ecellerate Booking Module This manual provides a general overview of the IES ecellerate Booking module. The Booking module is designed to receive electronic bookings, to manually input Booking information and/or to manage Purchase Orders various formats. In general, the Booking application is typically used by Origin to attach Purchase Orders onto containers for ocean shipments or to attach Purchase Orders on air bills for air shipments. System Requirements Microsoft Internet Explorer 7.1 or later Internet connection (high speed recommended) Microsoft Excel (installed locally) Adobe Reader 8.1 or later (installed locally) Accessing the Booking Module After logging on to the ecellerate application, the Welcome Screen will appear in your browser. The Welcome Screen provides top level user name information and a left hand side Navigation Menu. The Navigation Menu consists of the modules that have been activated by your account administrator. IES: The Software Solution for the Future of Freight Page 1
Booking Dashboard To display the Booking Dashboard, click on the underlined Booking menu item from the Navigation Menu. Next, then click on the Dashboard sub menu item. The Booking Dashboard, as displayed above, is designed to present a general overview of data recently entered by the Shippers/Manufacturer or the Export Forwarder/Origin Agent. In the above example, the default Booking Dashboard view returned three booking records. The first booking, number 555KBG2, was created using a Template specifically designed for this Consignee Shipper pairing (more about Templates later). The remaining two bookings have been turned into shipments. The underlined shipment hyperlink brings the user to the shipment created from this booking. When changed into a shipment, bookings are preserved as read only information only for historical reference purposes. IES: The Software Solution for the Future of Freight Page 2
Field Definitions Mode Type Booking Number Consignee Manufacturer/Shipper Status An icon is displayed for quick visual reference. An ocean vessel is used to indicate Ocean, while an airplane is used to denote an Air booking A booking is designated as an Import for bookings that will become inbound shipments while the term Export is used to indicate bookings that will become outbound shipments. The number used to identify the Booking The name of the Buyer/Consignee of the goods The name of the Shipper/Manufacturer of the goods to be managed. Bookings proceed through a progression of statuses. The initial default stage of a booking is New. IES: The Software Solution for the Future of Freight Page 3
Booking Summary Screen The Booking Screen serves as a gateway to information associated with the booking. Essential summary information is available at a glance including associated dates, header information and more. IES: The Software Solution for the Future of Freight Page 4
Booking Statuses The booking status is displayed on the Booking Summary Screen as well as the Booking Dashboard. Rejected Approved Accepted Confirmed Complete The Booking has been rejected by the Supplier or Agent. The consignee should then review any associated notes, review and adjust the booking or respond to the agent as needed. The booking has been authorized by the agent for review by the Import Forwarder or Consignee The PO has been acknowledged as good by the Import Forwarder or Agent and processing is approved to continue. A Booking has been confirmed by the carrier and space is available on the Vessel. Booking completion and shipment creation follow this step. A booking that has already been confirmed with the carrier and changed into Shipment and/or an ISF filing. IES: The Software Solution for the Future of Freight Page 5
Updating Booking Statuses One of the more important functions of the Booking Header Buttons, with the exception of adding associated booking information, is to change the status of a booking. Please note that not all header buttons will be visible at every stage in the booking processes. The buttons dynamically appear depending on booking stage. Header Buttons Validation Messages The ecellerate application checks for errors both during data entry and at each stage in the Booking to Shipment process. The following are two notes on types of validation: Note 1 Note 2 Specific error checking for changing a Booking into an ISF may occur and cause you to add or fix certain fields in order to proceed. Please see the separate ISF Documentation for requirements to successfully file ISF filing with CBP. Specific error checking for changing a Booking Into a Shipment IES: The Software Solution for the Future of Freight Page 6