Sea Freight Consolidation

Overview

Sea Freight Consolidation is a document used to manage consolidated cargo operations where multiple shipments are combined into a single consolidation for transportation. This document helps track consolidated cargo, calculate consolidation ratios, and manage costs across multiple shipments.

Purpose

The Sea Freight Consolidation document is used to: - Manage consolidation operations for multiple shipments - Track consolidated cargo details (containers, packages, weight, volume) - Calculate consolidation ratios and costs - Link multiple Sea Shipments to a consolidation - Manage consolidation routing and charges - Track consolidation status and milestones

Document Structure

The Sea Freight Consolidation document contains the following sections:

Consolidation Information

  • Naming Series: Document numbering series (required)
  • Consolidation Date: Date of consolidation (required)
  • Consolidation Type: Type of consolidation (required)
    • Direct Consolidation
    • Transit Consolidation
    • Break-Bulk Consolidation
    • Multi-Port Consolidation
  • Status: Consolidation status (required)
    • Draft
    • Planning
    • In Progress
    • Ready for Departure
    • In Transit
    • Arrived
    • Delivered
    • Cancelled
  • Priority: Priority level (Low, Normal, High, Urgent)
  • Consolidation Agent: User responsible for the consolidation

Route Information

  • Origin Port: Origin port UNLOCO code (required)
  • Destination Port: Destination port UNLOCO code (required)
  • ETD: Estimated Time of Departure (required)
  • ETA: Estimated Time of Arrival (required)
  • Shipping Line: Shipping line for the consolidation (required)
  • Vessel Name: Vessel name (required)
  • Voyage Number: Voyage number (required)

Cargo Summary

Auto-calculated fields based on attached shipments:

  • Total Containers: Total number of containers
  • Total Packages: Total number of packages
  • Total Weight: Total weight in kilograms
  • Total Volume: Total volume in cubic meters
  • Chargeable Weight: Chargeable weight in kilograms
  • Consolidation Ratio: Consolidation ratio percentage
  • Cost per kg: Cost per kilogram

Documents

  • Master Bill: Link to Master Bill document
  • House Bill Prefix: Prefix for house bill numbers
  • Customs Declaration: Customs declaration number
  • Export License: Export license number

Notes & Instructions

  • Consolidation Notes: General notes about the consolidation
  • Special Instructions: Special handling instructions
  • Quality Control Notes: Quality control requirements
  • Handling Requirements: Handling and storage requirements

Containers Tab

  • Consolidation Containers: Table of containers in the consolidation
    • Container number
    • Container type
    • Seal numbers
    • Status

Packages Tab

  • Consolidation Packages: Table of packages in the consolidation
    • Commodity
    • HS Code
    • Number of packs
    • Weight
    • Volume
    • Goods description

Routes Tab

  • Consolidation Routes: Table of routing information
    • Origin port
    • Destination port
    • Transit ports
    • Routing details

Charges Tab

  • Consolidation Charges: Table of charges for the consolidation
    • Charge type
    • Description
    • Quantity
    • Rate
    • Amount
    • Currency

Shipments Tab

  • Attached Sea Shipments: Table of Sea Shipments linked to this consolidation
    • Sea Shipment reference
    • Shipment details
    • Status

Accounts Tab

Accounting dimensions (all required):

  • Company: Company for accounting (required)
  • Branch: Branch for accounting (required)
  • Cost Center: Cost center for cost tracking (required)
  • Profit Center: Profit center for profitability analysis (required)
  • Job Costing Number: Job costing number for cost tracking

Creating a Sea Freight Consolidation

Step 1: Basic Information

  1. Navigate to Sea Freight > Transactions > Sea Freight Consolidation
  2. Click New
  3. Select Naming Series (required)
  4. Enter Consolidation Date (required)
  5. Select Consolidation Type (required)
  6. Select Status (default: Draft)
  7. Select Priority if applicable
  8. Select Consolidation Agent if applicable

Step 2: Route Information

  1. Select Origin Port (required) - use UNLOCO code
  2. Select Destination Port (required) - use UNLOCO code
  3. Enter ETD (required)
  4. Enter ETA (required)
  5. Select Shipping Line (required)
  6. Enter Vessel Name (required)
  7. Enter Voyage Number (required)
  1. In Documents section, select Master Bill if applicable
  2. Enter House Bill Prefix if using a prefix for house bills
  3. Enter Customs Declaration number if applicable
  4. Enter Export License number if applicable

Step 4: Add Shipments

  1. Go to Shipments Tab
  2. In Attached Sea Shipments table, click Add Row
  3. Select Sea Shipment to link
  4. Repeat for all shipments in the consolidation
  5. System will auto-calculate cargo summary from attached shipments

Step 5: Containers

  1. Go to Containers Tab
  2. In Consolidation Containers table, click Add Row
  3. Enter container details:
    • Container number
    • Container type
    • Seal numbers
    • Status
  4. System will update Total Containers automatically

Step 6: Packages

  1. Go to Packages Tab
  2. In Consolidation Packages table, click Add Row
  3. Enter package details:
    • Commodity
    • HS Code
    • Number of packs
    • Weight
    • Volume
    • Goods description
  4. System will update package totals automatically

Step 7: Routes

  1. Go to Routes Tab (if using multi-port routing)
  2. In Consolidation Routes table, click Add Row
  3. Enter routing information:
    • Origin port
    • Destination port
    • Transit ports
    • Routing details

Step 8: Charges

  1. Go to Charges Tab
  2. In Consolidation Charges table, click Add Row
  3. Enter charge details:
    • Charge type
    • Description
    • Quantity
    • Rate
    • Amount
    • Currency

Step 9: Accounting

  1. Go to Accounts Tab
  2. Select Company (required)
  3. Select Branch (required)
  4. Select Cost Center (required)
  5. Select Profit Center (required)
  6. Select Job Costing Number if using job costing

Step 10: Notes

  1. Enter Consolidation Notes if applicable
  2. Enter Special Instructions if applicable
  3. Enter Quality Control Notes if applicable
  4. Enter Handling Requirements if applicable

Step 11: Save and Submit

  1. Review all information
  2. Verify cargo summary calculations
  3. Click Save
  4. Click Submit to finalize the consolidation

Status Management

The consolidation document supports status tracking:

  • Draft: Initial creation
  • Planning: Consolidation being planned
  • In Progress: Consolidation in progress
  • Ready for Departure: Ready to depart
  • In Transit: In transit
  • Arrived: Arrived at destination
  • Delivered: Delivered
  • Cancelled: Cancelled

Consolidation Types

Direct Consolidation

Multiple shipments consolidated directly at origin for direct transport to destination.

Transit Consolidation

Consolidation that transits through intermediate ports.

Break-Bulk Consolidation

Consolidation that is broken down at intermediate points.

Multi-Port Consolidation

Consolidation involving multiple ports in the routing.

Auto-Calculations

The system automatically calculates:

  • Total Containers: Sum of containers from attached shipments
  • Total Packages: Sum of packages from attached shipments
  • Total Weight: Sum of weights from attached shipments
  • Total Volume: Sum of volumes from attached shipments
  • Chargeable Weight: Calculated chargeable weight
  • Consolidation Ratio: Ratio of consolidation efficiency
  • Cost per kg: Cost per kilogram based on charges

Linking Shipments

To link Sea Shipments to a consolidation:

  1. Create or open the Sea Freight Consolidation
  2. Go to Shipments Tab
  3. In Attached Sea Shipments table, add rows
  4. Select Sea Shipment documents to link
  5. System will aggregate cargo details from linked shipments

Alternatively, link from Sea Shipment:

  1. Open the Sea Shipment document
  2. Go to Master Tab
  3. Select the Master Bill linked to the consolidation
  4. The shipment will be associated with the consolidation

Best Practices

  1. Complete Route Information: Ensure all route details are accurate
  2. Accurate Dates: Enter correct ETD and ETA dates
  3. Link All Shipments: Link all related shipments to the consolidation
  4. Verify Calculations: Review auto-calculated cargo summary
  5. Accounting Dimensions: Always set accounting dimensions
  6. Status Updates: Update status as consolidation progresses
  7. Document Linking: Link Master Bill for proper document management
  8. Charge Management: Properly categorize and track consolidation charges
  • Sea Shipment: House Bills linked to this consolidation
  • Master Bill: Master Bill of Lading for the consolidation
  • Shipping Line: Shipping line information
  • Job Costing Number: For cost tracking

Reports

Consolidation data is included in: - Sea Freight Performance Dashboard - Sea Freight Revenue Analysis - Sea Freight Cost Analysis - Container Utilization Report

Next Steps

For setup instructions, refer to the Setup Guide.

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