Tracking Shipments Using the Inbox
In cieTrade.net, you can use the Inbox to help you keep track of your shipments at the various stages of your workflow. The Logistics and Status fields provided on the Worksheet (shown below) correspond directly to folders in the Inbox. The Inbox will therefore serve as a virtual filing cabinet of all shipments, excluding those in Cancelled and Invoiced status, allowing you to quickly locate and monitor each in-process transaction.
The Work (Pending) folder contains loads in Work status that are not set to a specific Logistics status. This folder indicates to users that these shipments have only been staged in the system. The Work (Scheduled) folder contains loads in Work status with a Logistics status of either Setup or Dispatched. The Work (Shipped) folder contains loads that are also in Work status but have a logistical status of Shipped. This folder indicates to users that these Worksheets have received confirmation that the load has shipped.
Depending on the level of review required prior to invoicing customers, the Completed, Approved, and Not Approved folders can be used to monitor shipments at the final stages of your workflow. The Completed folder contains Worksheets that have been moved from Work to Completed status, after all pricing and shipped and received weights have been finalized. The Approved folder contains Worksheets that have been promoted to Approved status by an administrator and are now ready to be invoiced. The Not Approved folder contains any loads that have been rejected by an administrator, indicating to users that the Worksheets will need to be revised prior to invoicing.
Finally, the Arrange-Freight folder contains Worksheets that have a Logistics status of Setup but have not yet been Invoiced, indicating to users that logistics will need to be arranged for those shipments. The Confirm Shipment folder contains Worksheets that are in Dispatched status and are awaiting confirmation from the supplier or freight carrier that the load has shipped.
To make it faster and easier to navigate through the Inbox Folders AND allow for worksheet changes, selecting a Worksheet in the Inbox will open the Worksheet in EDIT mode.
From the Worksheet EDIT page, clicking Save & Back to Inbox will take you back to the Inbox List AND will temporarily highlight (in green) the last item you opened.
Clicking the Save button will save your changes and return to the Worksheet Overview Page.
If the Cancel button is clicked from the Worksheet EDIT page then it will return you to the Inbox.
To watch a short training video demonstrating the process, please click here.
If you have additional questions, please contact the Support Team via email to support@cietrade.net.