What steps does the Sailix import wizard cover?

Ten steps in a fixed order: vessel and voyage, B/L details, master job, arrival notice, CSN filing, draft import invoice, discharge list, discharge confirm, tax invoice and delivery order. The progress bar counts a step as done only when its record has been saved.

Can I stop partway through an import and continue later?

Yes. The wizard saves where each B/L has reached and lists it with its current step number and name. Open it from the list to continue, or go back to an earlier saved step to review or edit it without passing the current step again.

Do I have to use the wizard to process an import?

No. Every wizard step is also a screen of its own: master jobs, B/L admin, arrival notice, import invoice, discharge and delivery order. The wizard opens those same screens and checks that each record exists, so a team can work screen by screen if it prefers.

What is an import master job in Sailix?

It is the job record for an inbound voyage. It holds the job type, line, vessel and voyage, load port and starting date, with the bills of lading and containers that arrived on it. Job types include line import, agency import, consolidated import and transshipment.

Import job managementRun each import from vessel to delivery order.

A ten-step import wizard and master job records that take a shipment from vessel arrival to an issued delivery order.

Get started See what it does

Container ship seen from above, crossing open water

NVOCC import

Overview

An import desk repeats the same sequence for every bill of lading: confirm the vessel, set up the job, notify the consignee, file with customs, invoice, discharge and release. Sailix puts that sequence into the Import Express Wizard, which tracks each B/L through ten steps and shows which ones are saved and which are still open.

Behind the wizard sits the Import Master Job, the record that ties a line, vessel and voyage to its bills of lading and containers. You can work from either side: open a job and attach the pending B/Ls that match it, or start from a B/L in the wizard and create the job when you reach that step.

Capabilities

What it does

Ten-step express wizard
Vessel and voyage, B/L, master job, arrival notice, CSN filing, draft invoice, discharge list, discharge confirm, tax invoice and delivery order, in the order the desk works.
Steps that check themselves
A step shows as complete only when its record exists. You cannot move past the arrival notice, CSN, invoice or discharge steps until that work is saved.
Resume from the list
The wizard list shows every B/L in progress with its current step and who created it, with filters for line, vessel voyage and shipper.
Import master jobs
Record job type, line, vessel and voyage, rotation number, load port, carrier, service partner and manifest registration number, then attach bills of lading and containers.
Pending B/L matching
When you pick a line, vessel and voyage on a master job, Sailix lists the pending import B/L records that match so you can attach them.
Job search and PDF
Search master jobs by line or vessel, filter by status and job type, see container and B/L counts per job, and export any job as a PDF.

Workflow

How it works

First
Pick the vessel and B/L
Select the vessel and voyage, then the B/L number. The B/L must already exist in Import Bill of Lading (Admin).
Then
Link the master job
Choose the import master job that carries this B/L, or create one from the wizard and link the B/L to it.
Next
Notify, file and invoice
Send the arrival notice, complete the CSN filing, and create the draft import invoice for the B/L.
Finally
Discharge and release
Create the discharge list, confirm every container, confirm the invoice, then issue the delivery order and complete the wizard.

Questions

Questions and answers

What steps does the Sailix import wizard cover?: Ten steps in a fixed order: vessel and voyage, B/L details, master job, arrival notice, CSN filing, draft import invoice, discharge list, discharge confirm, tax invoice and delivery order. The progress bar counts a step as done only when its record has been saved.
Can I stop partway through an import and continue later?: Yes. The wizard saves where each B/L has reached and lists it with its current step number and name. Open it from the list to continue, or go back to an earlier saved step to review or edit it without passing the current step again.
Do I have to use the wizard to process an import?: No. Every wizard step is also a screen of its own: master jobs, B/L admin, arrival notice, import invoice, discharge and delivery order. The wizard opens those same screens and checks that each record exists, so a team can work screen by screen if it prefers.
What is an import master job in Sailix?: It is the job record for an inbound voyage. It holds the job type, line, vessel and voyage, load port and starting date, with the bills of lading and containers that arrived on it. Job types include line import, agency import, consolidated import and transshipment.