Sea import, from allotment to delivered.

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.

Allotment Dashboard is the cockpit view of every allotment in the system. Shows at a glance:

• How much capacity is allocated, used, available
• Utilization % with color coding (🟢 <60% / 🟡 60–85% / 🔴 >85%)
• Days remaining in the period
• MQC penalty exposure (if MQC tracking is enabled on that allotment)

Two opposite kinds of risk visible on one screen:

• Operational risk (🔴 red): allotment nearly exhausted, no space for new customers
• Commercial risk (⚠ warn-low): allotment underused, MQC penalty looming if not consumed

Filter by Mode (Sea/Air/Road), Carrier, Date range. Click any row to drill into the per-equipment capacity breakdown.

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.

Shows Sea bookings that are still missing a customer SI. Click Send Request on a row to email the configured recipient (Customer for Export; configurable Shipper/Consignee/OriginAgent for Import). The booking's SI Request Sent checkbox auto-ticks once the email goes out.

SI Inbound tracking answers a single question: which of my customers still owe me a Shipping Instruction for this voyage?

Each row represents one Customer Booking. Status colors:

• 🟢 Received — customer sent the SI
• 🟡 Pending — within the cut-off window
• 🔴 Late — past the SI cut-off

Mark received: click the upload button, attach the customer's SI document (PDF/image), add notes, save. The document is stored linked to the booking. Bulk-select rows to send email reminders via the existing Email Templates engine.

SI Outbound tracking is the second half of the SI workflow. After receiving SI from a customer, you forward it to the carrier (typically by email with PDF attachment, sometimes via EDI).

Status colors:

• 🟢 Sent — SI submitted to carrier
• ⚠ Awaiting Customer — can't send because customer hasn't given us the SI yet
• 🟡 Pending — have customer SI; not yet sent
• 🔴 Overdue — past carrier cut-off; risk of missed sailing

The bulk-send action consolidates multiple bookings on the same vessel/voyage into one PDF attachment to the carrier — much faster than per-booking emails.

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.

Lists Sea bookings of any direction (Import + Export). Each row has quick-action milestone buttons; clicking one logs that milestone with the current timestamp and updates the booking's status badge. Branch-scoped to your allowed branches.

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.