Transcription of Magaya Cargo System User Manual
1 Guide to:ShipmentsReceiving CargoPickup OrdersBookingsQuotationsand moreMagaya Cargo System user ManualPart I: OperationsLogistics Software Solutions1 Table of ContentsSection 1: Getting Started .. 7 Chapter 1: How to Use This Manual .. 9 Introduction.. 9 How this Manual is Organized .. 9 About Magaya Software .. 10 Chapter 2: Introduction to Logistics .. 11 Supply Chain Overview .. 11 Logistics Business Overview .. 12 Logistics Service Provider Operations .. 13 Creating a Quotation .. 13 Pickup Orders, Warehouse Receipts, and Delivery Orders.
2 14 Documentation .. 14 Destination Processes .. 16 Invoicing/Liquidation .. 16 Air Waybills .. 17 Sample Air Waybill .. 21 Bill of Lading .. 22 Definitions of BoL Fields .. 22 Warehouse Processes .. 25 Inventory Counting .. 27 Sales Orders and Purchase Orders .. 28 Chapter 3: Magaya Software Installation .. 29 Introduction to Installing Magaya Software .. 29 System Requirements .. 29 Software Installation Steps .. 30 Introduction to Installation .. 30 Step-by-Step Procedure for Installation .. 30 Network Installation Steps .. 31 Step-by-Step Procedure for Network Installation.
3 31 Software Components Installed .. 32 List of Software Components Installed .. 32 Uninstall Magaya Software .. 33 Update Magaya Software .. 33 Step-by-Step Procedure to Update Magaya Software .. 33 Contact Magaya Help .. 34 Chapter 4: Initial Software Configuration .. 35 Overview.. 35 Why Use the Wizards? .. 35 How to Make Changes to Information You Enter .. 36 2 How to Use the My Company Info Dialog Box .. 37 Steps for My Company Info Dialog Box .. 38 How to Use the Startup Wizard .. 39 How to Use the Accounting Wizard.
4 41 Permissions .. 42 Permissions Introduction .. 42 How to Set Permissions .. 43 Other Permissions .. 46 Add a New Employee .. 47 Chapter 5: The Magaya Explorer .. 49 Introduction to the Magaya Explorer .. 49 What Can You Do in the Magaya Explorer? .. 50 Menus and Toolbars .. 51 Top Toolbar .. 51 Main Menu .. 51 Folders and Subfolders .. 53 Introduction to Folders and Subfolders .. 53 How to Add Folders .. 53 Definitions of Folders .. 53 Working with Document and List Views .. 59 Working with the List View .. 60 Toolbars in Document and List Views.
5 62 Buttons on the Toolbars .. 62 Batch Email.. 67 The Filter Button.. 69 Advanced Filter.. 71 The Find Button .. 74 The Actions Button .. 77 Section 2: Warehousing .. 79 Chapter 6: Warehouse Receipts .. 81 Introduction to Warehouse Receipts .. 8 How to Create a Warehouse Receipt .. 81 Introduction to Creating Warehouse Receipts .. 81 Step-by-Step Procedure .. 82 Additional Details .. 92 Commodities .. 92 Introduction to Commodities Tab .. 92 Add Commodities .. 94 Add a Container .. 102 Other Options on the Commodities Tab .. 103 Charges.
6 104 Working with the Charges Tab .. 107 Events .. 1123 Introduction to Events Tab .. 112 Add an Event .. 112 Attachments .. 114 Introduction to Attachments .. 114 Add an Attachment .. 115 Add Attachment from Scanner .. 116 Notes and Internal Notes .. 122 Notes .. 122 Add Clauses to Use in Notes .. 122 Internal Notes .. 12 What Actions can I Perform with a Warehouse Receipt? .. 125 Introduction to Actions with WRs .. 125 Generate Accounting Transactions from a WR .. 125 Other Actions .. 127 Chapter 7: Set up Your Warehouse .. 129 Chapter Introduction.
7 129 Introduction to Inventory Item Definitions.. 129 How to Create an Inventory Item Definition .. 131 Step-by-Step Procedure to Create Inventory Item Definitions .. 131 Other Actions with Inventory Item Definitions .. 133 Warehouse Zones and Locations .. 135 How does Magaya Explorer use Warehouse Zone and Location Information? .. 135 How to Create Warehouse Zones .. 136 How to Create Warehouse Locations .. 139 How to Customize Package Types .. 143 Commodity Classifications .. 145 Commodity Classifications Introduction .. 145 Actions with Commodity Classification List.
8 146 Chapter 8: Pickup Orders .. 151 Introduction to Pickup Orders.. 151 How to Create a Pickup Order .. 152 Step-by-Step Procedure .. 152 What Actions can I Perform with a Pickup Order? .. 159 Actions with Pickup Orders .. 161 Generate Accounting Transactions from Pickup Orders .. 163 Chapter 9: Cargo Releases .. 165 Introduction to Cargo Releases .. 165 Create a Cargo Release .. 165 Step-by-Step Procedure .. 166 Edit a Cargo Release .. 169 What Actions can I Perform with a Cargo Release? .. 171 Generate Accounting Transactions from a Cargo Release.
9 171 Other Actions .. 172 4 Chapter 10: Working with Commodities Information .. 175 How to Create Commodities Reports .. 175 How to Find Commodities in Magaya Explorer .. 176 Using the Find Button .. 176 Using the Filter Button .. 177 Section 3: Shipping .. 179 Chapter 11: Quotations .. 181 Introduction.. 181 How to Create a Quotation .. 181 Step-by-Step Procedures .. 181 Actions You Can Perform with a Quotation .. 186 Chapter 12: Bookings .. 189 Introduction.. 189 How to Create a Quick Booking .. 189 Step-by-Step Procedure.
10 189 Actions You Can Perform with a Booking .. 195 Chapter 13: Trip Schedules .. 197 Introduction.. 197 How to Create a Trip Schedule .. 197 Step-by-Step Procedure .. 197 Actions You Can Perform from the Trip List .. 202 Chapter 14: Creating Shipments .. 205 Introduction to Shipments.. 205 Create a Straight Shipment .. 205 Create a Consolidation .. 215 Working with Shipments .. 225 Introduction to Working with Shipments .. 226 Working with the Shipment Tabs .. 227 General Tab.. 227 Routing Tab .. 231 Charges Tab .. 235 Other Tabs.
