This article covers the initial booking creation process.
Customers, admins, and operators can create a booking, depending on the use case. Required fields may vary by user.
Creating a Booking
Navigate to the Bookings tab from the main menu or the dashboard.
Click Create New Booking.
Enter information for your booking.
Required fields include:
Name of client the booking is for
Shipper information
Consignee information
Origin port
Destination port
Service Level (COMING SOON - December 14th)
Optional fields include:
Requested cargo ready date
Requested delivery date
Primary mode
Incoterms
Reference Numbers
Pick Up Location
Deliver To Location
Required Cargo Details include:
Goods Description
Optional Cargo Details include:
Count of Loose Cargo
Loose Cargo Type
Cargo Gross Weight
Weight Unit
Volume
Volume Unit
Dimensions, including length, width, height and volume unit
Container Types
Number of Containers
4. Upload documents and add notes if desired.
5. Use the activity log to keep track of all the changes and updates made to a booking.
💡 Existing orders can linked to bookings to reduce the data entry required for the booking.