Handling Sales Orders When Sales Register for a Pre-Reserved Booking

Step 1: Go to Booking → Forecast Space → Registration

Here you will see all Sales Orders that have been registered using the pre-reserved space.

Step 2: Approve the Sales Order Request

Select the Sales Order you want to approve

→ Next to View, click Approve.

Once approved:

• The Status of the selected Space will update to Approved.

• A new Shipment Order will be automatically created in the Shipment List.
  

Review and Update the Shipment Information

After the shipment is created, go to Operations → Shipment, open the newly created order, and verify:

• Booking details

• ETD / ETA

• Vessel / Voyage

• Cut-off times

• Container details

• Assigned users

Update any missing or incorrect information and continue processing the shipment as normal.