Shipper Interface

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Shipper Interface

General Info

Data dictionary

General fields:

Shipper
Pick Up location
Ship To location
PO Issued by
Created by
Created on (date and time)
Pick Up Comments
Commodity Description
Cargo available

Commodity fields:

PO
- meaning:
- type/format:
- default:
- required?
- short name:
SKU
Quantity (Qty)
Item description
Number of pallets
Number of packages on pallets
Loose packages
Gross Weight
Item Value
Total value
Haz/Non-Haz
Stackable

Functionality

Add shipment

This allows user to add new shipment record with some information

User clicks Add button - see Add button #Figure 3. New Tab
It brings user to create shipment page (GenTab) - see #Figure 6. Add CT(s)- General Tab
User clicks Save button in order to save shipment information

Edit shipment

This allows user to edit shipment record information when shipment is on New Tab and pick up trucker or pick up date has not been assigned.

User selects a shipment record
User Clicks Edit button - see Edit button #Figure 3. New Tab

IF Ct#Export_Pick_Up_Trucker AND Ct#Estimated_Export_Pick_Up_Date is EMPTY THEN shipment record CAN BE EDITED! ELSE shipment record is lock for read ONLY
Message pop-up showing: This record cannot be edited because either pick up trucker or pick up date has been assigned. Please contact Jaguar Freight. [OK]

It brings user to shipment record edit page (GenTab) - see #Figure 7. Enter Info - General Tab
User clicks Save button in order to save shipment information

Delete shipment

This allows user to delete shipment when shipment is on New Tab and pick up trucker or pick up date has not been assigned.

User selects a shipment record
User clicks Delete button - see Delete button #Figure 3. New Tab

IF Ct#Export_Pick_Up_Trucker OR Ct#Estimated_Export_Pick_Up_Date is NOT EMPTY THEN shipment record CANNOT BE DELETED!
Warning pop-up message: This shipment cannot be deleted, pick-up trucker and/or Estimate pick-up date have been assigned. [OK]
ELSE Warning pop-up message: Are you sure that you would like to delete this shipment record? [Yes][No][Cancel]
- If Yes, shipment record can be deleted, shipment is removed from the records
- If No or Cancel, shipment record stays as it is

View shipment

This allows user to view the shipment record.

User selects a shipment record
User clicks View button OR double clicks on a shipment record
It brings user to read only view page - see #Figure 8. View Info - General Tab

Notifications feature

visibility

Adding new address by Shipper User

Sometimes address for Consignee(T2) and/or Export Pick-up (t4) are not available on the list for shipper user to select, shipper user would like to add a new address for a particular field.

Provide a mechanism for shipper user to add new address (Consignee(T2), Export Pick-up fields(T4))
It must prevent the redundancy new address entry that is added by shipper users (compare with an existing address in the system and be able to provide the closest address to make sure that shipper user still wants to add it)
New address must be review by a selected group of Jaguar User (eadom@jaguarfreight.com)
There must be a notification for the selected group of Jaguar User(eadom@jaguarfreight.com) to review and approve the new address request.
NOTE for Dev: Please provide your idea and let SA know before implementing it. Please discuss for ideas. (SA has a few idea, but would like to see which idea is the one that we will decide)

Password protected web based access

2 buttons for users who has visibility to create shipments and/or set approval status for shipments and view their own company's shipment
If user is only a shipper, THEN user logs on straightly to the Domestic Shipping Portal
General client user logs on straightly to CyberTrax Homepage

Systems Design and Prototype

User Profile from Non-Jaguar Users Profile

Create an account from Non-Jaguar Users Profile

User can be at least one role or up to 3 roles:
- Client
  - Select E0.Client Company - Visible the shipments that belong to E0.Client Company
- Shipper
  - Check Shipper field and select the E0. Client Company that would be created for
- External Manufacturer
  - Check External field and select PO.issued by company on dropdown list

Shipper User profile

Do a similar things as creating a client user account for part A. General Info
Set Part B. Visibility

- Visibility should be set properly
Shipper checkbox - checked
Create CT for E0. Client Company - select company that shipper would like to create a shipment (CT) for
- For example: E.A USA Domestic
- System automatically updates this field E0.Client Company on internal app as "E.A USA Domestic" when user create a shipment on shipper interface
- If there is more than one E0. client companies that shipper can create CT for, set it to blank value

Set Part C. Link to Address book

This address automatically updates Shipper field on Shipper Interface and welcome user log in message on user profile

EM user profile

Do a similar things as creating a client user account for part A. General Info
Set Part B. Visibility

- Visibility should be set properly
External Manufacturer checkbox - checked
P.O Issued by - select company that external Manufacturer can approve the shipment for
- For example: CEI Holmdel
- When user logs on to the system, he will have an EM visibility which EM can only view and set approval status for shipment that has P.O issued by CEI Holmdel ONLY

Set Part C. Link to Address book

This address is for welcome message on user profile

Summary

Log on to client application as a shipper or an external manufacturer

See #Figure 2. Shipper logs In
Domestic Shipping Portal button
- This navigates user to Demestic Shipping Portal
- See #Domestic Shipping Portal
- Case of External Manufacturer - See External_Manufacturer_Interface
CyberTrax Homepage button
- This navigates user to client homepage

Domestic Shipping Portal

Tabs: New, Approved, Hold, Rejected, Delivered, and Archived tabs

Filter: Client Company

Client Company
- Label: Client Company
- Widget: Listbox with only list of client companies that shipper was created
- Buttons:
  - Apply Filter: List shipment record(s) that belongs to a specific client company filter selected
  - Clear: reset information
  - Condition: This applies for all tabs
  - For example, if user selects client company filter and clicks Apply then it applies for all tabs

Shipment List table:

CT#
- Display - All tabs
Created On
- Display - All tabs
Pick Up Location
- Display - All tabs
Delivery Location P.O
- Display - All tabs
SKU
- Display - All tabs
Qty
- Display - All tabs
Copy button
- Display - Only Rejected Tab

Buttons:

Add
- Display - Only on New Tab
- See #Add CT
- Functionality - #Add shipment
View
- Display - All tabs
- Functionality - #View shipment
Edit
- Display - Only on New Tab
- Lock for edit condition: IF Ct#Export_Pick_Up_Trucker OR Ct#Estimated_Export_Pick_Up_Date is NOT EMPTY THEN shipment record is READ ONLY
- Functionality - #Edit shipment
Delete
- Display - Only on New Tab
- Functionality - #Delete shipment

Paging
Sorting

Add CT

Create CT page

Pop-up window - see #Figure 6. Add CT(s)- General Tab
MOT: Default to Truck- Domestic - Hidden field
Pre-filled E0.Client Company field - hidden field
- Mapping: E0.Client company from Non-Jaguar user > Create CT for E0.Client Company if there is only one client company
- For ex1, if shipper can create CT for ONLY ONE E0.Client Company (EA USA Domestic), then create CT page, E0.Client Company will be default to EA USA Domestic

OR

default to blank if there is many different E0.Client Companies that shipper can create for
- For ex2, if shipper can create CT for many different E0.Client Companies, then create CT page, it will be default to blank with the list of drop down E0.Client Companies that is set on Non-Jaguar Users> Create CT for E0.Client Companies

General Tab

See #Figure 4. Create CT General Tab

E0. Client Company:

Label: E0. Client Company
Widget: Combobox
Mapping: Admin> Users and Offices> Non-Jag profile> Part B. Visibility> Shipper."Create CT for Client Company in Non Jag profile"
Default: E0.Client Company in Non Jag profile part B (created for) OR blank if there is more than one E0.client companies
Required: Yes
NOTE: this is not visible for Shipper User, system automatically updates this field for internal app

E1. Visibility 1:

Label: E1. Visibility 1
Widget: Combobox
Mapping: None
Required: Yes
Condition: IF "E0.Client Company = EA.USA-Domestic" THEN "E1. Visibility1 = Elizabeth Arden" ELSE "E1. Visibility1 = blank"
NOTE: this is not visible for Shipper User, system automatically updates this field for internal app

Shipper:

Label: Shipper:
Widget: Read Only Combobox without C button
Mapping: Pre-filled: Admin> Non-Jag users> Part C > address book
Default: value from Jag User profile part C address book
Required: Yes
Note: Not editable! No clear button

Pick-Up Location:

Label: Pick-Up Location:
Widget: Read Only for selected list Combobox with Clear(C) button
Mapping: Address book> Export Pick-up (T4) ONLY list USA/Canada address
Default: Yes - copy company address from Shipper field
Note: C button - clear button, once it is clear, this box can be editable.
Condition: IF this field is a manual entry (not selected from an existing list) THEN after user clicks "save" or "Save/Next Tab>>" system MUST send an email notification to eadom@jaguarfreight.com that new address has entered, please create new address on address book and update Export Pick-up field for this CT#.....

Ship To Location:

Label: Ship To Location:
Widget: Read Only for selected list Combobox with Clear(C) button
Mapping: Address book> Consignee (T2) ONLY list USA/Canada address
Default: blank
Required: Yes
Note: C button - clear button, once it is clear, this box can be editable.
Condition: IF this field is a manual entry (not selected from an existing list) THEN after user clicks "save" or "Save/Next Tab>>" system MUST send an email notification to eadom@jaguarfreight.com that new address has entered, please create new address on address book and update consignee field for this CT#.....

P.O. Issued by:

Label: P.O. Issued by:
Widget: Listbox
Mapping: Admin> P.O. Issued by - See [[]]
Default: blank
Required: Yes

Pick-up Instruction:

Label: Pick-up Instruction:
Widget: textarea
Mapping: n/a
Default: blank
Required: No

Commodity description:

Label: Commodity description:
Widget: textarea
Mapping: n/a
Default: blank

Cargo Available:

Label: Cargo Available:
Widget: datebox
Mapping: None
Default: Copy from Create On
Condition: Allow user to edit this date to today, tomorrow, the next day date ONLY.

Created by

Combine created by, Time CT Created, and Created on field
Label: Created by
Widget: Read ONLY textbox
Mapping: Non-Jag user profile
Default: current shipper user login First and Last names
Mapping: CT_bo#Created_On_Date
Default: System Date stamps when shipment is first created
Mapping: System Timestamps
Default: System Timestamps when shipment is first created

P.O

Label: P.O.
Widget: textbox
Mapping: n/a
Default: blank

SKU

Label: SKU
Widget: textbox
Mapping: n/a
Default: blank

Qty

Label: Qty
Widget: textbox
Mapping: n/a
Default: blank

Item Description

Label: Item Description
Widget: textbox
Mapping: n/a
Default: blank

# Plt

Label: # Plt
Widget: textbox
Mapping: n/a
Default: blank

pkgs on plt

Label: Pkgs on Plt
Widget: textbox
Mapping: n/a
Default: blank

Loose pkgs

Label: Loose pkgs
Widget: textbox
Mapping: n/a
Default: blank

GW

Label: GW with unit option [Lbs/Kgs]
Widget: textbox
Mapping: n/a
Default: Lbs

Piece price

Label: Piece price
Widget: textbox
Mapping: n/a
Default: blank

Total Value

Label: Total Value
Widget: Read only textbox
Mapping: n/a
Value: Qty * Piece price
Default: blank

Haz/Non-Haz

Label: Haz/Non-Haz
Widget: Listbox
Mapping: n/a
Value: [Yes][No]
Default: No

Stackable

Label: Commodity description:
Widget: Listbox
Mapping: n/a
Value: [Yes][No]
Default: Yes

Clear button

Check commodity line(s) then click Clear button, info is reset to blank for that line(s)

Save button

Click Save button, System checks whether all majority fields are entered before all info is saved in the system
If at least one of the majority fields are not entered, then system will not allow records to be saved and show warning message
Each line of commodity table will be generated individual shipment record (CT#)
- For example, there are 10 lines of filled PO/SKU(s), system will generate 10 different shipment records after user clicks Save button

Delete button

Click Delete button, message warning pop-up condition below:
- IF Ct#Export_Pick_Up_Trucker OR Ct#Estimated_Export_Pick_Up_Date is NOT EMPTY THEN shipment record CANNOT BE DELETED!
- Warning pop-up message: This shipment cannot be deleted, pick-up trucker and/or Estimate pick-up date have been assigned. [OK]
- ELSE Warning message: Are you sure that you would like to delete this shipment record? [Yes][No][Cancel]
  - If Yes, shipment record can be deleted
  - If No or Cancel, shipment record stays as it is

CyberTrax Homepage

Under Shipment List menu

Default: Live Tab
Current functionalities
Additional Condition:
- Shipment that is approved by EM should be showing on Live tab on Client and Internal application as well as Approved Tab on Shipper Interface and External Manufacturer Interface!!!

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