Users within specific roles have the ability to create and complete a manifest.
Note: Depending on your system configuration, there may be additional checks prior to the manifest being created, i.e. FAT etc.
Select Yes to continue, another dialog box will appear informing you that the manifest has been created.
Select OK.
Fill in the relevant fields.
Note: (Pink = System Generated, Blue = Mandatory):
Field | Description |
---|---|
Asset Status | The status populated in this field will update the Asset Status against the Asset Details record. This field is controlled by the Manifest Type |
Consignor | This is the person responsible for shipping the goods |
Consignee Address | This field can be used to select locations which are not tied to a client, i.e., Quayside |
Consignee | This will automatically populate when a Consignee Address has been selected from the look up menu, however this field can be manually updated if required |
Ship To Address | This field can be used to select locations which are not tied to a client, i.e., Quayside |
Ship To | This will automatically populate when a Ship To Address has been selected from the look up menu, however this field can be manually updated if required |
To Business Unit | Only required for Internal Transfers |
To Group Company | Only required for Internal Transfers |
To Office | Only required for Internal Transfers |
To Stock Location | Only required for Internal Transfers |
Shipping Notes | This is a text field and can be used for any additional notes required for the shipping process |
Carrier | Enter the name of the shipping agent (if applicable) |
Delivery Method | Enter the delivery method (if applicable), Road/Sea/Air etc. |
Airway Bill Number | Enter the unique airway bill reference number (if applicable) |
Airway Bill | A link to the airway bill file/folder/webpage can be added |
Agents Reference | If the shipping agent has a unique reference, the number can be entered into this field |
Commercial Inv Currency | Drop down selection for the currency required on the commercial invoice |
Total Volume | Overall Weight |
Total Freight Value SC | Overall Value of goods |
Destination Country | Automatically pulls through from enquiry/job if entered, however, this field can be manually updated from the drop down menu |
Export Licensable | Select the relevant export license for the selected destination country and goods (if applicable) |
Procedure Code | Enter the procedure code (if applicable) |
Permit | Enter the permit (if applicable) |
Show Internal Components | If this tick box is enabled, assets that have been set up as "Internal Component" within the Asset Details will be printed on the shipping documents. |
Expected Manifest Date | Defaulted from the Job, otherwise select the date |
Expected Return Date | Defaulted from the Job, otherwise select the date |
Actual Manifest Date | Select the date the goods are physically manifested. Only enter this date when performing the Complete Manifest function |
On Hire Date | Select the date the goods will be charged from. Only enter this date when performing the Complete Manifest function |
Minimum Cert Dates | This field will automatically populate when the Check Assets for Manifest function is run. It will show the amount of days available until the earliest due date of an asset being manifested. |
Our PO Number | Enter an internal PO reference (if applicable) |
Client Ref PO No | Enter the customer’s PO/Reference number |
Client Contact | Defaulted from the Job Details |
Client Project | Enter the project name (If applicable) |
Notes | This is a text field and can be used to record any additional notes if required |
Dangerous Goods Declaration | A link to a file/folder/website page can be held here |
Mobilised | This checkbox will update automatically when the manifest has been completed |
Fill in the relevant fields.
Note: (Pink = System Generated, Blue = Mandatory):
Field | Description |
---|---|
Item No | Enter the Item Number, this will show on the shipping documents |
Transit Case | Select a transit case (if applicable) |
TC Number | Enter a TC Number (if applicable) |
Transit Case Type | Select a transit case type, i.e., Crate, Pallet etc. |
Case Description | Enter the case description. This text will show on the shipping documents |
Dimension Type | Select the unit of measure, i.e., kg, tons etc. |
Dim L | Length |
Dim W | Width |
Dim H | Height |
Total Weight | Total weight of the shipment |
Weight Type | Select the relevant weight type, i.e., Ton/Kg/Lbs |
Max Gross Weight | Enter the gross weight of the case type |
Last Test Date | If the TC type is one which is required to be certified, you must enter the last known test date into this field |
UN No | Enter the UN number (if applicable) |
Classification | Enter the classification number/ref (if applicable) |
Packing Notes | This is a text field for additional notes |
Business Unit | Defaulted from the Job |
Group Company | Defaulted from the Job |
Office | Defaulted from the Job |
Stock Location | Defaulted from the Job |
Asset Number | Defaulted from the Job |
Date Returned | Defaulted from the Job |
Returned | Locked Checkbox, will automatically update when goods are returned (if applicable) |
Mobilised | Locked checkbox, will automatically update when manifest is Completed |
Include on Cargo Summary | If this checkbox is ticked, the information on this tab will show on the cargo summary |
Select the row(s) for the required Assets and select Close.
Select Yes to continue or No to cancel the operation.
Select the row(s) for the required Stock and select Close from the toolbar.
Select Yes to continue or No to cancel the operation.
Note: Non Stock can be added to a Manifest the same way as Assets and Stock.
Option | Description |
---|---|
Delivery Note | |
Commercial Invoice | |
Packing Label | |
Cargo Summary | Information from this report is populated from the Cargo Summary Info and Cargo Checklist tab |
Current Certs | |
Stock MSDS Sheets |
Note: Based on your configuration, it may be required to complete a PDI from the Functions. This would remove any watermarks on the reports if they exist.
Select Yes to continue or No to cancel the operation.