{{ liveMsg }}
Your account has no role yet — ask an administrator for access. You're signed in, but you won't see or be able
to do anything here until a role is granted.
Booking needs {{ rolePhrase('shipment.book') }}. You can still open and work existing shipments.
{{ error }}
Booked {{ lastBooked.reference }} — draft
Lane: {{ (lastBooked.lane.origin && (lastBooked.lane.origin.resolved || lastBooked.lane.origin.typed)) || "?" }} → {{ (lastBooked.lane.destination && (lastBooked.lane.destination.resolved || lastBooked.lane.destination.typed)) || "?" }}
{{ ep.reason }} {{ ep.fix }}
{{ lastBooked.creditSignal.party }} is within its credit limit. {{ lastBooked.creditSignal.reason }}
Within limit only on the AR we could value — some of this party's AR couldn't be converted, so the true exposure may be higher. Not a firm clear.
Credit HELD — {{ lastBooked.creditSignal.party }}: {{ lastBooked.creditSignal.reason }}
Cash-in-advance — collect prepayment; no credit extended.
No credit limit is set for {{ lastBooked.creditSignal.party || 'this party' }} — nothing was compared. The booking is accepted, but releasing it (document, departure, delivery) is blocked until a credit limit is set or an authorized credit override releases it.
Credit not assessed — no commercial party is linked, so credit was never checked. Not a clear result.
Credit not confirmed.
{{ openedReport.report.label }}
— {{ openedReport.report.excludes }}
Window: {{ openedReport.window.label }}
Loading the figure…
{{ openedReport.error }}
- {{ f.label }}
- {{ f.value }}
{{ t.label }} — {{ t.count }} row(s){{ t.truncated ? ' (showing first ' + t.rows.length + ')' : '' }}
| {{ c }} |
|---|
| {{ cell }} |
none
No figures returned for this period.
Whether your company's setup is complete can't be shown to you - it needs {{ rolePhrase('party.manage') }}.
Couldn't confirm whether your company's setup is complete - that is a failed check, not "all set".
Getting started - {{ setupGuide.done }} of {{ setupGuide.applicable }} done
You can book before this is finished. These steps make the system work end to end; none of them is a precondition the system enforces.
{{ setupGuide.cannotBeTold }} of the steps below {{ setupGuide.cannotBeTold === 1 ? 'is' : 'are' }} not shown to you, so this count is not the whole company's.
{{ guideGlyph(st.state) }}
{{ st.order }}. {{ st.title }}
This setup state isn't shown to your role.
{{ st.evidence }}
{{ st.aside }}
Needs {{ rolePhrase(st.permission) }}.
Copied - a copy, not a notification: nobody has been told.
Could not copy automatically.
{{ st.unlocks }}
A company record needs all four to be ready to invoice. Company records lists it afterwards: the name, tax registration and address can be corrected and apply to invoices issued from then on (an invoice already issued keeps the seller it was issued with; one issued before invoices were frozen and not yet backfilled blocks the correction, by name), and the base currency until the company is in use.
Invoice numbering is set to manual, and no issuing unit has been provisioned yet - invoices will refuse to number until it is.
- this opens the screen that holds the full form.
Advice, not a step: {{ setupGuide.advice }}
What needs me
Nothing needs you right now.
{{ taskBulkResult.done }} resolved · {{ taskBulkResult.refused }} refused
{{ r.ref }} — {{ r.ok ? '✓ ' : '✕ ' }}{{ r.msg }}
No open exceptions.
⛔ Denied-party / sanctions match — human decision required
⚠ Credit hold — release decision required
⚠ Dangerous goods — carrier acceptance not recorded
{{ t.type }}
Cancelled · {{ t.shipper }} · {{ t.origin }} → {{ t.destination }}
{{ t.detail }}
{{ reasonLabel(t.reason) }}
·
{{ taskAge(t.createdAt) }} old
{{ chOf(t.id).error }}
At raise · {{ fmtWhen(chOf(t.id).evidence.raisedAt) }}
No stored snapshot (raised before evidence capture).
Exposure {{ money(chOf(t.id).evidence.exposure, chOf(t.id).evidence.limitCurrency) }}
At least {{ money(chOf(t.id).evidence.exposure, chOf(t.id).evidence.limitCurrency) }} — an FX rate was missing, so this is a floor (the real exposure may be higher). That understatement is why the hold stands.
Limit: no limit on record{{ money(chOf(t.id).evidence.limit, chOf(t.id).evidence.limitCurrency) }}
Decision: {{ chOf(t.id).evidence.decision }}
Loading…
Now · live
Live exposure needs analytics access.
Exposure {{ money(chOf(t.id).live.exposure, chOf(t.id).live.currency) }} (floor — an FX rate is still missing)
Limit: no limit on record{{ money(chOf(t.id).live.limit, chOf(t.id).live.currency) }}
Decision: {{ chOf(t.id).live.decision }}
No current exposure line for this customer.
Loading…
Receivable cover:
insured — {{ chOf(t.id).live.creditLimitCoveredPct }}% covered — coverage % not recorded
naked (uninsured)
not known (no cover data on record)
· limit source: {{ chOf(t.id).live.creditLimitSource }}
· limit source: no source on record
{{ chOf(t.id).msg }}
Release override requested — reason: {{ chOf(t.id).override.reason }}
Awaiting a different approver — this needs {{ rolePhrase('credit.override.approve') }}.
Releasing needs a credit-override request; you don't have permission to raise one.
{{ p.direction }}
· prepared by {{ p.preparedByAgentId ? ('agent ' + p.preparedByAgentId) : ('user ' + (p.preparedBy || '').slice(0, 8)) }}
{{ p.status }}
Bill to {{ p.billTo }}
Amount:
{{ p.currency }} {{ p.amount.toFixed(2) }}
mixed currency — see the lines below (not summed)
no sell charges yet
Reference {{ p.reference }}
{{ l.chargeCode }} {{ l.currency }} {{ l.amount.toFixed(2) }}
You are approving your own invoice — this will be recorded as self-approved.
{{ r.kind === 'WriteOff' ? 'Write-off' : 'Credit note' }}
· prepared by {{ (r.preparedBy || '').slice(0, 8) }}
{{ r.status }}
Prepared — awaiting a second approver; nothing is reversed yet.
Amount:
{{ money(r.amount, r.currency) }}
unavailable — the invoice currency couldn't be resolved; open the invoice's shipment (the shipment button on this row, when shown) to check it
Invoice {{ r.invoiceNumber || (r.invoiceId || '').slice(0, 8) }}
Reason: {{ r.reason }}
You prepared this reversal — applying it will be recorded as self-approved.
You prepared this reversal — a different approver must apply it (segregation of duties).
awaiting an invoice approver
Credit override requested
· by {{ ov.requestedBy === (me && me.userId) ? 'you' : 'a colleague' }}
{{ fmtWhen(ov.requestedAt) }}
Reason given: {{ ov.reason }}
· no credit-hold task is open for it, so there is no hold card; the release gate still blocks it until this is decided.
You requested this override — a different approver must decide it (segregation of duties).
awaiting a holder of credit.override.approve
{{ orphanOverrideMsg[ov.id] }}
{{ a.proposedAction }}· {{ a.actorId }}
{{ a.reversible ? 'reversible' : 'irreversible' }}
Why: {{ formatBasis(a.basis) }}
No basis recorded.
Confidence: {{ Math.round(a.confidence * 100) }}%
· {{ a.grounding.chargeCount }} charge(s)
| Field | Before | After |
|---|---|---|
| {{ d.field }} | {{ d.before }} | {{ d.after }} |
{{ a.commitPermission ? ('Approving this needs ' + rolePhrase(a.commitPermission) + '.') : 'No permission is mapped to approve this action, so it cannot be approved here.' }}
Loading explanation…
Basis: {{ formatBasis(respondExpl.basis) }}
No basis recorded.
| Field | Before | After |
|---|---|---|
| {{ d.field }} | {{ d.before }} | {{ d.after }} |
Agent run: {{ respondExpl.runTrail.agentRunId }} · {{ respondExpl.runTrail.steps.length }} step(s)
{{ s.method }} {{ s.path }} → {{ s.statusCode }}
Run trail: {{ (respondExpl.runTrail && respondExpl.runTrail.reason) || 'run trail unavailable' }}
Asking the agent…
AI
AI-generated — check it against the basis above.
{{ respondAnswer.answer }}
{{ respondAnswer.reason || 'The agent couldn’t generate an explanation right now.' }} — the basis and diff above remain.
Couldn't load the explanation — try again.
Shipments
⛔ {{ triageCounts.sanctioned }} sanctions
{{ triageCounts.needReview }} need review
{{ triageCounts.active }} active
{{ triageCounts.drafts }} drafts
{{ bulkResult.done }} advanced · {{ bulkResult.refused }} refused
{{ r.ref }} — {{ r.ok ? '✓ ' : '✕ ' }}{{ r.msg }}
{{ refusalSentence('shipment.read', 'shipments') }}
No shipments yet — book one above.
{{ detail.reference }}
{{ detail.status }} {{ detail.shipper }} · {{ detail.origin }} → {{ detail.destination }} · {{ detail.incoterm }}{{ f.message }}
- what could not be loaded is NOT shown as empty below; a section that looks empty while this is up is unknown, not none.
Where this booking came from
The text this booking was read from, as received ({{ capturedSource.origin === 'document' ? 'document or email' : 'typed or pasted' }}). Read-only.
{{ capturedSource.text }}
{{ capturedSource.explanation }}
{{ capturedSource.explanation }}
On the shipment now
- Shipper:
- {{ detail.shipper || '-' }}
- Consignee:
- {{ detail.consignee || '-' }}
- Route:
- {{ detail.origin || '-' }} → {{ detail.destination || '-' }}
- Mode:
- {{ detail.mode || '-' }} {{ detail.direction || '' }}
- Incoterm / freight:
- {{ detail.incoterm || '-' }} / {{ detail.paymentTerm || '-' }}
- Cargo:
- {{ cargo ? (cargo.cargo || []).length + ' line(s), ' + (cargo.containers || []).length + ' container(s)' : '-' }}
These are the current values (they may have been corrected since capture); compare them with the text.
Party onboarded — re-grounding this draft…
Party onboarded and this draft re-grounded — it no longer waits on that party. ({{ relinkStatus.relinked }} draft(s) relinked.)
Party onboarded and re-grounded — a screening hit was raised, so this is awaiting compliance review.
These figures may be out of date after that change.
{{ blockers.length }} thing{{ blockers.length === 1 ? '' : 's' }} blocking this shipment
- {{ blockerCounts.yours }} you can fix yourself · {{ blockerCounts.others }} need someone else · {{ blockerCounts.waiting }} waiting on the item above
✓ {{ r.text }}
-
{{ b.fix }}
- {{ c.legalName }} - {{ c.city }}, customer, added {{ String(c.createdAt).slice(0, 10) }}, id {{ String(c.id).slice(0, 8) }}
Screened as {{ sc.screenedName }} - might be {{ sc.matchName }} ({{ sc.matchList }}).If it is the same party, do nothing - the hold stays. If it is a different one, say why and clear it:A charge you add by hand also clears this.{{ blockerUnreachableNote(b.action.kind) }} Needs {{ rolePhrase(b.action.permission) }}.Credit is checked once the {{ b.credit.role }} is linked to a company - nothing to decide until then.Limit {{ money(b.credit.limit, b.credit.currency) }} · open receivables {{ money(b.credit.exposure, b.credit.currency) }} (some could not be converted - the real figure is higher)Couldn't read whether an override has been requested - that is a failed read, not "none requested".A release override was requested - reason given: {{ creditCardOverride.override.reason }}You requested this override, so a different person has to approve it (the two-person rule).Waiting for {{ rolePhrase('credit.override.approve') }} to decide it.Setting the customer's credit needs {{ rolePhrase('credit.manage') }}.
No blockers — this shipment is ready to operate.
✓ {{ r.text }}
Heads-up
{{ a.summary }}.
{{ a.fix }}
Recording an exchange rate needs {{ rolePhrase('fx.rate.manage') }}.
Couldn't load the carrier acceptance of this shipment's dangerous goods. That is a failed read — it does not mean nothing is declared or that anything is accepted.
{{ (dgAcceptance.statement || 'No dangerous goods declared on this shipment').replace(/^./, c => c.toUpperCase()) }}.
Dangerous goods — carrier acceptance
{{ dgForm.done }}
{{ dgForm.error }}
{{ door.label }}: {{ dgClaimLabel(door.v) }}
- {{ f.subject }} · {{ f.cargo }} — {{ f.reason }} · as of {{ f.basis.asOf }} · {{ f.basis.source }} · {{ f.basis.serviceLabel }} · recorded by the booking agent (automated) — NOT human-confirmed
Not assessed: {{ n }}
Answer age: {{ dgAcceptance.ageLimit }}.
{{ dgAcceptance.answers.length }} recorded answer{{ dgAcceptance.answers.length === 1 ? '' : 's' }} for this cargo
- {{ a.status }} · {{ a.key }} ({{ a.grain === 'UnNumber' ? 'substance' : 'class' }}) · {{ a.mode }} · as of {{ a.asOf }} · {{ a.source }} · {{ a.serviceLabel }} · recorded by the booking agent (automated) — NOT human-confirmed · a person confirmed the agent-relayed answer
Record a carrier's answer
The declaration has no valid UN number or class, so there is nothing to record an answer against yet.
Recording a carrier's answer needs shipment.edit.
{{ detail.groundingReason }}
Onboarding a party requires an administrator.
Confirming a booking needs {{ rolePhrase('shipment.advance') }}.
Cancelling a shipment needs {{ rolePhrase('shipment.advance') }}.
Cancelling records a CANCELLED event on this shipment's timeline. It is not deleted - its record, documents and history are kept and it shows as Cancelled. Only a Draft or Booked shipment can be cancelled; once cargo has moved the server refuses and says why.
Cancelled - this shipment is not deleted. Its record, documents and timeline are kept; it can no longer be advanced.
{{ editHint }}
Review & correct
Extraction confidence: {{ Math.round((lastIngest.shipment.confidence || 0) * 100) }}% — verify each field against the source document.
Customer's established term: {{ detail.customerIncotermDefault.value }} — it applies when this booking is saved with no term of its own.
{{ detail.customerIncotermDefault.meaning }}
⚠ {{ detail.freightTermMismatch }}
Either side may be the wrong one; nothing changes until you choose.
With freight terms {{ detail.paymentTerm }}, these Incoterms agree: {{ detail.freightTermConsistentIncoterms.join(", ") }}.
✓ {{ side === 'origin' ? 'Origin' : 'Destination' }} recognised as {{ draftLane[side].resolved }} ({{ draftLane[side].recognisedAs }})
{{ side === 'origin' ? 'Origin' : 'Destination' }} is blank - no place is recorded.
⚠ {{ side === 'origin' ? 'Origin' : 'Destination' }} "{{ draftLane[side].typed }}" {{ draftLane[side].state === 'Ambiguous' ? 'matches more than one known place' : 'is not a recognised place' }} - saved as typed; nothing was chosen for you.
{{ draftLane[side].state === 'Ambiguous' ? 'Candidates:' : 'Likely matches:' }}
No known place is close to this spelling.
Correcting a draft needs {{ rolePhrase('shipment.edit') }}.
🔒 Parsed fields are locked — this shipment is {{ detail.status }}. A correction is pre-commit only.
Correct a party or place
For a wrong shipper, consignee, origin or destination on a booked shipment. It is re-matched to your parties and places, and a party is re-screened.
Nothing filed or issued has used this value, so the correction is applied at once.
A filing or an issued document used this value, so a Manager or Owner other than you must approve the correction before it takes effect.
This correction is blocked.
- {{ f.instruction }}
- The issued {{ d.docType }} will be voided and a reissue asked for.
- {{ r }}
Correcting a booked shipment needs {{ rolePhrase('shipment.correct') }}.
Corrections of this shipment
{{ c.field }}: {{ c.before || '(blank)' }} → {{ c.after || '(blank)' }}
{{ c.status === 'Pending' ? 'Waiting for approval' : c.status }}
{{ c.reason }} - {{ c.decisionNote }} - approved by the same person (sole operator)
Send a document
An issued document goes to the consignee exactly as it was issued. Handed to the email provider is not the same as delivered - delivery is reported separately.
{{ humanizeDocType(d.docType) }} - {{ d.transportNumber || '-' }}
{{ d.state === 'voided' ? 'Voided' : (d.state === 'telex_released' ? 'Issued - telex released' : 'Issued') }}
issued {{ fmtWhen(d.issuedAt) }}
Sending a document needs {{ rolePhrase('document.send') }}.
To the consignee - {{ detail.consignee }}
{{ sendAddressLabel(d) }}
Confirmed.
{{ sendForms[d.id].preview.stateSentence }}
Needs a second person - {{ sendForms[d.id].preview.checkerSentence }}.
Document sends are approved by {{ rolePhrase('document.send.approve') }}.
Sends of this shipment's documents
{{ s.docType ? humanizeDocType(s.docType) : 'Document' }} to {{ s.recipient }}
{{ sendStatusText(s) }}
{{ sendDeliveryText(s) }}
{{ s.failureReason }}
{{ s.decisionNote }}
{{ s.checkerSentence }}
Why it should go there: {{ s.proposalReason }}
Typed by the person who proposed it - differs from the record: {{ sendConsigneeEmail }} (no address on the record).
On the consignee's record.
{{ s.subject }}
{{ sendArchiveText(s) }}
Waiting for a second person. You proposed this, so a different person must decide it.
Send the {{ s.docType ? humanizeDocType(s.docType) : 'document' }} to {{ s.recipient }} - this cannot be unsent.
Waiting for approval - needs {{ rolePhrase('document.send.approve') }}.
Job P&L
Revenue
{{ money(costing.revenue, costing.currency) }}Cost
{{ money(costing.totalCost, costing.currency) }}
{{ money(costing.actualCost, costing.currency) }} billed + {{ money(costing.accruedCost, costing.currency) }} accrued
Margin
{{ money(costing.margin, costing.currency) }} ({{ costing.marginPct }}%)
Provisional — {{ costing.openAccrualCount }} vendor bill(s) still to land.
Fulfilments
{{ m.type }} {{ m.quantity }}
{{ (m.occurredAt || '').slice(0,10) }}
Invoices awaiting issue
{{ p.direction }}{{ p.status }}
prepared by {{ (p.preparedBy || '').slice(0, 8) }}
Reverse an invoice
{{ inv.direction }} {{ inv.invoiceNumber || (inv.id || '').slice(0, 8) }}
{{ inv.status }}
open balance {{ money(inv.balance, inv.currency) }}
A reversal is already prepared for this invoice — see “Reversals awaiting approval”.
No open balance to reverse.
{{ inv.currency || '(currency?)' }}
A credit note credits the customer (amount above); a write-off releases the uncollectable open balance. Both need a different approver to apply.
Credit notes
{{ inv.invoiceNumber || (inv.id || '').slice(0, 8) }}
credited {{ money(inv.creditAmount, inv.currency) }} of {{ money(inv.totalAmount, inv.currency) }}
{{ sliceFailures['creditNotes:' + inv.id].message }}
{{ n.creditNumber }} · {{ money(n.amount, n.currency) }} · {{ (n.issuedAt || '').slice(0, 10) }}
· {{ n.reason }} · approved by user {{ (n.approvedBy || '').slice(0, 8) }}
Pre-document credit {{ money(preDocumentCreditCents(inv, creditNotesByInvoice[inv.id]) / 100, inv.currency) }} - applied before credit notes existed as documents: the money is correct, there is no C number and none is invented.
The credit notes total more than this invoice's credited amount - a reconciliation gap (see the credit-note readiness in the books).
No credit notes.
Route
No route planned.
No office exists yet - an office is what sells the invoice.
{{ sentenceCase(rolePhrase('branch.manage')) }} can add one under Company records.
{{ branchNotice().text }}
{{ l.origin }} → {{ l.destination }}
{{ l.type }} · {{ l.mode }} · {{ l.carrierName }}
{{ l.status }}
Handling branch:
{{ legBranchLabel(l) }}
unassigned
✓ Proof of delivery — {{ l.podSignatory }} · {{ (l.podAt || '').slice(0, 10) }} · {{ l.podDocumentRef }}
Arrived — proof of delivery not yet recorded (not confirmed delivered)
Branches on this shipment:
every leg has a handling branch and the owning branch is set.
incomplete
— leg {{ participants.unresolvedLegSequences.join(', ') }} {{ participants.unresolvedLegSequences.length === 1 ? 'has' : 'have' }} no handling branch — no owning branch is set.
This is a record of who handles each leg; it does not yet limit who can see or act on the shipment.
Owning branch:
{{ branchLabelById(owningBranchId()) }}
- assumed: your only branch
not set
{{ route.completedLegs }}/{{ route.totalLegs }} legs
· now: {{ route.currentLegDescription }}
· {{ route.blockers.join('; ') }}
Not matched to a place yet ({{ routeCheckLines().length }})
A leg's ends are checked against your Places list. Until one matches by name, alias or code the route is saved and works as typed — nothing is blocked.
{{ line }}
· {{ legFrom('origin') }}
· {{ legFrom('destination') }}
· {{ legFrom('mode') }}
Nothing is saved until you press Add leg.
Cargo & containers
{{ sliceFailures.cargo.message }}
No cargo entered.
{{ cg.description }}
{{ cg.pieces }} pcs · {{ cg.weightKg }} kg · {{ cg.volumeM3 }} m³
Dangerous goods: {{ cg.unNumber || 'UN number not given' }} · class {{ cg.hazardClass || 'not given' }} · packing group {{ cg.packingGroup }}
— not valid: {{ dgProblems[cg.id].join('; ') }}. The shipment cannot depart with this declaration.
— the declaration is well-formed (this is not a carrier's acceptance)
No dangerous goods declared
Accepted: UN number UN0004–UN3999; hazard class {{ dgAcceptedClasses }}; packing group {{ dgAcceptedPackingGroups }}. {{ dgPackingGroupRule }}
Shipping marks:
{{ cg.marks }}
not stated
Package kind:
{{ cg.packageKind }}
not stated
· Net weight:
{{ cg.netWeightKg }} kg
not stated
{{ bx.containerNo }}
{{ bx.isoType }} · check digit invalid
VGM {{ bx.vgmKg }} kg · Method {{ bx.vgmMethod }} · tare source: {{ bx.tareSource }} · declared by {{ bx.vgmSubmittedBy || '—' }} · {{ bx.vgmSubmittedAt }}
VGM required before this box can load — SOLAS method:
→ VGM {{ vgmInputs[bx.id].preview.vgmKg }} kg · tare {{ vgmInputs[bx.id].preview.tareSource === 'provided' ? 'provided (actual — SOLAS-grade)' : vgmInputs[bx.id].preview.tareSource === 'weighed' ? 'weighed (packed weighing — SOLAS-grade)' : 'typical (NOT for declaration)' }} · OVERWEIGHT — cannot load
Demurrage:
no demurrage tariff loaded — add one under Demurrage watchno demurrage tariff loaded — {{ rolePhrase('rate.manage') }} can add one under Demurrage watch
→ {{ containerDemurrage[bx.id].result.chargeableDays }} chargeable day(s) · {{ money(containerDemurrage[bx.id].result.amount, containerDemurrage[bx.id].result.currency) }} (elapsed {{ containerDemurrage[bx.id].result.elapsedDays }}, free {{ containerDemurrage[bx.id].result.freeDays }})
→ within free time — nothing chargeable (elapsed {{ containerDemurrage[bx.id].result.elapsedDays }}, free {{ containerDemurrage[bx.id].result.freeDays }})
{{ containerDemurrage[bx.id].error }}
Remove {{ bx.containerNo }} from this shipment. This can't be undone. Its VGM declaration stays in the shipment's history.
This box has a declared VGM — a reason is required (a re-plan or roll, not a typo):
Planned equipment (no container numbers yet — the carrier assigns those later)
No planned equipment.
{{ req.count }} × {{ req.isoType }} planned — no number yet
Milestones
No milestones yet.
{{ m.code }}
ETA {{ fmtWhen(m.estimatedAt) }} · actual {{ m.actualAt ? fmtWhen(m.actualAt) : '—' }}
{{ m.status }}
Charges
We bill
{{ money(chargesView.strip.bill, chargesView.strip.currency) }}We pay
{{ money(chargesView.strip.pay, chargesView.strip.currency) }}We make
{{ money(chargesView.strip.make, chargesView.strip.currency) }} ({{ chargesView.strip.makePct }}%){{ chargesView.strip.text }}
{{ chargesView.strip.basis }}
The leg figures don't add up to the shipment's total cost - tell an administrator.
No charge lines yet.
{{ sec.title }}
, {{ money(t.amount, t.currency) }}
{{ l.name }}
- {{ l.who }}
est.
{{ money(l.amount, l.currency) }}
Missing
- {{ m.text }}
This checks that lines exist and are named, not that the amounts are right.
Demurrage evidence
{{ e.containerNo || 'container' }} · {{ e.equipmentType }}
· {{ e.port }}
· last free day {{ e.lastFreeDay }}
· est. {{ money(e.estimatedAmount, e.currency) }}
· actual {{ money(e.actualAmount, e.currency) }}
· actual not yet in (awaiting carrier invoice)
Cost by leg
Costs can be assigned to the leg they belong to. Unassigned costs belong to the whole shipment - that is normal.
{{ chargeLabel(c) }}
{{ money(c.amount, c.currency) }}
{{ c.legId ? ('Leg ' + (legSeqFor(c.legId) || '?')) : 'Whole shipment' }}
Costs not assigned to a leg
cost {{ money(costingByLeg.unallocatedCost, costingByLeg.currency) }}
estimated, supplier bill not in yet {{ money(costingByLeg.unallocatedAccruedCost, costingByLeg.currency) }}
sell {{ money(costingByLeg.unallocatedSell, costingByLeg.currency) }}
Estimates waiting to be assigned to a leg ({{ unallocatedAccruals.length }})
No unassigned estimates - nothing awaiting a leg.
{{ a.chargeCode }}
{{ a.vendorName || 'no vendor' }} · {{ a.status }}
{{ money(a.estimatedAmount, a.currency) }} est.
Cost write-offs
{{ accrualLabel(w.accrualId) }}
reason: {{ w.reason }}
prepared by {{ (w.preparedBy || '').slice(0, 8) }}
{{ w.status }}
You prepared this cost write-off — applying it will be recorded as self-approved.
awaiting a payment approver
{{ a.chargeCode }}
{{ a.vendorName || 'no vendor' }} · {{ money(a.estimatedAmount, a.currency) }} est.
Screening
No screening on record for this shipment yet.
⛔ {{ sc.role }} — denied-party match. Cargo cannot move; human decision required (licence path only).
{{ sc.screenedName }} · matches {{ sc.matchName }} ({{ sc.matchList }})
{{ sc.role }}
Potential match — adjudicate
{{ sc.screenedName }} · matches {{ sc.matchName }} ({{ sc.matchList }})
{{ sc.role }}
Not screened
{{ sc.screenedName }}
This party has no name yet, so there is nothing to screen. Name the party to screen it.
An earlier no-match for this party was taken under an older version of the name matcher, so it is not treated as Clear. It needs a re-screen.
Re-screen the in-flight book on the Screening page (screening authority required).
There is no Official denied-party list loaded to screen this party against, so this no-match is not treated as a Clear.
Load an Official list on the Screening page (screening authority required).
An Official list is loaded but is past its refresh window, so this no-match is not treated as a confident Clear — load a newer release (the same vintage is refused), then re-screen the party.
Load a newer release of the Official list on the Screening page (screening authority required).
An Official list is loaded but is not under the refresh feed, so its currency can't be judged and this no-match is not treated as a confident Clear. Supply the list's as-of date, then re-screen the party.
Supply or track the list's as-of date on the Screening page (screening authority required).
Not screened — cause: {{ sc.notScreenedReason || 'not reported by the server' }}.
{{ sc.role }}
{{ sc.status }}
{{ sc.screenedName }}
Cannot close: {{ costing.closeBlockers.join('; ') }}
No customs filings provisioned for this shipment.
Provision a filing:
ICS2 — EU advance security (ENS)
ENS
{{ ics2.status }}
MRN {{ ics2.mrn }}
· cargo cannot load until accepted
missing: {{ ics2.missingElements.join(', ') }}
EORI {{ ics2.eori.frozen ? "declared at filing (frozen)" : "filing now would declare" }}:
{{ r.role }} {{ r.value || "none recorded" }}
{{ g.message }}
Filed without a {{ ics2.eori.notRecorded.join(", ") }} EORI; the reason is on the review task. A later correction to a party does not change a filed filing.
{{ filingDefs.ics2.saveNote }}
Awaiting authority response
Recorded: {{ ics2.status }} · {{ ics2.dispositionCode }}
{{ dispositionNextAction('ics2', ics2.status) }}
cargo may move
ISF (10+2) — US import security filing
ISF
{{ isf.status }}
deadline: {{ isf.deadlineStatus }}
missing: {{ isf.missingElements.join(', ') }}
Saving updates the {{ isf.status === 'Rejected' ? 'rejected filing' : 'draft' }} only. The ISF is not sent to CBP until you press {{ isf.status === 'Rejected' ? 'Re-file ISF' : 'File ISF' }}, and saving does not change the deadline above.
Awaiting authority response
Recorded: {{ isf.status }} · {{ isf.dispositionCode }}
{{ dispositionNextAction('isf', isf.status) }}
cargo may move
AMS — US ocean cargo manifest
AMS
{{ ams.status }}
deadline: {{ ams.deadlineStatus }}
missing: {{ ams.missingElements.join(', ') }}
{{ filingDefs.ams.saveNote }}
Awaiting authority response
Recorded: {{ ams.status }} · {{ ams.dispositionCode }}
{{ dispositionNextAction('ams', ams.status) }}
cargo may move
ACE — US entry (3461)
ACE
{{ ace.status }}
summary deadline: {{ ace.summaryDeadlineStatus }}
missing: {{ ace.missingElements.join(', ') }}
{{ filingDefs.ace.saveNote }}
Recorded: Released
The console cannot file the entry summary (7501) — see the summary deadline above.
Entry summary (7501) filed {{ fmtWhen(ace.summaryFiledAt) }}.
Final duty settlement — starts the 180-day protest clock.
Awaiting authority response
Record only a release CBP has actually returned. This clears the customs hold on billing and delivery for this entry and cannot be undone here.
Records the release you read off CBP's response; it starts the 10-working-day entry-summary clock.
Record only a rejection CBP has actually returned. The entry number is voided and the entry stays Rejected until it is corrected and filed again.
Recorded: {{ ace.status }}
{{ dispositionNextAction('ace', ace.status) }}
cargo may move
ACAS — US air cargo advance screening
ACAS
{{ acas.status }}
deadline: {{ acas.deadlineStatus }}
missing: {{ acas.missingElements.join(', ') }}
{{ filingDefs.acas.saveNote }}
Awaiting authority response
Recorded: {{ acas.status }} · {{ acas.dispositionCode }}
{{ dispositionNextAction('acas', acas.status) }}
cargo may move
EEI — US export filing (AES)
EEI
{{ eei.status }}
deadline: {{ eei.deadlineStatus }}
ITN: {{ eei.itn }}
Exempt: {{ eei.exemptionCitation }}
missing: {{ eei.missingElements.join(', ') }}
Saving updates the {{ eei.status === 'Rejected' ? 'rejected filing' : 'draft' }} only. The EEI is not sent to AES until you press {{ eei.status === 'Rejected' ? 'Re-file EEI' : 'File EEI' }}, and saving does not change the deadline above.
Corrections (post-entry)
A post-summary correction (PSC) amends a filed, un-liquidated entry; a protest challenges a liquidated one. Saved as a draft, then filed below.
{{ correctionNotice['new'] }}
{{ c.type || 'Correction' }}
{{ c.status }}
{{ correctionNotice[c.id] }}
{{ filingDefs.correction.saveNote }}
Awaiting authority response
Recorded: {{ c.status }}
{{ dispositionNextAction('correction', c.status) }}
Not ready to file — {{ filingBlockers('correction', c).join('; ') }}.
Drawback (duty refund)
Drawback
{{ drawback.status }}
Awaiting authority response
Recorded: {{ drawback.status }}
{{ dispositionNextAction('drawback', drawback.status) }}
refund settled
{{ filingDefs.drawback.saveNote }}
Not ready to file — {{ filingBlockers('drawback', drawback).join('; ') }}.
Drawback (duty refund)
A duty drawback is a 99% refund claim on this shipment's duty-paid import entry. Saved as a draft; the File button appears with the saved claim once the claim is complete.
A drawback claim needs a duty-paid import ACE entry on this shipment — file the ACE entry first, then the claim can start.
Documents & EDI
{{ transportDoc.docType }}
· {{ transportDoc.loadingLabel }}: {{ transportDoc.portOfLoading }}
→ {{ transportDoc.dischargeLabel }}: {{ transportDoc.portOfDischarge }}
· not ready: {{ transportDoc.missingElements.join(', ') }}
{{ siFailed }}
{{ siDoc.docType }}
{{ siStateWords(siDoc) }}
{{ siCutoffWords }}
{{ p.k }}: {{ p.b && p.b.name ? p.b.name : 'not named' }}
- {{ siAddress(p.b) }}
- no postal address
Notify: {{ n.name }} - {{ siAddress(n) }} - no postal address
{{ siDoc.loadingLabel }}: {{ siDoc.portOfLoading || 'not stated' }}
→ {{ siDoc.dischargeLabel }}: {{ siDoc.portOfDischarge || 'not stated' }}
· place of receipt {{ siDoc.placeOfReceipt }}
· place of delivery {{ siDoc.placeOfDelivery }}
· final destination {{ siDoc.finalDestination }}
Incoterm {{ siDoc.incoterm || 'not stated' }} · freight {{ siDoc.freightTerms ? siDoc.freightTerms.toLowerCase() : 'terms not stated' }} · payable at {{ siDoc.freightPayableAt }}
| Description | Package kind | Pieces | Gross weight (kg) | Net weight (kg) | Marks |
|---|---|---|---|---|---|
| {{ c.description || '-' }} | {{ c.packageKind || 'not stated' }} | {{ c.pieces != null ? c.pieces : '-' }} | {{ c.weightKg != null ? c.weightKg : '-' }} | {{ c.netWeightKg != null ? c.netWeightKg : 'not stated' }} | {{ c.marks || 'none' }} |
| Total | {{ siDoc.totalPieces }} | {{ siDoc.totalWeightKg }} | {{ siDoc.totalNetWeightKg != null ? siDoc.totalNetWeightKg : 'not stated for every line' }} |
{{ k.containerNo }} (seal {{ k.sealNumber || 'none' }}),
· {{ siDoc.containersInWords }}
Carrier booking reference:
{{ siDoc.carrierBookingRef }} ({{ siBookingRefSourceWords(siDoc.carrierBookingRefSource) }})
not recorded
- {{ g }}
- {{ g }}
Net weight {{ siDoc.totalNetWeightKg }} kg (gross {{ siDoc.totalWeightKg }} kg)
{{ siGaps.length }} thing{{ siGaps.length === 1 ? '' : 's' }} to fix before this can be sent
- {{ g.words }} Where to fix it: {{ g.where }}. This is locked because the shipment is booked - it can't be changed here.
Ready - nothing is missing from the document of record.
Sent to the carrier {{ fmtWhen(siDoc.submittedAt) }} by {{ siDoc.submittedBy }} - it is locked; a change after this is a carrier amendment.
{{ siGaps.length }} thing{{ siGaps.length === 1 ? ' is' : 's are' }} still missing (listed above); nothing can be sent until {{ siGaps.length === 1 ? 'it is' : 'they are' }} stated.
Send this to the carrier? Once sent it is locked - a change after this is a carrier amendment.
Sending this to the carrier needs {{ rolePhrase('shipment.edit') }}.
{{ ediOut }}
Master number
Current master: {{ detail.mbl }}
confirmed
provisional — not yet confirmed
No master number recorded yet.
current: {{ detail.bookingRef }}
current: {{ detail.coloaderMbl }}
Master document — issue & telex-release
No carrier MBL recorded — record it above before issuing.
Carrier MBL is provisional ({{ detail.mbl }}) — confirm it before issuing.
Carrier MBL confirmed ({{ detail.mbl }}).
Issue the master document of record — this FREEZES it; it cannot be edited after.
⚠ {{ w }}
{{ masterDoc.state === 'voided' ? 'VOIDED' : (masterDoc.state === 'telex_released' ? 'ISSUED · TELEX RELEASED' : 'ISSUED') }}
— {{ masterDoc.transportNumber || '—' }} · issued by {{ masterDoc.issuedBy }}
{{ masterConfirm === 'telex' ? 'Release this master by telex — the consignee can take delivery without surrendering an original. Recorded once, cannot be undone.' : 'Void this master document of record — terminal. The frozen face is retained, not deleted.' }}
Documents on file
Accepted: a PDF or an image (PNG, JPEG, GIF, WebP or TIFF), up to 8 MB.
Attaching a file needs {{ rolePhrase('shipment.edit') }}.
No documents are stored against this shipment.
{{ shipmentDocs.untyped }} document(s) have no stated type - state each one so document readiness is exact, never guessed from the filename.
-
{{ d.name }}
{{ d.typeLabel }}
Type: {{ d.typeLabel }}
- added {{ String(d.addedAt).slice(0, 10) }} - {{ d.sourceLabel }}
- file: {{ storedFileLabel(d.file && d.file.contentType) }}, {{ storedFileSize(d.file && d.file.sizeBytes) }}
Needs {{ rolePhrase('shipment.edit') }} to state its type.
Documents — view & print
Required: {{ (docReadiness.requiredLabels || []).join(', ') || '—' }}
· present: {{ (docReadiness.presentLabels || []).join(', ') || 'none' }}
· missing: {{ (docReadiness.missingLabels || []).join(', ') }}
Loading document…
No invoice issued yet — {{ docMsg }}
{{ docMsg }}
— the charge totals cannot be computed (reason below); issuing freezes this document without them.
— issued; this is the frozen document of record.
— this document is not ready; it will print marked with its gaps.
Tiller Freight
{{ docTitle }}
{{ docNumber }}
NOT FOR RELEASE — {{ (docView.blocks || []).join('; ') || 'not yet releasable' }}
DRAFT — NOT READY
Missing: {{ (docView.missingElements || []).join(', ') || '—' }}
VOIDED
ISSUED · TELEX RELEASED
ISSUED
— {{ issuedDoc.transportNumber || '—' }}
Issued by {{ issuedDoc.issuedBy }} · {{ fmtWhen(issuedDoc.issuedAt) }}
⚠ {{ w }}
{{ issuedDoc.originalsCount }}/{{ issuedDoc.originalsCount }} originals issued
·
Shipped on board {{ issuedDoc.onBoardDate }}
⚠ {{ contractPortsDefaultedCount }} contract port{{ contractPortsDefaultedCount > 1 ? 's are' : ' is' }} still defaulted from the booking — {{ contractPortsDefaultedCount > 1 ? 'they' : 'it' }} will bind the carrier exactly as printed when you issue. Confirm {{ contractPortsDefaultedCount > 1 ? 'them' : 'it' }} below, or issue as-is.
Shipper
{{ docView.shipper }}
Seller
{{ docView.seller }}
Assured
{{ docView.assured }}
{{ docView.assuredBasis === 'operator-confirmed' ? 'Operator-confirmed' : 'Derived from the Incoterm - not confirmed' }}
- {{ docView.assuredDerivation }}
The Incoterm now derives {{ docView.assuredDerivedNow }} - review the confirmation.
Customer
{{ docView.customer }}
Consignee
{{ docView.consignee }}
Buyer
{{ docView.buyer }}
Deliver to
{{ docView.deliverTo }}
{{ docView.loadingLabel }}
{{ docView.portOfLoading || '—' }} — defaulted from booking — not yet the stated contract port
Origin
{{ docView.origin }}
{{ docView.dischargeLabel }}
{{ docView.portOfDischarge || '—' }} — defaulted from booking — not yet the stated contract port
Destination
{{ docView.destination }}
Mode
{{ docView.mode }}
Incoterm
{{ docView.incoterm }}
Freight terms
{{ docView.freightTerms }}
Place of receipt
{{ docView.placeOfReceipt }}
Final destination
{{ docView.finalDestination }}
Issue date
{{ (docView.issueDate || '').slice(0, 10) }}
Due date
{{ (docView.dueDate || '').slice(0, 10) }}
Payment terms
{{ docView.paymentTerms }}
Document number
check digit invalid
| Charges | Term | Amount ({{ docView.chargeTotalsCurrency }}) |
|---|---|---|
| {{ humanizeDocType(b.box) }} | {{ b.term }} | {{ b.amount }} |
| Total Prepaid | {{ docView.totalPrepaid }} | |
| Total Collect | {{ docView.totalCollect }} | |
Total Prepaid and Total Collect are blank on this document: {{ docView.chargeTotalsGap }}.
It was issued without them.
Issuing still goes ahead, and the document is then frozen without them.
Combined-transport span:
Confirm contract ports:
Apparent order and condition of the goods:
Stated: “{{ docView.orderAndCondition }}”
Not stated yet - the bill can't be ready without it.
| Description | Package kind | Pieces | Weight (kg) |
|---|---|---|---|
| {{ c.description || '—' }} | {{ c.packageKind || 'not stated' }} | {{ c.pieces != null ? c.pieces : '—' }} | {{ c.weightKg != null ? c.weightKg : '—' }} |
| Total | {{ docView.totalPieces }} | {{ docView.totalWeightKg }} |
| Container | Seal |
|---|---|
| {{ k.containerNo }} | {{ k.sealNumber || 'no seal' }} |
| Charge | Amount |
|---|---|
| {{ l.chargeCode }} | {{ money(l.amount, l.currency) }} |
| Total | {{ money(docTotal, docTotalCurrency) }} |
| Mixed currency — no single total; each line is shown in its own currency. | |
Customs
{{ docView.customsStatus }}
Charges
{{ docView.chargesStatus }}
Cover clause
{{ docView.clause }}
Cover basis
{{ docView.coverageBasis }}
Insured value
{{ money(docView.insurableValue, docView.currency) }}
Premium
{{ money(docView.premium, docView.currency) }}
Valid until
{{ fmtWhen(docView.validUntil) }}
Timeline
No events yet.
{{ e.actorType }}
{{ e.eventTypeCode }}
{{ e.kind === 'ESTIMATED' ? 'estimate' : 'actual' }}
{{ fmtWhen(e.occurredAt) }}
· {{ e.actorId }}
superseded by a later actual
Onboarding
✓ Company setup is complete - {{ setupGuide.done }} of {{ setupGuide.applicable }} steps done.
Getting started — configure your tenant's master data
{{ setupState.parties.done ? '✓' : '○' }}
Onboard parties{{ setupState.parties.count }} configured
{{ setupState.ports.done ? '✓' : '○' }}
Add ports / locations{{ setupState.ports.count }} configured
{{ setupState.rateCards.done ? '✓' : '○' }}
Add rate cards{{ setupState.rateCards.count }} configured
{{ setupState.deniedParties.done ? '✓' : '○' }}
Load a denied-party list{{ setupState.deniedParties.count }} entries
Reference data is present, but no denied-party list is loaded — screening is not operational; shipments depart with an unscreened alert recorded until a list is loaded.
Checking whether screening can clear against the loaded list…
A denied-party list is loaded, but whether screening can clear against it couldn't be checked just now — not confirmed operationally ready.
Not operationally ready. {{ screeningReadiness.detail }}
Not operationally ready. Until this is fixed, a party with no sanctions hit reads Not screened instead of Clear (a real hit is still shown).
{{ screeningReadiness.currencyDetail || '' }}
Fix it from the Screening page (screening authority required): load a newer release of a stale list (re-loading the same release is refused), or reload an untracked list with its publication date.
Operationally ready — master data is configured and an Official denied-party list is loaded and within its refresh window.
This is a refresh-recency check only; it does not mean the list is complete.
{{ screeningReadiness.integrityDetail }}
Parties have their own screen now.
Places have their own screen now.
Loading a sanctions list and re-screening the book have their own page now.
Loading a list needs {{ rolePhrase('screening.adjudicate') }}.
Re-ground the whole book — after onboarding, link every shipment that referenced a now-known party or port
Re-ground, re-screen and re-price ALL {{ regroundSweep.n }} active shipment(s) that are still unlinked.
This may raise credit holds. Type CONFIRM to proceed.
Re-grounding the book requires screening authority.
Users & roles
Sole-operator exceptions — who changed the setting, and why
{{ soleOpAuditError }}
Loading the setting history…
Currently {{ soleOpAudit.enabledNow ? 'ON' : 'OFF' }}.
{{ soleOpAudit.currentScope.label }}
- {{ p }}
{{ soleOpAudit.currentScope.note }}
No change to this setting has been recorded for this company.
| When | Change | By | Reason, as recorded then |
|---|---|---|---|
| {{ fmtWhen(c.at) }} | {{ c.enabled ? 'Turned ON' : 'Turned OFF' }} — {{ soleOpOriginLabel(c.origin) }} | {{ c.actorKind === 'provider' ? 'Provider' : 'System' }}: {{ c.changedBy }} | {{ c.reason }} |
Booking agent — carrier dangerous-goods answers
Currently {{ agentDgCapture.loaded ? (agentDgCapture.enabled ? 'ON — the agent may relay carrier answers' : 'OFF — only people record carrier answers') : '—' }}
If ON, {{ agentDgCapture.permits }}
Couldn't load this setting - that is a failed read, not "off".
{{ agentDgCapture.audit.length }} change{{ agentDgCapture.audit.length === 1 ? '' : 's' }} on record
- {{ a.enabled ? 'Turned ON' : 'Turned OFF' }} · {{ fmtWhen(a.at) }} · {{ a.reason }}
Access scope readiness
The readiness check could not be read.
Every user has a resolved scope.
{{ d.dimension === 'party' ? 'Portal users with no party' : 'Staff with no branch' }} ({{ d.count }}):
{{ i.email }}{{ k < d.items.length - 1 ? ', ' : '' }}
Link a party or grant a branch on the user below to clear a row. A user with no scope is listed, not defaulted: nothing is granted unless you grant it.
Invite a user
No parties are visible to your role, so a portal user cannot be invited from here.
Branches this person may act in (none unless you tick one):
No branches are visible to your role.
{{ roleHint(invite.roleId) }}
Pending invitations (activate on first verified sign-in):
{{ u.email }}
Users & roles
No users yet.
{{ u.email }}{{ u.status }}
{{ roleName(rid) }}
no roles
Party:
{{ partyLabel(u.partyId) }}
none
Branches:
{{ branchLabelById(bid) }}
none
{{ statusConfirm[u.id] === 'Offboarded' ? 'Offboarding is final: the person cannot be restored and must be invited again.' : 'Confirm.' }}
Offboarded: final. To restore access, invite the person again.
Rate cards
{{ expiringRates.length }} lane rate{{ expiringRates.length === 1 ? '' : 's' }} need renewing
A lapsed lane stops quoting — renew before the desk finds out on a broken quote.
{{ e.mode }} {{ e.originPort }}→{{ e.destinationPort }}
{{ money(e.amount, e.currency) }} {{ e.currency }}
{{ e.expired ? 'expired ' + (-e.daysUntilExpiry) + 'd ago' : 'lapses in ' + e.daysUntilExpiry + 'd' }} · {{ (e.validTo || '').slice(0, 10) }}
Rates / tariffs
No rate lines — add one so lanes price.
{{ r.mode }} {{ r.originPort }}→{{ r.destinationPort }}
{{ r.basis }} · {{ money(r.amount, r.currency) }} {{ r.currency }} · fuel {{ r.fuelSurchargePct }}%
Reference tariffs — the rates we price from
No reference tariffs configured.
AIR {{ c.origin }}→{{ c.destination }}
min {{ money(c.minimumCharge, c.currency) }} {{ c.currency }} · {{ (c.validUntil || '').slice(0, 10) || 'open-ended' }}
OCEAN FCL {{ c.origin }}→{{ c.destination }}
{{ c.isoType }} · {{ money(c.ratePerContainer, c.currency) }} {{ c.currency }}/ctr · {{ (c.validUntil || '').slice(0, 10) || 'open-ended' }}
OCEAN LCL {{ c.origin }}→{{ c.destination }}
{{ money(c.ratePerWm, c.currency) }} {{ c.currency }}/wm · min {{ money(c.minimumCharge, c.currency) }} · {{ (c.validUntil || '').slice(0, 10) || 'open-ended' }}
{{ c.code }} {{ c.origin }}→{{ c.destination }}
{{ c.basis }} · {{ money(c.rate, c.currency) }} {{ c.currency }}
DUTY {{ c.hsCode }} → {{ c.destinationCountry }}
duty {{ c.duty }}% · tax {{ c.tax }}%
Inbox — the work arrives
{{ refusalSentence('shipment.book', 'ingest documents') }}
Drop documents here (email, PDF, image, CSV) — or
{{ d.name }}
{{ lastIngest.rejected.length }} document(s) were rejected and NOT extracted:
{{ r.name }} — {{ r.reason }}
Extracted a draft — {{ lastIngest.shipment.reference }}
confidence {{ Math.round((lastIngest.shipment.confidence || 0) * 100) }}%
{{ lastIngest.sourceText }}
Shipper · {{ lastIngest.shipment.grounded ? 'grounded ✓' : 'not matched — review' }}
Open the draft to see every parsed field and correct any of them; a party correction re-screens on the spot.
Ingest review
The door read these emails and is waiting for you to confirm what arrived — nothing was created automatically. Oldest first: the one waiting longest is a customer who believes they're already booked.
Couldn't load the review queue — this is not the same as nothing waiting. {{ proposalsError }}
Nothing waiting — the review queue is clear.
{{ proposalCard.action }}
{{ proposalCard.degradedReason }}
Booking
shipper: {{ (b.booking && b.booking.shipper) || '—' }} · consignee: {{ (b.booking && b.booking.consignee) || '—' }} · {{ (b.booking && b.booking.origin) || '—' }} → {{ (b.booking && b.booking.destination) || '—' }} · {{ (b.booking && b.booking.mode) || '—' }} · {{ (b.booking && b.booking.direction) || '—' }} · {{ (b.booking && b.booking.incoterm) || '—' }} · {{ (b.booking && b.booking.paymentTerm) || '—' }}
{{ b.text }}
Amendment to {{ a.reference || '—' }}
{{ a.text }}
{{ s.kind }}: {{ s.text }}
Compliance to decide: {{ proposalCard.complianceFlags.join('; ') }}
{{ proposalCard.action === 'NeedsManualReview'
? 'Classification could not read this email, and the console can\'t show its source documents yet — handle it from the original email outside the console, then dismiss this card.'
: 'The classifier found nothing to act on in this email.' }}
Showing what the classifier extracted — the interim queue doesn't render the raw email; the full source side-by-side arrives with the ingest review screen.
Nothing to create here — {{ proposalCard.action === 'NeedsManualReview' ? 'the console can\'t show this email\'s source documents yet — handle it from the original email outside the console, then dismiss.' : 'dismiss to clear it; the customer’s questions are preserved as work, nothing lost.' }}
Select a proposal to review what the email contained.
Reports
Ask for a number in the command box (⌘K) — e.g. “what's our DSO”, “who owes us”, “which lanes lost money”. This page is the full list for when you don't yet know what to ask.
{{ g.label }}
Reached in context (per-shipment / per-customer drills & setup reference — not standalone reports)
{{ c.endpoint }}— {{ c.reason }}
Exists but not yet reachable (named, not hidden — a surface is owed)
{{ c.endpoint }}— {{ c.reason }}
The books
{{ selfApproved.count }} invoice{{ selfApproved.count === 1 ? '' : 's' }} self-approved this period — approved by their own preparer (no second checker).
{{ refusalSentence('ledger.read', 'the books') }}
Chart of accounts not seeded — nothing posts to the ledger.
FX rates need attention —
{{ f.from }}→{{ f.to }}
{{ f.freshness === 'Missing' ? 'missing' : 'stale (' + f.ageDays + 'd)' }},
Exchange rates
The recorded rates could not be read - that is a failed read, not "no rates".
Needs a rate:
{{ f.from }} → {{ f.to }} ({{ f.freshness === 'Missing' ? 'missing' : 'stale ' + f.ageDays + ' days' }})
Every currency on an open invoice has a current rate.
Recording a rate needs {{ rolePhrase('fx.rate.manage') }}.
| Pair | Rate | Effective | Source | Recorded |
|---|---|---|---|---|
| {{ r.fromCurrency }} → {{ r.toCurrency }} | {{ r.rate }} | {{ r.effectiveDate }} | {{ r.source }} - {{ r.sourceNote }} no source recorded | {{ r.recordedBy ? r.recordedBy + ', ' : '' }}{{ fmtWhen(r.recordedAt) }} |
No exchange rates are recorded yet.
Credit-note readiness could not be loaded - that is a failed read, not a healthy ledger.
Credit notes reconcile to each invoice's credited total.
{{ creditNoteReadiness.gaps.length }} credit-note gap(s):
- {{ g.invoiceNumber || g.invoiceId }} - {{ g.detail }}
| Account | Debits | Credits | Balance |
|---|---|---|---|
| {{ r.accountCode }} {{ r.accountName }} | {{ money(r.debits, trialBalance.currency) }} | {{ money(r.credits, trialBalance.currency) }} | {{ money(r.balance, trialBalance.currency) }} |
| Out of balance by | {{ money(trialBalance.outOfBalanceBy, trialBalance.currency) }} | ||
| Revenue | |
|---|---|
| {{ l.accountName }} | {{ money(l.amount, income.currency) }} |
| Expenses | |
| {{ l.accountName }} | {{ money(l.amount, income.currency) }} |
| Net profit | {{ money(income.netProfit, income.currency) }} ({{ income.netMarginPct }}%) |
| Assets | |
|---|---|
| {{ l.accountName }} | {{ money(l.amount, balance.currency) }} |
| Liabilities | |
| {{ l.accountName }} | {{ money(l.amount, balance.currency) }} |
| Retained earnings | {{ money(balance.retainedEarnings, balance.currency) }} |
| Balances | {{ balance.balances ? 'yes' : 'NO — ' + money(balance.outOfBalanceBy, balance.currency) }} |
| Bucket | Open ({{ aging.currency }}) |
|---|---|
| {{ bucket }} | {{ money(amt, aging.currency) }} |
| Total exposure | {{ money(agingTotal, aging.currency) }} |
| {{ aging.excludedInvoices }} invoice(s) not included — no FX rate: {{ aging.exclusions.join('; ') }} | |
| Position ({{ workingCapital.currency }}) | |
|---|---|
| Receivables (owed to us) | {{ money(workingCapital.receivableTotal, workingCapital.currency) }} |
| Payables (we owe) | −{{ money(workingCapital.payableTotal, workingCapital.currency) }} |
| Net position | {{ money(workingCapital.netPosition, workingCapital.currency) }} |
| Net excludes {{ workingCapital.excludedInvoices }} invoice(s) with no FX rate — the true position is not fully captured: {{ workingCapital.exclusions.join('; ') }} | |
| Movement | |
|---|---|
| {{ l.description }} {{ l.activity }} | {{ money(l.amount, cashFlow.currency) }} |
| Opening cash | {{ money(cashFlow.openingCash, cashFlow.currency) }} |
| Closing cash | {{ money(cashFlow.closingCash, cashFlow.currency) }} |
| Unclassified: {{ cashFlow.unclassified.join('; ') }} | |
Accounting periods
{{ periodsError }}
| Period | Status | Closed by | |
|---|---|---|---|
| {{ p.period }} | {{ p.status }} | {{ p.closedBy }} · {{ p.closedAt }} — {{ p.closeNote }} — | {{ reopenRefusal[p.year + '-' + p.month] }} |
Close {{ closeConfirm.period.period }}?
Checking what this would freeze…
{{ closeConfirm.unposted.count }} document(s) dated in {{ closeConfirm.period.period }} haven't reached the ledger — posting them first keeps them in the month they belong to:
Close {{ closeConfirm.earlierOpen.period }} first — an earlier month can't stay open under a closed one.
Freeze {{ closeConfirm.period.period }}: no further entries can be posted to it. Nothing dated in it is unposted, and earlier months are closed.
{{ closeConfirm.error }}
Pending approvals
{{ awaitingError }}
Showing {{ (awaiting.familiesAggregated || []).length }} of {{ (awaiting.familiesAggregated || []).length + awaiting.uncoveredSubstrates.length }} approval types — {{ awaiting.uncoveredSubstrates.length }} not yet in this inbox:
{{ u.reason || u.substrate }};
{{ it.family }}
{{ it.summary }}
· prepared by {{ it.proposedByActorType === 'Agent' ? ('agent ' + (it.proposedByActorId || '')) : (it.proposedByActorType === 'System' ? 'the system' : it.preparedByUserId) }}
Open to approve →
{{ approvalRoute(it).note }} ({{ it.approvePath }})
{{ it.notActionableReason || "you don't approve this" }}
Nothing is waiting for you — you hold no approval permission.
Nothing is awaiting your approval right now.
Not yours to approve: {{ awaiting.familiesNotYours.join(', ') }}.
Analytics
{{ refusalSentence('analytics.read', 'analytics') }}
Quote win rate
{{ pct(quoteWinLoss && quoteWinLoss.winRatePct) }}
{{ quoteWinLoss.accepted }}/{{ quoteWinLoss.accepted + quoteWinLoss.declined }} decided
On-time delivery
{{ pct(deliveryPerf && deliveryPerf.onTimePct) }}
{{ deliveryPerf.onTime }}/{{ deliveryPerf.measured }} measured
Carriers — on-time vs what we are on the hook for
| Carrier | Legs | On time | Committed |
|---|---|---|---|
| {{ c.carrierName }} | {{ c.legsCompleted }} | no basis {{ c.onTimePct }}% | {{ money(c.committedCost, carriersCurrency) }} |
No completed legs yet.
Lanes — where the money is made
| Lane | Shipments | Margin | % |
|---|---|---|---|
| {{ l.shipments }} | {{ money(l.margin, lanesCurrency) }} | {{ l.marginPct === null ? '—' : l.marginPct + '%' }} |
No billable shipments yet.
{{ lanesExcluded }} shipment(s) excluded — no FX rate.
Screening
What is loaded
Checking what is loaded...
Couldn't confirm what is loaded - that is a failed check, not "nothing loaded".
No Official sanctions list is loaded - shipments will show Not screened and can never show Clear until one is.
{{ screeningReadiness.detail }}
An Official sanctions list is loaded.
{{ screeningReadiness.currencyDetail || '' }}
{{ screeningReadiness.integrityDetail }}
{{ screeningReadiness.entryCount }} entr{{ screeningReadiness.entryCount === 1 ? 'y' : 'ies' }} on file across {{ screeningReadiness.lists.length }} list{{ screeningReadiness.lists.length === 1 ? '' : 's' }}:
- {{ l }} - {{ screeningReadiness.perListFreshness[l] }}
Load a list
Denied-party list — required before any screening can assert 'clear'
⚠ A publication date can't be in the future — it would lock this list from ever being refreshed.
⛔ An Official declaration is serious and near-permanent. Ordinary users — your Owner included —
cannot change or remove it. Correcting a mistaken Official listing requires a separate privileged
authority (sanctions-correction) plus a recorded reason, and is audited. Declare Official only for
a genuine sanctions listing.
⚠ This Official list has no publication date, so its currency can't be judged — the corpus will read
Unknown, not Clear-capable. While it does, a party that would otherwise screen Clear against this corpus
reads Not screened instead — the gate will not call anything Clear on a corpus whose currency it can't
judge (a real hit is still shown). To make it Clear-capable, add the publication date above.
Loading a denied-party list requires screening authority.
Re-screen the book
Re-screen the in-flight book — after loading an updated denied-party list, re-check every in-flight booking against it
Re-screens ALL in-flight bookings against the current denied-party list. A booking cleared before may
raise a new hit — a prior clearance can be superseded. This does not re-price or raise credit holds.
{{ reScreenSweep.result.shipmentsScreened }} re-screened ·
{{ reScreenSweep.result.shipmentsWithHits }} now hit
· {{ reScreenSweep.result.shipmentsNotScreened }} could not be screened (a blank name, or no list that can vouch for a clear - not a match)
— none newly hit (a measured clear).
— no match found, but this is not a clear: the shipments above could not be screened.
· {{ reScreenSweep.result.staleListExceptionsRewritten }} raw-document exception(s) updated: a list is loaded now, but the document text is not kept - re-submit the document to screen it.
{{ reScreenSweep.error }}
Re-screening the book requires screening authority.
Hits to review
A possible match on a shipment's party raises a review in the Work queue, where it is adjudicated or left to hold the shipment.
Entries on file
Declare each row's provenance. TenantPrivate = your own list — reversible, tenant-removable. Official = a genuine sanctions listing — permanent, one-way, and the tenant can no longer remove it (only a privileged sanctions-correction authority can, audited).
No denied parties loaded.
| Name | List | Source | Declare source |
|---|---|---|---|
| {{ d.name }} · {{ d.country }} | {{ d.listName }} | {{ d.source }} · stored source not recognised; still screens, never Official · {{ d.sourceDeclaredBy }} | Official — locked (privileged correction only) ⛔ Correcting an Official sanctions entry breaks a permanent, one-way lock and is recorded (who, when, why). Do this only for a genuinely wrongly-created entry — it unblocks a real customer. ⛔ An Official declaration is permanent and one-way. Ordinary users — your Owner included — cannot re-declare or remove it; only a privileged sanctions-correction authority can, with a recorded reason, audited. Declare Official only for a genuine sanctions listing. |
Correction audit trail
Every Official → TenantPrivate correction recorded for your organisation, newest first — the complete record, not a page. Correcting an Official sanctions listing is a privileged, audited act that breaks a lock the system otherwise refuses; this is who did it, when, and why.
No corrections recorded.
| Party | List | Change | By | When | Reason |
|---|---|---|---|---|---|
| {{ c.partyName }} | {{ c.listName }} | {{ c.correctedFrom }} → {{ c.correctedTo }} | {{ c.correctedBy }} | {{ fmtWhen(c.correctedAt) }} | {{ c.reason }} |
Apply a customer receipt
Record a customer's payment; it settles their open invoices oldest-due-first, same-currency only. Any excess, or a receipt in a currency with no open invoice, is held on account — shown, never cross-applied.
No customers yet — onboard a customer first.
Apply {{ money(receiptForm.amount, (receiptForm.currency||'').toUpperCase()) }} to this customer's open {{ (receiptForm.currency||'').toUpperCase() }} invoices, oldest due first?
Nothing to apply in {{ receiptResult.currency }} — {{ money(receiptResult.unapplied, receiptResult.currency) }} held on account (no open invoice in this currency; never cross-applied).
Applied {{ money(receiptResult.applied, receiptResult.currency) }} across {{ receiptResult.allocations.length }} invoice(s), oldest due first:
| Invoice | Applied | Remaining |
|---|---|---|
| {{ a.invoiceNumber || a.invoiceId }} | {{ money(a.applied, receiptResult.currency) }} | {{ money(a.remainingBalance, receiptResult.currency) }} |
{{ money(receiptResult.unapplied, receiptResult.currency) }} on account (excess beyond open balances — a visible credit, not pushed onto an invoice).
Demurrage watch
No demurrage tariffs yet — add one below to watch free-time risk.
No demurrage tariffs yet — adding one needs {{ rolePhrase('rate.manage') }}, so free-time risk can be watched.
Free-time policy
{{ demTariff.kind }}
{{ demTariff.currency || '(currency?)' }} ·
{{ demTariff.freeDays }} free day(s) ·
; chargeable day {{ t.fromDay }}{{ t.toDay == null ? '+' : '–' + t.toDay }}: {{ money(t.perDayRate, demTariff.currency) }}/day
| Container | Free days left | Days accruing | Status |
|---|---|---|---|
| {{ r.containerNo }} | {{ r.accruing ? '—' : r.freeDaysRemaining }} | {{ r.accruing ? r.chargeableDays : '—' }} | {{ r.accruing ? 'accruing' : 'expiring soon' }} |
No containers at risk under this policy.
New demurrage / detention tariff
Per-day rates are money: choose the currency — there is no default. Tier days count chargeable days (the days after the free days): the first tier starts at day 1, tiers must not leave a gap, and a blank ‘to day’ means open-ended.
Tier {{ i + 1 }}
Customs filings due{{ customsDue.count }}
Unsubmitted filings whose statutory deadline is approaching or past — across every shipment. Overdue first. A filing also shows on its own shipment; this is the cross-shipment worklist.
No customs filings due soon or overdue.
| Shipment | Filing | Deadline |
|---|---|---|
| {{ f.filingType }} | {{ f.deadlineStatus === 'Overdue' ? 'overdue' : 'due soon' }} |
Agent invoices
Clearing or rejecting a record means a person reviewed it. It does not approve, release or block any payment. Only invoices that someone has entered for reconciliation appear here — an invoice nobody entered is not checked at all.
Reconciliation has not run: no agent invoice has been entered, so nothing has been checked. An empty list here is NOT an all-clear.
Last reconciled {{ fmtWhen(agentInvoiceStatus.lastReconciledAt) }} · {{ agentInvoiceStatus.total }} record(s) ·
{{ agentInvoiceStatus.needsReviewOpen }} still need review
— ran, and nothing is waiting for review
Enter an agent invoice
{{ (agentForm.currency || '').trim().toUpperCase() }}
{{ agentLinesSum().text }}
Our numbers as they appear on their invoice (at least one, or it cannot be matched to a shipment):
{{ agentForm.result.match.outcome === 'Matched' ? 'Matched to a shipment' : 'Not matched' }}
— {{ agentForm.result.match.reason }}
It compared the value exactly (ignoring case) with this company's shipment house bill, master bill and container numbers. A near-miss — a transposed digit, a different spacing — is not matched. Check the number against the shipment and enter it again.
Checked against: {{ agentForm.result.recon.basis === 'Agreed' ? 'agreed rate — every billed charge checked against its own stored agreement' : agentForm.result.recon.basis === 'PartiallyAgreed' ? 'agreed rates on SOME charges only — the rest NOT checked against an agreement' : agentForm.result.recon.basis === 'AggregateOnly' ? 'agreed rates, total only — individual charges NOT verified' : agentForm.result.recon.basis === 'Estimate' ? 'our estimate — not an agreed rate' : 'nothing — NOT reconciled' }}. {{ agentForm.result.recon.label }}
{{ agentForm.result.recon.label }}
- {{ l.chargeCode }} {{ l.amount }} — {{ l.label }}
{{ agentPayGateText(agentForm.result.payGate) }}
Not verified: {{ agentForm.result.unverifiedScope }}
- {{ b }}
| Agent invoice | Matched to | Billed | Our estimate | Variance | Checked against | Age | Who can work it | Recorded by | Review |
|---|---|---|---|---|---|---|---|---|---|
| {{ r.agentDocNumber || '(no number)' }} | {{ r.match.outcome === 'Matched' ? ('shipment ' + (r.match.key || '')) : ('unmatched — ' + r.match.reason) }} | {{ r.invoiceActual }} {{ r.currency }} | {{ r.recon.estimatedAmount === null || r.recon.estimatedAmount === undefined ? '—' : (r.recon.estimatedAmount + ' ' + r.currency) }} | — {{ r.recon.variance > 0 ? '+' : '' }}{{ r.recon.variance }} ({{ r.recon.variancePct > 0 ? '+' : '' }}{{ r.recon.variancePct }}%) |
{{ r.recon.basis === 'Agreed' ? 'agreed rate — every billed charge checked against its own stored agreement' : r.recon.basis === 'PartiallyAgreed' ? 'agreed rates on SOME charges only — the rest NOT checked against an agreement' : r.recon.basis === 'AggregateOnly' ? 'agreed rates, total only — individual charges NOT verified' : r.recon.basis === 'Estimate' ? 'our estimate — not an agreed rate' : 'nothing — NOT reconciled' }}
{{ r.recon.label }}
|
{{ r.queue.ageDays }}d — over {{ r.queue.staleAfterDays }} days — over {{ r.queue.agedAfterDays }} days — | — {{ r.queue.desk.label }} Unassigned — no desk | {{ r.recordedBy ? (r.recordedBy === (me && me.userId) ? 'you' : 'a colleague') : 'not recorded' }} |
{{ r.settlement.status === 'SettledOnRelease' ? 'Paid — settled on release (nothing was left unverified)' : (r.settlement.status === 'PaidPostPaymentReviewPending' ? 'Paid — a post-payment review is still owed' : 'Paid') }} · {{ fmtWhen(r.settlement.releasedAt) }}
{{ r.resolution === 'ClearedByHuman' ? 'Cleared by a person' : 'Rejected by a person' }} · {{ fmtWhen(r.resolvedAt) }}
You entered this one, so a second person must review it.
Waiting for a reviewer with payment approval.
|
No records to show.
Agent rates
An agreed rate is what we have agreed to pay an agent for one charge. An agent's invoice is checked against the version in force on the date the shipment was created in Tiller (the booking-date proxy). A rate is never edited or deleted: a change is a new version that replaces the old one, and invoices already checked keep the version they were checked against. These rates are internal — never shown to customers or agents.
These rates are read-only for you. Entering or replacing one needs {{ rolePhrase('agent_rate.manage') }}.
| Agent | Charge | Lane | Agreed | In effect | Version | Why | |
|---|---|---|---|---|---|---|---|
| {{ agentRateAgentName(a.counterpartyId) }} | {{ a.chargeCode }} | {{ agentRateLane(a) }} | {{ agentRateFigure(a) }} | {{ agentRateWindow(a) }} |
Current version
Replaced by a later version
replaces an earlier version
|
{{ a.reason || '—' }} entered {{ fmtWhen(a.createdAt) }} by {{ a.createdByUserId === (me && me.userId) ? 'you' : 'a colleague' }} |
No agreed rates are on file{{ agentRateFilter ? ' for this agent' : '' }}. Until one is entered, an agent's invoice can only be checked against our own estimate — and every result says so.
Replace this rate with a new version
{{ agentRateSup.summary }} — the agent, charge and lane stay the same; the old version is kept, unchanged, as history.
Enter an agreed rate
The quantity comes from OUR shipment record (weight, volume or containers) — never from the quantity on the agent's invoice. If our shipment has no recorded quantity, that charge is not checked and the result says why.
Invoice numbering
The invoice-number format each issuing unit uses — a statutory artefact. Changing a format governs invoices issued from now on; it never restates numbers already issued.
— make this tenant issuance-ready (idempotent; needed when provisioning is manual).
Provisioning mode — currently {{ me ? me.provisioningMode : '—' }}:
⚠ Switching to manual does NOT change units that are already provisioned — live numbering keeps working. But an
UNPROVISIONED unit will then REFUSE to issue a number until you provision it (use “Provision the default unit”
above), so a document could be blocked when you go to issue it. Provision before you need to issue.
No issuing unit configured yet — provision the default unit to start issuing.
| Unit | Invoice number format | Compliance | |
|---|---|---|---|
| {{ u.name }} (default) | {{ u.numberFormat }} (named default) |
{{ u.compliance.caveat }} |
Change the invoice-number format
Tokens: {PREFIX} · {YYYY} · {YY} · {MM} · {YYYYMM} · and exactly one {SEQ} or {SEQ:N}. The named default is
{{ defaultInvoiceFormat }}.⚠ This governs FUTURE invoices only. Numbers already issued KEEP their current format — the change is not retroactive, so the series becomes heterogeneous from here on, and an issued statutory number cannot be restated.
Company records
The legal entities your branches sell and invoice as. A company's name, tax registration and address can be corrected at any time; a correction applies to invoices issued from then on, and an invoice already issued keeps the seller it was issued with. The one exception is an old invoice that was issued before invoices were frozen and has not been backfilled: the record refuses a correction by name while it would restate one. The base currency stays open only until the company is in use - a branch belongs to it, or anything has been posted to the ledger.
{{ entitiesError }}
No company record yet - add the first one from Getting started.
| Code | Legal name | Tax registration | Base currency | Address | |
|---|---|---|---|---|---|
{{ en.code }} |
{{ en.legalName }} | {{ en.taxRegistrationId }}not set | {{ en.baseCurrency }}not set | {{ entityAddress(en) }} |
{{ en.legalName }} - offices under this company
{{ b.code }} {{ b.name }} ({{ b.country }})
Default
{{ officeRetireBlock(b).sentence }}
Renaming an office is recorded.
A label for this office. The company's country decides tax.
{{ officeDefaultSentence(b) }}
{{ officeCompanySentence(b) }}
Retire {{ b.code }}? {{ officeRetireSentence(b) }}
This company has no office, so no invoice can name it as the seller.
Retired offices ({{ retiredOfficesOf(en).length }})
{{ b.code }} {{ b.name }} · {{ retiredOfficeLine(b) }}
The code and the company cannot be changed afterwards.
An office is added by {{ rolePhrase('branch.manage') }}.
Offices with no company record
{{ b.code }} {{ b.name }} - no company record: invoices from its shipments cannot name a seller
Linking gives the office the company it was missing; it writes nothing about the company.
Retired offices with no company record ({{ retiredUnlinkedOffices().length }})
{{ b.code }} {{ b.name }} · {{ retiredOfficeLine(b) }}
Edit {{ entityEdit.code }} - the code cannot be changed
Tax treatment
Tax rates loaded from a file your tax adviser reviewed — never typed here. Tiller supplies no rates and does not check them; the file says who verified each one. An invoice's tax comes from the rate in force on the day it is issued.
{{ taxTreat.readError }}
{{ taxReadyLine() }}
{{ taxNoneLoadedLine() }}
{{ taxGapLine() }}
{{ taxEndedLine(g) }}
{{ taxNoCountryLine() }}
Load a reviewed tax file
The file's columns follow the template, which has headings only: template. Loaded rows can't be edited or removed — to change a rate, add a row with a later start date.
As read from the file:
{{ taxPreviewLine() }}
- {{ p.what }}. Why: {{ p.why }} Fix: {{ p.fix }}.
and {{ taxTreat.problemTotal - taxTreat.problems.length }} more not shown.
{{ taxDoneLine() }}
Tax treatments are loaded by {{ rolePhrase('tax.treatment.load') }}.
Quotes
New quote
Price a lane from the tariff and create a quote. No rate card for the lane is a named refusal, not a failure — seed a tariff (that needs {{ rolePhrase('rate.manage') }}).
No quotes yet.
| Customer | Lane | Sell | Status | Valid until | Action |
|---|---|---|---|---|---|
| {{ q.customerName }} | {{ q.originPort }} → {{ q.destinationPort }} ({{ q.mode }}) | {{ q.totalSellUsd }} {{ q.currency }} · {{ q.marginPct }}% margin | {{ q.isExpired && q.status !== 'Expired' ? q.status + ' · expired' : q.status }}
Approved {{ fmtWhen(q.approvedAt) }} by {{ q.approvedBy === (me && me.userId) ? 'you' : 'a colleague' }} — {{ q.approvalReason }} · approved by its own creator as the sole operator — a recorded exception, listed for review
Awaiting approval — a person who did not create this quote must approve it before it can be sent or accepted. {{ q.approvalPolicy }}
Accepted before the approval control existed — no approver is on record.
|
{{ fmtWhen(q.validUntil) }} |
You created this quote - approving it yourself is recorded as a sole-operator exception.
You created this quote — a different approver must approve it.
Needs approval by {{ rolePhrase('quote.approve') }}.
Approved — {{ q.status === 'Draft' ? 'sending' : 'accepting' }} is done by someone who holds quote.manage.
Expired — re-quote to send (validity lapsed {{ fmtWhen(q.validUntil) }})
Accepted — booked
Declined
|
Showing a capped page — more quotes exist than are listed here (narrow by customer/lane to see the rest).
Win rate lives in Analytics — computed over DECIDED quotes (accepted ÷ accepted+declined); an open quote is not a loss.
Payment run
The vendors to pay are not shown — the payment run is shown to {{ rolePhrase('ledger.read') }}. Payments already prepared and awaiting release are listed below.
Nothing to pay — no vendor is net-payable.
| Vendor | Payable | Less AR | Net to pay |
|---|---|---|---|
| {{ vendorName(v.vendorId) }} | {{ money(v.payable, paymentRun.currency) }} | {{ v.receivable > 0 ? '−' + money(v.receivable, paymentRun.currency) : '—' }} | {{ money(v.netPayable, paymentRun.currency) }} |
| Total to pay ({{ paymentRun.currency }}) | {{ money(paymentRun.totalNetPayable, paymentRun.currency) }} | ||
{{ paymentRun.incompleteVendors }} vendor(s) with an untranslatable balance — net may differ.
Prepare a payment
Prepared — nothing is paid yet; a different approver must release it.
Payments awaiting release
Nothing prepared — no payment is awaiting release.
{{ vendorName(i.vendorId) }} · {{ money(i.amount, i.currency) }}
Prepared — awaiting release; nothing is out yet.
Prepared by {{ i.preparedBy === (me && me.userId) ? 'you' : ('user ' + (i.preparedBy || '').slice(0,8)) }}
Payable, but NOT checked charge by charge — what was not verified:
{{ u.agentDocNumber || '(no agent document number)' }} · {{ u.amount }} {{ u.currency }} — {{ u.scope }}
The approver who releases this payment must acknowledge each of these.
Tick each record to acknowledge it, then release. Releasing is refused until every one listed is acknowledged.
You prepared this payment — releasing it will be recorded as self-approved.
You prepared this payment — a different approver must release it (segregation of duties).
awaiting a payment approver
{{ partyScreeningNotice }}
Parties
Show:
{{ retiredParties.error }}
Retired parties - showing {{ retiredParties.shown }} of {{ retiredParties.total }}, most recently retired first.
A retired party is hidden from booking and search until restored. Retired parties are permanently removed after {{ retiredParties.purgedAfterDays }} days.
{{ retiredParties.total == null ? 'The retired parties could not be loaded.' : 'No retired parties. A party you retire appears here, and stays here after a reload.' }}
✓ {{ i.legalName }} restored
{{ i.legalName }}
{{ i.isCustomer ? 'Customer' : 'Vendor only' }}
retired {{ fmtWhen(i.retiredAt) }} by {{ i.retiredBy }} - retired by: not recorded · restorable until {{ fmtWhen(i.restorableUntil) }}
{{ partyAnnouncement }}
No parties yet. The + New party button adds one.
No party matches "{{ partySearch }}".
| Name | Role | City | Credit | Documents |
|---|---|---|---|---|
| ✓ {{ row.t.text }} | ||||
|
aka {{ row.p.aliases.join(', ') }} |
{{ row.p.isCustomer ? 'Customer' : 'Vendor only' }} | {{ (row.p.address && row.p.address.city) || '—' }} | {{ row.p.creditStatus }} | Document-readyName only |
New party
A party with this name already exists:
{{ m.legalName }}
Adding another with the same name is allowed - you will be asked to confirm.
Similar existing names:
{{ partyDuplicateOffer.message }}
Existing: {{ partyDuplicateOffer.existing.legalName }}
Adding a party requires an administrator.
{{ newParty.id ? 'Editing ' + (newParty.legalName || recordParty.legalName) : recordParty.legalName }} · {{ recordParty.isCustomer ? 'Customer' : 'Vendor only' }}
Editing {{ newParty.legalName || 'party' }} — Save applies your changes.
{{ partyDuplicateOffer.message }}
Existing: {{ partyDuplicateOffer.existing.legalName }}
Adding a party requires an administrator.
{{ p.legalName }}
{{ p.creditStatus }}
{{ p.isCustomer ? 'Customer' : 'Vendor only' }}
Document-ready
Name only — add address before issuing documents
aka {{ p.aliases.join(', ') }}
limit {{ money(p.creditLimit, p.creditLimitCurrency) }} {{ p.creditLimitCurrency }}
No credit limit set — its shipments are blocked at release until a limit is set (or a credit override is approved).
{{ [p.address.addressLine1, p.address.addressLine2, p.address.city, p.address.state, p.address.postalCode, p.address.country].filter(Boolean).join(', ') }}
{{ [p.contact.contactName, p.contact.email, p.contact.phone].filter(Boolean).join(' · ') }}
Address checks
{{ v.addressNormalised }} - confirmed by phone via {{ v.contactName || 'a contact' }}, {{ v.contactValue }} - by {{ v.verifiedBy === (me && me.userId) ? 'you' : 'a colleague' }}, {{ String(v.verifiedAt).slice(0, 10) }} - the only approver, so the phone check stood in for a second person - ended by a bounce on {{ String(v.endedByBounceAt).slice(0, 10) }}
Default Incoterm
{{ p.incotermDefault.value }}
Not recorded — {{ p.incotermDefault.meaning }}
· {{ p.incotermDefault.state === 'Established' ? 'set' : 'cleared' }} {{ fmtWhen(p.incotermDefault.changedAt) }} by user {{ String(p.incotermDefault.changedByUserId).slice(0, 8) }}
Ok with no limit still blocks release - set a limit too (0 means no credit extended).
Loading…
You don't have permission to read the ledger, so this party's statement and net position can't be shown.
Statement
{{ partyDetailError }}
No open receivables.
| Due | Bucket | Balance |
|---|---|---|
| {{ (l.dueDate || '').slice(0, 10) }} | {{ l.bucket }} | {{ money(l.balanceInReporting, partyStatement.currency) }} {{ money(l.balance, l.sourceCurrency) }} (no FX rate → not in total) |
Total: {{ money(partyStatement.totalExposure, partyStatement.currency) }}
⚠ This total is INCOMPLETE — {{ partyStatement.exclusions.length }} invoice(s) had no FX rate to {{ partyStatement.currency }} and are NOT included (shown above in their own currency):
- {{ e }}
Net position
Receivable (they owe us): {{ money(partyNet.receivable, partyNet.currency) }}
Payable (we owe them): {{ money(partyNet.payable, partyNet.currency) }}
Net: {{ money(partyNet.net, partyNet.currency) }} ({{ partyNet.net >= 0 ? 'they owe us' : 'we owe them' }})
⚠ This net is INCOMPLETE — an invoice on one side had no FX rate, so it is omitted and the net may be off in EITHER direction:
- {{ e }}
Places
No places yet. The + New place button adds one.
No place matches "{{ placeSearch }}".
| Code | Name | Aliases |
|---|---|---|
| {{ l.code }} | {{ l.name }} | {{ (l.aliases || []).join(', ') || '—' }} |
New place
The short code a shipment's origin or destination is matched on, for example a UN/LOCODE such as MYPKG. It must be unique.
Adding a place requires an administrator.
Consolidations
Create a consolidation
{{ consolsListError }}
No consolidations yet{{ can('shipment.edit') ? ' — create one above.' : '.' }}
Showing a capped page — more consolidations may exist than are listed.
{{ c.reference }} {{ c.mode }} {{ c.direction }}
{{ consol.reference }} {{ consol.mode }} {{ consol.level }}
{{ consol.masterConsigneeGap }}
{{ consol.houseCount }} house(s) · {{ consol.consolidatedCargo.pieces }} pcs · {{ consol.consolidatedCargo.weightKg }} kg
Consol P&L ({{ consolPnl.currency }}) —
revenue {{ consolPnl.revenue }} · cost {{ consolPnl.cost }} · margin {{ consolPnl.margin }}
incomplete — no FX for {{ (consolPnl.missingRates || []).join(', ') || 'some charges' }}
Houses
No houses attached yet.
{{ h.reference }} {{ h.status }}
Confirming a Draft house's booking needs {{ rolePhrase('shipment.advance') }}.
P&L by member ({{ consolBreakdown.currency }})
{{ l.reference }} ({{ l.role }}): revenue {{ l.revenue }} · cost {{ l.cost }} · margin {{ l.margin }}
Total margin {{ consolBreakdown.margin }} {{ consolBreakdown.currency }} ({{ consolBreakdown.marginPct }}%) · {{ consolBreakdown.includedShipments }} included
{{ consolBreakdown.excludedShipments }} excluded, not summed: {{ x }};
Co-load cost allocation
Can't allocate: {{ consolAllocation.reason }}
Master net cost {{ consolAllocation.masterNetCost }} {{ consolAllocation.currency }} over {{ consolAllocation.totalChargeableKg }} kg
{{ h.reference }}: {{ h.chargeableKg }} kg → allocated {{ h.allocatedMasterCost }} · fully-costed margin {{ h.fullyCostedMargin == null ? '— (no FX)' : h.fullyCostedMargin }}
{{ x }};
Record break-bulk at destination (CONSOL_CLOSED) for {{ consol.reference }}?
{{ consolMsg }}
EDI inbox
Paste an inbound EDIFACT IFTMIN (a partner's booking) or an X12 214 (a carrier status).
Booked {{ edi.report.booking.reference }} (partner ref {{ edi.report.booking.partnerRef }}) — {{ edi.report.points.length }} point(s) to check on the new draft
-
{{ p.text }}{{ p.next }}
{{ l.headline }}
{{ l.counts }}
- NOT processed: {{ u }}
- {{ w.lost ? 'Possible lost milestone: ' : '' }}{{ w.text }}
A review task was raised for this refusal.
Stock on hand
No stock on hand — register an item or receive goods.
| SKU | Owner | UoM | On hand | |
|---|---|---|---|---|
| {{ s.sku }} | {{ vendorName(s.ownerPartyId) }} | {{ s.uom }} | {{ s.onHand }} | low stock |
{{ item.sku }} — {{ item.description }}
On hand {{ item.onHand }} {{ item.uom }}
· Available (ATP) {{ availability ? availability.available : '…' }}
at/below reorder point
On hand by bin
| Bin | On hand |
|---|---|
| {{ (b.binLocationId || '').slice(0,8) }} | {{ b.onHand }} |
Movement ledger
No movements yet.
| When | Type | Qty | Ref | Note |
|---|---|---|---|---|
| {{ (m.occurredAt || '').slice(0,10) }} | {{ m.type }} | {{ m.quantity }} | {{ m.reference || '—' }} | {{ m.note || '—' }} |
Goods receipt orders
Ladder: Open → Received → PutAway (posts +) → Completed.
No goods-receipt orders.
| Ref | Item | Qty | Status | |
|---|---|---|---|---|
| {{ o.reference || o.id.slice(0,8) }} | {{ o.itemId.slice(0,8) }} | {{ o.quantity }} | {{ o.status }} · posted |
Goods issue orders
Ladder: Open → Picked → Packed → Issued / PGI (posts −, no-oversell) → Completed.
No goods-issue orders.
| Ref | Item | Qty | Status | Booking | |
|---|---|---|---|---|---|
| {{ o.reference || o.id.slice(0,8) }} | {{ o.itemId.slice(0,8) }} | {{ o.quantity }} | {{ o.status }} · PGI posted | {{ o.shipmentId.slice(0,8) }}— |
Permissions granted to you
Your account has no role yet — ask an administrator for access. You're signed in, but you won't see or be able
to do anything here until a role is granted.
You are an external account (a customer or carrier): you see ONLY your own records — shipments and data where you are a party — not the whole tenant. The permissions below are what you're granted; your data is scoped to you, so an empty result means it is outside your scope, not that there is none.
These are the permissions granted to your account. Your actual access may be further scoped by your role and by data ownership — an external account (a customer or carrier), for example, sees only its own records. This lists what you're granted, not the exact records you can reach.
Branch scope
You hold tenant-wide branch scope (branch.all): your access spans every branch of this workspace.
Branch scope
Your access is limited to {{ (me.branches || []).length }} branch(es): shipments those branches take part in are open to you. A shipment whose participant branches are not all assigned yet is visible to all staff until they are.
Branch assignment
You are assigned to {{ (me.branches || []).length }} branch(es). This is recorded on your account; branch scoping is not yet enforced, so it does not limit your access today.
{{ b }}{{ g.title }}
- {{ p.label }} ({{ p.code }})