Forwarding job managementOne booking record behind every forwarding job.
Maintain Booking holds the forwarding job: service, parties, routing, cargo, containers and estimates, with job status and documents alongside.
Freight forwarding
Overview
Maintain Booking is the forwarding job in Sailix. It holds the service, customer and sales details, routing, freight figures, carriage details, documentation references and the revenue and cost estimate. The form adapts to the service: sea, air and road jobs show different carriage labels, and consolidation services link house jobs to a master job.
Around the booking sit three desk tools. Maintain Job Status records each step a job has reached and closes or recalls the operation. Mark Job as Dead abandons a job with a remark, and can recall it later. The Job Document Library files documents against the job with captions and a portal flag.
Capabilities
What it does
Estimated and confirmed bookings
Save a booking as estimated while details are open, then confirm it. A confirmed booking cannot go back to estimated and cannot be deleted.
Revenue and cost estimate
Enter revenue and cost lines per tariff item with rate, quantity, currency and exchange rate. Totals show revenue, cost and net in local currency.
Containers, vehicles and transshipment
List containers with VGM weight, record a vehicle packing list and keep a transshipment schedule. Container lines roll up into the booking's freight figures.
Job status tracking
Record the next status with date, time and remarks, reverse the last one, and close the operation with a completion date. Future dates are refused.
Dead jobs with history
Mark a job dead with a mandatory remark, or recall it. A job with invoiced or accounted lines cannot be marked dead, and each action is logged.
Job document library
Attach files to a job with a caption, document type and remarks, and set Show in Portal per file. Files of up to 25 MB are accepted.
Workflow
How it works
First
Open the booking
Pick the service, customer, routing and cargo. If the service requires a quotation, enter the quotation reference before saving.
Then
Estimate and confirm
Add revenue and cost lines, check the net, and confirm. A confirmed booking with a negative estimate net is refused unless your voucher configuration allows it.
Next
Update status as work moves
Record each status step in Maintain Job Status, and file documents against the job in the Job Document Library.
Finally
Close or abandon
Close the operation once the work is complete, or mark the job dead with a remark if the shipment will not move.
Questions
Questions and answers
What does a forwarding booking record in Sailix?
- The booking holds the service, customer, sales person, origin, destination, ports, cargo weight and volume, carrier and vessel or flight details, house and carrier document references, shipper, consignee and notify party, cut-off dates, and the revenue and cost estimate that invoices and purchase journals later draw on.
Can I handle consolidation jobs with house and master bookings?
- Yes. For a consolidation service the booking is either a house job or a master job. A house job links to its master and inherits the carriage and carrier document details from it. When a master is saved, Sailix asks before updating the related fields on its house jobs.
What happens when I mark a forwarding job as dead?
- The job becomes view only and appears in the Dead Job Report with the remark you entered. Sailix refuses jobs that have invoiced or accounted lines, and asks for confirmation if the job is linked to another booking, has live house jobs or is already operation completed. A dead job can be recalled.
How does the job document library handle portal visibility?
- Each file filed against a job carries a Show in Portal setting next to its caption, document type and remarks. The desk decides file by file which documents are marked for the portal. Files are added by upload from the desk, and accepted types include PDF, Word, Excel, images and archives.
Related
Works with
Forwarding quotations
Log inquiries, build quotations from a line-by-line cost estimate, revise issued quotes and see which ones became bookings.
House bill of lading
Prepare a House B/L from the booking with parties, routing, cargo, containers, freight lines and clauses, then move it from draft to issued.
Job costing
Raise job invoices, book vendor costs and notes, accrue cost provisions, and close jobs out of work in progress into the service's ledgers.
Part of Freight forwarding software
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