How to use the party step in shipping instructions (new experience)?

There are 6 shipment party roles for which a party could be assigned.

Mandatory parties
  • Shipper
  • Consignee
Optional parties
  • First Notify Party
  • Additional Notify Party
  • Outward Forwarder
  • Inward Forwarder

Party card:

  1. For each party role
    • A party can be assigned
    • Address can be edited and
    • Party references can be added
  2. A party can be searched by name & location
  3. The address displayed will be the registered address of the party. However, there is option to edit it. Address can be edited only for the following parties:
    • Shipper
    • Consignee
    • First Notify Party
    • Additional Notify Party
  4. First notify party
    • When the Consignee is Set as To Order then it is mandatory for a First Notify Party to be assigned
  5. Mandatory references (party): This section only appears based on customs requirements for that particular shipment.

Adding a New Party

Mandatory information to be provided

  1. Organisation Name
  2. Street Name and Street number (Mandatory for certain countries)
  3. Other address details
  4. Zip code/Postal code (Mandatory for certain countries)
  5. City, State, Country
  6. Phone number and Email id (Mandatory for certain countries)
  7. Tax/Vat number (Mandatory for certain countries)

Mandatory prompt: Customer will get prompt as an when import and export country rule doesnt follows

Party card:

  1. For each party role
  2. A party can be assigned
  3. Address can be edited and
  4. Party references can be added
  5. A party can be searched by name & location
    • Shipper
    • Consignee
    • First Notify Party
    • Additional Notify Party
  6. First notify party
    • When the Consignee is Set as To Order then it is mandatory for a First Notify Party to be assigned
  7. Mandatory references (party): This section only appears based on customs requirements for that particular shipment
    • Reference will get map in Consignee, Notify party Documentation party address as default
      ex. Reference number updated in mandatory reference field available on parties page will also get map in documentation party field incase if its not already available as per import country rule

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