The Template list page will display all of the templates you have created these can be used to form the basis of a new booking request.
Note: Templates can be created from existing bookings by using the ‘Copy Data into Template’ function.
Other ways to create templates
From each booking created you have the option to use this booking to form the basis of a booking template, this can be done via the 'Copy Data into Template' button at the end of each tab.
Security
As a Hapag-Lloyd online business user you will only be permitted to view templates which involve your organisation as customer.
All related data will not be divulged to parties that are not directly involved within the booking and its process
If you do not have all authorizations for the services above you can request them via My Account. More information on how to request your authorizations you find within this user guide in the section My Account.
Entry field: Template Name
You can search for a specific template by the name under which it was created, please enter the first 3 letters to start your search.
Button: Find
Displays the templates specified by the search criteria.
Button: Clear
Clears all search criteria.
Button: Create New Template
To create a template from scratch please press the ‘Create New Template’ button and input a name relevant to the template you are raising followed by pressing ‘Save’. You will now be taken to Tab One, after inserting the respective data under the first tab the user will be taken to the next tab and so on until all necessary information has been entered where you can then save your data via the ‘Next’ button or ‘Copy Data To Template button’.
Note: Information that is unlikely to remain the same (Quotation number, Contract, dates etc…) will not be saved within the template.
The Template list page will display all of the templates you have created these can be used to form the basis of a new booking request.
Column: Template Name
The name under which the template was created.
Column: Customer Reference
The customer reference that is saved within the template.
Column: Q/C-Number
Quotation or Contract number that has been saved within the template.
Column: Start Location / Port of Loading
The start location / Port of loading provided when the template was created.
Column: Port of Discharge / End Location
The Port of discharge / End location provided when the template was created.
Column: Saved
The date the template was last updated.
Column: Saved by
Name of the person who created the template.
Button: Open
If you want to view the data within a template you can do that by checking the respective checkbox followed by the ‘Open’ button. From here you can amend the template is and as required.
Button: Use for Booking
If you want to create a booking using a template to form the basis of a booking select the relevant template press ‘Use For Booking’ button. You will now be taken to tab one where the data can be amended / completed as necessary.
Button: Delete
If you want to delete the template you can do that by checking the respective checkbox followed by the ‘Delete’ button.
Note: Once deleted a template can not be reinstated.
Buttons: Previous / Next
To move to the previous/next line in the list.
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