Manual - docs.sekoww.comdocs.sekoww.com/mySEKO/instructions/MySEKO Manual.pdf · user’s manual...

© 2008 SEKO Worldwide. All Rights Reserved. Page 1 of 169

User’s Manual

WELCOME TO MYSEKO! 4

MYSEKO HOME PAGE 4

MY SIDE BAR 4 ZONES 5 LEFT ZONE 5 RIGHT ZONE 5

MYSEKO MENU BAR 6

SHORTCUTS 6 ABOUT MYSEKO V3 6 PERSONALIZE MYSEKO 6 CONTACT US 6 SET AS STARTUP PAGE 6 VIEW RELEASE NOTES 7

MYSEKO 7

HOME 7 CONTACT US / FEEDBACK 8 ISSUE MANAGEMENT 10 ADD ISSUE 14 ORDER SUPPLIES 16 LOGOUT 18

SETTINGS 19

CHANGE SHIPMENT GRID 19 MY INFO & SETTINGS 22 USER INFORMATION 22 SECURITY QUESTION & ANSWER 24 NOTIFY OF ISSUES 26 REMEMBER ME 26

This guide has been created to help new and existing mySEKO users navigate easily through the numerous functions available in the application. Within the various sections in this guide you will find an overview followed by a description of how to use the functionality. Direct all application support issues or questions regarding information contained in this document to the SEKO Worldwide Corporate IT Help Desk at [email protected] or by calling 1-866-502-SEKO (7356).


SHOW RELEASE NOTES AT LOGIN 27 MY THEME 28 INITIAL PAGE 29 CHANGE MY PASSWORD 30

PERSONALIZE MYSEKO 31

ADD GADGET 32 MINIMIZE OR DELETE GADGETS 33 DRAG & DROP SEKO GADGETS 35 RESET DEFAULT LAYOUT 35 AVAILABLE SEKO GADGETS 36 SHIPMENT DEFAULTS 36 NORTH AMERICAN / TRADESHOW 36 INTERNATIONAL 37 FORMS 38 SHIPMENT HISTORY 38 LAST 5 TRACKING QUERIES 40 NORTH AMERICAN ZIP CODE LOOK UP 41 DOCUMENT UPLOAD 42 SHIPMENT TRACKER 44 MY SHIPMENT CALENDAR 46 QUICK LINKS 47 MY PICTURE 48 MY COMPANY INFO 48

MY SHIPMENT DEFAULTS 49

NORTH AMERICAN/TRADESHOW 49 INTERNATIONAL 55 INVENTORY MANAGEMENT / INSTANCE 57

NOTIFICATION E-MAIL ADDRESSES 60

CUSTOM PIECES 61

ADDING A NEW CUSTOM PIECE 61 DELETING OR EDITING AN EXISTING CUSTOM PIECE 62

CHANGE MY LABELS 63

BOOKING SHIPMENTS IN MYSEKO 63

NORTH AMERICAN SHIPMENT 63


TRADESHOW SHIPMENT 80 SCHEDULING AN INSTANCE/DEMO 95 INVENTORY CONTROLLED PICK TICKET 103 BOOK AN INTERNATIONAL (GLOBAL) SHIPMENT 107

TRACKING & TRACING 124

SHIPMENT TRACKER (GADGET) 124 SHIPMENT HISTORY (GADGET) 127 SHIPMENT TRACKING 128 VIEW MY SHIPMENTS 130

SEKO.RED SHIPMENT TRACKING INFORMATION “RED HAWB” 131

SHIPMENT 131 CHARGES 133 REMARKS/STATUS 134 FORMS/DOCS 134 IMAGES 136 ROUTING (INTERNATIONAL ONLY) 137

PRICING / BILLINGS 137

NORTH AMERICAN INSTANT QUOTE 138 INTERNATIONAL SHIPMENT QUOTE 145 VIEW NORTH AMERICAN QUOTE 148 NORTH AMERICAN ACCOUNT SUMMARY 151 NORTH AMERICAN PAYMENT HISTORY 152 ACCOUNTS RECEIVABLES AND AGING SUMMARY 154 VIEW ACTIVE CLAIMS 155

REPORT CENTER 157

ACCESSING REPORTS 160 RENDERING REPORTS 161 INVENTORY TIMELINE CALENDAR 162 INVENTORY GANTT 162 INVENTORY SHIPMENT CONFIRMATION 163

SHIPMENT CALENDAR 163

VIEW SHIPMENT CALANDER 163 ADD/EDIT MILESTONES 166


LOGOUT 169

Welcome to mySEKO!

mySEKO, SEKO Worldwide‟s customized web-based transportation and logistics suite, allow our

customers to easily and effectively get online rate quotes, view existing quotes, book shipments online,

print shipping documentation, run customized reports and view account balances. mySEKO gives our

clients a complete view of their account activities through a secure web connection. It also enables clients

to receive email notification of status changes, communicate with customer service via real time

messaging, gain access to SEKO‟s Inventory Management system and so much more!

The new mySEKO v3 allows our customers to customize the site to fit their needs. The new and improved

mySEKO provides our customers with a more advanced system so everything works better and faster!

The source code and databases have been reengineered to work more efficiently between the North

American and Global transportation systems to enhance your SEKO experience.

mySEKO Home Page

When you first visit mySEKO, you will initially be directed to your home page which displays the most

commonly used information in gadget form. The mySEKO home page includes six core gadgets that

provide you with a snapshot of shipment booking and tracking information. These include Quick Links,

My Shipment Calendar, Shipment Tracker, Shipment History, Shipment Defaults, and Document Upload.

You can customize your home page to change the placement and add or remove gadgets through the

mySEKO personalization function. Refer to Personalize mySEKO for further details.

My Side Bar

My Side Bar is a convenient menu located on the left side of your screen and is visible during your entire

visit to the site.


Located on the side bar are three most frequently used gadgets. These include Quick Links, Shipment

Calendar, and the Shipment Tracker. Since these are set by default, they cannot be deleted but they can

be minimized or moved to another area of the home page, or zone, which will be discussed in the next

section. You can personalize the side bar by adding additional gadgets. Refer to Personalize mySEKO

for further details on adding, minimizing, moving, deleting, and restoring your gadgets.

Zones

The home page is made up of two zones, which are areas that hold the mySEKO gadgets and are

divided into left and right zones. When personalizing your mySEKO home page, you are able to

customize each zone by adding any available gadget. Refer to Personalize mySEKO for details on

adding, minimizing, moving (drag and drop), deleting, and restoring your mySEKO gadgets.

Left Zone

The Shipment History gadget is available by default on the left zone of your mySEKO home page. Since

this gadget is set by default, it cannot be deleted from the home page, however, it can be moved to your

preferred location by the drag and drop feature. Additional gadgets can also be added to the left zone,

refer to Personalize mySEKO for further details.

Right Zone

The Shipment Defaults and Document Upload gadgets are available by default on the right zone of your

mySEKO home page. Since these gadgets are set by default, they cannot be deleted from the home

My Side Bar Left Zone Right Zone


page, however, they can be moved to your preferred location by the drag and drop feature. Additional

gadgets can also be added to the right zone, refer to Personalize mySEKO for further details.

mySEKO Menu Bar

The menu bar is located at the top of your page and remains visible throughout your mySEKO

experience. This allows you to navigate to any area of mySEKO, regardless of the page you are currently

on, with ease.

The menu bar also includes quick links to certain functions in mySEKO, also known as shortcuts. A brief

description of each shortcut is explained below.

Shortcuts

About mySEKO v3

Selecting this icon provides you with an overview of the latest version information as well as provides you

with the ability to view available keyboard shortcuts.

Personalize mySEKO

Use this tool to gain immediate access to personalizing your mySEKO experience! Refer to Personalize

mySEKO to learn more about customizing your personal site.

Contact Us

Do you have a comment or suggestions for SEKO? We want to hear from you! Use this icon to submit a

message to the SEKO Worldwide Corporate IT Help Desk. Your message will be directed to the

appropriate person(s).

Set as Startup Page


Do you have a specific page you frequently visit and want to be directed at each login? Use this shortcut

to set your Startup Page. Go to the specific page you want to set as your startup page then click the

thumbnail icon.

You will receive the below confirmation message notifying you that the change was successful:

Click to exit the message. The next time you login to mySEKO, you will automatically be

directed to that page.

View Release Notes

Want to see the latest enhancements made to mySEKO? Select the View Release Notes icon which

provides an overview of the latest and greatest functionality mySEKO has to offer!

Once you have finished viewing the release notes, select to exit.

mySEKO

Options available to you from mySEKO on the menu bar include accessing your home page, contacting

SEKO Worldwide, accessing issue management, ordering supplies or logging out. In this next section, all

these features will be explained in further detail.

Home


The home option will direct you to your mySEKO home page where you can access all your gadgets.

Contact Us / Feedback

Do you have a comment or suggestions for SEKO? We want to hear from you! From the mySEKO drop

down menu, select Contact Us / Feedback

Once selected, you will be sent to the contact page where certain fields, including your name, email

address, and telephone number, will already be completed based on your user information. Refer to Info

& Settings for further details.


Select the preferred response method by clicking on the appropriate button provided (email, telephone or

no preference).

Next, type the Subject of your message and then continue to enter the details.

Once the information has been entered, click the button.

If your message was successfully sent, you will receive the below confirmation:

Click to exit this message.

An email will be sent to the SEKO Worldwide Corporate IT Help Desk and will be forwarded to the

appropriate person(s).


Issue Management

mySEKO Issue Management provides you with the ability to notify your local SEKO station,

representative, customer, supplier or others of an event that affects a particular shipment. To access,

select Issue Management from the mySEKO drop down menu.

You will be directed to the Issue Management page where all your open issues will be displayed.

The grid displays the shipment number (HAWB), the description, the create date and time and the current

status of the open issue.

Select the link, located on the first column of the grid, to direct you to the issue so you can view

the issue remarks, reply to, or close the issue.


You can also choose to minimize the reply section by clicking the link (maximize by

clicking the link).

Reply to an open issue by first typing the appropriate response in the field provided and then click the

button.

The response will be added to the Remarks column, shown below, and will be stamped with the date,

time, and the replier who submitted the response.

To close an issue, click on the button. You will receive a prompt to confirm the action:


Click to proceed.

Once the issue has been successfully closed, a confirmation message will appear.


If you choose not to reply to, or close the issue, or you need to simply return to the Issue Management

page, click the link.

The Issue Management Control Panel, located on the left hand side of the page, provides you with the

options to add a new issue or view closed issues.

This panel also tallies the number of issues and they are broken out by New or Closed. Please note if

Show Closed Issues checkbox is not selected, only new (open) issues will display. If there are no open

issues, and the Show Closed Issues checkbox is not selected, the control panel will show no totals.


If there are no open issues but the Show Closed Issues checkbox is selected, you will be directed to the

issue management grid which displays all the closed issues.

If open issues exist and the Show Closed Issues checkbox is selected, the grid will update to include both

open and closed issues.

TIP! The icon key, which is located on the left hand side, provides a

reference guide for what each icon represents.

Address Change: use to request an address change on a shipment

Cancel Shipment: use to request cancellation on a shipment

Phone Number: use to request a phone number change or to add a phone number

Redirect: use to provide details on a shipment direction change

POD Request: use to request a POD on a shipment

Status Request: use to request the most current status on a shipment

Damage: use to report damage on a shipment

Other: use as a miscellaneous issue type

Date Change: use to request a change to the shipment (delivery, pickup) date

On Hold: use to place the shipment on hold

Extended Demo: use to notify the demo has been extended (applies to Instance/Demos)

Change Equipment: use to request a change to the shipment‟s equipment

Please refer to the next section Add Issue on how to add a new issue to a shipment in mySEKO.


Add Issue

If you need to add a new issue, select Add Issue from the mySEKO drop down menu.

Selecting this will direct you to the issue entry page.

TIP! In order to add a new issue, a shipment number (HAWB) is

required. Please have that number available before selecting Add Issue

from the upper menu bar.

Enter the required shipment number (HAWB) and the Issue Topic.

By default, the Address Change issue type is applied. Use the drop down menu provided to choose a

more appropriate issue type, if needed.


Next, select the due date based on the urgency of the issue. By default, ASAP (as soon as possible) is

selected but for a less urgent issue, select either One Day or One Week.

Proceed to enter the description of the issue in the field provided (this is not a required entry but is

recommended).

If you need to alert others that the issue was created, mark the checkbox. Enter up to ten

(10) email recipients.

Once the issue details and email addresses have been entered, select the button. The

issue will be saved. To stop processing the issue, select the button. Selecting either button will

return you to the main Issue Management page.


If you are already in Issue Management and need to add a new issue, simply click the Add Issue link on

the control panel and follow the same steps as in the Add Issue section.

Order Supplies

If you need to restock BOLs, labels or other shipping supplies, place an order to SEKO Worldwide by

using the convenient Order Supplies feature in mySEKO.

Your name, email address, company and telephone will automatically be filled in based on your user

settings. Refer to Info & Settings for further details.


Select your preferred response method (Email, Telephone, or No Preference) by selecting the

appropriate button.

Next, enter the Subject in the entry field.

Proceed to enter a description of the supplies you need to order in the space provided.

Once all the necessary data has been entered, click the button.

You will receive the following message confirming the request was successfully sent.


Click to exit the message.

Logout

Exit the website by selecting the Logout option from the mySEKO menu.

After selecting this option, you will be returned to the login page where the following message will be

displayed, confirming that are successfully logged off of mySEKO.



Settings

The Settings menu provides a number of ways to customize your mySEKO experience based on your

personal preferences or needs. You can change how you view your shipment grid, update personal

information and site settings, personalize mySEKO with a number of available gadgets, set your

notification email addresses, add custom pieces and change your labels and more!. This section provides

you with an overview of the options mySEKO offers!

Change Shipment Grid

Change the order of columns in your shipment grid based on personal preferences or needs. Click

Change My Shipment Grid under the Settings menu.

The column headers are initially shown in their default settings.


As you make changes to the layout, the grid will be updated in real-time so you can preview the

customized grid. Please note the changes will not be permanently changed until you have saved the grid,

which will be explained below.

Although a majority of the columns are editable, SEKO has programmed the Icons column to always

display on your shipment grid since these provide you with direct accessibility to view the shipment BOL,

add or view a shipment issue, and provides quick ability to clone or return a particular shipment.

There are two ways to customize the order of other columns in your shipment grid. The first option is by

using the up and down arrows. Click on either arrow adjacent to the column header until it

reaches the desired position in the grid.

The second option is by using the numbered drop down menu. Click the arrow next to the column you

wish to move and then select the desired position.


Once you have finished personalizing the grid layout and your changes are complete, click on

button to finalize changes.

If the change was successful, you will receive a confirmation message:



If you choose to refresh the shipment grid back to its original default setting, click the

link. You will be prompted with a message to confirm the action.

Select to change the grid to its original default settings or to stop the action.

My Info & Settings

Modify your personal information including your user information, security question and answer,

password, site theme, and your default home page. Change these settings by selecting My Info &

Settings from the Settings menu.

User Information

This section holds your basic user and contact information. In certain areas of the site, including but not

limited to, ordering supplies or contacting SEKO Worldwide, some of the data from this setting gets

automatically populated to entry fields (typically the name, email address and phone number) for your

convenience. This section includes your name (first, last), email address, phone number, alternative


phone number, fax number and organization (company name). Please note this information was entered

at the time your user profile was created but can be modified at anytime.

The information and settings page makes visible your personal shipment booking and pricing capabilities

within mySEKO. These capabilities were established at the time your username and password was

created. If you are able to book International (Global) shipments, for example, YES will be displayed

adjacent to the right of the description. If the option is unavailable, NO will be displayed instead.

If you are not established for a particular setting but want to obtain additional information, click the

question mark icon adjacent to the left of the description.

After selecting the question mark icon, you will be prompted with a message to confirm the action.


Selecting will automatically send your local SEKO station an email notifying them of your

request. If you choose to opt out of receiving additional information, select the button.

Once you have submitted the request for additional information, you will receive a confirmation message

that your control station was notified. Clicking will direct you back to the Info and Settings

page.

Security Question & Answer

This a security feature in the event you should ever lose or forget your password. When you first logged

into mySEKO, you were prompted to provide that information in order to finalize your user identification.

You can edit the security question and answer from the Info & Settings page by clicking the Edit My

Security Question and Answer checkbox. You will then be prompted to select a pre-defined question and

then enter your answer in the field provided.


In the event you should lose or forget your password, select the link from the login

screen.

When this link is selected, you will be prompted to enter your username, CAPTCHA (an alpha / numeric

combination of letters and numbers), select a question and enter your answer.

Once entered, clicking the button will prompt you to enter a new password.


Once the new password has been entered, and you have confirmed the new password, select the

button. You will be prompted with a confirmation message when your

changes were successful.

Clicking will exit you from the message and directs you to a hyperlink. This link allows you to

log into mySEKO using your updated credentials.

TIP! SEKO recommends that you change your password every 90 days for

added security.

Notify of Issues

The Notify of Issues checkbox will set your profile to receive all email notifications for all issues created on

any of your shipments. Refer to the Issue Management section for further details on adding, replying to

or closing issues.

Remember Me

Selecting the Remember Me checkbox will automatically log you into mySEKO without needing to retype

your username and password each time.

Please note you can also activate the Remember Me setting by selecting the checkbox from the login

page. Your Remember Me checkbox under Info & Settings will automatically be updated to reflect this

change.


For added security, this feature automatically expires after 30 days. Once this

time period expires, repeat the step above to reactivate the setting.

Show Release Notes at Login

Release Notes provide an overview of the latest enhancements and updates made to the mySEKO

application. To view the release notes at each login, select the

checkbox.

The next time you login, the most updated Release Notes will appear.

Select to continue with your login.


If you decide to stop viewing the Release Notes at each login, simply click the

checkbox and your settings will automatically be saved in your Info & Settings page. Or, go to the Info &

Settings page and deselect the checkbox. Using either method will stop

the release notes window from appearing at each login.

My Theme

The original default setting for your theme color is Gold, however, a wide array of other color palettes

area available to make your mySEKO experience truly unique. Select a color from the drop down menu

to match your logo or match your mood!


Initial Page

As discussed in the Set as Startup Page shortcut, you can also set your login page by choosing from the

Initial Page drop down menu under My Info & Settings.

The options available depend on how your user profile is established. If you are unable to book North

American shipments, as shown in the example below, it is indicated so in red font and has In-Active

adjacent to the description. If you want to learn more about any feature currently unavailable to you,

please contact your local SEKO station or representative.


Change My Password

To edit your password, click from the Info & Settings page. When selected,

you will be prompted to enter your current password, a new password, and then to confirm the change.

Next, you will need to enter the CAPTCHA (which is the alpha/numeric combination of letters and

numbers) in order to finalize the changes.

Once the information has been entered, select the button. If you choose to opt out of

changing your password, click the button.


Please keep your password in a safe place. If you happen to forget your password, you can retrieve it by

selecting Forgot My Password on the mySEKO login page. Refer to Security Question and Answer for

further details.

Once you have finished making changes to your Info & Settings, click the

button. You will receive a message confirming the information has been successfully saved.


Personalize mySEKO

mySEKO provides you with the ability to optimize your personal experience by changing theme colors

and personalizing your views but it also provides the ability to design your home page and side bar by

adding gadgets based on your personal preference and needs.

We started for you by selecting six core gadgets that will be most beneficial to you. These gadgets

include Quick Links, My Shipment Calendar, Shipment Tracker, Shipment History, Document Upload and

Shipment Defaults. Later in this section, an overview of each of these gadgets and their functions as well

as the other available gadgets will be provided.

Select Personalize mySEKO from the Settings menu to get started!


Add Gadget

Add additional gadget to the side bar or either home page „zone‟ by following these steps:

First, select the SEKO gadget and click the button (example shown below).

You will then be prompted to select the preferred gadget placement. Choose from My Side Bar, Left Zone

or Right Zone.


Once selected, click the button to continue or to opt out.

The gadget will then be placed in your selected area. Refer to Drag & Drop SEKO Gadgets to learn how

to change the placement of a gadget.

Once you have finished adding and moving your gadgets, select the button. To reset to the

original default settings, select the button.

Note: If you selected the button, any changes

you have made to the gadgets will be reversed. Only select this option if you

want your home page to return to its original settings.

Minimize or Delete Gadgets

If you choose to minimize or delete a gadget, click the down arrow located on the right hand corner of the

gadget‟s title bar. Select Minimize to reduce the view or Delete to remove the gadget.


If you had chosen to Minimize the gadget, click the arrow again and select Restore. The gadget will then

return to the maximized view. If you deleted the gadget, you will need to re-add it by following the steps

under Add Gadget.

Please note that My Side Bar has been set to display throughout your mySEKO experience. In order to

gain a wider screen view, particularly when viewing reports, you can hide the side bar by selecting the left

facing arrow, as shown below.

By choosing to hide the side bar, it will always remain minimized each time you login to. In order to

maximum the side bar after it has been minimized, simply click the right-facing arrow.

To minimize any of the six core gadgets, click the down arrow located on the right hand corner of the

gadget‟s title bar and click Minimize.

To restore the gadget, click the down arrow on the right hand side of the header and click Restore.


Please note that if all gadgets are moved to either of the zones, and none are available on the side bar,

the following message will appear:

This message will remain constant until gadgets are added to the side bar.

Drag & Drop SEKO Gadgets

Your SEKO Gadgets can be moved by a drag of your mouse! Simply drag a gadget by its title bar and

drop it where you want it. A blue bar indicates where the gadget will drop once you release the mouse

button. Please note these settings are automatically applied.

Reset Default Layout


Clicking the button will restore the default gadgets and entire layout to its

original settings.

Available SEKO Gadgets

This section provides an overview of each gadget currently offered in mySEKO.

Shipment Defaults

Modify your North American, Tradeshow and International shipment defaults with ease! This gadget is set

by default and is located on the right zone on your home page. Refer to the Drag & Drop SEKO Gadgets

section to learn how to change the location of this gadget.

North American / Tradeshow

To change the shipment defaults for domestic shipments, select North American from the drop down

menu.

Next, select the service level that is most frequently used when booking your shipments.


Proceed to enter Ready and Close Times or default shipment description. Once all your defaults are

entered, click the button to finalize your changes. You do have the ability to default a number of

other shipment and calendar information. Refer to Change My Shipment Defaults to learn about these

other available defaults.

International

To change the shipment defaults for international shipments, choose Global from the drop down.

Choose to default a service level.


Proceed to enter the default shipment description.

Once all your defaults are entered, click the button to finalize your changes.

You have the ability to default a number of other shipment and calendar information. Refer to Change My

Shipment Defaults to learn about these other available defaults.

Forms

The Forms gadget provides quick access to the most commonly used documents! Click any of the

available hyperlinks and the form will automatically open.

Shipment History


Need to quickly refer to a shipment? The Shipment History gadget displays your most recent shipments

from the past 7 days. This gadget is set by default and is located on the left zone on your home page.

Refer to the Drag & Drop SEKO Gadgets to change the placement.

This gadget displays the shipment tracking number (HAWB), current Status, HAWB Date and shipment

Due Date as well as providing you the ability to retrieve the BOL, view, create, reply to or close an issue,

create a return shipment or clone the shipment.

Tip! The Shipment History gadget displays both international and

domestic shipments. Domestic shipments are indicated by a flag

icon and international shipments are indicated by a globe icon.

Clicking anywhere on the row of a shipment opens the shipment tracking page. Refer to Shipment

Tracking for full details.

The first column on the grid is where you have the ability to retrieve the Bill of Lading (BOL), view, create,

reply to or close an issue, create a return shipment or clone the shipment.

If an issue already exists for a particular shipment, the triangle icon will appear in orange which

alerts you that an issue is present. Clicking the icon will direct you to the Issue Management page where

you can view, reply to or close the issue. If there are no issues on the shipment, the triangle icon will

appear in gray color. Click the icon to add a new issue. Doing so will direct you to the Add Issue

page where the HAWB number will be automatically populated. Refer to Issue Management to learn how

to add a new issue.

Create a return or clone the shipment by clicking the icon. Refer to Return or Clone Shipment to

learn how to create a return shipment or clone a shipment in mySEKO.


Retrieve the shipment Bill of Lading (BOL) by clicking the icon. Selecting this icon will display a new

window with the BOL in PDF format.

Selecting the plus symbol link will display the View Last option which allows you to widen or lessen the

the number of shipments displayed in the gadget view.

You can elect to view the last 5, 10 or 15 shipments by selecting from the drop down menu.

Once selected, click the button to save the change or click to stop the

action.

If all changes are successful, a confirmation message will appear.


Last 5 Tracking Queries

Need to refer to a recently tracked shipment, and fast? The Last 5 Tracking Queries gadget saves your

most recently tracked history, saving you time!

Note! If you do not have any saved tracking queries, a message stating

so will appear in the gadget. Selecting the Click here for shipment

tracking link will direct you to the shipment tracking page where you can


start a new search. Please refer to Tracking & Tracing to learn more

about the tracking page.

If you have previously saved tracking queries, they will appear on the grid as shown below.

The second column, titled Type, shows the type of shipment the search was conducted (All=All

Shipments, DOM=North American (Domestic), and EDI=Global (International). The screenshot below is

from the Shipment Tracking page.

The third column displays the date and time the query was made.

The fourth and final column shows the query description which is an optional field on the shipment

tracking page. When a description is added, it will appear on the grid in this gadget.

Tip! Although the description field is not a required field, SEKO

recommends entering a description for all your saved tracking queries for

easier reference.

To remove a specific tracking query from the gadget, select the delete icon.

North American Zip Code Look Up

Need to associate a zip code with an Airport, Location or Zone? Then this is a great tool to use!


Enter the zip code you want to search and select the button.

The results will display the Zip Code, Zip Location, Airport, Airport Location, and Zone.

Document Upload

Attach a document to any domestic or international shipment using the Document Upload gadget.

To upload a document, enter the shipment tracking number (HAWB). Once this has been entered, select

the button.

If the system does not find a matching shipment number, the below message will appear:


If a shipment number is found, the gadget will refresh with all matching results, as shown below.

To upload a document, select the button and choose the file.

It will then be populated and the link will display in the Document field. Enter an (optional) Description and

then click directly on the hyperlink. Please note the description will appear in the gadget so

it is recommended, although it is not required.

Once the document has been uploaded, you will receive a confirmation message.


Refer to Shipment Tracking to learn how to view your uploaded documents!

Note! The document upload feature accepts .txt, .xls, .xls, .doc, .doc,

.pdf, .gif, .tif, and .jpg file extensions only, up to 1Mb in size. Please note


that some browsers do not support .xlsx or .docx file types. If you

experience difficulties opening a document, it is most likely caused by

your web browser. In this case, please save the document in a .doc or

.xls file and repeat the steps.

Shipment Tracker

The Shipment Tracker gadget provides you the ability to track a single shipment by specific search

criteria. This gadget is set by default and is located on the left zone on your home page. Refer to Drag

and Drop SEKO Gadgets to change the placement.

Select which criteria to base your search on by choosing from the drop down menu. Your options include

AWB / (Shipment) Tracking Number, Shipper Reference, Consignee Reference, PO Number, Serial

Number, Ocean Container #, Agent HAWB #, or Consignee Phone.

Enter the appropriate data in the blank entry field.

Narrow your search by domestic (North American) or international (Global) shipments by selecting the

appropriate button. To search by both shipment types, select All Shipments (set by default).

Once the data has been entered, click the button.


If no matching results are found, you will receive a message advising you that the search resulting in zero

(0) matches. Please check your query and try again.

If the search criteria entered is valid, all possible results will appear in the gadget.

Selecting the link directs you to the View My Shipments page where you can view

additional shipment details, view or create an issue, or retrieve the BOL. Refer to View My Shipments to

learn more about your capabilities on this page.

In order to retrieve complete tracking information, simply drag your mouse over the box of the shipment

you want to view. When you see the hand cursor, left click from your mouse in order to access the

Shipment Tracking page. Refer to the Shipment Tracking section for further details.

Access Issue Management or add a new issue directly from the gadget. To add a new issue, select the

gray triangle icon. To view, reply to or close an existing issue, select the orange triangle icon.

Refer to Issue Management for a more detailed explanation.


You are also able to access the Bill of Lading (BOL) by clicking the appropriate icon. When selected,

the BOL will display in a PDF file format.

Create a return shipment or clone the shipment by selecting the arrow icon. Refer to Clone or

Return Shipments for additional details.

My Shipment Calendar

View shipments that are out for delivery, scheduled for pick up or keep track of your upcoming milestones

with My Shipment Calendar. This gadget is set by default and is located on the side bar. Refer to Drag

and Drop SEKO Gadgets to change the placement.

The current month will always be displayed, unless otherwise changed. To change the month view, click

on either the left or right facing arrows to navigate to past or future months.

Select whenever you need to update the current data. This gadget is not updated in real-time,

and therefore, we recommend that you select whenever new shipments are created, when

milestones are edited or added, or when the shipment status has changed.

Clicking on any date in the gadget directs you to the main Shipment Calendar where you can view

additional shipment details, add, edit or view milestones, and access complete tracking information. Refer

to Shipment Calendar for further details.


Quick Links

Gain quick access to SEKO‟s most frequently visited links or add your own! This gadget is set by default

and is located on the side bar. Refer to Drag and Drop SEKO Gadgets to change the placement.

To access a quick link, simply click on the hyperlink to be directed to that particular page. To add

additional links to the gadget, select

You will be prompted to enter a Display Name, which is the name of the new link, as well as enter the

website URL.

Once the information has been added, click the button. The new URL link will appear in the

list, as shown below. To stop adding the new link, click the button.

Once the link has been added, it will then display at the bottom of the gadget.

If you choose to delete the URL link, simply click the minus icon.

Note! Any link that is set by default cannot be deleted.


My Picture

Personalize mySEKO! Add a personal picture or your company logo to your mySEKO home page!

From the gadget, select and locate the picture, image, or logo you want to add. Once

chosen, click the button.

Once this has been selected, the gadget will update with your selected picture, image or logo.

Note! My Picture gadget accepts BMP, JPG, GIF, PNG file formats.

My Company Info

This gadget provides users with contact information for the appropriate SEKO Worldwide station

and representative and is broken down based on shipment type. To view the information, select

the appropriate type from the drop down menu.

The contact name, address (including city & state), phone number and contact email address will

be displayed, as shown below.


Select a different type from the drop down menu to change the information.

My Shipment Defaults

Establish your shipment defaults for your North American/Tradeshow, International, and Inventory

Controlled shipments. From the Settings tab on the menu bar, select Change My Shipment Defaults from

the drop down.

North American/Tradeshow

To set shipment defaults for your Domestic shipments, including Tradeshow, select North American from

the drop down list provided (please note when you initially enter the Change My Shipment Defaults page,

you will be directed to this automatically).

Ship Date / Time


When booking domestic shipments in mySEKO, the ship dates and time section will be placed at the top

of the shipment entry form. If you prefer, you can choose to move it to the bottom of the form by changing

the placement using the drop down menu.

My Shipment View

By default, when accessing View My Shipments, you are directed to automatically view your live,

activated shipments. You can change this default by changing the view to your saved / un-submitted

shipments or your managed inventory shipments (if applicable). Simply select your preferred default view

by choosing from the drop down menu provided.

Hide Dates/Contacts/Instructions

When booking tradeshow shipments, you can choose to minimize the Tradeshow Dates, Contacts and

Instructions section by marking the Hide Dates/Contacts/Instructions checkbox.

Default Coordinator

When booking tradeshow shipments, you can choose to default your coordinator information instead of

having to type the information for each shipment. Select the Default Coordinator Information checkbox

and each time you book a tradeshow shipment, your user information will be automatically filled in the

fields which include your name (first, last), phone number, and email address.

Show Finish

The Show Finish checkbox is selected by default. When checked, it displays finish terms after booking

shipments. If you choose not to view the finish terms, unmark the checkbox.

Minimize Billing Value, Contact Information, Pricing/Accessorial Services


For both standard domestic and tradeshow shipments, you can choose to minimize certain fields based

on your individual preference. Choose to minimize the billing section, contact information or pricing and

accessorial service options by selecting the appropriate checkbox next to each category.

New Shipper and Consignee

If you prefer not to have to select the or buttons when adding

new shippers or consignees to a standard domestic or tradeshow shipment, select the New Shipper

Enabled or New Consignee Enabled checkboxes.

Request Delivery Date

If you prefer to always show the requested delivery date, versus estimated delivery, you can select the

Request Delivery Date checkbox to set this as your default.

Part Entry

Specify how you want to enter parts for your domestic and tradeshow shipments by checking the

appropriate button from My Shipment Defaults. Choose from Classic, Checklist / By Picture, or Free Type

Grid entries. An example of each option is provided below for your reference.

Classic Part Entry:

Checklist / By Picture:

Please note that this option is only available if you have entered custom pieces in mySEKO. Refer to

Custom Pieces to learn how to add these to your account!

Free Type Grid:


Service Level

If you have a commonly used service level, you can choose to default by selecting the appropriate

selection from the drop down list.

Return Service Level

Similar to setting a Service Level default for your regular domestic or tradeshow shipments, you can also

default your returned shipments as well! Select the appropriate option from the drop down menu

provided.

Ready Time, Close Time, Delivery Instructions, Description


Set your most frequently used Ready Closed Times, add commonly used Delivery Instructions or add a

default shipment Description to include on all your domestic and tradeshow shipments.

Email Notification Message

When notifying other individuals a shipment has been created in mySEKO enter a default Email

Notification Message to your recipients.

Declared Value / Insurance / Amount

Set a default for your shipments Declared Value or Insurance and Insurance Amount.

Shipper and Consignee References & Contacts

Enter defaults Shipper References and Contacts and Consignee References and Contacts when booking

shipments.

Shipper and Consignee

Using the address book provided, select a default Shipper and Consignee. Select the appropriate

(shipper) or (consignee) button from the address book.


Once selected, the default information will populate, as shown below.

The next time you are booking a shipment through mySEKO, the selected shipper and/or consignee will

appear in the shipment entry form. An example is shown below.

To remove the selected Shipper and/or Consignee, simply click the delete icon.

To change the selected Shipper or Consignee, repeat the steps above (you do not have to delete the

existing defaults).

Once you have completed updating your North American and Tradeshow shipment defaults, select the

button.

If the system has accepted the changes, you will receive a confirmation message:



Your settings have been applied! You can now book North American and Tradeshow shipments using

your default settings.

International

To set shipment defaults for your International shipments, select North Global from the drop down list

provided.

Ship Date / Time

When booking domestic shipments in mySEKO, the ship dates and time section will be placed at the top

of the shipment form. If you prefer, you can move it to the bottom of the form by the Service Level /

Delivery Date section by changing the placement using the drop down menu.

My Shipment View

By default, when accessing View My Shipments, you are directed to automatically view your live /

submitted shipments. You can change this default by changing the view to your saved / un-submitted

shipments or your managed inventory shipments (if applicable). Simply select what your default view will

be by selecting from the drop down menu provided.

Show Finish

The Show Finish checkbox is selected by default. When checked, it displays finish terms after booking

shipments. If you choose not to view the finish terms, unmark the checkbox.

Service Level

Select your most commonly used Service Level from the drop down menu provided.


Delivery Instructions, Description

Add specific Delivery Instructions or shipment Description to include on all your International shipments

without having to enter them for each shipment.


When notifying other individuals a shipment has been created, enter a default Email Notification Message

to your recipients.

Default Amount

Set the shipments Declared Value / Insurance Amount for default by entering the amount in the field

provided.

Once you have completed updating your International shipment defaults, select the

button.

If the system has accepted the changes, you will receive a confirmation message:


Your settings have been applied! You can now book International shipments using your defaults.


Inventory Management / Instance

If your account is set to book inventory controlled shipments, you can set your shipment defaults. Select

Inventory Management from the drop down list provided.

Ship Date / Time

Ship dates and times are automatically placed at the top of the shipment entry forms. If you choose to

change the placement, choose Bottom from the Display Ship Date / Time Section drop down menu.

Instance Demo Page Format

The tabbed view is automatically set by default when scheduling an Instance/Demo in mySEKO.

Change to a single entry page by selecting Form View from the drop down provided.

Show Finish


The Show Finish checkbox is selected automatically. When checked, it will display finish terms after

booking shipments. If you do choose not to view finish terms, select the checkbox to unmark it.

Service Level

Set up your most commonly used Service Level from the drop down list provided.


When notifying other individuals a shipment has been created in mySEKO, enter a default Email

Notification Message to your recipients.

Declared Value / Insurance / Amount

Set a default for your shipments Declared Value or Insurance and Insurance Amount.

Ready Time, Close Time, Delivery Instructions, Description

Set your most frequently used Ready Closed Times, add commonly used Delivery Instructions or add a

default shipment Description to include on all your domestic and tradeshow shipments.


Shipper and Consignee References & Contacts

Enter defaults Shipper References and Contacts and Consignee References and Contacts when booking

shipments.

Shipper and Consignee

Using the address book provided, select a default Shipper and Consignee. Select the appropriate

(shipper) or (consignee) button from the address book.

Once selected, the default information will populate, as shown below.

The next time you are booking a shipment through mySEKO, the selected shipper and/or consignee will

appear in the shipment entry form. An example is shown below.


To remove the selected Shipper and/or Consignee, simply click the delete icon.

To change the selected Shipper or Consignee, repeat the steps above (you do not have to delete the

existing defaults).

Once you have completed updating your Inventory Management shipment default settings, select the

button.

If the system has accepted the changes, you will receive a confirmation message.


Your settings have been applied! You can now book Inventory Management shipments using your

defaults settings.

Notification E-mail Addresses

You can enter up to 10 (ten) email addresses that will be sent a notification when a new shipment has

been booked. Select Notification Email Address from the Settings drop down menu.

Enter email addresses by following these steps:

Enter the email address for the intended recipient(s).


Select if the recipients will receive the notification emails in TEXT or HTML format.

Recipients can receive a copy of the Bill of Lading (BOL) by selecting the checkbox.

Once the email addresses have been entered and selections are made, click the

button to save the changes.

If you choose to remove the details entered, select the button.

If you updated the emails and the save was successful, you will receive a confirmation message.


Custom Pieces

You can save frequently used pieces, with images, for quick access when booking shipments, known as

Custom Pieces.

Add, Edit or Delete custom pieces by selecting Custom Pieces from the Settings drop down on the top

menu bar.

Please note if there are no existing custom pieces, you will receive the following message:

Adding a New Custom Piece


To add a new custom piece, click the button. You will be directed to the piece entry form,

as shown below.

Add an (optional) image to the custom piece by selecting {Browse…} and locate the file from your

computer. Supported file types include .bmp, .gif, .jpg and .png, maximum size 500K/400x400 pixels.

Add a Name (required), Dimensions (required), Weight (required), Schedule B number (optional) and

Description (optional).

Note: in order for the custom piece to save, all *required values must be entered.

Once you have completed entering the information, click Update to save the custom piece or select

Cancel to quit without saving.

Deleting or Editing an existing Custom Piece

Click Delete to permanently remove the Custom Piece.

Click Edit to make changes to an existing Custom Piece.

While in edit mode, replace an Image by clicking {Browse…} and locating the file from your computer.

Supported file types include .bmp, .gif, .jpg and .png, maximum size 500K/400x400 pixels.

Make any necessary updates to the Name (required), Dimensions (required), Weight (required), Schedule

B number, if applicable (optional) or Description (optional).

Note: in order for the custom piece to save, all *required values must be entered.

Click Update to save changes or Cancel to disregard the changes.


Change My Labels

Personalize your North American shipments labels. From the Settings drop down on the top menu bar,

select Change My Labels.

Enter the custom labels in the fields provided. You can customize Shipper or Consignee References, PO

Number and Serial Number.

Once your custom labels are entered, click to finalize changes.

If the changes were successful, a confirmation message will appear:


Your Custom Labels will appear in multiple areas throughout mySEKO including when booking

shipment(s), accessing your shipments grid, or when viewing the shipment tracking options.

Booking Shipments in mySEKO

Please note that your option to book shipments in mySEKO is based on the associated account types

established in your user profile. If you do not see the corresponding link for an option you believe you

should have, please contact your local SEKO station or representative. You can contact them by phone

or email but if these are not available, you can use the Contact Us / Feedback tool provided in mySEKO.

North American Shipment


You can book a North American shipment by either accessing the Quick Links gadget or by going under

the Shipments option from the top menu bar and selecting Book North American Shipment.

In the original settings, the shipment entry form will appear as described below. You can personalize how

your entry form appears by changing your shipment default settings. Refer to the Change My Shipment

Defaults to learn how!

Customer Account(s)

Whichever customer was established as your default account when your user was created will be the

account that appears in the Customer Account field. If this is the correct customer for the shipment,

continue booking the shipment.

If you have multiple accounts in your profile and need to change the account, select from the drop down

list provided.

Whichever account is selected, the system will recognize the Billing Party and Address Book information

and will automatically populate it for your convenience.

Ship Date

The ship date will automatically default to “Today‟s” date, or the date the shipment is created. This can be

changed to a future date by clicking the calendar icon adjacent to the Ship Date field.

Ready & Close Times

Enter the shipment‟s Ready Time & Close Time in either the 0000 or 00:00 formats.

Origin & Destination

On the upper right hand corner of the entry form, ORIGIN and DEST information will appear blank

initially. These fields will update with the proper airport code once the Shipper and Consignee

information has been entered for the shipment.

This information is also displayed after the shipment has been activated in the summary page.

Billing Party


The billing party will automatically be updated based on the Customer Account selected. If the account

should change when entering the shipment, the Billing Party information will change automatically. The

address is based on the account‟s profile in the SEKO transportation system. If this is incorrect for this

account, please contact your local SEKO station or representative.

Billing Terms – COD – Insurance

Enter the Billing Terms, COD information, if applicable, and the Insurance Type and Amount.

Select the appropriate Billing Term from the available options: Credit Prepaid (set by default), Cash

Prepaid, Credit Collect, FCCOD or Third Party.

No COD Required is set by default, however, if COD is required on a shipment, select the appropriate

method of payment.


No Insurance Requested is set by default. However, if insurance is required, choose between Declared

Value and Full-Value and enter the amount in the field provided.

Entering Shipper and Consignee

There are two methods available when selecting your shipment‟s Shipper and Consignee. The options

available will be explained in this section.

The first option is by using the Address Book.

From the entry form, click the link to open. All saved Shippers and

Consignees will be displayed alphabetically. Once you create a shipper or consignee record in mySEKO,

the address will be stored in your Address Book, eliminating the need to re-enter address information

each time you create a Bill of Lading.

To populate an address to the Shipper or Consignee fields, click for the shipper and for the

consignee.

Auto-Complete

The second way to enter a Shipper or Consignee in the system is to simply click on the Shipper or

Consignee Name field and start typing the first few characters of the Shipper or Consignee name. The

system will search your address book and return any address matches it finds. Highlight the name of the

Shipper/Consignee name from the list and the rest of the address will populate.

If the system does not find any address matches, you will receive a message stating „No Records Found‟.

At that point you can create a New Shipper or Consignee.


New Shipper or Consignee

If you are entering the shipment and it is a new shipper or consignee, click the button

or use the ALT+S shortcut. For consignees, select the button or use the ALT+C

shortcut to enter the information. In order to finalize the shipment, all Shipper and Consignee information

must be provided.

TIP! If the shipper or consignee are incorrectly selected or entered, simply click

[New Shipper] or [New Consignee] to clear the information from the forms and try

entering again.

Once new Shipper and Consignee have been entered, click on the button and

button.

You will receive an error indicating if you have any missing shipper or consignee information. In

the below example, the Address, City, State, and Postal code were not entered.

Selecting will exit you out of the message and will direct you back to the entry page

where the blank entry fields now appears red.


If you have a default Shipper/ Consignee Reference Number and Contact name, it can be entered to

automatically populate by entering that information in the Change My Shipment Defaults. Refer to

Shipments Defaults, to learn how to default this information.

To enter new Contact Information for the Shipper or Consignee, select the button to fill in

the information. Once the information is entered, click to save your changes.

Pieces Detail Entry (ALT+P shortcut)

There are three ways to enter piece details in a shipment. Refer to Shipment Defaults on how to set your

default pieces entry type.

Classic Part Entry

For single piece shipments, this is an ideal way to enter piece details. Enter the number of Pieces,

Weight, Dimensions, Description and Serial Number (optional). You can also select from your Custom

Pieces in the drop down provided.

Click to save the pieces to the shipment.


Checklist / By Picture

This entry allows users to select pieces from their current list or from Custom Pieces. Click the checkbox

next to the image in the first table column. If changes to the number of Pieces or Serial# are needed,

enter in the new information.

Once all this is entered, click button.

Free Type Grid

Have multiple pieces detail on a single shipment? Then this is the ideal entry for you! Use your keyboard

tab key to go through the grid while entering number of Pieces, Weight, Dimensions, Description, and

Serial Number (description and serial number entry are optional fields).

Once this is completed, click [Add Pieces Here].

Shipment Detail

When a piece or pieces have been added to the shipment, they will be visible in the Current Shipment

Detail section. To delete a piece from the shipment, simply select the checkbox next to that particular

piece you want deleted, and select the button.

If you, for example, have 10 pieces on your shipment on 1 pallet, you can change Ship as Pieces count to

reflect the number shipped and the total number of pieces in the shipment.


Please note if you used the Checklist / By Picture option for entering the pieces details, and change the

quantities, the details will show one row for all the pieces. Please refer to the first line item, shown in the

above snapshot.

Hazardous Goods Declaration

By system default, the “Shipment contains no dangerous goods” tick box will always be checked on the

Hazardous Goods Declaration. If the shipment does contain dangerous goods, simply click on the tick

box to change it.

Service Level / Delivery Date

Select your shipment Service Level.

Once the service level is selected, the Estimated Delivery Date and Estimated Delivery Time will

automatically populate in the fields.

To change the shipment to a user requested delivery date and time, simply click on the hyperlink titled

Request your delivery date and time by clicking here, as shown below:

Note: by requesting your delivery date, SEKO Worldwide reserves the right to

adjust your service level upon processing to reflect the proper service specified

by your tariff. Residential shipment deliveries are subject to the agreement of an


appointment date and time with the consignee. For more informaton, see the

SEKO Worldwide Terms & Condition.

Then change the Requested Delivery Date and Time. (Note: these changes will not appear automatically,

but will be shown on the final page once the shipment has been activated).

To change it back to the estimated delivery date and time, simply click on the hyperlink:

Instructions (ALT+I shortcut)

Special Pick Up & Delivery Instructions

Pickup and delivery instructions can be either be entered manually or set by default in the Change My

Shipment Defaults option, found on the menu bar. Please note these fields are not required to finalize the

shipment.

Shipment Description

The shipment description is automatically pulled from the first piece entered in the Pieces Detail section.

If you prefer, descriptions can also be set by default, go to Change My Shipment Defaults to update.

Pricing/Accessorial Services

Additional accessorial services can be added by selecting the checkbox next to the specified service.


Click the hyperlink or select the checkbox for

pricing to be calculated automatically after changes are made.

Finish: Save or Activate Your Shipment

Once you have finished entering the shipment details, you can then proceed to save, additional shipment

options (or retrieve the Bill of Lading), or submit the shipment to SEKO Worldwide.

To save the shipment without submitting it to SEKO Worldwide, click the {Save for later} button or use the

ALT-S shortcut. If this option is selected, you will be directed to your My Shipments page to view the

Saved/Un-Submitted Shipments grid. Refer to View My Shipments for further explanation of viewing

your shipments.


You can proceed with additional shipment options before finalizing the shipment. Select the {Save for

later / Options} button or use the ALT+O shortcut. By selecting {Save for later / Options} button, you will

be directed to a new page.

Select Get the Bill of Lading for this shipment link to open the BOL in PDF format, select Book Another

North American Shipment to create a new domestic shipment, select Return to my home page to direct

you to your home page, or select Shipment Tracking to go to the tracking page.

Clone or Return Shipments

From the option page, you can create another shipment by cloning or create a return shipment.

Clone

Select Clone this shipment from the drop down menu provided.

Enter the Ship Date (MM/DD/YEAR format) or click the icon to select the date from the calendar.

Enter the Delivery date (MM/DD/YEAR format) or click the icon to select the date from the calendar.


Enter Ready Time, Close Time, and Delivery Time.

Once the data has been entered, select the {Finish>>} button.

You will then be directed to your My Shipments page. Both the original shipment and the cloned shipment

will be saved in your Saved/Un-Submitted shipments until they have been activated. Refer to View My

Shipments for further explanation of viewing your shipments and finalizing saved shipments.

To create a return from the originally entered shipment, select Return this shipment from the drop down

menu provided.

Enter the Ship Date (MM/DD/YEAR format) or click the icon to select the date from the calendar.

Enter the Delivery date (MM/DD/YEAR format) or click the icon to select the date from the calendar.

Enter Ready Time, Close Time, and Delivery Time.

Once the data has been entered, select the button.

You will then be directed to your My Shipments page. Both the original shipment and the cloned shipment

will be saved in your Saved/Un-Submitted shipments until they have been activated. Refer to View My

Shipments for further explanation of viewing your shipments and finalizing saved shipments.

Select the button or use the ALT+A shortcut to submit the shipment to SEKO

Worldwide.


You will be taken to a shipment summary screen, as shown below. You can enter your requested

shipment number or use the assigned HAWB. This page will provide an overview of the shipment. If you

see any errors or changes required, select the button to edit the shipment.

If the shipment details are correct, you can either finalize the shipment by selecting

or click to add additional options to your shipment

including up to 5 additional email addresses to send a shipment creation notification, upload documents

to your shipment or provides the ability to create a clone shipment or a return shipment, which will all be

explained below.


Send Notification Emails

Want others to be notified the shipment was created? Enter up to 10 email addresses to notify those

individuals.

Enter the email address in the field provided.

Next select if you want them to receive the email in TEXT or HTML format.

Finally, if you want to send a copy of the Bill of Lading (BOL) along with the notification email, select the

Attach Bill of Lading checkbox.

Include an (optional) message to include in the email to these intended recipients.

If you want to make this message your default for all shipments, enter the checkbox provided.

Upload Documents

Any documents uploaded will be attached to the shipment tracking screen. These uploaded documents

can be found in the RED HAWB tracking information page, which will be explained in detail later in this

manual.

To upload a document, select and locate the file you want to attach.

Enter a brief Description of the document so you can reference it later.

Once entered, select the button. If successful, a message will appear

confirming the document was successfully uploaded.



Status Notification

This feature allows email recipients to be notified on specified status throughout the shipment duration,

from the time the shipment has been booked until it has been delivered. When this page first appears, the

Status Notification section will appear as the following:

In order to add email addresses, click on the checkbox next to Notify me of status changes for this

shipment? Once this checkbox has been selected, the entry field will display:

Enter the email address in the space provided and select the checkbox next to the notification(s) that you

want that individual sent. Select All Status for that recipient to receive all shipment status.

To remove this email recipient, select link.

Continue adding additional email addresses by selecting and repeat

the steps above.


Once all email addresses have been entered, click to

save your changes.

After you submitted the shipment, the recipient(s) will receive an email in the below format:

This will be the same format for all status updates.

Clone Shipment

From the drop down menu, select Clone this shipment.

Enter the Ship Date and Delivery Date by freehand typing or by using the calendar by selecting the

icon.

Enter the cloned shipment‟s Ready Time, Close Time and Delivery Time in the format HH:MM.


Once the booked shipment is finalized, the Cloned shipment will be placed in your Saved / Un-submitted

Shipments. You can access this shipment by going to Shipments on the menu bar and selecting View My

Shipments. Refer to View My Shipments for more detailed explanation.

Return Shipment

From the drop down menu, select Return this shipment.


icon.


Once the booked shipment is finalized, the Return shipment will be placed in your Saved / Un-submitted



Once all changes or additions are made, click to finalize the shipment.


Your local SEKO station will have been sent a notification that the shipment was created.

Once the final page appears, you will have immediate access to several link options, including direct

ability to print shipping labels, retrieve Bill of Lading (BOL), book another North American shipment, return

to your home page or go immediately to your Shipment Tracking page.

The final page also provides a direct link to edit the saved cloned shipment. If you choose to edit and/or

activate that shipment, select the Click here to edit this shipment link.

Please note that the Service Level does not copy to the cloned shipment, this field must be entered prior

to finalizing the Cloned shipment.

If a Return shipment has been scheduled, the final page provides a direct link to edit your saved return

shipments. If you chose to edit and/or activate that shipment, select the Click here to edit this shipment

link.

Tradeshow Shipment

Book a Tradeshow shipment by either accessing the Quick Links gadget or by going under the Shipments

option from the top menu bar and selecting Book a Tradeshow Shipment.

In the original settings, the shipment entry form will appear as described below. You can personalize how

your entry form appears by changing your shipment default settings. Refer to the Change My Shipment

Defaults to learn how! If you change your settings for Tradeshow form, your North American entry form

will also be changed. There are a few defaults not available on the standard form, however, that is

available on the Tradeshow form. Further information will be provided as we proceed.

Customer Account(s)


Whichever customer was established as your default (main) account when your user was created, will be

the account that appears in the Customer Account field. If this is the correct customer for the shipment,

continue booking the shipment.

If you have multiple accounts in your profile and need to change the account, select from the drop down

list provided.

Whichever account is selected, the system will recognize the Billing Party and Address Book information

and will automatically populate it for your convenience.

Ship Date

The ship date will automatically default to “Today‟s” date, or the date the shipment is created. This can be

changed to a future date by clicking the icon adjacent to the Ship Date field.

Ready & Close Times

Enter the shipment‟s Ready Time & Close Time in either the 0000 or 00:00 formats.

Origin & Destination

On the upper right hand corner of the entry form, ORIGIN and DEST will appear blank initially.

These fields will automatically update once the Shipper and Consignees are entered and will also

appear in the shipment summary section once the shipment has been activated.

The proper airport code will be displayed in both these areas, as shown below.

Billing Party


The billing party will automatically be updated based on the Customer Account selected. If the account

should change when entering the shipment, the Billing Party information will change automatically. The

address is based on the account‟s profile in the SEKO transportation system. If this is incorrect for this

account, please contact your local SEKO station.

Billing – COD – Value

Enter the Billing Terms, COD information, if applicable, and the Insurance Type and Amount.

Billing Terms - Select from the following menu options: Credit Prepaid (Default)/ Cash Prepaid / Credit

Collect / FCCOD / Third Party

COD - Select from the following menu options: No COD Required (Default), Cash, Company Check, or

Cashier‟s Check


Insurance - Select from the following menu options: No Insurance Requested (Default), Declared Value,

or Full Value. If Declared or Full-Value Insurance is selected, enter the amount in the field provided.

Entering Shipper and Consignee

There are a several methods when selecting your shipment‟s Shipper and Consignee.

The first option is by using the Address Book.

From the entry form, click the link. All saved Shippers and Consignees will be

displayed alphabetically. In order for a Shipper or Consignee to be saved in the Address Book, they must

have been used in a previously activated shipment. With this feature, each time you book a shipment, the

address when each booking all yours shipment, for the most part, is not necessary.

To populate an address to the Shipper or Consignee fields, click for the shipper and for the

consignee.

Auto-Complete

mySEKO v3 also features an auto-complete entry function. If you had used a Shipper or Consignee in a

previously activated shipment, the information will be recognized when booking your next shipment.

Simply click in the proper field (Name, Address, City, State, Postal, Contact, Phone, or Reference) and

start typing in the first few characters. Based on the characters entered, all possible matches will appear.

Below are a couple examples:

Address:


City:

Select the correct information from the drop down and the field will then be auto completed. Please note

only one (1) character is required before the system starts recognizing the existing shipper or consignee.

New Shipper or Consignee

If you are entering the shipment and it is a new shipper or consignee, click the button

or use the ALT+S shortcut. For consignees, select the button or use the ALT+C

shortcut to enter the information. In order to finalize the shipment, all Shipper and Consignee information

must be provided.

TIP! If the shipper or consignee are incorrectly selected or entered, simply click

[New Shipper] or [New Consignee] to clear the information from the forms and try

entering again.

Once a new Shipper and Consignee have been entered, click and

.

You will receive an error indicating if you have any missing shipper or consignee information. In

the below example, the Address, City, State, and Postal code were not entered.


Selecting exits you out of the message and will direct you back to the entry page

where the blank entry fields are now highlighted in red.

If you have a default Shipper/ Consignee Reference Number and Contact name, it can be entered to

automatically populate by entering that information in the Change My Shipment Defaults. Refer to the

Shipments Defaults section to learn how to default this information.

To enter new Contact Information for the Shipper or Consignee, select the button to fill in

the information. Once the information is entered, click to save your changes.

Shipper and Consignee Tradeshow Information

For Tradeshow shipments, the following section provides entry fields to include a variety of information for

the event.


Tradeshow Dates/Contacts/Instructions (Shipper and Consignee)

Pieces Detail Entry (ALT+P shortcut)

There are three ways to enter piece details in a shipment. Refer to the Shipment Defaults section on

how to set your default pieces entry type.

Classic Part Entry

For single piece shipments, this is an ideal way to enter piece details. Enter the number of Pieces,

Weight, Dimensions, Description and Serial Number (optional). You can also select from your Custom

Pieces in the drop down provided.

Click to save the pieces to the shipment.


Checklist / By Picture

This entry allows users to select pieces from their current list or from Custom Pieces. Click the checkbox

next to the image in the first table column. If changes to the number of Pieces or Serial# are needed,

enter in the new information.

Once all this is entered, click button.

Free Type Grid

Have multiple pieces detail on a single shipment? Then this is the ideal entry for you! Use your keyboard

tab key to go through the grid while entering number of Pieces, Weight, Dimensions, Description, and

Serial Number (description and serial number entry are optional fields).

Once this is completed, click [Add Pieces Here].

Shipment Detail

When a piece or pieces have been added to the shipment, they will be visible in the Current Shipment

Detail section. To delete a piece from the shipment, simply select the checkbox next to that particular

piece you want deleted, and select the button.

If you, for example, have 10 pieces on your shipment on 1 pallet, you can change Ship as Pieces count to

reflect the number shipped and the total number of pieces in the shipment.


Please note if you used the Checklist / By Picture option for entering the pieces details, and change the

quantities, the details will show one row for all the pieces. Please refer to the first line item, shown in the

above snapshot.

Hazardous Goods Declaration

By system default, the “Shipment contains no dangerous goods” tick box will always be checked on the

Hazardous Goods Declaration. If the shipment does contain dangerous goods, simply click on the tick

box to change it.

Service Level / Delivery Date

Select your shipment‟s Service Level from the drop down menu provided.

Once the service level is selected, the Estimated Delivery Date and Estimated Delivery Time will

automatically populate in the fields.

To change the shipment to a user requested delivery date and time, simply click on the hyperlink titled

Request your delivery date and time by clicking here, as shown below:


Note: by requesting your delivery date, SEKO Worldwide reserves the right to

adjust your service level upon processing to reflect the proper service specified

by your tariff. Residential shipment deliveries are subject to the agreement of an

appointment date and time with the consignee. For more informaton, see the

SEKO Worldwide Terms & Condition.

Change the Requested Delivery Date and Time. (Note: these changes will not appear automatically, but

will be shown on the final page once the shipment has been activated).

To change it back to the estimated delivery date and time, simply click on the hyperlink:

Pickup and Delivery Instructions (ALT+I shortcut)

Pickup and Delivery Instructions can be either manually entered or set by default in the Change My

Shipment Defaults option. Please note these fields are not required to finalize or activate the shipment.

Shipment Description

If a shipment has a single part entered, the description from that part will automatically be populated to

the Shipment Description field. If multiple pieces are added, the Shipment Description field will not auto-

populate so that a generic description of all pieces included on the shipment can be specified. Shipment

description is required to finalize or activate the shipment. If you prefer, descriptions can also be set by

default, go to Change My Shipment Defaults to update.


Pricing/Accessorial Services

Additional accessorial services can be added by selecting the checkbox next to the specified service.

Click the hyperlink to refresh pricing information. To automatically

refresh pricing when selections are made, click on the checkbox.

By selecting the button or using the ALT+L shortcut, your shipment will be saved and

you will be directed to your Saved / Un-submitted Shipments. Refer to View My Shipments to learn how

to delete, edit or activate the shipment from this page.

By selecting the button or using the ALT+O shortcut, you will be directed

to an options page. You will have immediate access to several links, including retrieve Bill of Lading

(BOL), book another North American or Tradeshow shipment, return to your home page or go

immediately to your Shipment Tracking page.

Clone Shipment


Select clone this shipment from the drop down menu provided.


icon.


Once the booked shipment is finalized, the cloned shipment will be placed in your Saved / Un-submitted



Return Shipment

Select return this shipment from the drop down menu provided.


icon.

Enter the Return shipment‟s Ready Time, Close Time and Delivery Time in the format HH:MM.


Once the booked shipment is finalized, the Return shipment will be placed in your Saved / Un-submitted



Once you are done on the options page, you can go back to the entry form by clicking the

button. This will return you to the My Shipments page.

To activate the shipment, select the button or use the ALT+A shortcut.

You will be taken to a shipment summary screen, as shown below.


Your shipment has been assigned a HAWB (House AirWay Bill or „Shipment‟ number). You also have the

option to enter your own shipment number in the field provided below the pre-assigned HAWB number.

Please Note: Since mySEKO does not allow duplicate shipment numbers in the system, if you are using

a number less than 9 digits, we recommend using an alpha prefix to ensure the shipment number is not

already in use. For example, if customer „Oxford‟ would like to use their sales order number for the

shipment number they can put a prefix in front of the number and use the following syntax: OXF4323432.

Using this naming convention will further ensure that the HAWB/tracking number is not already in use. If


the number has been used, you will receive a message stating so and will need to enter a different

number for the shipment.

In addition to the shipment number, this page will provide an overview of the shipment. If you see any

errors or changes required, select the button to edit the shipment.

If the shipment details are correct, you can either finalize the shipment by selecting

or click to add additional options to your shipment

including up to 5 additional email addresses to send a shipment creation notification, upload documents

to your shipment or create a clone shipment or a return shipment, which will all be explained below.

Create a Clone/Return Shipment

The final page provides a direct link to edit the saved cloned shipment. If you choose to edit and/or

activate that shipment, select the Click here to edit this shipment link.

Please note that the Service Level does not copy to the cloned shipment, this field must be entered prior

to finalizing the Cloned shipment.

If a Return shipment has been scheduled, the final page provides a direct link to edit your saved return

shipments. If you chose to edit and/or activate that shipment, select the Click here to edit this shipment

link.


Scheduling an Instance/Demo

From your menu bar under Shipments, select Schedule an Instance/Demo. You will be directed to the

tabbed entry page for Instance/Demo. Change to the form view by accessing Change My Shipment

Defaults, Inventory Management/Schedule an Instance.


Select your Equipment Delivery Date by either entering the date manually or by clicking the icon

adjacent to the field.

If this instance has a time specific delivery, mark the checkbox and then enter the earliest and latest

delivery window.

If you need to schedule an equipment pickup, please specify the dates, and times (if applicable) in the

fields provided. If there is no pick up required, unmark the

checkbox (this is marked by default).

Click to continue on to the Equipment tab.


Here you can specify the necessary equipment for the delivery. The auto-complete feature is available

when entering parts. From the Part number or Part Name fields, begin typing the first letter/number in the

field. All identified parts will appear in a drop down menu. Highlight the correct part using the down arrow

key on your keyboard or by your mouse point and click.

Note it is not necessary to enter both the Part Number and Part Name.

Enter the quantity for that part.

Select the button to view the available parts list. Mark the checkboxes you want to add.


After you have finished entering parts, select the button. This will bring you to the Location tab.


There are three required fields in the Locations tab. The first is the entry of the Instance/Demo as well as

the Location, or delivery location and the main contact at the demo site this can be determined by

selecting one of the three contact types.

The delivery location also has the auto-complete feature so begin typing the first few letters of the location

and then select from the list provided.

If the delivery location is not available in the list, click the button and type the new delivery

location.

Enter at least one contact person whether it be the site, demo or technician to ensure the equipment gets

delivered to the correct person.


After you have finished entering instance, location and contact information, select the button. This

will bring you to the Part Matching tab.

Confirm your parts by selecting from the list below. The items below are based on your entries in the

Equipment tab. You may choose REQUEST if you don't need specific serial numbers.

After you are done confirming your parts, select the button. This will bring you to the

Instructions/Options tab. If you need to return to the former tab, click on the button.


Mark the checkbox if the goods will be consumed.

Proceed to enter any special delivery, pickup or instance remarks in the fields provided.

Add an optional message to include in the shipment notification emails.

Once you have completed the entry, click on the button.

You will be directed to the finalize page.


Add up to 10 email notification addresses by typing in the recipients email addresses in the spaces

provided. You have an option to send it to them in HTML or TEXT format. Select one. If you want to

include a PDF file of the Bill of Lading, select the checkbox.


Once the information has been entered, select the button.

Inventory Controlled Pick Ticket

Select Book an Inventory Controlled Pick Ticket from the Shipments tab on the menu bar.

Enter the required information to book an inventory controlled Pick Ticket. This includes the Ship Date

which automatically defaults to „Today‟s‟ date or you can change that by clicking the Calendar icon.

Enter the Ready and Close times and the Customer Account from the drop down menu provided.


NOTE: Ready and Close times must be entered in the 08:00 format.

Billing – COD – Value

Billing terms will default to Credit Prepaid. If you need to change the terms, select an alternative from the

drop down provided. You can also enter any COD or Insurance Value.

Billing Terms - Select from the following menu options: Credit Prepaid (Default)/ Cash Prepaid / Credit

Collect / FCCOD / Third Party

COD - Select from the following menu options: No COD Required (Default), Cash, Company Check, or

Cashier‟s Check

Insurance - Select from the following menu options: No Insurance Requested (Default), Declared Value,

or Full Value

Shipper

Select a Shipper and consignee for the shipment.

Please note when booking an inventory controlled Pick Ticket(s), you will generally have one (1) or more

stocking locations.

To select the shipper, click the Address Book link to open.


Look for the shipper in alphabetical order. Search for your shipper/consignee alphabetically by clicking

on any of the letters.

Once the Shipper and Consignee are found, select {Ship} and {Cons.} respectively.

Repeat to select the Consignee, unless this is the first time shipping to this particular location, then you

would need to create a new consignee, simply click {New Consignee} and enter that information and

save.

For customers with over 800 available parts at a particular stocking location, an error message will

display.

You can still search by part master name or number.

Add parts to the pick ticket by searching by either the part master name or by part master number. Both

fields include the Auto-Complete feature. Start typing a part name or number and the drop down menu

will appear with the available parts, as shown below. Once you locate the part, highlight and click {Find

available parts}.


If selecting a serialized part, the system will automatically default to “1. Simply check the box next to the

serial number you need and click on Add Selected Parts by Clicking Here icon.

If the parts are NOT serialized, check the box and enter the quantity you need to ship. Then you will be

able to click on the Add Selected Parts by Clicking Here icon.

After selecting the parts, they will be dropped down to the bottom of the form. The total pieces, weight

and dim weight will update automatically for you.

If you need to delete the part from the shipments, select {DEL}.

Check the button if the shipment contains hazardous under the Hazardous Goods Declaration.

Next select the service level. The estimated delivery date will update based on the service level selected.

Enter any pick up/delivery instructions at this time.


Choose any Accessorial Services needed for the shipment. To select the service, simply check the

corresponding checkbox next to each required additional services.

Once all the data has been entered, you can now activate this pick ticket by clicking {Activate now}.

Your confirmation page will indicate that the pick ticket was submitted and the HAWB number will be

automatically generated. At this time you can choose to e-mail notifications to certain individuals. Just

enter in their e-mail addresses and click on the “send e-mails” button. Your shipment is now complete.

Book an International (Global) Shipment


Book an International shipment by either accessing the Quick Links gadget or by going under the

Shipments menu bar and selecting Book an International Shipment (Global).

Note: Required fields on the entry form are marked with an asterisk. (*)

Accounts

The linked account that was established as your main account when your user profile was created is

automatically selected as the account when creating a shipment in mySEKO. If this is the correct account,

continue onto the next step.

If you have multiple associated accounts, you can select the appropriate customer from the drop down

menu provided.

Please note that in order for an account to appear in the drop down, they need to be entered in your

profile with the ability to book shipments. Please contact your local SEKO station or representative if you

are unable to choose an associated account for which you wish to book a shipment.

Transport Mode

Select the appropriate transport mode from the drop down menu. Select from Air, Ocean or Road.

Container Type

Select the proper container type from the drop down menu. Please note that the available selection

options are based on the transport mode that was chosen in the previous step

Selecting AIR only makes available the option to select Loose as the container type.


Selecting OCEAN makes available these container type options. Please note that by default, Less

Container Load (LCL) is automatically selected.

Selecting ROAD makes available the below container type options. Please note that by default, Less

Container Load (LCL) is automatically selected.

ETD and ETA

Enter the ETD and ETA dates by either freehand typing the dates in the MM/DD/YEAR format or by

clicking the calendar icon tool to select the dates.

Service Level

Select the shipment‟s Service Level from the drop down menu provided.

Tip! Refer to Change My Shipment Defaults to learn how to default your service

level for all shipments.


INCO Terms

Choose the Inco Terms from the drop down menu provided.

If you need to see an explanation for any particular INCO term, first select which one you would like to

display from the drop down menu and then click the icon.

Doing so will open a PDF file which provides you with a definition.


Exit out of the PDF by clicking the located on the upper right hand corner.

Description/Insurance/Currency

Enter the shipment description and any applicable insurance amount ensuring the correct currency is

selected from the drop down provided.

Pickup

Select the Yes button if your shipment requires a pickup. If it does not, select No.

If Yes is selected, the Pickup Date must be entered either by freehand typing the month, date and year or

by using the Calendar icon. Next, enter the Ready and Close Times in either the 0600 or 06:00 formats.

Reference Numbers


If your shipment requires Shipper and/or Consignee Reference Number(s), enter them in the fields

provided. Use the ALT+R or tab key to get to the fields. Note there is a maximum of four (4) entry fields.

The auto-complete feature is available for entering Reference Numbers. If a reference number had been

used in a previously booked shipment, it will display in a drop down format, as shown below. Once you

have found the reference number, use the down arrow key on your keyboard and hit enter or use the

mouse to scroll and then click.

Shipper, Consignee and Notify Party

Enter the shipment‟s Shipper, Consignee, and Notify Party using any of these following methods:

1) Use the provided drop down menus. Once the location is selected, the fields will be automatically

populated with the information.

2) If the Shipper or Consignee is not available from the menu provided, select {New} or use the

shortcut ALT+S (Shipper) or ALT+C (Consignee) to add the new location(s).


Enter the Name, Address, Country, City and State (if applicable). Please note the Postal code is

not required.

3) The auto-complete feature is available when typing the Name, Address, and City if any of them

had been used in a previously booked shipment. They will display in a drop down format, as

shown below.

Go to the name field section, for example, and start typing in the first character(s) of the name.

Previously entered Shippers, Consignees or Notify Parties name(s) will appear.

Once you have located the correct Shipper, Consignee, or Notify Party, use the down arrow key

on your keyboard and hit enter or use the mouse to scroll and click. Select the correct shipper

from the drop down and the entire address will automatically populate in the fields.

Please note when adding new Shippers, Consignees or Notify Party in mySEKO,

temporary accounts will be assigned and your local SEKO station will be notified

via email that this event has occurred. Until your local SEKO office confirms

these “NEW” locations in our transportation system they will not appear in your

drop down. New locations will be confirmed upon receiving the new booking

notification and will then be available from the menu. If you have an immediate

need to select this location again please manually enter the location details.

The country can be added by using the drop down menu or by using the auto-complete

feature.


Click on the Country field and begin typing in the name. As shown below, for example,

typing in „UN‟ displays the countries beginning with that prefix. Continue entering the

country name until it is highlighted and hit enter or use your mouse to point and click.

Tip! Enter a new Shipper, Consignee or Notify Party by using the

shortcut keys. For Shippers, use the ALT+S combination; for

Consignees, use ALT+C; and for the Notify Party, use ALT+N.

Billing Party

Select the appropriate Billing Party for your shipment. You can use the buttons to choose from Shipper,

Consignee or Third Party. If Shipper or Consignee, then you can continue with booking the shipments.

If you have selected a Third Party, you will need to select from the drop down or will need to add a new

location.


If you are required to enter a new location, click the {New} button and enter the necessary information.

If the Third Party is available in your drop down list, do not click on the {New} button. Instead, exactly how

you would select the Shipper, Consignee, or Notify Party, click the down arrow to select from am available

list.

For instruction on using the auto-complete feature, refer to Shipper, Consignee, and Notify Party starting

on page 89.

Destination Services

Select the party responsible for Duties and Taxes by selecting the Shipper, Consignee, or Third Party

buttons, as shown below.


Enter specific broker details, if applicable. Enter by using the drop down menu, entering a new location, or

freehand typing/using auto-complete, if available. Refer to Shipper, Consignee, Notify Party to learn how

to use these methods.

Declared Value

Enter Declared Value for Carriage and / or For Customers in the spaces provided. Select the currency

type from the drop down provided.

US Export Controls

Customers that provide their own Export Declaration details can do so under the “US Export Controls”

section of the Global booking form. Users are able to provide their USPPI details and EIN number

associated to the export control of the shipment as well as additional details. When selecting the

applicable Export Statement users have 3 choices:

No EEI required per Exemption: The shipment is exempt from being required to file an Export

Declaration.

No EEI required, value $2500 or less per Schedule B number: The value of each commodity

is less than $2500 and therefore does not require and Export Declaration to be filed.

EEI Required (select one or multiple as applicable):

- AES - The value of the commodity is over $2500 and requires an EEI to be filed.

- EAR – The commodity requires an ECCN or Exemption number.

- ITAR – The commodity requires a License and/or Exemption number.


The details entered in the “US Export Controls” section will appear on the booking notification email that

is sent to the “owning” station:

Pieces Details

Enter the pieces for your shipment by first selecting the measurement type: Metric or English.

Enter the number of pieces for the shipment, select the type by using the drop down menu, enter the total

weight, and dimensions. Optionally, you can assign a Schedule B number and enter a Country of

Manufacture.


To assign a Schedule B number, simply enter by freehand or by using the lookup tool provided. To utiize

the lookup option, click on the icon and the search window will appear.

Choose to search by Name or Code.

Enter the Search Term and click {Search}. Please note to use * as a wild card search.


Defaulted at 100 as the maximum results shown on screen, you can choose to select from a number of

options. For example, you search by Code starting with „84‟, it is possible to have hundreds of possible

matches. In this case, change the Max Results to 1000 to view all returned results.

Begin the search by selecting the {Search} button.

All possible matches will display, an example is shown below. To select a row, drag your mouse over the

correct selection and click.

The number will automatically populate to the Schedule B field, as demonstrated below, and you will be

returned to the entry screen.

Choose the optional Country of Manufacture from the drop down provided.

Once all the piece details have been entered, click .


The Pieces On Shipment summary will then appear, shown below.

Please note the Volume (M3) is automatically calculated based on the piece dimensions.

To remove the piece from the shipment, click the next to that piece or pieces in the summary.

Continue adding additional pieces to your shipment by repeating the instructions stated above. As pieces

are added to the shipment, they will continue to appear in the Pieces on Shipment summary.

Enter (optional) shipment Instructions

Save for Later

Once the entry has been complete, you can save the shipment to submit later by selecting the

button, or by using the ALT+L shortcut.

If you decide to save the shipment for later, you will be directed automatically to your Saved / Un-

Submitted Shipment screen (which will be explained later in the Tracking & Tracing section.

To go back in the form to edit or activate a saved shipment, click any where in the row. You will be

directed to the entry form to finish activating the shipment.

Please note the above screenshot is only partial.

Additional columns are diplayed on-screen.


To delete the shipment, click the icon.

Activate Shipment

To activate the shipment, select or use the ALT+A shortcut combination.

The shipment will be activated and you will be directed to an options page. On the upper left corner, your

Shipment Tracking Number is displayed.

Shipment Notification Emails

Elect to enter up to ten (10) additional email addresses to receive shipment notification. Once the email

addresses are entered, click .

Shipment Status Notification Emails

If you or additional person(s) need to be notified when specific or all shipment status have changed, click

the checkbox Notify me of status changes for this shipment?


If previous emails had been entered to receive status notifications, they will appear under Show Legend.

You can make modifications to these by editing and then click the button.

Enter the email address and then either check individual checkboxes to receive specific status

notifications or click All Status to receive all status updates.

For your reference, a listing of the acronym definitions for the available status are below:

POD = Picked Up

ADD = Misc Note

AED = All Export Docs Received

AID = All Import Docs Received

ARV = Arrival

BKD = Booked

BKC = Booking Confirmed

CMI = Commericial Invoice Received

CLR = Customs Cleared

DEP = Departure

DLV = Delivered

FOB = Freight Landed on Board

GIM = In Gate

GOM = Out Gate

PUP = Picked Up

SOB = Shipped on Board

WHR = Received at Warehouse/Freight on Hand


DCA = Scheduled Delivery

DRC – Destination = On Hand/Ready for Delivery

ORS – Origin = Goods on Hand/Ready

PCA = Arrange Pickup

Continue adding additional email addresses by repeating the steps until all information has been added.

Once emails are entered and status update selections are made, click .

Remove an email from the shipment status notification by clicking on the {Remove} link.

Generate Documents and Labels

You can generate shipment documents and labels directed from the submission screen.

To retrieve the BOL, click on the Bill of Lading / Intl. Shipment Document link. A dialog box will open

asking if you want to {Open} to view the BOL, {Save} it to save it to your computer, or {Cancel}.

If {Open} is selected, the BOL will appear in a PDF format.

Generate shipment labels from the submission page by clicking on the Numbered (x of y) shipping labels

for label/feed printer, the Numbered (x of y) shipping labels for laser/sheet printer or Blank (_of_) shipping

labels for laser/sheet printer.

Upload Documents

An option to upload documents and files to the shipment, which can be viewed in the Shipment Tracking

Number page, is available from the submission page. Refer to Tracking & Tracing to learn how to

access this tracking page.


To upload a document, enter the file description (optional) and click {Browse…} to locate the file in your

saved documents. Once document is found, click {Upload Documents}. If the document is successfully

uploaded, a confirmation message will appear.

Optional Links

You are also able to be directed to book another shipment, access reports or log out of mySEKO from the

activation page. Click on any of the links (below).

Tracking & Tracing

SEKO Worldwide offers you several methods on tracking your shipments. These include a Shipment

Tracker gadget to search by one specific filter, a Shipment History gadget which displays all your

shipments from the past 7 days, a Shipment Tracking page which allows you to filter by multiple search

criteria, View My Shipments which displays shipments within a specified date range, or from the Monthly

Shipment Calendar. Another option on tracking shipments is by visiting our website at

www.sekoworldwide.com.

Shipment Tracker (gadget)

Track shipments by one specific criterion using the Shipment Tracker.

Select your preferred search criteria from the drop down menu. Choose from AWB (Shipment Tracking

Number), Agent Shipper Ref #, Agent Consignee Ref #, PO Number, Serial Number, Ocean Container #,

Agent HAWB or Consignee Phone #.


In the field, enter the information. The auto-complete feature is available in this gadget. As you start

typing the first character(s), all recognized results will appear in the drop down.

Select the correct data by either using the down arrow key on your keyboard or by scrolling with your

mouse and clicking on the appropriate data.

To narrow your search results by shipment type, check the button for either North American or Global.

Only those types will display. Or you can broaden your search with both domestic and international by

keeping the All Shipments button marked (checked by default).

Once the criteria are entered, click the button. This will provide you with a brief overview of all the

matching shipments.


Select the View More Info. link to direct you to My Shipments page. Refer to View My Shipments for full

details.

In addition, clicking anywhere in the spaces will direct you to the Shipment Tracking page. Refer to

Shipment Tracking for further details.

View or create an issue on a shipment, click on the issue icon. Orange indicates an issue already

exists for the shipment. Click on the icon to direct you to the Issue Management page to View, Reply To

or Close that issue. If the issue icon is gray, this indicates there are no issues currently for this

shipment. If this is selected, you will be directed to Add Issue page. Refer to Issue Management for full

details on how to use Issue Management.


Create a return or clone the shipment by clicking the icon. Refer to Return or Clone Shipment for

full details on creating returns or cloning shipments.

Access the shipment BOL (Bill of Lading) by clicking on the icon. A new window will display with the

BOL in a PDF file format.

Shipment History (gadget)

This gadget displays all your shipments booked within the last 7 days. This displays the HAWB, the

current shipment Status, the HAWB Date, and the shipment Due Date. It also provides the ability to

display the shipment BOL, view, create, reply to or close an issue, create a return and clone a shipment.

Please note the Shipment History gadget displays both international and

domestic shipments regardless of the shipment type.

Selecting the will display the View Last option.

Select to view the last 5, 10 or even 15 shipments in the gadget by using the drop down provided.

Once selected, click to save your change. Click the button to stop

action.

Clicking anywhere on a row opens that shipments‟ tracking page. Refer to Shipment Tracking for full

details on tracking shipments in mySEKO.

View or create an issue on a shipment, click on the issue icon. Orange indicates an issue already

exists for the shipment. Click on the icon to direct you to the Issue Management page to View, Reply To

or Close that issue. If the issue icon is gray, this indicates there are no issues currently for this


shipment. If this is selected, you will be directed to Add Issue page. Refer to Issue Management for full

details on how to use Issue Management.

Create a return or clone the shipment by clicking the icon. Refer to Return or Clone Shipment for

full details on creating returns or cloning shipments.

Access the shipment BOL (Bill of Lading) by clicking on the icon. A new window will display with the

BOL in PDF file format.

Shipment Tracking

Under the Shipments tab, from the top menu bar, select Shipment Tracking.

Use this shipment tracking tool to filter by several search criteria or by a combination of different criteria.

Search by AWB/Tracking Number and/or Shipper or Consignee References and/or Serial Number and/or

Agent HAWB and/or Ocean Container # and/or PO Number. Define your search even further by entering

Ship Date Range, Delivery Date Range, and/or Shipper and/or Consignee addresses. Once all the criteria

have been entered, click {Begin Tracking}.


TIP! By default, the checkbox is marked. When

selected, the criteria entered will be saved in the Last 5 Tracking Queries

gadget, shown below. If you choose to, enter an optional description as a

reference when using the gadget. If you do not want your query to be saved,

simply unmark the checkbox before selecting {Begin Tracking}.


The Type displayed on this gadget is determined by the criteria you selected as the shipment type when

the query was made.

Note! The Last 5 Tracking Queries gadget is not set as a default gadget. Refer to

Add Gadgets under Personalize my SEKO to learn how to add this gadget to

your home page.

View My Shipments

Under the Shipments tab on the menu bar, select View My Shipments to display your Live / Submitted

Shipments or Saved / Un-Submitted Shipments from the past 2 weeks. If you have access to book

Inventory Controlled shipments, you will also be able to view these shipments from this page. If you need

to narrow or broaden the date range, enter the appropriate Start and End Dates by either freehand typing

in the m/d/year or by clicking on the calendar icon. Once the correct date range is entered, select

the button which will update the grid view.

By system default, you will always be directed to view your Live / Submitted Shipments when accessing

this page. You can change this default view by going under the Settings option from the menu bar and

selecting Change My Shipment Defaults.


You do have the ability to delete any Saved / Un-Submitted Shipments by simply clicking on in the

icons column. Please remember any deleted shipments are not retrievable once they have been

removed.

You also have access to export your search results in a Microsoft Excel document by clicking on the

button. Follow the download steps to open or save the document.

Access what data to view on your shipment grids by clicking on the link

available in the My Shipments page. Refer to Change My Shipments Grid for an explanation on how to

change your shipment grid.

When viewing Saved / Un-Submitted Shipments in My Shipments, you can elect to view results by HAWB

Date or by the Created Date. Select which one by clicking on the appropriate button.

SEKO.RED Shipment Tracking Information “RED HAWB”

The “RED HAWB” provides a complete overview for a particular shipment for both domestic and

tradeshow shipments, as well as international shipments. Utilize this page to retrieve full shipment detail

as well as retrieve (or add) documents, print shipping labels, view invoices, or to track the latest status of

your shipment.

You can access the “RED HAWB” from multiple places throughout mySEKO including View My

Shipments, Shipment History (gadget), Quick Links (gadget), Shipment Tracker (gadget) or from the

Shipment Calendar.

The information included on the RED HAWB is separated by Shipment details tab, Charges detail tab,

shipment Remarks and Status tab, Forms and Documents tab and Images tab.

Shipment

The Shipment tab contains general information concerning the shipment including, but not limited to,

AWB/tracking number, routing information, shipper and consignee addresses, shipment references, ship


date and due date, third party information, status, POD information, pieces summary and detail and

shipment description.

Tradeshow shipments display specific show details (if applicable), including (but not limited to): Client

Name, Booth Number, Coordinator contact information, Show Name, Show Start & End Dates, Show

Start & End Times, Open and Close Freight Dates and Times, Contact information and Special

Instructions.


Charges

The Charges tab contains shipment charge details, displaying all applicable types.

If the shipment charges are incomplete and unfinalized, a watermark showing INCOMPLETE CHARGES

will display in the background of the tab. Once charges are complete, the watermark will no longer

appear.


Remarks/Status

The Remarks/Status tab captures shipment remarks for all movements made on a shipment. The data

displayed includes the date and time the change occurred, the user who had made the change and the

message.

Forms/Docs

The Forms and Docs tab gives users the ability to view the Bill of Lading (BOL), shipment documents,

print shipping labels and invoices (only after the invoice has been posted). Retrieve the BOL and Labels

by clicking on the available links.


If an invoice exists, you can either click directly on the Print Shipment Invoice link to view or you can also

send it to an email recipient by typing in the intended email address. Once the address has been entered,

click the button to submit the invoice.

You are also able to view/open uploaded shipment documents as well as provide the ability to upload

additional documents to the shipment.

To view a currently uploaded document, select the link under File Name.

To upload additional documents to the shipment, first enter the File Description (which is then the

document‟s description in the Current Uploaded Documents). Then select the file to upload by selecting

the button.

You will be prompted to select the file to upload from your PC. Once the file has been selected, click the

button. The upload will occur in real-time, as shown below, and you will be notified that the

upload was successful.


If any of the fields are not complete, you will receive an error message notifying you that all required fields

are not filled in. Enter the necessary information and then try again.

If the file was not uploaded properly (the file format is unacceptable or is larger than 1MB in size), you will

receive an “Illegal File Content” message. Please check your file and try again.

Images

The Images tab is available for access to shipment POD (Proof of Delivery).

You have the option to view the image in either TIFF or JPG file formats. The document images are

stored by default in TIFF format, which provides the best clarity.

Some users will require an additional piece of software to open and view TIFF images. Links have been

provided to commonly used TIFF viewer plug-ins for your browser.


Routing (International Only)

The Routing tab is available for international shipments only. From this tab, users can access routing

information for a shipment, which provides the ability to view waybill number, carrier, sail or ETD,

shipment origin and destination, container number(s) and type(s), booking references, voyage/flight

details, vessel information, ETA and routing remarks.

Waybill Number – Air or Sea Master Bill number

Carrier – Airline/Steamship line

Sail / ETD Date is the date the shipment is expected to depart from the airport or port

Origin – departure port

Container Number(s) – listing of any containers on an ocean shipment

Container Type(s) – listing of the container sizes

Booking Reference – if an additional booking ref was given by the air/ocean carrier it would appear

Voyage / Flight details

Vessel

ETA Date is the date the shipment is expected to arrive at the Consignee.

Destination is the destination port

Pricing / Billings

In the Pricing and Billings section, we will provide an overview on how to access these options in

mySEKO. Please note not all users will have access to these options as it is based on the individual user

profile. As explained in Info & Settings you must have the option to view pricing details. Please contact

your local SEKO station or representative if you feel this information is not correct.


Use the Pricing and Billings option to get an instant quote or to view account summaries, payment

histories, existing quotes, account receivables and aging summaries, and active claims.

North American Instant Quote

North American quotes can be viewed, created and converted from mySEKO. Receive instant quotes

based on a single or multiple service levels.

To create a quote in mySEKO, from Pricing/Billings on the upper menu bar, select North American Instant

Quote from the drop down selections.

If multiple accounts exist, you will first need to select which account the quote applies to from the drop

down menu provided.

To save the quote for future use, select the

checkbox. If this is selected, you will be assigned a quote number after the request is submitted, this

serves as your reference number. Refer to View North American Instant Quote to learn how to access

your saved quotes!

Most of the information section will be automatically populated based on your user settings or the account

selected. This excludes the Comments/Remarks field, which is an optional entry in case you need to add

comments to the quote.

If any of the information is incorrect for this particular quote, manually update the necessary fields. Please

note this information will only be changed temporarily. To permanently change the information, you will

need to do so from Info & Settings.


Enter the Destination Zip Code. If the zip code entered is unrecognized, an „Unknown Zip‟ message will

appear. If it is identified, the city, state and airport code will appear next to the entry field.

Next, select the optional Insurance Type and enter Insurance amount in the fields provided, if applicable.

If you have an existing custom piece, you do have the ability to select it from the drop down menu under

„Your custom parts‟. If custom pieces do not exist, manually enter the Pieces (Qty), Weight, Length, Width

and Height.

Once the details are entered, click the button. The piece detail will be added to the

Current Parts section which is a summary of all pieces included on the quoted shipment. Continue adding


additional pieces or proceed to the next step. When multiple pieces are added, the total pieces and total

weight will be calculated.

To remove a piece from the quote, simply click on the link.

Although there is no limit as to how many service levels are selected, at least one must be chosen in

order to activate the quote. If all service levels are to be included in the quote, click the Select All link.

Doing so will automatically mark all checkboxes. If you decide not to receive a quote for all service levels,

click the Clear All Levels link and all checkboxes will turn blank. In this case, proceed to select single or

multiple service levels by marking the appropriate box(es).

There are no minimum or maximum on how many Accessorial Services are selected for a quoted

shipment. Select single or multiple accessorial services by marking the appropriate box(es). To unmark a

service, click on the checkbox again to remove it from the quote.


Once all the data has been entered and verified, select the

button and your local SEKO station will then be automatically notified of your submitted quote.

You will then be directed to your instant quote summary screen.

If you had selected to save your quote, a quote number will be assigned. This will serve as a reference

number for future use and will be available to you in mySEKO under your saved North American Quotes.

If you need to submit additional quotes, select the to create more.

If there is not a tariff established under the account you selected, you may receive a message indicating

that pricing information is not available. If you receive this message, please contact your local SEKO

station or representative to inquire on establish this on your account.


Disclaimer

The summary screen will provides real-time pricing information for all your selected services levels and

accessorial services, as shown below.


To convert the quote to a shipment from the quote summary screen, click the icon located next to

the pricing information.

You will be directed to the shipment finalize page, shown below, where you are asked to enter a few

pieces of additional information in order to activate the shipment. Please note any details in blue has

been locked and cannot be updated.

The Ship Date is populated based on the date the shipment was converted and the Delivery Date is

based on the service level you selected (in this case, SEKO 1 Day).


Enter the * required information and once that is completed, click on the Create a shipment from this

quote button.

You will then be directed to the shipment summary page where you are able to send email

recipients shipment notification emails, upload documents, establish shipment status notifications,

clone the shipment or create a return shipment. Please refer to the Book North American

Shipment for further details.


International Shipment Quote

Create an International quote from mySEKO. Receive instant quotes based on a single or multiple service

levels.


Contact details are pulled from your user settings. To change it temporarily, you can override the

information by typing in the fields provided.

The Account is based on your default account in your user profile but you can select any of your

International accounts from the drop down list provided.

Select which method you would prefer SEKO Worldwide to contat you regarding your quote.

Select the shipment type for the quote (*required field).

Select the appropriate service type (*required field).


Enter the Origin and Destination details. Select the country by either using the drop down menu and

locating, or by clicking on the field and start typing in the country name. Once recognized, hit the enter

key and the country will be added to the field. Continue entering the City – State/Postal.

Enter your part details by first selecting the units of measurement (centimeters/kilograms or

inches/pounds) from the drop down provided.

Next enter the piece(s) details including the number of pieces, weight, length, width and height. Once

complete, select the button. Verify the pieces were added by reviewing the summary, as shown

below. Add additional pieces or continue to the next step.

To remove pieces from the quote, select . The details will be removed from the summary. Continue

adding additional pieces to the shipment or continue onto the next step. Please note at least one piece

detail must be added before submitting the quote!

Enter the shipment date by typing the information in the MM/DD/YEAR format or by utilizing the

calendar tool and selecting the date.


Select the to generate the quote request to SEKO Worldwide. If the quote was

submitted successfully, you will receive the below confiramtion message. Select to exit out of

the message.

Congratulations! You have successfully submitted a quote to SEKO Worldwide. Your local SEKO station

or representative will be in contact with you shortly.

To submit another request for quote, modify the information and resubmit.

View North American Quote

To view your saved quote(s) or convert a saved quote into a shipment, select View North American

Quotes from Pricing/Billings on the upper menu bar.

You will be directed to a grid which contains all your existing, unconverted quotes, as shown below.


To convert a quoted service level into a shipment, click anywhere on the applicable row,shown below.

Once selected, you will be directed to the shipment finalize page, where you will be prompted to enter a

few pieces of additional information in order to complete the process and activate the shipment. All

required fields are noted by the red asterik (*).

The details in blue are locked and can not be edited. This is because the quote was based on those

specific details (service level, origin zip, destination zip, etc.). If this information is incorrect or has

changed, please contact your local SEKO station or representative or enter a new quote with the correct

information.

The Ship Date is automatically populated based on the date the shipment was converted and the Delivery

Date is based on the service level you had selected from the grid (in this example, SEKO 2 Day).

Change the Ship Date by either typing the date in the MM/DD/YEAR format or by using the calendar

tool icon.

Although the details are locked and cannot be changed, verify that the quoted price, service level, pieces,

weight, insurance, quote details and comments.


Enter the required Shipper and Consignee information. Required fields include Name, Address, Contact,

and Phone number. The City/State/Postal is based on the submitted quote and cannot be changed,

however, please verify the information is accurate.

Enter an optional reference to the shipper or to the consignee.

If you require any special pickup or delivery instructions, please enter them in the fields provided. Please

note this is an optional field and is not required.

Finally, enter the optional shipment description.

Once all the required details are entered, click on the .

Please note if any of the information is missing, and you try to create the shipment, you will receive an

message indicating which fields are missing or invalid.


Please note that once one of the service levels is converted for a particular

quote, all other service levels for that quote will become unavailable and the

quote will disappear from View North American Quotes.

You will then be directed to the shipment summary page where you are able to send email

recipients shipment notification emails, upload documents, establish shipment status notifications,

clone the shipment or create a return shipment. Please refer to the Book North American

Shipment for further details.

North American Account Summary

From the Pricing / Billings located on the upper menu bar, select North American Account Summary from

the drop down selections provided.

The account summary of your default account is shown. To change the view to a different account, select

from the drop down list provided.

The account summary provides the most current data concerning your account(s). As shown below, the

data includes the current date, account number and billing address. The Account Due Summary gives a

breakdown by certain periods to show past due amounts. The breakdowns are based on 0-30, 31-60, 61-

90, and 91+ Day periods.


The Last Payment information shows exactly that, the data from our last payment! The data includes the

payment date, the check number and amount.

Under # of Open Invoices, if an open invoice exists, it will be indicated by the number and a link to view

the details. Selecting this link will direct you to your Accounts Receivables and Aging Summary. Refer to

Accounts Receivables and Aging Summary to learn how to use this tool.

North American Payment History

The North American Payment History tool provides access to the history of payments. Select North

American Payment History from the drop down provided under Pricing / Billings on the menu bar.

The grid will display all checks paid based on the date paid followed by the corresponding check

numbers, the amount paid on that particular check, the number of HAWBs paid and the number of master

invoices.


You can export the history report into a Microsoft Excel document by clicking directly on the check

number. Doing this will prompt you to download the file. The Excel document will provide specific details

on that particular check payment as well as a more detailed breakdown of HAWBs paid.


Accounts Receivables and Aging Summary

The Accounts Receivables and Aging Summary page shows a list of all your invoices and what has been

paid or what remains open on invoice(s). Select Accounts Receivables and Aging Summary from the drop

down provided under Pricing / Billings on the menu bar.

Your default account will be displayed automatically in the drop down menu. Choose to view summaries

for another account or select to View All accounts at once.

The option to view all open invoices is selected by default, however, choose to narrow the parameter by

selecting to view invoices for North American or International shipments only. Note when selecting a

different button, the results will update automatically.

Your account aging summary will display as well as your account(s) open invoice summary. If all were

selected from the current company drop down, these will be the total amount among all accounts.

The results grid references the corresponding Tracking number, Ship Date, Origin, Destination, Pieces,

Weight, Shipper, Reference, Consignee Reference, Amount, Payment, and the Balance, if applicable.


Sort the results in your grid by clicking on any of the column headers. The grid will update with results

based on ascending order.

For North American invoices only (all of which are indicated by the American flag icon), click on the

PDF icon to display the invoice.

To export the invoices to a Microsoft Excel document, click on the link.

If you have chosen to open the PDF invoice or export the invoices to a Microsoft Excel document, the File

Download dialog box will display. Select how you would like to proceed.

View Active Claims

Retrieve a list of your active claims (if applicable) by selecting the View active claims from the Pricing /

Billings drop down menu.


Once you click on the link, you will automatically be able to view claims for your main, default account.

Select to view your other accounts by choosing from the current company drop down menu. To view all

your active claims for all your accounts, select View All. You can search by Claim or HAWB number or

filter by Status. Under status, select to search by All, Open, Paid, Formal Denial, Informal Denial and

Cancelled.

If you have a claim number accessible, enter it in the Search by Claim # field and then click on the

button adjacent to the field.

To view claims by a specific tracking number, enter it in the HAWB # field and then click on the

button adjacent to the field.

By default, all statuses will appear. Narrow your search by choosing a specific status from the drop down

list provided.

To export the claims to a PDF, click on the link provided. The results in the document will be based on the

filter options you had selected in the previous steps.


To export the claims to a Microsoft Excel document, click on the link provided. The results in the

document will be based on the filter options you had selected in the previous steps.

If you do not elect to export the claim results, clicking directly on the claim will open it as a view only.

Report Center

mySEKO offers users the ability to run reports in the mySEKO Report Center, available on the upper

menu bar.


If you are an established Inventory Management user, you are also able to view Inventory Timeline,

Inventory Gantt, and the Inventory Shipment Confirmation. These options are explained later in this

section.

Consolidated reports display both North American (domestic) and Global (international) information.

Currently SEKO offers two consolidated reports: Activity Manifest and Real Time Update. Below is a brief

overview of each report.

1 Activity Manifest report provides a consolidated list of domestic and international activity within a

specified date range.

2 Real Time Update report shows a list of shipments currently in transit.

North American reports are available if your user profile has been enabled to book or quote domestic

shipments. There are currently eleven reports available for domestic transportation users and can be

accessed through the mySEKO Report Center. Below are brief explanations of each report.

1 Abbreviated NA Invoice Report is an abbreviated version of the North American Invoice Report

and displays invoice information.

2 Delivery Performance report shows on-time delivery performance information within a given date

range.

3 Driver Manifest report for sign offs on shipments on a given day.

4 Image Statistics report for view shipment imaging statistics by delivery date.

5 Monthly Business Recap provides a summary of shipments and charges starting on a specific date

and recaping a given number of months (up to one year).

6 North American Invoice Report displays invoice issued within a given date rate range.


7 POD Exception Report displays delivery and shipment exception notes for shipments deliverying

within a given date range.

8 POD Report shows an overview of undelivered, on-time and late delivery information for shipments

within a specified ship date or delivery date range. This report also provides a percentage of on-time

deliveries.

9 Shipment Destination Status reports destination status information for your shipments within a

specified ship date or delivery date range.

10 Shipment Report provides detailed shipment information for one shipment

11 Unbilled Shipment Charges report shows shipment charges for all unbilled shipments within a

given date range.

International reports are available if your user profile has been enabled to book or quote Global

shipments. There are currently four reports available for international transportation users and can be

accessed through the mySEKO Report Center. Below are brief explanations of each report.

Please note if you are not able to view pricing details in your user profile settings, you will be unable to

view charge details or invoice amounts on reports.

1 Extended International Shipment Overview report provides POD and status information for

international shipments.

2 International Invoice Report shows invoicing information for international shipments within a given

date range. Filter the report by selecting to view delivered, undelivered or all shipment types.

3 International Shipment Overview report provides details on all shipments within a given date

range.

4 Ocean Sail Date reports lists ocean shipments within a sailing date range.

If you are enabled to book and/or quote inventory controlled shipments, you will receive the option to run

Inventory Management-specific reports in mySEKO. The following reports are currently available for

Inventory Manaagement accounts and can be accessed through the mySEKO Report Center.


1 Instance Report provides detailed information on instances/demos by company within a given

date range. When a shipment is attached to an instance/demo, the shipment details are provided

on this report.

2 Inventory 72 Hours report displays inventory shipments scheduled to be delivered in the next 72

hours.

3 Inventory Status reports shows detailed part and latest status information. Select to filter by part

master and/or the number of days at the stocking location. Choose to exclude consumable parts,

parts in transit or disabled parts from the report.

4 Kit Report lists available kits including the locations, status and allocated quantities.

5 On Hand Available report displays parts on hand, parts that have been allocated and currently

available parts by location.

6 Part Location Report lists locations for a specific company. Choose to show only stocking

locations.

7 Part Master Allocation report shows a listing of parts allocated to Inventory Management users.

8 Part Master Detail report displays detailed information on part masters.

9 Part Master History report shows the record of shipments and receipts by company for a

specified part master within a given date range.

10 Part Usage by Date reports shows the usage of parts by a specific company within a given date

range.

11 Parts And Shipments By Date report displays shipments and the shipped parts for a specific

company within a given date range.

12 Parts In-Transit report shows shipments and the shipped parts currently moving (in-transit) for a

specific company.

13 Receipt Detail report provides information on all part master receipts for a specified company.

14 Serial Composite displays shipment data for a specific company by serial number, within a given

date range.

15 Shipments By Date provides a list of shipments for a specified company within a given date

range. Choose to run the report based on either ship date or delivery date.

Accessing Reports

To access a report, click directly on the hyperlink (the hand cursor will appear when you are correctly over

the link, as shown below).


Once the report is selected, that particular report‟s filter options will display on the right hand side of the

page.

The Start Date and End Date are automatically populated with the current (“Today‟s”) date. View the

report with a different date range by either selecting the calendar icon or freehand typing the

information in the MM/DD/YEAR format.

Associated Accounts

If you have more than one SEKO account linked to your profile settings, mark the 'Show Associated

Accounts' checkbox to generate the report for all accounts linked to your profile. To view just your default

account, leave the checkbox blank.

Rendering Reports

Select the type of file you want to view the report by selecting from the drop down menu. In most cases,

you will have all these options (Excel, Acrobat (PDF) or HTML); however, certain reports are not

recommended to be viewed in certain file types and therefore are not available options.


Please note that only Excel or PDF file types are allowed to be emailed. Selecting HTML will remove the

email option.

Emailing Reports

Email all Excel or PDF reports entering the email addresses in the space provided. For multiple email

recipients, enter a comma (,) or semi-colon (;) as a separator.

Processing Report and Troubleshooting

Once the appropriate data has been entered, click the button and follow the

prompts on-screen.

If you experience problems displaying the report, please first ensure you have disabled pop-up blockers.

If you have disabled your pop-up blocker and the problem continues, select and hold the CTRL key and

choose 'PROCESS REPORT'.

To enable this in Internet Explorer 7, go to the Tools Menu and select Internet Options. Click the Security

tab. Click on Custom Level, scroll until you have reached Downloads and select 'Enable' under 'Automatic

Prompting for File Downloads'.

If you are still unable to resolve the issue and cannot generate a report, please contact the SEKO

Worldwide Help Desk at [email protected] or by calling +1-866-502-SEKO.

Inventory Management

If you are established as an Inventory Management user, you will also have additional options under

Reports on the upper menu tab. If you have multiple inventory management accounts, you will receive

one for each associated account.

Inventory Timeline Calendar

Access the Inventory Timeline Calendar to see a monthly view of your inventory. Use the „Search for

Serial‟ option and enter a specific serial number or select from the Part Master drop down; narrow your

search by a specific serial number. Users also have the option to choose by kit or filter to include (or

exclude) consumable or disabled parts. The timeline calendar is color coded to display by Stocking

Location, Instance/Demo Location, Other Location, SEKO Shipment, Non-SEKO Movement or

Consumption Location.

Inventory Gantt


Access the Part Timeline Gantt Chart for an extended calendar view of your inventory in a Gantt chart

format. Use the „Serial Number‟ search field or use the kit drop down menu. Users also have the option to

choose by kit or filter to include (or exclude) consumable or disabled parts. The Gantt chart is color coded

to display by Stocking Location, Instance/Demo Location, Other Location, SEKO Shipment, Non-SEKO

Movement or Consumption Location.

Inventory Shipment Confirmation

Use this report to confirm or reject shipments that have been scheduled.

Shipment Calendar

View Shipment Calander

The Monthly Shipment Calendar provides a calendar view of all your shipments, both domestic and

international. When accessing the calendar, the current month will be displayed. Go to the previous or

following month by clicking on the link located on to the left or right of the calendar header.

As shown below, any shipments dated with the month‟s view will be visible on the calendar.

Using your mouse, scroll over the HAWB (or however your Display As is set) until the Shipment Details

dialog box appears, shown below. This overview provides basic shipment information including HAWB #,

Origin, Destination, and the current Status.


Access the Shipment Tracking page by clicking on the shipment link. More details on the tracking page

and what data is available is explained in the Shipment Tracking section.

The Calendar and how it‟s shown is customizable. Viewing all shipment types is set by default, however,

you can narrow the view by changing to North American or International (Global) shipments only. Select

from the drop down menu provided.

By default, the Ship Date is where the shipment is placed on the Calendar. You can change this to

Delivery Date, ETA or ETD/Sail Date by selecting from the drop down menu.

Elect to color code shipments based on Delivery status or by Service Level or leave it at the standard

view without color coding the shipments.

If Delivery is selected, the colors will be based on the shipment‟s delivery status. Refer to the color chart

below.


If Service Level is selected, the coloring scheme will be based on the shipment‟s service level. Refer to

the color chart below.

You can change what informaton the calendar displays the shipment data. You can view by HAWB (set

by default) or change to view by Shipper Reference, Consignee Reference or PO Number.

After you make any changes to the calendar, click to apply those changes.

If you want to see full shipment details, click directly on the shipment and the Shipping Tracking page will

appear in a new window.

During the Tracking & Tracing section, the Shipment Tracking page has been referenced numerous

times. This page provides you with shipment details, allowing you to view any charges associated with


the shipment, view all remarks or status updates, add or view forms (including Bill Of Lading (BOL),

shipment labels, documents or view shipment images. For international shipments, you are also able to

view the shipment Routing details.

Change the month by clicking on the calendar icon. Doing so will display all the months within the

year. Click on the desired month by using your mouse, scrolling and click.

To change year views, use the left or right arrows or click on the year to

show a 12-year period to select from.

Click on the correct year, which will display all the months within that year and click on the proper month.

Once the date has been inputted in the field, click. Your calendar view will then change.

Add/Edit Milestones


Add or Edit your Milestones from the calendar. To access the milestone page to view, add, or edit or

delete milestones, click the button.

If there are no existing milestones, you will be immediately directed to an entry form. You will also have a

message indicating none exist in bold lettering, shown below. Once you add a milestone, this message

will disappear.

When adding a new milestone, enter the date by clicking directly on the field. A calendar will display

allowing you to select the date instead of having to type the information. Select which shipment type the

milestone affects from the drop down list provided. Then enter a description. Please note the maximum is

255 characters.

Once your milestone details have been entered, click . Click the button to

stop the entry.

If you continued to save the milestone in the previous step, you will be directed to the milestone page and

it will appear in the grid view.

Please note that on the grid, the Type is based on the selection made when the

milestone was created.

If any of the information is incorrect, click the link. You will be directed to the entry form to make

changes.


Finalize the changes by clicking the button. If you want to stop the change, select

the button.

If you need to delete a milestone, select the link. If this option is chosen, you will receive the

confirmation message:

To continue with the deletion, click OK, otherwise selecting Cancel will direct you back to your milestones.

From the milestone page, you are also able to export your milestones to your Microsoft Outlook 2007

calendar. Click the disc icon located next to the milestone you want to export.

Once the icon is clicked, follow the prompts to update your Outlook calendar with the file. Follow the

instructions as they appear on-screen to complete.

All milestones will display in your Shipment Calendar. As shown below, it will appear as an icon and

the word Milestone will appear to the right. To view the description, scroll over the thumbnail icon with

your mouse and the dialog box will appear.

You can also access your milestones by from the upper menu bar by selecting Add / Edit Milestones

under Calendar option.


Please note that even if you add the milestone using this method, it will still

appear in your Shipment Calendar.

Logout

End your session by selecting Logout from the upper menu bar.

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