Creating a Shipment from a Template

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Why would I create a shipment from a shipment template?

The new shipment is very similar to a template that exists with all required shipment details pre-populated and to save time when entering in a new shipment.

Before Getting Started

  • You belong to a company that has access to at least one policy with a status of Confirmed.
  • You are assigned the Create Shipment security right.
  • You belong to a company that has access to at least one shipment template.

Steps

  1. Click Shipments in the main menu.
  2. In the Shipment Search Criteria panel, for the Type of Shipment field, check the Template option.
  3. Optionally check Created by Me if you wish to search for only the templates you created.
  4. Click Search. The system returns the Shipment Search Results.

  5. Click the Use Template hyperlink for the shipment template you wish to use. The system displays the Shipment screen, populated with the selected template’s data.

    Some columns have been hidden.

  6. Specify the Date of Departure.
  7. Modify any other shipment values if required.
  8. Click Verify Coverage. The system compares the shipment details entered to the related policy.

Result

The shipment is insurable and the system displays the insuring conditions along with any generated premiums, taxes and fees, depending on your security rights and whether the related policy is rated.

The system then locks the shipment details displaying all values as read-only and you can then either Book the shipment, Print a draft certificate, or Edit the shipment if you wish to modify any details before booking it.

Or the shipment generates a referral and the system displays one or more referral reasons. The system locks the shipment details displaying all values as read-only and you can then either:

  • Submit the referral so it can be reviewed and approved by an insurance representative or,
  • Edit the shipment if you wish to modify any shipment details and verify coverage again.

Copy Shipment vs. Shipment Template vs. Save Incomplete Shipment

There are many circumstances where it is necessary to create multiple shipments with similar information. For example, it may be a regular shipment that occurs once a month, or a large consignment that is divided into several shipments. To avoid having to enter the same shipment details multiple times, new shipments may be booked as copies of one shipment or from a template.

If a shipment needs to be duplicated, but will not be needed again, then copying may be the more efficient solution. One complete shipment is created and booked, then copied. You can modify each copy as necessary and then book the new shipment.

A template is created once, and then saved in the system. It can then be used to create each shipment. This is intended to be kept and reused, so it is very suitable for recurring shipments.

Save an incomplete shipment when you are creating a shipment but you are missing some information or do not have time to complete the booking. Saving an incomplete shipment allows you to save your work in progress. Incomplete shipments do not require any required data be completed except for the shipment’s Primary Assured.