Quickstart Guides
Operations Germany
13 min
the operations dashboard enables users to gain a comprehensive view of their entire workload, including their assigned shipments it's structured in a way that displays an overview of your tasks but also ensures that specific details are easily accessible this guide provides convenient access to all the documents related to operations click on the links to explore the user guides ๐๐ create position ๐๐ create new booking copy to new booking create an intra house booking dealing with intra house bookings as agent create a provisional booking consolidated cargo booking consolidation module operations dashboard filters in operations dashboard offer ๐คฒ๐ป๐คฒ๐ป link a booking to a quotation get cargo details and documents ๐๐ creating routes inherit route data from booking create a new route from an existing one attachments edit attachments description define services ๐๏ธ๐๏ธ define your workflow dgd ๐๐ create and print a house bill of lading (hb/l) registering dangerous goods in hbl operative documents transport order ๐๐ operative documents warehouse order ๐ญ๐ญ operative documents stuffing order ๐๐ operative documents pre shipping advice / booking confirmation ๐ฉ๐ผโ๐ป๐ฉ๐ผโ๐ป operative documents provisions ๐งพ๐งพ booking costs payment requests loading confirmation and final docs ๐๏ธ๐๏ธ operative documents shipping instructions ๐ข๐ข create a mbl and send shipping instructions customs ๐๐ create and send a port order add z/b number manually how to create an export declaration (abd) hbl draft ๐๐ create and print a house bill of lading issue a hawb pre alert to shipper / agent ๐คท๐ป๐คท๐ป operative documents invoicing ๐งพ๐งพ creating invoices invoice copying function invoice cancellation memo ๐๐ keep notes supplier evaluation insurance ๐๐ operative documents creation of an insurance policy insurance company selection for policies close file ๐จ๐จ how to close a booking view the booking summary dashboard โ๏ธโ๏ธ operations dashboard save the addresses of parties involved how to import bookings how to remove a booking how to cancel a booking how to delegate a booking how to search, modify, and cancel a booking importing bookings from search booking