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)
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