Order Planning Details

🎉New Feature Announcement

1. As an enhancement to current Order Visibility, we are adding more detailed information regarding the planning stage in the lifecycle of your shipments.

2. We’ve introduced a new “card” to your order details page called Planned Itinerary, which provides information about the planned transit of your customer’s shipments.

3. This information will be pulled directly from CargoWise, specifically from the Planning tab in your Orders module.

How will this improve things?

1. This information will drive comfort for your customers as they can see the progression of the shipment in the orders planning phase. They will be able to see details like vessel name, voyage number, port information, and more, reinforcing their trust in you that the shipment is moving along.

2. The sooner you can build trust with your customer, the better their experience with you will be. By adding these fields, they will be able to see for themselves that their order is moving along, driving comfort, trust, and loyalty with you.

3. Your internal teams will also be able to access this information, saving them time and streamlining processes. Those who don’t access CargoWise regularly will now be able to quickly and easily access Orders information at any time.

👀 How is it going to work?

This data will be pulled from the Planning tab in the Orders module within CargoWise. See the mapping guide for detailed information.

The new fields we are including are as follows:

• Planned Port of Loading

• Planned Port of Discharge

• ETAs

• ETDs

• Transport Mode

• Carrier

• Voyage #

• Flight #

• Vessel #

• Departure Vessel

• Intermediate Vessel

• Arrival Vessel Order

• Vessel Name (SEA only)

• Invoice Number

• Confirmation Number

❓FAQ

1. What transport modes will be displayed?

1. AIR

2. SEA

3. FSA (First by Sea then by Air Freight) ← in the Logixboard UI this will be labeled Intermodal

4. FAS (First by Air then by Sea Freight) ← in the Logixboard UI this will be labeled Intermodal

5. ROA (Road Freight)

6. RAI (Rail Freight)

7. COU (Courier)

8. MAI (Post)

9. UNK (Unknown)

2. Where are we getting the data from in CargoWise?

Forwarding —> Orders —> Planning tab

See Logixboard <> CargoWise One Mapping Guide, then scroll to the Orders section for more more information.

3. When I enter these data fields in CargoWise, how soon will I see it populate in Logixboard?

Almost instantly, but remember you will need to refresh your Logixboard browser to see changes.

4. Will the new Planned Itinerary card always appear even if there is no data?

Yes, so be sure to enter this information when it becomes available!

5. What happens when an Order is linked to a shipment?

Order details will appear in the shipment details page of the shipment the order is linked to.

6. Will you display the House Bill?

No. This release will include most of the fields in the Planning tab, but not the House Bill. The House Bill will be displayed once the order is shipped, and will be visible in the shipment details view.

7. How do you link the Order to a Shipment? Are there other fields I need to fill out?

Once the order is shipped, you will automatically see the order linked to the corresponding shipment - no action required on your part. You will be able to see all order and shipment information consolidated in the shipment details page.

Have questions? Feedback? Love it. Let's hear it at support@logixboard.com.