Shipping Containers

Shipping a container is quick and easy from cieTade.net. You will also be able to allocate freight, commission or miscellaneous expenses to the load, as well as generate consolidated export shipping documentation.

There are two different ways to ship out containers. 

Using the Container Module:

1. Go to Container Management

2. Use the report filters like Booking No. to filter your container list

3. Check off the containers you wish to ship out

4. Click "Create Shipment"

5. Select the Customer, Sales Order, & Product, then click "Create"

6. This will take you to a shipping worksheet in Work status with your Containers pulled into the packing list

Note: If you need to change the containers on the packing list, you are able to remove or add them while this worksheet is in Work status. See step 6 below with instructions on how to add new Containers. 

Using a blank Shipping Worksheet:

1. Click +New Shipping

2. Enter the Customer information under Sold To.

3. If you link a Sales Order, the products and pricing will populate under the Sold As section.

4. Under Shipping References, use the Booking look up to select the Booking that you received the containers on. 

5. Under the Sold As section, click +Add Item to add another product or click on the existing grade/product if you have linked a Sales Order to the Inventory Sale. 

6.  On the Packing List line, click the circle next to the Sold As item  Pick Container. Note: Any time you are shipping containers from the shipping worksheet, set the Warehouse to Container & it will hide the "Equipment No"  and "Seal No" fields. This is in order to prevent redundant container information from being entered. 

7. Select the Containers that you want to ship against the Sold As product. Once you click Apply, they will pull into the worksheet under the Container List. At this point, if you check the Inventory Available report, these containers will be in the 'committed' column. 8. Click +Add Expense to enter associated expenses, such as freight rate (ocean or inland), marine insurance, labor, etc. If you had created a budget on the Sales Order you can click +Add Budget to apply those expenses. 

Note: you are be able to use pre-entered ocean freight rates and anticipated expenses by clicking +Budget. 

9. Enter any instructions and notes you want to appear on documentation. 

10. Once the worksheet is complete, place it into Invoiced Status and click Save. At this point, the AR and AP accruals will start to age and you will be able to receive payments from your customers, as well as pay your suppliers. 

If you have additional questions, please contact the Support Team via email to support@cietrade.net.