Relationship Manager

You can propose relationships, and grant shipment sharing rights to third party Associates. You can also define when and what shipment information can be shared, and to whom. After relationship proposals are accepted, you will be able to share shipment information with the Associate company.

Create proposal

You can propose to grant shipment information to another company or request shipment information from another company. In both instances, a relationship is not active until the proposal recipient has accepted the terms of the proposal.

From the menu bar:

  1. Select Administration > Relationship Manager > Propose Relationship

  2. Edit each section under Step 1 company information, or select Find Associate... to select from a list of your existing associates (required information includes the direction of sharing request (grant to, request from), company name and address, and the contact person's name, phone number and e-mail address)

  3. Select Next to specify Information Sharing Step 2

  4. Edit each section of Information-Sharing: online information, shipment exception alert, milestone notification, booking templates (not available for 'request from' proposals), effective period, and relationship shipment coverage. See Share Information for more information.

  5. Select Next to open the Propose New Relationship Summary window

  6. Review the summary of the information you entered

  7. Select Previous to go back and change information

  8. Select Finish to complete the proposal

  9. Type in an e-mail message (optional)

  10. Select Send to sent the company your relationship proposal and optional e-mail text

  11. Select OK to close the window

TipNote: OOCL.com will e-mail the proposal to the associate company contact. If the associate company accepts, the relationship will become effective on the date you specified. See Propose Effective & Expiration Dates.

Find associate

From the menu bar:

  1. Select Administration > Relationship Manager > Propose Relationship

  2. Select Find Associate...

  3. Enter at least three characters of the company and/or city and country

  4. Click Find Associate

  5. Select the correct associate

Share information

You may elect to share your company information with an associate company, or request shipment information from an associate company. There are four sections under Information-Sharing that will define the proposed information sharing rights: online information, shipment exception alerts, milestone notification, and booking templates (not available for 'request from' proposals). You may also assign a relationship shipment coverage to restrict the scope of active shipments viewed online and the e-mail notifications received. Refer to Relationship Shipment Coverage for more information.

TipNote: By selecting view shipment details under Online Information Sharing, you will grant the associate company the ability to view, track, and report your company's active shipments online. You may elect to share door pickup and door delivery information. These addresses are suppressed by default. You may also grant your associate the right to create and submit Internet Shipping Instructions. You can view examples by selecting the designated link by each section.

Under Shipment Exception Alert Sharing
, you can activate exception alert e-mails by selecting from the choice of alerts under the Booking Change and Arrival Date Change. Exception alert e-mails are only generated when certain preset shipment criteria have changed (e.g, vessel ETA date change, booking status change).

Under Milestone Notification Sharing
, you may select milestone notification e-mails from a variety of menus under booking, container, and documentation/payment status menus. Milestone notification e-mails are automatically generated during the course of a normal shipment cycle when certain milestones have been reached (e.g., arrival at first port of load, empty container returned to carrier).

Under Booking Template, you can elect to share one or more booking templates from your saved company template list.

Propose effective & expiration dates

You may select the start and end date for the relationship in your proposal. If the proposal is accepted after your proposed start date, the relationship will be effective on the acceptance date.

From Propose New Relationship (Information-Sharing):

  1. Choose a specific start date, or the 'acceptance date' option (default)

  2. Choose a specific end date or the 'termination by either party' option (default)

TipNote: Before the relationship expiration date, OOCL.com will send a notification reminding parties of the expiration, in case either party wants to propose modifications to extend it. OOCL.com relationships are immediately terminated upon the request from either party, regardless of the proposal effective end dates.

Accept/Decline relationship proposal

Accept / Decline Relationship is only available to new relationship proposals waiting for acceptance.

From the menu bar:

  1. Select Administration > Relationship Manager > Manage Relationships

  2. Choose a new relationship proposal that is waiting for your acceptance

  3. Select Relationship Details

  4. Choose accept or Decline

If accepted, the relationship will become active after the proposed effective start date. If declined, it will become a rejected proposal.

Withdraw proposal

Withdraw Proposal is only available for relationship proposals that you have created but not yet accepted by your associates.

From the menu bar:

  1. Select Administration > Relationship Manager > Manage Relationships

  2. Choose a new relationship proposal that is waiting for acceptance by an associate

  3. Select Relationship Details

  4. Select Withdraw

View relationship details

Relationship Details provides you with the rights and preferences that define the associate relationship. The relationship details may have been created by you, or the Administrator of the associate company.

From the menu bar:

  1. Select Administration > Relationship Manager > Manage Relationships

  2. Choose a relationship

  3. Select Relationship Details

  4. Select Close

You may see one or more of the following types of information defined in your relationship: status, shipment relationship criteria, online information sharing, e-mail notification sharing, booking template sharing, effective period, and relationship shipment coverage.

Relationship status can be one of the following: new (proposal), active, rejected, and inactive.

Propose modification to relationship

Propose Modification to Relationship is only available to active relationships.

From the menu bar:

  1. Select Administration > Relationship Manager > Manage Relationships

  2. Choose a relationship

  3. Select Relationship Details

  4. Select Propose Modification

  5. Enter your proposed changes

  6. Select Send Proposal

An e-mail will be sent with the proposed modifications to the associate company contact. If the associate company accepts, the relationship modifications will become effective on the date you specify.

Terminate relationship

Terminate Relationship is only available to active relationships.

From the menu bar:

  1. Select Administration > Relationship Manager > Manage Relationships

  2. Choose a relationship

  3. Select Terminate Relationship

The termination will be effective immediately. An e-mail will be sent to notify the proposal parties that the proposal has been terminated.


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