Approve a Booking and Automatically Release a Shipment from Sales Registration

This process explains how to approve a Forecast Space request submitted by Sales and automatically generate a shipment.

Step 1: Go to Booking → Forecast Space → Registration

Step 2: Approve the Sales Registration

Select the Sales registration you want to approve.
Hover over the arrow next to View → click Approve.

After approval:

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

• The system will automatically release the shipment.

• A new Shipment will appear under Shipment → List.

Step 3: Review and Update the Shipment's Booking Information

Once the Booking is created and the Shipment is released:

• Open the shipment in Shipment → List

• Review booking details (ETD/ETA, Vessel/Voyage, Cut-offs, Container details…)

• Update the Booking Status and any missing information

This ensures that the order is ready for processing by the Operation team.