Damco Shipper - Training For Vendors

Damco Shipper Training
Agenda
¾Damco Shipper (DS) Login & Dashboard Settings

¾Notification Settings & PO Transfer Setting
¾Booking & Booking Template Setting
¾Containe Loading Res
¾Container Result
lt
¾FCR or HBL
¾Document Management
1
Background
Our current M*Power Shipper system was built Based on feedback received from many vendors /
back in 1999, and over these years, we have out- shippers, Damco, has chosen to build a new
grown our initial design. Some part of the booking application including current, enhanced
technology is not entirely competitive in today’s and new functionalities and thereby drive value
market environment. to you.
Decision was taken to re-build and upgrade our Below are some of the key objectives and/or
shipper facing platform. Through Strong functionalities:
engagement of shippers and clients the
requirements for the new system has been •Main focus is to improve response time
collected.
•Multi-language (Chinese, Spanish and English)
As a result, we aim to: functionality
• Better serve you and our clients •Improved validation and alerting
•Audit Log on all fields

• Increase our operational efficiency and service
level
•Improved Dashboard
• Create a sustainable platform to meet with the •New look and feel
competitive environment
2
DS login https://portal.damco.com/
Shipper would
receive 2 emails,
one for
PIN f code
PINsafe d
and another for
password
3
Alternate Login: www.damco.com
Click “My Damco”
Cli k “P t l l i ”
Click “Portal login”
4
DS login https://portal.damco.com/
Shipper should refer to received
PINcode to find OTC to input.
For this sample PIN 4729,
For this sample PIN 4729
the OTC field should be 3724
Flash show login:(how to reset password and PINcode)

http://www.damco.com/en/~/media/F2FE4868242A4FF5BAD98E5851FAB7DF.ashx
5
DS E-learning http:www.damco.com
Login and click “Add New Widget” to find the “E‐learning” courses
6
Change Password
Click “Profile”
External users can change their password here.
Password must be 8 ‐20 characters long, and
contain uppercase, lowercase and a number.
User will need to change it once per year.
If the user has not logged on for 1 year, then
email notices will be sent out, then the UserID
will be de‐activated.
Contact Damco for any UserID re‐sets needed.
7
DS login
You will see this page in production website only.
Cli k “Shipper”.
Click “Shi ”
When you first log in the system

system, you need to do system
settings per your own needs. Click “Settings”.
8
Dashboard Settings
Now you come to the page settings-preferences.
Then click “Dashboard Settings”.
Ch
Choose your ffavorite
it llanguage
Choose Meters and KGS
Click Save after you set ok
9
Dashboard Settings
Choose all the items that you need to show on front page and then
click “Save”. After that click “View dashboard” to see your front page.
10
Dashboard Settings
All the items that you choose will show on front page
The new system more clearly shows all

status of documents one by one:
PO,, SO,, PL,, CI,, CLR,, FCR,, HBL.
Tips: move out the unnecessary
setting, the system would be faster
Shipper may find the search results from Advance Search is different from the figures shown in Dashboard.
That is because dashboard will only list the limited number of Docs per a specific time period with the
consideration of the page loading performance.
11
Agenda
¾Damco Shipper Login & Dashboard Settings

¾Container Result
lt
¾FCR or HBL
12
Settings - Notification
Notification function will inform you about PO,SO,CLR,FCR,HBL status
change. Click “setting” in dashboard page then click “Notifications”.
Select Shipper & Consignee,

then click “Add
Add notification
notification”.
13
You could input “Frequency”

Frequency , receiver email address
address, select FOB port,
port
s/o status, then click “save” to finish. Once s/o changes to the status
you selected, you will get a notice through the email address you
input. The same operation for CLR, FCR, etc status notification.
14
Your mailbox would receive this kind of notification

once any status changed/ or if there is a revision
for PO,SO,CLR,FCR.
15
Settings – PO Transfer Template
This setting is just for Triangle Trade Vendor/Shipper,

where the booking is created by factory.
I thi
In this case, both
b th parties
ti need d th
their
i own user IDs
ID for
f the
th
Damco Shipper system.
16
Settings – PO Transfer Template
17
PO Transfer
User can select the PO in Search

Results or in the PO page,
th click
then li k 'T
'Transfer'
f ' to
t send
d a copy off
the PO to a 3rd party.
In the Prepare PO Transfer page,

Under 'Order Details',,
check the Price box (or other fields)
if you want to Hide/Remove that visibility
in the Transferred PO.
Select some or all lines to be

transferred.
Ordered Qty can be changed if needed.
To Un-Transfer,
search for the PO (without PO lines),
with the 'Factorys Purchase Orders' box
18checked, then click 'Undo Transfer'.
Agenda
¾Damco Shipper Login & Dashboard Settings

¾Container Result
lt
¾FCR or HBL
19
Booking
Click “Search” to find the

Select right shipper
PO you want to place a
and consignee in the
booking
booking.
Dashboard.
20
Booking
Input the PO you want and click “Search”.
If you don't enter a PO Number, then the

system will show all your POs.
21
Booking
Select the PO, and click “Book”.
PO hyperlink
If you only book part of the PO, please click PO hyperlink

to get sku/item breakdown, then select sku/item to book.
22
Booking
Select the sku/item you want to book, click “Book selected”.
23
Booking
In the New booking system,
the booking has been divided into four parts:
Information Parties,
Information, Parties Header and Marks & Numbers.
Numbers
You need to complete all parts one by one.
The content is just same as MPS.
No need to change anything in this part

“Information”. Shipper could find SO
creation
ti time
ti and
d revision
i i ti
time
24
Booking
Update shipper, consignee, notify party, 10+2 parties into “Parties”.
If shipper find any name or address

incorrect, please inform Damco team to
revise it.
25
Booking
Update shipper email ,

phone no. & contact name
Damco Office is selected here.
26
Booking
Normally, need not update

this summary column
If SKU has same carton dimension, shipper can input total CBM
& KGS, then click split by package to update each SKU volume.
27
Booking
If you want to add more PO, click “add shipping order lines”.
28
Booking
Input the PO number and click “search”.
29
Booking
Select the PO and click “Add”.
30
Booking
Then you will have this PO added into your current booking.
31
Booking
After you complete the booking data input, select “Finished” and
save it to submit, then it would show “successfully submitted”.
32
Booking Revise
First find the booking you want to revise. If you could remember
the booking status, you could directly click “submitted” from front page.
33
Booking Revise
If you don’t remember the booking status, click “search” and choose
“Shipping Order”, then input PO number or sku number or other items
to search.
search
34
Booking Revise
Then click to this booking via SO number.
SO Number: SP system auto generated number

SO Reference: just for shipper’s internal use
SO confirmation number: use for cargo delivery and tracking
with Damco
Click this + to show PO information

35
Booking Revise
If your booking is pending, you can just go ahead to update and save it.
If your booking is already submitted or confirmed, you need to click
“edit”
edit and then update the booking and save it it. You also could find all
Your booking history record
36
Manual Booking In Urgent Cases
If sometimes your PO doesn’t exist in

system, please send email to our
Damco team to ask client to re-upload
PO data.
This tool is just for use when POs are not

available and Client approves shipper to
create it manually.
37
Smart usage of SO Template
Click “settings” from Dashboard.
38
Click “Shipping order

template”.
Select Shipper name, then click

“Add new SO template”.
39
Then you can name the template and input

all basic data you will apply to future
bookings. The purpose aim to save your
time on booking marks/descriptions.
40
Then in booking page “Header”, you can use the SO template.
41
Agenda
¾Damco Shipper & Dashboard Settings

¾Container Result
lt
¾FCR or HBL
42
Container Load Result
After the booking period, Shipping Instructions need to be submitted in
required timeline. Thus you need to do CLR(Container Loading Result) and
FCR(Forwarder’s
FCR(Forwarder s Cargo Receipt)
Receipt).
-CFS bookings don't need CLRs.

-Only CY bookings in confirmed status, can be used to create CLRs.
-Currently
Currently some clients don
don’tt require on
on-line
line Shipping Instructions,
Instructions however,
however it
would be a future trend to do all on-line.
43
First, you need to find the booking. Click “Search” on Dashboard and
click “Shipping order”. Input PO or other Items to search.
SO Status:
St t C fi
Confirmed/Delivered/Partially
d/D li d/P ti ll D Delivered
li d
44
Click the booking you want, and click Create - Container load result, to get to
the CLR Details page (Multi-SO selection is allowed).
45
If you need to select specific lines for CLRs, then go into the SO details, then click
Create - Container load result and it will take you to a pop-up window showing
the PO number and SKU/Style.
Click the + button to add as many CLR boxes that are needed.
Then select the PO lines needed in a CLR, and click the [Add] button in each CLR
box to add the correct PO lines to each CLR.
46
Same as Booking, the CLR is also divided into four parts. Information and
Parties directly come from booking data.
You only need to complete Header and Marks tabs.
All the
th mandatory
d t data
d t fields
fi ld are marked
k d in
i Red.
R d
If your booked packages & quantity need to be revised, please
revise your booking and get confirmation first, then create the CLR.
47
CLR – Save as Finished for Submit
Add more SO in one CLR, or create more CLR for same SO
48
CLR Revise
Since sometimes after your CLR submission,
Damco begins to conduct carrier SI sending,
please first communicate with Damco before y
p you do the revision.
Search for the CLR you want to Revise.

You can find the CLR either with SO number or other items.
49
CLR Revise
Click on the CLR number to see the details.
Click “Edit” and

then You can update
th CLR
the CLR. RRememberb tto
save it as finished after
you complete it.
50
Agenda
¾Shipper Portal Online Training
¾D hb d Settings
¾Dashboard S tti
¾Container Loading Result
¾FCR or HBL
51
FCR
Only bookings in delivered or partially delivered status can be used to
create FCRs. Same as the CLR process, go to “Search” from Dashboard
and find the Booking/SO you
o want
ant to create
c eate your
o FCR.
FCR
Select the SO and then click Create - Forwarder’s Cargo Receipt.
52
FCR – Save as Finished
All the FCR information is copied from the SO and

CLR directly, thus you just need check whether the
summary y matches with your
y Shipping
pp g Instructions
or not. Then save as “Finished” to submit if
nothing changes.
If you want to revise the FCR, you need to

communicate with Damco first.
first
And then do the revision on the SO or CLR 1st.
53
Agenda
¾Shipper Portal & Dashboard Settings

¾Container Result
lt
¾FCR or HBL
54
How to submit documents via
Shipper - Document Management
“Shipper Management”
Users will have access to Document Management if the Consignee has this function set up.
Just click on the Document Management link found at the top of the screen, to go to the
main Document Management Search Screen.
Or Search for the SO number and click on the Document Management icon in the SO Search
Results, to be taken directly to the Document Management Search Results for that same SO /
Booking.
User should select the Shipper and Consignee needed.

Enter a 'PO Number' or 'Booking Conf. Number' or 'SO Number', and click [Search].
Search for multiple
p numbers by y using
g a comma after each number. (eg.
( g PO1,PO2,PO3)
, , )
Expand the results by clicking on the [+] buttons next to the PO and Booking Conf. numbers.
The 'Upload Documents' section will be grayed out to start.

Select the 'Purchase Order' Numbers or Booking Numbers you want to upload documents for,
then the 'Upload Documents' Type, Browse, and [Upload] button will be enabled.
Select the document Type. [Browse] for the file that you want to upload. Then click [Upload].
Use the [+] button to add additional documents at the same time.
Click [Upload] again to Confirm the action.

Then you will get the confirmation page.
If you receive a message stating that

a file has exceeded the maximum size allowed (5 MB),
please re-save the file into a different format or compressed format,
or rescan the file with a lower resolution.
To Delete documents, select the individual document check boxes, and click [Delete].
To View an uploaded document, click on the document name (hyperlink) to open the file.
Mark Complete
When all the documents of a particular PO/SO have been uploaded, the shipment should be
marked as complete, so that the Damco teams know when they can start processing the
documents for this shipment.
Select the shipment which is Complete, and click the [Mark Complete] button.
[Confirm] the action,
action then ’Complete’
Complete field changes from ”No”
No to ”Yes”
Yes .
After this, the Vendor will not be able to upload/delete documents to this shipment anymore,
unless the Damco team sets it back to 'Not Complete'.
Tips For Shipper 1:
For booking submit: Suggest vendor to use the “Save as Finished” function in
booking detail page. Do not prefer vendor to save the booking as DRAFT and then click
the button of “Submit
Submit Multiple SO
SO” on the booking search page.
page
For booking confirmation: After booking is successfully “saved as finished”, the HOU or
MXW Booking number would be shown even though the booking is in status
“SUBMITTED”. Please DO NOT treat it as final booking confirmation.
Please remember to use the booking with status “CONFIRMED” for cargo delivery.
(different in MPS, the Booking number only showed when Damco had Confirmed it.)
To get better user response time (speed):

•suggest shipper to remove unnecessary “dashboard
dashboard settings
settings” eg.
eg HBL/HSWB
HBL/HSWB,PL,
PL etc.
etc
•suggest shipper upgrade their RAM to 1G or more. Then DS would be faster.
•Normally, the first login would be slow since it need download the initial Website data,
after that it should be faster.
59
Tips For Shipper 2:
For new system ID & password:

If you have not received it, please contact our Damco office.
For any system error or problem you face:

Please send the error/problem screen copy to our Damco team
60
Questions and Answers
61

Damco Shipper - Training For Vendors

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Damco Shipper Training

¾Damco Shipper (DS) Login & Dashboard Settings

•Audit Log on all fields

Flash show login:(how to reset password and PINcode)

When you first log in the system

Then click “Dashboard Settings”.

Choose Meters and KGS

Click Save after you set ok

The new system more clearly shows all

¾Damco Shipper Login & Dashboard Settings

Select Shipper & Consignee,

You could input “Frequency”

Your mailbox would receive this kind of notification

This setting is just for Triangle Trade Vendor/Shipper,

User can select the PO in Search

In the Prepare PO Transfer page,

Select some or all lines to be

Ordered Qty can be changed if needed.

¾Damco Shipper Login & Dashboard Settings

Click “Search” to find the

If you don't enter a PO Number, then the

If you only book part of the PO, please click PO hyperlink

No need to change anything in this part

If shipper find any name or address

Update shipper email ,

Damco Office is selected here.

Normally, need not update

SO Number: SP system auto generated number

Click this + to show PO information

If sometimes your PO doesn’t exist in

This tool is just for use when POs are not

Click “Shipping order

Select Shipper name, then click

Then you can name the template and input

Then in booking page “Header”, you can use the SO template.

¾Damco Shipper & Dashboard Settings

-CFS bookings don't need CLRs.

Add more SO in one CLR, or create more CLR for same SO

Search for the CLR you want to Revise.

Click “Edit” and

All the FCR information is copied from the SO and

If you want to revise the FCR, you need to

¾Shipper Portal & Dashboard Settings

User should select the Shipper and Consignee needed.

The 'Upload Documents' section will be grayed out to start.

Click [Upload] again to Confirm the action.

If you receive a message stating that

To get better user response time (speed):

For new system ID & password:

For any system error or problem you face:

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