1. House B/L List
Go to the Navigator bar and click the “House B/L List” under Ocean Import. You can view and search all HB/L shipments here.
1.1 Search
1.1.1) How to search HB/L shipments
Click “Filter” and you can search the HB/L you’re looking for by entering the following in the “Keyword”: MB/L number, HB/L number, File number, PO number, Agent Ref Number and Sub B/L number.
Click “Apply Filters” to get the HB/L.
1.2 Block/Unblock
1.2.1) How to Block/Unblock shipments
Check the shipment(s) you’d like to block under the “Lock icon” row.
There will be a pop-up message. Once you block the shipment, its corresponding accounting info will be blocked as well. Click “OK” to block the shipment.
Check the shipment(s) you wish to unblock under the first row, then click “Unblock”.
There will be a pop-up message. Click “OK” to unblock the shipment.
1.3 Config
1.3.1) How to rearrange the table column configuration
Click “Config”
Select the items you want to see and uncheck the items you don’t. If you drag it above the “Freeze Column Divider”, the column of this item will be fixed on the Master B/L List.
1.4 Output Excel/Generate Profit Report
1.4.1) How to show shipment charges on Excel
We have an item called “Accounting Info.”. If you want to know the all charges of HB/Ls, this would be a useful feature for you.
Click “Excel” at the upper right corner, then “Download”
Scroll down and click the checkbox of Accounting info to output the excel.
The report will breakdown all charges of each HB/L shipments. It’s a convenient way to review your shipments’ accounting information at once.
5.4.2) How to review profit reports of specific shipments at once?
choose the shipments you’d like to check and click “Profit Report”.
The summary accounting amount will display on the preview profit page.
If you would like to review the profit of specific shipments, simply click the column on the top to change it. You can also “Download PDF”,”Print PDF” or “Email”, depending on your needs.
