Objective: This document provides an overview of the Groupage functionality available under the Move Management menu in Redsky.
This functionality provides the user to combine the individual shipments going to same destination into a single order. Using this functionality we can combine multiple shipments into a single shipment and can be handled together.
The groupage option is available under the Move Management menu.
The Groupage screen will look like this:
The Configuration of Groupage functionality is done at two places:
- Company level configuration.
- Account-level configuration.
The company-level and account-level configurations are the control parameters for the “Groupage” checkbox on the S/O screen. The company-level default generally dictates the account-level settings. If the Groupage default is “Yes” under the Company level, then for all the accounts for that company the “Allow Groupage” will be true by default.
The Account-level configuration parameter supersedes that of company-level, that is, if a company has an account that does not allow groupage for their service orders, even if the “Groupage Default” at the company is set to be Yes, the “Groupage” checkbox will not be checked.
The service orders will be involved in groupage only when the Groupage check box in the Weights and volume section of the Service order detail page is checked.
The above Groupage checkbox has to be checked in order for this service order to get eligible for groupage.
The check box will be checked by default if the bill to code selected in the Billing section of the service order is an “Account” type code and the “Allow groupage” is checked in the account level as shown in the configuration set up above. If not the checkbox can be checked manually if needed.
The list of service orders where the Groupage checkbox is checked will show up in the S/O list in the groupage screen as shown below:
By default the when we click on the Search button in the groupage screen, it will bring up all the records in respect of mode, preferred delivery date, destination country, etc.
If the user wants, he/ she can select the required filters in the groupage search screen and can fetch the S/O list details and the groupage order details.
There are two steps groupage in order to make the service orders into a group.
Consolidate
Finalize
The user can select multiple service orders from the S/O list and can consolidate them into a groupage order. Once the user clicks on the “Consolidate” button after selecting the service orders from the S/O list, a new groupage service order will be created along with a new groupage customer file.
Steps to consolidate the service order into a groupage order:
Select the container size.
Select the service order from the service order list that you want to consolidate into a groupage order.
Click on the “Consolidate” button.
Depending upon the service order selected, the available volume of the container will reduce depending upon the volume of the service orders selected. Once the volume exceeds, the system will throw a warning message.
The system will allow the users to consolidate the service orders with estimated volume but the system will not allow the user to finalize the service order until and unless the actual volumes are entered in the child service orders that are involved in groupage.
If the user tries to finalize the groupage order that has child service orders with estimated volume, the system will throw a warning message and will not allow the user to finalize until the actual volumes are filled up in all the child service orders. When the user clicks on the “Consolidate button”, a new groupage service order will be created as shown below:
When a groupage order is created, a line will be inserted in the SS Container tab under the Forwarding tab with the container size selected while consolidating the groupage order.
When the groupage order is consolidated, the total volume (Sum of all the volumes of the child service orders) will be updated in the Estimated gross volume filed of the weights & volume section in the service order detail page. Please refer to the screenshot below:
This volume will be getting updated whenever any changes are made to the weights and volume of the child service orders which are part of this groupage order. When the Groupage order is Consolidated, the status of the groupage order will be “Draft”. Till the groupage order is in the “Draft” state, the volume will be updated in the Estimated gross volume section of the groupage order, also the user can add more service orders to the groupage order or can remove any service orders from the groupage order if needed.
Steps to Finalize the groupage order:
Once the user has updated the actual volumes for all the child service orders, the groupage order can be finalized. The user can select the groupage order from the groupage search screen and can click on the Finalize button in order to finalize the groupage order.
Once the user clicks on the “Finalize” button, the groupage order will be finalized.
Users can also select the POE and POL for the groupage order while Finalizing (Note: This can also be selected at the time of consolidation). Once the groupage order is finalized, a line under the Forwarding -- > SS Container and Forwarding ---> Routing will be created even in the Child service orders.
Once the groupage order is finalized then:
- It is not possible to add any new service order into that groupage order nor you can remove any service orders from that groupage order.
- The total volume of all the child service orders will be updated in the “Actual gross volume field of the child service orders.
- Whenever the user updates the information in the SS Container and Routing, the information will be updated even in the child service orders.
Accounting Synchronization:
Once the groupage order is finalized, the account line synchronization will be enabled. When the account lines are created in the groupage order, the same lines will be inserted in the accounting section of the child service orders and even the total amount of the groupage order will be distributed among the child service orders depending upon the volume of each child service orders.
After entering the information in the account line of the Groupage order, when the user clicks on the “Distribute Groupage Cost” button, the total amount of the groupage order will be distributed among the child service orders according to the volume of each child service order and a line will be inserted automatically in each child service orders.