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

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Presentation on theme: "Logistics Enterprise Sea Operation Quick Start Prepared by IT Department Ltd."— Presentation transcript:

1 Logistics Enterprise Sea Operation Quick Start http://www.itdept.com.hk Prepared by IT Department Ltd.

2 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

3 1.SO (Booking)

4 Click NEW

5 1. SO (Booking) The SO No. will be created when you input some information.

6 2. Vessel / Voyage

7 Click NEW

8 2. Vessel / Voyage – Finished

9 2. Vessel / Voyage The shortcuts can turn to Job or S/O

10 3. Add Vessel to SO When the Vessel is confirmed, Please add to SO

11 3. Add Vessel to SO 補上船,然後可以加 JOB ,再加 HBL

12 4. Job

13 Select JOB PREFIX

14 4. Job – Finished

15 5. HBL Select HBL from Menu When in JOB MAINTENANCE , The shortcut to HBL is in the bottom

16 5a. HBL If the SO is exist, please turn to page 5b, If not, you can input date directly.

17 5a. HBL – General

18 5a. HBL – Address

19 5a. HBL – Container

20 5a. HBL – Marks & Desc

21

22 5a. HBL – Other

23 5a. HBL – Finished

24 5b. HBL – Copy from SO Please select SO in the Select S/O area when JOB NO is selected. ( If the SO is exist.)

25 5b. HBL – Copy from SO This HBL data will be lost when you click Yes.

26 5b. HBL – Copy from SO Double click the so when you want to select.

27 5b. HBL – Copy from SO Click RETURN

28 5b. HBL – Copy from SO Finished

29 6. Gen MBL

30 Click SEARCH after input the vessel

31 6. Gen MBL

32

33 6. Gen MBL – Finished

34 7. Invoice Select INVOICE from MENU When in the HBL MAINTENANCE , the shortcut to INVOICE is In the bottom

35 7. Invoice

36

37 8. Cost When in the HBL MAINTENANCE , the shortcut to COST is in the bottom Select COST from MENU

38 8. Cost

39

40 9. Agent Invoice Select AGENT INVOICE from MENU When in the HBL MAINTENANCE , the shortcut to AGENT INVOICE is in the bottom

41 9. Agent Invoice

42

43

44

45 Report 1.Manifest 2.Profit and Loss

46 1. Manifest Export Job-select from short cut

47 1. Manifest - search Select Cargo or Container, etc, then search

48 1. Manifest - print Click print

49 1. Manifest - preview

50 1. Manifest- fax or email with HBL and Agent INV Click the box of fax or email with HBL and Agent INV

51 1. Manifest- phone book Click the button as below: magnifier & phone book

52 1. Manifest- phone book Search from phone book

53 1. Manifest-finished Can email, fax or send alert

54 2. Profit and Loss

55 2. Profit and Loss- search Search by Job or VSL name, etc, then click print

56 2. Profit and Loss- Preview

57

58 2. Profit and Loss-sending Click Email or Fax for sending

59 2. Profit and Loss-email Email can choose from phone book

60 2. Profit and Loss-attached Email can also sending with attachment

61 2. Profit and Loss-attached Select file from your PC

62 Sea Import Process 1.JOB – Like a folder, P & L report is base on JOB-based 2.HBL – Record import HBL information,

63 1.JOB

64 1. Job Select JOB PREFIX

65 1. Job – Finished Job No will be created when it’s blank.

66 2. HBL Select HBL from Menu When in JOB MAINTENANCE , The shortcut to HBL is in the bottom

67 2. HBL NEW HBL:

68 2. HBL – General

69 2. HBL – Address

70 2. HBL – Container

71 2. HBL – Marks & Desc

72 2. HBL – Other

73 2. HBL – Finished

74 Report 1.Manifest 2.Profit and Loss

75 1. Manifest Import Job-select from short cut

76 3. Manifest - search Select Cargo or Container, etc, then search

77 3. Manifest - print

78 3. Manifest - finished

79 2. Profit and Loss Steps are same as Sea Export P/L


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