Logistics Enterprise Sea Operation Quick Start

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Logistics Enterprise Sea Operation Quick Start. Prepared by IT Department Ltd. http://www.itdept.com.hk. Sea Export Process. SO – It means booking, mainly used for warehouse. (Optional) VESSEL / VOYAGE Add VESSEL/VOYAGE to SO (if the SO exists) - PowerPoint PPT Presentation

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Logistics EnterpriseSea Operation

Quick Start

http://www.itdept.com.hkPrepared by IT Department Ltd.

Sea Export Process1. SO – It means booking, mainly used for warehouse. (Optional)

2. VESSEL / VOYAGE

3. Add VESSEL/VOYAGE to SO (if the SO exists)

4. JOB – Like a folder, P & L report calculates based on job

5. HBL

6. Gen MBL

7. INVOICE – e.g. Charge the shipper ocean freight

8. COST – Records of costs such as freight charges to the carrier

9. AGENT INVOICE – Create DEBIT NOTE or CREDIT NOTE for AGENT

1. SO (Booking)

1. SO (Booking)

Click NEW

1. SO (Booking)The SO No. will be created when you input some information.

2. Vessel / Voyage

2. Vessel / VoyageClick NEW

2. Vessel / Voyage – Finished

2. Vessel / VoyageThe shortcuts can turn to Job or S/O

3. Add Vessel to SOWhen the Vessel is confirmed, Please add to SO

3. Add Vessel to SO

補上船,然後可以加 JOB,再加 HBL

4. Job

4. JobSelect JOB PREFIX

4. Job – Finished

5. HBLSelect HBL from Menu

When in JOB MAINTENANCE , The shortcut to HBL is in the bottom

5a. HBLIf the SO is exist, please turn to page 5b, If not, you can input date directly.

5a. HBL – General

5a. HBL – Address

5a. HBL – Container

5a. HBL – Marks & Desc

5a. HBL – Marks & Desc

5a. HBL – Other

5a. HBL – Finished

5b. HBL – Copy from SOPlease select SO in the Select S/O area when JOB NO is selected. ( If the SO is exist.)

5b. HBL – Copy from SO

This HBL data will be lost when you click Yes.

5b. HBL – Copy from SODouble click the so when you want to select.

5b. HBL – Copy from SO

Click RETURN

5b. HBL – Copy from SO Finished

6. Gen MBL

6. Gen MBL

Click SEARCH after input the vessel

6. Gen MBL

6. Gen MBL

6. Gen MBL – Finished

7. InvoiceSelect INVOICE from MENU

When in the HBL MAINTENANCE , the shortcut to INVOICE is In the bottom

7. Invoice

7. Invoice

8. Cost

When in the HBL MAINTENANCE , the shortcut to COST is in the bottom

Select COST from MENU

8. Cost

8. Cost

9. Agent InvoiceSelect AGENT INVOICE from MENU

When in the HBL MAINTENANCE , the shortcut to AGENT INVOICE is in the bottom

9. Agent Invoice

9. Agent Invoice

9. Agent Invoice

9. Agent Invoice

Report

1. Manifest

2. Profit and Loss

1. Manifest• Export Job-select from short cut

1. Manifest - search• Select Cargo or Container, etc, then search

1. Manifest - print

• Click print

1. Manifest - preview

1. Manifest-fax or email with HBL and Agent INV

• Click the box of fax or email with HBL and Agent INV

1. Manifest-phone book

• Click the button as below: magnifier & phone book

1. Manifest-phone book

• Search from phone book

1. Manifest-finished

• Can email, fax or send alert

2. Profit and Loss

2. Profit and Loss-search• Search by Job or VSL name, etc, then click print

2. Profit and Loss-Preview

2. Profit and Loss-Preview

2. Profit and Loss-sending• Click Email or Fax for sending

2. Profit and Loss-email

• Email can choose from phone book

2. Profit and Loss-attached• Email can also sending with attachment

2. Profit and Loss-attached• Select file from your PC

Sea Import Process

1. JOB – Like a folder, P & L report is base on JOB-based

2. HBL – Record import HBL information,

1.JOB

1. JobSelect JOB PREFIX

1. Job – FinishedJob No will be created when it’s blank.

2. HBLSelect HBL from Menu

When in JOB MAINTENANCE , The shortcut to HBL is in the bottom

2. HBLNEW HBL:

2. HBL – General

2. HBL – Address

2. HBL – Container

2. HBL – Marks & Desc

2. HBL – Other

2. HBL – Finished

Report

1. Manifest

2. Profit and Loss

1. Manifest• Import Job-select from short cut

3. Manifest - search• Select Cargo or Container, etc, then search

3. Manifest - print

3. Manifest - finished

2. Profit and Loss• Steps are same as Sea Export P/L