> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jadenet.id/llms.txt
> Use this file to discover all available pages before exploring further.

# Sea Freight

> Create and manage sea freight orders, shipping instructions, Bills of Lading, charges, monitoring, billing, and job closure.

## Purpose

Use Sea Freight to manage ocean import/export jobs, including FCL and LCL orders, Shipping Instructions, Bills of Lading, consolidations, milestones, charges, billing, and financial completion.

## Preconditions

* The user has Sea Freight access for the correct office/branch.
* Customer, shipper, consignee, carrier, agent, ports, vessel/voyage, package/container types, currencies, and charge codes exist.
* An approved quotation or pricing instruction is available where required.
* Booking and document instructions have been received.
* The user knows the service code and B/L review, lock, and release procedure.

## Workflow

1. Create and save the sea freight order.
2. Confirm booking and schedule.
3. Prepare the Shipping Instruction.
4. Prepare and review the draft B/L; the B/L itself does not use the transaction-approval workflow.
5. Set the B/L release type and finalize/lock the reviewed document.
6. Link consolidation when applicable.
7. Record estimates and actual charges.
8. Create bills, invoices, and expense transactions and complete their applicable approvals/posting.
9. Monitor milestones, reconcile profitability, and close the job.

The process map separates B/L review/finalization from the approval and posting controls used by financial documents.

```mermaid placement="top-right" theme={null}
%%{init: {'flowchart': {'defaultRenderer': 'elk'}}}%%
flowchart LR
    A([Sea freight order]) --> B[Confirm booking]
    B --> C[Prepare shipping instruction]
    C --> D[Draft B/L]
    D --> E[Review and correct B/L]
    E --> F[Set release type]
    F --> G[Finalize and lock B/L]
    G --> H{Consolidation?}
    H -- Yes --> I[Link consolidation]
    H -- No --> J[Record charges]
    I --> J
    J --> K[Create AV, SV, bills, and invoices]
    K --> L[Complete applicable approval and posting]
    L --> M[Monitor and reconcile job]
    M --> N[Mark Ready to Close]
    N --> O([Process Job Closing])

    classDef start fill:#714B67,stroke:#56364E,color:#FFFFFF;
    classDef work fill:#EFE6ED,stroke:#714B67,color:#2F2933;
    classDef approval fill:#F8E6A0,stroke:#B8860B,color:#3B2E00;
    classDef finance fill:#D8F1EF,stroke:#00A09D,color:#123B39;
    classDef done fill:#D9EED8,stroke:#4F8A4C,color:#183817;
    class A start;
    class B,C,D,E,F,G,I,M,N work;
    class H approval;
    class J,K,L finance;
    class O done;
```

## Step-by-step

<Steps>
  <Step title="Create the order">Open **Seafreight > Order > New**. Enter office, service, customer, parties, FCL/LCL mode, cargo, ports, schedule, carrier, salesperson/operations owner, and booking reference.</Step>
  <Step title="Save and confirm the job reference">Use the generated reference for every related document and transaction.</Step>
  <Step title="Prepare the Shipping Instruction">Verify document parties, cargo description, marks/numbers, packages, weight/measurement, route, vessel/voyage, freight terms, and special instructions.</Step>
  <Step title="Prepare the Bill of Lading">Enter B/L parties, ports, vessel/voyage, container/seal data, cargo, freight terms, and release method. Generate a draft for review.</Step>
  <Step title="Review and finalize the B/L">Generate the draft, resolve corrections, set **B/L Release** to Original, Telex Release, or Seaway Bill as applicable, complete issue details, and finalize/lock the reviewed document. The B/L does not use **Ask For Approval**.</Step>
  <Step title="Manage consolidation">Link house jobs to the correct consolidation/master movement and reconcile shipment totals.</Step>
  <Step title="Record charges">Add buying and selling lines using the correct party, charge code, unit, quantity, currency, rate, tax, and job reference.</Step>
  <Step title="Process finance documents">Create advances/settlements, vendor bills, customer invoices, payments, and receipts through their controlled workflows.</Step>
  <Step title="Monitor and close">Update milestones, resolve missing costs/unbilled revenue, review profitability, and complete job closing.</Step>
</Steps>

## Screenshots

<Note>No sanitized current-version Sea Freight screenshots are stored in the repository yet.</Note>

Recommended captures: Order list/detail; Shipping Instruction; draft B/L; container/seal tab; charge lines; monitoring view; job-closing status.

## Result

The sea freight job has a consistent job reference, approved transport documents, complete operational milestones, recorded buying/selling charges, posted financial documents, and a reviewed closing status.

## Approval

The B/L does **not** use the transaction-approval engine. Operational reviewers verify parties, route, vessel/voyage, cargo, packages, weight/measurement, container/seal numbers, freight terms, and release type before finalizing/locking it. Quotation, advance, settlement, bill, invoice, payment-voucher, inventory-release, and other financial approvals remain separate workflows where configured.

## Accounting Impact

The order and draft transport documents normally do not post directly. Estimated charges support accrual and profitability monitoring. Posted vendor bills create payables/expenses; posted customer invoices create receivables/revenue; cashier transactions settle balances; job closing can create closing journals according to configuration.

## Common Errors

| Error                                   | Resolution                                                            |
| --------------------------------------- | --------------------------------------------------------------------- |
| Wrong import/export or FCL/LCL service  | Correct the order before dependent documents are created              |
| Duplicate or inconsistent job reference | Use the generated JADE-ELS reference throughout                       |
| B/L party or cargo mismatch             | Compare with approved Shipping Instruction before release             |
| Incorrect container/seal                | Reconcile with carrier/terminal evidence                              |
| Missing actual cost                     | Enter/approve the vendor cost or investigate the monitoring exception |
| Unbilled charge                         | Complete customer billing before closing                              |
| Job closed too early                    | Reopen through the authorized process and complete reconciliation     |

## Related Functions

* [Relationship Management](/modules/relationship-management)
* [Shipment lifecycle](/workflow/shipment-lifecycle)
* [Expense Management](/modules/voucher-management)
* [Cashier Management](/modules/cash-and-bank)
* [Accounting and Finance](/modules/accounting)
* [Job closing](/workflow/job-closing)