PoD Process Flows Overview: Difference between revisions

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== SOLUTION MAP ==
== SOLUTION MAP ==


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




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


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




==== 4.1.1.2 EXAMPLE ====
==== 4.1.1.2 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 92:
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
[[File:PoD-Process-9.png|800px]]


Step 5 - TCM - Available tasks will display. Select the appropriate task to start the move[[File:PoD-Process-10.png|800px]]
Step 5 - TCM - Available tasks will display. Select the appropriate task to start the move
[[File:PoD-Process-10.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 6 - TCM - A list of suitable storage locations for the container will display. Select the desired location
[[File:PoD-Process-11.png|800px]]


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




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==== 4.1.2.1 PROCESS FLOW ====
==== 4.1.2.1 PROCESS FLOW ====


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




Line 115: Line 122:
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[[File:PoD-Process-17.png|800px]]
Step 3 - Bay Diary - Add the Booking (Full Container Delivery) and link the GRN
[[File:PoD-Process-17.png|800px]]


Step 4 - Bay Diary - "Arrive" the Booking
Step 4 - Bay Diary - "Arrive" the Booking
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[[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
[[File:PoD-Process-21.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 - 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 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"
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==== 4.2.1.1 PROCESS FLOW ====
==== 4.2.1.1 PROCESS FLOW ====


[[File:PoD-Process-27.png]]
[[File:PoD-Process-27.png|800px]]




==== 4.2.1.2 EXAMPLE ====
==== 4.2.1.2 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 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
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[[File:PoD-Process-31.png|800px]]
[[File:PoD-Process-31.png|800px]]


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]]




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==== 4.2.2.1 PROCESS FLOW ====
==== 4.2.2.1 PROCESS FLOW ====


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




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


Step 4 - Bay Diary - "Arrive" the Booking
Step 4 - Bay Diary - "Arrive" the Booking
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==== 4.3.1.1 PROCESS FLOW ====
==== 4.3.1.1 PROCESS FLOW ====


[[File:PoD-Process-44.png]]
[[File:PoD-Process-44.png|800px]]




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Step 3 - TCM - Locate the Job in WIP and select it [[File:PoD-Process-47.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 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[[File:PoD-Process-51.png|800px]]
Step 7 - TCM - The task being completed is summarised. Press ''Confirm'' to complete the task
[[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]]




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==== 5.1.1.1 PROCESS FLOW ====
==== 5.1.1.1 PROCESS FLOW ====


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




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Step 1 - WMS - Add the Sales Order [[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[[File:PoD-Process-55.png|800px]]
Step 2 - Bay Diary - Select a Time for the Booking
[[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]]
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Step 9 - TCM - The task being completed is summarised. Press ''Confirm'' to complete the task [[File:PoD-Process-62.png|800px]]
Step 9 - TCM - The task being completed is summarised. Press ''Confirm'' to complete the task [[File:PoD-Process-62.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]]
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]]


Bay Diary booking status is updated to "Processed"
Bay Diary booking status is updated to "Processed"
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==== 5.1.2.1 PROCESS FLOW ====
==== 5.1.2.1 PROCESS FLOW ====


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




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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]]
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]]


Step 3 - WMS - Allocate the order in Sales Order Maintenance Header[[File:PoD-Process-73.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]]
Step 4 - TCM - Locate the Job in WIP and select it [[File:PoD-Process-74.png|800px]]
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==== 5.2.1.1 PROCESS FLOW ====
==== 5.2.1.1 PROCESS FLOW ====


[[File:PoD-Process-81.png]]
[[File:PoD-Process-81.png|800px]]




==== 5.2.1.2 EXAMPLE ====
==== 5.2.1.2 EXAMPLE ====


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


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


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


Step 4 - Bay Diary - "Arrive" the Booking
Step 4 - Bay Diary - "Arrive" the Booking
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[[File:PoD-Process-84.png|800px]]
[[File:PoD-Process-84.png|800px]]


Sales Order status is updated to "5 - Pick List". WCS Tasks added[[File:PoD-Process-85.png|800px]]
Sales Order status is updated to "5 - Pick List". WCS Tasks added
[[File:PoD-Process-85.png|800px]]


Step 5 - Bay Diary - Print the Ticket
Step 5 - Bay Diary - Print the Ticket
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==== 5.2.2.1 PROCESS FLOW ====
==== 5.2.2.1 PROCESS FLOW ====


[[File:PoD-Process-97.png]]
[[File:PoD-Process-97.png|800px]]




Line 425: Line 455:
Note - "Request Type" is ''E'' and "Customer Ref." is ''Voyage Reference''[[File:PoD-Process-98.png|800px]][[File:PoD-Process-99.png|800px]]
Note - "Request Type" is ''E'' and "Customer Ref." is ''Voyage Reference''[[File:PoD-Process-98.png|800px]][[File:PoD-Process-99.png|800px]]


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


The Picklist will print on the users default printer[[File:PoD-Process-101.png|800px]]
The Picklist will print on the users default printer
[[File:PoD-Process-101.png|800px]]


Pick tasks are sent to the WCS[[File:PoD-Process-102.png|800px]]
Pick tasks are sent to the WCS
[[File:PoD-Process-102.png|800px]]


Step 3 - WCS - Pick the Pallets
Step 3 - WCS - Pick the Pallets
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[[File:PoD-Process-103.png|800px]] [[File:PoD-Process-104.png|800px]]
[[File:PoD-Process-103.png|800px]] [[File:PoD-Process-104.png|800px]]


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


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




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Step 1 - WMS - Open Pick Wave Maintenance
Step 1 - WMS - Open Pick Wave Maintenance


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


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


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


Step 3 - WMS - Allocate the Route/Load[[File:PoD-Process-109.png|800px]]
Step 3 - WMS - Allocate the Route/Load
[[File:PoD-Process-109.png|800px]]


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


Picklists will print for each order on the Route/Load[[File:PoD-Process-111.png|800px]]
Picklists will print for each order on the Route/Load
[[File:PoD-Process-111.png|800px]]


[[File:PoD-Process-112.png|800px]]
[[File:PoD-Process-112.png|800px]]
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==== 5.3.1.1 PROCESS FLOW ====
==== 5.3.1.1 PROCESS FLOW ====


[[File:PoD-Process-114.png]]
[[File:PoD-Process-114.png|800px]]




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Step 4 - Bay Diary - Print the Ticket
Step 4 - Bay Diary - Print the Ticket


Note - Print Dialog will open in a new window with Temporary Access Pass displayed[[File:PoD-Process-118.png|800px]]
Note - Print Dialog will open in a new window with Temporary Access Pass displayed
[[File:PoD-Process-118.png|800px]]


Step 5 - TCM - Locate the Job in WIP and select it [[File:PoD-Process-119.png|800px]]
Step 5 - TCM - Locate the Job in WIP and select it [[File:PoD-Process-119.png|800px]]
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Step 6 - TCM - Available tasks will display. Select the appropriate task to start the move [[File:PoD-Process-120.png|800px]]
Step 6 - TCM - Available tasks will display. Select the appropriate task to start the move [[File:PoD-Process-120.png|800px]]


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


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


Step 9 - TCM - Confirm the move details before starting the task [[File:PoD-Process-123.png|800px]]
Step 9 - TCM - Confirm the move details before starting the task [[File:PoD-Process-123.png|800px]]
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Step 10 - TCM - The task being completed is summarised. Press ''Confirm'' to complete the task [[File:PoD-Process-124.png|800px]]
Step 10 - TCM - The task being completed is summarised. Press ''Confirm'' to complete the task [[File:PoD-Process-124.png|800px]]


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]]
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]]


Bay Diary booking status is updated to "Processed"
Bay Diary booking status is updated to "Processed"
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==== 5.3.2.1 PROCESS FLOW ====
==== 5.3.2.1 PROCESS FLOW ====


[[File:PoD-Process-131.png]]
[[File:PoD-Process-131.png|800px]]




==== 5.3.2.2 EXAMPLE ====
==== 5.3.2.2 EXAMPLE ====


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


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


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


Step 4 - TCM - Select the container that is being moved[[File:PoD-Process-135.png|800px]]
Step 4 - TCM - Select the container that is being moved
[[File:PoD-Process-135.png|800px]]


Step 5 - TCM - Confirm the move details before starting the task [[File:PoD-Process-136.png|800px]]
Step 5 - TCM - Confirm the move details before starting the task [[File:PoD-Process-136.png|800px]]
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==== 6.1.1.1 PROCESS FLOW ====
==== 6.1.1.1 PROCESS FLOW ====


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




Line 572: Line 619:
Step 3 - TCM - Locate the Job in WIP and select it [[File:PoD-Process-143.png|800px]]
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]]
Step 4 - TCM - Confirm the move details before starting the task
[[File:PoD-Process-144.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 - Move the container on to the bay and Confirm the task [[File:PoD-Process-145.png|800px]]
Line 600: Line 648:
[[File:PoD-Process-153.png|800px]]
[[File:PoD-Process-153.png|800px]]


Step 9 - TCM - Select a location to return the empty container to[[File:PoD-Process-154.png|800px]]
Step 9 - TCM - Select a location to return the empty container to
[[File:PoD-Process-154.png|800px]]


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


Example of a file[[File:PoD-Process-159.png|800px]]
Example of a file
[[File:PoD-Process-159.png|800px]]


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


Step 3 - Locate the file on local drive and select Open[[File:PoD-Process-161.png|800px]]
Step 3 - Locate the file on local drive and select Open
[[File:PoD-Process-161.png|800px]]


Step 4 - Upload the File
Step 4 - Upload the File
Line 756: Line 808:
A message will display to indicate that the file has been uploaded.
A message will display to indicate that the file has been uploaded.


The PENDING status indicates that the order is still being loaded into the WMS.[[File:PoD-Process-163.png|800px]]
The PENDING status indicates that the order is still being loaded into the WMS.
[[File:PoD-Process-163.png|800px]]


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]]
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-165.png|800px]]
[[File:PoD-Process-165.png|800px]]


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




== BOOKINGS ==
== BOOKINGS ==


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]]
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]]




Line 775: Line 831:
==== 7.2.1.1 FULL CONTAINER DELIVERY ====
==== 7.2.1.1 FULL CONTAINER DELIVERY ====


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]]
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 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]]
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]]


Step 2 - Select the desired slot from the available slots[[File:PoD-Process-170.png|800px]]
Step 2 - Select the desired slot from the available slots
[[File:PoD-Process-170.png|800px]]


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


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


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




Line 820: Line 881:
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]]
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]]
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 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]]

Revision as of 17:03, 3 December 2025

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
Traffic Control To capture signatures upon departure from the site Tablet
WMS To track movements within the warehouse PC
WCS To complete movements generated by the WMS in an audited fashion RF
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.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


4.1.1 VESSEL (IMPORT)

4.1.1.1 PROCESS FLOW

PoD-Process-5.png


4.1.1.2 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


4.1.2 ROAD (EXPORT)

4.1.2.1 PROCESS FLOW

PoD-Process-14.png


4.1.2.2 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


4.2.1 VESSEL (IMPORT)

4.2.1.1 PROCESS FLOW

PoD-Process-27.png


4.2.1.2 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


4.2.2 ROAD (EXPORT)

4.2.2.1 PROCESS FLOW

PoD-Process-33.png


4.2.2.2 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


4.3.1 ROAD / VESSEL

4.3.1.1 PROCESS FLOW

PoD-Process-44.png


4.3.1.2 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

5.1.1 ROAD (IMPORT)

5.1.1.1 PROCESS FLOW

PoD-Process-53.png


5.1.1.2 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 - Locate the Booking in Traffic Control, and select Depart PoD-Process-64.png

Step 11 - Traffic Control - 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

PoD-Process-67.png

Sales Order status is updated to "9 - Despatched" PoD-Process-68.png


5.1.2 VESSEL (EXPORT)

5.1.2.1 PROCESS FLOW

PoD-Process-69.png


5.1.2.2 EXAMPLE

Step 1 - WMS - Add the Sales Order

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


5.2.1 ROAD (IMPORT)

5.2.1.1 PROCESS FLOW

PoD-Process-81.png


5.2.1.2 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 - Locate the Booking in Traffic Control, and select DepartPoD-Process-93.png

Step 9 - Traffic Control - 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


5.2.2 VESSEL (EXPORT)

5.2.2.1 PROCESS FLOW

PoD-Process-97.png


5.2.2.2 EXAMPLE

Step 1 - WMS - Add the Sales Order

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


5.2.2.3 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


5.3.1 ROAD (IMPORT)

5.3.1.1 PROCESS FLOW

PoD-Process-114.png


5.3.1.2 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 - Locate the Booking in Traffic Control, and select Depart PoD-Process-127.png

Step 12 - Traffic Control - 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


5.3.2 VESSEL (EXPORT)

5.3.2.1 PROCESS FLOW

PoD-Process-131.png


5.3.2.2 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


6.1.1 ROAD (YARD)

6.1.1.1 PROCESS FLOW

PoD-Process-139.png


6.1.1.2 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


PORTAL

UPLOAD SALES ORDERS

Sales orders can be uploaded through the Portal using the Order Upload menu


7.1.1 EXAMPLE

Step 1 - Build a Sales Order File

The file type must be .csv. The below table indicates the required column layout of the file:

Column

Name

1

Order Number

2

Order Date

3

Customer Reference

4

Customer Code

5

Customer Name

6

Delivery Address 1

7

Delivery Address 2

8

Delivery Address 3

9

Delivery Address 4

10

Post Code

11

Country Code

12

Phone Number

13

Email

14

Delivery Date

15

SKU

16

Quantity

Example of a file PoD-Process-159.png

Step 2 - Select the file (Choose File) in Order Upload PoD-Process-160.png

Step 3 - Locate the file on local drive and select Open PoD-Process-161.png

Step 4 - Upload the File

PoD-Process-162.png

A message will display to indicate that the file has been uploaded.

The PENDING status indicates that the order is still being loaded into the WMS. PoD-Process-163.png

A script is running in the background to upload the files into the WMS and create the relevant Sales Orders and Order Line Details PoD-Process-164.png

PoD-Process-165.png

Once the order/s have been uploaded the status is updated to "SUCCESS" in Portal PoD-Process-166.png


BOOKINGS

Bay Diary Bookings can be added through the Portal using the Bookings menu. To add any booking type you must first select a Carrier PoD-Process-167.png


7.2.1 EXAMPLES

7.2.1.1 FULL CONTAINER DELIVERY

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 PoD-Process-168.png

Step 1 - Select the Booking Type fill in the required fields (enter the Advice Note number in Reference) and press Request Slot PoD-Process-169.png

Step 2 - Select the desired slot from the available slots PoD-Process-170.png

Step 3 - Enter the vehicle and driver information and press Save PoD-Process-171.png

A pop-up notification box will display confirming the booking details PoD-Process-172.png

The booking is created in the Bay Diary system PoD-Process-173.png


7.2.1.2 BREAK BULK (PALLETS) DELIVERY

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 PoD-Process-174.png

Step 1 - Select the Booking Type fill in the required fields (enter the Advice Note number in Reference) and press Request Slot PoD-Process-175.png

Step 2 - Select the desired slot from the available slots PoD-Process-176.png

Step 3 - Enter the vehicle and driver information and press Save PoD-Process-177.png

A pop-up notification box will display confirming the booking details PoD-Process-178.png

The booking is created in the Bay Diary system PoD-Process-179.png


7.2.1.3 EMPTY CONTAINER COLLECTION

Step 1 - Select the Booking Type fill in the required fields (enter the ISO Container Type in Reference) and press Request Slot PoD-Process-180.png

Step 2 - Select the desired slot from the available slots PoD-Process-181.png

Step 3 - Enter the vehicle and driver information and press Save PoD-Process-182.png

A pop-up notification box will display confirming the booking details PoD-Process-183.png

The booking is created in the Bay Diary system PoD-Process-184.png


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 PoD-Process-185.png

The Container number should also be linked to the Order PoD-Process-186.png

Step 1 - Select the Booking Type fill in the required fields (enter the ISO Container Type in Reference) and press Request Slot PoD-Process-187.png

Step 2 - Select the desired slot from the available slots PoD-Process-188.png

Step 3 - Enter the vehicle and driver information and press Save PoD-Process-189.png

A pop-up notification box will display confirming the booking details PoD-Process-190.png

The booking is created in the Bay Diary system PoD-Process-191.png


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 PoD-Process-192.png

Step 1 - Select the Booking Type fill in the required fields (enter the ISO Container Type in Reference) and press Request Slot PoD-Process-193.png

Step 2 - Select the desired slot from the available slots PoD-Process-194.png

Step 3 - Enter the vehicle and driver information and press Save PoD-Process-195.png

A pop-up notification box will display confirming the booking details PoD-Process-196.png

The booking is created in the Bay Diary system PoD-Process-197.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
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