You are viewing the documentation for version 18.0.
See this page in the latest version (19.0) →
Supply chain¶
- Inventory
- Overview & Configuration
- Warehouse Management
- Product Management in Inventory App
- Warehouses
- Incoming Shipments
- Delivery Orders
- Miscellaneous Operations
- Planning
- How to plan receipts, deliveries and production with lead times
- Lots and Serial Numbers
- Inventory Valuation Methods
- Shipping
- Advanced Routes
- How to use routes and pull or push rules to supply a location
- How to move goods between warehouses with an internal transfer
- How to organize cross-docking in a warehouse
- How to configure putaway rules in a warehouse
- How to limit what a location holds with storage categories
- How to choose which goods leave first with removal strategies
- Inventory Reports
- How to read the real-time stock reports
- Which report should I open?
- How do I see the stock of each product?
- How do I see where products are stored?
- How do I see what moved?
- How do I measure the performance of receipts and deliveries?
- What do I get when I also install accounting?
- What should I see when it works?
- Common problems
- Version notes
- How to print the Vietnamese legal stock reports
- How to print the Vietnamese warehouse vouchers
- How to read the product forecast report
- How old is my stock?
- How to read the real-time stock 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
- FCL Export
- When to use this guide
- Process overview
- Step 1: Create and confirm the shipment
- Step 2: Create the carrier booking and record cutoffs
- Step 3: Add containers, cargo, and the loading plan
- Step 4: Update container milestones
- Step 5: Prepare the HBL/SI and record the B/L release
- Step 6: Review charges, invoices, bills, and gross profit
- Quick decision table
- End-of-shipment checklist
- Troubleshooting common issues
- FCL Import
- When to use this guide
- Process overview
- Step 1: Create and confirm the shipment
- Step 2: Record the B/L, container, and cargo
- Step 3: Review charges and send the Arrival Notice
- Step 4: Track the vessel arrival, clear customs, and collect the D/O
- Step 5: Pull the container and return the empty
- Step 6: Create invoices and bills, and verify gross profit
- Quick decision table
- Troubleshooting common issues
- LCL Export (Consolidation)
- When to use this guide
- Two-tier data structure
- Process overview
- Step 1: Create a house shipment per shipper
- Step 2: Consolidate into a master and book the carrier
- Step 3: Receive cargo at CFS and stuff the container
- Step 4: Submit VGM, gate-in, and start transit
- Step 5: Issue HBLs, record the MBL, and verify financials
- Quick decision table
- End-of-shipment checklist
- Troubleshooting common issues
- LCL Import (Deconsolidation)
- When to use this guide
- Master and house: what each record manages
- Process overview
- Step 1: Create the master and record the MBL and container
- Step 2: Review charges, start transit, and record vessel arrival
- Step 3: Collect the master D/O, haul to the CFS, and deconsolidate
- Step 4: Devan the container and confirm the Outturn Report
- Step 5: Process each house at the CFS
- Step 6: Return the empty, set done, create invoices and vendor bills
- Quick decision table
- Troubleshooting common issues
- FCL Export
- 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
- Carrier Booking (Sea)
- Container Execution Milestones
- VGM (Verified Gross Mass)
- Rollover / Not Loaded (Container Exception)
- 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: Upload the file and check the document type and AI provider
- 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 & Finance
- By need
- Common scenarios
- Rate Management
- Freight Quotation
- By task
- Common scenarios
- Freight Quotation
- When to use this guide
- Process overview
- Step 1: Create the quotation and add a freight service line
- Step 2: Select sailing schedule and rate
- Step 3: Apply the selected quote to the sales order
- Step 4: Check margin before sending to the customer
- Step 5: Confirm the quotation and create the shipment
- Step 6: Hand off to Operations
- Notes for LCL quotations
- Troubleshooting common situations
- Final checkpoint
- Freight Quotation
- 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
- Subcontract Booking
- Subcontract Booking
- Prerequisites
- Quick process reference
- Step 1: Configure the subcontract service product
- Step 2: Create the sales order with a subcontract line
- Step 3: Confirm the sales order and check the PO
- Step 4: Verify the PO on the booking
- Step 5: Confirm PO and send to vendor
- Step 6: Create the vendor bill from the PO
- Audit trail
- When to use Generate PO manually
- Troubleshooting common situations
- Subcontract Booking
- Projects & Customers
- By customer service objective
- Freight Project & Tasks
- Common scenarios
- Run shipment tasks in a project
- Before you start
- Decide where a shipment’s tasks come from
- Step 1: Open the tasks of the shipment
- 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
- Industry Glossary
- Browse by role