PoD Process Flows Overview: Difference between revisions

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{{#vardefine:Client|POD}}
{{#vardefine:ClientName|Port of Dover}}
{{#vardefine:System|''CALIDUS'' WMS}}
{{#vardefine:SystemCode|WMS}}
{{#vardefine:Doc_Title|Port of Dover Process Overview}}
{{#vardefine:Version|2.00}}
{{#vardefine:Date|4th December 2025}}
{{#vardefine:Reference|350229}}
{{#vardefine:Year|2025}}
</div>
{{Doc_Title
|Client={{#var:ClientName}}
|System={{#var:System}}
|Title={{#var:Doc_Title}}
|Reference=REQ {{#var:Reference}}
|Version={{#var:Version}}
|Date={{#var:Date}}
|Year={{#var:Year}}
}}
<!-- TOC -->
=Introduction=
This document is intended to outline the transactional process flows in use at Port Of Dover from a Calidus systems perspective.
This document is intended to outline the transactional process flows in use at Port Of Dover from a Calidus systems perspective.


Line 20: Line 43:
| TCM (Container Yard)
| TCM (Container Yard)
| To complete and track movements within the Container Yard
| To complete and track movements within the Container Yard
| Tablet
|-
| Traffic Control
| To capture signatures upon departure from the site
| Tablet
| Tablet
|-
|-
Line 33: Line 52:
| To complete movements generated by the WMS in an audited fashion
| To complete movements generated by the WMS in an audited fashion
| RF
| RF
|}
No longer in use/optional usage.
{| class="wikitable" border="1"
! System
! Primary Purpose
! Primary Device
|-
| Traffic Control
| To capture signatures upon departure from the site
| Tablet
|-
|-
| Portal
| Portal
Line 42: Line 72:
| PC
| PC
|}
|}




Line 47: Line 78:
== SOLUTION MAP ==
== SOLUTION MAP ==


[[File:PoD-Process-3.png]]
[[File:PoD-Process-3-v2.png|800px]]




Line 56: Line 87:
Below is an example of a Process Flow diagram. There is a key to the left of the diagram to explain the segments and shapes used to describe each process flow.
Below is an example of a Process Flow diagram. There is a key to the left of the diagram to explain the segments and shapes used to describe each process flow.


[[File:PoD-Process-4.png]]
[[File:PoD-Process-4.png|800px]]


In addition to these diagrams, for each process there is a step by step guide including screenshots for each step involved.
In addition to these diagrams, for each process there is a step by step guide including screenshots for each step involved.
Line 70: Line 101:




=== 4.1.1 VESSEL (IMPORT) ===
=== VESSEL (IMPORT) ===




==== 4.1.1.1 PROCESS FLOW ====
==== PROCESS FLOW ====


[[File:PoD-Process-5.png]]
[[File:PoD-Process-5.png|800px]]




==== 4.1.1.2 EXAMPLE ====
==== EXAMPLE ====


Step 1 - WMS - Add the Vessel that will be delivering the containers[[File:PoD-Process-6.png|800px]]
Step 1 - WMS - Add the Vessel that will be delivering the containers
 
[[File:PoD-Process-6.png|800px]]


Step 2 - WMS - Add the Voyage reference for this Vessel's trip
Step 2 - WMS - Add the Voyage reference for this Vessel's trip


Note - All GRN's linked to this Voyage will be displayed in the ''Receipts'' tab[[File:PoD-Process-7.png|800px]]
Note - All GRN's linked to this Voyage will be displayed in the ''Receipts'' tab
 
[[File:PoD-Process-7.png|800px]]


Step 3 - WMS - Add the GRN (1 per container to be delivered)
Step 3 - WMS - Add the GRN (1 per container to be delivered)
Line 90: Line 125:
Note - An EDI inbound flow will create the GRN's with the required information populated [[File:PoD-Process-8.png|800px]]
Note - An EDI inbound flow will create the GRN's with the required information populated [[File:PoD-Process-8.png|800px]]


Step 4 - TCM - Locate the Job in WIP and select it[[File:PoD-Process-9.png|800px]]
Step 4 - TCM - Locate the Job in WIP and select it


Step 5 - TCM - Available tasks will display. Select the appropriate task to start the move[[File:PoD-Process-10.png|800px]]
[[File:PoD-Process-9.png|800px]]


Step 6 - TCM - A list of suitable storage locations for the container will display. Select the desired location[[File:PoD-Process-11.png|800px]]
Step 5 - TCM - Available tasks will display. Select the appropriate task to start the move


Step 7 - TCM - The task being completed is summarised. Press ''Confirm'' to complete the task[[File:PoD-Process-12.png|800px]]
[[File:PoD-Process-10.png|800px]]


A notification bar displays at the top of the screen to confirm that the task has been completed successfully[[File:PoD-Process-13.png|800px]]
Step 6 - TCM - A list of suitable storage locations for the container will display. Select the desired location


[[File:PoD-Process-11.png|800px]]


=== 4.1.2 ROAD (EXPORT) ===
Step 7 - TCM - The task being completed is summarised. Press ''Confirm'' to complete the task


[[File:PoD-Process-12.png|800px]]


==== 4.1.2.1 PROCESS FLOW ====
A notification bar displays at the top of the screen to confirm that the task has been completed successfully


[[File:PoD-Process-14.png]]
[[File:PoD-Process-13.png|800px]]




==== 4.1.2.2 EXAMPLE ====
=== ROAD (EXPORT) ===
 
 
==== PROCESS FLOW ====
 
[[File:PoD-Process-14.png|800px]]
 
 
==== EXAMPLE ====


Step 1 - WMS - Add the GRN
Step 1 - WMS - Add the GRN
Line 115: Line 160:
Note - An EDI inbound flow will create the GRN's with the required information populated, including pallet details [[File:PoD-Process-15.png|800px]]
Note - An EDI inbound flow will create the GRN's with the required information populated, including pallet details [[File:PoD-Process-15.png|800px]]


Step 2 - Bay Diary - Select a Time for the Booking[[File:PoD-Process-16.png|800px]]
Step 2 - Bay Diary - Select a Time for the Booking
 
[[File:PoD-Process-16.png|800px]]
 
Step 3 - Bay Diary - Add the Booking (Full Container Delivery) and link the GRN


Step 3 - Bay Diary - Add the Booking (Full Container Delivery) and link the GRN[[File:PoD-Process-17.png|800px]]
[[File:PoD-Process-17.png|800px]]


Step 4 - Bay Diary - "Arrive" the Booking
Step 4 - Bay Diary - "Arrive" the Booking


[[File:PoD-Process-18.png|800px]]
[[File:PoD-Process-18.png]]


Step 5 - Bay Diary - Print the Ticket
Step 5 - Bay Diary - Print the Ticket
Line 129: Line 178:
[[File:PoD-Process-19.png|800px]]
[[File:PoD-Process-19.png|800px]]


Step 6 - TCM - Locate the Job in WIP and select it[[File:PoD-Process-20.png|800px]]
Step 6 - TCM - Locate the Job in WIP and select it
 
[[File:PoD-Process-20.png|800px]]


Step 7 - TCM - ''Confirm'' the Vehicle Registration[[File:PoD-Process-21.png|800px]]
Step 7 - TCM - ''Confirm'' the Vehicle Registration


Step 8 - TCM - Available tasks will display. Select the appropriate task to start the move[[File:PoD-Process-22.png|800px]]
[[File:PoD-Process-21.png|800px]]


Step 8 - TCM - A list of suitable storage locations for the container will display. Select the desired location[[File:PoD-Process-23.png|800px]]
Step 8 - TCM - Available tasks will display. Select the appropriate task to start the move
 
[[File:PoD-Process-22.png|800px]]
 
Step 8 - TCM - A list of suitable storage locations for the container will display. Select the desired location
 
[[File:PoD-Process-23.png|800px]]


Step 9 - TCM - The task being completed is summarised. Press ''Confirm'' to complete the task [[File:PoD-Process-24.png|800px]]
Step 9 - TCM - The task being completed is summarised. Press ''Confirm'' to complete the task [[File:PoD-Process-24.png|800px]]


A notification bar displays at the top of the screen to confirm that the task has been completed successfully[[File:PoD-Process-25.png|800px]]
A notification bar displays at the top of the screen to confirm that the task has been completed successfully
 
[[File:PoD-Process-25.png|800px]]


Bay Diary booking status is updated to "Processed"
Bay Diary booking status is updated to "Processed"


[[File:PoD-Process-26.png|800px]]
[[File:PoD-Process-26.png]]




Line 151: Line 210:




=== 4.2.1 VESSEL (IMPORT) ===
=== VESSEL (IMPORT) ===




==== 4.2.1.1 PROCESS FLOW ====
==== PROCESS FLOW ====


[[File:PoD-Process-27.png]]
[[File:PoD-Process-27.png]]




==== 4.2.1.2 EXAMPLE ====
==== EXAMPLE ====
 
Step 1 - WMS - Add the Vessel that will be delivering the containers


Step 1 - WMS - Add the Vessel that will be delivering the containers[[File:PoD-Process-6.png|800px]]
[[File:PoD-Process-6.png|800px]]


Step 2 - WMS - Add the Voyage reference for this Vessels trip
Step 2 - WMS - Add the Voyage reference for this Vessels trip


Note - All GRN's linked to this Voyage will be displayed in the ''Receipts'' tab[[File:PoD-Process-7.png|800px]]
Note - All GRN's linked to this Voyage will be displayed in the ''Receipts'' tab
 
[[File:PoD-Process-7.png|800px]]


Step 3 - WMS - Add the GRN
Step 3 - WMS - Add the GRN
Line 173: Line 236:
Step 4 - WCS - Receipt Pallets
Step 4 - WCS - Receipt Pallets


[[File:PoD-Process-29.png|800px]][[File:PoD-Process-30.png|800px]]
[[File:PoD-Process-29.png]][[File:PoD-Process-30.png]]


Step 5 - WCS - Put-away Pallets
Step 5 - WCS - Put-away Pallets


[[File:PoD-Process-31.png|800px]]
[[File:PoD-Process-31.png]]


Receipt status updated to "Putaway Confirmed" in WMS[[File:PoD-Process-32.png|800px]]
Receipt status updated to "Putaway Confirmed" in WMS


[[File:PoD-Process-32.png|800px]]


=== 4.2.2 ROAD (EXPORT) ===


=== ROAD (EXPORT) ===


==== 4.2.2.1 PROCESS FLOW ====


[[File:PoD-Process-33.png]]
==== PROCESS FLOW ====


[[File:PoD-Process-33.png|800px]]


==== 4.2.2.2 EXAMPLE ====
 
==== EXAMPLE ====


Step 1 - WMS - Add the GRN
Step 1 - WMS - Add the GRN
Line 196: Line 261:
Note - An EDI inbound flow will create the GRN's with the required information populated, including pallet details [[File:PoD-Process-34.png|800px]]
Note - An EDI inbound flow will create the GRN's with the required information populated, including pallet details [[File:PoD-Process-34.png|800px]]


Step 2 - Bay Diary - Select a Time for the Booking[[File:PoD-Process-35.png|800px]]
Step 2 - Bay Diary - Select a Time for the Booking
 
[[File:PoD-Process-35.png|800px]]
 
Step 3 - Bay Diary - Add the Booking (Inbound) and link the GRN


Step 3 - Bay Diary - Add the Booking (Inbound) and link the GRN[[File:PoD-Process-36.png|800px]]
[[File:PoD-Process-36.png|800px]]


Step 4 - Bay Diary - "Arrive" the Booking
Step 4 - Bay Diary - "Arrive" the Booking


[[File:PoD-Process-37.png|800px]]
[[File:PoD-Process-37.png]]


Step 5 - Bay Diary - Print the Ticket
Step 5 - Bay Diary - Print the Ticket
Line 212: Line 281:
Step 6 - WCS - Receipt Pallets
Step 6 - WCS - Receipt Pallets


[[File:PoD-Process-39.png|800px]] [[File:PoD-Process-40.png|800px]]
[[File:PoD-Process-39.png]] [[File:PoD-Process-40.png]]


Step 7 - WCS - Put-away Pallets
Step 7 - WCS - Put-away Pallets


[[File:PoD-Process-41.png|800px]]
[[File:PoD-Process-41.png]]
 
Receipt status updated to "Putaway Confirmed" in WMS


Receipt status updated to "Putaway Confirmed" in WMS [[File:PoD-Process-42.png|800px]]
[[File:PoD-Process-42.png|800px]]


Bay Diary booking status is updated to "Processed"
Bay Diary booking status is updated to "Processed"


[[File:PoD-Process-43.png|800px]]
[[File:PoD-Process-43.png]]




Line 230: Line 301:




=== 4.3.1 ROAD / VESSEL ===
=== ROAD / VESSEL ===




==== 4.3.1.1 PROCESS FLOW ====
==== PROCESS FLOW ====


[[File:PoD-Process-44.png]]
[[File:PoD-Process-44.png]]




==== 4.3.1.2 EXAMPLE ====
==== EXAMPLE ====


Step 1 - TCM - Select either "Inbound Road" or "Inbound Vessel" from the Processes section of the Burger menu
Step 1 - TCM - Select either "Inbound Road" or "Inbound Vessel" from the Processes section of the Burger menu


[[File:PoD-Process-45.png|800px]]
[[File:PoD-Process-45.png]]


Step 2 - TCM - Add the task header and detail records and confirm the entries (multiple containers can be added against a single booking)[[File:PoD-Process-46.png|800px]]
Step 2 - TCM - Add the task header and detail records and confirm the entries (multiple containers can be added against a single booking)


Step 3 - TCM - Locate the Job in WIP and select it [[File:PoD-Process-47.png|800px]]
[[File:PoD-Process-46.png|800px]]


Step 4 - TCM - Confirm the job details[[File:PoD-Process-48.png|800px]]
Step 3 - TCM - Locate the Job in WIP and select it
 
[[File:PoD-Process-47.png|800px]]
 
Step 4 - TCM - Confirm the job details
 
[[File:PoD-Process-48.png|800px]]


Step 5 - TCM - Available tasks will display. Select the appropriate task to start the move [[File:PoD-Process-49.png|800px]]
Step 5 - TCM - Available tasks will display. Select the appropriate task to start the move [[File:PoD-Process-49.png|800px]]


Step 6 - TCM - A list of suitable storage locations for the container will display. Select the desired location[[File:PoD-Process-50.png|800px]]
Step 6 - TCM - A list of suitable storage locations for the container will display. Select the desired location
 
[[File:PoD-Process-50.png|800px]]
 
Step 7 - TCM - The task being completed is summarised. Press ''Confirm'' to complete the task


Step 7 - TCM - The task being completed is summarised. Press ''Confirm'' to complete the task[[File:PoD-Process-51.png|800px]]
[[File:PoD-Process-51.png|800px]]


A notification bar displays at the top of the screen to confirm that the task has been completed successfully[[File:PoD-Process-52.png|800px]]
A notification bar displays at the top of the screen to confirm that the task has been completed successfully
 
[[File:PoD-Process-52.png|800px]]




Line 267: Line 350:




=== 5.1.1 ROAD (IMPORT) ===
=== ROAD (IMPORT) ===
 
 
==== PROCESS FLOW ====


[[File:POD-Process-53-v2.png|800px]]


==== 5.1.1.1 PROCESS FLOW ====


[[File:PoD-Process-53.png]]
==== EXAMPLE ====


Step 1 - WMS - Add the Sales Order


==== 5.1.1.2 EXAMPLE ====
[[File:PoD-Process-54.png|800px]]


Step 1 - WMS - Add the Sales Order [[File:PoD-Process-54.png|800px]]
Step 2 - Bay Diary - Select a Time for the Booking


Step 2 - Bay Diary - Select a Time for the Booking[[File:PoD-Process-55.png|800px]]
[[File:PoD-Process-55.png|800px]]


Step 3 - Bay Diary - Add the Booking (Outbound) and link the Sales Order [[File:PoD-Process-56.png|800px]]
Step 3 - Bay Diary - Add the Booking (Outbound) and link the Sales Order  
 
[[File:PoD-Process-56.png|800px]]


Step 4 - Bay Diary - "Arrive" the Booking
Step 4 - Bay Diary - "Arrive" the Booking


[[File:PoD-Process-57.png|800px]]
[[File:PoD-Process-57.png]]


Step 5 - Bay Diary - Print the Ticket
Step 5 - Bay Diary - Print the Ticket
Line 293: Line 382:
[[File:PoD-Process-58.png|800px]]
[[File:PoD-Process-58.png|800px]]


Step 6 - TCM - Locate the Job in WIP and select it [[File:PoD-Process-59.png|800px]]
Step 6 - TCM - Locate the Job in WIP and select it  


Step 7 - TCM - Available tasks will display. Select the appropriate task to start the move [[File:PoD-Process-60.png|800px]]
[[File:PoD-Process-59.png|800px]]


Step 8 - TCM - Confirm the move details before starting the task [[File:PoD-Process-61.png|800px]]
Step 7 - TCM - Available tasks will display. Select the appropriate task to start the move  


Step 9 - TCM - The task being completed is summarised. Press ''Confirm'' to complete the task [[File:PoD-Process-62.png|800px]]
[[File:PoD-Process-60.png|800px]]


A notification bar displays at the top of the screen to confirm that the task has been completed successfully[[File:PoD-Process-13.png|800px]]
Step 8 - TCM - Confirm the move details before starting the task  


Bay Diary booking status is updated to "Processed"
[[File:PoD-Process-61.png|800px]]


[[File:PoD-Process-63.png|800px]]
Step 9 - TCM - The task being completed is summarised. Press ''Confirm'' to complete the task


Step 10 - Traffic Control - Locate the Booking in Traffic Control, and select ''Depart'' [[File:PoD-Process-64.png|800px]]
[[File:PoD-Process-62.png|800px]]


Step 11 - Traffic Control - Capture Signature and then select ''Depart'' [[File:PoD-Process-65.png|800px]]
A notification bar displays at the top of the screen to confirm that the task has been completed successfully


A notification bar displays at the top of the screen to confirm that the booking has been departed [[File:PoD-Process-66.png|800px]]
[[File:PoD-Process-13.png|800px]]


Bay Diary booking status is updated to "Departed" and the Departure Time has been set
Bay Diary booking status is updated to "Processed"


[[File:PoD-Process-67.png|800px]]
[[File:PoD-Process-63.png]]


Sales Order status is updated to "9 - Despatched" [[File:PoD-Process-68.png|800px]]
Step 10 - Traffic Control - Optional - no longer in use - Locate the Booking in Traffic Control, and select ''Depart'' [


[File:PoD-Process-64.png|800px]]


=== 5.1.2 VESSEL (EXPORT)  ===
Step 11 - Traffic Control - Optional - no longer in use - Capture Signature and then select ''Depart''


[[File:PoD-Process-65.png|800px]]


==== 5.1.2.1 PROCESS FLOW ====
A notification bar displays at the top of the screen to confirm that the booking has been departed


[[File:PoD-Process-69.png]]
[[File:PoD-Process-66.png|800px]]


Bay Diary booking status is updated to "Departed" and the Departure Time has been set


==== 5.1.2.2 EXAMPLE ====
{{Note}} As Traffic Control is no longer in use, manually set the Bay Diary booking status is updated to "Departed"


Step 1 - WMS - Add the Sales Order
[[File:PoD-Process-67.png]]


Note - "Request Type" is ''E'' and "Customer Ref." is ''Voyage Reference''[[File:PoD-Process-70.png|800px]] [[File:PoD-Process-71.png|800px]]
Sales Order status is updated to "9 - Despatched"  


Step 2 - TCM - Add the task header and detail records and confirm the entries (multiple containers can be added against a single booking)[[File:PoD-Process-72.png|800px]]
[[File:PoD-Process-68.png|800px]]


Step 3 - WMS - Allocate the order in Sales Order Maintenance Header[[File:PoD-Process-73.png|800px]]


Step 4 - TCM - Locate the Job in WIP and select it [[File:PoD-Process-74.png|800px]]
=== VESSEL (EXPORT)  ===


Step 5 - TCM - Available tasks will display. Select the appropriate task to start the move [[File:PoD-Process-75.png|800px]]


Step 6 - TCM - Confirm the move details before starting the task [[File:PoD-Process-76.png|800px]]
==== PROCESS FLOW ====


Step 7 - TCM - The task being completed is summarised. Press ''Confirm'' to complete the task [[File:PoD-Process-77.png|800px]]
[[File:PoD-Process-69.png]]


A notification bar displays at the top of the screen to confirm that the task has been completed successfully [[File:PoD-Process-78.png|800px]]


Step 8 - WMS - Despatch the Order [[File:PoD-Process-79.png|800px]]
==== EXAMPLE ====


Information pop-up displays to confirm the order has been despatched [[File:PoD-Process-80.png|800px]]
Step 1 - WMS - Add the Sales Order


Note - "Request Type" is ''E'' and "Customer Ref." is ''Voyage Reference''


== BREAK BULK (PALLETS) COLLECTION ==
[[File:PoD-Process-70.png|800px]]


Sales Order of pallets
[[File:PoD-Process-71.png|800px]]


Step 2 - TCM - Add the task header and detail records and confirm the entries (multiple containers can be added against a single booking)


=== 5.2.1 ROAD (IMPORT) ===
[[File:PoD-Process-72.png|800px]]


Step 3 - WMS - Allocate the order in Sales Order Maintenance Header


==== 5.2.1.1 PROCESS FLOW ====
[[File:PoD-Process-73.png|800px]]


[[File:PoD-Process-81.png]]
Step 4 - TCM - Locate the Job in WIP and select it


[[File:PoD-Process-74.png|800px]]


==== 5.2.1.2 EXAMPLE ====
Step 5 - TCM - Available tasks will display. Select the appropriate task to start the move


Step 1 - WMS - Add the Sales Order[[File:PoD-Process-82.png|800px]]
[[File:PoD-Process-75.png|800px]]


Step 2 - Bay Diary - Select a Time for the Booking[[File:PoD-Process-55.png|800px]]
Step 6 - TCM - Confirm the move details before starting the task


Step 3 - Bay Diary - Add the Booking (Outbound) and link the Sales Order[[File:PoD-Process-83.png|800px]]
[[File:PoD-Process-76.png|800px]]


Step 4 - Bay Diary - "Arrive" the Booking
Step 7 - TCM - The task being completed is summarised. Press ''Confirm'' to complete the task


[[File:PoD-Process-84.png|800px]]
[[File:PoD-Process-77.png|800px]]


Sales Order status is updated to "5 - Pick List". WCS Tasks added[[File:PoD-Process-85.png|800px]]
A notification bar displays at the top of the screen to confirm that the task has been completed successfully


Step 5 - Bay Diary - Print the Ticket
[[File:PoD-Process-78.png|800px]]


Note - Print Dialog will open in a new window with Temporary Access Pass displayed
Step 8 - WMS - Despatch the Order


[[File:PoD-Process-86.png|800px]]
[[File:PoD-Process-79.png|800px]]


Step 6 - WCS - Pick the Pallets
Information pop-up displays to confirm the order has been despatched


[[File:PoD-Process-87.png|800px]] [[File:PoD-Process-88.png|800px]]
[[File:PoD-Process-80.png]]


Step 7 - WCS - Load the Order


[[File:PoD-Process-89.png|800px]] [[File:PoD-Process-90.png|800px]]
== BREAK BULK (PALLETS) COLLECTION ==


Sales Order status is updated to "9 - Despatched" [[File:PoD-Process-91.png|800px]]
Sales Order of pallets


Bay Diary booking status is updated to "Processed"


[[File:PoD-Process-92.png|800px]]
=== ROAD (IMPORT) ===


Step 8 - Traffic Control - Locate the Booking in Traffic Control, and select ''Depart''[[File:PoD-Process-93.png|800px]]


Step 9 - Traffic Control - Capture Signature and then select ''Depart'' [[File:PoD-Process-94.png|800px]]
==== PROCESS FLOW ====


A notification bar displays at the top of the screen to confirm that the booking has been departed [[File:PoD-Process-95.png|800px]]
[[File:POD-Process-81-v2.png|800px]]


Bay Diary booking status is updated to "Departed" and the Departure Time has been set


[[File:PoD-Process-96.png|800px]]
==== EXAMPLE ====


Step 1 - WMS - Add the Sales Order


=== 5.2.2 VESSEL (EXPORT) ===
[[File:PoD-Process-82.png|800px]]


Step 2 - Bay Diary - Select a Time for the Booking


==== 5.2.2.1 PROCESS FLOW ====
[[File:PoD-Process-55.png|800px]]


[[File:PoD-Process-97.png]]
Step 3 - Bay Diary - Add the Booking (Outbound) and link the Sales Order


[[File:PoD-Process-83.png|800px]]


==== 5.2.2.2 EXAMPLE ====
Step 4 - Bay Diary - "Arrive" the Booking


Step 1 - WMS - Add the Sales Order
[[File:PoD-Process-84.png]]


Note - "Request Type" is ''E'' and "Customer Ref." is ''Voyage Reference''[[File:PoD-Process-98.png|800px]][[File:PoD-Process-99.png|800px]]
Sales Order status is updated to "5 - Pick List". WCS Tasks added


Step 2 - WMS - Allocate the order in Sales Order Maintenance Header and Generate Pick List[[File:PoD-Process-100.png|800px]]
[[File:PoD-Process-85.png|800px]]


The Picklist will print on the users default printer[[File:PoD-Process-101.png|800px]]
Step 5 - Bay Diary - Print the Ticket


Pick tasks are sent to the WCS[[File:PoD-Process-102.png|800px]]
Note - Print Dialog will open in a new window with Temporary Access Pass displayed


Step 3 - WCS - Pick the Pallets
[[File:PoD-Process-86.png|800px]]


[[File:PoD-Process-103.png|800px]] [[File:PoD-Process-104.png|800px]]
Step 6 - WCS - Pick the Pallets


Step 4 - WMS - Despatch the Order[[File:PoD-Process-105.png|800px]]
[[File:PoD-Process-87.png]] [[File:PoD-Process-88.png]]


Information pop-up displays to confirm the order has been despatched[[File:PoD-Process-106.png|800px]]
Step 7 - WCS - Load the Order


[[File:PoD-Process-89.png]] [[File:PoD-Process-90.png]]


==== 5.2.2.3 TAKING IT FURTHER ====
Sales Order status is updated to "9 - Despatched"


Sales Orders can be grouped using Pick Waves. This allows them to be Allocated, Picked, and Despatched together
[[File:PoD-Process-91.png|800px]]


Step 1 - WMS - Open Pick Wave Maintenance
Bay Diary booking status is updated to "Processed"


Note - "Order Status" and "Request Type" can be used to filter the results[[File:PoD-Process-107.png|800px]]
[[File:PoD-Process-92.png]]


Step 2 - WMS - Build the Route Load by ticking the relevant orders and pressing '''Save'''
Step 8 - Traffic Control - Optional - no longer in use - Locate the Booking in Traffic Control, and select ''Depart''


Note - The Load number will then be assigned[[File:PoD-Process-108.png|800px]]
[[File:PoD-Process-93.png|800px]]


Step 3 - WMS - Allocate the Route/Load[[File:PoD-Process-109.png|800px]]
Step 9 - Traffic Control - Optional - no longer in use - Capture Signature and then select ''Depart''


Step 4 - WMS - Send the Route/Load out for Picking[[File:PoD-Process-110.png|800px]]
[[File:PoD-Process-94.png|800px]]


Picklists will print for each order on the Route/Load[[File:PoD-Process-111.png|800px]]
A notification bar displays at the top of the screen to confirm that the booking has been departed


[[File:PoD-Process-112.png|800px]]
[[File:PoD-Process-95.png|800px]]


Complete the picks on the RF as normal
Bay Diary booking status is updated to "Departed" and the Departure Time has been set


Step 5 - WMS - Despatch the Route/Load (all orders will be despatched)[[File:PoD-Process-113.png|800px]]
[[File:PoD-Process-96.png]]


{{Note}} As Traffic Control is no longer in use, manually set the Bay Diary booking status is updated to "Departed"


== EMPTY CONTAINER COLLECTION ==


Collection of empty containers
=== VESSEL (EXPORT) ===




=== 5.3.1 ROAD (IMPORT) ===
==== PROCESS FLOW ====


[[File:PoD-Process-97.png]]


==== 5.3.1.1 PROCESS FLOW ====


[[File:PoD-Process-114.png]]
==== EXAMPLE ====


Step 1 - WMS - Add the Sales Order


==== 5.3.1.2 EXAMPLE ====
Note - "Request Type" is ''E'' and "Customer Ref." is ''Voyage Reference''


Step 1 - Bay Diary - Select a Time for the Booking [[File:PoD-Process-115.png|800px]]
[[File:PoD-Process-98.png|800px]][[File:PoD-Process-99.png|800px]]


Step 2 - Bay Diary - Add the Booking (Empty Collection) and enter the Container Type [[File:PoD-Process-116.png|800px]]
Step 2 - WMS - Allocate the order in Sales Order Maintenance Header and Generate Pick List


Step 3 - Bay Diary - "Arrive" the Booking
[[File:PoD-Process-100.png|800px]]


[[File:PoD-Process-117.png|800px]]
The Picklist will print on the users default printer


Step 4 - Bay Diary - Print the Ticket
[[File:PoD-Process-101.png|800px]]


Note - Print Dialog will open in a new window with Temporary Access Pass displayed[[File:PoD-Process-118.png|800px]]
Pick tasks are sent to the WCS


Step 5 - TCM - Locate the Job in WIP and select it [[File:PoD-Process-119.png|800px]]
[[File:PoD-Process-102.png|800px]]


Step 6 - TCM - Available tasks will display. Select the appropriate task to start the move [[File:PoD-Process-120.png|800px]]
Step 3 - WCS - Pick the Pallets


Step 7 - TCM - Select the location that the Empty Container is stored in[[File:PoD-Process-121.png|800px]]
[[File:PoD-Process-103.png]] [[File:PoD-Process-104.png]]


Step 8 - TCM - Select the Empty Container[[File:PoD-Process-122.png|800px]]
Step 4 - WMS - Despatch the Order


Step 9 - TCM - Confirm the move details before starting the task [[File:PoD-Process-123.png|800px]]
[[File:PoD-Process-105.png|800px]]


Step 10 - TCM - The task being completed is summarised. Press ''Confirm'' to complete the task [[File:PoD-Process-124.png|800px]]
Information pop-up displays to confirm the order has been despatched


A notification bar displays at the top of the screen to confirm that the task has been completed successfully[[File:PoD-Process-125.png|800px]]
[[File:PoD-Process-106.png]]


Bay Diary booking status is updated to "Processed"


[[File:PoD-Process-126.png|800px]]
==== TAKING IT FURTHER ====


Step 11 - Traffic Control - Locate the Booking in Traffic Control, and select ''Depart'' [[File:PoD-Process-127.png|800px]]
Sales Orders can be grouped using Pick Waves. This allows them to be Allocated, Picked, and Despatched together


Step 12 - Traffic Control - Capture Signature and then select ''Depart'' [[File:PoD-Process-128.png|800px]]
Step 1 - WMS - Open Pick Wave Maintenance


A notification bar displays at the top of the screen to confirm that the booking has been departed [[File:PoD-Process-129.png|800px]]
Note - "Order Status" and "Request Type" can be used to filter the results


Bay Diary booking status is updated to "Departed" and the Departure Time has been set
[[File:PoD-Process-107.png|800px]]


[[File:PoD-Process-130.png|800px]]
Step 2 - WMS - Build the Route Load by ticking the relevant orders and pressing '''Save'''


Note - The Load number will then be assigned


=== 5.3.2 VESSEL (EXPORT) ===
[[File:PoD-Process-108.png|800px]]


Step 3 - WMS - Allocate the Route/Load


==== 5.3.2.1 PROCESS FLOW ====
[[File:PoD-Process-109.png|800px]]


[[File:PoD-Process-131.png]]
Step 4 - WMS - Send the Route/Load out for Picking


[[File:PoD-Process-110.png|800px]]


==== 5.3.2.2 EXAMPLE ====
Picklists will print for each order on the Route/Load


Step 1 - TCM - Add the Outbound Vessel Tasks[[File:PoD-Process-132.png|800px]]
[[File:PoD-Process-111.png|800px]]


Step 2 - TCM - Confirm the tasks[[File:PoD-Process-133.png|800px]]
[[File:PoD-Process-112.png|800px]]


Step 3 - TCM - Locate the Job in WIP and select it [[File:PoD-Process-134.png|800px]]
Complete the picks on the RF as normal


Step 4 - TCM - Select the container that is being moved[[File:PoD-Process-135.png|800px]]
Step 5 - WMS - Despatch the Route/Load (all orders will be despatched)[[File:PoD-Process-113.png|800px]]


Step 5 - TCM - Confirm the move details before starting the task [[File:PoD-Process-136.png|800px]]


Step 6 - TCM - Move the container on to the bay and Confirm the task [[File:PoD-Process-137.png|800px]]
== EMPTY CONTAINER COLLECTION ==


A notification bar displays at the top of the screen to confirm that the task has been completed successfully [[File:PoD-Process-138.png|800px]]
Collection of empty containers




= MAINTENANCE =
=== ROAD (IMPORT) ===




== DESTUFFING ==
==== PROCESS FLOW ====


Transferring the stock held within a container into the warehouse
[[File:POD-Process-114-v2.png|800px]]




=== 6.1.1 ROAD (YARD) ===
==== EXAMPLE ====


Step 1 - Bay Diary - Select a Time for the Booking


==== 6.1.1.1 PROCESS FLOW ====
[[File:PoD-Process-115.png|800px]]


[[File:PoD-Process-139.png]]
Step 2 - Bay Diary - Add the Booking (Empty Collection) and enter the Container Type


[[File:PoD-Process-116.png|800px]]


==== 6.1.1.2 EXAMPLE ====
Step 3 - Bay Diary - "Arrive" the Booking


Note - Before a Container can be "Destuffed" it must have been receipted into the Container Yard (see Inbound - Full Container Delivery)[[File:PoD-Process-140.png|800px]]
[[File:PoD-Process-117.png]]


Step 1 - Bay Diary - Select a Time for the Booking [[File:PoD-Process-141.png|800px]]
Step 4 - Bay Diary - Print the Ticket


Step 2 - Bay Diary - Add the Booking (De-stuffing) and link the GRN [[File:PoD-Process-142.png|800px]]
Note - Print Dialog will open in a new window with Temporary Access Pass displayed
 
Step 3 - TCM - Locate the Job in WIP and select it [[File:PoD-Process-143.png|800px]]


Step 4 - TCM - Confirm the move details before starting the task[[File:PoD-Process-144.png|800px]]
[[File:PoD-Process-118.png|800px]]


Step 5 - TCM - Move the container on to the bay and Confirm the task [[File:PoD-Process-145.png|800px]]
Step 5 - TCM - Locate the Job in WIP and select it
 
A notification bar displays at the top of the screen to confirm that the task has been completed successfully [[File:PoD-Process-146.png|800px]]
 
The status of the Bay Diary booking will be updated to "Arrived"[[File:PoD-Process-147.png|800px]]
 
Completing the container yard task will also send the WCS tasks.


Step 6 - WCS - Receipt the pallets
[[File:PoD-Process-119.png|800px]]


[[File:PoD-Process-148.png|800px]] [[File:PoD-Process-149.png|800px]]
Step 6 - TCM - Available tasks will display. Select the appropriate task to start the move


Once all pallets have been receipted a new Container Yard Move will be created to return the container to the yard
[[File:PoD-Process-120.png|800px]]


[[File:PoD-Process-150.png|800px]]
Step 7 - TCM - Select the location that the Empty Container is stored in


Step 7 - WCS - Put-away the Pallets
[[File:PoD-Process-121.png|800px]]


[[File:PoD-Process-151.png|800px]]
Step 8 - TCM - Select the Empty Container


Receipt status updated to "Putaway Confirmed" in WMS [[File:PoD-Process-152.png|800px]]
[[File:PoD-Process-122.png|800px]]


Step 8 - TCM - Select the task in WIP
Step 9 - TCM - Confirm the move details before starting the task  


[[File:PoD-Process-153.png|800px]]
[[File:PoD-Process-123.png|800px]]


Step 9 - TCM - Select a location to return the empty container to[[File:PoD-Process-154.png|800px]]
Step 10 - TCM - The task being completed is summarised. Press ''Confirm'' to complete the task


Step 10 - TCM - Confirm the move details before starting the task [[File:PoD-Process-155.png|800px]]
[[File:PoD-Process-124.png|800px]]


Step 11 - TCM - Move the container on to the bay and Confirm the task [[File:PoD-Process-156.png|800px]]
A notification bar displays at the top of the screen to confirm that the task has been completed successfully


A notification bar displays at the top of the screen to confirm that the task has been completed successfully [[File:PoD-Process-157.png|800px]]
[[File:PoD-Process-125.png|800px]]


Bay Diary booking status is updated to "Processed"
Bay Diary booking status is updated to "Processed"


[[File:PoD-Process-158.png|800px]]
[[File:PoD-Process-126.png]]


Step 11 - Traffic Control - Optional - no longer in use - Locate the Booking in Traffic Control, and select ''Depart''


= PORTAL =
[[File:PoD-Process-127.png|800px]]


Step 12 - Traffic Control - Optional - no longer in use - Capture Signature and then select ''Depart''


== UPLOAD SALES ORDERS ==
[[File:PoD-Process-128.png|800px]]


Sales orders can be uploaded through the Portal using the Order Upload menu
A notification bar displays at the top of the screen to confirm that the booking has been departed


[[File:PoD-Process-129.png|800px]]


=== 7.1.1 EXAMPLE ===
Bay Diary booking status is updated to "Departed" and the Departure Time has been set


Step 1 - Build a Sales Order File
[[File:PoD-Process-130.png]]


The file type must be .csv. The below table indicates the required column layout of the file:
{{Note}} As Traffic Control is no longer in use, manually set the Bay Diary booking status is updated to "Departed"


{| class="wikitable" border="1"
! '''Column'''
!
'''Name'''


|-
=== VESSEL (EXPORT) ===
| 1
|
Order Number


|-
|
2


|
==== PROCESS FLOW ====
Order Date


|-
[[File:PoD-Process-131.png]]
|
3


|
Customer Reference


|-
==== EXAMPLE ====
|
4


|
Step 1 - TCM - Add the Outbound Vessel Tasks
Customer Code


|-
[[File:PoD-Process-132.png|800px]]
|
5


|
Step 2 - TCM - Confirm the tasks
Customer Name


|-
[[File:PoD-Process-133.png|800px]]
|
6


|
Step 3 - TCM - Locate the Job in WIP and select it
Delivery Address 1


|-
[[File:PoD-Process-134.png|800px]]
|
7


|
Step 4 - TCM - Select the container that is being moved
Delivery Address 2


|-
[[File:PoD-Process-135.png|800px]]
|
8


|
Step 5 - TCM - Confirm the move details before starting the task
Delivery Address 3


|-
[[File:PoD-Process-136.png|800px]]
|
9


|
Step 6 - TCM - Move the container on to the bay and Confirm the task
Delivery Address 4


|-
[[File:PoD-Process-137.png|800px]]
|
10


|
A notification bar displays at the top of the screen to confirm that the task has been completed successfully
Post Code


|-
[[File:PoD-Process-138.png|800px]]
|
11


|
Country Code


|-
= MAINTENANCE =
|
12


|
Phone Number


|-
== DESTUFFING ==
|
13


|
Transferring the stock held within a container into the warehouse
Email


|-
|
14


|
=== ROAD (YARD) ===
Delivery Date


|-
|
15


|
==== PROCESS FLOW ====
SKU


|-
[[File:PoD-Process-139.png|800px]]
|
16


|
Quantity


|}
==== EXAMPLE ====


Example of a file[[File:PoD-Process-159.png|800px]]
Note - Before a Container can be "Destuffed" it must have been receipted into the Container Yard (see Inbound - Full Container Delivery)


Step 2 - Select the file (Choose File) in Order Upload[[File:PoD-Process-160.png|800px]]
[[File:PoD-Process-140.png|800px]]


Step 3 - Locate the file on local drive and select Open[[File:PoD-Process-161.png|800px]]
Step 1 - Bay Diary - Select a Time for the Booking


Step 4 - Upload the File
[[File:PoD-Process-141.png|800px]]


[[File:PoD-Process-162.png|800px]]
Step 2 - Bay Diary - Add the Booking (De-stuffing) and link the GRN


A message will display to indicate that the file has been uploaded.
[[File:PoD-Process-142.png|800px]]


The PENDING status indicates that the order is still being loaded into the WMS.[[File:PoD-Process-163.png|800px]]
Step 3 - TCM - Locate the Job in WIP and select it


A script is running in the background to upload the files into the WMS and create the relevant Sales Orders and Order Line Details[[File:PoD-Process-164.png|800px]]
[[File:PoD-Process-143.png|800px]]


[[File:PoD-Process-165.png|800px]]
Step 4 - TCM - Confirm the move details before starting the task


Once the order/s have been uploaded the status is updated to "SUCCESS" in Portal[[File:PoD-Process-166.png|800px]]
[[File:PoD-Process-144.png|800px]]


Step 5 - TCM - Move the container on to the bay and Confirm the task


== BOOKINGS ==
[[File:PoD-Process-145.png|800px]]


Bay Diary Bookings can be added through the Portal using the Bookings menu. To add any booking type you must first select a Carrier[[File:PoD-Process-167.png|800px]]
A notification bar displays at the top of the screen to confirm that the task has been completed successfully


[[File:PoD-Process-146.png|800px]]


=== 7.2.1 EXAMPLES ===
The status of the Bay Diary booking will be updated to "Arrived"


[[File:PoD-Process-147.png]]


==== 7.2.1.1 FULL CONTAINER DELIVERY ====
Completing the container yard task will also send the WCS tasks.


Pre-cursor - In order to add a Full Container Delivery Booking through Portal a Goods Receipt Advice with a unique Advice Note Number must be setup in the WMS[[File:PoD-Process-168.png|800px]]
Step 6 - WCS - Receipt the pallets


Step 1 - Select the Booking Type fill in the required fields (enter the Advice Note number in Reference) and press Request Slot [[File:PoD-Process-169.png|800px]]
[[File:PoD-Process-148.png]] [[File:PoD-Process-149.png]]


Step 2 - Select the desired slot from the available slots[[File:PoD-Process-170.png|800px]]
Once all pallets have been receipted a new Container Yard Move will be created to return the container to the yard


Step 3 - Enter the vehicle and driver information and press Save[[File:PoD-Process-171.png|800px]]
[[File:PoD-Process-150.png]]


A pop-up notification box will display confirming the booking details[[File:PoD-Process-172.png|800px]]
Step 7 - WCS - Put-away the Pallets


The booking is created in the Bay Diary system[[File:PoD-Process-173.png|800px]]
[[File:PoD-Process-151.png]]


Receipt status updated to "Putaway Confirmed" in WMS


==== 7.2.1.2 BREAK BULK (PALLETS) DELIVERY ====
[[File:PoD-Process-152.png|800px]]


Pre-cursor - In order to add a Break Bulk Delivery Booking through Portal a Goods Receipt Advice with a unique Advice Note Number must be setup in the WMS [[File:PoD-Process-174.png|800px]]
Step 8 - TCM - Select the task in WIP


Step 1 - Select the Booking Type fill in the required fields (enter the Advice Note number in Reference) and press Request Slot [[File:PoD-Process-175.png|800px]]
[[File:PoD-Process-153.png]]


Step 2 - Select the desired slot from the available slots [[File:PoD-Process-176.png|800px]]
Step 9 - TCM - Select a location to return the empty container to


Step 3 - Enter the vehicle and driver information and press Save [[File:PoD-Process-177.png|800px]]
[[File:PoD-Process-154.png|800px]]


A pop-up notification box will display confirming the booking details [[File:PoD-Process-178.png|800px]]
Step 10 - TCM - Confirm the move details before starting the task


The booking is created in the Bay Diary system [[File:PoD-Process-179.png|800px]]
[[File:PoD-Process-155.png|800px]]


Step 11 - TCM - Move the container on to the bay and Confirm the task


==== 7.2.1.3 EMPTY CONTAINER COLLECTION ====
[[File:PoD-Process-156.png|800px]]


Step 1 - Select the Booking Type fill in the required fields (enter the ISO Container Type in Reference) and press Request Slot [[File:PoD-Process-180.png|800px]]
A notification bar displays at the top of the screen to confirm that the task has been completed successfully


Step 2 - Select the desired slot from the available slots [[File:PoD-Process-181.png|800px]]
[[File:PoD-Process-157.png|800px]]


Step 3 - Enter the vehicle and driver information and press Save [[File:PoD-Process-182.png|800px]]
Bay Diary booking status is updated to "Processed"
 
A pop-up notification box will display confirming the booking details [[File:PoD-Process-183.png|800px]]
 
The booking is created in the Bay Diary system [[File:PoD-Process-184.png|800px]]
 
 
==== 7.2.1.4 FULL CONTAINER COLLECTION ====
 
Pre-cursor - In order to add a Full Container Collection Booking through Portal a Sales Order with a unique Reference Number must be setup in the WMS [[File:PoD-Process-185.png|800px]]
 
The Container number should also be linked to the Order[[File:PoD-Process-186.png|800px]]
 
Step 1 - Select the Booking Type fill in the required fields (enter the ISO Container Type in Reference) and press Request Slot [[File:PoD-Process-187.png|800px]]
 
Step 2 - Select the desired slot from the available slots [[File:PoD-Process-188.png|800px]]
 
Step 3 - Enter the vehicle and driver information and press Save [[File:PoD-Process-189.png|800px]]
 
A pop-up notification box will display confirming the booking details [[File:PoD-Process-190.png|800px]]
 
The booking is created in the Bay Diary system [[File:PoD-Process-191.png|800px]]
 
 
==== 7.2.1.5 BREAK BULK (PALLETS) COLLECTION ====
 
Pre-cursor - In order to add an Outbound Booking through Portal a Sales Order with a unique Reference Number must be setup in the WMS [[File:PoD-Process-192.png|800px]]


Step 1 - Select the Booking Type fill in the required fields (enter the ISO Container Type in Reference) and press Request Slot [[File:PoD-Process-193.png|800px]]
[[File:PoD-Process-158.png]]


Step 2 - Select the desired slot from the available slots [[File:PoD-Process-194.png|800px]]
Step 3 - Enter the vehicle and driver information and press Save [[File:PoD-Process-195.png|800px]]
A pop-up notification box will display confirming the booking details [[File:PoD-Process-196.png|800px]]
The booking is created in the Bay Diary system [[File:PoD-Process-197.png|800px]]




Line 877: Line 882:
| Added in FCC Vessel process. Document ready for review
| Added in FCC Vessel process. Document ready for review
| CH
| CH
|-
| 2.0
| 04/12/2025
| Issue
| Amended following process review for SaaS conversion
| ANW
|}
|}
[[Category:POD REQ]]
[[Category:{{#var:Client}} REQ]]
[[Category:{{#var:SystemCode}}]]

Latest revision as of 09:09, 4 December 2025





Aptean Logo.png







Port of Dover

Port of Dover Process Overview

CALIDUS WMS

4th December 2025 - 2.00
Reference: REQ 350229











































Introduction

This document is intended to outline the transactional process flows in use at Port Of Dover from a Calidus systems perspective.

For further information about using any of the Calidus systems in this document please refer to the individual system user guides.


SYSTEMS IN USE

SYSTEMS

System Primary Purpose Primary Device
Bay Diary To manage bookings on to Warehouse and Container Yard Bays PC
TCM (Container Yard) To complete and track movements within the Container Yard Tablet
WMS To track movements within the warehouse PC
WCS To complete movements generated by the WMS in an audited fashion RF

No longer in use/optional usage.

System Primary Purpose Primary Device
Traffic Control To capture signatures upon departure from the site Tablet
Portal To allow PoD customers to create / manage Bookings PC
Vision To provide a management level overview of performance PC



SOLUTION MAP

PoD-Process-3-v2.png


PROCESS FLOWS

Each of the following sections contains a process flow diagram. Each diagram provides an end to end flow of the system steps required to complete a specific process.

Below is an example of a Process Flow diagram. There is a key to the left of the diagram to explain the segments and shapes used to describe each process flow.

PoD-Process-4.png

In addition to these diagrams, for each process there is a step by step guide including screenshots for each step involved.


INBOUND

FULL CONTAINER DELIVERY

Goods receipt of a container


VESSEL (IMPORT)

PROCESS FLOW

PoD-Process-5.png


EXAMPLE

Step 1 - WMS - Add the Vessel that will be delivering the containers

PoD-Process-6.png

Step 2 - WMS - Add the Voyage reference for this Vessel's trip

Note - All GRN's linked to this Voyage will be displayed in the Receipts tab

PoD-Process-7.png

Step 3 - WMS - Add the GRN (1 per container to be delivered)

Note - An EDI inbound flow will create the GRN's with the required information populated PoD-Process-8.png

Step 4 - TCM - Locate the Job in WIP and select it

PoD-Process-9.png

Step 5 - TCM - Available tasks will display. Select the appropriate task to start the move

PoD-Process-10.png

Step 6 - TCM - A list of suitable storage locations for the container will display. Select the desired location

PoD-Process-11.png

Step 7 - TCM - The task being completed is summarised. Press Confirm to complete the task

PoD-Process-12.png

A notification bar displays at the top of the screen to confirm that the task has been completed successfully

PoD-Process-13.png


ROAD (EXPORT)

PROCESS FLOW

PoD-Process-14.png


EXAMPLE

Step 1 - WMS - Add the GRN

Note - An EDI inbound flow will create the GRN's with the required information populated, including pallet details PoD-Process-15.png

Step 2 - Bay Diary - Select a Time for the Booking

PoD-Process-16.png

Step 3 - Bay Diary - Add the Booking (Full Container Delivery) and link the GRN

PoD-Process-17.png

Step 4 - Bay Diary - "Arrive" the Booking

PoD-Process-18.png

Step 5 - Bay Diary - Print the Ticket

Note - Print Dialog will open in a new window with Temporary Access Pass displayed

PoD-Process-19.png

Step 6 - TCM - Locate the Job in WIP and select it

PoD-Process-20.png

Step 7 - TCM - Confirm the Vehicle Registration

PoD-Process-21.png

Step 8 - TCM - Available tasks will display. Select the appropriate task to start the move

PoD-Process-22.png

Step 8 - TCM - A list of suitable storage locations for the container will display. Select the desired location

PoD-Process-23.png

Step 9 - TCM - The task being completed is summarised. Press Confirm to complete the task PoD-Process-24.png

A notification bar displays at the top of the screen to confirm that the task has been completed successfully

PoD-Process-25.png

Bay Diary booking status is updated to "Processed"

PoD-Process-26.png


BREAK BULK (PALLETS) DELIVERY

Goods receipt of pallets


VESSEL (IMPORT)

PROCESS FLOW

PoD-Process-27.png


EXAMPLE

Step 1 - WMS - Add the Vessel that will be delivering the containers

PoD-Process-6.png

Step 2 - WMS - Add the Voyage reference for this Vessels trip

Note - All GRN's linked to this Voyage will be displayed in the Receipts tab

PoD-Process-7.png

Step 3 - WMS - Add the GRN

Note - An EDI inbound flow will create the GRN's with the required information populated, including pallet details PoD-Process-28.png

Step 4 - WCS - Receipt Pallets

PoD-Process-29.pngPoD-Process-30.png

Step 5 - WCS - Put-away Pallets

PoD-Process-31.png

Receipt status updated to "Putaway Confirmed" in WMS

PoD-Process-32.png


ROAD (EXPORT)

PROCESS FLOW

PoD-Process-33.png


EXAMPLE

Step 1 - WMS - Add the GRN

Note - An EDI inbound flow will create the GRN's with the required information populated, including pallet details PoD-Process-34.png

Step 2 - Bay Diary - Select a Time for the Booking

PoD-Process-35.png

Step 3 - Bay Diary - Add the Booking (Inbound) and link the GRN

PoD-Process-36.png

Step 4 - Bay Diary - "Arrive" the Booking

PoD-Process-37.png

Step 5 - Bay Diary - Print the Ticket

Note - Print Dialog will open in a new window with Temporary Access Pass displayed

PoD-Process-38.png

Step 6 - WCS - Receipt Pallets

PoD-Process-39.png PoD-Process-40.png

Step 7 - WCS - Put-away Pallets

PoD-Process-41.png

Receipt status updated to "Putaway Confirmed" in WMS

PoD-Process-42.png

Bay Diary booking status is updated to "Processed"

PoD-Process-43.png


EMPTY CONTAINER DELIVERY

Receipt of an empty container


ROAD / VESSEL

PROCESS FLOW

PoD-Process-44.png


EXAMPLE

Step 1 - TCM - Select either "Inbound Road" or "Inbound Vessel" from the Processes section of the Burger menu

PoD-Process-45.png

Step 2 - TCM - Add the task header and detail records and confirm the entries (multiple containers can be added against a single booking)

PoD-Process-46.png

Step 3 - TCM - Locate the Job in WIP and select it

PoD-Process-47.png

Step 4 - TCM - Confirm the job details

PoD-Process-48.png

Step 5 - TCM - Available tasks will display. Select the appropriate task to start the move PoD-Process-49.png

Step 6 - TCM - A list of suitable storage locations for the container will display. Select the desired location

PoD-Process-50.png

Step 7 - TCM - The task being completed is summarised. Press Confirm to complete the task

PoD-Process-51.png

A notification bar displays at the top of the screen to confirm that the task has been completed successfully

PoD-Process-52.png


OUTBOUND

Sales Order of a full container


FULL CONTAINER COLLECTION

ROAD (IMPORT)

PROCESS FLOW

POD-Process-53-v2.png


EXAMPLE

Step 1 - WMS - Add the Sales Order

PoD-Process-54.png

Step 2 - Bay Diary - Select a Time for the Booking

PoD-Process-55.png

Step 3 - Bay Diary - Add the Booking (Outbound) and link the Sales Order

PoD-Process-56.png

Step 4 - Bay Diary - "Arrive" the Booking

PoD-Process-57.png

Step 5 - Bay Diary - Print the Ticket

Note - Print Dialog will open in a new window with Temporary Access Pass displayed

PoD-Process-58.png

Step 6 - TCM - Locate the Job in WIP and select it

PoD-Process-59.png

Step 7 - TCM - Available tasks will display. Select the appropriate task to start the move

PoD-Process-60.png

Step 8 - TCM - Confirm the move details before starting the task

PoD-Process-61.png

Step 9 - TCM - The task being completed is summarised. Press Confirm to complete the task

PoD-Process-62.png

A notification bar displays at the top of the screen to confirm that the task has been completed successfully

PoD-Process-13.png

Bay Diary booking status is updated to "Processed"

PoD-Process-63.png

Step 10 - Traffic Control - Optional - no longer in use - Locate the Booking in Traffic Control, and select Depart [

[File:PoD-Process-64.png|800px]]

Step 11 - Traffic Control - Optional - no longer in use - Capture Signature and then select Depart

PoD-Process-65.png

A notification bar displays at the top of the screen to confirm that the booking has been departed

PoD-Process-66.png

Bay Diary booking status is updated to "Departed" and the Departure Time has been set

Note Note: As Traffic Control is no longer in use, manually set the Bay Diary booking status is updated to "Departed"

PoD-Process-67.png

Sales Order status is updated to "9 - Despatched"

PoD-Process-68.png


VESSEL (EXPORT)

PROCESS FLOW

PoD-Process-69.png


EXAMPLE

Step 1 - WMS - Add the Sales Order

Note - "Request Type" is E and "Customer Ref." is Voyage Reference

PoD-Process-70.png

PoD-Process-71.png

Step 2 - TCM - Add the task header and detail records and confirm the entries (multiple containers can be added against a single booking)

PoD-Process-72.png

Step 3 - WMS - Allocate the order in Sales Order Maintenance Header

PoD-Process-73.png

Step 4 - TCM - Locate the Job in WIP and select it

PoD-Process-74.png

Step 5 - TCM - Available tasks will display. Select the appropriate task to start the move

PoD-Process-75.png

Step 6 - TCM - Confirm the move details before starting the task

PoD-Process-76.png

Step 7 - TCM - The task being completed is summarised. Press Confirm to complete the task

PoD-Process-77.png

A notification bar displays at the top of the screen to confirm that the task has been completed successfully

PoD-Process-78.png

Step 8 - WMS - Despatch the Order

PoD-Process-79.png

Information pop-up displays to confirm the order has been despatched

PoD-Process-80.png


BREAK BULK (PALLETS) COLLECTION

Sales Order of pallets


ROAD (IMPORT)

PROCESS FLOW

POD-Process-81-v2.png


EXAMPLE

Step 1 - WMS - Add the Sales Order

PoD-Process-82.png

Step 2 - Bay Diary - Select a Time for the Booking

PoD-Process-55.png

Step 3 - Bay Diary - Add the Booking (Outbound) and link the Sales Order

PoD-Process-83.png

Step 4 - Bay Diary - "Arrive" the Booking

PoD-Process-84.png

Sales Order status is updated to "5 - Pick List". WCS Tasks added

PoD-Process-85.png

Step 5 - Bay Diary - Print the Ticket

Note - Print Dialog will open in a new window with Temporary Access Pass displayed

PoD-Process-86.png

Step 6 - WCS - Pick the Pallets

PoD-Process-87.png PoD-Process-88.png

Step 7 - WCS - Load the Order

PoD-Process-89.png PoD-Process-90.png

Sales Order status is updated to "9 - Despatched"

PoD-Process-91.png

Bay Diary booking status is updated to "Processed"

PoD-Process-92.png

Step 8 - Traffic Control - Optional - no longer in use - Locate the Booking in Traffic Control, and select Depart

PoD-Process-93.png

Step 9 - Traffic Control - Optional - no longer in use - Capture Signature and then select Depart

PoD-Process-94.png

A notification bar displays at the top of the screen to confirm that the booking has been departed

PoD-Process-95.png

Bay Diary booking status is updated to "Departed" and the Departure Time has been set

PoD-Process-96.png

Note Note: As Traffic Control is no longer in use, manually set the Bay Diary booking status is updated to "Departed"


VESSEL (EXPORT)

PROCESS FLOW

PoD-Process-97.png


EXAMPLE

Step 1 - WMS - Add the Sales Order

Note - "Request Type" is E and "Customer Ref." is Voyage Reference

PoD-Process-98.pngPoD-Process-99.png

Step 2 - WMS - Allocate the order in Sales Order Maintenance Header and Generate Pick List

PoD-Process-100.png

The Picklist will print on the users default printer

PoD-Process-101.png

Pick tasks are sent to the WCS

PoD-Process-102.png

Step 3 - WCS - Pick the Pallets

PoD-Process-103.png PoD-Process-104.png

Step 4 - WMS - Despatch the Order

PoD-Process-105.png

Information pop-up displays to confirm the order has been despatched

PoD-Process-106.png


TAKING IT FURTHER

Sales Orders can be grouped using Pick Waves. This allows them to be Allocated, Picked, and Despatched together

Step 1 - WMS - Open Pick Wave Maintenance

Note - "Order Status" and "Request Type" can be used to filter the results

PoD-Process-107.png

Step 2 - WMS - Build the Route Load by ticking the relevant orders and pressing Save

Note - The Load number will then be assigned

PoD-Process-108.png

Step 3 - WMS - Allocate the Route/Load

PoD-Process-109.png

Step 4 - WMS - Send the Route/Load out for Picking

PoD-Process-110.png

Picklists will print for each order on the Route/Load

PoD-Process-111.png

PoD-Process-112.png

Complete the picks on the RF as normal

Step 5 - WMS - Despatch the Route/Load (all orders will be despatched)PoD-Process-113.png


EMPTY CONTAINER COLLECTION

Collection of empty containers


ROAD (IMPORT)

PROCESS FLOW

POD-Process-114-v2.png


EXAMPLE

Step 1 - Bay Diary - Select a Time for the Booking

PoD-Process-115.png

Step 2 - Bay Diary - Add the Booking (Empty Collection) and enter the Container Type

PoD-Process-116.png

Step 3 - Bay Diary - "Arrive" the Booking

PoD-Process-117.png

Step 4 - Bay Diary - Print the Ticket

Note - Print Dialog will open in a new window with Temporary Access Pass displayed

PoD-Process-118.png

Step 5 - TCM - Locate the Job in WIP and select it

PoD-Process-119.png

Step 6 - TCM - Available tasks will display. Select the appropriate task to start the move

PoD-Process-120.png

Step 7 - TCM - Select the location that the Empty Container is stored in

PoD-Process-121.png

Step 8 - TCM - Select the Empty Container

PoD-Process-122.png

Step 9 - TCM - Confirm the move details before starting the task

PoD-Process-123.png

Step 10 - TCM - The task being completed is summarised. Press Confirm to complete the task

PoD-Process-124.png

A notification bar displays at the top of the screen to confirm that the task has been completed successfully

PoD-Process-125.png

Bay Diary booking status is updated to "Processed"

PoD-Process-126.png

Step 11 - Traffic Control - Optional - no longer in use - Locate the Booking in Traffic Control, and select Depart

PoD-Process-127.png

Step 12 - Traffic Control - Optional - no longer in use - Capture Signature and then select Depart

PoD-Process-128.png

A notification bar displays at the top of the screen to confirm that the booking has been departed

PoD-Process-129.png

Bay Diary booking status is updated to "Departed" and the Departure Time has been set

PoD-Process-130.png

Note Note: As Traffic Control is no longer in use, manually set the Bay Diary booking status is updated to "Departed"


VESSEL (EXPORT)

PROCESS FLOW

PoD-Process-131.png


EXAMPLE

Step 1 - TCM - Add the Outbound Vessel Tasks

PoD-Process-132.png

Step 2 - TCM - Confirm the tasks

PoD-Process-133.png

Step 3 - TCM - Locate the Job in WIP and select it

PoD-Process-134.png

Step 4 - TCM - Select the container that is being moved

PoD-Process-135.png

Step 5 - TCM - Confirm the move details before starting the task

PoD-Process-136.png

Step 6 - TCM - Move the container on to the bay and Confirm the task

PoD-Process-137.png

A notification bar displays at the top of the screen to confirm that the task has been completed successfully

PoD-Process-138.png


MAINTENANCE

DESTUFFING

Transferring the stock held within a container into the warehouse


ROAD (YARD)

PROCESS FLOW

PoD-Process-139.png


EXAMPLE

Note - Before a Container can be "Destuffed" it must have been receipted into the Container Yard (see Inbound - Full Container Delivery)

PoD-Process-140.png

Step 1 - Bay Diary - Select a Time for the Booking

PoD-Process-141.png

Step 2 - Bay Diary - Add the Booking (De-stuffing) and link the GRN

PoD-Process-142.png

Step 3 - TCM - Locate the Job in WIP and select it

PoD-Process-143.png

Step 4 - TCM - Confirm the move details before starting the task

PoD-Process-144.png

Step 5 - TCM - Move the container on to the bay and Confirm the task

PoD-Process-145.png

A notification bar displays at the top of the screen to confirm that the task has been completed successfully

PoD-Process-146.png

The status of the Bay Diary booking will be updated to "Arrived"

PoD-Process-147.png

Completing the container yard task will also send the WCS tasks.

Step 6 - WCS - Receipt the pallets

PoD-Process-148.png PoD-Process-149.png

Once all pallets have been receipted a new Container Yard Move will be created to return the container to the yard

PoD-Process-150.png

Step 7 - WCS - Put-away the Pallets

PoD-Process-151.png

Receipt status updated to "Putaway Confirmed" in WMS

PoD-Process-152.png

Step 8 - TCM - Select the task in WIP

PoD-Process-153.png

Step 9 - TCM - Select a location to return the empty container to

PoD-Process-154.png

Step 10 - TCM - Confirm the move details before starting the task

PoD-Process-155.png

Step 11 - TCM - Move the container on to the bay and Confirm the task

PoD-Process-156.png

A notification bar displays at the top of the screen to confirm that the task has been completed successfully

PoD-Process-157.png

Bay Diary booking status is updated to "Processed"

PoD-Process-158.png



APPENDIX A DOCUMENT HISTORY

Document History

Version Date Status Reason Initials
0.1 05/03/2019 In Progress To record process flows from Calidus systems perspective CH
0.2 18/03/2019 In Progress Various changes including addition of ECC flow and example CH
0.3 18/04/2019 For Review Added in FCC Vessel process. Document ready for review CH
2.0 04/12/2025 Issue Amended following process review for SaaS conversion ANW
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