Creating a shipment

You create a shipment when you want to group one or more vehicles onto a specific voyage. Once created, costs and ETA updates you record on the shipment flow through to every vehicle attached to it.

Before you start

• You need Shipments edit permission.
• If you're creating the shipment for a specific vehicle you already have, you can start from that vehicle's Assign to shipment sheet instead, and it will be attached for you automatically on save.

Getting to the form

Two routes in:

• Create shipment on the Shipments list.
• Assign to shipment on a vehicle detail page, then Create new shipment inside the sheet. On save, that vehicle is attached.

Required fields

• Type: RoRo or Container. Pick the one that matches how the vehicle is travelling.
• Vessel: the vessel name. This is what shows on the Shipments list, the detail page header, and on your customer tracking pages.

Optional fields

• Container number: only meaningful when Type is Container.
• Shipping line: useful for reporting and recognising which carrier is handling the voyage.
• Port of loading and Port of destination: free text. Fill these in when you have them.
• ETD (estimated time of departure) and ETA (estimated time of arrival): dates. You can save without them and add them later.
• Status: defaults to Booked. You rarely need to change this at creation.

RoRo or Container

RoRo stands for roll-on / roll-off. The vehicle is driven onto the vessel as a single unit, so there is no container number. Container shipments carry one or more vehicles in a shared container, and you usually have a container number you want to record.

After saving

You land on the shipment detail page. From there you can attach more vehicles, record costs, and update status or ETA as the voyage progresses.