CHAPTER 5: CONSOLIDATION
CONSOLIDATION FUNCTION
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Tips
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Consolidation and de-consolidation functions are only available in
Forwarder platform.
5.1 CONSOLIDATION
5.1.1
CONSOLIDATE SHIPPING ORDER
This system enables forwarder to create a Master Shipping Order to
Carrier by consolidating various House Shipping Orders received from
Exporters.
1. Us er c a n s im ply c li ck ‘SO C ons o lid at i on ’ u n d e r ‘S e ar c h ’
men u t o s earch an d s e lec t v ar i ous I nbox H ous e Shippi ng
Orders , and t he n c lic k ‘Co ns olid at e ’ b ut t o n t o p r oc e e d .
(Please ref er t o s ect ion 2. 8. 2 f or det ails )
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2. Then a sy s t em loading s cr een pops up.
3. Af t er a w hi le, a c on s o li d a t e d M as t er Sh ip p in g O r d er is
op ene d a nd t he s ys t em loa ding s cr e en is clos ed
aut omat ically .
Tips
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In the opened Master Shipping Order, some data are preloaded to the
form automatically. These include:
- shipper information
- shipping agent information
- common fields of notify party information, consignee information
and shipment details
- goods items details
- container details
4. Us er may edit t he c ont ent of t he Mas t er Shipping O r der .
5. I n t he Mas t er Sh ippi ng Order f orm, us er c an cons ol id at e
go ods it e ms in ot her H ous e S hip ping Ord er s imply by
cl ic k ing t he ‘A d d S ear ch ’ b ut t on ( loc at ed in Goods I t ems
I nf or mat ion s ect ion) .
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6. On c l i ck t he ‘A dd S ea r c h ’ b ut t on, a s ea r c h c r it e r ia s cr e e n
po ps up. Us er ca n i n p ut s ea r c h c r it e r ia f or s ear c hi ng t he
des ir ed Hous e Shipping O r der ( s ) .
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7. By c lick in g t he ‘S ear ch ’ but t on, m at c hed doc ume nt s ar e
lis t ed under neat h.
8. Us er m ay click t he de sir ed H ous e S hippi ng O r d er ( s ) t o be
cons o lid at ed and c lic k OK but t on. The go ods it ems of
t hos e s e lec t ed doc u ment (s ) ar e a dded t o t he Mas t er
Shipping O r der f or m.
Tips
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By using the ‘Add Search’ button, only the goods items of the selected
House Shipping Order(s) will be loaded to the Master form.
9. Af t er m odif ic at ion, u s e r ca n s av e/ pr in t / p r ev iew & s e n d
t he Mast er Shipping Order. (Pleas e ref er t o Chapt er 4)
5.2 DE-CONSOLIDATION
5.2.1
CREATE HOUSE DRAFT BILL OF LADING /
FORWARDER CARGO RECEIPT BY DE-CONSOLIDATION
The system enable Forwarders to create House Draft Bill of Lading /
Forwarder Cargo Receipt to various Exporters by de-consolidating a
Master Draft Bill of Lading / Sea Waybill received from Carrier.
De-consolidation function helps Forwarders to reply draft bill of lading
/ forwarder cargo receipt to corresponding House Shipping Order from
various Exporters with a faster and easier mean.
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5.2.1.1
Open consolidation summary window
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In the Inbox, there are two ways to de-consolidate a Master Draft Bill
of Lading / Sea Waybill: i) click red diamond or ii) click ‘Create House
BL/FCR’ button.
1. Us er c an dir ec t ly c lic k t he red diam o nd t o ope n a
cons o lid at ion s umm ar y pop u p w ind ow . (please go t o s t ep
4)
2. Us er ca n op en t he Mas t er Dr af t B ill of La di ng / S ea
W ay bi ll (by c l ic ki ng t he b lu e link u nder c ol um n h eadi ng
‘Det ails / Sender’) .
3. Click ‘C r eat e Hous e B L/ FCR’ but t on.
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4. E it her m et h od ( i) or ( ii) , a c o n s o li d a t io n s um ma r y w in do w
w ill pop up as below :
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5.2.1.2
Manipulate consolidation summary window
In the consolidation summary window, it lists out all the House
Shipping Orders of which consolidated as the Master Shipping Order.
User can prepare House Draft Bill of Lading/ Forwarder Cargo Receipt
to Exporters by following steps:
1. Selec t a bu llet under t he red colum n he ad in g ‘Cr eat e
HB L/ FC R ’. ( H BL = H ous e Dr af t Bi ll of Lading, FC R =
For w a r der Car go Receipt )
2. For example, a Hous e Dr af t Bill of Lading is select ed.
3. Sy st em loading mes s age pops up ins t ant ly .
4. Th e H ous e Dr af t B ill of Ladin g w ill be o pe ne d. Th e s y st em
load in g mes s a ge p op u p w in dow s w il l b e c los ed
aut omat ically .
Tips
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House Draft Bill of Lading is generated with data preloaded from
House document and Master document.
Data preloaded from House Shipping Order:
- goods items details
- container details
- trading partners details (e.g. consignee and notify party, if any)
- shipper information
- shipping agent information
Data preloaded from Master Draft Bill of Lading / Sea Waybill:
- shipment details
- forwarding agent reference details (if any)
5. Us er c an e d it t he Hous e Dr af t Bil l of Lad ing ex c ept t he
Shipping Agent EDI addr es s.
6. Af t er m odif ic at ion, us e r ca n s av e/ pr in t / p r ev iew & s e n d
t he Hous e Dr af t Bill o f L ad in g. ( Ple a se r ef er t o Ch a pt er 4 )
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5.2.1.3
Features of consolidation summary window
In the consolidation summary window:
1. Ho us e doc ume nt s t hat have bee n s ent ar e mark e d w it h a
t ic k under t he r ed c olumn heading ‘HBL/ FC R’.
2. I f a hous e doc um ent is cr e at ed and se nt , t he n it s radio
but t o n un der colu mn he ad in g ‘Cr e at e H BL/ FCR ’ w ill be
remov ed.
3. Af t er a Ho us e Dr af t Bill of Lad ing / Fo rw ar der Car go
Rec e ipt is c r eat e d, u ser m ay cl ic k ‘R ef r es h ’ but t on t o
up dat e t he s t at us in t he c onso lidat ion su m mary w in dow
( i. e. colu mn ‘H B L/ F C R ’ w il l be mar k ed w it h a t ic k w hile
t he bullet un de r c o lum n ‘C reat e H B L/ F CR ’ w ill be
remov ed. )
4. Co ns ol idat ion s um m a r y w ill b e
aut om at ic a lly if us er c loses t he
pr eparing t he house doc ument .
up dat e d an d s av ed
s um m ar y half w ay of
5. I f all hous e doc um e nt s hav e b een c r e at e d an d s ent , t hen
t he red d iam ond of Mast er doc u ment (in I nbox ) w ill be
changed t o blue.
Tips
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If a house document is created and saved as draft, user will be
prompted with the following message in next time when he tries to
create that house document again from consolidation summary.
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User will be alerted that the house document is already existed in draft
box. He will be asked if he wants to create a new house document or
open the draft house document.
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When house document in draft box is sent, that house document is
considered as completed. That house document will be marked with a
tick in the consolidation summary automatically.
If user chooses to create and send a new house document, then the
house document in draft box is no longer treated as a house
document. It will be considered as a normal document.
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