Logistics Enterprise Sea Operation Quick Start Prepared by IT Department Ltd.
Sea Export Process 1.SO – It means booking, mainly used for warehouse. (Optional) 2.VESSEL / VOYAGE 3.Add VESSEL/VOYAGE to SO (if the SO exists) 4.JOB – Like a folder, P & L report calculates based on job 5.HBL 6.Gen MBL 7.INVOICE – e.g. Charge the shipper ocean freight 8.COST – Records of costs such as freight charges to the carrier 9.AGENT INVOICE – Create DEBIT NOTE or CREDIT NOTE for AGENT
1.SO (Booking)
Click NEW
1. SO (Booking) The SO No. will be created when you input some information.
2. Vessel / Voyage
Click NEW
2. Vessel / Voyage – Finished
2. Vessel / Voyage The shortcuts can turn to Job or S/O
3. Add Vessel to SO When the Vessel is confirmed, Please add to SO
3. Add Vessel to SO 補上船,然後可以加 JOB ,再加 HBL
4. Job
Select JOB PREFIX
4. Job – Finished
5. HBL Select HBL from Menu When in JOB MAINTENANCE , The shortcut to HBL is in the bottom
5a. HBL If the SO is exist, please turn to page 5b, If not, you can input date directly.
5a. HBL – General
5a. HBL – Address
5a. HBL – Container
5a. HBL – Marks & Desc
5a. HBL – Other
5a. HBL – Finished
5b. HBL – Copy from SO Please select SO in the Select S/O area when JOB NO is selected. ( If the SO is exist.)
5b. HBL – Copy from SO This HBL data will be lost when you click Yes.
5b. HBL – Copy from SO Double click the so when you want to select.
5b. HBL – Copy from SO Click RETURN
5b. HBL – Copy from SO Finished
6. Gen MBL
Click SEARCH after input the vessel
6. Gen MBL
6. Gen MBL – Finished
7. Invoice Select INVOICE from MENU When in the HBL MAINTENANCE , the shortcut to INVOICE is In the bottom
7. Invoice
8. Cost When in the HBL MAINTENANCE , the shortcut to COST is in the bottom Select COST from MENU
8. Cost
9. Agent Invoice Select AGENT INVOICE from MENU When in the HBL MAINTENANCE , the shortcut to AGENT INVOICE is in the bottom
9. Agent Invoice
Report 1.Manifest 2.Profit and Loss
1. Manifest Export Job-select from short cut
1. Manifest - search Select Cargo or Container, etc, then search
1. Manifest - print Click print
1. Manifest - preview
1. Manifest- fax or with HBL and Agent INV Click the box of fax or with HBL and Agent INV
1. Manifest- phone book Click the button as below: magnifier & phone book
1. Manifest- phone book Search from phone book
1. Manifest-finished Can , fax or send alert
2. Profit and Loss
2. Profit and Loss- search Search by Job or VSL name, etc, then click print
2. Profit and Loss- Preview
2. Profit and Loss-sending Click or Fax for sending
2. Profit and Loss- can choose from phone book
2. Profit and Loss-attached can also sending with attachment
2. Profit and Loss-attached Select file from your PC
Sea Import Process 1.JOB – Like a folder, P & L report is base on JOB-based 2.HBL – Record import HBL information,
1.JOB
1. Job Select JOB PREFIX
1. Job – Finished Job No will be created when it’s blank.
2. HBL Select HBL from Menu When in JOB MAINTENANCE , The shortcut to HBL is in the bottom
2. HBL NEW HBL:
2. HBL – General
2. HBL – Address
2. HBL – Container
2. HBL – Marks & Desc
2. HBL – Other
2. HBL – Finished
Report 1.Manifest 2.Profit and Loss
1. Manifest Import Job-select from short cut
3. Manifest - search Select Cargo or Container, etc, then search
3. Manifest - print
3. Manifest - finished
2. Profit and Loss Steps are same as Sea Export P/L