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Supply chain¶
- Inventory
- Overview & Configuration
- Warehouse Management
- Product Management in Inventory App
- Warehouses
- Incoming Shipments
- Delivery Orders
- Miscellaneous Operations
- Receipt Plan
- Lots and Serial Numbers
- Inventory Valuation Methods
- Shipping
- Advanced Routes
- Inventory Reports
- Foreign Trade
- Manufacturing
- Manufacturing App Overview
- Product Management in Manufacturing App
- Manufacturing Process Management
- Manage Manufacturing process in Viindoo
- Manage Loss components in Manufacturing
- Manage By-products in Manufacturing
- Create and use Alternative Work Centers
- Introduction to Subcontracting in Viindoo
- Manage subcontracts in the manufacturing process
- Approving Subcontracting request
- The Subcontracting Settlements and Reports
- Steps to configure unbuild orders in Viindoo
- Steps to configure scrap orders in Viindoo
- Manufacturing Plan
- Manufacturing Reports
- Purchase Management
- Purchase App Overview
- Product Management in Purchase App
- Purchase Process Management
- Payment for Purchase orders
- Purchase Reports
- Product Lifecycle
- Quality Management
- Freight Forwarding Management
- Browse by role
- Overview
- Dashboard and Reports
- Common scenarios
- Transport Modes
- Recommended reading order
- Sea Freight
- Export a full container load by sea
- Before you start
- Step 1: Confirm the export shipment
- Decide the carrier coverage
- Step 2: Book the carrier
- Step 3: Move the containers from empty pickup to gate-in
- Step 4: Load the containers and issue the House Bill of Lading
- Step 5: Invoice the customer and check the gross profit
- Known limitations
- Troubleshooting
- Import a full container load by sea
- Before you start
- Step 1: Create and confirm the shipment
- Step 2: Record the bill of lading, vessel and notify party
- Decide: Original HBL or Telex Release
- Step 3: Send the Arrival Notice
- Step 4: Move the container from Arrived to Empty Returned
- Step 5: Invoice the customer and check gross profit
- Known limitations
- Troubleshooting
- Consolidate LCL export shipments under a master
- Before you start
- Decide when to consolidate
- Step 1: Consolidate the three houses into a master
- Step 2: Confirm the master and book Wan Hai Lines
- Step 3: Receive cargo at the CFS
- Step 4: Add the container and load the three houses’ packages
- Step 5: Submit VGM and move the container to the vessel
- Step 6: Issue each house’s HBL
- Known limitations
- Troubleshooting
- Deconsolidate an LCL import master into house shipments
- Before you start
- Step 1: Confirm the master is ready to deconsolidate
- Step 2: Deconsolidate the master into 4 houses
- Step 3: Unstuff the container and record the Outturn Report
- Decide: wait for payment before issuing the D/O
- Step 4: Send the Arrival Notice and issue the D/O to each consignee
- Step 5: Release cargo, return the empty container and close the master
- Known limitations
- Troubleshooting
- Export a full container load by sea
- Air Freight
- Air Freight Export (Direct)
- Air Freight Import (Direct)
- Air Consolidation (LCAF)
- Road Freight
- Road Freight Export
- Road Freight Import
- Sea Freight
- Recommended reading order
- Shipment Operations
- By task
- Booking
- Book carrier space for a shipment leg
- Before you start
- Step 1: Open the Create Booking wizard
- Decide the carrier coverage
- Step 2: Confirm the carrier and the coverage
- Step 3: Create the booking
- Step 4: Print the Booking Request and send it to the carrier
- Step 5: Mark the booking as Requested, then as Confirmed
- Known limitations
- Troubleshooting
- Book carrier space for a shipment leg
- Cargo & Packages
- Declare cargo, packages and containers
- Before you start
- Step 1: Declare the cargo line
- Decide how to build the packages
- Step 2: Split the cargo into packages per container
- Step 3: Record the real container and seal numbers
- Step 4: Update the actual packed quantity if it differs from the plan
- Step 5: Print the Packing List and hand off to Documentation
- Known limitations
- Troubleshooting
- Clicking “Distribute Evenly” shows “Select at least one package before distributing cargo.”
- Clicking “Apply Loading Plan” shows “Each loading line must be assigned to a container before submit.”
- Cannot mark a container Empty Picked or Stuffed on the container-execution page
- Editing a Package’s Package Type shows “Packages assigned into a container must use non-container Package Types.”
- Declare cargo, packages and containers
- Container Execution Milestones
- Track container milestones from empty pickup to return
- Track LCL package milestones
- VGM (Verified Gross Mass)
- Rollover / Not Loaded (Container Exception)
- Handle rolled-over and not-loaded containers
- Before you start
- Decide: Rolled Over or Not Loaded
- Step 1: Record the container exception
- Step 2: Update the booking with the new schedule
- Step 3: Notify the customer and recheck every cutoff
- Step 4: Keep containers off “Loaded” until they really sail
- Step 5: Clear the exception once the containers have actually sailed
- Known limitations
- Troubleshooting
- Handle rolled-over and not-loaded containers
- Tracking
- Log tracking updates and notify the customer
- Before you start
- Step 1: Log the booking confirmation and notify the customer
- Step 2: Record the departure and tell the customer
- Decide when to proactively notify vs. let the customer check the portal
- Step 3: Update the customer when the ETA slips
- Step 4: Log the arrival and close the tracking log
- Known limitations
- Troubleshooting
- Log tracking updates and notify the customer
- Booking
- By task
- Documents
- Select an article by situation
- Document Management
- Issue an HBL or send an Arrival Notice
- Document Requests
- Request documents and prepare the SI and draft B/L
- Before you start
- Step 1: Build the checklist and request documents from the customer
- Decide who is asked to prepare it
- Step 2: Prepare the Shipping Instruction
- Step 3: Get the SI approved before it leaves the company
- Step 4: Send the SI to the carrier before the cutoff
- Step 5: Prepare and track the draft B/L
- Step 6: Reconcile and approve the draft B/L
- Known limitations
- Troubleshooting
- Request documents and prepare the SI and draft B/L
- AI Document Parsing
- By task
- Common scenarios
- Fill a booking or shipment from a document with AI
- Before you start
- Step 1: Open the Import from Document wizard
- Step 2: Choose the document type, AI provider and upload the file
- Step 3: Analyze the document
- Step 4: Cross-check the extracted fields, containers and cargo
- Decide what to do with a Low-confidence or Not-found field
- Step 5: Apply the data to the shipment
- Step 6: Save the original file to the shipment’s record
- Known limitations
- Troubleshooting
- Set up AI providers and freight document templates
- Fill a booking or shipment from a document with AI
- Common scenarios
- By task
- Document Management
- Select an article by situation
- Commercial
- By need
- Common scenarios
- Rate Management
- By task
- Common scenarios
- Maintain carrier rates and vessel schedules
- Common scenarios
- By task
- Freight Quotation
- By task
- Common scenarios
- Quote a full container load for sea export
- Before you start
- Step 1: Create the quotation and add the ocean freight line
- Step 2: Select the sailing schedule
- Decide the FCL service scope
- Step 3: Apply the quote
- Step 4: Check margin before sending
- Step 5: Send the quotation
- Step 6: Confirm when the customer agrees
- Known limitations
- Troubleshooting
- Quote several container types in one FCL shipment
- Before you start
- Decide how many container types to combine
- Step 1: Add one order line per container type
- Step 2: Search for complete sailings
- Step 3: Compare against the single-type alternative
- Step 4: Apply the quote and set the markup for each container type
- Step 5: Send the quotation
- Step 6: Confirm and hand off to Operations
- Known limitations
- Troubleshooting
- Quote an LCL shipment by volume and weight
- Before you start
- Step 1: Start the LCL quotation
- Step 2: Search and select a sailing rate
- Step 3: Fill cargo basis and check the billable W/M
- Step 4: Apply the quote and review local charges
- Step 5: Send the quotation and confirm after acceptance
- Decide the LCL service scope
- Known limitations
- Troubleshooting
- Keep a sales order and its shipment in sync
- Quote a full container load for sea export
- Common scenarios
- By task
- Subcontract Booking
- Buy subcontracted services with purchase orders
- Before you start
- Step 1: Configure the subcontract service product
- Step 2: Create the separate VND trucking quotation
- Step 3: Confirm the trucking order
- Decide how to raise the purchase order
- Step 4: Generate the PO for the ocean freight booking
- Step 5: Trace each PO from the record that owns it
- Step 6: Confirm the POs and create the vendor bills
- Known limitations
- Troubleshooting
- Buy subcontracted services with purchase orders
- Charges & Shipment Profitability
- Charges and Profitability
- When to use this guide
- Understanding the four charge types
- Step 1: Open the Charges tab and review existing lines
- Step 2: Add remaining charge lines
- Step 3: Handle multi-currency charges
- Step 4: Generate the customer invoice draft
- Step 5: Generate the vendor bill draft
- Step 6: Check payment status and invoice reconciliation
- Step 7: Verify final gross profit
- Troubleshooting
- Charges and Profitability
- On-Behalf Payments
- Common scenarios
- On-Behalf Payments
- When to use this guide
- Distinguishing a normal charge from an on-behalf payment
- Step 1: Mark on-behalf lines on the sales order
- Step 2: Record the payment made or the third-party document
- Step 3: Verify on the shipment and invoice
- Step 4: Track recovery from the customer
- On-behalf payments in sea import
- Troubleshooting common situations
- Final checkpoint
- On-Behalf Payments
- Common scenarios
- Rate Management
- Common scenarios
- By need
- Projects & Customers
- By customer service objective
- Freight Project & Tasks
- Common scenarios
- Run shipment tasks in a project
- Before you start
- Decide whether to open a new project or reuse one
- Step 1: Open the project from the confirmed order
- Step 2: Assign each task to the right person and set a deadline
- Step 3: Log the hours actually worked on each task
- Step 4: Watch task progress across several shipments at once
- Step 5: Act when a task is at risk of missing its cutoff
- Step 6: Close tasks as the real work finishes
- Step 7: Review total hours to gauge internal workload
- Known limitations
- Troubleshooting
- Run shipment tasks in a project
- Common scenarios
- Customer Tracking Portal
- Common scenarios
- Let customers track shipments on the portal
- Common scenarios
- Freight Project & Tasks
- By customer service objective
- Freight forwarding glossary
- Configuration
- By task
- Grant freight access by role
- Turn on freight features in Settings
- Set up master data in the right order
- Set up carriers, agents, ports, airports and border crossings
- Set up HS codes, dangerous goods, cargo types and Incoterms
- Configure shipment stages, types, tags, package and truck types
- Set up freight services and local charges
- Define routes and generate freight products from them
- Start a shipment from a template
- Before you start
- Decide whether to apply a template
- Step 1: Open a draft shipment
- Step 2: Open the Apply Scenario Template dialog
- Step 4: Apply and check the result
- Step 5: Fill in what the template cannot know, then Confirm
- For Administrators: build a company template
- Known limitations
- Troubleshooting
- By task
- Browse by role