LIVE User Guide for Freight Forwarders, Customs Brokers, Importers & Exporters

Transcription

1 LIVE User Guide for Freight Forwarders, Customs Brokers, Importers & Exporters

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3 Table of Contents 1. Introduction 3 2. Admin Company Delivery Addresses Transporters Add New Transporter Roles Add New Role Users Add New User 7 3. Operations Book Import Book Export Vessel Schedule & Ports of Operations Delivery Date / Time Collection Advice Inquiry View Imports View Exports Saving Layout & Customisation Filtering Legend Filter Criteria Import & Export Criteria Order History Frequently Asked Questions Definitions 15 P a g e 2 15

4 1. Introduction is a new, innovative and interactive website that will allow you to obtain real time information in relation to your container movements. Some features of LIVE@containerchain are; The ability to enter orders, upload and view documents, and obtain real time updates of every movement from any LIVE-enabled carrier in Australia Accurate demurrage tracking and an alert system to tell you when any container you have in the system has a problem coming up (detention, demurrage, no timeslot, not on time etc) Links to the new Driver app that every truck will use to manage their jobs, including instant online POD s and truck tracking An ability to add new transport companies via the system, similar to adding a friend on social media. Complete integration with the Containerchain empty container park notification system for accurate dehire and pickup info in real time Fig 1.1- Live Freight Forwarder View Dashboard Click on the LIVE@CONTAINERCHAIN banner to return to the home screen. If you have any queries, please contact our Support Team on P a g e 3 15

5 2. Admin 2.1 Company Profile The company profile tab under Admin > Company profile, allows users to setup basic company information. This tab includes information such as: Demurrage Rules Account ID Trading as Account Type Company Addresses Ports of operation Users can setup individual demurrage rules for various shipper / consignee combinations. To do this: 1. Click the admin tab 2. Click Company 3. Click Demurrage Rules 4. Click Add Rule 5. Enter desired demurrage settings: 5. Once finished, click Add. P a g e 4 15

6 2.2 Delivery Addresses The delivery addresses tab of Live allows users to add their favourite delivery addresses and contact details. This is especially useful for Freight Forwarders, who may have special delivery addresses that are not in SENSIS data, or are newer than SENSIS last update. Custom addresses added through the book import / book export screens, will appear on this list also. 2.3 Transporters This screen allows users to view transporters who they want to establish a relationship with. In Live, a relationship is defined as a connection between Freight Forwarder (or importer / exporter) and Transport Company, which allows said transporter to receive jobs from said Freight Forwarder. Statuses of relationships are as follows: Active - Transporter has accepted Freight Forwarders request to be in a Live relationship. This status allows jobs to be sent to transporter. Pending - A request has been sent by the Freight Forwarder to the transporter, but the transporter is yet to respond. Rejected - The transporter has rejected the application to be in a Live relationship with the sending Freight Forwarder. This status does not allow the requesting Freight Forwarder to send jobs to the recipient transport company Add New Transporter If a Freight Forwarder wishes to establish a Live relationship with a transporter, they may do so by selecting add new transporter, and then selecting the appropriate transporter from the dropdown list. The user can then establish a nickname for the transporter. Once the save button has been hit, the selected transporter will appear as having the status of pending in the transporters page. P a g e 5 15

7 2.4 Roles Roles specify the various user access rights of an account. Primarily, roles allow the account administrator to tailor various roles, via the allowance and disallowance of permissions, based on the job role. Once roles are established, setting up users becomes a significant amount easier, through allocating permissions to user groups, rather than individual users. An example: Add New Role a. Click the Add Role button b. Assign the role a name. c. If you would like to base the role on another profile, select the profile that you would like to partially mimic. d. Use the > and < buttons to disable and enable features, respectively. e. Set the role to active P a g e 6 15

8 2.5 Users Add User 1. Click the Admin menu 2. Click Users 3. Click Add User 4. The following screen should appear: 5. Enter relevant details 6. Click Add 7. Click Activate to activate user 8. Reset Password to desired password. P a g e 7 15

9 3. Operations 3.1 Book Import This screen allows users to book an import for a transport company of whom they have established a relationship with. To book an import, simply: a) Enter relevant fields b) Enter container c) Attach any documents you desire. NB: These documents can be dragged and dropped. d) Tick the disclaimer box e) Hit Book f) This will prompt you to with a number of options 3.2 Book Export This screen allows users to book an import for a transport company of whom they have established a relationship with. a) Enter relevant fields b) Enter container c) Attach any documents you desire d) Tick the disclaimer box e) Hit Book f) This will prompt you to with a number of options P a g e 8 15

10 3.3 Vessel Schedule & Ports of Operation The vessel schedule in the Book imports and Book exports screens, is subject to that of the port of operation, setup in Live. The port of operation will determine which feed freight forwarders see when entering vessel details. Vessel schedule shown below: 3.4 Delivery Date / Time This field allows users to specify what date and time they would like to drop off the specified Full container. This allows users to select dropoff times in 15 minute intervals, or morning, anytime or afternoon. Delivery date and time screen shown below: P a g e 9 15

11 3.5 Collection Advice This field allows users to specify what date and time they would like the container collected from the delivery site. This allows users to select collection times in 15 minute intervals, or morning, anytime or afternoon. Collection date and time screen shown below: If collection date is not known at the time of entering the booking, user can enter Collection Date later. Find the appropriate container number and click on the container number. On Transport tab, choose appropriate date and time for collecction P a g e 10 15

12 4. Inquiry 4.1 View Imports The view imports tab under inquiry allows users to view all active imports, at their various stages within their journey. 4.2 View Exports The view exports tab allows users to view all active export jobs, with relevant information displayed. 4.3 Saving Layout & Customisation Users can save the layout of their view imports and view exports screen, via the following steps: 1. Enter the View Imports or View Exports screen 2. Drag columns to desired position. 3. Click Remember column history To refresh columns, click Reset Column order P a g e 11 15

13 4.3.1 Filtering Both the view imports and view exports screens allow users to filter the above mentioned criteria, in order to generate a grid that only shows their desired information. To customize view imports and view exports screen: 1. Click View imports or View Exports 2. Click any dropdown menu, as follows: 3. Hover over the Columns tab. 4. Tick / Untick desired columns Legend A legend is available in the View Imports and View Exports screens. This defines what the various colours in these screens signify. Legend shown below: P a g e 12 15

14 4.3.3 Filter Criteria Both the view import and view export screens allow users to filter information via the following: Customer Ref No Release Number Empty Park Shipping Line Transporter Container No Shipper Booking Date Booking Accepted Vessel/Voyage Vessel ETD Vessel Recieval Date Vessel Cut-off Date Days to Vessel Cut-off Terminal In Empty Park Out of Empty Park Total time in empty park Delivery Type Delivery Address Delivery Required Date Door Position Filter Criteria In Customer Premise Out of Customer Premise Delivery Total Time on Site Delivery EIR Collection Required Collection Advice Requested Collection Advice Acknowledged In Customer Premise Pickup Out of Customer Premise Pickup Total Time on Site Pickup Truck in Terminal Truck Out Terminal Total Time in Terminal Delivery Terminal Time Slot Delivery Terminal Ref No ISO Code Seal No Gross Weight (kg) Container Status Container Remark Order Remarks 4.4 Order History Order history allows user to search for a previous order, by criteria such as Order number, container number, customer reference, shipper / consignee, transporter or release number. Order status and date to / from can also be searched. P a g e 13 15

15 5. Frequently Asked Questions 5.1 My user has been created, however I am unable to login to Live@containerchain.com - Please ensure user is activated and their password has been reset 5.2 I want my user to be created with only certain access rights, rather than full administrator rights. Is there any way that I can ensure this? - In order to provide varies access, roles must be created in order to reflect various access rights within Live - To create a role: 1. Click admin tab 2. Click roles tab 3. Click add role 4. Allowed desired access for user 5.3 The account that I want to setup a user for is not showing up under Accounts > Account type > Search. Why is this happening? - The account may not be a Freight Forwarder, but an Importer / Exporter instead. Try selecting Importer / Exporter under account type. 5.4 A user has requested that I reset their password. How do I do this? - To reset a user s password, enter Accounts > Account type > Search. Once you have found the user s account, click view, and then click reset. 5.5 I want to be able to add a group of users, all with identical permissions. Do I have to enter their permissions one-by-one? - Live has the ability to create roles which embody identical permissions and access rights, for easy selection when creating users. Refer to the role creation section, followed by the user creation section. P a g e 14 15

16 6. Definitions Accounts - There are different account types for each of the below industry participants: Importers / Exporters Freight Forwarders Empty Parks Container Terminals Shipping Lines / Shipping agents Transporters Administration (Containerchain Internal) Admin - Administration settings. Book Import - Allows Freight Forwarders and importers / exporters to enter import orders into Live. Book Export - Allows Freight Forwarders and importers / exporters to enter export orders into Live. Company - Company profile. Allows setup of address, demurrage rules and port of Operations. License Types - Shows all license types, with access rights. Order History - Allows user to view history of orders of different statuses. Allows filter by date range. Roles - Allows establishment of various roles such as admin. Transporters - Users - Allows user to request relationship with transporters Shows all users created for an account. Vehicles - Allows addition of new vehicles View Exports - View Imports - Allows user to view dashboard, with only exports showing. Allows user to view dashboard, with only imports showing. P a g e 15 15