book & track (Carrier)

Introduction

About CALISTA

CALISTA is a global supply chain platform that brings together the key physical and nonphysical – such as regulatory and financial – activities of logistics on a digital eco-system that serves the community of logistics players and stakeholders.

Taking advantage of advanced digital technologies, CALISTA aims to reduce inefficiencies for the global supply chain by interacting with systems and applications (existing and new) of various stakeholders. CALISTA will streamline processes, documents and data in the flow of goods within and across countries and regions. Stakeholders will benefit from the reduction of data duplication, automated handshakes across nodes, improved authenticity of data flow and access to accurate and up-to-date status visibility. Envisioned as a global common platform, CALISTA will enable manufacturers to have direct and increased visibility of their goods while on the move, and for Logistics Service Providers (“LSPs”) to collaborate to develop value-adding global supply chain solutions for 2 of 3 their customers.

For example, with the greater visibility provided by CALISTA, manufacturers and their LSPs could partner port operators like PSA to access new port related asset-based and service-based solutions for greater productivity, and to explore new inter-modal transport corridors to achieve shorter transit times, better cost efficiencies and more optimised inventory management.

 

Background

The CALISTA book & track module is a common platform for the Carrier to manage booking request from the Carriers electronically instead of via manual means (eg phone, email and fax).

 

Objective

This user guide will help the user to Process Freight Booking & Booking Proposal. The user can change the vessel schedule and accept or reject a freight booking.

 

For Whom (Audience)

This user guide is primarily for the Carrier.

 

Commonly Used Terms

You will find the following commonly used action buttons in many of the CALISTA screens, clicking on them will effect the actions specified below:
    
a) Create     Generate a new document.
b) Update    Replace previous values with the new values entered.
c) Delete      Delete the document / information created.
d) Save        Save changes on Document upload
e) Submit    Confirm the change and submit

 

Freight Booking

Process Freight Booking & Booking Proposal

Retrieve Freight Booking

Click Freight Booking. User will be directed to the Manage Booking Page. Under (Refer to Figure 1.)  Pending Approval Bookings are located on top of the page.
User to search or click directly on the Booking, and then click Edit.

FrB(Carrier) Process Freight Booking

Figure 1: Process Freight Booking

​​​​​​User will be directed to the Approve Booking page, where the user is able to view and edit the Schedule Information, Containers, Documents (Refer to Figure 2.)

FrB(Carrier) Approve Freight Booking

Figure 2: Approve Booking Page

User is allowed to propose for other vessel/voyage, by clicking the New Vessel/ Voyage check box (Refer to Figure 3). Upon the checkbox is ticked, the Vessel/Voyage, Voyage Number, Vessel Name, POL ETA, POD ETA, POL ETD, POL ETD will be open for edit. (Refer to Figure 4)

FrB(Carrier) Propose New Vessel Voyage

Figure 3: User Propose New Vessel/Voyage (Before tick the New Vessel/Voyage Check Box)

FrB(Carrier) Edit Vessel Voyage

Figure 4: User Propose New Vessel/ Voyage (Voyage details are open for editing)

User can proceed to view the Container details, and the Documents. User can download the Document. (Figure 5 & Figure 6)

FrB(Carrier) Container

Figure 5: User View Container Details

FrB(Carrier) Document

Figure 6: User to Download or Upload Document

Under the Approve Tab, user will update the “Booking reference, Carrier Remarks and the Booking Status (Approve or Reject). When it is done, click Update. An email notification will be sent out to both shipper and carrier.

FrB(Carrier) Approval Screen

Figure 7: Approval Screen

Approve Freight Booking Amendment

This allows user to review the freight booking amendment and provide approval or rejection Freight Booking Amendment is only applicable for the bookings that have been initially approved by Carrier.

 

Click Manage Booking Amendment module. User will be redirected to Manage Booking Amendment Page. Pending Amendment Bookings are located on top of the page. (Refer to Figure 8).

User to search or click directly on the Booking, and then click Edit.

FrB(Carrier) Review Pending Amendment

Figure 8: Review pending amendment

User will be directed to the Proposed Amendment page, where the user is able to view the Schedule Information and Amendment Details (Refer to Figure 9).

FrB(Carrier) Proposed Amendment

Figure 9: Proposed Amendment Page

User can proceed to view the Amendment Details (Refer to Figure 10).

FrB(Carrier) View Amendment

Figure 10: User views Amendment Details

Under Approval tab, user will update the “Booking reference Number, Carrier Remarks and the Booking Status (Approved or Rejected). When it is done, click Submit. An email notification will be sent out to both shipper and carrier.

FrB(Carrier) Approve Reject Amendment

Figure 11: User approves/rejects the amendment

 

Booking Status Selection

Action

Amendment Approved

Booking Status will be changed to “Approved”, and the changes submitted for the amendment will be reflected in the booking.

Amendment Rejected

Booking Status will be shown as “Rejected” and the changes submitted for the amendment will not be reflected.

Click Manage Booking. Approved/Rejected freight booking can be found in Processed Bookings.

FrB(Carrier) Approve Reject Booking List

Figure 12: Approved/Rejected Booking List

Amend Freight Booking

User can also amend details of an approved Freight Booking.

Click Manage Booking module. User will be redirected to Manage Booking Page. (Refer to Figure 13)

Under Processed Bookings, click Edit for an approved booking.

FrB(Carrier) Manage Booking

Figure 13: Manage Booking

User will be directed to the Booking Information page, where the user is able to view the Schedule and Shipment details.

Under Booking Information tab, the editable fields include (Refer to Figure 14 and 15):

Schedule Details

  • Vessel/Voyage
  • Vessel Name
  • Voyage Number
  • International Voyage Number
  • POL Planned ETA
  • POL Planned ETD
  • POD Planned ETA
  • POD Planned ETD
  • Port of Loading
  • Port of Discharge
  • Load Terminal
  • Discharge Terminal

Shipment Details

  • Move Type
  • Company Name
  • Company Address
  • Contact name
  • Contact Phone No.
  • Requested Empty Pick-up Date & Time
  • Place of Delivery
  • Place of Receipt
  • Shipper Remarks
  • Carrier/NVOCC/Booking Agent/Remarks

 

After editing the fields, click Update. (Refer to Figure 15)

FrB(Carrier) Booking Information Editable Fields

Figure 14: Booking Information - Editable Fields

FrB(Carrier) Booking Information Editable Fields (Continue)

Figure 15: Booking Information - Editable Fields (Continued) and Update

Under Containers tab, user is unable to add a new container and can only edit existing container information.

Click Edit. (Refer to Figure 16)

FrB(Carrier) Container Edit

Figure 16: Containers - Edit

Container Information Detail will appear. (Refer to Figure 17)

User can edit the following fields:

  • Quantity
  • Type
  • Height Type
  • Size
  • Status

FrB(Carrier) Container Editable Fields

Figure 17: Containers - Editable Fields

Under Documents tab, user can choose to edit existing document record.

Click Edit. (Refer to Figure 18)

FrB(Carrier) Documents Edit

Figure 18: Documents - Edit

Document Upload details will appear.

User can edit the File Type, Description and change the uploaded file.

Once the details are edited, click Update. (Refer to Figure 19)

 

FrB(Carrier) Documents Editable Fields

Figure 19: Documents - Editable Fields

Under Documents tab, user can also choose to add new document record.

Click plus icon. (Refer to Figure 20)

FrB(Carrier) Documents Add Record

Figure 20: Documents - Add New Record

Document Upload details will appear.

User can fill in the File Type, Description and choose a file to upload.

Once the details are filled in, click Save. (Refer to Figure 21)

FrB(Carrier) Documents Fields to fill

Figure 21: Documents - Fields to fill in

Document record is successfully added. (Refer to Figure 22)

FrB(Carrier) Documents Record Added

Figure 22: Documents - Record Successfully Added

After Carrier amends the booking record, the status of the booking record still remains as "Approved". (Refer to Figure 23)

FrB(Carrier) Manage Booking Approved

Figure 23: Manage Bookings - Approved Status

Conclusion

Thank you for your attention. You are now ready to use the functions described in this user guide. We are sure you will find CALISTA an invaluable service to help bring your business to even greater heights.

From the CALISTA Customer Service Team.