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New!! Book Open Orders

💡 What Is This Feature?

If your client is doing order management with you, they can now create a booking starting from the Orders Module.

If the booking is related to an existing (open) order, you and your customers will not have to re-enter data already present on the order, greatly reducing manual data entry.

In other words, when an order is linked to the booking request, you can now pre-populate the booking request with data from the order.

Disclaimer: Bookings is a premium feature, please reach out to your CSM to activate it!

🤩 How Will This Feature Help?

Value to your client

  • Increase operational efficiency and reduce data entry by pre-filling involved parties taken from order data linked to the booking.
  • Create a booking request from orders with only a couple clicks.

Value to you

  • Further streamlines the booking process
  • Further links orders to bookings
  • Better experience for your customers

👀 How Does It Look

Orders 1.png

wow book.png

rre.png

You will see the following data is now pre-filled:

  • Involved Party Information
  • Goods Description
  • Requested Delivery Date
  • Requested Cargo Ready Date
  • Incoterms

Screenshot 2023-06-14 at 4.38.30 PM.png

❓FAQ

Will documents attached to an order sync to the booking?

No

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