Why Manage Ocean Bookings in the Carrier Portal?
Instant visibility into gaps:
The Missing Ocean Booking quick filter shows you exactly which Transport Orders still need attention, so nothing slips through
All in one place:
Create and update Ocean Booking details directly in Carrier Portal
Incoterm-aware:
The system automatically filters available Booking types based on the Incoterm code, preventing invalid combinations
Container management:
Once an ocean booking is created, add containers directly from the Actions column or edit and remove containers from the Transport Orders Details page
Automatic sync:
All saved data flows back to the shipper instantly, keeping your shipper fully up to date
How to Manage Ocean Bookings?
Step 1: Identify Transport Orders with Missing Ocean Bookings
Start by using the Missing Ocean Booking quick filter on the Transport Orders table page.
The filter is displayed in the top right corner of the Transport Order table, alongside the other existing filters. It shows a live count of Transport Orders that meet either of these conditions:
Transport Mode is Ocean and no Ocean Booking has been created yet, or
An Ocean Booking already exists but the Master Bill of Lading is still empty
If no Transport Orders require attention, the filter remains visible and displays 0.
To apply the filter:
Go to the Transport Orders table in the Carrier Portal
Click the Missing Ocean Booking filter
The grid immediately filters to show only the Transport Orders that need your action
Click the filter again to reset the grid back to the default view
Note: The filter only surfaces Ocean transport mode orders — Transport Orders with other transport modes are never included in this count, even if they have missing data. The filter also respects your active Workview, so all your column configurations and field settings remain visible while the filter is active.
Step 2: Open the Ocean Booking Dialog
Once you have identified a Transport Order that needs an Ocean Booking, there are two ways to open the dialog:
From the Transport Orders list:
Find the relevant Transport Order in the filtered grid
Click the Actions column for that Transport Order
Select New Ocean Booking
From the Transport Orders Details page:
Open the Transport Order
Look for the warning banner: "Add an Ocean Booking to your transport order."
Click the + Ocean Booking button on the right side
Both entry points open the same Create Ocean Booking dialog.
Step 3: Select the Right Booking Type
The Booking Type options available depend on the Incoterm code:
Incoterm | Allowed Booking Types |
CFR – Cost and Freight | Door to port, Port to port |
CIF – Cost, Insurance and Freight | Door to port, Port to port |
CIP – Carriage and Insurance Paid To | Door to port, Port to port |
CPT – Carriage Paid To | Door to port, Port to port |
DPU – Delivered at Place Unloaded | Door to port, Port to port |
DAP – Delivered at Place | Door to door, Door to port, Port to door, Port to port |
DDP – Delivered Duty Paid | Door to door, Door to port, Port to door, Port to port |
EXW – Ex Works | Door to door, Door to port, Port to door, Port to port |
FCA – Free Carrier | Door to door, Door to port, Port to door, Port to port |
FAS – Free Alongside Ship | Port to door, Port to port |
FOB – Free on Board | Port to door, Port to port |
Step 4: Fill In the Booking Details
The dialog is organized into three sections:
Ocean Booking
Incoterm
Booking Type
Port of Loading
Vessel Departure Scheduled
Port of Discharge
Vessel Arrival Scheduled
References
Booking Reference
Voyage
Vessel
IMO
Master Bill of Lading
Forwarder
Shipping Line
Port Call Number
Instructions
Cut-off Dates
Document cut-off
Container Yard cut-off
Verified Gross Mass cut-off
Dangerous Goods cut-off
Step 5: Save and Sync
Once all details are filled in, click Save.
The system will:
Validate all required timestamps and text fields
Transmit the booking data to shipper
After saving, the Transport Order will no longer appear in the Missing Ocean Booking filtered view and the filter counter will update automatically.
How to Manage Containers?
Once you have successfully created an ocean booking, you can add, edit, and remove containers for that Transport Order.
Container management is only available after the ocean booking is created.
Step 6: Open the Container dialog
Once you have identified a Transport Order that needs a new container, there are two ways to open the dialog:
From the Transport Orders list:
Find the relevant Transport Order in the filtered grid
Click the Actions column for that Transport Order
Select + Add Container
From the Transport Orders Details page:
Open the Transport Order
Open Load Details
Look for the Containers table
Click the + Add Container button on the right side
Both entry points open the same Add Container dialog.
Note: The Add Container option is only visible for Transport Orders that have a successfully created ocean booking. If you don't see this option, the ocean booking may not be successfully created yet.
Step 7: Fill In Container Details
The Add Container dialog contains the following sections:
References
Container Type
Container Number
Container Seal Number
VGM (Kg)
PIN
TIN
Material Orders
Ports
Port of Loading Quay
Port of Discharge Quay
Step 8: Edit or Remove Containers
To manage existing containers on a Transport Order, navigate to the TO Details page:
Open the Transport Order
Open Load Details
Look for the Containers table
You will see a list of all containers added to this TO
For each container, you have two options:
Edit a Container:
Click the Edit (pencil) icon next to the container
The Edit Container dialog opens with all current values pre-filled
Update any of the container details as needed
Click Save to apply the changes
Remove a Container:
Click the Remove (trash bin) icon next to the container
A confirmation dialog appears asking you to confirm the removal
Click Confirm to remove the container, or Cancel to keep it
Note: Container removal, editing, and creation do not affect any linked Transport Orders. Changes are isolated to your specific Transport Order only.
Step 9: View Container Status
If no containers have been added to the TO yet, you will see the message:
"No containers yet. Add your first container".
This reminds you to start adding containers once your ocean booking is complete. As you add containers, they will appear in the Containers table with their key details visible.
Note: Containers added by shippers are automatically visible in the Carrier Portal in real-time — no manual refresh needed.
Best Practices
Start every day with the filter:
Use the Missing Ocean Booking filter as your daily checklist — it gives you an instant, accurate view of what needs action without manually scanning the full Transport Orders list
Create a New Ocean Booking:
Open the dialog directly from the Actions column in the filtered Transport Orders list
Fill in cut-off dates early:
Document, Container Yard, VGM, and Dangerous Goods cut-offs are important for port operations — capture them as soon as they are confirmed
Don't leave the Master Bill of Lading empty:
An ocean booking without a Master Bill of Lading still counts as incomplete and will keep appearing in the filter
Add Containers:
Open the dialog directly from the Actions column in the Transport Orders list
Container Type is required:
When adding or editing a container, always select a Container Type from the dropdown — it's the only mandatory field
Review container details before saving:
Double-check container numbers, VGM weights, and port quay information — accuracy is critical for port operations
