Daily Workflow for CS Staff

Core Responsibilities in Freightek

1. Booking Entry (Pre-Document)

CS can manually create shipments from client booking requests:

1. Navigate to Shipments > New Shipment.

2. Input key booking data:

   • Client, POL/POD, cargo specs, ETD/ETA.

   • Booking reference, instructions from the client.

3. Link a quote (if available) to auto-load charges.

✅ Alternatively, if a quote was accepted, CS can create a shipment by clicking “Convert to Shipment.”

2. Booking Adjustments

Sometimes bookings require changes. CS can:

• Edit container type, weight, volume

• Update ETD, vessel, flight, or truck

• Add pickup/delivery instructions

✅ Use the internal comment section to notify Documentation or Trucking Team of updates.

3. Shipment Duplication

To save time on repeat shipments (e.g., weekly bookings):

• Use Copy Shipment function.

• Update new container numbers and dates.

• Keep historical data while reducing manual entry.

✅ This is ideal for recurring clients or consol boxes.

4. Status Updates and Tracking

CS ensures accurate shipment status updates:

✅ Use Processing Status to coordinate internal workflow (e.g., Waiting for Docs, Awaiting Customs Clearance).

5. Client Communication

CS staff can:

• Add client remarks to each shipment

• Email pre-alerts, status updates, or documents

• Update client portal to reflect real-time progress

✅ All client interactions are logged in the activity history.

6. Collaboration with Other Departments

✅ Use shipment comment threads or task notes to streamline communication.