logistics enterprise sea operation quick start

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Logistics Enterprise Sea Operation Quick Start http://www.itdept.com.hk Prepared by IT Department Ltd.

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

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Page 1: Logistics Enterprise Sea Operation Quick Start

Logistics EnterpriseSea Operation

Quick Start

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

Page 2: Logistics Enterprise Sea Operation Quick Start

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

2. VESSEL / VOYAGE

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

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

5. HBL

6. Gen MBL

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

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

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

Page 3: Logistics Enterprise Sea Operation Quick Start

1. SO (Booking)

Page 4: Logistics Enterprise Sea Operation Quick Start

1. SO (Booking)

Click NEW

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

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2. Vessel / Voyage

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2. Vessel / VoyageClick NEW

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2. Vessel / Voyage – Finished

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

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

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3. Add Vessel to SO

補上船,然後可以加 JOB,再加 HBL

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4. Job

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4. JobSelect JOB PREFIX

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4. Job – Finished

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5. HBLSelect HBL from Menu

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

Page 16: Logistics Enterprise Sea Operation Quick Start

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

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5a. HBL – General

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5a. HBL – Address

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5a. HBL – Container

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5a. HBL – Marks & Desc

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5a. HBL – Marks & Desc

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5a. HBL – Other

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5a. HBL – Finished

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

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5b. HBL – Copy from SO

This HBL data will be lost when you click Yes.

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

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5b. HBL – Copy from SO

Click RETURN

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5b. HBL – Copy from SO Finished

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6. Gen MBL

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6. Gen MBL

Click SEARCH after input the vessel

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6. Gen MBL

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6. Gen MBL

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6. Gen MBL – Finished

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7. InvoiceSelect INVOICE from MENU

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

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7. Invoice

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7. Invoice

Page 37: Logistics Enterprise Sea Operation Quick Start

8. Cost

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

Select COST from MENU

Page 38: Logistics Enterprise Sea Operation Quick Start

8. Cost

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8. Cost

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9. Agent InvoiceSelect AGENT INVOICE from MENU

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

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9. Agent Invoice

Page 42: Logistics Enterprise Sea Operation Quick Start

9. Agent Invoice

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9. Agent Invoice

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9. Agent Invoice

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Report

1. Manifest

2. Profit and Loss

Page 46: Logistics Enterprise Sea Operation Quick Start

1. Manifest• Export Job-select from short cut

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

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1. Manifest - print

• Click print

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1. Manifest - preview

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

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

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1. Manifest-phone book

• Click the button as below: magnifier & phone book

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1. Manifest-phone book

• Search from phone book

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1. Manifest-finished

• Can email, fax or send alert

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2. Profit and Loss

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

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2. Profit and Loss-Preview

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2. Profit and Loss-Preview

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

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2. Profit and Loss-email

• Email can choose from phone book

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

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

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Sea Import Process

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

2. HBL – Record import HBL information,

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1.JOB

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1. JobSelect JOB PREFIX

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

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2. HBLSelect HBL from Menu

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

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2. HBLNEW HBL:

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2. HBL – General

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2. HBL – Address

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2. HBL – Container

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2. HBL – Marks & Desc

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2. HBL – Other

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2. HBL – Finished

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Report

1. Manifest

2. Profit and Loss

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1. Manifest• Import Job-select from short cut

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

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3. Manifest - print

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3. Manifest - finished

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