Shipping Instruction (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 optimized inventory management

 

Background

The CALISTA Shipping Instruction module is a common platform for the Carrier to process shipping instruction electronically instead of via manual means (eg phone, email and fax).  


Objective

This user guide will help the user to process Shipping Instruction and issue BL. The user can review the Shipping Instruction and accept or reject it.

 

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) Update                          Replace previous values with the new values entered.
b) Confirm                         Confirm the change and submit
c) Reset                              Discard all changes and return to the default screen / values.
d) Delete                            Delete the document / information created.
e) Update & Confirm      Update information and Pending Shipper Confirmation
f)  Send                               Send for Manager’s approval
g) Retract                          Retract the SI while pending for Manager’s approval
h) Issue BL                         Issue BL
i)  Revoke BL                    Revoke BL for Manager approval
 

 

User Roles & Permission

CALISTA provides two pre-defined user roles for Carrier.

No.  

User Role  

Permission/User Access in CALISTA

1

Carrier Manager

Full user access to Carrier Shipping Instruction Module

2

Carrier Clerk

Full user access to Carrier Shipping Instruction Module except Manage SI Approval function

 

                                               

 

Carrier Manager    

 

Carrier Clerk         

 

Shipping Instruction

Manage SI

Send SI

Manage SI Approval

 

Issue BL

Approve Certificate

 

Shipping Instruction

Manage Shipping Instruction

This module allows user to manage shipping instructions submitted from shippers.

On the CALISTA Shipping Instruction module, select Manage SI. User will be directed to the Manage SI Page. Shipping Instructions which are pending carrier’s confirmation will be listed here.  User to search or click directly on the record, and then click Edit. (Refer to Figure 1).
 

SI(Carrier) Manage SI

FIgure 1: Manage Shipping Instruction

User will be directed to the Approve SI page, where the user is able to view the Booking Information, Party Information, Container, Cargo and Documents (Refer to Figure 2.)

SI(Carrier) Approve SI Page Summary

Figure 2: Approve SI Page Summary - Booking Information

Under Party Information tab, enter B/L No. which is mandatory field. (Refer to Figure 3). Update other fields if necessary. Then click Update.

SI(Carrier) Party Information

Figure 3.1: SI - Party Information

SI(Carrier) Party Information (continued)

Figure 3.2: SI - Party Information (Continued)

​​​​​​Container information can be found under Container tab.  (Refer to Figure 4).

SI(Carrier) Container

Figure 4: SI - Container Information

Cargo information is available under Cargo tab. (Refer to Figure 5).

SI(Carrier) Cargo

Figure 5: SI - Cargo Information

Under SI Documents tab, user can download or upload documents.

SI(Carrier) SI Document

Figure 6: SI - SI Documents

​​​​​To provide SI confirmation, navigate back to Party Information tab.

SI(Carrier) Party Information after Confirm

Figure 7: SI - SI Information

Refer to the following table for respective actions of the buttons.

 

Button Action
Update Update the entered information and SI is routed back to Shipper for resubmission.
SI Status will be changed to “Pending SI Resubmission”.
Update & Confirm Update the entered information and confirm/approve the SI. 
SI Status will be changed to “Pending Shipper Confirmation”, and SI is routed to Shipper to confirm the updated information.
Confirm Confirm/Approve the SI.
SI Status will be changed to “SI Confirmed” and user can proceed to send SI for Carrier Manager approval.
Preview Preview BL

 

Send SI

On the CALISTA Shipping Instruction Module, select Send SI. User can find the confirmed shipping instructions here. Click Edit to send SI for Carrier Manager Approval

SI(Carrier) Send SI

Figure 8: Confirmed SI List

​​​​​​User will be directed to the Send SI page, where the user is able to view the Booking Information, Party Information, Container, Cargo and SI Documents (Refer to Figure 9.)

SI(Carrier) Send SI (Booking Information)

Figure 9: SI - Booking Information

SI(Carrier) Send SI (Party Information)

Figure 10: Party Information Tab

Refer to the following table for respective actions of the buttons.

Button

Action

Update

Update the entered information and SI is routed back to Shipper. Status will be changed to “Pending SI Resubmission”.

Update & Confirm

Update the entered information and confirm the SI.

SI Status is changed to “Pending Shipper Confirmation”, and SI is routed to Shipper.

Send

Status is changed to “Pending SI Approval”, and SI is routed to user having Carrier Manager Role in CALISTA.

Retract

Carrier Clerk can retract/recall the SI (Status=Pending SI Approval) while pending for Carrier Manager’s approval. Not applicable when status is “SI Confirmed” stage.

Upon clicking on Retract button, SI status will be reverted to SI Confirmed.

(Refer to Retract Function)

Preview

Preview BL

To send for Carrier Manager’s Approval, click Send. Status will be changed to “Pending SI Approval”.

SI(Carrier) Pending SI Approval

Figure 11: SI Pending SI Approval

 

Manage SI Approval

This module is accessible by user having CALISTA User Role as “Carrier Manager”.

On the CALISTA Shipping Instruction Module, click Manage SI Approval. User will find shipping instructions with status having “Pending SI Approval”. Click Edit to review the SI details.

SI(Carrier) Manage SI Approval

Figure 12: Manage SI Approval Page

Review the SI.

SI(Carrier) Manage SI Approval (Booking Information)

Figure 13: Manage SI Approval

Click Approve or Reject.

SI(Carrier) Manage SI Approval (Approve Reject)

Figure 14: Manage SI Approval - Approve/Reject

Refer to the following table for respective actions of the buttons.

Button

Action

Approve

SI Status is changed to “SI Approved”, and it is routed back to Carrier Clerk to issue BL.

Reject

SI Status is changed to “SI Confirmed”, and SI is routed back to Carrier Clerk. Carrier Clerk can find it under Send SI module.

Preview

Preview BL

 

 

 

 

 

 

 

 

 

Issue BL

This module allows user to issue BL to Shipper.


To issue BL, click Issue BL.  User can find the list of approved SI here. User to search or click directly on the record, and then click Edit.
 

SI(Carrier) Issue BL

Figure 15: SI Approved List

Booking Information will be populated.

SI(Carrier) Issue BL (Booking Information)

Figure 16: Issue BL - Booking Information

Review Party Information, Container, Cargo and SI Documents tabs respectively.

To issue or revoke BL, navigate back to Party Information tab.

SI(Carrier) Issue BL (Party Information)

Figure 17: Issue/Revoke BL

Click Refer to the following table for respective actions of each button.

Button

Action

Issue BL

Final BL is provided to Shipper. Status is changed to “BL Issued”

Revoke BL

SI Status is changed to “Pending SI Approval”, and SI is routed back to Carrier Manager for approval.

 

Approve Certificate

This module allows Carrier to review and provide approval/rejection for the shipping certificates submitted by the shippers.

Click Edit to review the shipping certificates.

SI(Carrier) Approve Certificate

Figure 18: Approve Certificate

Choose Approved or Rejected and click Update.

SI(Carrier) Approve Certificate (Approve Reject)

Figure 19: Approve/Reject Certificate

 

Retract Function

This allows Carrier Clerk to retract the submitted SI while it is pending for Carrier Manager’s approval (Status=Pending SI Approval).

Carrier Clerk can use this function when there is a need to amend some information at this stage.​​​​​​​

 

On CALISTA Shipping Instruction menu, select Send SI. Look for the record that user would like to retract and click Edit.

Note: Retract is only applicable for those SI Status having “Pending SI Approval”.

SI(Carrier) Send SI Retract

Figure 20: Send SI

​​​​​​Go to Party Information tab where Retract button is available.

​​​​​​​Note: In this stage, this SI is not eligible for Update/Update and Confirm/Send actions.

SI(Carrier) Send SI Retract (Party Information)

Figure 21: Retract

​​​​​​Upon clicking Retract button, SI status will be reverted to “SI Confirmed”.

SI(Carrier) Send SI Retract (Retract)

Figure 22: SI Confirmed 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.