Entering References in a Quote or Booking

In this Article

This article will explain how to enter References in a Quote or Booking.

Navigation

Before you can enter References in a quote or booking, you must first create a new quote or booking or edit an existing one. Once in a Quote or Booking, scroll down the page and locate the References section (It will be just below the Shipment Type and Route sections):

Steps

Click on the Expand icon to open the References section:

Enter References by typing in the fields.

Fields	Description
Carrier Booking Number	the Booking Number from the carrier or steamship line.
MBL Number	the Master Bill of Lading Number from the carrier.
HBL Number	the House Bill of Lading from the NVOCC (Non Vessel Operating Common Carrier).
Shipment Reference	the Shipper's references.
Purchase Order	the Purchase Order from the Shipper or Consignee.
Commercial Invoice	the Commercial Invoice for the sale of the goods between the shipper and consignee.
Certificate of Origin	The Certificate of Origin number. This is a document provided by the Chamber of Commerce validating that the goods were produced in the said location and country.
Forwarder	the Forwarder's refeerence.
Consignee	the Consignee's reference.
Agent	the Agent's reference.
NCM	For shipments to Brazil, the NCM is the harmonized commodity identification number for Brazil.
AES ITN / Exception	the AES ITN / Exception number is received by US Customs for filing an export declaration. You must get this number before carriers will accept your shipping instructions for exports.
AES Status	the status of the AES filing with US Customs.
ISF	the ISF transaction number required by US Customs for all shipment entering the U.S. It must be reeived 24 hours prior to vessel departure from the foreign port.
ISF Status	the status of the ISF filing with US Customs.
AMS	the AMS filing # with US Customs for the Booking. The manifest for import shipments must be filed with US Customs by the carrier or NVOCC (Non Vessel Operating Common Carrier). The AMS number and the corresponding quantity of packages on the bill of lading can be entered here. You may have multiple entries. The AMS number can be the Master or Houose Bill of Lading number.
IT	the Inbond Transfer number for the Booking. Used if the container(s) will be moved under bond to an inland location to clear customs.
Warehouse Receipts	the Warehouse Receipt numbers from the warehouse for the Booking.
PRO Numbers	the PRO Number from the trucker.
Tracking Numbers	the Tracking Numbers for the truck movement.
Pickup	the Pickup number for the truck pickup.
Special Instructions	Special Instructions for the Booking can be entered here.
Custom Fields	You can add your own customized reference fields in the Control Panel.

Note

Some fields will allow multiple entries. To enter multiple entries, type the first value, then press the ENTER key to save the value in the field. You can then enter another value by repeating the steps.

Tip

Some fields have a special icon in them:

If you click on this icon, the system will generate a sequence number for the field. Only certain fields have this sequence option. The format of this number can be setup in the Control Panel.