Shipments

The Shipments tab is displayed on the main menu as soon as the organization/company is registered in the Cargoo system. At first, only the Schedules feature of the Shipments page is visible. However, once you activate the Track&Trace module, the user can have access to Shipments view (all the fields are non-editable) or manage (fields are editable) modes. The Track&Trace module can be assigned to a user(s) by the Org/Company Admins.

To access your shipments,

• Under Main Menu, click Shipments->Shipments.

As you click on the Shipments tab, you can see the list of all your shipments (including their statuses) in the card view. You can switch them to the table view by clicking the table view icon at the upper-right corner of the page. 

Card view

Table view

Access Your Shipments

The Shipments page displays the following features through which you can access specific shipments:

• Data for Multiple Companies
• Search
• Filter

Data for Multiple Companies

By default, the Shipments page displays shipments data for one company. However, depending on your account accesses, you can see data for multiple companies. 

To see the data from multiple companies, 

1. Click Shipments ->Shipments.
2. At the upper-right corner, click on the dropdown list of Data for multiple companies and select the desired company(ies).

Search Your Shipment

Search can be done with the Booking, BL, Cargoo, Shipment or Order Reference numbers. As soon as you start typing, the search functionality will be activated, and the shipment list will be updated automatically.

To search for your desired shipment,

1. Click Shipments->Shipments.
2. At the upper-left corner of the appeared page, on the search tab, fill in the Cargoo Reference (or, Booking BL, Cargoo, Shipments, or Order Reference) number.

Filter Your Shipment

You can filter your order as per the following categorizations:

• Carriers
• Status 
• Status Update Date
• ETD Range
• ETA Range
• Locations 
• POL
• POD
• FND
• Country (Origin and Destination)
• Role
• Parties
• Exception Type
• Submission Type
• Incoterm
• Commodity

To filter the desired shipment,

1. Click Shipments ->Shipments.
2. At the upper-left corner of the appeared page, click Filter and fill in the required criteria.  

To exit, click anywhere outside the filter window.

Clear Filter Criteria

You can clear the filter for an individual selected criteria by clicking on ‘X’ icon.

You can clear all filters by clicking on ‘Clear All’ icon.

Select a Filter Template

In order to group your shipment(s) as per the selected criteria (whether using search, filter, or clicking on the lifecycle widgets), you can save a filter template to have these shipment(s) at hand and easily accessible. 

To save the shipment(s) as a template:  

1. Click Shipments ->Shipments.
2. As you find your shipment(s) via filter (search or clicking on the lifecycle widgets), next to the selected criteria, click Save as a Template. 

    3. As the pop-up window appears, enter the template name, and click Save. 

The template will be saved, and you can access it by clicking Please select a filter template next to Filter. 

Note	Created templates are only accessible to specific users (not all company users).

---

Shipment Lifecycle Widgets

On the Shipments page, you can see shipments' milestones beneath the Search and Filter tabs, highlighted in a red box in the below Figure. You can click on each milestone or the numbers in red, yellow or green to filter the shipments list according to the respective status. A shipment acquires the statuses, given in Table 1 below.

Table 1: Shipment Lifecycle Widgets 

STATUS	DESCRIPTION	RED	YELLOW	GREEN
Active	All, except Cancelled, Rejected, Completed	Shipment exceptions	Document exceptions	No exceptions
Draft	The Shipment is created and not yet booked  ETD - today or  Departure To - today	ETD or Departure To <= 7 days	ETD or Departure To <= 14 days	ETD or Departure To >14 days
Delegated	The shipment is delegated to the next party  ETD - today or  Departure To - today	ETD or Departure To <= 7 days	ETD or Departure To <= 14 days	ETD or Departure To >14 days
Submitted	Today - submitted date	Submission date <3 days	Submission date <=3 day	Submission date <=1 day
Confirmed	Booking is confirmed and  ETD is today	ETD <= 3 days	ETD <= 5 days	ETD >5 days
Gate Out	The empty container is issued to be filled in with the commodity and brought back  ETD is today	ETD <= 3 days	ETD <= 5 days	ETD >5 days
Gate In	The full container is brought back   ETD is today	ETD < 0 days	ETD <= 2 days	ETD > 2 days
At Sea	Shipped: today - ETA to TS/FND AND  there is no ATA to TS/FND for leg 1 and no ATD or ATA to TS/FND for all next legs	ETA to TS/FND >=2 days (2 or more days delay)	ETA to TS/FND 1 day delay	ETA to TS/FND <=0 days (no delay)
At TS Port	Shipped today-ETD from TS AND  ATA to TS for the previous leg exists AND  there is no ATA to TS event for the same leg and ATD from TS or ATA to TS for all next legs	ETA to TS/FND >=2 days (2 or more days delay)	ETA to TS/FND 1 day delay	ETA to TS/FND <=0 days (no delay)
Arrived	ATA-ETA (last leg of the main carriage)	>=2 days delay	1 day delay	<=0 (No delay or arrived earlier)
All	All statuses	Shipment exceptions	Document exceptions	No exceptions

Note	As you apply a filter, all widgets will be unselected.

 

You can include the TEUs under the statuses, by clicking the TEU icon at the upper right corner. 

Manage Your Shipment 

On each shipment card, depending on the user access (if manage mode is activated under Track&Trace module) and the party type, you will find the following clickable items:

• Copy as a New Shipment Plan  
• Editing Shipment 
• Remove Shipment

Copy Your Shipment

In case the same shipment details are required, Cargoo offers the “copy shipment” clickable icon which is available to the shipment creator party.

In case of copying the delegated shipment plan, the system will offer the following two options:

1. Copy as a Draft Shipment Plan (the delegation history will not be saved, including the delegation emails);
2. Copy as a Delegated Shipment Plan (the delegation history will be saved, while the copied shipment will be in draft status and the booking type will not be copied).

To copy the shipment, 

1. Click Shipments ->Shipments. 
2. As you find your desired shipment, click Copy as a new Shipment Plan icon and select one of the two options (only for delegated shipments). 

Once shipment plan is copied, you will be directed to the Booking view, where you need to follow the standard steps for shipment plan creation (see Submitting or Delegating a Booking Request manual).  

Once the shipment is copied, the new shipment will appear on the shipments list in the draft status. You can access it by clicking on Shipments as per below screenshot. 

Edit Your Shipment

This feature is available only to the shipment creator party for the shipments in draft status. If the shipment is in delegated status, this feature is available to all the parties in the delegation chain. 

To edit the shipment,

1. Click Shipments ->Shipments.
2. As you find your desired shipment, click Edit Shipment icon.

You will be redirected to the Edit Booking page, where the details to be filled are the same as in the Submitting or Delegating a Booking Request. 

---

Remove Your Shipment

A shipment can be removed by the shipment creator party if it is in draft status.

To remove a shipment,

1. Click Shipments ->Shipments.
2. As you find your desired shipment, click Remove Shipment icon․

Note

Each shipment card is clickable. In case you click on a shipment with draft or delegated status, you will be redirected to the Shipment View page, the details of which are described here. If you click on a shipment with the status submitted or higher, you will be redirected to Track&Trace, described here.

---

Bulk Delete

For the shipments in draft status, there is an option to perform a bulk deletion of shipments.

1. Filter the shipments in draft status as described in Filter Your Shipment section or click on Draft in the Shipment Lifecyle Widgets section.
2. Click on Bulk Delete on the upper-right corner. 

     3. Select the shipments to be deleted by clicking on the checkbox on the left side of the 

        shipment card (see the below figure). If you would like to delete all draft shipments, 

        you can click on Select All on the upper-right corner (see the figure here).

    4. After you complete your selection, click on Delete selected shipments on the upper-

        right corner.

    5. As the pop-up window appears, click Confirm.

If you decide not to delete any draft shipments, you can click Cancel Delete on the upper-right corner. You will then be directed to the standard shipment view. 

---

Bulk Discard

For the shipments in delegated status, there is an option to perform a bulk discard of the delegation of the shipments.

1. Filter the shipments in delegated status as described in Filter Your Shipment section or click on Delegated in the Shipment Lifecyle Widgets section.
2. Click on Bulk Discard on the upper-right corner.

     3. Select the shipments to be deleted by clicking on the checkbox on the left side of the 

        shipment card (see the below figure). If you would like to discard all delegation for 

        all delegated shipments, you can click on Select All on the upper-right corner (see the 

        figure here).

    4. After you complete your selection, click on Discard selected shipments on the upper-

        right corner. 

    5. As the pop-up window appears, you can insert the Reason of Cancellation (optional), 

        then click Confirm.

If you decide not to discard delegation for any shipments, you can click Cancel Discard on the upper-right corner. You will then be directed to the standard shipment view. 

To download the print version of this article, click the PDF icon: