House bill of ladingDraft and issue House B/Ls against forwarding bookings.
Prepare a House B/L from the booking with parties, routing, cargo, containers, freight lines and clauses, then move it from draft to issued.
Freight forwarding
Overview
Sea Freight Documentation is where the forwarding desk prepares the House B/L. You choose the booking and a B/L template, and Sailix brings in the customer and the job details. The document then carries the shipper, consignee and notify parties, vessel and voyage, the routing places, marks, packages, description, weight and measurement.
A House B/L is saved as a draft until it is ready, then issued. On issue, Sailix can apply the credit control set in the IFF voucher configuration, and it asks before issuing when no invoice has been raised against the booking. An issued B/L must be moved back to draft before it can be deleted.
Capabilities
What it does
Booking-linked document
Pick the forwarding booking and the House B/L takes its job details. You choose whether the B/L details are written back to the booking.
Party master lookup
Shipper, consignee and two notify parties are picked from the BL Party master, and the names and addresses are copied onto the bill for editing.
Containers and freight lines
List containers on the bill or refill them from the booking, and add freight lines with item, amount, currency and a prepaid or collect status.
Issue details
Record place of issue, issue date, shipped date, number of originals and the issue type: original B/L, seaway bill or clean on board.
Clauses and seals
Keep clauses under the cargo description with a print flag on each one, and choose which of the three seal lines the bill carries.
Credit check on issue
When credit control is switched on, issuing is blocked if the customer's oldest unsettled invoice exceeds its credit days, or its outstanding exceeds the credit limit.
Workflow
How it works
First
Select booking and template
Choose the booking and the House B/L template, or a carrier template when the document follows a carrier layout.
Then
Complete parties and cargo
Confirm the shipper, consignee, notify parties, vessel, voyage, ports, marks, packages, description, gross weight and measurement.
Next
Add containers, freight and clauses
Refill containers from the booking, enter the freight lines, and set the clauses and the delivery agent details.
Finally
Issue the bill
Change the status from draft to issued. Sailix runs its checks and asks for confirmation where an invoice has not been raised.
Questions
Questions and answers
How do I create a House B/L from a forwarding booking?
- Open Sea Freight Documentation, choose the booking and the B/L template, and Sailix loads the customer and shipment details from the job. Complete the parties, vessel, voyage, routing, cargo description, containers and freight lines, save as draft, and change the status to issued when the bill is final.
Can one booking have more than one House B/L?
- With the standard House B/L template, a booking carries one House B/L and Sailix refuses a second. With a carrier template, a booking may carry several, and Sailix asks you to confirm before creating another one against the same booking.
Does Sailix check customer credit before issuing a House B/L?
- It can. The IFF voucher configuration has a credit control setting for issuing sea bills of lading. When it is on, Sailix compares the customer's credit days and credit limit with the oldest unsettled invoice and the total outstanding, and blocks the issue if either is exceeded. Drafts are not checked.
Can an issued House B/L be deleted?
- Not directly. An issued House B/L has to be moved back to draft before it can be deleted. B/L numbers are also checked for duplicates, so Sailix refuses a number that another House B/L in your organization already uses.
Related
Works with
Forwarding job management
Maintain Booking holds the forwarding job: service, parties, routing, cargo, containers and estimates, with job status and documents alongside.
House air waybill
Prepare a House AWB with parties, routing, cargo and dimension lines, chargeable weight and the prepaid and collect charge summary.
Bill of lading
Take an export B/L from draft to customer confirmation, gated issue, release to the customer and surrender, with a PDF at draft and issue.
Part of Freight forwarding software
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