Tutorials / Job Board
Prepare a bill of lading
Make a house or master B/L from the booking or the job. Then check it, issue it and send it.
You need: A booking or an open export job. For an import, the B/L itself opens the job.
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Start a new B/L
On the Job Board, open the B/Ls tab and press New B/L.
For an export, choose the Booking or the Open export job and press Continue. The details already on the booking come across, so you do not type them again.
For an import, press New import B/L. When you save it, it opens a new import job. Or it can join an open one.
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Say what kind of B/L it is
Under This B/L, choose the Type: House B/L or Master B/L. For a house B/L, you can name its Master B/L.
Then choose Negotiability, and choose Issued as: original, telex release, surrendered or express release. For the paperless ones, no originals print.
In India, an export house B/L can also print as a Multimodal Transport Document. You choose this under Prints as.
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Fill in the parties
Enter the Shipper / exporter, Consignee and Notify party. Each one has a box for the words to print on the B/L. This is because customers often ask for an exact wording.
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Fill in the carriage
Enter the Carrier, Vessel and Voyage. Then enter Port of loading and Port of discharge. Add Place of receipt and Place of delivery if they are different. You can type a place by its name or its UN/LOCODE. Add the Shipped on board date when you have it.
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Fill in the goods and containers
Enter the Description of goods, Marks and numbers, Packages and their Kind, Gross weight (kg), Net weight (kg) and Volume (CBM). Each container has its number, seal, size and type, packages and weights.
If there are many containers, the B/L says "As per attached list" and prints them on a separate sheet. You choose how many containers it takes for this to start. Set it on the Printing tab in Masters.
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Add freight and copies, then save
Choose whether Freight is prepaid or collect. Enter Freight payable at, the Place of issue, and the number of Originals and Copies. Press Save the B/L.
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Check it
The B/L opens as a draft, with its parties, carriage, goods and containers. Press PDF to see it as it will print. Press Change to correct anything. Check the container and seal numbers, packages and weight against the master B/L.
Picture from a sample company. The names and figures are made up. -
Issue and send it
When it is right, press Send for approval if someone else must approve it. Then press Mark as issued.
In the Send section, send the PDF by email or WhatsApp. Documents takes you to the job's other papers. The B/L stays on the job page with everything else.