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 rom the main menu or the dashboard.
Click Create New Booking
Choose Mode: Ocean, Air, Rail, or Road
Choose Type: Options depend on the mode (e.g., Ocean: LCL / FCL; Air: Loose / ULD)
(Optional) Link Orders: Search and select an existing order to pre-fill details
Pre-filled details can be dates, route info (origin and destination), container data, and products
Note: You can link more than one order only if they share the same supplier. If you select multiple orders, the form will pre-fill from the first selected order. Any differences across orders (e.g., dates) will be highlighted so you can consolidate before submitting.
6. 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
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 link to bookings to reduce the data entry required for the booking.