NEW!! Booking Approvals
Release Feature: 21st of February 2023
🎉 What's new?
This latest feature update will give you more flexibility in how you request and manage booking approvals from your customer, making it faster for your team and easier for your customers.
There is little change to your Customer's experience.
Before, you could only confirm and request approval at one point in the process, which made the process slow and inefficient.
Now, you can request approval from your customer and confirm a booking at any point.
Here's what you can expect from "Booking Approvals":
Gather approval from customers on new bookings coming from suppliers or agents at origin
Gather approval for bookings without spot quotes or transit options for repeat bookings and customers with established quotes
Gather approval if booking updates require review
Confirm bookings without requiring approvals for longstanding customer relationships
👀 How it looks on your side
Names of statuses have been changed:
New Request
Options Requested --> Open Request
Options Sent --> Pending Approval
Approved (no change)
Confirmed (no change)
You can now request approval of the booking at any point of time even if no options are added. This includes:
When reviewing a new booking for the first time
When they have made edits to shipment details or cargo details at any point in time
When they have added options
Your customer will be notified and can approve the booking.
You can also send out the request for booking approval directly after creating a booking request.
You can also send out the request for booking approval directly after editing details of a booking request.
You can also confirm a booking at any point in time without needing to first get approval from their customer.
👀 How it looks on your customer's side
Names and statuses have been generalized:
New Request
Options Requested --> Open Request
Options Sent --> Pending Approval
Approved (no change)
Confirmed (no change)
They will also see an "Approve" button at the top of the booking details page which allows them to approve the booking as a whole, whether or not there are options available.
After clicking the "Approve" button, you will be notified via email.
📚 Here is a step by step guide for your team
📚 here is a non branded guide for your customers
You can add your logo to it!
https://docs.google.com/presentation/d/15OMh7unaBMFttY2pwDrdj43Q1Ih3hgKAn3LSBv9OD4k/edit?usp=sharing
❓FAQs
How will my existing bookings be impacted?
Existing bookings will have their statuses automatically update to match the new language?
New Request
Options Requested --> Open Request
Options Sent --> Pending Approval
Approved (no change)
Confirmed (no change)
My customer doesn't want the back and forth of approvals. Can I just confirm a booking and have a shipment created without sending it to my customer for approval?
Yes. You can confirm the booking at any point. Once confirmed an S-file will be created in your CargoWise One instance.
Can I send bookings created by my overseas partners over to my customer for approval before I work on them?
Yes. Once in the Logixboard system you can send the booking to your customer for approval.
Can I first get approval from my customer on a new booking request and then also provide them with options for approval?
Yes. You can send for approval multiple times. Additionally, you can request approvals on options separately from sending the booking for approval.
Does the booking request automatically populate as a new booking/order in Cargowise?
Once the Booking is confirmed in Logixboard then we will automatically create a Shipment file in your Cargowise
Are there any options to provide cost/selling rate to a customer for a booking?
You can provide the customer with a rate using the options section. If you'd like to provide them details on the rate, that is also available.
Once the booking is confirmed will it raise a standalone s-file or will it create a consol and attach the s-file to it?
Standalone S-file.