Search for a Template

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Booking information can be saved in exp.o Booking to make it easier to create a booking.

 

Note: There is no required information to create a template. You can enter as much or as little information as you want.

 

These fields will not be saved:

  • Dates

  • Letter of Credit Required?

  • Expeditors Quote Number

  • Requested B/L Type

  • Does this shipment contain Solid Wood Packing Materials?

  • Materials are treated and marked as per ISPM #15

 

Documents that you select will be included.

 

Uploaded documents will not be saved in your template.

 

 

To search for a template:

 

1    Click Booking Templates from the top navigation. The Templates page appears. Enter the Template Name and click Search. The search results will return all results that contain your search criteria.

 

Tip: The drop-down list of search options allow you to modify your search criteria.

  • Contains - The search will return results that contain your search criteria. For example, sign will return Consignee.

  • Begins with - The search will return results that have your search criteria in the beginning. For example, con will return Consignee.

  • Exact - The search will return results that match your search criteria exactly.

 

Figure 1: Templates Page

 

2    You can create a booking from a template in the search results by clicking Book in the template's row. To edit the template, click the template's name under the Template column.

 

 

 

 

 

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