Domestic Booking

Domestic bookings are bookings that have their origin and destination locations in the same country.

To create a domestic booking:

• Click Domestic from the Create Booking section on the Home page. Or select a template with the booking type Domestic.

Click a section on the image below to jump to the help text below:

Figure 1: Create a Booking - Domestic Booking Type - Click a section to jump to the help text below

A. Parties

Figure 2: Parties - Domestic Booking Type

Use the drop-down list to select a company from your address book for the role. You can use the filter to quickly find the company you are looking for. As you type, the list of companies will automatically be filtered. Click the company name to edit any of the fields.

If the company is not listed, you can click New and the Add New Company window will appear. Fill in the information and then click Update. If you want to save the company to your address book, select the Save to Address Book check box and enter an Address Name to add the address to the address book.

When selecting a company, Your Favorites are listed first, then the companies Created By You and finally Shared By Team companies were created by a user in your company.

Click the Add icon () to add a list of emails using the Add Email pop-up window.

The Add Email pop-up window gives you one location to add email addresses of people that you want to details about the booking. You can opt to have the document links included in the email or not. You can toggle this by clicking the green check (document links will be included) or red x (they will still get details about the booking, but document links will not be included) to the right of the email address. To add additional email addresses, click the Add icon to the left of the email address and a new row will appear. Click Add to add the email addresses to the booking.

Figure 3: Add Emails Pop-up Window

Select email addresses and click the:

• Edit icon () to edit the email addresses selected.

• Delete icon () to delete the email addresses selected.

• Arrows to move email addresses from the With Document Links to the Without Document Links or back.

The Ultimate Consignee Type should be selected if the shipment is subject to EEI (Electronic Export Information).

Figure 4: Ultimate Consignee Type

B. Shipment Information

Figure 5: Shipment Information - Domestic Booking Type

For the Expeditors Origin Office and Destination Port, click the search button () to search for an Expeditors branch or enter the three letter branch code.

Select the Shipment Type from the drop-down list. If you select Intermodal or Full Truck Load (FTL), additional fields will appear, allowing you to select the Truck Type and enter a Seal Number if available.

For Services Requested, select the radio button next to the level of service you want. For the Delivered By service option, a calendar and time (24-Hour format) field will appear.

The Handling Instructions drop-down list allows you to select additional handling or service options as needed. Select the options you want.

C. Terms and Charges

Figure 6: Terms and Charges - Domestic Booking Type

Select Yes or No for whether or not a letter of credit is required.

Enter the Expeditors Quote Number if there is one.

For the Freight and Other Charges, select the method of payment by selecting the radio button for Prepaid, Collect, or 3rd Party.

You must select Yes in the Insurance section to have the radio buttons for Insurance be enabled.

D. Pickup Information

Figure 7: Pickup Information - Domestic Booking Type

If Expeditors will arrange pickup (Yes):

• Enter the Ready by Date/Time and Closed by Date/Time by clicking the calendar icon () and selecting the day, month, year, and time (24 hour format).

• Select the Pickup Location from your Address Book drop-down list or click New to enter a new address.

• If you have any Pickup Instructions, you can enter up to 200 characters in the field. This will print on the Contract of Carriage (COC).

If Expeditors will not arrange pickup (No) OR

If the pickup is part of a Prearranged pickup or "Daily Stop" (Prearranged):

• Enter the Drop off Date/Time or Date/Time by clicking the calendar icon () and selecting the day, month, year, and time (24 hour format).

• Optional: Select the Trucker Location from your Address Book drop-down list or click New to enter a new address.

• If you have any Pickup Instructions, you can enter up to 200 characters in the field. This will print on the Contract of Carriage (COC).

E. Freight Details

Figure 8: Freight Details - Domestic Booking Type

In the Freight Details section, enter information about the freight and packages.

If your freight is Oversized, select Yes and the Enter oversize description field will appear and be a required field.

For Is this shipment subject to International Traffic in Arms Regulations (ITAR)?, the International Traffic in Arms Regulations (ITAR) is the United States regulation (22 CFR 120-130) that controls the manufacture, sale, and distribution of defense and space-related articles and services as defined in the United States Munitions List (USML) (22 CFR, part 121). Select Yes if your shipment falls into the ITAR category.

If you want the freight to be in the Asset Recovery Program, select Yes. ARP Program Type will be entered in the ETMS LOG screen.

The information you enter about the freight will be automatically calculated and validated for the required fields in the table. When you finish entering the pieces, the totals will be automatically calculated for you. To add additional lines, click the Add line icon (). The drop-down lists next to the Weight, Outer Dimensions and Volume headers allow you to change the unit of measurement.

F. Special Instructions to Expeditors

Figure 9: Special Instructions to Expeditors - Domestic Booking Type

If there are any Special Instructions you can enter them into the field provided, up to 2000 characters.

The If unable to deliver drop-down list allows you to select how you want the shipment to be handled if it cannot be delivered for any reason. If you select Delivery to or Notify, make sure to enter the address or contact information in the Special Instructions field.

G. References

Figure 10: References - Domestic Booking Type

Enter as many references as you need. Enter the Number and then select the Type from the drop-down list and select in the For column, who the reference is for.

To add additional references, click the Add icon (). To delete a reference, click the Delete icon () or click Remove All.

To rearrange references, click and drag the reference row. The primary Shipper reference is the first reference closest to the top of the list that is For the Shipper.

H. Insurance

Figure 11: Insurance - Domestic Booking Type

To insure the shipment, select Yes and then enter the Insured Amount. The Insurance row in the Terms and Conditions section will be enabled.

I. Declared Value for Carriage

Figure 12: Declared Value for Carriage - Domestic Booking Type

If you have requested Insurance for your shipment, this section will be blank.

If you don't want to insure your shipment, you can instead Declare Value for Carriage. Select Yes for the Declare a higher value field and enter the Declared Amount.

J. Documents

Figure 13: Documents - Domestic Booking Type

The Documents section allows you to specify the document types you would like attached to the booking and also Add Items/Parts for the documents.

The Contract of Carriage (COC) is automatically generated.

To add a document to the list, select the Document Type from the drop-down list, enter a optional Description/Reference, and then click Add. If the Add button is not enabled, it means that exp.o Booking does not generate the document and you will need to upload the document instead.

For more information on adding a document, see Add a Document.

To attach/upload a document, select the Document Type from the drop-down list and enter a Description/Reference, then click Select File and select the document from your computer. Click Attach. See Upload Documents for more information.

Click Create/Edit Content to fill in the information for the document.

To delete documents from the list, click the Delete icon ().

To add items/parts for documents, click Add Items/Parts for Documents. The number in the parentheses is the number of items/parts that have been added.

The Items/Part Information page will appear. Enter the Item/Part Number and click the search icon () to search the Item Catalog for the item/part and have the fields automatically filled in.

You can also enter the item/part information in the fields provided and then click Save to Booking. To save the item/part to the Item Catalog, click the Save to Catalog button next to the Item/Part Description field.

Figure 14: Items/Part Information

K. Save as a New Template

The Save as a New Template link moves you back to the top of the booking where you can enter a Template Name and select if you want to Share the template with others in your team. Click Save Template to save the booking as a template.

Figure 15: Save as a New Template

Figure 16: Save Template