Operations
Create New Booking
5min
Creating a new booking facilitates the generation of a unique reference to initiate the shipment process while also serving as a starting point for organizing and tracking the goods.
The more preliminary data you input during the booking creation stage significantly reduces the workflow in the subsequent steps.
There are four types:
- Normal: is a booking that was not specifically created as a consolidated one, regardless of whether it is FCL or LCL.
- Consol: as the name suggests, is a booking used to manage consolidations, and when created in the Own Consol option, it is confirmed as YES.
- Documental: is used to group several existing Normal bookings within a Consol Booking that have the same consignee, to consolidate all the cargo from that consignee.
- Transitory: is a booking that was previously Normal but has been grouped into a Documental booking, and as the name implies, it transitions from normal to documental.
- The client must exist in the database.
īģŋ
1
Inputting more information about the shipment into the database will simplify subsequent steps.
2
Ensure you select the client's correct address since they might have several locations.
3
The TAX ID field is mandatory only for the client.
4
Once the booking is created, it is not possible to modify the operation type of the shipment.
īģŋ