to be carried by the liner.

House Bill of Lading
Document issued by the freight forwarder to the shipper giving the detail of the consignment to be carried to the destination country.

Express
Check checkbox if Express BOL. Document required for the express delivery of the consignment .The original bill of lading is not required in this case which is surrendered at the load port.

Received
Check checkbox when BOL is received.

Forwarder's Ref #
Reference # provided by the Forwarder.

Freight Charges Paid By
Enter which party is responsible for Freight Charges.

 

Documents

These selections are reflected on Forwarding, Booking, and Shipment reports.
Selections are for informational purposes.

 

Comments

Internal Comments
Private comments for internal reference.

External Comments
Public comments displayed to contacts.

 

Products*

Auto-filled from Supplier contact default settings.

Name
Enter short name of product.

Qty
Enter quantity of units of item.

Unit
Choose unit type from drop-down list. Unit list is maintained in System Administration.

Weight
Enter weight per unit.

Ext. Weight
Calculated weight based on quantity.

Action
Add a product, Delete a product

 

Containers*

A Consolidation Candidate container or Straight Load Container must be selected.

Consolidation
A group of orders put together in a single container or multiple containers, shipped and tracked as a consolidation.

Candidate
Check checkbox to mark order as candidate for consolidation. Orders marked as consolidation candidates will appear in the available for consolidation list in the Consolidation module.

Req Container
If selected as a consolidation candidate, a Requested Container type must be selected to group similar orders together in a consolidation.

Straight Load Containers
An order not grouped with other orders. May be in a single container or multiple containers.

Type
Select type of container from the drop-down list.

Container #
Enter the Container #.

Seal #
Enter the container Seal #

Action
Add a container, Delete a container

 

Commissions and Admin Fee

Fees, Paid amount, and Paid Date for Commissions and Admin fee may be tracked for the order.

 

Custom Fields

Custom Fields may be used to track anything associated with the order, such as a marketing code. Appears on selective reports.