• Register a shipment with the + New Shipment button (top right) or Ctrl + N.
• Switch direction with the Overview / Inbound / Outbound tabs on the top left, then pick a customer to see the list.
• Click a shipment card to open its details, process checklist and notes on the right.
• Ticking a checklist step automatically records the completion date and progress.

+ New Shipment → choose Outbound under Direction to reveal the export-only fields (Incoterms & Cut-off schedule).

• Set Direction to Outbound.
• If you have a booking-confirmation PDF, drag it onto the drop area at the top — the AI auto-fills vessel, ETD/ETA, booking no. and more.
• Enter the customer and PROJECT / cargo name. required
• Fill / adjust each field using the table below, then Save.

Choose Inbound under Direction to reveal the import-only fields (item type · qty · PLT · Invoice) and the 3rd-party warehouse option.

• Set Direction to Inbound.
• If you have a booking-confirmation or packing-list PDF, drag it onto the top — the AI auto-fills project, item type, container type, quantity, PLT and Invoice No. Container type is read from how the document writes it (HC · HQ · High Cube → 40HC, RF · Reefer → 40RF); the Invoice No. is copied as printed, with an immediate warning if that number is already registered.
• Enter the customer and the fields below.
• If the cargo was temporarily stored in a warehouse after port arrival (factory full), tick Via 3rd-party warehouse.
• Save, then manage progress from the checklist in the detail view.

Click each step in the shipment's checklist to mark it done — the date and progress are recorded automatically.

The per-day delivery plan operations used to circulate in a weekly Excel, kept against the booking itself. It appears below the checklist on any outbound shipment.

• The calendar spans early gate-in → ETD with 3 days' padding either side. Days outside that span are dimmed but still accept entries.
• Enter the number of containers delivered on each day. The total must match the booking's CT QTY.
• If the total doesn't match, an over / short warning appears at the top.
• 📦 Container list: under the schedule, add one line per container / truck that left (container · seal · truck · driver · pick-up / loading / at-port dates). Copy several rows in Excel and paste them straight into a cell, or use Paste from Excel (columns matched by header). A booking with rows has its schedule calculated from the loading dates and the calendar is locked (SSTK POD: one row = one truck). Download → Container lists gives one file per product with a sheet per PJT.
• Shipping plan tab (next to Inbound · Outbound): every booking's delivery schedule gathered into trucks per day, split EPC / FLN (a column per booking, subtotals and totals; untick By booking for customer totals only). Periods: Upcoming · This week · Next week · Custom. Below it, the Cargo cut-off · SI cut-off · Early gate-in of each vessel those trucks serve, and Mail to operations copies a "Hello team — truck booking table + vessel schedule" draft. Bookings sailing in the period with an empty schedule are listed as a warning.

Record actual arrival dates on the calendar and they are written into the Free issued item list Excel automatically — no need to open the file and type them by hand.

• The calendar spans ATA → free time (demurrage expiry) with 3 days' padding either side.
• Enter the containers received on each day. Split deliveries are entered day by day.
• Every date entered is written to Excel as YYYY-MM-DD : N CT, one per line.

Attach the CIPL, packing list, booking confirmation and so on directly to the shipment, so you open them from the shipment instead of digging through a mailbox or shared folder.

• In the Documents box, choose the document type (CIPL · P/L · Booking · Other) and press Add files. Several files can go up at once.
• Click a filename to open it in a new tab.
• Remove one with ✕. Only the person who uploaded it, or an administrator, can delete it.

Use the Notes box below a shipment's details to jot down remarks, contacts, and so on.

• Export: the Download button in the header → grab all inbound/outbound/everything (ZIP), or tick only the items you want in the list. One selection downloads an Excel file; several download as a ZIP.
• Outbound produces a Vessel Booking Schedule, inbound a Free issued item list, and every file has its column widths auto-fitted to the content.
• Vessel Booking Schedule: rows run in date order, oldest first (ETD, else the cut-off dates; undated rows last) and No is renumbered from 1. The DG Approval cell is white for dangerous goods with their approval (any entry — Confirmed, Approval…) and grey for general cargo that needs none (empty) and for cancelled bookings. Cells with several bookings and long remarks wrap and their rows grow. Where the source has words instead of a date — TBD, N/A, "06-Feb => 12-Mar" — the import keeps them and the export writes them back.
• Every downloaded filename ends with the download date (_YYYYMMDD), added automatically.
• Inbound order: the sort dropdown in the download menu sets the row order in the file — project→ATA→description (default), by ATA, by description, by bill no., or keep entry order. Your choice is remembered.
• Import admin: Settings → Import data → pick a customer, then upload the inbound/outbound Excel. Shipments with a matching booking number are updated (overwritten) so no duplicates appear. It rewrites data for the whole team, so it is only visible to administrators.
• Container lists admin: Settings → Import data → Import container lists reads FLN's loading records (one sheet per PJT, one row per container / truck; several files at once). Each booking is matched by its booking number — or by PJT · item · dates when the sheet has none — and its LOADING DATE counts go on the delivery schedule, the container numbers are saved (and searchable). The preview shows every change: a schedule that already holds more than the list is kept (the list may still be incomplete), a CT QTY that differs from the row count is changed only when ticked, and bookings that could not be found or are missing from the list are listed for checking.

The Overview tab in the sidebar shows the whole picture and the trend over time.

Settings → Account access sets which operation regions (Vietnam / USA) each account can open. Shipments outside an account's regions are never sent from the database.

• Use the region checkboxes per account. The default is Vietnam only; tick USA to grant it.
• You can pre-add an email that isn't in the list yet (grant access before the account exists).
• The Delete button on each row removes an entry. An entry with no login disappears from the list; an account that still has a login reverts to the default (Vietnam only). The actual login is managed in Supabase.
• The Exam checkbox grants the Exam tab and the exam site (administrators always have it). Exam can't be given on its own — an account needs at least one operation region.
• Save changes saves and closes the screen whether or not anything changed. Your own change applies at once; others see it on their next refresh / sign-in.

The Switch CIPL button on an EPC or FLN outbound shipment builds the Commercial Invoice, Packing List and Container Packing List in one go. One booking = one Switch CIPL.

• Basic info (Invoice Date · Booking No · Vessel · POL/POD · Terms · Project · CT QTY/Type) is auto-filled from the booking. Enter the Invoice No. yourself.
• In the Items table, type Part No · Qty · Unit Price and the amount is computed (add/remove rows, up to 5 to fit the form). Enter the HS code too (up to 6 rows).
• Under SI upload, drop the forwarder's SI Excel and it reads container no · size/type · packages · weights (NW/GW) · VGM (GW+TARE) · CBM into the Container Packing List, and the CT count · GW · CBM totals flow into the Packing List (matched by header name).
• Consignee/Notify start with EPC's GreenVille (Fountain Inn) address; the Fill address buttons drop in the GreenVille or Poway block. An address you edit and the signatory are remembered for next time. If the Packing List address differs, tick the box and enter it separately.
• Export Excel downloads the 3-sheet file, named after the EPC Reference No. (_YYYYMMDD) — Draft until it is entered. The HS code (8537.10.9170) and CT Type (40FR) are filled in as fixed values. The original form is kept (merges · formulas · logo/signature), and the Container Packing List grows with the number of containers, all in one even line weight. You can keep the file on the shipment as a CIPL attachment.
• FLN works the same way. The shipment's Item picks the product, which fills in the goods description and HS code (Gen6 Cube · GSP2000 · GSP5000 · Smart Stack POD = 8507.60, Smart Stack Skid = 8537.20). CT Type follows the booking. Consignee/Notify start empty — enter them once and they are remembered for FLN separately. The field reads Reference No. instead of 'EPC Reference No.' and becomes the file name.

The Exam tab at the top leads to the logistics training exam site and shows the results. Only accounts with exam access (and administrators) see the tab.

• Start opens the exam in a new window; the account you are signed in with here is the candidate.
• Each of the 5 parts of the training book is a separate exam: 10 questions · 4 options · 20-minute limit (time left shown on screen) · pass with 8 or more correct. Questions and options are shuffled every time, and a passed part cannot be retaken. Administrators take it as practice instead: any number of retakes, with the result shown on screen only and never recorded.
• The result screen shows O/X per question and where to review in the book (the correct answers are not shown).
• My results shows pass / not passed and the number of attempts per part. Administrators also see All results (account × part) and the attempt log, and can Export Excel.
• Exam access is granted with the Exam checkbox under Settings → Account access.