Logistics Enterprise Sea Operation Quick Start Prepared by IT Department Ltd.

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Presentation transcript:

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