Module Toolbar

In the Cargo Module, the toolbar includes both standard actions (such as sending to a folder, adding to a user’s working folder, printing, managing categories, and removing from a folder) and a wide range of specialized actions. Some of these specialized actions are available only for specific types of module objects.

• As in other modules, the toolbar can be customized. To do this, right-click the toolbar and select

  Customize
  from the context menu.

The toolbar includes the following specialized actions:

	Create a Bill of Lading
	Clone a Bill of Lading Empty Containers: Creation of a Empty Containers type bill of lading, which differs in structure by having a Containers tab instead of the Cargo tab for adding containers
	Create a Freight Invoice
	Clone a Freight Invoice Split Freight Invoice
	Send Bill of Lading: Send the B/L as an XLS file via email. Available only for Draft status. After sending, the status changes to Sent
	Sent Status: Change B/L status from Draft to Sent without emailing the XLS file
	Revert to Sent: Revert a B/L to Sent status. Available only for B/Ls in Approved status
	Parses a customer-approved B/L. Opens a window to select an XLS file containing B/Ls
	Generate a Freight Invoice
	Changes B/L status to Draft. Available for B/Ls in Web and Correction status
	Approve: Approves a B/L. Used for B/Ls in Wait status (submitted by the client via Web Portal)
	Sets B/L status to Approved. Available for B/Ls in Sent, Wait, or Parsing status (if the Allow change ‘Parsing’ to ‘Approved’ setting is enabled in the admin panel)
	Sends the freight invoice as an email attachment and automatically changes its status to Unpaid. Available only for invoices in Draft status
	Changes the freight invoice status from Draft to Unpaid without sending the generated invoice file via email
	Changes the freight invoice status from Unpaid back to Draft. Available only for invoices currently in Unpaid status

Additional actions are available in the More Actions submenu:

• Generate a Sea Preliminary: Generating a preliminary ship arrival/ departure file in XML format.

• Cargo Settings: Settings used to populate certain fields in Bills of Lading and Freight Invoices, as well as to determine rate types.

• Fuel Rates: Displaying a window showing fuel prices based on the MABUX exchange index, which is used to calculate service costs in freight invoices.

• Generate Documents: Generating the cargo documents (Manifest, Declaration, Container Manifest, and Container Declaration).

• Export BLs to DAKOSY: Enabling the export of bill of lading data (in XML format) for subsequent import into the DAKOSY system (Datenkommunikationssystem).

• Parse Bill of Lading: Automated import of BLs from a selected XLS, PDF, or XML file.

• Parse Freight Invoice: Automated import of freight invoices from a selected XLS file.