Create and Manage Forecast Booking (Pre-Order Booking Before an Order Exists)

Step 1: Go to Booking → List → Forecast → Click “Add New”

Step 2: Enter Booking Information

Skip Lead/Client selection

Click Skip to bypass the Select Lead/Client step because this booking is created before a customer order exists.

Choose a Rate

Enter the routing and volume information:

• Origin

• Destination

• POL / POD

• Carrier

• Volume / Container type

The system will show available freight rates and local charges.

Select Provider Rate and Local Charges

Choose:

• The freight rate you want to reserve

• Local charges from the provider if needed

Step 3: Enter Additional Booking Information and Click “Booking”

Fill in the required booking details such as:

• ETD / ETA

• Vessel / Voyage

• Cut-off times

• Commodity

• Container details

Then click Booking to confirm the reservation.