Track an ocean shipment

Having visibility into your shipment legs is important for alerting your receiving team, planning additional manufacturing runs, and stocking up inventory levels. Depending on who is responsible for the freight and the incoterms, every ocean shipment must have the following:

• Packing List
  • Detail description of the pack-out. How many units per case per pallet
  • Essential for the receiving team
• Commercial Invoice
  • This differs from a Proforma Invoice as the PI is for a bill to be paid while a CI details the transaction contract
• Bill of Lading
  •  Document issued by a carrier to acknowledge receipt of cargo for shipment. 

Below you will find the ways to link ocean shipments to your purchase orders:

1. Adding directly to an order
2. Utilizing global actions to link a shipment

Adding directly to an order

1. When you log in, either use global search to locate the purchase order number or use a view from the Orders base
   • If locating from the Orders base, either hover over the order and click Open order details or click into a PO number cell
   • Under Logistics Tracking on the right side, click "Add a Shipment"
     
   • Select "New Shipment Tracking"
     • Note: at this stage, you can choose to create a new Shipment Consolidation or link the order to an existing Consolidation
   • Choose "Add Shipment Tracking Info" 
     • You can also choose to "Add Shipment from Scratch," which creates a blank Shipment Consolidation
   • Select the Shipment Type
     • Lookup a shipment to track its journey
     • Store your own tracking information
   • Click Lookup a shipment to track its journey and Next
   • Select Ocean as the transportation mode
   • There are two options for entering the tracking details
     • Container Number
       • Enter tracking information
       • Carrier (optional)
         • For support locating your carrier code
     • Master Bill of Lading Number
       • Enter tracking information
       • Carrier (required)
   • Click NEXT
   • Review the information, click SAVE

Utilizing global actions to link a shipment

• After logging in, click the Global Actions blue "+" button
• Click Add Shipment
• Select "New Shipment Tracking"
  • Note: at this stage, you can choose to create a new Shipment Consolidation or link the order to an existing Consolidation
• Choose "Add Shipment Tracking Info" 
  • You can also choose to "Add Shipment from Scratch," which creates a blank Shipment Consolidation
• Select Ocean as the transportation mode
• Click NEXT
• There are two options for entering the tracking details
  • Container Number
    • Enter tracking information
    • Carrier (optional)
  • Master Bill of Lading Number
    • Enter tracking information
    • Carrier (required)
• After entering the information, scroll down and in the dropdown menu select the orders you wish to link. This is a many-to-one relationship.
• Click SAVE
  Note: Ocean shipments are powered by Vizion API.