The search booking is the initial portal to the ShipX system. It is the first screen that is greeted when you login into the system.
Free Text Search
Users can do a free text search which will allow them to search any booking/job information. The following fields will be searched below. Results will only be relevant to the Selected BaseCompany on the top right. Partial matches will work but may not yield optimal results.
- bl
- houseBl
- scn
- saBookingNo
- jobs.no
- details.references
- shippingRef
- houseShippingRef
- referenceNo
- referenceNo_suffixes
- shipperRef
- consigneeRef
- forwarderOriRef
- forwarderDestRef
- haulierOriRef
- haulierDestRef
- internalReference
- shipperName
- consigneeName
- billToName
- haulierOriName
- haulierDestName
- forwarderOriName
- forwarderDestName
- uuid
- customsDocNo
Unfortunately sorting on search results does not work due to performance reasons.
Filter By Users
Users are automatically assigned to the user who accepted the booking. Then after they can transfer the booking. If the user would like to see only bookings assigned to them, they may simply add their name to it. Another scenario they may use this is if a person is on leave, and they want to monitor the status of their booking. To do this they may simply add both their names and monitor both users bookings until the person on leave returns. Please note, in ShipX, if a person is allowed to see one booking, they are allowed to see ALL the bookings. To set permission based on their booking is not available.
Filter by Booking State
Users can filter the jobs by booking state. The booking state is computed by the Process flow defined for each CompanyType in. Read more about the about the Process Flow state here. This process flow allows you to define the current status of each booking at each process step.
On the Left of all the bookings you can see all the categories/booking statues. You can sub-filter by them. You can also combine with Free Text search by filtering each status such as ACCEPTED and "ShipX" to find all 'accepted' bookings that have the name ShipX in the Free Text Search Field. Or to find Any customer with the name "ShipX" that has finished delivery but pending to Invoice State in the AR Invoice section.
Clear all will clear all filters, booking search, user filter and filter by Booking State.
Export Booking
Users can quickly export the booking search results here. Although this is not the main recommend way of exporting, this facility is available. You may export the Booking by Export, more details and Export by Job (each job will be one row).