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Receptions

The Receptions section in the Client Portal lets customers view and manage receptions for merchandise sent to warehouses.

You can check registered receptions and their status, or create a pre-alert to notify the warehouse about incoming merchandise.

In this guide​

General workflow​

  1. View or search receptions from the main list.
  2. Select Create Pre-Alert.
  3. Complete General Information and add the expected Packages.
  4. Upload any required Documents.
  5. Review the Summary and select Confirm Pre-Alert.
  6. Open the reception to follow its status and review its details.

Receptions List​

The list displays registered receptions and their main information.

Receptions list in the Portal

Figure 1. Receptions list

List Information​

Number

Identifies the reception within the Portal.

Status

Indicates the reception's current status.

Warehouse

Indicates the associated warehouse.

Packages

Indicates the number of packages registered in the reception.

List Actions​

Search

Finds receptions in the list.

View

Opens the details of a registered reception.

Edit

Modifies a reception when its status permits editing.

Delete

Deletes a reception when this action is available.

Create Pre-Alert

Notifies the warehouse in advance about incoming merchandise.

Create Pre-Alert​

Create Pre-Alert lets you register a reception before the merchandise arrives at the warehouse.

The process has four stages:

  1. General Information
  2. Packages
  3. Documents
  4. Summary

1. General Information​

The first stage defines the destination warehouse, a reference, and arrival information.

General Information for a Pre-Alert

Figure 2. Step 1: General Information

Warehouse

Select the warehouse where the merchandise will be sent.

Reference Number

Enter a reference to identify the pre-alert.

Note

Add further information about the reception.

Carrier

Specify the carrier delivering the merchandise.

Arrival Tracking

Enter the shipment's tracking number.

Estimated Arrival Date

Specify when the merchandise is expected at the warehouse.

info

Warehouse is required to continue.

2. Packages​

The second stage registers the packages expected in the reception.

Packages in a Pre-Alert

Figure 3. Step 2: Packages

Package Type

Select the type of package.

Pieces

Specify the number of pieces.

Contents

Describe the package contents.

Price

Enter the value associated with the package.

Currency

Specify the currency for that value.

Items

Break down the package contents into individual items.

info

Package Type, Pieces, and Contents are required to add a package.

3. Documents​

The third stage lets you upload the documents required for the pre-alert.

Documents for a Pre-Alert

Figure 4. Step 3: Documents

Upload File

Upload the document required for the reception.

info

In the example shown, a Commercial Invoice is required to continue.

4. Summary​

The final stage lets you review the information before confirming the pre-alert.

Pre-Alert Summary

Figure 5. Step 4: Summary

The summary includes:

  • General Information
  • Arrival Information
  • Packages

Actions​

Next

Continues to the next stage.

Previous

Returns to the previous stage to review or change information.

Cancel

Closes the process without registering the pre-alert.

Confirm Pre-Alert

Completes the process and registers the pre-alert.

View a Reception​

Select View from the Receptions list to open a registered reception.

The detail screen displays its general information, arrival information, status timeline, packages, documents, and totals.

Reception details in the Portal

Figure 6. Reception details

General Information​

The General section displays the reception's main registered information.

Internal Reference

Identifies the reception within the system.

Warehouse

Indicates the associated warehouse.

Reference Number

Displays the registered reference, when available.

Notes

Displays additional information, when available.

Arrival Information​

The Arrival Information section displays the details registered for the merchandise's arrival.

Carrier

Indicates the carrier associated with the arrival.

Arrival Tracking

Displays the registered tracking number.

Estimated Arrival Date

Indicates the estimated arrival date at the warehouse.

Timeline​

The Timeline shows the progression of the reception's status. It may display:

  • Draft
  • Pending Reception
  • Received

Available Sections​

The detail screen also includes Packages and Documents.

Packages​

The Packages section displays the packages associated with the reception.

Internal Code

Identifies the package within the reception.

Type

Indicates the registered package type.

Pieces

Indicates the number of pieces.

Dimensions

Displays the registered package dimensions.

Gross Weight

Indicates the registered gross weight.

Items

Displays the detailed contents registered within the package.

Documents​

The Documents section displays the documentation associated with the reception.

Totals​

The Totals section summarizes the reception's packages, volume, and weight.

Packages

Indicates the total number of registered packages.

Volumetric Weight

Indicates the reception's total calculated volumetric weight.

Volume (CBM)

Indicates the reception's total volume.

Gross Weight

Indicates the merchandise's total gross weight.