Sea import, from allotment to delivered.

The bell in the top bar shows how many alerts are open; click it for the list. Each rule's "days" are set in Sea Import Configuration (SeaImport.Alert.*). Click a line to open the house or master.

1. Pick the document on the left (click the star to keep it in Favourites).
2. Set the filters (ETA dates, vessel, voyage, master, house, ports, parties) and press Show. The status filter (e.g. Arrival Notice: Not sent) shows only what still needs doing.
3. Tick the rows, choose the Format and One merged file or Separate file for each.
4. Preview / Print / PDF / Word / Excel, or Email: one e-mail per party with the PDF attached. Addresses come from the Parties file (Arrival Notice / DO -> house customer, carrier documents -> master carrier, invoices -> Bill-To). Check / edit them before sending.
5. Sending marks the rows as sent (date + user). Mark sent / Not sent does it by hand (needs the edit right).

• Summary = one line per group; Detail = the houses under each group with subtotals. Then group by adds a second level.
• TEU rule: 20' = 1, 40' / 40HC = 2 (Container Sizes); LCL counts CBM / CBM-per-TEU. The default is in Sea Import Configuration (SeaImport.Teu.*) and can be changed on the report before pressing Show.
• Print, PDF, Word and Excel use exactly the same filters and options.

Pick a dimension on the left (Carrier, Vessel, Consignee, etc.). Choose a metric (TEU\\Weight\\Shipments\\CBM) and Top-N count. Filter by date + carrier/vessel/etc. Run.

Result shows: ranked top entities, an "Others (Misc)" aggregate row, the grand total, and a chart (Donut or Bar tab).

Use Save As to keep a frequently-used configuration it appears under "My Saved" on the left for one-click rerun.

Pick a report on the left Per Job, Per HBL, or Per Salesperson. Set date range + filters. Run.

Selling = SUM(Posted Sales Invoices) SUM(Posted Sales Credit Notes).

Buying = SUM(Posted Vendor Bills) SUM(Posted Vendor Debit Notes).

Net = Selling Buying. Loss values shown in red.

Per-Job includes BOTH master-scope and house-scope invoices for each Job.

Per-HBL includes ONLY house-scope invoices (master-scope amounts are NOT allocated to HBLs in Phase 1; they show only on the Per-Job view).

Print opens a clean A4 landscape view in a new tab.

A Sea Import Allotment is a contract with a shipping line for inbound capacity (TEU / FEU / Kg / CBM) over a period. Each Sea Import Carrier Booking that links to this allotment draws from it via AllotmentDraws.

The Allotment Dashboard (Sea Export module — same dashboard for both directions) shows committed vs. used vs. remaining. You don't enter draws manually — they're created automatically when bookings link.

Carrier Bookings on the import side are for the NVOCC pattern: a customer of yours pre-books allotment with the shipping line, then assigns each shipment to a specific agent (the actual end consignee at destination).

The Agent field is the key field on this screen. It identifies the destination/consignee party and:

1. Auto-fills as the Customer on the linked Customer Booking
2. Gets saved into the Parties master if it's a new agent (use the + Add new on the dropdown)

The agent allotment for stock tracking is on Sea Import Allotments — link this booking to one of those to draw down its capacity.

Customer Bookings on the import side represent shipments arriving at your destination ports for a specific customer. Use this screen when you receive a pre-alert or your customer notifies you of an incoming shipment.

When the workflow setting SeaImport.RequireCarrierBookingLink = true, every Customer Booking must reference a parent Carrier Booking — that links the booking back to a NVOCC/co-loader's allotment. The agent picked on the Carrier Booking auto-fills as the Customer here (read-only).

1. Build filters. Click + Add Filter. Pick a field, an operator, and a value. The filter is enabled by default (the checkbox to the left). Untick to leave a filter as a saved-but-inactive template.
2. Review the matching bookings. Tick the Select All header checkbox to toggle. All rows are pre-checked. Untick the ones you want to leave alone.
3. Set the new values. In the Change to: panel, fill ONLY the fields you want to overwrite. Empty fields are left as-is on every selected row.
4. Confirm. A modal shows how many shipments are about to change. Click Yes, update N shipments.

The Master B/L is the carrier's contract of carriage. Origin agent sends us the MBL copy; you capture its data here for IGM filing, arrival tracking, and release management.

Key tabs:

• Overview — MBL #, mother + feeder vessel, voyage, POL/POD/Transshipment, IGM/VIR (Pakistan customs)
• Parties — Carrier, Origin Agent, Ship Agent, Clearing Agent (all from Parties master)
• Containers — container#, seal, ISO code, weights — per-container detail
• Houses — list of HBLs under this MBL with reconciliation (totals match? ✓)
• Documents & Events — uploaded files + timeline (manifest filed, arrival, release)

Two power features:

• 🪄 Import from File — pick the agent's emailed MBL PDF; AI extracts the data and pre-fills the form (you review + correct)
• 🔗 Link Bookings — for LCL consolidation: tick multiple Carrier Bookings; system auto-creates one HBL per booking

The House B/L is issued by the origin agent to the actual shipper. We receive a copy and capture the data for downstream operations (Arrival Notice, D/O, customs, billing).

Key tabs:

• Overview — HBL #, MBL link, switch B/L info, status pipeline
• Parties — Shipper, Consignee, Notify, 2nd Notify, Bill-To, Salesperson, Co-loader
• Routing & Cargo — Place of Receipt → POL → POD → Final Destination + multi-line cargo (HSCode-aware)
• Containers — pulled from Master, allocate per HBL (LCL: one container can be shared across HBLs)
• Operations — D/O issuance, NOC tracking, Arrival Notice/POD events, OBL courier tracking, watch-list, priority
• Charges & Documents — sell-side charges, multi-currency + the docbox for file attachments

Industry-standard rules:

• Soft-locked after Issue: edits create an Amendment record; if configured, an amendment charge is auto-generated.
• NOC tracking for controlled imports — cannot be Released until NOC Approved.
• Watch-list / priority — flag special shipments; appear on dashboard and in filtered list views.
• Auto-fill from booking link — auto-generated HBLs (created from MBL's Link Bookings) come pre-filled; appear in the HBL Completion Report until you finish them.

This is one of 8 invoice screens for Sea Import. Each combines:

• Scope (House = per-HBL, Master = per-MBL)
• Document type (Sales Invoice / Sales Credit Note / Vendor Bill / Vendor Debit Note)

Workflow

1. Click + New to create a draft invoice.
2. Pick the anchor (HBL or MBL) — cargo dimensions auto-populate read-only.
3. Pick the Bill To party. Counterparty Type defaults from the party's role.
4. Add lines: pick a Charge, set the Calc Basis (per-container / CBM / fixed), enter Rate. Quantity auto-pulls from the linked HBL/MBL.
5. Tax auto-applies from the current branch's Tax Group.
6. Save — increments InvoiceNumber. If any line is taxed, increments TaxInvoiceNumber too.
7. Post the invoice when ready (locks it; required if your tenant runs Draft→Post mode).

Print labels

The PDF title comes from one of these:

1. Tax authority title when invoice has tax lines (e.g. "Sindh Sales Tax Invoice")
2. InvoiceTypes master local/foreign label (configured under Master Files → Invoice Types)
3. Per-invoice override when filled

Rules

• Numbers are sequential. Invoices CANNOT be deleted — use Void instead.
• Credit Notes / Debit Notes must reference an original invoice.
• Foreign vs Local is picked manually from the Local/Foreign dropdown on the invoice header. A local-currency invoice for an overseas customer (and vice-versa) is fully supported.

This is one of 8 invoice screens for Sea Import. Each combines:

• Scope (House = per-HBL, Master = per-MBL)
• Document type (Sales Invoice / Sales Credit Note / Vendor Bill / Vendor Debit Note)

Workflow

1. Click + New to create a draft invoice.
2. Pick the anchor (HBL or MBL) — cargo dimensions auto-populate read-only.
3. Pick the Bill To party. Counterparty Type defaults from the party's role.
4. Add lines: pick a Charge, set the Calc Basis (per-container / CBM / fixed), enter Rate. Quantity auto-pulls from the linked HBL/MBL.
5. Tax auto-applies from the current branch's Tax Group.
6. Save — increments InvoiceNumber. If any line is taxed, increments TaxInvoiceNumber too.
7. Post the invoice when ready (locks it; required if your tenant runs Draft→Post mode).

Print labels

The PDF title comes from one of these:

1. Tax authority title when invoice has tax lines (e.g. "Sindh Sales Tax Invoice")
2. InvoiceTypes master local/foreign label (configured under Master Files → Invoice Types)
3. Per-invoice override when filled

Rules

• Numbers are sequential. Invoices CANNOT be deleted — use Void instead.
• Credit Notes / Debit Notes must reference an original invoice.
• Foreign vs Local is picked manually from the Local/Foreign dropdown on the invoice header. A local-currency invoice for an overseas customer (and vice-versa) is fully supported.

Settings that apply across the entire Sea Import module. Each setting is grouped under a Category tab — pick the tab, change the value, click Save Settings.