Create Booking Written Article
Creating New Booking
Brigitte
Last Update 5 months ago
Bookings is a new feature for WorldScope that will enable the User to make bookings online. The Booking Page displays First Mile events and references are also available to filtering and sort page. Use your filters to narrow your list and your Sort by to re-order the bookings.
Click into BOOKINGS Sidebar Menu option to view your bookings. You will see two (2) additional submenu options –
• Drafts – bookings that have not been completed can be saved as Drafts to be completed later.
• Templates – bookings that are for repetitive moves can be saves as templates to speed up the booking process.
New bookings can be created BOOKINGS page, or you can access your Templates from the Booking Templates Page. We suggest that repetitive bookings be saved as Templates as you create them.
1. Filter
2. Add Filter
3. New Booking
4. Drafts
5. Download
6. Filter Sets
7. Sort By List
2 CREATE BOOKING OPTIONS
The User will be able to create a booking from Create New, or from a Template, or complete a Draft.
2.1 CREATE BOOKING PAGE 1 – PARTIES & REFERENCES
Page 1 captures Parties and Reference information. Your Related Parties will appear in the Drop Downs for required fields which will be highlighted in red if User clicks into white space of the booking form.
If the drop downs are blank or if your partner is missing, contact your Customer Service Representative to get the system updated. If the Consignee is missing, User can select a Port - UNLOCO that the booking is for and provide Consignee Name & address in Remarks on Page 2.
At any point in the process, you can save as a Draft and continue the booking later. The Draft will appear on the Draft SubMenu list page.
1.Party Making Booking Organization Data – Drop Down Selection
2. Pickup Location Organization Data – Drop Down Selection
3. No Pickup required check box
4. Consignee Organization Data – Drop Down Selection
5. UNLOCO code – Use only if Consignee data not in drop down
6. Clear Consignee (use this to clear field & use UNLOCO only)
7. Is Sun Chief Booking - Swire Sun Chief Service
8. Cargo Ready Date – 7 days in the future
9. Required Delivery Date to Consignee (optional)
10. Shipper Reference
11. Order Reference
12. Save Draft
13. Next
For Shipper/Pick Up/Consignee – User can type name in drop down to find match. All 3 of these are mandatory to make a booking. If there is no Pickup Required
The Cargo Ready date needs to be 7 days in the future. The Required Delivery Date is an optional field. Order or Shipper Reference will be required to proceed.
2.2 CREATE BOOKING PAGE 2– ROUTING & RATING
Page 2 is routing & rating information for the booking. All fields are mandatory except 4 & 9. Fields 3, 5-8 have drop downs for selection of acceptable
2.2.1 Origin/Destination
Origin & Destination will pre-populated based upon Pick Up Location & Consignee. These can be updated manually. Please see the list of Sun Chief current ports of call.
o VNSGN Ho Chi Minh Vietnam
o VNHPH Haiphong Vietnam
o KHPNH Phnom Penh Cambodia
o THLCH Laem Chabang Thailand
o SGSIN Singapore
o IDJKT Jakarta Indonesia
o USSEA Seattle USA
o USMEM Memphis Tennessee
o USCHI Chicago Illinois
o CAVAN Vancouver Canada
2.2.2 IncoTerms
2020 IncoTerms have been pre-loaded in the drop down, please select one in IncoTerms. For the Place associated with the IncoTerm,
User can provide in “additional terms” as displayed below.
2.2.3 B/L Release Type
This field will guide the type of Transport Document you need.
1. EBL
2. SWB
3. OBL
4. OBR
Please select from the drop down.
2.2.4 Delivery Mode
This field will indicate how the shipment is routed. Door/Door, CY/CY etc… Please select from the drop down.
1. DR/CY
2. DR/DR
3. CY/CY
4. CY/DR
2.2.5 Rate Quote Type
Please advise what type of Bill of Lading we need to issue for this Export. Available options are in the drop down.
1. Quote
2. NRA
3. NSA
4. Direct Carrier Contract - select Carrier and advise Contract #
For Sun Chief/Swire Service NRA = Contract #
2.2.6 Remarks
Please advise any special handling. If your CRD is earlier than allowed in app, please make note here.
1. Sun Chief vessel/voyage requested
2. Cargo Ready Date special requests
3. If no consignee in drop down on page 1 - provide consignee name & address to add to booking and our Operating System.
2.2.7 Save Template
The User can click Save Template at the Top Right of the screen.
System will provide name as Consignee name. This can be changed by you. You also have ability to make notes in description if you want to create multiple templates per consignee.
2.3 BOOKING PAGE THREE – CARGO & EQUIPMENT
Page 3 is equipment & cargo and commodity information for the booking.
All fields need to be entered to proceed to Page 4 to submit the booking.
You can save as a draft if you need to obtain the data from someone in your organization and complete booking later.
1. Number of Containers – All containers same weight/size/commodity
2. Container Size/Type – Drop Down
3. Weight
4. Commodity (35-character limit)
5. Temperature Controlled – Yes/No – Required
a. Min/Max Temp Window will open if YES - default in Celsius
b. Vent settings - default in Percent %
6. Hazmat - Yes/No – Required
a. If Yes, upload Haz declaration is required
7. Add another container
8. Summary of containers on booking
2.3.1 Container Size
Please select container size from the drop down provided in the tool. Dynamic search is available.
2.3.2 Weight
Weight in kilograms must be entered for each container.
2.3.3 Commodity
Commodity description is required.
2.3.4 Temperature Controlled?
There must be a response to this question to proceed. If YES additional information is required to proceed with submission of booking.
2.3.4.1 Provide Min/Max Temp
If Yes, Min/Max temperature in Celsius is required. You can save as a draft if you need to obtain the data from someone in your organization and complete booking later.
2.3.4.1 Provide Vent Settings
If Yes, vent settings on refrigerated equipment is required. Default in percentage.
2.3.5 Hazardous
There must be a response to this question to proceed. If YES additional information is required to proceed with submission of booking.
2.3.5.1 Attach Haz declaration
If Yes, User must upload a Haz Declaration to be able to proceed with submission of the booking. You can save as a draft if you need to obtain the dec from someone in your organization and complete booking later.
Click on Attach Hazmat Declaration
Drop & Drag your file into upload wizard or Click in box to select file.
Click Upload.
Close window when complete.
Once file is uploaded the name of the file uploaded appears under Hazmat?
Below is an example of a Temp Controlled Booking.
2.4 BOOKING PAGE FOUR – REVIEW & SUBMIT
Page 4 is review & submit page for the booking. This is the last time to review data before it will be submitted into our Operating System for processing by the team. User can save booking as Template on Page 4.
Each Page has a section which is editable by click on the pencil (1,2&3 above) which will allow the user to go back to the page & correct the booking.
Once the page is corrected, click Update at the bottom left of the page and User will be returned to Page 4.
2.4.1 Submit Booking
If this is a new Consignee, User can Save as Template (#7, #4 in screenshot).
Click Submit Booking (#6, #5 in screenshot) after confirming your data is correct.
A window will open reminding you that once you submit any adjustments will have to be coordinated with your Customer Representative. If you are not sure, click BACK.
Click the submit (#6 in screenshot) and your booking will be pushed into our Operating System.
