Manage Booking Templates

Booking templates allow you to create new booking requests more efficiently. In addition, you can elect to share your templates with other company users.

Manage Booking Templates allows you to create, modify, share, or delete booking templates.

Create New Booking Template

Tip: Before saving the booking template, you may elect to display the booking template in your favorite template list. You may also elect to share the booking template with company users.

Create Booking Template from existing Booking Template

You may create a booking template based upon your own template, a shared company template, or a shared associate company template if your associate has elected to share booking templates with your company through the Relationship Manager.

From My CargoSmart Center:

To retrieve one of your booking templates:

Tip: Before saving the booking template, you may elect to share the booking template with company users.

Tip: Associate company's templates are only available if the Administrator of an associate company has granted sharing rights to your company on one or more booking templates.

Create Booking Template from Previous Shipment

You may create a booking template based upon existing shipment records within CargoSmart.

Tips: You can create only booking templates from shipments that have cargo nature as general or reefer cargo.

Before saving the booking template, you may elect to display the booking template in your favorite template list. You may also elect to share the booking template with company users.

Modify Booking Template

Tips: CargoSmart only enables you to replace a modified booking template that you originally created. To modify and save a booking template created by another user, rename and save it as your own template.

If you modify and replace a shared booking template that you originally created, CargoSmart will automatically replace it in My Company Templates and Associate Company's Templates lists.

If you enter a new name, you will save a new template and your original template will remain unchanged.

Delete Booking Template

Tips: Select Refresh on Booking Request Templates to see the refreshed template list after you add, delete or modify booking templates.

CargoSmart only allows you to delete a booking template from My Templates. You may not delete a booking template created by another user.

If you delete a shared booking template from My Templates, CargoSmart will automatically remove it from My Company Templates and Associate Company's Templates lists.

Display in Favorite Templates

Share Booking Templates with Company Users

Tip: To share a template with associates it must first be shared with your company.

Submit Booking from Template

To submit a booking request from a booking template, you need to retrieve a booking template via one of the methods below:

From My CargoSmart Center:

To retrieve a booking template you have marked as your favorite:

Tip: Associate company's templates are only available if the Administrator of an associate company has granted sharing rights to your company on one or more booking templates..

Arrangements with a carrier, often a steamship or airline, for the acceptance and carriage of passengers or freight.

To remove or erase. For example, deleting a character means removing it from a file or erasing it from the display screen. Deleting a file means erasing it from a disk. Note that, unlike cutting, deleting does not necessarily place the removed object in a buffer from where it can be recovered.

To open a window or launch a command that allows new information to be included or appended.

Normally this term is used as button or command. It means to launch and action, submit a request, or post form data.

Any individual, company, or corporation engaged in transporting goods.

A formatted document containing blank fields that users can fill in with data. The form appears on the user's display screen and the user fills it in by selecting options with a pointing device or typing in text from the computer keyboard. The data is then sent directly to a forms processing application, which enters the information into a database.

Normally this term is used as a button or command. Meaning to launch an application, service, or dialog window.

To overwrite existing saved information.

A UI control that allows you to navigate to different documents or forms or parts of long forms. Primarily used for importing data into a form that is too long or complex to fit clearly a single page or dialog.

To display a sample of data, a form, or representation of formatted content.

A CargoSmart User (CargoSmart User Account) with Administrator only permissions. This user manages the relationship between the company and the CargoSmart system by managing the company's general user accounts and the company's subscriptions to various CargoSmart products and services.

One or more packages being transported in one or more containers.

Additional information related to or conceptually associated to the selected item.

Links to additional help documentation that relates to the context of the current dialog or form.

Refrigerated container. For some carriers' reefers, power for this plant needs to be provided from an external source. See also Generator set and Pre-trip inspection (PTI).

To open a window or launch a command that allows information to be deleted.

To post or upload form data.

To perform some useful operations on data.

To dismiss or dispose of the selected window.

To create a hard copy and/or view a printable copy of the selected document.

(a) The price paid to the carrier for the transportation of goods or merchandise by sea from one place to another. (b) Freight is also used to denote goods which are in the process of being transported from one place to another.

Something written or printed, to be used as a record or in evidence.

Words, sentences, paragraphs. This book, for example, consists of text. Text processing refers to the ability to manipulate words, lines, and pages. Typically, the term text refers to text stored as ASCII codes (that is, without any formatting). Objects that are not text include graphics, numbers (if they're not stored as ASCII characters), and program code.

An example of how data should be entered or will be displayed.

A CargoSmart User (CargoSmart User Account) with no administrative permissions.

An ISO standard reusable metal unit in which merchandise is packed and shipped by vessel, truck, or rail. See: Container type, for further information.

A procedure of checking the ability of a reefer to maintain temperature control. The inspection normally focuses on the operation of the refrigeration and heating equipment, as well as the physical condition of the refrigeration plant and the insulated container shell. Such inspections are normally performed prior to each loading of a reefer.

Normally this term is used as button or command. It means to enable a feature or authorize a consistent action. For example, you may set a sorting option or set a filter.