You can create booking template to make the booking process more efficient.
All the templates created is stored in Template Management Page. Click the “Booking Template” button will redirect you to Template Management Page.
Click on the "Template Name" to view template detail.
Click on the "Use" button to apply template to booking form.
Click on the "Edit" button (Pencil icon) to edit template.
Click on the "Delete" button (Trash icon) to delete template.
If a template is created by your co-workers, the “Edit” button will be disabled.
There are 2 ways to create a template:
Method 1: “Save as Template” in Booking Form
Step 1: Enter info in Booking Form and click “Save as template”
No mandatory fields is required for a booking template.
Documents: only MSDS, UN38.3 and Other Laboratory Test Report can be saved in a template.
Step 2: Input Template Name
Create a name for this template which is meaningful to you and your fellow co-workers and input into the “Template Name”.
Alternatively, you can click on the suggested name provided by the system if you have entered a destination port, commodity name, or cargo nature (DG / Non-DG). (No suggested name will appear if any of these 3 information is unavailable in the form)
Method 2: “Create New” in Template Management page
Step 1: Go to Template Management Page and Click “Create New”
Select the type of template you intend to create. Clicking on it will take you to the template creation page.
Step 2: Enter info in Template, click “Save”
Fill in the desired information, then click “Save”. Your template will be saved at Template Management Page.
Step 3: Input Template Name
Create a name for this template which is meaningful to you and your fellow co-workers and input into the “Template Name”.
Alternatively, you can click on the suggested name provided by the system if you have entered a destination port, commodity name, or cargo nature (DG / Non-DG). (No suggested name will appear if any of these 3 information is unavailable in the form).
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