Create Shipments

CargoEZ offers two methods for creating shipments:

Creating Shipments from a Lead

Refer back to the Create Lead and Lead Stages sections for relevant information.

Creating a Shipment Directly

1. Navigate to the Shipments menu in the Side bar.

2. Click on the designated button located in the top right corner to access the New Shipment.

3. In the New Shipment Window enter relevant Shipment details within the provided fields. (Refer to Shipment Table)

4. Click the Create button to save the information to create the shipment within CargoEZ.

Routing

1. The process of creating shipments changes according to the Service Type.

2. The fields involved in the shipment creation process are tailored to the Mode of Transport.

Commodity

1. In the commodity section, the items being transported vary depending on the mode of transport. For sea shipments, items are identified as marks and containers, while for air and other modes of transport, items are classified as handling units.

Parties

1. In this stage, it is essential to provide information for the following mandatory fields:

   • Billing Party: The entity responsible for paying the bills.

   • Shipper: The person or company that sends the goods.

   • Consignee: The person or entity that is to receive the shipment.

2. You can add contacts at this stage by simply clicking the button; this action will direct you to the Create Contact window, where you can add the contact that will serve as the billing party/shipper/consignee.

Pickup / Drop

The feature to copy the addresses of the consignee, shipper, and billing parties is available; you can simply click the copy option on the right side of the Pickup and Delivery address.