Overview of Ocean Freights
cieTrade.net now stores Ocean Freights, with related charges, and will apply them on a Shipping Worksheet, once tied to a Booking number. Any expenses listed on the ocean rate form, will be applied as a per container, ST, MT, or flat fee, to each container listed on a specific shipping worksheet.
IE: if the Ocean Rate is $1000/container, and you are shipping 5 containers on a shipping worksheet under the same Booking, the expenses would be totaled at $5,000.
Step One: Storing the Freight Rates
1. Click on Freight from the left-hand menu then Ocean Freight +
2. Fill in the fields.
NOTE: Ocean Carrier, Date, Expiry Date, Reference NO, POL, POD, and Freight Charge are required fields.
3. Under expenses, you can enter any additional or related fees such as loading, processes, documentation, etc. All of these expenses can be set as per container, Flat, or Per ST/MT.
4. Click Save
Step Two: Adding Freight to the Booking
When creating a Booking, cieTrade will suggest the least expensive rate, based on the Cut-Off-Date, POL and POD. You can use the spyglass to look up other applicable rates. You can also enter another Freight Rate if you do not want to use a stored rate.
6. On a shipping worksheet, after selecting the Booking and the Packing List, in the Expenses field, click +Add Budget.
You will see the Source is either the Sales Order (Budget feature) or the Ocean Freight Rate. Select the ones you want to apply.
How to Import and Update Rates
cieTrade allows users to import new rates at once to make initial set up easier. Additionally, rates can be updated in bulk to ensure that maintaining accurate rates is seamless.
Importing New Rates
1) Navigate to the Ocean Freight module under Freight > Ocean Freight.
2) Click on the Import button.
3) Go to Actions > Download Blank Template. This will provide you with an empty Excel file to fill out.
4) Once you've added all details for the NEW contract rates you need onto the Excel file, go back to the Import tool in cieTrade.
5) Click on Open Template to select the updated file from your computer. Once a file is selected, the details will populate within the grid in the tool.
6) When you're ready click Upload Rates. The tool will validate the data and if everything has been entered properly, you'll get a green bar confirming that it's complete and the details will now be loaded into the Ocean Freight module.
Exporting Existing Rates to Update
1) Navigate to the Ocean Freight module under Freight > Ocean Freight.
2) Click on the Import button.
3) Filters can be used on the left-hand side to export ONLY contracts that you need. Clicking 'Go' will update the details that appear in the grid view of the tool. This is what will be included in the Excel file export.
4) Users can update the information on the tool itself, or use Actions > Download Data to export to Excel.
5) Once you've added all details for the EXISTING contracts you need onto the Excel file, go back to the Import tool in cieTrade.
6) Click on Open Template to select the updated file from your computer. Once a file is selected, the details will populate within the grid in the tool.
7) When you're ready click Upload Rates. The tool will validate the data and if everything has been entered properly, you'll get a green bar confirming that it's complete and the details will now be loaded into the Inland Freight module.
