Receiving Containers with the Container Manager
This article outlines how to receive Containers via the Container manager. This is the recommended method if you are entering several containers with the same Booking information at once.
Before you start these steps, you will need:
- An open Booking
- Possibly a Purchase Order
- Container numbers, seal numbers, and weights
1. To begin, go to the Container tab in the left-hand column
2. Click +New Container. This will bring up the container receiving form.
3. Set the Ship Date. This will default to today's date.
4. If you are linking a Purchase Order you can either select a Supplier and use the Purchase Order lookup or you can type in the Purchase Order number to populate the Supplier.
5. Select the Commodity. If a PO is attached, then you will see the Contract Grade ahead of the product list.
6. Enter the Quantity and Weights.
NOTE: the VGM is automatically calculated for you.
7. Use the Booking Look up to search for your Booking. The only bookings that will appear are booking that have been attached to the Purchase Order.
NOTE: this is NOT a typable field.
8. Enter the first Container No., Seal No., and Pickup No.
9. You may enter per container Expenses.
10. Click Save and New. This will bring up a new form, with the weights, container, and seal numbers cleared out.
11. Each of the saved Container Forms will create a Receiving Worksheet in the background, set to Posted status. This means the container will be automatically received into inventory. To make modifications, unpost, etc, click on the container record in the inquiry and click on the hyperlinked Worksheet number.
- You can also pull in a budget from the Purchase Order on this Source Wks
Note: The order of the column headers are customize-able. If you do not see Source-Wks column header immediately, scroll to the right. If you would like to edit the order of the column headers you can click "Customize" in the top left corner of the Container Management screen.
If you have additional questions, please contact the Support Team via email to support@cietrade.net.