Consignment Management

Consignment Management

The Consignments are managed through the  button on the INSTRUCTIONS tab.



To open a new Consignment:

  1. Click on the  on the left-hand side of the page
  2. Enter the instruction information provided by the customer. 
  3. Click the  button
Editing Instructions

To edit the instructions of a Consignment:

  • Click on the on the INSTRUCTIONS tab
  • Select the  option

Below is the new Consignment properties dialog.


BEST PRACTICE FOR MANAGING THE COLLECTION AND DELIVERY INSTRUCTIONS OF A SHIPMENT
The consignor and consignee should always be entered into the instructions for a shipment. 
If the collection location is not the same as the consignor's address, you can enter a collection address in the collection party. 
If no collection address is entered the consignor address will be used for the collection address (specifically in the origin demarcation location, which is the location where you begin managing the shipment transportation). 

If the delivery address is not the same as the consignee address, you can enter a delivery address in the delivery party. 
If no delivery parts is entered, the consignee address will be used for the delivery address (specifically the destination demarcation locations, which is the location when you stop managing the shipment transportation).



For each party the management functions are the same.

Click the  icon to use the address book to select the:

  • Organisation
  • Address
  • Contact

You can also enter a reference and a PO number.

Click the  button to attach the party information to the dialog box.

You can add organizations, addresses and contacts directly from the address book dialog. To do this click the  and select what you want to add.

To add an address or contact, you will need to select the organisation you want to add to first.

You can also click on the  icon, to manually enter an address or modify one from the address book

The minimum you will need to enter is the city and country
If you need to modify and address to match a document, you can select the address from the address book and then use the manual dialog box to edit it. This will not update the address boo entries.

    • Related Articles

    • Duplicating Consignments

      You can duplicate a Consignment to create an identical Consignment. To duplicate a Consignment: Click on the [ ACTIONS ] menu for the consignment Select the [ DUPLICATE ] option A new Consignment will be generated, that is identical to the original. ...

    • Cancel Consignment

      This operation cannot be undone If a Consignment is raised in no longer needed, you can cancel it by: Click on the [ ACTIONS ] button Select the [ CANCEL CONSIGNMENT ] option In the dialog box that appears, enter the reason for the cancelation Click ...

    • Editing Instructions

      To edit the instructions of a Consignment: Click on the [ ACTIONS ] menu on the right-hand side of the consignment module Select the [ EDIT] option The consignment instruction dialog will be displayed Complete the changes Click the [ SAVE ] button ...

    • Automatically Building The Movement Plan

      CocoonOPS is able to build standardised movement plans for your consignment based on the customer instructions and freight attached to the consignment. Building Movements Once you have entered the customer instructions and freight information on a ...

    • Reload Consignent

      You can reload all the screens for a consignment. This allows you to see changes that another user or a robot has made while you have the consignment open. To reload a Consignment: Click on the [ ACTIONS ] menu from the right-hand side of the screen ...