Preferences

The Preferences page allows you to manage preferences specific to the Shipment Management Centre.

This page enables the organization to have control over the application by hiding certain screens, deciding whether you can share bookings, templates and lists, specifying whether you receive reminders about bookings that have not been finalized, and others. The user who sets the preferences for the organization should be at an organization administrator level for the subscribing organization or sponsored organization, or a person with the authority to set the preferences for their organization. The preferences will apply to all of the organization's users as they work with the Shipment Management Centre.

To manage preferences:

1    Click Maintenance from the left navigation panel.

2    Click Preferences. It contains two tabs: Organization and User.

User Tab

Users that are assigned the role of User can only add and modify within the User tab. The Organization tab is 'Read Only.' These pages are self-explanatory for each of the sections present. Choose the options accordingly to set your individual user preferences.

Organization Tab

The user that is assigned the role of organization administrator has the privilege of adding and modifying the booking at both the Organization and User levels. These pages are self-explanatory for each of the sections present. Choose the options accordingly to set your organization's preferences.

A useful preference option is to have the Shipment Management Centre automatically select the nearest Expeditors' branch for the Send Booking To party based on the Shipper's address. This option currently only works for Expeditors US and Canada branches.