Step 1. Getting a Quote
To create a new Booking on Kontainers Edge is simple. Simply select 'New booking' from the navigation menu and complete the Quote form.
To get a Quote you will be asked to enter:
1. A Trip,
2. A date from the date picker and,
3. the types and number of equipment you require
Selecting a Trip
In Kontainers Edge, a Trip is simple a 'From' and a 'To'. Kontainers will automatically calculate any feeder ports or transhipment ports and put the trip together in the background. You do not need to do anything else!
Selecting a Date
When the Trips, Rates and Schedules are uploaded by the Forwarder they will have a number of available schedules.
Selecting a date will give you a list of options for sailings from that date onwards. When you have selected your equipment and moved from this Quote page to the Booking page you will see all the rates and surcharges for all scheduled trips in the system for that route.
Note: By default, the date picker will only allow you select a date no earlier than 5 days from todays date.
This is to allow both you and the forwarder prepare the goods for shipping. Any schedules with an Estimated Time to departure (ETD) of less than 5 days from today will not be displayed. This 5 days figure is configurable.
When you have chosen a date and trip, the third element of the booking will become visible - the equipment selection form.
Depending on the forwarder, they will display the equipment available to you on the date you have selected.
For each piece of equipment, select how many of each type you want to Book. When you are complete select 'View Quotes' and you will displayed your quotes on the Booking Page.
You will chose one piece of equipment at a time so to select a different type of equipment chose the '+' button and a new row will appear.
Note that the available list of Equipment types in the second row will not include the equipment type already selected. To add more of a particular piece of equipment just increase the 'Quantity'.
Once you have entered a value in the the equipment selected the 'View Quotes' button will be enabled.
Step 2. Making a Booking
When you have selected 'View Quotes', you will be presented with a list of available Bookings. For each Booking you can select to view a 'detailed' summary of the Booking charges by selecting the 'i' icon beside the Book button
Some forwarders will provide an option to book in your local currency. To view these local rates you can chose the Currency dropdown above the Booking. At this stage of the Booking process you can select to 'Bookmark' your trip.
Step 3. Filtering and Splitting
When a user has entered the required number and types of equipment, the returned list of Quotes has an option to filter by EDT, Quickest and Price to find the Booking that most suits their business need.
Splitting FCL Quotes
Note that Kontainers supports a concept called Split FCL Bookings. This is where we offer 'what we have' of a particular piece of equipment if there is a Carrier rate for it. You can read more about how Split Bookings is handled in the Customer UI here.
Step 4. Add Shipping Information
Once you have chosen your preferred Booking, you will be asked to enter the Booking instructions. For Edge customers you will be asked to complete the Shipper, Consignee and Notify Party. You can complete the address details for each party using the 'Contacts' feature.
For more information on references see 'Add Booking references'.
Once you have added Shipping Instructions, you will then be asked to enter the Shipping Information for each of the Containers you have selected. Note that we support both Metric and Imperial measurements.
Shippers can also chose to add one or more commodity references to each container. You can also designate whether a container is an SOC (shipper Owned Container) or if it contains a Flexitank
The UI will only show the information needed to make a booking so for e.g. Reefers, other input fields will be added to the Booking Information form. See also Booking Refrigerated Equipment (Reefers).
One very powerful time-saving feature of the Booking form is the 'Copy Details' feature. This feature allows you copy some or all the data entered in a single container and to automatically paste it to other Containers or Commodities in the Booking. You can read more about that here.
When the details for each container are entered you can move on to the Order summary page after you have checked the 'terms & conditions' checkbox.
Step 5. Order Summary
The Order summary page gives you a detailed breakdown of the Booking and allows you one final chance to Edit your booking before confirming.
If you find an issue you can select the '<- Edit Booking' link to go back one page.
Step 6. Confirm and Book
The Confirm and Book page presents you with the Payment Party screen. This is your opportunity to confirm the Payer.
You can use this Paying Party and Incoterms screen once more to amend the paying parties.
Once you have selected 'Confirm and Book' both you and the Forwarder will be sent a notification email.
You order is now bring processed and you can follow progress using you personal Dashboard.
Note: Some Kontainers customers UI does not include this Payment step. Those users will be brought from Step 4 directly to the personal Dashboard.
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