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CLIENT WEB TOOL USER MANUAL (V 1.0.4538.17859 – 3)

CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

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Page 1: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

CLIENT WEB TOOL USER

MANUAL

(V 1.0.4538.17859 – 3)

Page 2: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

Page 2 of 27

TABLE OF CONTENTS

1. INTRODUCTION .......................................................................................................... 3

2. REGISTERING ON OUR SITE ......................................................................................... 3

3. UPDATING YOUR PROFILE INFORMATION ..................................................................... 7

4. VIEWING CONTAINER HISTORY ................................................................................... 8

5. SEARCH CONTAINER BOOKING REFERENCES .............................................................. 12

6. VIEWING INVOICES & CREDIT NOTES ........................................................................ 14

7. VIEWING MANIFEST INFORMATION ............................................................................ 18

8. VIEWING MANIFEST ITEM INFORMATION ................................................................... 20

9. SEARCH GROUPAGE UNPACKS .................................................................................... 21

10. LOGGING OUT ....................................................................................................... 27

Page 3: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

Page 3 of 27

1. INTRODUCTION

This document has been composed to act as a guideline for customers when querying our online tracking portal, which will in turn interrogate out Container Tracking LCL Warehouse Managements.

2. REGISTERING ON OUR SITE

Our website can be accessed by opening up the following URL in your web browser:

http://196.212.13.234. To register, select Information on the Menu bar on the right hand

side of the screen. Click on the REGISTER link on the top right of the screen. Complete the

form and click on the SUBMIT button.

Figure 1: Registration

Page 4: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

Page 4 of 27

Figure 2: Enter Details

Upon successful registration, you will receive a Registration Confirmation similar to the screenshot

below. Our Systems Administrator will then contact you to verify your details and activate your

account.

Figure 3: Registration Confirmation

Once your account has been activated, a confirmation email will be sent to you from our server,

informing you of your login details. To login to our website, type in your username and password and

click on the LOGIN button.

Page 5: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

Page 5 of 27

Figure 4 : Login Process

Should you forget your password, click on the FORGOT PASSWORD button, type in your username

and click on the RESET button.

Figure 5 : Forgotten Password

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Page 6 of 27

An email containing your new password will then be sent to you, from our server.

Page 7: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

Once logged into the site, you can either click on the Containers tab to view Container

Tracking history, Manifest tab to view Unpack information or on the Update Profile tab to

update your personal details.

Figure 6 : Main Screen

3. UPDATING YOUR PROFILE INFORMATION To update your personal details, make the necessary changes and click on the Update button

or click on OK if no changes are to be made.

Figure 7 : Update Profile

Page 8: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

4. VIEWING CONTAINER HISTORY Container history can be searched for using various criteria. You can either search for data by

using the Turn-in date or the Despatch date. You must select the Source where the data should

be retrieved from i.e. Live, Archive or Both. The search criteria ‘Live’ should be selected when

searching for information from April 2011 to the current date. The search criteria ‘Archive’

should be selected when searching for information prior to April 2011. If the search criteria

‘Both’ is selected then the application will search through all information.

Figure 8: Container Search

Select the depot - You can select to search in one depot or multiple depots by placing a tick in the

checkbox next to the depot name. Should you wish to search in all depots, click on the Select All

button at the bottom of the drop down box and click on the Close button. If you do not select a

depot, then the system will prompt ( ) you to do so as shown in the example above.

Page 9: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

Figure 9 : Drop Down Menu

Select the “From” and “To” dates by using the Calendar dialog box and click on the Search

button.

Figure 10: Calendar " From Date”

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The data found will be displayed in the screen below the search criteria screen.

Figure 11 : Search Results

In the above example, we have selected to search for all containers Turned In between

01/06/2014 to 30/06/2014 from the Live data source for all depots.

The requested data can then be exported into Excel, PDF or CSV format by clicking on the

corresponding button (below the depot selection drop down box).

You can group the data by certain columns. In order to do this, simply drag and drop the

column that you wish to Group the data by in the header. In the example below, the data is

grouped by the Service.

To search for a specific container, type in the container number in the Container No. field and

then click on the Search button.

To search for stock of your containers in our depots, select the source Stock, select the depot/s

and click on Search.

Page 11: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

Figure 12 : Grouped Results

Page 12: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

5. SEARCH CONTAINER BOOKING REFERENCES

To search for Booking Reference Numbers without having to register and log in, click on Search

Booking References on the menu on the left of the page

Figure 13 : Information Screen

The following screen will appear:

Figure 14 : Booking Reference Search

Type in the Booking Reference Number and click on the Search button. If the booking

reference number does not exist in any one of our depots or has been completed two weeks

Page 13: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

prior, the system will display that the Booking Reference Number is Not Found as per the

screen below:

Figure 15 : Booking Reference Number Check

If the Booking Reference Number exists the booking reference details will be displayed as

follows:

Figure 16 : Booking Reference

The Pre-advise Date, Number of Containers Booked, Number of Containers Despatched,

Vessel, Voyage, Service and Depot Name will be displayed per Booking Reference Number

found. You can expand on the booking reference information to view container details

pertaining to the booking reference by clicking on the plus icon on the first column of the grid:

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Figure 17 : Expanded Results

The Despatch Date, Despatch Time, On Hire Reference, Transporter and Seal Number will be

displayed per container item. This information can be exported in Excel, .Pdf or .Csv format.

6. VIEWING INVOICES & CREDIT NOTES

An invoices tab has been added between Manifests and Update Profile.

To view invoices or credit notes select the Invoices tab

Figure 18. Invoices Tab

Upon selecting the invoices tab the following screen will be displayed.

Figure 19. Invoice /Credit Note Search screen

Page 15: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

Invoice Type - includes options for ‘Invoice’ and ‘Credit Note. You can select one of the options.

Depot – this will display a list of GIM depots. You can select all or one of the depots. The list will

display the Branch Name.

Invoice / Credit Note Number –Capture one invoice number or one credit note number based on

the Type selected.

Container Number –Capture one container number. The system will automatically include the space

between the prefix and number of the container.

From Date –Capture the invoice date or credit note date.

To Date –Capture the invoice date or credit note date. If the From Date is captured then the To

Date will default to the From Date. The date captured must be greater than or equal to the From

Date.

Search Button – Select the search button to search for the requested data using the above filters.

Clear Button – Select this button to clear the search criteria.

The Type and Depot are mandatory so at least one of the remaining filters above must be

captured. The application will display a warning if none of the filters have been captured.

Figure 20

Page 16: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

The process will retrieve all invoices or credit notes for the clients linked accounts.

If the invoice number is captured then the results will be restricted to the specific invoice number

captured. If the invoice is not found then the application will display a message ‘Invoice not found’.

Figure 21

If the credit note number is captured then the results will be restricted to the specific credit note

number captured. If the credit note is not found then the application will display a message ‘Credit

note not found’.

Figure 22

Page 17: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

If the container number is captured then the results will be restricted to the specific container

number captured within the invoice or credit note items. If the container is not found then the

application will display a message ‘Invoice not found’ or ‘Credit note not found’.

Figure 23

If the From and To dates are captured then the results will be restricted to the specific invoice date

range captured. If an invoice cannot be found then the application will display a message ‘Invoice

not found’.

If the From and To dates are captured then the results will be restricted to the specific credit note

date range captured. If a credit note cannot be found then the application will display a message

‘Credit note not found’.

If a document is found the results will be displayed in a grid.

The data will be sorted by Depot and Invoice / Credit Note number. It will include the following

columns:

Document No

Date

Depot

Subtotal

Vat

Total

Page 18: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

Figure 24

A View Document button per a row will be displayed.

Select this button to open the PDF invoice or Credit note.

You will be able to view the invoice or credit note or save the PDF document to disk.

7. VIEWING MANIFEST INFORMATION

To view information on Warehouse Unpacks, click on the Manifests tab. Select container

manifest “From” and “To” dates by using the Calendar dialog box.

Figure 25 : Manifest Search

Select the Warehouse - You can select to search in one warehouse or multiple warehouses

by placing a tick in the checkbox next to the warehouse name. Should you wish to search in

all warehouses, click on the Select All button at the bottom of the drop down and click on

the Close button. If you do not select a warehouse, then the system will prompt you ( )

to do so as shown in the example below.

Page 19: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

Figure 26 : Warehouse Check

In the example below, we have searched for all containers that have been manifested and not

unpacked between 24/07/2014 and 24/07/2014 for all Warehouses. This data can be exported

into Excel, PDF or CSV format by clicking on the corresponding button (below the warehouse

selection drop down box).

Figure 27 : Warehouse Results

To view information on all containers that have been unpacked, select the search dates, the

warehouse/s, tick the “Unpacked” checkbox and then click on Search button. The data will

be populated on screen with an additional column called Unpack Date.

Page 20: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

Figure 28 : Unpacked Cargo

In the example above, we have selected to view data for all Warehouses where the manifest

was created for a container between 01/07/2014 and 24/07/2014, and the containers were

unpacked.

8. VIEWING MANIFEST ITEM INFORMATION

To view the manifest item information click on the plus icon next to the container number on

the grid

Figure 29 : Expand Manifest

Once selected you will be able to view the manifest item detail that pertains to the container

selected. The following information will be displayed

Page 21: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

HBL

Marks & Numbers

Qty

Weight

Cubes

Final Destination

Figure 30 : Manifest Item Information

9. SEARCH GROUPAGE UNPACKS

To search Groupage Unpacks without having to register and log in, click on Search Groupage

Unpacks on the menu on the left of the page

Page 22: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

Figure 31 : Information Screen

The following screen will appear:

Figure 32 : Container Search

Page 23: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

Type in the container number and click on the Search button. If the container number does not exist in any one of our depots, the system will display that the Container is Not Found as per screen below:

Figure 33 : Container Check

If the manifest for that container number is not captured in the warehouse that it has been destined for it will not display any results. If the container number exists the container detail will be displayed as follows:

Page 24: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

Figure 34 : Groupage Unpacks

If the container has not been unpacked, select the “Notify Me” button to be notified when the

container is unpacked:

Figure 35: Pending Unpack

Enter in your e-mail address or cellphone number to be notified and select the Save button

Page 25: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

Figure 36 : Contact Details - Unpack Notification

Figure 37 : Unpack Notification- Save

You will receive a SMS or an E-mail when the container is unpacked at the warehouse it is destined

for.

Page 26: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

To be notified when cargo items that are destined for a warehouse other than the source warehouse,

select the HBL by selecting the check box under the Notify Me header and then click the Notify Me

button. If you select the Notify Me for a HBL that does not have a final destination other than the

source, you will get the notification when the container is unpacked at the source.

Figure 38 : Unpack Notification -Manifest Item

After the container is unpacked, you can view the cargo activity by HBL, by clicking the plus icon next

to the HBL.

Figure 39 : Manifest HBL grid

The Activity and the Activity date will be displayed in the grid per HBL.

Page 27: CLIENT WEB TOOL USER MANUAL - GrindrodPage 4 of 27 Figure 2: Enter Details Upon successful registration, you will receive a Registration Confirmation similar to the screenshot below

Figure 40 : HBL Activities

10. LOGGING OUT To logout, click on the Log out link on the top right hand corner (next to your login name).