Damco Shipper Training

Transcription

1 Damco Shipper Training

2 Agenda Damco Shipper (DS) Login & Dashboard Settings Notification Settings & PO Transfer Setting Booking & Booking Template Setting Container Loading Result FCR or HBL Document Management 1

3 Background Our current M*Power Shipper system was built back in 1999, and over these years, we have out- grown our initial design. Some part of the technology is not entirely competitive in today s market environment. Decision was taken to re-build and upgrade our shipper facing platform. Through Strong engagement of shippers and clients the requirements for the new system has been collected. As a result, we aim to: Better serve you and our clients Increase our operational efficiency and service level Create a sustainable platform to meet with the competitive environment Based on feedback received from many vendors / shippers, Damco, has chosen to build a new booking application including current, enhanced and new functionalities and thereby drive value to you. Below are some of the key objectives and/or functionalities: Main focus is to improve response time Multi-language (Chinese, Spanish and English) functionality Improved validation and alerting Audit Log on all fields Improved Dashboard New look and feel 2

4 DS login Shipper would receive 2 s, one for PINsafe code and another for password 3

5 Alternate Login: Click My Damco Click Portal login 4

6 DS login Shipper should refer to received PINcode to find OTC to input. For thissamplepin sample 4729, the OTC field should be 3724 Flash show login:(how to reset password and PINcode) 5

7 DS E-learning Login and click Add New Widget to find the E learning courses 6

8 Change Password Click Profile External users can change their password here. Password must be 8 20 characters long, and contain uppercase, lowercase and a number. User will need to change it once per year. If the user has not logged on for 1 year, then notices will be sent out, then the UserID will be de activated. Contact Damco for any UserID re sets needed. 7

9 DS login You will see this page in production website only. Click Shipper. When you first log in the system, you need to do system settings per your own needs. Click Settings. 8

10 Dashboard Settings Now you come to the page settings-preferences. Then click Dashboard Settings. Choose your favorite language Choose Meters and KGS Click Save after you set ok 9

11 Dashboard Settings Choose all the items that you need to show on front page and then click Save. After that click View dashboard to see your front page. 10

12 Dashboard Settings All the items that you choose will show on front page The new system more clearly shows all status of documents one by one: PO, SO, PL, CI, CLR, FCR, HBL. Tips: move out the unnecessary setting, the system would be faster Shipper may find the search results from Advance Search is different from the figures shown in Dashboard. That is because dashboard will only list the limited number of Docs per a specific time period with the consideration of the page loading performance. 11

13 Agenda Damco Shipper Login & Dashboard Settings Notification Settings & PO Transfer Setting Booking & Booking Template Setting Container Loading Result FCR or HBL Document Management 12

14 Settings - Notification Notification function will inform you about PO,SO,CLR,FCR,HBL status change. Click setting in dashboard page then click Notifications. Select Shipper & Consignee, then click Add notification. 13

15 Settings - Notification 14 You could input Frequency, receiver address, select FOB port, s/o status, then click save to finish. Once s/o changes to the status you selected, you will get a notice through the address you input. The same operation for CLR, FCR, etc status notification.

16 Settings - Notification Your mailbox would receive this kind of notification once any status changed/ or if there is a revision for PO,SO,CLR,FCR. 15

17 Settings PO Transfer Template This setting is just for Triangle Trade Vendor/Shipper, where the booking is created by factory. In this case, both parties need their own user IDs for the Damco Shipper system. 16

18 17 Settings PO Transfer Template

19 PO Transfer User can select the PO in Search Results or in the PO page, then click 'Transfer' ' to send a copy of the PO to a 3rd party. In the Prepare PO Transfer page, Under 'Order Details', check the Price box (or other fields) if you want to Hide/Remove that visibility in the Transferred PO. Select some or all lines to be transferred. Ordered Qty can be changed if needed. 18 To Un-Transfer, search for the PO (without PO lines), with the 'Factorys Purchase Orders' box checked, then click 'Undo Transfer'.

20 Agenda Damco Shipper Login & Dashboard Settings Notification Settings & PO Transfer Setting Booking & Booking Template Setting Container Loading Result FCR or HBL Document Management 19

21 Booking Select right shipper and consignee in the Dashboard. Click Search to find the PO you want to place a booking. 20

22 Booking Input the PO you want and click Search. If you don't enter a PO Number, then the system will show all your POs. 21

23 Booking Select the PO, and click Book. PO hyperlink If you only book part of the PO, please click PO hyperlink to get sku/item breakdown, then select sku/item to book. 22

24 Booking Select the sku/item you want to book, click Book selected. 23

25 Booking In the New booking system, the booking has been divided into four parts: Information, Parties, Header and Marks & Numbers. You need to complete all parts one by one. The content is just same as MPS. No need to change anything in this part Information. Shipper could find SO creation time and revision i time 24

26 Booking Update shipper, consignee, notify party, 10+2 parties into Parties. If shipper find any name or address incorrect, please inform Damco team to revise it. 25

27 Booking Update shipper , phone no. & contact name Damco Office is selected here. 26

28 Booking Normally, need not update this summary column If SKU has same carton dimension, shipper can input total CBM & KGS, then click split by package to update each SKU volume. 27

29 Booking If you want to add more PO, click add shipping order lines. 28

30 Booking Input the PO number and click search. 29

31 Booking Select the PO and click Add. 30

32 Booking Then you will have this PO added into your current booking. 31

33 Booking After you complete the booking data input, select Finished and save it to submit, then it would show successfully submitted. 32

34 Booking Revise First find the booking you want to revise. If you could remember the booking status, you could directly click submitted from front page. 33

35 Booking Revise If you don t remember the booking status, click search and choose Shipping Order, then input PO number or sku number or other items to search. 34

36 Booking Revise Then click to this booking via SO number. SO Number: SP system auto generated number SO Reference: just for shipper s internal use SO confirmation number: use for cargo delivery and tracking with Damco Click this + to show PO information 35

37 Booking Revise If your booking is pending, you can just go ahead to update and save it. If your booking is already submitted or confirmed, you need to click edit and then update the booking and save it. You also could find all Your booking history record 36

38 Manual Booking In Urgent Cases If sometimes your PO doesn t exist in system, please send to our Damco team to ask client to re-upload PO data. 37 This tool is just for use when POs are not available and Client approves shipper to create it manually.

39 Smart usage of SO Template Click settings from Dashboard. 38

40 Smart usage of SO Template Click Shipping order template. Select Shipper name, then click Add new SO template. 39

41 Smart usage of SO Template Then you can name the template and input all basic data you will apply to future bookings. The purpose aim to save your time on booking marks/descriptions. 40

42 Smart usage of SO Template Then in booking page Header, you can use the SO template. 41

43 Agenda Damco Shipper & Dashboard Settings Notification Settings & PO Transfer Setting Booking & Booking Template Setting Container Loading Result FCR or HBL Document Management 42

44 Container Load Result After the booking period, Shipping Instructions need to be submitted in required timeline. Thus you need to do CLR(Container Loading Result) and FCR(Forwarder s Cargo Receipt). -CFS bookings don't need CLRs. -Only CY bookings in confirmed status, can be used to create CLRs. -Currently some clients don t require on-line Shipping Instructions, however, it would be a future trend to do all on-line. 43

45 Container Load Result First, you need to find the booking. Click Search on Dashboard and click Shipping order. Input PO or other Items to search. SO Status: t Confirmed/Delivered/Partially d/p ll Delivered 44

46 Container Load Result Click the booking you want, and click Create - Container load result, to get to the CLR Details page (Multi-SO selection is allowed). 45

47 Container Load Result If you need to select specific lines for CLRs, then go into the SO details, then click Create - Container load result and it will take you to a pop-up window showing the PO number and SKU/Style. Click the + button to add as many CLR boxes that are needed. Then select the PO lines needed in a CLR, and click the [Add] button in each CLR box to add the correct PO lines to each CLR. 46

48 Container Load Result Same as Booking, the CLR is also divided into four parts. Information and Parties directly come from booking data. You only need to complete Header and Marks tabs. All the mandatory data fields are marked in Red. If your booked packages & quantity need to be revised, please revise your booking and get confirmation first, then create the CLR. 47

49 CLR Save as Finished for Submit Add more SO in one CLR, or create more CLR for same SO 48

50 CLR Revise Since sometimes after your CLR submission, Damco begins to conduct carrier SI sending, please first communicate with Damco before you do the revision. Search for the CLR you want to Revise. You can find the CLR either with SO number or other items. 49

51 CLR Revise Click on the CLR number to see the details. 50 Click Edit and then You can update the CLR. Remember to save it as finished after you complete it.

52 Agenda Shipper Portal Online Training Dashboard d Settings Notification Settings & PO Transfer Setting Booking & Booking Template Setting Container Loading Result FCR or HBL Document Management 51

53 FCR Only bookings in delivered or partially delivered status can be used to create FCRs. Same as the CLR process, go to Search from Dashboard and find the Booking/SO you want to create your FCR. Select the SO and then click Create - Forwarder s Cargo Receipt. 52

54 FCR Save as Finished All the FCR information is copied from the SO and CLR directly, thus you just need check whether the summary matches with your Shipping Instructions or not. Then save as Finished to submit if nothing changes. If you want to revise the FCR, you need to communicate with Damco first. And then do the revision on the SO or CLR 1st. 53

55 Agenda Shipper Portal & Dashboard Settings Notification Settings & PO Transfer Setting Booking & Booking Template Setting Container Loading Result FCR or HBL Document Management 54

56 How to submit documents via Shipper - Document Management Users will have access to Document Management if the Consignee has this function set up. Just click on the Document Management link found at the top of the screen, to go to the main Document Management Search Screen. Or Search for the SO number and click on the Document Management icon in the SO Search Results, to be taken directly to the Document Management Search Results for that same SO / Booking.

57 How to submit documents via Shipper - Document Management User should select the Shipper and Consignee needed. Enter a 'PO Number' or 'Booking Conf. Number' or 'SO Number', and click [Search]. Search for multiple numbers by using a comma after each number. (eg. PO1,PO2,PO3), Expand the results by clicking on the [+] buttons next to the PO and Booking Conf. numbers. The 'Upload Documents' section will be grayed out to start.

58 How to submit documents via Shipper - Document Management Select the 'Purchase Order' Numbers or Booking Numbers you want to upload documents for, then the 'Upload Documents' Type, Browse, and [Upload] button will be enabled. Select the document Type. [Browse] for the file that you want to upload. Then click [Upload]. Use the [+] button to add additional documents at the same time. Click [Upload] again to Confirm the action. Then you will get the confirmation page. If you receive a message stating that a file has exceeded the maximum size allowed (5 MB), please re-save the file into a different format or compressed format, or rescan the file with a lower resolution.

59 How to submit documents via Shipper - Document Management To Delete documents, select the individual document check boxes, and click [Delete]. To View an uploaded document, click on the document name (hyperlink) to open the file. Mark Complete When all the documents of a particular PO/SO have been uploaded, the shipment should be marked as complete, so that the Damco teams know when they can start processing the documents for this shipment. Select the shipment which is Complete, and click the [Mark Complete] button. [Confirm] the action, then Complete field changes from No to Yes. After this, the Vendor will not be able to upload/delete documents to this shipment anymore, unless the Damco team sets it back to 'Not Complete'.

60 Tips For Shipper 1: For booking submit: Suggest vendor to use the Save as Finished function in booking detail page. Do not prefer vendor to save the booking as DRAFT and then click the button of Submit Multiple SO on the booking search page. For booking confirmation: After booking is successfully saved as finished, the HOU or MXW Booking number would be shown even though the booking is in status SUBMITTED. Please DO NOT treat it as final booking confirmation. Please remember to use the booking with status CONFIRMED for cargo delivery. (different in MPS, the Booking number only showed when Damco had Confirmed it.) To get better user response time (speed): suggest shipper to remove unnecessary dashboard settings eg. HBL/HSWB,PL, etc. suggest shipper upgrade their RAM to 1G or more. Then DS would be faster. Normally, the first login would be slow since it need download the initial Website data, after that it should be faster. 59

61 Tips For Shipper 2: For new system ID & password: If you have not received it, please contact our Damco office. For any system error or problem you face: Please send the error/problem screen copy to our Damco team 60

62 61 Questions and Answers