Shipment Stage¶
What is Stage?¶
Stage represents which step shipment is at in transport process.
Common stage examples:
Booking - Booking space with shipping line/airline
Documentation - Preparing documents
Customs Clearance - Clearing customs
In Transit - In transport
At Destination - Arrived at destination port
Delivery - Delivering cargo
Completed - Completed
Cancelled - Cancelled
Stages help:¶
Track progress easily: Know immediately where shipment is at
Assign tasks: Each stage handled by different department
Report KPIs: Measure time of each stage, find bottlenecks
How to Create Stage¶
Access Freight Forwarder > Configuration > Other > Shipment Stages
Click Create
Fill in information:
- Stage Name:
Clear descriptive name
Example:
Booking,In Transit,Customs Clearance- Sequence:
Sorting order number (smaller is earlier)
Example: Booking = 10, In Transit = 20, Completed = 100
- Fold:
Tick if this stage is considered “finished” (Completed, Cancelled)
Tip
Design stages according to actual workflow
Should not have too many stages (maximum 7-10). Only create IMPORTANT stages you need to track.