Create Consol B/L
- Hauke Gulich
- Bärbel Neitzel
- Sabrina Stelter
Note: CargoSoft distinguishes between a Consol B/L in the Seafreight module (which is explained on this page) from a Consol container B/L Seafreight and a Consol in the Airfreight!
Contents
Related pages
Basic data
Requirements for the entry of the individual files
The individual files MUST be entered with B/L type [HBL] so that they can be assigned to a consol B/L on the Consolidation tab.
Enter all individual orders of the customer with this B/L type as single files with the respective goods description, addresses and the estimated vessel departure.
The Ocean booking, VGM handling and the Export customs declaration are performed on the individual files.
To create a Consol B/L for ALL individual shipments, enter a Consol file with B/L type [XXX].
This will not appear in the statistic in order not to distort your monthly closing.
ONLY create the Consol B/L on this file.You can invoice the shipment either on the individual files as single invoices or you can create a collective invoice on one of the individual files.
Pls see Collective invoice (Outgoing collective invoice).
Create XXX file for Consol B/L
Create a new file with B/L type [XXX].
The addresses and shipment details are those of the customer and vessel departure for whom/which the Consol B/L is created.
→ Do not enter a goods description.
Switch to the Consolidation tab Seafreight.
This tab contains the two B/L types consol and consol container.
A query appears when you open the Consolidation tab for the first time.
Here you can select whether you would like to create a Consol B/L or Consol container B/L → select Consol B/L:
The Consol B/L sub tab opens.
→ Select the context menu item Add line to add a new line.
Here you can enter the file number that is to be added to the consol.
Searching for consol files
When searching in the file number field, CargoSoft accesses the basic data.
As soon as you have saved the search criteria according to which consol files are to be merged, the search fields are pre-filled accordingly and the search results are automatically displayed.
Preallocation for the search function in the Consolidation search mask
There are pre-assignments for the search mask that take effect automatically when you select the search function for files in consol B/L.
→ This function only applies to B2B orders!
Select ADMIN → EMPLOYEES → Preallocation tab in the basic data or the menu Extras → Options → Preallocation tab in the order.
There, the field Consol search mask (with B2B function only) Export is preset.
The same function for consols is also available in Oceanfreight Import.
Accept files to consol
Activate the relevant lines by means of their checkboxes and click Accept to add these files to the consol mask.
Add the orders to the Consol line by line or by multiselect until all orders for this Consol B/L are listed on the Consolidation tab.
You also have the option to manually enter the individual file numbers.
After having brought the files together, you can leave the Consolidation tab. Change to the B/L tab.
Record B/L data
The other data for the consol B/L can directly be entered in the B/L tab.
The tabs header data (=addresses), Customs data, instructions etc. are available there.
The goods description for the consol B/L is read from the files that you have consolidated on the consol tab.
→ Note the versions of the goods description of the individual orders - the B/L is created from S or B or H or M ... depending on the existing entries in each individual file.
Print or send Consol B/L
Switch to the B/L tab to print and send the B/L.