What can customers do in the Sailix customer portal?

They can view, accept or reject quotations and download them as PDF, see B/L status and authorize a B/L, report payments against outstanding balances, confirm pickup and delivery on delivery orders, read and download arrival notices, and change their password under Settings.

Can customers pay online through the portal?

The portal records payments. It does not process them. The customer enters the amount, method, reference and date of a payment made outside Sailix. The agency is notified, reviews the payment and carries on with the delivery order.

Can customers download documents themselves?

Yes, two kinds. A customer can download the PDF of any quotation raised for them and the PDF of an arrival notice sent to them. Those are the downloads available in the portal. Other documents are sent by the agency.

Can a customer approve a bill of lading in the portal?

Yes. The BOL and Payments screen lists each B/L with vessel, voyage, status and any amount due. Where authorization is pending, the customer presses Authorize and can add remarks. After the B/L is released, the customer can confirm receipt the same way.

Customer portalLet shippers and consignees serve themselves.

A customer login for accepting quotations, authorizing B/Ls, reporting payments, confirming pickups and reading arrival notices.

Get started See what it does

Container train running through an inland container depot

Platform

Overview

Much of an agency's phone and email traffic is customers asking for a quotation copy, a B/L status or an arrival notice. In Sailix a customer with a login lands on a separate dashboard. It shows the quotations raised for them, their bills of lading and balances, their delivery orders and their arrival notices.

The portal is not read-only. A customer can choose a vessel voyage and accept a quotation, or reject it with a reason. They can authorize a B/L, report a payment against an outstanding balance, and confirm pickup or delivery on a delivery order. Each action updates the same record the agency works on.

Capabilities

What it does

Quotation review
Customers see each quotation with its container details, charges and total amount, and can download it as a PDF.
Accept or reject
Before accepting, the customer selects a vessel voyage from the options offered or keeps the one the agency recommended. Rejecting asks for a reason.
B/L status and authorization
A table lists each B/L with vessel, voyage and status. The customer can authorize a B/L, and confirm receipt once it has been released.
Balances and payment reporting
Outstanding balances are listed with reference, amount and status. The customer submits the payment amount, method, reference and date for the agency to review.
Delivery order confirmations
Delivery orders show their reference and pickup location. The customer confirms pickup with who collected, then confirms delivery with recipient and location.
Arrival notices
Customers open arrival notices with vessel, voyage, port and arrival date, filter the list by status and download the notice as a PDF.

Workflow

How it works

First
The agency sends a quotation
The quotation appears in the customer's portal with its charges and the vessel voyage options.
Then
The customer accepts
They select a sailing and accept, or reject and state why.
Next
B/L and payment
The customer authorizes the B/L and reports the payment made against the outstanding balance.
Finally
Arrival and delivery
At destination the customer downloads the arrival notice, then confirms pickup and delivery on the delivery order.

Questions

Questions and answers

What can customers do in the Sailix customer portal?: They can view, accept or reject quotations and download them as PDF, see B/L status and authorize a B/L, report payments against outstanding balances, confirm pickup and delivery on delivery orders, read and download arrival notices, and change their password under Settings.
Can customers pay online through the portal?: The portal records payments. It does not process them. The customer enters the amount, method, reference and date of a payment made outside Sailix. The agency is notified, reviews the payment and carries on with the delivery order.
Can customers download documents themselves?: Yes, two kinds. A customer can download the PDF of any quotation raised for them and the PDF of an arrival notice sent to them. Those are the downloads available in the portal. Other documents are sent by the agency.
Can a customer approve a bill of lading in the portal?: Yes. The BOL and Payments screen lists each B/L with vessel, voyage, status and any amount due. Where authorization is pending, the customer presses Authorize and can add remarks. After the B/L is released, the customer can confirm receipt the same way.