Creating a New Booking
The Booking is created in cieTrade.net as a record of the information obtained from the steamship line. You can also generate documents from the Booking such as the Bill of Lading Instruction, Booking Instruction, Commercial Invoice, and Packing List. This section discusses how to create a new Booking in the system from the information provided to you.
To create a new Booking:
Use the Quick Create ( +) button on the Bookings tab or click +New Booking in the Booking Inquiry. This will open a new Booking form (see below).
In the new Booking form, enter the Booking number in the Booking No. field. Make sure the booking number is correct before the Booking is saved. Once it is initially saved, the Booking number cannot be changed.
Booking Date will automatically populate with today's date. It defines the date for the Booking, this is useful when searching for a Booking. The Booking Contact is an optional field you can enter for additional information on who to contact regarding the shipment of the goods.
You can either click on the pencil next to Invoice No to autogenerate a unique and sequential commercial invoice number, or you can enter your own invoice number.
The Order No. field displays a related sales order for which the Booking is directly created. You can also lookup the Sales Order by clicking on the Magnifying Glass icon and selecting a Customer.
Carrier
The Primary carrier on the Booking is the shipping line in which these containers are being transported. This is a required field.
If you have an Initial carrier and/or a freight Forwarder, you have the option to select these on the Booking.
Type indicates how the materials will be shipped, whether it is in a Container or it's Break Bulk.
Freight Rate is the rate that the carrier is charging you for the ocean freight.
Contract Reference is the contract number that you have with the carrier for the freight rate.
Quantity / Size is the number of containers on this Booking and the size of each container.
Cut-Off Date
The Cut-Off Date defines the last day and time that goods can be loaded for export.
The Document Cut-Off Date represents the last date documents can be submitted.
You can make the Cut-Off Date earlier than the Document Cut-Off Date but it will produce a warning.
Received Confirm Date automatically contains today's date. This field defines the Received Confirmation date.
The Earliest Return Date is the earliest date in which you can return the container(s).
The Shipper Ref is a note field.
Description of Goods
The Description of Goods can either be written in or pulled in automatically from the Sales Order by clicking the refresh update button to the right.
The Total Weight will also pull in from the Sales Order or can be manually entered.
The Min Weight and Max Weight can be set here. If there are any weight requirements, you may enter them here for this Booking.
Transport
ETD Date defines the Estimated Time of Departure.
The RCPT drop down provides a list of Ports to declare the Place of Receipt.
The POL drop down provides a list of Ports to declare the Port of Loading.
ETA Date defines the Estimated Time of Arrival.
The POD drop down provides a list of Ports to declare the Port of Discharge.
Delivery is the place of delivery.
The Vessel Name contains the Vessel that will be carrying the specified goods.
Voyage # is the voyage number of the specified vessel.
Feeder defines the Feeder Vessel. This field is user definable.
The Instructions & Conditions field is used to print additional notes on the Bill of Lading and Booking Instruction documents.
The Pick-Up & Return field is used to provide additional instructions concerning the pick-up/return of the goods. An example of notes that may be placed here is 'PICKUP AT 8AM.'
NOTE: Frequently used Instructions and Pick-Up/Return information can also be saved as a Template by entering the text, clicking on the Save icon at the top right of the text field, and entering the name of the template you are saving. The template can then be selected in the Select Instructions or Select Pick-Up & Return drop downs.
Booking Tabs:
Overview - Will show you the Booking information that you entered for the new Booking.
Shipments - Will show you a list of all of the loads/worksheets associated with this Booking.
Order Allocation - Will show you which purchase orders have been assigned to this booking and how many containers have been allocated. You can link the Booking to a Purchase Order by going into the PO and clicking +Add Item under the Ocean Bookings section.
Documents - Will contain all of the following Booking documents for you to print and/or email: Bill of Lading Instruction, Booking Instruction, Commercial Invoice, Packing List, and Packing List VGM. You may also save images and other files in the Documents tab by clicking Attach File.
If you have additional questions, please contact the Support Team via email to support@cietrade.net.