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Magaya Software Communications Manual

1. Pickup Order General Shipper Consignee Supplier Carriers Com Inland Carrier Carrier FedEx Ground ld PRO Number If you use a transport company to manage FedEx shipping for you then select that carrier provider This will generate charges for that entity This field is used for generating charges not for scheduling the transport 374 REQUEST A FEDEX SHIPMENT FROM A PICKUP ORDER 1 CREATE THE MAGAYA PICKUP ORDER You will schedule the transport by using the Magaya Express Link option in the Actions button A bill will be generated for the Inland Carrier you select If no carrier is selected the system will tell you that charges will not be generated If you dont specify the carrier this message appears Magaya Explorer Carrier is not specified in the operation and charges will nat be generated with this configuration Do vou want Ea continue es It is not necessary to enter any charges on the Charges tab for transport The Express Link feature takes care of it for you Extra Info If you are not paying but a third party is paying please see the section on Third Party Billing If you are using your customer s FedEx account you do not have to select an inland carrier on the Carrier tab because that field is used to generate accounting charges only If you are not using your account you will not have any accounting charges for this transaction
2. l Disabled o Select the Type The Type selected activates the Source Type option Not all Types have options for a Source Type e Enter a Display Name This will be the name the user selects in the template you are creating Internal Name This field is generated by the system based on the Display Name entered 252 EMAIL TEMPLATES ADD DYNAMIC FIELDS Source Type This field is activated depending on the Type selected For example the Type Bill activates the Source Type menu Dynamic Email Field me se 00000000 Java Script Default mL xPath po Java Script 4 E Default This is a rule that will place information in the space if a field is blank in a transaction XPath By selecting the Source Type of XPath this field is acti vated You are selecting a field that will be in your email message For example currency will fill in the currency Click the button Select XPath In the dialog box select the appropriate field that you to display in the email template Select x Path ql Accountinglkern pda Attributes H Custom Fields E al Account 4 Custom Fields E3 T Currency Mame Motes Number Type ES AccauntIbemLines H AmountPaid H AmountPaidInCurrency 4pprovalstatus Attachments JavaScript Click the button Edit JScript Enter the code in the dialog box and click OK to save The script function accesses data A variable i
3. In the dialog box that opens assign the task to an employee If not assigned the tasks will be available for any employee to do e Assign the Task Type as Delivery POD 289 PERFORM POD TASKS ON HANDHELD UNITS e Enter the subject and due date Notes and the reminder are optional If a Generic Task Type is sent to the handheld unit the task will appear in the Task list and look similar to a text message This is useful to send a general message that is not specific to a delivery To create a Task for the Houses in a Shipment select it from the dropdown This will create a batch of delivlery tasks for the POD Mobile handheld user 9 tf rR ae Network Send Email Refresh Folders shipments Create Task Create Task For Hauses Create WMS Move Task Create Partial WS PickiLoad Task Create Delivery Tasks For Hauses Name Tv 3 HBOL36 Oce 3 HBOL37 Oce 3 HBOL38 Oce To view the tasks at any time go to the Tasks folder and select Pending Tasks This list shows the status of the tasks In Process means a driver has selected the task When tasks are completed they will appear in the History Tasks list File Edit Sales Operations Maintenance Shipment Magaya Mebwork Accounting Reports Back Air Ocean Ground Print Find m9 Magaya Network Status Type Date Subject WB Pending Inventory Replenish 10 13 2009 Pending Tass T Pending Delivery POD 10 23 2008 Pickup packa
4. Search 241 A amp S Logistics S A AAA International Logistics A1 Cargo Logistics o AAC PERISHABLES LOGISTICS nce ACI CARGO LOGISTICA o ACI CARGO LOGISTICA 5A importaciones o 2 Scroll to select the type of transaction you wish to track such as Shipment 327 DETAILS Warehouse Receipt Quotation Invoice Purchase Order a vehicle etc an FI a 6 02 ew Directory gt 4 freight Search 89 All America Freight Services Altto Freight Amber Freight Intl Lrd Amber Freight Intl Ltd AirTruk SeaTruk Amber Freight Intl Ltd Yonkers Amber Freight LLC 3 Enterthe transaction number Notes The number field is not case sensitive 4 Tap Search to continue e If the transaction is found then information about the transaction is displayed such as status the shipper consignee etc To see further details about the transaction tap on this information button or the Details icon on the bottom taskbar If the transaction is not found a red button appears explaining why the transaction was not found See the section Common Error Messages below Details Transaction details are organized by categories in different tabs such as General Items and Events across the top of the screen Explore these tabs by tapping on each one to see pertinent information about the transaction General 328 Items MagayaTrack2Go E Items Items Detalls
5. 1 Click on the name of the person you want to chat with after your invita tion has been accepted 2 Clickthe first button on the left they must be online to chat When the mouse is hovered over the button the button identification appears Start communication session Network Communication Center Online HWE Cargo Company 19020 LiveTrack Customers Demo Company 14991 3 Jett Ranier 2 Glick Start Session SEND A TRANSACTION FROM THE CHAT SCREEN When you begin a chat session type in your part of the conversation in the bottom of the screen Communication Center Online fh HWE Cargo Company 13020 EE LiveTrack Customers a tropicall 28 Demo Company 14991 Begin typing below So 8g Old X Sr amp 4 tropicall Traffic ello Jeff will send you the updated invoice Text sent appears here aue i Enter text here Click the Send button when you are ready to send your message or transaction The Send button will only appear when you are chatting with someone A history of the conversation is displayed 25 WORKING WITH FILES With the Send button you can send transactions a record documents or text When you click on the arrow on the side of the Send button the following menu pops up if you are viewing a transaction a tropicall Traffic achy gice Send Text Send File Send Active Document Warehouse Receipts Ez Send Activ
6. Package UPS Express Boxe UPS 25 KG Bose UPS 10 KG Bose UFS Espress Baz Small UFS Express Box UPS Express Box 6 Click OK to save the changes 394 MATCHING PACKAGE TYPES IN EXPRESS LINK ADD RELATED COLUMNS This saves time because you do not have to enter dimensions when entering the item in the Commodity tab of a Pickup Order Cargo Release or Shipment Just select the package type when entering the description Two Ways to Use the Package Types Option 1 Use the package type on the Commodities tab when you create a Magaya Pickup Order Cargo release or Shipment Option 2 In the courier wizard double click on a package to see options ckages Pkg Description Dimensions Weight Packaging Declared value Larg 4 00 LB UPS Express Boxit Small USC 0 00 Using UPS boxes TIT Totals Packages E Weight 4 00 LB Declared value t The dialog box contains options Package Options Description Container 345 Packaging UPS Express Box Large Large package Additional handling F Dry ice Regulation Bull ul IFS ace Medical PUrpose Packaging Select the package type here UPS Express boxes generate express air shipment rates not ground shipment rates For ground rates use another package type such as a box e The Large Package option is useful for awkward sized packages This is an expensive option e The Addit
7. The Magaya Communication Server icon E B 0224M You can also right click on it and selecta command from the pop up menu The following options are available from the pop up menu Reload To reload the Magaya Communication Server click on this Use this to stop or start the service Login and Logout Use these to log into or out of the Magaya Network as needed The Login option will be grayed out while you are logged in Start and Stop Communication Server Use these options to start or stop the Magaya Communication Server as needed such as when you perform an update When it is running the Start option will be grayed out 259 MAGAYA COMMUNICATION SERVER USER INTERFACE e Monitor This shows all connections to the Magaya Communication Server Magaya Communication Server Monitor Magaya Communication Service Default Online through Gateway Connection Information Connections Incoming Messages Outgoing Messages Magaya Network Query Connections Connection ID Records Bytes Received Bytes Sent o Change Password Use this option to change the password to the Magaya Network Change Password User Mame Qld Password New Password Confirm Password For more details on server authentication see Chapter 8 in the Magaya Software Customization Manual e About This option opens a dialog box with information about your system such as the version of the communication server and the name
8. a Employee Administrator v Ca exes Now you can use the remote version of your Magaya database just as if you were in the office 336 15 MAGAYA EXPRESS LINK CONFIGURE EXPRESS LINK 15 Magaya Express Link Magaya Express Link provides complete end to end shipping order manage ment from shipping to returns all in one place With it you can ship items with UPS or FedEx directly from your Magaya system using the rates you have contracted with them Save time by requesting shipments and printing labels using the details already entered in your Magaya system You and your customers can track packages by viewing updates Additional carriers will be added in the future This procedure explains how to configure Express Link how to make a ship ment request from a Magaya Pickup Order or a Cargo Release Requests can also be made from the Shipment toolbar Express Link Getting Started Getting Started with Magaya Express Link Magaya Express Link provides complete end to end shipping order manage ment from shipping to returns all in one place With it you can ship items with UPS or FedEx directly from your Magaya system using the rates you have contracted with them Save time by requesting shipments and printing labels using the details already entered in your Magaya system You and your customers can track packages by viewing updates Additional carriers will be added in the future Magaya Express Link See
9. 212 ADD RESALE ITEMS ViEW RESALE ITEMS IN LisTS View Resale Items in Lists To view the resale items in your Inventory Item Definitions list separate from non inventory items try these two options to see which you like best First add a column to the list to display which items are resale 1 Click the Actions button and select Choose Columns 2 Select Sellable and save it Then click on the column header to group all resale items together Glick column header to group items ne Selable Commodity Type 33 3 Ma Ferishable Ma Ferishable Another way to view the Inventory Item Definitions list is to filter it and save it 1 Click Filter gt Advanced Filter 2 Click Sellable in the list of available fields Next to the condition Equals select Yes and click Add S elected Field ar Filter 5 ellable T es Mo Condition Add ELSE Change to OR Add AND Add OF di All conditions AMD B Sellable es Ma Equals Yes 3 Click OK to save the filter The list now displays only resale items 4 Savethis view by clicking the star in the top toolbar 213 ADD RESALE ITEMS ViEW RESALE ITEMS IN LisTS 214 Tip Another helpful column to view is Arriving Pieces It shows the quantity of items that are on order and expected to arrive Actions Button in the Inventory Item Definitions List Includes functions for updating quantity
10. 381 MESSIDE T a 386 FedEx Close of Day Procedure ou ru iS Westen wee ee 387 TOt OCC HOD s bead Ot TRAD COPA M ere AE BEE PRES Les pd E 387 Usine the Close of Day Wizard ox 146 4 c Gee ode bh 4 RE REE 388 Express Link International Shipments with UPS 390 l Crealethe SHIDAGI sie ised S ior SiS e s eos ad Che oc e Be wend Roe oe 390 2 Schedule the UPS Shipment with Express Link 391 Express Link Appendix Topics eee R 393 Add Related COMmmns a sesto Rae E Sp E a EU pa turi ed 393 Matching Package Types in Express Link 0 0 cece eee ees 394 Third Party Billing in Magaya Express Link 0 0 0 0000 396 Add the Account to the Customer Profile 0 0 0 0 eee eee 396 Handle Returns with Magaya Express Link 0 0 00 cece eee 397 16 Denied Party Screenin 1o ence 6 oS ses ees eels eh OO dee tSeeus eee a 401 Denied Party Screening Introduction 0 0 0 0c cee eee 401 CIELO Sta coude S put coat era ten eva ash eee tierra aun eh cet eae ares 402 CONTOU Sh cere Supe a r eRe tated a a Gama a che Aen eens 402 Index Assen Roles to UD SGES 64 946 tose chou E Eg ee vA dece Aa deus uus 405 Screen Entities and Vessels in Lists Screen Fones ina Shipment sica RA EEG ERU URGE S RR UR 407 Transaction Log of Screenings 1 How TO USE THIS MANUAL How THIS MANUAL IS ORGANIZED 1 How to Use This Manual
11. Click Send The system asks if you want to print the labels now For more information on printing labels see the section Print Labels After sending a package new options appear in your menu under Actions gt Magaya Express Link in the Pickup Order document or list view Print Labels You can print the labels right after sending the transaction to FedEx or later To print them later go to the Pickup Order click Actions and select Magaya Express Link The pop up menu has the options for printing labels and more You or another Magaya user can print the labels when needed based on your Configuration setting The labels will print on the printer you designated in the Configuration gt Labels screen Affix the labels on the packages so they are ready when FedEx arrives If you have more than one label in a transaction you can print one or more To print only one label select it and click View Then print Cancel a FedEx Request If you cancel an Express Link operation it must also be deleted From the Actions button cancel it first then select the Delete option This does NOT delete the Pickup Order just the Express Link operation Generate Charges To generate charges go to the Pickup Order click the Charges tab click the Generate button If you did not select a carrier no charges will appear If you are billing a third party the charges will not appear here 379 EXPRESS LINK INTERNATIONAL SHIPMENT WIT
12. Ocean Ground Print Find 1 Right click on name X Other Reports to access pop up Reports Statements H Maintenance g i i amp Crier Tropical Land Remove Tracking g Forwarding Agents d LanbbeanFle Send invitation epail 225 D Warehouse Providers A a MN 2 hen select i Customers amp Ed s Crane Se Allow Tracking Transactions Lis 2 Vendors 2 HK Porter Bats Salespersons 2 Bogota Bike 9 Contacts 2 Cervelo Bicuc g Employees 2 Buyer 1 Choose Columns 1 Ports amp Art Supplies Import v Countries Miami Interna Export t Configuration 2 Deca Truss as A dialog box opens showing the General tab first Web rack User General Tracking Hestrictions Select the user ta grant access remotely User Jeff Ranier Authentication Confirm Password fs 15 chars max Disabled access a Coe Je 132 4 5 MAGAYA LIVETRACK SETUP SET USER PASSWORDS AND PERMISSIONS The General tab includes fields for the user name login and password The system generates a login name You can override the system gener ated login name and create your own by typing into the field Create a password for your customer You can also click the Generate button to get a password generated by the system This password will be included in the email invitation that you will send the customer after you complete these steps Note You can give customers the option
13. i Employees L 1 Ports Countries Configuration De Rates DE Accounting a g utgoing shipments ce Incoming Shipments ai Miscellaneous configuration E vent Definition Incoterms ER Task Types tg AML Transformati Templates Go to Maintenance Configuration Email Templates n 245 EMAIL TEMPLATES INTRODUCTION This list displays the system default templates you can edit and use Email templates Mame Type Format System Alert Email Template 4 Payment HTML System Alert Email Template 3 Booking HTML System Alert Email Template 2 Sales Order System Alert Email Template 1 Pickup Order Transaction Tracking Email User Defined General Customer Tracking Invitation Email User Defined General Default General Transaction Tracking Email Template General Customer Tracking Invitation Email Template General un Filter Actions 246 EMAIL TEMPLATES INTRODUCTION 2 Tocreate a new template click the Add button A dialog box opens Select the type of template you want and name it Email Template Your cargo arrived in the warehouse amp A amp sys recipient name We wanted to let you Know that your cargo has arrived in the warehouse _ Disabled Request Delivery Receipt Importance Email body in HTML Format i y Request Read Receipt Sensitivity In this example the type of template wil
14. if you want to accept booking requests that do not match any trip in your Trip Schedule This option is useful for freight forwarders or NVOCC s who 157 ONLINE BOOKINGS SETUP AND PROCESSING SET UP ONLINE BOOKINGS IN YOUR MAGAYA SYSTEM book with the shipping line after they receive the request from the customer This is a more flexible option and will allow customers to enter any origins and destinations and any modes of transport The ports your customers will see online are the ports you select in your Maintenance gt Ports List 3 Go to the Maintenance folder and click on Customers to give your customer s access to Online Bookings by making these changes in their customer profile a Click on the customer s name in the list to highlight it e b Click on the Actions button and select Allow Tracking or right click on the customer name A dialog box opens Click the Tracking tab and check the checkbox Send Online Bookings Requests Other options here that might be helpful for your customers include sending attachments and querying rates Web Track User Tracking Specify the tracking permissions For this user Feature Approve Sales Orders amp pprove Dispute Invoices Can Send Attachments Cancel Sales Orders Quem Rates V Send Online Booking Requests Send Online Payments Send Online Sales Orders Send Online Shipping Orders Use Magaya Live Chat s View
15. CONFIGURE MESSAGES FROM CHAT SCREEN Sending Shipment and Charges Information s Send only the Master shipment to the Carrier This setting applies only if the carrier uses Magaya also It will send only the Master shipment to a carrier not the House shipping documents This option is on checked by default Send only the master shipment to the Carrier Send transactions income charges to destination agents Send transactions expense charges to destination agents Send transactions income charges to destination agents Select this if you want your destination agents to receive the income charges that are related to a shipment send transactions expense charges to destination agents Select this if you want your destination agents to receive the expense charges that are related to a shipment This is unchecked by default because many compa nies do not want to disclose their costs to their agents Click the Save or Reset button Configure Messages from Chat Screen In the Chat screen the toolbar on the bottom has a Configuration button to set your preferences such as how to be notified when a message is sent to you and how to automatically download files that are sent to you Communication Center Online s HWE Cargo Company 19020 ie LiveTrack Customers Demo Company 14331 Q Jeff Configure button S amp g Yd x Se amp o 33 CONFIGURE INCOMING MESSAGES The following con
16. M Commodities P Contactinfo gt General info Pickup Delivery Location Shipper Consignee 10 26 2012 ML 245 56PM 10 26 2012 2 45 56 P Tropical Landscaping Lr Orlando Garden Shop 189 ONLINE SALES ORDERS GETTING STARTED How TO USE ONLINE SHIPPING ORDERS 5 Entera description of the goods in the General Info screen You can enter preferred ports for loading and unloading and select a mode of transport Description of goods patio Furniture Suggested Ports Port of Loading Miami x Port of Unloading Santo Domingo w X Mode of Transportation Description Method po da air Air Air Conkainerized Air 6 Review the Summary screen The order number is Pending until you submit the order Click the Submit button Click OK in the confirmation dialog box All the information in the order is saved and sent to your logis tics provider for processing Contact them with any questions Online Sales Orders Getting Started With the Online Sales Order feature your customers can place Sales Orders online by using the interactive online tracking tool Magaya LiveTrack The online sales order feature is available for the Magaya Supply Chain Solution and the Magaya Commerce System When a customer places a Sales Order online the information is sent to your Magaya system where the system checks to see if the inventory is available If no inventory is available you can configure your Magaya system to crea
17. Magaya Software Communications Manual The Magaya Network The Magaya Communication Server US Customs Applications Magaya Live I rack Online Tracking Magaya OnTheGo Remote Access Magaya INT TRA Ocean Carriers Messages Online Payments First Data amp PayCargo and more Magaya Software Communications Manual Table of Contents L Howto Use This Manual 52354 mE ERES 4344 ES ER ER ERES boas E E Ee ma 9 How This Manual is Organized llle 9 Mere to Fod CW usen aco he eho a eed ee 10 2 The Masaya NetWork 4s ato ule Sie dote e ase ais eselatd Spo dq e me ace ecd dope dud 11 PAM OCU CHOM ua o irent don o Ho BOOS Wa ee Ie ee ae ou qaippe decade oes 11 The Magaya Community Overview eee 13 The Communicanon Cete suu vou o vr e Svo eS eS WEN tee 15 Overview System to System Transactions llle 16 INVITATIONS amyacsinssenqa donis E a P donec m ERR EU e oed 16 send a Transaction from the Send Button 0 0 00 00 ccc eee 19 Whereis the Pile Saved aua aider 13 94 9021 Laos RU bes Fei toli oe D nd 21 NOCAS es n Sie seg cae See ee eee peace aaa Mame tan E d Sere 21 Send a Transaction from the Chat Screen 0 00 c cee ees 23 WOrk ie With Piles 3 2 PET e s tata ee ae aa wed ae Aa ee a ee aa eee ewe 26 Configure Outgoing Messages 0 cc ees 3l Configure Messages from Chat Screen 0000 eee 33 Configure Incoming VIeSSd96S dca avoue axo Ri RUE II RES DR Pokey yee 34 3 U
18. Select the reason code and enter the original BL number in the field This BL is an addition from original BL number HEOL 14 AMS Manifest Amendment Vvizard Add Bill of Lading to AMS Manifest This procedure will add the currently selected Bill of Lading to this Manifest in the AMS database AM5 Manifest Number O00003 Bill of Loading Number HBOL14 Reason for the Amendments Description Clerical error in manifesting per bill of lading in files This BL Is an addition from HBCIL14 anginal BL number Note If you sent a previous manifest with multiple BLs and one was rejected don t resend the entire manifest Just add the one BL corrected 73 CUSTOMS IMPORT REGULATIONS MAGAYA AMS MoVvE IN BOND CARGO Delete Bill of Lading from the AMS database Select the reason code HEIL 14 AMS Manifest Amendment Wizard Delete Bill of Lading from AMS Manifest This procedure will delete the currently selected Bill af Lading from this Manifest in the MS database AMS Manifest Number ODDS Bill of Loading Number HBOL14 Reason for the Amendments Code m Description Error in manifesting not laden on this carrier laden an subsequent carrier Far transportation to United States per evidence in files Move In Bond Cargo 74 An In Bond Movement is the movement of items without clearing Customs If cargo is intended to have a different port of entry than its arrival port the cargo can be mov
19. accounting transactions printing documents and labels warehousing and other operations features Getting Started Setting up Magaya OnTheGo requires the following 1 First configure your system to allow Magaya OnTheGo access 2 Second install Magaya OnTheGo in the remote laptop or computer that will connect to your system Follow the steps below to set up and use the program Configure Your System for Magaya OnTheGo Access A Activate Remote Access 333 CONFIGURE MAGAYA ONTHEGO The following steps illustrate how to give an employee remote access to your Magaya database Activate the remote access from your server computer 1 2 3 General ll Address Biling Address Other Addresses User Permissions Go to the Maintenance folder and click on Employees Double click on an employee s name or select the name and click the Edit button The employee s profile dialog box opens Click on the User tab Click in the checkbox to allow Magaya OnTheGo access Disable access for this employee Password 0 8 x Dan Can only see transactions from this division Allow Magara UnThelo access Allow Magaya Network access Allow Magaya Software API access Allow Magaya Ww MS Mobile access Allow Wagaya POD Mobile access Click the OK button to save B Set up the Network Enable the Magaya OnTheGo program to access your Magaya database by opening port 6110 TCP In your firewa
20. Activate Online Sales Orders for Your Customers 0 00000 eee 195 DIOUPIC OHIO sda eh bem eme uM DEM LUN ttu tee EUM eee ts 196 Managing the WebTrack User Data 0 0 0 0 00 ccc es 197 Inventory OFsaniZ6E 2 95 dr Eg Qa diae oe dec oa ena oo od deed died 201 roduc OTN uo ees ch tech hk UR sao REB ada dal hide Gita Sees RARE de NU EA oe ODE 201 Create dIC DODIES ai ie nick dde da hu toca aaa endure dede eruta rie cel ebd E 201 Add Inventory Items cocotte etes mm ok ea heehee swede bowen 204 Add Photo craps fO Te risus see to Emu GOES RE EARN EE Eure 205 ASSTER tems to H6 lbs uses bos oO ees ae eee ee eS oe eee 207 Add Resale tems assu mas ides oe 0G 1 Ree A ached ib d dta dodo tad cde oi Pot 208 vico Mer ERN 208 Handling of Expiration Dates for Items llle 210 View Resale Items 1m Lists osten ete sou m C rta i PUES EE Ee 213 Convert an Existing Inventory Item into a Resale Item 215 Online Sales Orders How to Place an Order 0 0 0 0 cece ees 216 Steps to Placeran Onder Cue 2m a thn Gan oO PROTON MP SUR DU ot eee ee ae terii 217 Online Sales Orders Processing osea ed cto o cd eo Binge fe ER pes Va 221 Automated Processing of Online Sales Orders 0 0 0 0 cece ees 222 Manual Processing of Online Sales Orders 0 0 eee ees 223 n culo M P rrr 224 6 Transaction DEACKIHD 45 4 0 231 6 20 0 9053 6x09 0o usta dtc aaiewe oe URL Sca b di
21. DVD Player gt Trowel GI 2 For partial delivery swipe an item to accept partial click the or sign to enter the number you deliver and click the Enter button Then tap the Proof of Delivery button below to enter a reason for partial delivery Tap here to use Bluetooth Scanner wr Proof of Delivery To enter a comment reason for the partial delivery tap the Proof of Delivery 303 COLLECT THE SIGNATURE The screen displays the partial delivery information Back AQ Scanner Bamboo Stakes 5 5 Tree staking twine Trowel Partial quantity dispatched After you scan the app automatically changes to the signature screen Collect the Signature Type in the consignee s name and they can sign the screen with their finger 304 COLLECT THE SIGNATURE Tap the Complete Delivery button to save the signature Proof of Delivery Name Type name here sign here Clear Complete Delivery Tap Complete Delivery button The status of the delivery is updated automatically to the Magaya database The task status is Completed and appears in the Tasks folder in your Magaya Explorer Customers can see the delivery details and signature online in Magaya LiveTrack 305 COLLECT THE SIGNATURE 306 11 MAGAYA SMARTBORDER ABI GETTING STARTED REGISTER WITH SMARTBORDER COM 11 Magaya SmartBorder ABI Magaya SmartBorder ABI Introduction Electroni
22. E 2013 ll Air a Ocean Oceanshipment56 4 Shipment58 shipment59 Master shipment E mee Bill of Lading Cargo Manifest Dock Receipt Master P documents E 2 Select from the menu as shown in the screenshot Click on the arrow on the side of the Customs button 1 on the Shipment Toolbar and select 2 AMS and 3 Manifest Create 9 Send EEI to AES EEI AES ResulEs dh Al carga for Ship S 1 0 00x0 0C In bond Information AMS Partners Notification Manifest Create vessel Arrival sel Departure AMS and ISF Results Permit to Transfer In Band Movement ABI Supplementary In Band Request 68 CUSTOMS IMPORT REGULATIONS MAGAYA AMS FiLE VESSEL DEPARTURE MESSAGE 3 The AMS Transaction Summary screen appears showing all the Bills of Lading in the shipment Any fields that need corrections are marked in red AMS Transaction Summary The following is summary of the records that will be sent ta US Customs IF some fields appear in red fis them before sendina the transaction The following i summary of the records that will be sent Records Fix errors marked in red Record ID 3 X ACR AMS User Code 4 A required fed can not be empty Password 5 EIE Application Identifier 2 al Date 5 100301 Make changes by closing the screen and returning to the shipment When you are ready select
23. Enter it in Maintenance Configuration US Customs or in the My Company Info dialog box on the General tab by going to File My Company Info Company Information General Address Billing Address Uther Addresses Contacts Agent IA T A cade FRC SCAC code or LIS i Customs code Be sure to include a Bill of Lading number in the Shipment data amp M Bh Hauses Add Doc Profit General Entities Routing Charges Events Delivery O if Outgoing i Loaded Shipment Name Shipment Bill of Lading Number 3 67TN4O0 Booking Number BR 5561 Executed Place Port Everglades For the Commodities in your shipment be sure to include these three ISF elements the country of origin the manufacturer and Harmonized Tariff 102 FiLE ISF Schedule code HTS code number on the AMS tab Commodity Identification EEI Hazardous SMS Harmonized Tariff Code LI Factory Car Order Number 0 NEN Country of Origin LI Manufacturer LI M Mandatory O Optional 103 FiLE ISF 2 Click on the Customs button on the Shipment Toolbar and select Importer Security Filing ISF M iw Profit Liquidation Transac Send Customs Commoad n a F dh EET F Send EEI to AES E Loa EEI AES Results i E All cargo for Shr Qi 5 26 Pipe In bond Information WP 25 26 P AMS Partners Motification W 20 26 Pip AMS Cz 1 on 43 Import
24. H Tasks i Quotations A separate tab opens displaying the list of transactions that need to be closed The columns in this list show the courier date and time the account used for closing how many shipments were closed and a transaction number that is used for troubleshooting Click the Add button to begin the Close of Day wizard Close of Day Wizard Welcome to the Magaya Express Link Close of Day Wizard This vazad vll assist you in finalizing al your pending shipments Please note tat pending shipments cannot be tendered bo the courier unti they have been ckeed After completing the wizard wou wil be able bo print all the documents validating the close process hick on the Next button to start The FedEx service marks are owned by Federal Express Corporation and are used by permiso m Cm Hep 388 FEDEX CLOSE or DAY PROCEDURE USING THE CLOSE OF DAY WIZARD The account that was used to create the shipments must be the same account used to close the shipments If all the pending shipments use the same account this screen in the wizard will not display it will move to the screen displaying all the shipments that need to be closed There are shipments pending to be closed For different accounts Please choose Ehe accourt For which you want bo clase the day Account Select account m In the screen displaying all the shipments that need to be closed click the Close bu
25. Items Details Deseri Pieces Part N Tracki Package LCD LED TV 20 TESTOT Box Gaile e Charges for Invoices Descr pt on Quantity Price Amount Description Quantity Price Amount Total wo taxes Tax amount Total amount an P a 6 197 MagayaTrack2Go Ch arges Crating Fee 1 00 30 00 USD 30 00 USD Ocean Freight Service 250 00 Ib 1 00 USD 250 00 USD 280 00 USD 0 00 USD 280 00 USD tail DETAILS 329 DETAILS Events Magaya Track2Go g Events Arrived at warehouse o Cargo has been picked o Cargo scanned in o History MagayaTrack2Go gf Clear Inv 117 hbol22 wh 186 o wh 102 Use the History button to quickly find recently viewed transactions You can use this to find the transaction number so you can check it again without having to call your logistics provider 330 COMMON ERROR MESSAGES Common Error Messages Error Message Remedy How to Use Verify that you have entered all the required information in the required fields Transaction not found Verify the transaction number was entered correctly If the problem persists contact you logistics provider to confirm the transaction number Could not connect to server Verify that the Magaya ID number is entered correctly Otherwise contact your logistics provider Error message screen for Transaction Not Found an P a 6 127 MagayaTrack2G
26. Jett Save button e ig 2 S amp g 4 Plax e amp d If the file is a Magaya transaction such as a Shipment then the Shipment transaction will be saved in the Shipment folder in your Magaya Explorer Other documents can be saved on your hard drive of your computer Magaya Explorer SF The File Shipment 5 was saved successfully Your system can be configured to overwrite files or not overwrite them when saving files See the section Configuring Incoming Messages Delete a File To cancel the transfer of a file You can also delete a file from this list to clean up the list after the file is saved to your system Communication Center Online Oy HwC Cargo Company 19020 Livel rack Customers a tropicall amp Demo Company 14991 I Jeff Delete a file 30 CONFIGURE OUTGOING MESSAGES Other Functions Delete Agent button Use this button to delete a contact from the chat screen Their network ID will be deleted from your system If you want to chat with them in the future you will need the ID number again Communication Center Online y HWE Cargo Company 19020 LiveTrack Customers S28 Demo Company 14331 Jeff Delete Agent button e Configure button For details on using the Configure button see the section Configure Messages from the Chat Screen Communication Center Online S HWE Cargo Company 19020 ie Live Track Customers Demo Com
27. Military 317 SCAN AND DECODE A VIN WITH WMS MOBILE Only the necessary fields are active the others are disabled in this screen As a result any vehicle entered will now have the field Include in EEP checkmarked automatically so that it will automatically be included in the EEI filing The vehicle must have a valid Schedule B code Save the information Extra Info If you want to perform some test shipments before sending real data to Customs click the checkbox Use Testing Environ ment When you re done testing be sure to uncheck this box Scan and Decode a VIN with WMS Mobile 318 VINs can be scanned with the Magaya WMS Mobile plug in application running on wireless handheld units SCAN AND DECODE A VIN WITH WMS MOBILE On the WMS Mobile handheld unit 1 Click the Manual Receive icon on the main screen S o uU Receive Move Pick e Messages lew Manual Eguipment Receive _ ee Lu AP Put Away Measure 2 Select the location nn Enter the location where you are going to receive the cargo Location RECOL Select Location S f 3 Enter the name of the shipper and consignee and other information as applicable 319 ENTER AND DECODE A VIN ON THE PC 4 Scanthe barcode on the vehicle The system searches for the VIN details The system displays it in the next screen lI WindowsCE File zoom Tools Help Warenouse receip E WHR Default E02 Storage
28. Mulch 0 Cypress Mulch 20 auto parts 5 auto parts Ceramic pots 12 Lengt 25 00 30 00 22 00 33 00 9 00 Widk 25 00 20 00 22 00 33 00 9 00 Open an item to view the details such as the Part Number if applicable model name or number status on hand arriving etc description dimensions and more Online Bookings Getting Started With the Online Bookings feature in Magaya LiveTrack you can give your customers the option to request a booking reservation to schedule their cargo on an air ocean or ground trip Online Bookings is a plug in for the Magaya Cargo System and for the Magaya Supply Chain Solution To offer your customers the option to make reservations online you must first activate it in your Magaya account Contact your Magaya representative to turn on the function How to Get Started To get started with the online bookings feature after it is activated for your Magaya account you will need to configure it and let your customers know how to use it 155 ONLINE BOOKINGS SETUP AND PROCESSING SET UP ONLINE BOOKINGS IN YOUR MAGAYA SYSTEM Start with the topic Set Up and Process Online Bookings This explains how to configure the feature and how to process booking requests that your customers send you from LiveTrack Here is the link to topic in the Magaya Knowledgebase http knowledge magaya com search setup_process_online_bookings Refer your customers to the LiveTrack4Users
29. Online Pickup Orders Getting Started leeeee 167 Introduction to Online Pickup Orders 0 0 0 00 es 167 Getin SEd est ny anes quema tob ursa pad emen elut cee Epid ume ute 167 Online Pickup Orders Setup and Process 0 0 0c ccc eee eee 169 1 Set Up Online Pickup Orders in your Magaya System 169 2 Process Online Pickup Orders in your Magaya System 170 Online Pickup Orders Make a Request 0 0 1 72 Howto Use Online Pickup Orders 5a REO TICRuce ERT EERE PERE ERE 172 Online Cargo Releases Make a Request eee wwe eee 176 Online Shipping Orders Getting Started e 179 BEFOGUG HO Das setene ei Dedit d deed Ped db d d oo dut iesus tt eeenguiste onesie tiet costes 179 Online Cargo Releases exea REIR REONE AERE REERE S E Ee 179 Geine Stared acit Gras FA Bech eee ks Bay eet th de aac ca A iu aM ath des 179 Online Shipping Orders Setup and Process 0 0 0000s 180 l Setup Online Shipping Orders 52 3 o2 26 ies 2 0d oS de eae actes 180 2 Process the Shipping Order in your Magaya System 182 Online Shipping Orders Make a Request 0 0 0 cece eee 183 How to Use Online Shipping Orders 0 0 0 ccc nes 183 Online Sales Orders Getting Started 0 0 00 nee 190 Online Sales Orders Sebup x59 san eR Ea elas oe eee E kee E 191 Configure Your Magaya System llle 191
30. Origin Destination 35199 ha Related Companies AES You can enter a port here or in the Port profile in the Maintenance folder Open the Port dialog box and click on the US Customs Codes tab Schedule D codes are US ports and Schedule K codes are foreign ports When you select the port of loading and the Origin US Custom code those codes will be associated together in your Magaya database and be available in the dropdown of the Origin code field making it easier to fill in the routing tab Mode of Transport This is found on the Routing tab The mode of trans portation is filled in from the wizard if you used the wizard to create the shipment 51 FiLING EXPORTS WITH MAGAYA AES 52 Carrier This is the Exporting Carrier field on the Routing tab for ocean shipments and it is the Carrier field on the General tab for air shipments Conveyance Name This is the Flight Number field for an air shipment found on the Routing tab For an ocean shipment this is found on the Routing tab in a field called Vessel Name Vessel Flag This is the country of register for this ship This field is only applicable to ocean shipments Use the dropdown on the Routing tab to fill in this information Conveyance Name Stadt Hannover Vessel Flag PAN ANA Related Companies Mo Weaver of Prior Notice Mo Hazardous Cargo Mo Routed Transaction Flag Ma Related Companies This is a Yes No field The data is gathered from
31. This section is only included in the EEI if you are a freight forwarder and enter a company other than your own in the Freight Forwarder field on the Entities tab for the shipment The Freight Forwarder is the person in the United States who is authorized by the principal party in interest to facil 55 FiLING EXPORTS WITH MAGAYA AES 56 itate the movement of the cargo from the United States to the foreign destina tion and or prepare and file the required documentation This section is conditional optional based on the party filing the EEI All the fields for the Freight Forwarder are found on the Entities tab in the Ship ment To make changes click on the dropdown menu to open the Freight Forwarder s profile or click on the Lookup button for the entity and make the change there The Lookup button is available for all the entities on the Entities tab and it works the same way for each Any change made in the Lookup dialog box will be copied into the profile for that entity and dialog box Hauses Add Dac Profit Liquidation Trans Genel Ens Bouin Charges Events Delivery Attachme Shipper Address Lauderdale Logistics Ed Mame Art Supplies Address Miami FL 331 ERI UNITED STA Sheet i Humber ATE 17h Sbeel s Ns City Ft Louadendiale Lookup button Country UNITED STATES Sue Regen FL Zi Lade 31245 Client to bill Ultimate Consigne e Japanese Garden Cor T
32. Tropical Landscaping 5 hours 9 mins 31 Qty 35 3988 mi o ABC Sporting Goods Inc 2 days 23 hours 27 Qty 62 Oo Saks Fifth Avenue Tap tasks to accept them The Pending Tasks list displays the tasks assigned to you and the generic tasks that are not assigned to a specific user or any notes Tips e To open a specific task tap the task To search for a task you can search by entering a consignee name or task number in the search field at the top a To see a map of all the tasks tap the Map button The map screen shows all the tasks and the best route between all the task locations The system automatically calculates the distance and estimated arrival time to the delivery address from the phone location To see the details of a task tap the map marker To accept the task from the map screen tap the Accept Task button 299 SELECT TASKS AND DISPATCH ITEMS 300 The bottom toolbar show the total tasks pending and what you selected to dispatch To refresh the Pending Task list swipe down To view the item details before accepting a Pending Task tap the arrow button for that task Offline mode is available if you work in an area that does not have a strong or reliable Internet connection Select Offiline from the Settings menu via the More button before getting the Tasks This will save the Tasks and all data on the mobile device and upload it later when recon nected W
33. and enter the time of day they arrive at your facility Shipment Units in lb Processing tine 1 day s al HandofF pickup time 2 00 00 PM The processing time affects the shipping date suggested in the courier wizard when you request package pickup For example if you select one 1 day processing time in this screen the system will offer the shipping date as tomorrow which is one day after creating the request This gives you and your staff time to prepare the package The Handoff pickup time is also carried over automatically to the courier wizard screen so you do not have to enter it each time This configuration can be changed here any time or changed per shipment in the courier wizard screen For domestic shipments use inches and pounds Note The checkbox to enable test shipments is only using during testing Configure Tracking 346 These Tracking options tell your Magaya system how often to check with UPS or FedEx to get updates Tracking Allow manual update of operation status Accent tracking terms and conditions for couriers Enable automatic package tracking Stop tracking after 30 davis Tracking schedule Allow manual update of operation status Check this box to allow users to click on the Actions button in a transaction such as a Cargo Release to change the status from In Transit to Delivered etc If you do NOT check this box users will NOT be able to change the status The only s
34. e Configure Select this to open the dialog box for the Magaya Communi cation Server 260 MAGAYA COMMUNICATION SERVER USER INTERFACE The dialog box for the Magaya Communication Server Agent opens lcommunication Server Configuration 5 Magaya Communication Service Default Online through Gateway System ID BD System Information Bs Connection User Information i e mail Server 99 Tracking System Information T System Type Magaya Supply Chain Solution Tvpe Available Local Licenses 3 Remote Licenses 0 WETS Mobile Licenses 2 POD Mobile Licenses 0 Mame Enabled Magaya AES U5 Customs Yes Magaya LiveTrack Yes Magaya Transaction Tracking Tes Magaya WMS Mobile Yes Magaya AMS US Customs Airl Ocean Tes Cancel The dialog box has buttons that are used to display different views This screen shot shows the System Information view with details such as the software you are running your system ID the status Online through Gateway and the licenses and plug ins activated Click on the Connection to view the server address network interface and port The port can be changed here if needed Gs Connection 3 4 User Information Magaya Network Connection Server Address Magaya net The User Information screen shows your company name business address email address and system ID a 261 MAGAYA COMMUNICATION SERVER USER INTERFACE 262 The E Mail Server
35. etc Zaheer Ewan ahouse Receipts F Invoices ue is Dashboard 5 Today Shipper 9 J InPt This week 2011 Orlando Garden Quotes D InPr This week to date 2010 Orlando Garden D In pr This month 2010 Atlantic Surplus Ae iD In Pr This month ta date 2010 Orlando Garden B s gs Ww Int This year 2010 Tropical Landsc J In Pt This year ta date 2009 Mexican Furnitu J In Pt Yesterday 2009 Mexican Furnitu ee A Qi Celi Last week 2009 Caribbean Flow Last week to date sci Last month To select a specific date range select Custom in the Dates dropdown Use the dropdowns for From and To to select the dates from the pop up calendars a Dashboard iz Warehouse Receipts E Invoices Sales Orders Dates Custom v From 02 05 2015 9 ra 02 05 2015 3 Status 7 Date February 2015 Carrie c Delive 10 2011 i2010 15 2010 select Custom then click on date in the calendar C J Delivt C Sugal l 19 20 LD In Proces Osf24 2010 t Deliv Zo 2B ZU W In Transit WH 56 O35 12 2010 D Ande J In Process Gon ugal gi I P 43 o 6 29 2009 5 J In Process Coz ug l ip ine 42 06 29 2009 5 Qi Delivered 41 O4 23 2009 Ge To widen a column drag the column header to the desired width To rearrange the order of the columns click and drag the column headers to the desired place 147 LOGIN AND NAVIGATE THE LIVETRACK INTERFACE THE
36. see the following topics to learn how to e Set up Transaction Tracking in your Magaya system e Send your customers a Transaction Tracking message Set Transaction Tracking per customer Video See the following video tutorial on Transaction Tracking http youtu be Sr4Cmy5sVwU 228 TRANSACTION TRACKING SET UP Transaction Tracking Set Up 1 Goto Options and select Configuration Alternatively you can click on the Maintenance folder and select the Configuration subfolder 2 Scroll down the icons list and click on Transaction Tracking Sle Edi 24e Goerebon Manbaa C Ifhpnerb Magara Hasvak ecou tra Fserit ntbians Help j i zm B 5 2 p T c OQ we 8 a gt w X he gt Berk Ar crean Sond Frink Fix Hacwork E Se Meneua Weber az t dil Tasks Transaction Tracking x dE gutara m l du obs Incomine Allow by Trans action Tracking x qf Bookinos met ied Ra Ths folowing tranzacbon amp ypes can be adad wang Er Traresctan raczhng E E Warehousing 7 Guotations w invoices Ez quaratien x Carers gl ap g Johs Formaning Agenis oe ui H E warehouse Providers sages ch p Crdars Purchase Orders a Cushman B A ers mn Pecepts v Saker Coders Vercuars ir Separa 7 Carga Peleus omperny T spa contats S Shipments 3 Ports Cure p Configuration low thee dient tz newigace Eu related brarsections Alos tha denk bo yew Era Changes eden Irexkin
37. the system will get your rates for the shipment This rate is the total price for all the packages in the list if more than one package for this customer These are the rates you have based on your account 368 REQUEST UPS SHIPMENT FROM A CARGO RELEASE GET RATES with UPS The rate includes the markup you set in the Configuration screen Select the rate you want Date Shipping dev Saturday June Services Service name UPS 2nd Day Ak A M 08 2013 Handoff pickup time 2 00 00 PM Estimated arrival 612013 103000 4M F Cost USD 65 02 UPS 2nd Day Ain USD 55 49 6911 2013 11 00 00 PH UPS Next Dav Or Saver LISD 87 56 6 10 2013 3 00 00 Pr UPS Next Day Ain Early A M 0B USD 170 12 6 10 2019 8 00 00 AM UPS Next Day Aint USO 104 12 amp 10 2013 10 30 00 AM Service UPS 2nd Day Ar A M Service cost USD 65 02 Estimated pickup WAAD Estimated arrival lll 2013 10 30 00 AM If you have UPS boxes you can use them to save entering dimensions every time you ship See the section Matching Package Types If you select a UPS Express box the system will give you air rates such as Next Day Air For ground rates use another package type such as a box Double click on a package to see options as needed Package Options Description Packaging L Dry ice Weight Regulation e The Large Package an expensive option Container 345 UPS Express Boxit Large Large pack
38. 2013 01 48 PM Doloseo Par Hrgninictreatar The first screen in the Magaya Express Link courier wizard opens It is filled in with all the information from the profiles from your customer supplier and other entities This is where your preparation pays off because all you have to do 364 REQUEST UPS SHIPMENT FROM A CARGO RELEASE 2 SCHEDULE A UPS SHIPMENT is click Save amp Next If anything is missing the system will tell you AII fields in bold are required Magaya Express Link courier wizard fargo Releszez Courier his ians Wirid Operation Entities Please venly the ense iniasmation below end change eru value necessa Charges on this paces wil nol be mellacted in the oignal operason AN Account TIO9OF Description Magaa Test Account Recipient Company HWC Cargo Comoanr BTE T dendo Garden shop E Indude company name Fy inckade First name Marie First name Renee All this information is filled in from your system automatically al codes 3372 sa Phone 205 555 7700 Ext i Phone 1 800 555 9000 Ext Email mectertimagays com i Emak reneeb iorlsncoganden com Origin Ella account Company HA Cargo Compar Lg Company FAM Cargo Compar Ls 7 Ircdude company name Account ios F First name Marie First rye Marke Last name Etzler Lastname Etzler MERR GPSS Nw 18 Terrace STIE Ne lB Terace Street City Marsi Cy T Ba Posta
39. A PICKUP ORDER 2 SCHEDULE A UPS SHIPMENT 2 Verify the information in the first screen The fields in this screen are filled in from the details in your Pickup Order Preparing this information in advance pays off here because all you need to do is click Save amp Next Important information to know about this screen e All fields in bold are required e The system will prompt you for missing information e The Billing Account is the company that will pay UPS for the transporta tion charges For third party billing see the section Third Party Billing NOTE If you add information in this courier screen it will not update in the entity profile in your Magaya system It is recommended that you ensure 353 REQUEST UPS SHIPMENT FROM A PICKUP ORDER 2 SCHEDULE A UPS SHIPMENT the profiles are complete to speed up using this courier screen for each shipment ipkug Onders Tauts Inbertace vua 3 peratinn z Entities Please aile lhe atier romana below and charge am values il nszeszan Change on this page vill mot bz refiscred in Hae micia operation Des pdon UPS Test Aecsuant Bald fileds are required Accent 718023 Zener Teigen Company AX Sporting aod irc n Company Usceyre Uke Skap hg air dide comaarrg peme v ive compensy nama Firsk ince First reise Last manips Last name 34D Paatree Trest 100 Hache Cr tan Street Street City Adata
40. A PICKUP ORDER CANCEL A UPS SHIPMENT REQUEST Link operation not the CR If you already generated charges you have to delete the generation from the CR s Charges tab and delete the invoice and bill 1 Click Cancel gt ua Options Transaction Listing Verify Packing List r O om an do Company Print labels view labels J5 Update events Exclude From Tracking Magaya Express Link 18 Cancel Magava Express Link operation Select Template History 2 Then click Delete _ 3 4 gt im Actions zoom Options Transaction Listing verify Packing List Exclude From Tracking Magaya Express Link d Delete Express Link operation Request a FedEx Shipment from a Pickup Order See the section Prepare Data Before Shipping to ensure you have all the ship ment data needed for the entities involved in the shipment request 373 REQUEST A FEDEX SHIPMENT FROM A PICKUP ORDER 1 CREATE THE MAGAYA PICKUP ORDER 1 Create the Magaya Pickup Order The information you enter in the dialog box to create the Pickup Order is used in the FedEx request so you don t have to retype anything This example shows a domestic FedEx request For international shipments use the Magaya Shipment not a Pickup Order See the section on international ship ments with FedEx e On the Carriers tab select the Inland Carrier If you ship directly with FedEx select them from the list
41. Add any routing instructions as needed Select the clauses needed Examples are Freight as agreed or Laden on Board SEND SHIPPING INSTRUCTIONS TO THE CARRIER 7 The Description of Goods is filled in automatically pulling the informa tion from your shipment Uncheck this box to remove the description if you don t want it sent to INTTRA 8 The field Send shipment notes is also gathering information from the shipment and displaying it here Uncheck this box to remove it 9 The Charges section is optional For example if you do not have charges entered in the shipment transaction yet but you know they will be prepaid or collect etc then you can select the type of charge here to send the data to the carrier 10 Enter the number of Freighted and Unfreighted Bills of Lading you want printed for the carrier The options are Original or Seaway Express 11 Click the Save amp Next button 12 The next screen displays a summary of the message that will be sent to the ocean carrier If the Status of any field is marked in red it must be corrected before sending Click the Close button to return to the shipment to make corrections See the list of fields below to find the tabs to edit The Shipping Instructions will be saved if you need to leave the screen and return to it to continue Shipping Instructions Action Original document 000001 Date 03 25 10 02 50 General Category Value Status Service Type Po
42. Add more as needed Options _ Saturday delivery Documents only EJ Shipment options E oo Notifications Delivery Exception Shipment Enable this notification Enter up to Five Email addresses IF left blank the sender s Email address will be used by default chrisibiscvane com v In addition to this notification or instead of the other option is to use Magaya Transaction Tracking from the Cargo Release Magaya LiveTrack or Track2Go See the section Tracking for details 367 REQUEST UPS SHIPMENT FROM A CARGO RELEASE GET RATES g B Select package level options as needed such as Delivery confirmation or COD terms You can require a signature for only one package in the ship ment or more than one package Delivery confirmation For pkg 2 Confirmation Signature required v Delivery confirmation Signature required Date Shipping da Saturday June 08 2013 COD is Collect on Delivery to receive payment upon delivery of a package A COD notice is printed on the label Delivery confirmation Far pkg 2 Confirmation Signature required he Delivery confirmation Signature required Date Shipping day Saturday June 08 2015 C Click the Get Rates button Change the date or time for the shipment if needed the date and time shown here are set in your Configuration screen Get Rates When you click Get Rates
43. BY INDIVIDUALS OF PRIVATE AGENCIES Measurement Quantity 1 Quantity 2 Value 3 0 00 License Type ECCH License Humber rigin License Value U State af origin Export Code Is Vehicle Vehicle Military UE Cancel Help If the item requires a license also enter the license value of the item The value must be entered in U S dollars using whole numbers only omit cents The value does not include overhead such as insurance or domestic freight This value is the corresponding export license value represented on the license not the value of the item itself For example an item value maybe 30 000 The license value may be 100 000 Verify the value in the Commerce Control List CCL Routed Transaction This Yes No field is on the Routing tab and it is called Routed Transaction AES check the box if the transaction is 53 FiLING EXPORTS WITH MAGAYA AES 54 routed A routed transaction is a transaction in which the Foreign Prin cipal Party in Interest authorizes a US agent or freight forwarder to facili tate export of items from the US on its behalf and to prepare and file the EEI on its behalf US Principal Party in Interest The USPPI is the usually the shipper of your shipment it can also be the person or entity in the United States that receives the primary benefit monetary or otherwise from the export transaction This is required for all EEI filings Mame HC Car
44. Bill must be a client that is set up in the SmartBorder system 2 FiLE ABI TRANSACTIONS The carrier must have an SCAC code For ocean enter a vessel name flag country and voyage identification Schedule K and D codes are recommended On the Shipment Toolbar click the arrow on the side of the Customs button and select ABI gt Export to SmartBorder Send EEI to AE5 EEI AES Resulks All carga for Ship 1 pallet 40 In bond Information Qi 1U Supplies AMS Partners Notification Ui 30 18 38 AMS WwW 10 20 43 AMS and ISF Results Export to 5markBorder Retrieve latest updates General Information A dialog box opens asking you to verify if the shipment is ready to be sent to ABI Click OK to continue or No to return to the shipment screen After the shipment is successfully sent to SmartBorder the Magaya system displays a confirmation screen Magaya Explorer i The entry was created successfully SmartBorder Number 20660019 Customs Entry Number 0000162 6 The SmartBorder number is a unique number that identifies this ship ment in the SmartBorder system The Customs Entry Number will iden tify the shipment to Customs These numbers will be saved in your Magaya system and you can access them in the General Information 313 FiLE ABI TRANSACTIONS 314 3 4 screen that is available from the Customs button on the Shipment Toolbar General Information Entry Num
45. Bill of Lading Quantity SAC Send Customs Commod Actions ea Load uH Add i linnad OH penack UU ira Edit Send EFI to AE5 d a car T FF EEI AES Results O In band Information AMS Partners Notification AMS Add Bill of Lading to AMS Importer Security Filing ISF Delete Bill of Lading From AMS AMS and ISF Results Update Bill of Lading Quantity ABI Permit to Transfer In Band Pavement Supplementary In Bond Request 2 Inthe wizard screen that opens enter the reason code for the amendment by using the look up button with the three dots Update Bill of Lading quantity to AHS Manifest This procedure will update the quantity of the currently selected Bill of Lading in this Manifest in the AMS database AMS Manifest Humber 000003 Bill of Loading Number HBOL14 Reason for the Amendments Code ag Description Clerical error in manifesting per bill of lading in files 3 Click Save amp Next and verify the information before sending it 72 CUSTOMS IMPORT REGULATIONS MAGAYA AMS AMENDMENTS TO CHANGE A MANIFEST To change any other information besides the quantity on an existing Bill of Lading first delete the Bill of Lading make the changes in your shipment trans action in Magaya and then add a new Bill of Lading To add or delete a Bill of Lading to a House click Customs AMS and select the option needed Add a Bill of Lading to the AMS database
46. CHARGES Generate Charges To generate charges go to the Cargo Release click the Charges tab click the Generate button Courier cost expense and fee income Cargo Release E3 General Inland Carnie Commodities Charges Events POD Attachments Notes Intemal Note Status Desciptidn Prepaid Quantity Price Amount Apply to Add 3 Open Trowel 4 Yes 3 00 5 25 15 75 Canbbean Flower Comp Open DCouner Cost Yes LIPS Ground Open LounerFee Yes Orlande Garden Shop Generate charges Totals 4 Generale Expense Income Proft USD 65 02 USD 8377 USD 28 75 The Charges tab shows the Courier Cost and Fee added to the Cargo Release transaction When you click the Generate button the system generates the customer s invoice and your bill and saves them in the Accounting folder The invoice will be generated for the client to bill that you selected on the Consignee tab You can send the invoice to the customer just as you would send any other invoice by emailing the document or a tracking link or by sending it to the online payment system if you set up this option for this customer Your bill is saved in the Bills List Cancel a UPS Shipment Request If you need to cancel a shipment request go to the CR click Actions gt Magaya Express Link gt cancel Magaya Express Link operation Then delete the Express 372 REQUEST A FEDEX SHIPMENT FROM
47. Company Profile x i Messages For more details see the section The Magaya Community Overview The Messages folder can be expanded to see the subfolders inside it Fie Edit Sales Operations Maintenan mi a O O 2 Back Air Ores E E Magaya Network d Community Ae Ocean AMS and ISF XE Air AMS eA 2 Ocean Carriers Messages hes 2 Magaya Express Link Outbox Shows messages pending to go out Inbox To view messages received Sent To view sent messages US Customs Messages To view all messages related to the Automated Manifest System Ocean AMS ISF and Air AMS Ocean Carriers Messages This displays all messages sent or received directly from ocean carriers using the Magaya Ocean Carriers Interface plug in with INTTRA e Express Link Messages from couriers such as UPS and FedEx For details on the US Customs Messages folder see the topic US Customs Messages 12 THE MAGAYA COMMUNITY OVERVIEW The Magaya Community Overview The Magaya Community provides a directory of all the companies that are part of the Magaya Network including your company You can access your company profile search for other Magaya users and chat with them With the chat tool the Communication Center you can communicate with other Magaya users and with your customers who have a Magaya product or who are using Magaya LiveTrack You can also send and receive Magaya transactions from within the chat scre
48. Ground Ocean AMS and ISF Dates Thiz month to date w Direction Date i m Sent ES i US Customs Messages ah ap Ocean AMS and ISF va Air AMS Ocean Carriers Messages Customs Messages E i Tasks 8 Quotations Error Messages AMS manifest create messages ie TEST if J waj Sep be php LES ST DEY Lirecten Lig rr di Lre gual Fi ure Eygi imien Pepi 1 mA de Dubgeeng CaN M nden in tl 2 LB roe Chr Munduri wars Troon Aor Ero TE BAL ALBA OLE La ra Fia 3 2 B guae CS er iaeei epee Tiere 1 icon Pari Hipi 2 Line 2 the result showing an amar Line 3 the resuk Showing the ero was corected uie imn Hop Fares 1 Acton aer If you receive an error message from Customs see the details about the error codes by going to the Downloads page of Magaya com Other Ocean AMS Procedures Report Empty Containers When empty containers are imported into the US Customs requires notification Declare empty containers on the manifest via BL type previously a separate application needed to be filed 1 Click AMS gt In Bond Information and select BL Type 2 Empty equip ment instruments of international trade 2 Review the summary screen and fix any errors before sending the notice 87 CUSTOMS IMPORT REGULATIONS MAGAYA AMS OTHER OcEAN AMS PROCEDURES Requirements to file Empty Containers transaction The container m
49. Guide located on the tracking page which explains all the features in the tracking including how to use the dashboard menus and lists If you only want to give them information about online bookings give them this link to the Magaya Knowledgebase article Request a Booking Online http knowledge magaya com search online booking request Online Bookings Setup and Processing This topic explains how to set up and process booking requests from your customers Set Up Online Bookings in Your Magaya System 156 You can configure your Magaya system to handle online bookings either of two ways 1 to accept any bookings your customers enter or e 2 touse trip information in your Trip Schedule to create bookings Note The steps for adding Trips is explained in the Magaya Cargo System Operations Manual in Chapter 13 ONLINE BOOKINGS SETUP AND PROCESSING SET UP ONLINE BOOKINGS IN YOUR MAGAYA SYSTEM Configure your Magaya system to accept online bookings 1 Goto the Maintenance folder gt Configuration gt Online Bookings piso Bad bir Moca Gaurd Print Frid H k Task p 8 Eungieakebueik ia 3 ig cus Online Bookings w Guts ooe i E be qe Jn ip Q5 Rocking Ep ET Ularehousing 7 EE Peintenence a Lanes B ey mena Agen e D wedais Provider online Bookings Process booking requests automatically Booking will be assigned Response to the client when processing requests
50. INCLUDE A VEHICLE IN A SHIPMENT Click the Vehicle button The Vehicle Data dialog box opens displaying the data automatically gathered from the VIN Vehicle Data Type ID Trim Level C230 ID VIN displays here Class Small Car Tithe Type Passenger Car Tithe State Manufacturer Mercedes Benz USA Inc MB Model Year 2007 Body Type 4 Door Sedan Make Mercedes Benz Counte GERMANY Model C Class Engine Type vg 2 5L You can enter information in the other fields as needed Include a Vehicle in a Shipment Vehicles can be loaded in export shipments with all the vehicle information necessary to file the EEI for each vehicle Create the shipment as usual For help creating shipments please see the Ship ments chapter of the Magaya Cargo System Operations User Manual If a vehicle was received in a Warehouse Receipt WR select the WR to add the vehicle to the shipment If the vehicle was not received in a WR scan the VIN barcode with Magaya VIN Decoder or manually enter the VIN If you config ured default EEI data it will populate in the Commodity dialog box Shipment 01 Web EEI Shipment 01 Setup EEI Information for Shipment Items Shipment items has been grouped by VIN Schedule B code Part Number and Descriptic on Details For Your convenience for each group the system has calculated the total a Include EEI Group Description Pieces Value vf Yes VIA 2010 PORSCHE 811 CARRERA C
51. Oty Ker Eran State E Postal code 30506 Stabe A O Postaloode 33 7z Country UMN STATES yt Launtr y UNITED STATES Resides Kiel area T FRasxentia arms Phane Ext Phone Ext Email Emak Origin Sing account Company Ae Sporking Gaadk Irc Lompanr Hi Cargo Cempeny w v Trchade compar rame Account TlC98l FirsE now oOo O Frst mama Mare E manic Lest name Etzler 340 Pascteres XT sireet Street Lityz aarts e OP Mani ac re joo Postal code SUG Stara L Postal onde 33177 ccs ERE l cans Bre Hvi 18 Terrace Residentiol area Phan E t Phone Ext ae 1 mk ais mial Payor Ptr Compare E LIPS The LP Ss Shield naderawk e LS Resty mak Hin LIESS Diacielizrreri Hi mark snp the cedar Tenn ae Geer af nitas Parcel meine n America Tre z ghe Reseried The Sender section in this screen pulls information from the Shipper field in the Pickup Order The Origin is the Pickup Location field on the Shipper tab The Billing Account is from the Issued By field of the Pickup Order s General tab 3 Click Save amp Next 354 REQUEST UPS SHIPMENT FROM A PICKUP ORDER 2 SCHEDULE A UPS SHIPMENT The next screen enables you to set the delivery options at the shipment level and the package level and select the rate Fk Orders Curier Iner aez v zar 5 hipisent Aat
52. RESALE ITEM Convert an Existing Inventory Item into a Resale Item An existing inventory item can be changed to a resale item 1 Open the Inventory Item Definition dialog box and go to the Accounting tab Inventory Item Definitions Unitary Value 45 00 Purchase ltem Sales Iter Inventory Type FEFL First Expiring First Out Costing Method Specific Identification v Commissions Minimum Stack 29 Replenishment Preferred Vendor When reaches its minimum stack Alert Employee lene Taylor f Alert Client by Email Place a purchase order to its preferred vendor Quantity to Order 10 Codes HCM Code Cancel Help 2 Fillin the value for a unit unitary value your purchase price this is optional in this screen The price from the Purchase Item field will be used in POs and the price from the Sales Item field will appear in Sales Orders Click on the Purchase Item field and the Sales Item field to create these If the Purchase Item and or Sales Item are not available in the dropdown menu click the plus sign in the dropdown menu combo box to create the items For more details on creating Items and Services see the Magaya Software Accounting Manual Fill in the other fields as needed 215 ONLINE SALES ORDERS HOW TO PLACE AN ORDER CONVERT AN EXISTING INVENTORY ITEM INTO A RESALE ITEM 3 Click OK to save Online Sales Orders How to Place an Or
53. Rates LE Accounting A EJ Outgoing Shipments Sustem Alert myel 2008 Online Bookings Make a Request Your logistics provider has given you access to online tracking with many options including requesting a booking to ship freight Follow the steps below to make your request 161 ONLINE BookiNGS MAKE A REQUEST How TO USE ONLINE BOOKINGS You can access the online tracking either on your logistics provider s website or at https tracking magaya com How to Use Online Bookings This example uses a demo customer named Tropical Landscaping called Tropical to illustrate how to request a booking online 1 Click the Bookings icon in the menu Note If you have requested a booking in the past it will be displayed in the list for the date range selected Select the dates by clicking the Date fields in the toolbar The list can display a Standard View or a Transport Mode View which shows the mode of transport and the consignee by default You can change which columns to see by clicking the Actions button and selecting Choose Columns You can also Filter the list to view only certain trans action 2 Click the Add button to create a new booking request ha 3 Dashboard Cargo Detail e Bookings i Dashboard Dates All v atus Tvpe Mame Date Departure Arrival Dat 1 Select Bookings Vlosed 17 O3 z
54. S Customs Applications 45s ed E Rx SRI EUR ERU RH RR Yea Eee ae 41 Configure Customs Options in Your Magaya System 000 000 42 Customs Regulations for Exports Magaya AES LL 46 Gene STATIC 4 dese wee quoda peret do aie d dt duco ie agde a dia eae a 46 Filing Exports with Magaya AES 0 0 ccc e 47 AE SUNG i M DTP DRE a a ra eera 62 Customs Import Regulations Magaya AMS cece eee ewes 64 Introduction to Magaya AMS for Ocean Imports 000000 64 Gene Stano uta wore Rica a T Ae viste tope uel ra e Is 64 Magaya Ocean AMS Procedures Overview 000 cee ee eens 65 Seda NIAMIIESE o 40565 atts hth te Rl date do ee ded fen ead Get 66 Pile Vessel Departure Message irum V LSU c Wa REL RS Ga Re n 69 File Vessel Arrival Vessd9Q as cts ahs oie ERREUR ee a ke ate ee eal 71 Amendments To Change a Manifest llle 71 Move InsBond Cate 0 woes th bene EE E ba Ed ec turis dnd 74 supplementary In Bond Movement llesseeeeens 82 Permitto Transfer GO0dS xen e eer VR SOL R 8 A OE 8 84 View Results VIC SS age 25 enciende eae Een Y EET aU eee ee eee eae 86 Other Ocean AMS Procedures 0 0 0 0 ccc eee eee 87 Magaya Air AMS Overview ccccccccccc secre ce eseereceeseeens 90 File an Air Waybill 4 404494 eee eee bU cae D Re vere Y rea 9 lile 3 Departure dNOLGCE a dax d ter Rr EDU AR EE A uet sS 93 Query SlIpieBne status 2 64ers Rieter ERE te hee
55. SET USER PASSWORDS AND PERMISSIONS To give your customers passwords and set permissions to access Magaya Live Track follow these steps 1 2 Go to the Maintenance folder gt Customers File Edit Sales Operations Back Air E E Magaya Network mq Tasks i 8 Quotations pe Jobs Bookings Warehousing B 42 Maintenance Carriers 3 2 vendors 2 Configuration i ipe Accounting E E Oukgoing Shipments E LEM Incoming Shipments E Miscellaneous Maintenance Shipment Magay b a Ocean Ground Customers Customers MH ame 4 Esmeralda Farm a Tropical Landscaping 2 Canbbean Flower Company 5 Julia Cruz 2 Ed s Crane Service a HK Forter a Bogota Bike Shop Cervelo Bicycles a Buyer 1 5 Art Supplies 5 rami Intermatianal Airport 2 Deco Truss Ca 4 Steelworks Fabricators a Atlantic Surplus a Biscayne Bike Shop D b e d l eLi Note This example shows how to set up access and permissions for a customer The steps are the same to allow access for individual contacts within a company or forwarding agents Click on the customer s name in the list to highlight it 131 MAGAYA LIVETRACK SETUP SET USER PASSWORDS AND PERMISSIONS 3 Access a pop up menu by right clicking the customer name or via the Actions button and select Allow Tracking File Edit Sales Operations Maintenance Shipment MagayaNetwork Accounting Reports amp BB N BP Bw
56. STEEL NO O 8455300050 ROLLS FOR ROLLING MILLS CAST STEEL EK O 8454200010 INGOT MOLDS FOR STEELINGOTS ML Description This is a description of the item based on the Schedule B description found on the EEI tab of the Commodity dialog box Vehicle Title If exporting a vehicle the title number will display here 59 FiLING EXPORTS WITH MAGAYA AES e Vehicle Title State If exporting a vehicle the state that issued the title will be displayed here e Second Unit If the item has a second unit it will be displayed here Second Quantity If the item has a second quantity it will be displayed here Commodity Code This is the Schedule B code This field is required depending on the export code used ECCN The Export Control Classification Number is 5 characters alpha numeric and is used to identify items for export control purposes ECCN s are on the Commerce Control List which is found in Supple ment 1 to Part 774 of the Export Administration Regulations EAR Marks and Numbers This is an optional number that identifies the boxes or packages of the cargo It can be the number of the Pickup Order or Warehouse Receipt The number is in the Cargo List next to the item description depending on the columns you have selected in your Cargo List To change columns use the Commodities button Origin Indicates if the goods are domestic foreign or military This is found on the EEI tab of the Commod
57. Send EEI to AES EEI AES Results W 55 Sagopa AMS Results ABI 62 AES RESULTS In the dialog box that opens the results with the XTN number it is your EIN and the House number and other information will be filled in AES Results SS Ss General EEI Successfully Sent ATM Number 12345678854 12 5647388 Filing Date March z 10 201 AES Shipment Status MORESPONSE An Internal Transaction Number ITN will be sent to you from US Customs by email as a receipt and is required before the cargo can be exported When you receive it the cargo can be exported Note The XTN serves as a shipper s reference number It is not proof of filing the EEI The ITN is proof of filing the EEI AMS and ISF results are also available in Warehousing Shipment List Click the Detail button and select AMS and ISF Results from the dropdown menu at the top of the list 63 CUSTOMS IMPORT REGULATIONS MAGAYA AMS INTRODUCTION TO MAGAYA AMS FOR OCEAN IMPORTS Customs Import Regulations Magaya AMS Introduction to Magaya AMS for Ocean Imports The US Customs Automated Manifest System AMS is designed for electroni cally filing shipping documents in advance of the cargo arriving in the United States to speed the flow of cargo Magaya offers an AMS plug in for ocean and air shipments that is available for the Magaya Cargo System and
58. Shipment OO uo d d Back Ground f neler ne Carriers Forwarding Agents Payments Warehouse Providers Customers Fike vendors Te Salespersons U5 Customs Contacts systems Employees Ports us Incoming Messages S Accounting E Outgoing Shipments ays LM Incoming Shipments re Miscellaneous Outgoing Messages E i mE 2 g g B amp g The options in the Incoming Messages screen are used to tell the system if you want to automatically save messages and what folder to place them in The automated saving function is checked and active by default If you uncheck a Save button here the system will prompt the user to ask if they want to save each document received 35 CONFIGURE INCOMING MESSAGES The Incoming Messages screen has the following options Incoming Messages Documents amp Folders Shipments Automatic save of received documents Automatic save of received shipments Default folder Miscellaneous Overste existent shipments Overnarnite existent items Automatic save of received folders Overwrite if created by this company Default folder Miscellaneous Default folder Incoming Shipment Warehouse Receipts Acknowledges Automatic save received warehouse receipts Automatic send received shipment Overvwrite existent if created in this company acknowledge Ovenanite existent if created Automatic send released shipment by another company ackno
59. User Cade SCAC code Maniest Sequence Number DODOLI CI Use Tasting Environment Papeete in bond Number This company files the AMS as a VOCE Selb Air ahs AM5 User Cade Use Testing Environment v Do rot encaypt AblS tranzactionz AES Drei LU seer rires Pared minimi Use Testing Ereeiroresent Note The US Customs configuration options are available in the Magaya Supply Chain Solution and Magaya Cargo System software products Use of these functions requires activating the Magaya plug in for your account You also need codes from Customs Contact your Magaya Logistics Advisor with questions CONFIGURE CUSTOMS OPTIONS IN YOUR MAGAYA SYSTEM Enter your SCAC code to set up Ocean AMS and ISF Ocean SMS and ISF AMS User Code SCAC code PY Manifest Sequence Number fs Use Testing Environment Paperless In bond Number Set This company files the AMS as a YOCC Air AMS Use Testing Environment Do not encrypt AMS transactions The AMS User Code SCAC code is the code for your company SCAC codes are assigned by the National Motor Freight Traffic Association www nmfta org If you do not have an SCAC code for imports US Customs will give you one that will be valid for ISF filing only Contact your Customs Representative The Manifest Sequence Number is automatically generated by your Magaya system You can start the numbering at any number you want similar
60. Welcome to the Magaya Software Communications Manual This manual is designed to teach you how to use the communications features in the software such as the Magaya Network the Magaya Communication Server remote access with Magaya OnTheGo the interactive online tracking called Magaya LiveTrack and more including other features for communi cating with US Customs Magaya software is designed for logistics providers freight forwarders NVOCC hA consolidators forwarding agents couriers warehouse providers and others in the logistics industry How This Manual is Organized This manual is designed to be task oriented You can skip to any topic you need and get step by step procedures for the communications features available in Magaya software In the PDF you can also click on any word in the Index to go directly to that page This manual is organized into the following sections e The Magaya Network Send and receive Magaya transactions and docu ments to your Magaya system to other Magaya users search the Magaya Community for members chat online with agents and others e US Customs Applications How to file Customs documents including AES for exports ocean and air imports AMS documents and ISF 10 2 requirements Communication with Ocean Carriers via INTTRA Create booking requests and shipping instructions and send them to the ocean carrier from within your Magaya software o Magaya LiveTrack How to use the online trackin
61. access to the system via one of the email templates If you want the system to automatically generate account numbers for existing customers who do not have account numbers check the box This process will occur in the background and you can continue working while it is being done How long it will take depends on the quantity of customers in your Customer List Result The customer can log into LiveTrack with their user name or account number Just email them from Magaya to give them the link See the section Invite a Customer to use LiveTrack MAGAYA LIVETRACK SETUP ENABLE CUSTOMERS TO MANAGE THEIR OWN LIVETRACK ACCOUNTS e Ifyou import customer names via API or other import method you can tell the system to generate new account numbers in case there is a conflict If you want your staff to be able to search for customers in your Magaya system by using the customer s account number instead of their name check this box to Allow searching for clients by their account numbers For example this is useful when creating a shipment or other transaction when selecting the customer name from the dropdown list you can type in the account number also and the system will find the customer and fill in the field Save the configuration Get Alerts Set up a System Alert to notify you when a customer has registered online Go to Maintenance Configuration System Alerts Click the Add button and select Client Registration in the
62. account you enter will be the account that the payments from your customers shippers will be deposited into Contact your bank to ensure the payment transactions will be enabled To use the same account information for both the Debit and Credit accounts click the Same as Debit Account The information will be filled into the fields automatically Click the Submit button The PayCargo system will take you to a login page with a note stating your Magaya registration has been sent to PayCargo You will receive an email with confirmation of your registration and a password You can change your password later in the Update Profile section of the PayCargo website Log into the PayCargo website when you receive the email from PayCargo with the login information You can log in any time at http www paycargo com 271 ONLINE PAYMENTS PAYCARGO CONFIGURE PAYCARGO IN YOUR MAGAYA SYSTEM Configure PayCargo in your Magaya System To configure the Online Payments option in your Magaya system follow these steps 1 Goto Maintenance gt Configuration gt Online Payments Q O x Back ry Magaya Network T Tasks e Quotations fe Jobs E Bookings Form Filling Warehousing Maintenance B Carriers g Bg Forwarding Agents Warehouse Providers Customers Vendors Salespersons Contacts amp Employees Measurement Configuration ipm Accounting Online E Outgoing Shipments Payments 1 Incoming S
63. bond number at destination port v In bond number bill of lading or In band Entity container number U S Customs District Fort Required for types 1 2 3 5 6 ar 8 laser Required for types 2 6 B B J or M In band Carrier Code Required For types A B ar C Bonded Carer ID City Hame Required For types A B or C State Required for types A B or L This transaction occurs at the intermediate port level The manifest number is filled in automatically based on the set up in the Configuration option Verify the date of the movement The movement date and time will be the current time Use the dropdown menu to change them Select the type This example shows an Arrival For the In bond Entity field you have the choice to enter the in bond number the bill of lading or the container number depending on the type Enter the US Customs District Port Issuer The Standard Carrier Alpha Code SCAC of the issuer of the bill of lading being arrived If it is entered on the carrier s profile in the Main 80 CUSTOMS IMPORT REGULATIONS MAGAYA AMS MoVvE IN BOND CARGO tenance folder it will appear here If not you can enter it now If you are a carrier enter your code Enter the In bond carrier code if required This is a code representing the in bond carrier assuming liability for the in bond movement Bonded carrier ID A code representing the identification ID number of the bonde
64. business You can sign up for either service or both services First Data To use First Data see the topic Online Payments First Data to learn how to register for the service and then configure your Magaya system http knowledge magaya com search firstdata online payments PayCargo To use PayCargo see the topic Online Payments PayCargo http knowledge magaya com search paycargo online payments 265 ONLINE PAYMENTS FiRST DATA INTRODUCTION Online Payments First Data Introduction Magaya offers a secure method of credit card payment for your customers You set it up online at FirstData com where you can see the transactions It is connected to your Magaya system so you can process credit card payments from your customers when they want to pay their invoices with a credit card Types of credit cards accepted include Visa MasterCard Discover and American Express Register and Configure First Data 1 Register for a Merchant account with First Data by contacting Magaya to get contact information for the FirstData Magaya representative Then click the link in the Magaya Configuration screen for Online Payments or go to First Data com Follow their process first and then continue with step 2 below 2 Configure your Magaya system by entering the information from First Data Enable Online Payments with First Data Global Gateway e4 WAL Firsbdaba com Merchant AFI Credentials Use Test environment Disable Te
65. by selecting them from Warehouse Receipts Part Numbers or other methods For details see the topic Online Cargo Releases Make a Request Online Cargo Releases is available for users of all Magaya software products Getting Started To get started with the online shipping orders feature after it is activated for your Magaya account you will need to configure it and let your customers know how to use it Start with the topic Online Shipping Orders Set Up and Process This explains how to configure the feature and how to process requests that your 179 ONLINE SHIPPING ORDERS SETUP AND PROCESS 1 SETUP ONLINE SHIPPING ORDERS customers send you from LiveTrack Here is the link to topic in the Magaya Knowledgebase knowledge magaya com search online shipping orders setup process Video See the Magaya Software YouTube channel for a video on creating Online Shipping Orders This video shows your customers how to enter an air shipment and an ocean shipment request online The interface may be slightly different but the functions are the same or similar http youtu be 1IF9ig543gc Note The video shows an interface prior to the current release Refer your customers to the LiveTrack4Users Guide located on the tracking page which explains all the features in the tracking including how to use the dashboard menus and lists If you only want to give them information about Online Shipping orders give them this link to the M
66. confirmation in their credit card statement 269 ONLINE PAYMENTS PAYCARGO INTRODUCTION AND REGISTRATION To void a payment after processing it right click on the Payment from the Payments List and select Void online payment Print Download CSV Number of Transactions 6 Actions Card Holder Card Amount Expiry Transa QJ Jose Garcia VISA 12 00 USD 03 17 Void OIN Jose Garcia VISA 12 00 USD 03 17 Purchase Online Payments PayCargo Introduction and Registration PayCargo is a secure web based payment system available 24 7 worldwide to the global shipping industry With the Magaya PayCargo plug in you can send invoices to your customers so they can pay them online PayCargo works with all Magaya software products Register for PayCargo online by going to the following web address http www paycargo com magaya 270 ONLINE PAYMENTS PAYCARGO INTRODUCTION AND REGISTRATION Fill in the fields on the form including your company information your banking information and create a user name and password Magaya EMIT INMPIICILLI E FirstData PayCargo SEDET Company Informstion The folowing information is regured to regeter for Par Cango Al compen nies B ient cenfibeniad and sell net be diiribuled t5 any third partus Legal Company Name IEA rl Same a5 kegel company name Fed Tax ID Humber Comparmy Acres Company Ciby Enter vour Magaya Camiin Stata Network ID Mageya Network ID The bank
67. ee ees 95 Notify Customs of the Status of Goods 0 0 eee 96 View Air AMS Messages eeu wih e ESOS UR e EWR SS UR ee eas 97 Air AMS Extra Information 2 2 0 0 eee e ee rh rs 99 ISE Vessel Imports 91339 En EPeRURI UU UERIE EM S ube ee eus ease 100 Maeayd ISF Introduction uuu pe tha EEEE TREAT aE RES 100 O M CPP CE 100 Pile 5 be a a dw Sh Be eh a OE aedis dadas dme Se habe yee 102 N CSUN Cs uet eu un cee teed nee te qan dee paa ee eee ier nae DES a eas 108 4 Magaya Ocean Carriers Interface with INTTRA ccc cece ee wee 111 Introduction Magaya Ocean Carriers Interface with INTTRA 111 Activate Magaya Ocean Carriers Interface Plug in 0004 111 Credite ca Tip SC Meds cud vexare Ee at Oe Sok da Att ettet dope AEn t at des 112 send a Booking Request to the Carrier from the Trip Schedule 113 send Shipping Instructions to the Carrier 0 0 0 cc es 116 View Ocean Carrier Messages 0 ccc eee eee ees 121 Track Shipment EVENS sa uev RENS CSRAG Gu Y URP Deb SA E DR S 123 Configuration Link Containers llle ees 124 S Mapa a DIVeLradcle 2oteletu toss ipud oi EDL a 127 Introduction to LiveTrack Getting Started lllllllllllllslssn 127 HOS TO ACCESS DEdCISIIB 253 founda ven b SC EIFE EUR Ea Mee ane d 129 Add LiveTrack to your Website 0 0 0 0 ccc eens 129 his ui vr r rTTT 129 Add Tracking to Your Website ccc cece cw ccc
68. email message with the recipient s name select this dynamic field by clicking the Body Field button b uj Bn a sys recipient name A Dynamic Field The system will replace this field with the person s name automatically when you send an email to them You do not need to type their name into every email you write to them For more on Dynamic Fields and how to add your own see the section Add Dynamic Fields Set other options in the email template as needed such as checking the box if you want a delivery receipt for the email message Set the importance and sensitivity as needed Change the font add images or links etc Click OK to save the template It is now available to use Example EMAIL TEMPLATES INTRODUCTION Let s look at an example We ll create a template so we can send an email message to your customers to let them know they can see their transactions on their smart phones or other devices using the Magaya mobile app Track2Go 1 Click Add to open a new template dialog box 2 Select the template type as Customers and enter the information as shown in the example Email Template Type Customers Name Track2o Subject Get Mobile Updates with Track2Go 5 u p AA i2 22 as Dear sys recipient name The mobile app Track2Go brings your transactions to your smart phone Learn more about Track2Go and how you can get it b
69. enter Cargo of Miami the system will not match this name To enable it to search for similar names and avoid missing an entity due to misspelling or spelling variation set the threshold to Fair Match This will result in a larger results list that you can check Set Days to validate since last check by selecting a number from the dropdown This is the number of days the screening will be considered good i e valid This setting depends on how often your company exports Since the screening service is charged per entity determine how often you need the screening performed If you select 30 days and you add a new entity to your system that entity will be screened but others will not You will only be charged for new entities during this time period Select banned countries This setting varies depending on the country in which your company is based In the United States the U S Department of the Treasury s Office of Foreign Assets Control OFAC determines which countries are banned When you add countries to this setting your system scans shipments to verify if any entities are in these banned coun tries Your Magaya system will scan this list first when you tell the system to screen entities or screen a shipment It will notify you if it finds one of these countries and display that notification in a dialog box Save the configuration AssiGN ROLES TO USERS Assign Roles to Users Assign roles to the users who will configur
70. export shipment This may be the end user or Foreign Principal Party in Interest FPPI The type of consignee must be specified This is required for all EEI filings Mame Lyon Crafters Shop Contact Mame Renee Beauchamp Contact Phone Address Line 1 Rue dala Fleur Address Line 2 City State Counte FRANCE Postal Code e Name This is the company name or name of the ultimate consignee If you need to change it go to the Entities tab in the Shipment Use the drop down menu for the Ultimate Consignee and click on the Edit button to open the profile You can also click on the Lookup button the button with the three dots to open the address e Contact Name This is the name of the contact person for the ultimate consignee To edit this field go to the Entities tab in the Shipment and use the dropdown menu to access the profile This data is gathered from the General tab of the profile not the Contacts tab e Address fields These fields are filled in with data gathered from the profile of the Ultimate Consignee To edit an address field go to the Enti ties on the Shipment tab to open the profile Intermediate Consignee The person or entity in the foreign country that acts as an agent for the principal party in interest with the purpose of effecting delivery of items to the ultimate consignee This section is conditional optional based on how the transaction is delivered to the Ultimate Consignee Freight Forwarder
71. for this third party customer when you select them as the Client to bill in the transaction dialog box Verify this data in the courier wizard before you send the request to UPS You can change the payor to the recipient as needed Handle Returns with Magaya Express Link This section explains how to schedule a pickup of an item your customer wants to return This can only be done from a Magaya Pickup Order It can only be done one item at a time 1 Create the Magaya Pickup Order for the customer and the item Clear the Client to Bill field on the Consignee tab Select Other 397 HANDLE RETURNS WITH MAGAYA EXPRESS LINK ADD THE ACCOUNT TO THE CUSTOMER PROFILE 2 From the Pickup Order click Actions gt Magaya Express Link gt Return with UPS d lt 4 9 a Actions Options Transaction Listing Attachments Create a Copy Create Warehouse Receipt Exclude from Tracking Add to job gt Magaya Express Link 1 Ship with UPS set Reset In Transit Ir Return with LIPS sSet Reset Delivered select Template History 3 Verify information in the courier screen about the entities involved Click the button for notifications 398 HANDLE RETURNS WITH MAGAYA EXPRESS LINK ADD THE ACCOUNT TO THE CUSTOMER PROFILE 4 Inthe next screen select if you want to email the return label to your customer or to print a label and specify how many pickup attempts you want t
72. holder entity When creating another ISF filing for this entity the system will populate this number in the field automatically Enter the Bond Reference Number This is a unique serial number that appears on CBP Form 301 and is used for surety company tracking purposes This is not the same as bond number Add Elements The table in the bottom half of the screen is used to select the entities in the Entity column for each Role Three of the elements are in the Commodity dialog box discussed in Step 1 Other Entities Role Entity SE Salling Party ISF Cervelo Bicycles BY Buying Party SF Biscayne Bike Shop LG Container Stuffing Location ISF CS Consolidator ISF BEP Booking Party ISF LM Consignee ISF I4 Importer of Record ISF If you are filing an ISF 5 three of the elements are already included the HTS number from the Commodity dialog box the port of unloading and the place of delivery which are on the In Bond Infor mation dialog box The 10 elements for US bound cargo are FiLE ISF For US Bound Cargo ISF 10 Elements 1 Importer of Record Number responsible party Ship To Party after goods released from Customs Manufacturer Supplier Name and Address this comes from the Commodity info 7 Country of Origin this comes from the Commodity info Commodity HTS 6 this comes from the Commodity info The five elements required for Transit FROB Cargo For Transit FROB Cargo ISF 5 Elem
73. in the Commodity dialog box on the Identification tab Commodity General Identification EEL Hazardous AMS Definition Commodity Perishable Identification Serial o O Invoice Number BUSS P O Number Lot Number Set the Expiration Date Expiration Expires On 9 1 2013 E NOTE If an item is defined to have FEFO or LEFO it must have a date entered on the Commodity dialog box for all On Hand inventory 211 ADD RESALE ITEMS HANDLING OF EXPIRATION DATES FOR ITEMS When receiving items using the Magaya WMS Mobile scanners scan the item and enter the expiration date on the Identification tab Complete steps for receiving items using Magaya WMS Mobile are in Chapter 13 Warehouse Item iam tem Dimensions Identitication PO Invoice 5 M I W T F 5 amp 5 1 Lot 2 3 45 6 7 8 9 10 11 12 13 14 15 Use Expiration 16 17 18 19 20 21 22 23 24 25 26 ERE 6 Expires X 27 02 59 Today 27 02 14 Click arrow for calendar Multiple items can be scanned and each can have a separate expiration date each will be on a separate line Lines can be merged if the dates are changed to match Moving Items that have Expiration Dates If an item has an expiration date and you try to move it into the same location as another item with the same expiration date the system will prompt you to select a date
74. mails Use default configuration Warehouse Receipt Pickup Order Cargo Release Invoice Job Purchase Order Sales Order Booking Shipment Select specific options for a customer To return to the default list for this customer at a later date select the default option again from this dialog box Then this customer will have the defaults that are set in the Maintenance Configuration menu 3 Click OK to save the configuration 238 7 EMAIL OPTIONS How TO EMAIL TRANSACTIONS 7 Email Options How to Email Transactions To email any document transaction list or report to a customer or other recip ient use the Email button on the top toolbar of Magaya Explorer e E Refresh Folders y T 7 Send Document by Email F4 Send Tracking Link by Email Actions for Receipt Number 52 Received Date Time Dec 18 20127 10 57 AM Receved By llene Taylor Consiqnee Information 1 Click the arrow on the side of the Email button to access following options Send Document by Email This opens an email with the transaction attached in either PDF or HTML depending on the setup for your system in the Configuration menu for Outgoing Messages This first option in the dropdown menu is in bold because it is the default that you get if you just click the Email button instead of using the arrow on the side of the button Send Tracking Link by Email This opens an email mes
75. more BA Magrya LieeTrack 2 4 T CR Er ar king magaya com f Maai C Baokemarki Magieya Insurance 5 El linkedks Groups Pel Migayacomn uu Magari YouTube C E Magiry Intranet HL EJ Ga HEC Cargo Company m nashboard v Warehouse Receipts Inweines Soles Orders 2g Cargo Detal pookings Dashboard Daen Al T04 Staus Humber Dae Employees Buses Sedes Capsnbty Jot i aoproved ay 1 L 2r2014 Budministrat Dr Tropics lsrds Orlando Garden Shop 235 Dunes G Open at waaa Trepicallandscapra HAC Cage Company 2 L D 3n J raLr2o1z TropscelLendscsping PHAT Cango Compara ED af gi Cek erad PF ETEF lrepicallandscaprg HAC Cargo Comparw D iA osi 2E mieram TropicsiLsndscsping HWT Cango Comps 14 gt i amp OLA fare Tiir Tropical Larsiucapinig rhs Garden Fop 85 ud Delreened 3 LEE TR ET Fond LU TropscelLsndscsping HET cgo Compay S IL gl sd 3 ire Tropica Landscaping H eccagocompaw 15 iB rat Purchase Carder d Logie 2 iyawa Bere Tofo Trop amp csdLsndscsping HAC Cango Compay E Spes Orders To activate LiveTrack contact your Magaya Logistics Advisor to learn more and see the pricing 127 INTRODUCTION TO LIVETRACK GETTING STARTED 128 The following is a brief overview of what s available via Magaya LiveTrack The options visible depend on which Magaya software product you are using and what you have given your customers permission to access Rates Your customers can view the rates for services
76. must be on a certain day enter the same date for each field Otherwise select a beginning and end date for a date range and the system will search in all those available dates to schedule the booking Note If your logistics provider has configured their system to only allow booking from a predefined list of Trips you will see a notice if no trips are available This means the origin and destination entered do not match any trips in their Trip Schedule Contact them with questions If your logistics provider has configured their system to allow customers to enter trips regardless of mode or ports then you will not see a notice 163 ONLINE BookiNGS MAKE A REQUEST How TO USE ONLINE BOOKINGS e Ifyou are a Carrier the Magaya system can offer air waybill numbers freight forwarders so they can select them This option is not shown in this screenshot In the next screen enter cargo ae Dashboard FP Bookings Step 2 of 5 Cargo Information Description of goods auto parts Ji Loose Cargo B By Equipment Enter cargo details and click Add Type Box Description afc hoses 4 gt Pieces 35 ds Package Description Pieces Pallet auto parts 45 Box auto a c filters 35 e To enter cargo information for this booking request follow these steps a Enter a general description of the goods b Select the type of cargo By Equipment means a container Loose Cargo me
77. notify you or any employee that a payment was received from the online payment system Go to Maintenance gt Configuration System Alerts Add a new alert and select Online Payment is received from the When field Fill in the other fields as you need to set up the alert System Alerts Alert when recereed Notify to Send Email Cre Online Pickup Order is recereed Operations Manager Ma Tes Inline Sales Onder is recenved llene Taylor Yes Ma System Alert When Online Payment i recereed Internal Notification Employee v How You Use PayCargo com In addition to viewing and managing the payments in your Magaya system you can also see details of transactions in PayCargo com When you log into your PayCargo account you will see the dashboard Home page An overview of your transactions is displayed in charts The menu is 275 ONLINE PAYMENTS PAYCARGO How You UsE PAYCARGO COM across the top Your account is called a Carrier account Your customer s account is called Shipper By clicking on any menu item you can see that section including Transactions Reports the Shipper List Users update your profile a link to contact PayCargo and the Logout option Please note that the screenshots in this manual are currenty as of the date of publication PayCargo is independent of Magaya Corporation and may change their website at any time First Data PayCargo Gabriel Ruz Hinna Dra ET inva nanq
78. numbering 43 Password for LiveTrack customer 133 PayCargo 270 Bill of Lading 277 Register 270 Reports for carrier 277 Reports for shipper 281 send invoices 273 set Up 272 Shipper transactions 280 Payment void 270 Payor FedEx Express Link 377 Permissions for online tracking 131 Permissions per LiveTrack customer 133 Permit to proceed 99 Permit to Transfer goods 84 POD Mobile 285 POD Mobile app on smart phone 297 POD Mobile app partial delivery 303 Port Connect to Magaya Communication Server 257 Port of Unloading Unlading 51 Print labels from online tracking 175 PTT 84 Q Quantity 59 Query 95 R Related companies 52 Remote access 333 Resale items 208 Results AMS and ISF 86 Role column ISF 106 Routed transaction 53 S Sales Orders see also Online Sales Orders 191 Save Magaya Network messages 34 SCAC code 43 65 SCAC code for ISF 102 Schedule D code 51 Schedule K code 51 Search by customer name or account number 137 SED 46 Send button 19 Send transactions 23 Serial numbers grouped 153 Server and system information 261 Shipment number 50 Shipments received through Magaya Network how to save 36 Shipping instructions 116 Shipping Orders online 180 SmartBorder ABI 307 Add your clients 310 Configure 308 Create expense items 307 Entry number 313 File transactions 312 Register to create an account 307 Synchronize clients 309 Synchronize your products 311 Transaction confirmed 313 SMTP email settin
79. screen shows the SMTP information for the Magaya email client a System Information fe Connection E User Information e mail Server Outgoing e mail Server SMTP W SMTP Part SMTP Advanced Configuration Character Set western European 150 Use HTML in the Message Body Method lt none gt Login Passward The Tracking screen gives you the option to set a date limit in Transaction Tracking This is useful if you have a large database so you can limit how far back customers can look at transactions via Transaction Tracking This will improve the performance of this feature Tracking Configuration C 9 Clients can only Track information created on or after the date below Sun Mon Tue wed Thu Fri Sat qu l 2 3 45 4 5 6 7 6 9 10 46 i11 12 13 14 15 16 17 47 18 RES 20 21 22 23 24 48 25 26 27 20 29 30 49 Today 11 19 2012 For information on the Magaya Database Server such as how to backup your database restore data from a backup file and how to update your Magaya soft ware see the Magaya Software Customization Manual Additional Information about how the Magaya Communication Server works e Log files are rotated after reaching a maximum of 2 MB Different log files are kept simultaneously when running multiple data bases in the same server MAGAYA COMMUNICATION SERVER USER INTERFACE o Windows Events Viewer is update with the most important events this also
80. submit the Sales Order a number is assigned to it To view the Sales Order double click on it this shows the number assigned The order will now be processed If you have permission to cancel a SO you can do so by going to the list and right click on it This will return the items to the inventory Online Sales Orders Processing Overview When your customers place online sales orders a message is sent to your Magaya Inbox The order number will appear in the Identification column A checkmark appears in the Status column after viewing the online sales order File Edit Sales Operations Maintenance Shipment Magawa Network Accounting Reports Back i Ocean Ground Prin Gb Community l S il Messages Status Type Identification Sent Recelved O Ex Online Sales Orders 3 03 24 2010 03 24201 leox O Ez Online Shipments House Ship 03 19 2010 03 13 2011 jee a Cl Online Shipments House Ship 3 11 2010 03 11 2071 There are many functions available when you receive a sales order from a customer who placed it online For example you can create a Purchase Order from the Sales Order by right clicking on it or using the Actions button in the Inbox list This is useful if you do not have inventory and need to order more to fulfill the sales order This section will explain the options starting with options you can automate or a way to process the orders manually 221 ONLINE SALES ORDERS PROCESSING AU
81. system 192 ONLINE SALES ORDERS SETUP CONFIGURE YOUR MAGAYA SYSTEM Generate charges automatically for online sales orders Check this box to enable the system to include charges on sales orders that customers place online which the customer will see To define which charges to automate go to the Intems amp Services list and configure the charges there Allow your customers to cancel sales orders online Check this box to activate this Available in Magaya software version 9 2 and Live Track 1 0 as of the date of this documentation September 2013 The customer can right click on a sales order to cancel it Note if a Magaya user creates a S O in the Magaya Explorer not online the customer cannot cancel that S O A Magaya user can cancel a S O via the Actions button or by right clicking Any canceled S O will have a status of Canceled and display in the S O List The items will be returned to inventory Sales Order List Dates TESI Shatus Number Date Employee 4Lanceled 35 09 25 2013 Administrator W Loading 34 OF 24 2013 13 Open 33 7 23 2013 Administrator Ui Approved 32 3704 72013 Administrator Sales Orders that have already been canceled or contain items that have been canceled from a Purchase Order may not be canceled again Sales Orders that have already been invoiced or loaded onto a shipment or cargo release cannot be canceled Automate your system to create a Job automatically for each sales
82. the Entities tab in the shipment If you checkmark the box for Related Companies AES on the shipment s Routing tab the field will fill in Yes on the AES form Related companies means your company and the Destination Agent are part of the same company Waiver of Prior Notice This informs Customs if your company has been approved to waive the filing of intent notification which tells Customs that this cargo willbe re exported This applies if you are claiming drawback of duties for re exported items If you are a Customs broker you can use the Magaya ABI integration from SmartBorder It will synchronize your inventory items and their accounting definitons such as ADD and CVD Please see Chapter 11 ofthe Magaya Software Communications Manual for the ABI The Waiver of Prior Notice field in the Magaya AES confirmation screen will automat ically default to no if you do not use the Magaya SmartBorder ABI FILING EXPORTS WITH MAGAYA AES Hazardous Cargo This is a Yes No field This data is gathered from the shipment commodities if at least one commodity is classified as Dangerous Goods This data is found on the Commodity dialog box on the Hazardous tab and on the EEI tab Include the Schedule B code and check the box for Include in EEP Commodity General Identification EE Iv Include in EEI Schedule B Code 9802300000 x ALL WEARING APPAREL INCLUDING FOOTWEAR AND HEADWEAR DONATED FOR RELIEF OR CHARITY
83. the following Magaya Knowledgebase articles below to get started Copy and paste the links if needed Tip Print this document and use it as a checklist Configure Express Link First Configure Magaya Express Link http knowledge magaya com search ExpressLink configure 337 EXPRESS LINK GETTING STARTED UPS AND EXPRESS LINK ARTICLES Next Prepare Data Before Shipping http knowledge magaya com search ExpressLink prep data UPS and Express Link Articles Request UPS Shipment from a Pickup Order http knowledge magaya com search ExpressLink Ship PU Request UPS Shipment from a Cargo Release http knowledge magaya com search ExpressLink Ship CR Express Link International Shipments with UPS http knowledge magaya com search UPS ship international FedEx and Express Link Articles Express Link International Shipment with FedEx http knowledge magaya com search FedEx ship international Request a Domestic FedEx Shipment from a Pickup Order http knowledge magaya com search FedEx Ship PU FedEx Close of Day Procedure for FedEx Ground shipments only domestic or international Express services are excluded as of May 2014 http knowledge magaya com search FedEx close of day Additional Details Handle Returns with Magaya Express Link http knowledge magaya com search ExpressLink Returns Third Party Billing in Magaya Express Link http knowledge magaya com search ExpressLink 3rd party billing
84. the one in this screenshot will appear Te lease go to the Traffic page to accept the file Warehouse Receipts 33111 htm aD i9 Click on the Traffic tab Traffic page to see the file name The Traffic tab has columns that will tell you if the file is incoming or outgoing the name of the file the progress of the download the file status such as if it is pending or accepted who sent it the file size and more 28 WORKING WITH FILES Click the Accept button to begin downloading the file pa Liee Track Customers Demo Company 14381 Click the Accept button to download Direction Mame Progress Status i Outgoing Warehouse Rece OU Waking accepta b Incoming Warehouse Rece 10078 Completed JL Incoming 33111 10072 Completed JL Incoming Shipment 100 Completed Download 10055 complete To automatically accept and download files go to the Configuration button on the chat screen toolbar See the section on Configuring Incoming Messages for more details Communication Center Online S HWE Carga Company 19020 z LiveTrack Customers GS Demo Company 14831 ios a Jeff Configure button p PLEX SS o 29 WORKING WITH FILES Save a File This opens a window so you can save the file after it down loads Files are not saved automatically Communication Center Online gt HWE Cargo Company 19020 LiveT rack Customers Demo Company 143891
85. to create their own passwords See the section Enable Customers to Manage their own LiveTrack Accounts Set Permissions On the Tracking tab click in the boxes to specify the tracking permissions for this user Uncheck any functions that are checked by default as needed Web Track User Sa Tracking Specify the tracking permissions for this user Feature Approve Sales Orders Approve Dispute Invoices Can Send Attachments Cancel Sales Orders Query Rates Send Online Booking Requests W Send Online Payments Send Online Sales Orders Send Online Shipping Orders MW Use Magaya Live Chat Ww View Bookings MM View Cargo Releases View Inventory Items View Invaices WV View Jobs Cancel Heb Note The features listed will be the ones available in your Magaya software product For example this screenshot shows Sales Orders which are avail able in the Magaya Supply Chain Solution and Magaya Commerce System 133 MAGAYA LIVETRACK SETUP SET USER PASSWORDS AND PERMISSIONS 6 Click on the Restrictions tab optional This tab allows you to narrow the transactions the user can see The restrictions can be set by Origin Destination and Mode of Transpor tation If you do not add any restrictions the system will give the user access to all modes by default Origin Origin is the first choice available on thi
86. to enter any UPS charges on the CR Charges tab The Magaya Express Link feature will take care of that Create Cargo Release Wizard Carer Information Enter the carrier information for this cargo release Carrier UFS Ground Driver s Mame Driver s License Number PAO Humber Tracking Number Purchase Order Number If no carrier is specified no charges will be generated Extra Info If you are not paying but a third party is paying please see the section on Third Party Billing e Enter the commodities one per line for this customer If all the items will go to the same address add each and then repack them all into one package Each commodity line item must have one piece in it Cargo Release General Inland Carrier Commodities Charges Events POD j Attachme Status Package Description Pieces Length ir gu Loaded Box Container 345 20 00 4B Loaded Carton Shimano components 1 23 00 1 piece per line Complete the Cargo Release as usual When done with the dialog box save it The status of the CR is Loaded 363 REQUEST UPS SHIPMENT FROM A CARGO RELEASE 2 SCHEDULE A UPS SHIPMENT 2 Schedule a UPS Shipment Click the Actions button and select Magaya Express Link Ship with UPS Transaction Listing Ca rg O Verify Packing List Exclude From Tracking imi FL 33172 U Set Reset In Transit Select Template History Reressemare Time Jun 07
87. to open a new dialog box so you can set up the alert that you want ONLINE SALES ORDERS PROCESSING SYSTEM ALERT 3 IntheSystem Alert dialog box select the options you want System Alert When Online Sales Order is recereed bl Internal Notification Employee Administrator Alert by Email Alert by Task External Notification Send Email to Sender Message Select Email Template System Alert Email Template v Enabled When For this field select Online Sales Order is received from the dropdown menu o Employee Select the employee to notify Alerts can be sent to the employee via email or as a Magaya Task e Send email notice to the sender Edit the Subject line and body of the message as you need Check the Enabled box Click OK to save 225 ONLINE SALES ORDERS PROCESSING SYSTEM ALERT Here is an example of a Task alert Notification Alert Due Date 20 19 2015 11 36 25 AM Created by Administrator Subject Online Sales Order to Process b customer created a Sales Order online and sent it to us Please process the order or verify the automi Task List Status Type Date Subject Owner Employee W Pending Notification O2 19 2015 Online Sale Administrator Administrat r 226 6 TRANSACTION TRACKING TRANSACTION TRACKING INTRODUCTION 6 Transaction Tracking Transaction Tracking Introduction The Transaction Tracking feature in Maga
88. to see multiple views of it Rattan chair round raduct Sort Ascending RTR3D Rattan chair round Sort Descending Columns wiew 2 g RTBU Rattan couch 235 D Views 1 E3 Piec Product Price Pieces Add to Cart ONLINE SALES ORDERS How TO PLACE AN ORDER STEPS TO PLACE AN ORDER 2 Select items Click in the Add to cart field and enter the number of items you want Click the Update button Product Price Pieces Add to Cart 23 m Cancel Ex RTR30 Rattan ch 75 00 Click the cart add button The part number description quantity of pieces and total prices appear in the totals column Shipping costs are not included yet Product Pieces Amount Rattan chair round 2 5158 To delete an item from the cart select the item and click on the shopping cart icon button that has a red arrow on it Click the Next button to go to the next screen 3 Verify your contact information This information is filled in from your logistics provider s database You can change it if needed Then click Next Dashboard Sales Orders Step 2 of 4 Contact Info Shipping Billing Shipping Into Address Default Shipping Address Contact Mame Al Pena Contact Phone 205 555 2300 Street And Number 219 ONLINE SALES ORDERS HOW TO PLACE AN ORDER STEPS TO PLACE AN ORDER 220 4 5 6 Enter the Shipping Info
89. to send the booking request to the ocean carrier Service Type Fort To Fort bul Description of Goods Consolidate per shipment Send booking nates Consolidate per shipment Temperature Control Instructions Select the Service Type from the dropdown Door to Door Door to Port Port to Port Port to Door Enter the Contract Number from the carrier optional Enter the Description of Goods Click the checkbox to send booking notes optional Enter Temperature Control Instructions if needed Click the Save amp Next button 4 SEND A BOOKING REQUEST TO THE CARRIER FROM THE TRIP SCHEDULE The next screen is a summary of the booking request The screen is orga nized into sections If any field is marked in red correct the error before sending Booking Request 5 Ocean Caner Message Summary The following i a summary of the message that will be sent to the ocean carrier If some Fields appear in red you should fie them before sending the transaction Click on the Send button Ship from Mame Mexican Furniture Ca OK Contact name Required This field must be provided Address 30 Calle Colorado OK Mexico City OK MEXICO OK To make a correction click the Close button to return to the Trip Schedule to edit on the appropriate tabs All data will be saved For example the carrier can be found on the General tab of the Trip Their SCAC code is mandatory if it s missing go
90. view by clicking on the arrow on the side of the Actions button to select from the menu As the status of the Pickup Order changes the status column is updated in real time in your Magaya system and in Magaya LiveTrack Tip If you have configured your Magaya system to send out automatic Transaction Tracking email messages the system will send an email message to the customer with a link so they can see the most recent updated status of their order 171 ONLINE PiCKUP ORDERS MAKE A REQUEST How TO USE ONLINE PICKUP ORDERS Online Pickup Orders Make a Request How to Use Online Pickup Orders To send a Pickup Order request online to your logistics provider log into the tracking on tracking magaya com or your logistics provider s website and follow these steps 1 Click the Pickup Orders icon in the side menu and then click the Add button 2 Enter Commodities in the first screen C https tracking magaya com P 1 Enter item details P HWE Cargo otare B Step 1 of 4 P sdines E Loose Cargo 3 Ui container S Dashboard a Pickup Orders Liescriprtion in Bookings Part Numbers n Type in Purchase Order Pieces x ft3 h Notes Ih m Sales Orders ineaca No PO Nn b La q Ad fid e Jobs Statue Package Descripkion Pieces Mieghi b ngia Pickup Orders Enter the commodity description This can be a general description If you know a Part Number click the button with the three do
91. 3 2003 7 23 2003 7 23 2003 Venezu Venezu Mesica Tropica Irrvaice Irraice voice Irroice Import Export History You can also select multiple invoices at once and right click to send them to the online payment system Click Yes in the dialog box that appears to confirm sending Magaya Explorer ak Are you sure vou wank to send the selected transactions to the Online Payment System Your Magaya system notifies you that the payment was sent successfully The status column in your Magaya system remains open for that invoice until it is closed the same way it would for receiving a payment check in the mail 274 ONLINE PAYMENTS PAYCARGO NoriFYING CUSTOMERS Notifying Customers An email message is sent to each customer you selected in the Invoices List The email message includes alink to the PayCargo website so the customer can click on it and go to the page to make their payment When a customer makes a payment you receive it that night on business days not weekends or bank holi days A message will be sent to you notifying you of a payment When you receive the customer s payment via the PayCargo system the payment is posted automatically in your system and deposited in your account It has a reference number from PayCargo that will match the reference number in your bank account for reconciliation purposes Create a System Alert You can configure your Magaya system to
92. 39 CONFIGURE MAGAYA EXPRESS LINK COMPLETE THE REGISTRATION WIZARD FOR UPS This activates all the functions on this configuration screen The first step is to register your account by following the steps in the section Complete the Regis tration Wizard for UPS or Complete the Registration Wizard for FedEx Complete the Registration Wizard for UPS Follow the prompts in the wizard to connect your Magaya system with your UPS account You can register multiple accounts the first account you enter becomes the default account If you don t have a UPS account create one with the wizard or go to www ups com NOTE s The fields in bold are required e Verify the information before saving it cannot be edited later 340 CONFIGURE MAGAYA EXPRESS LINK COMPLETE THE REGISTRATION WIZARD FOR UPS The Registration Wizard connects your Magaya system to your UPS account and brings the rates from your UPS account to be used in your Magaya system 1 2 Click the Register button in the Configuration screen Magaya Express Link Enable Magaya Express Link Account management Used to register a new account with a courier Default accounts LIPS Magaya UPS Test Account m FedExt amp Magaya FedEx Test Account mm Note There is a test option in the Registration button menu Use it for testing not for real transactions The wizard opens Click the Next button in the wizard to start Verify and enter any n
93. 6 2014 3x z6 2014 03 26 201 Open 14 3 25 2014 3 25 2014 03 25 201 WD Open 15 O3 26 2014 3 26 2014 03 26 201 W Closed 16 D3 z6 2014 3 z6 2014 03 26 201 DP Open 12 ijz jzD0iz ijz5 zn0iz 02 01 201 open Ocean 7 o7foe2009 zhi y2znoe nz 14 200 S B copen Air 11 oFfos2oi0 nofie 2z011 09 16 201 Bookings um r View Print Filter Find Actions 162 ONLINE BOOKINGS MAKE A REQUEST How TO USE ONLINE BOOKINGS Here is a screenshot of LiveTrack 2 0 of the first step to requesting a booking a Magaya LiveTrack 2 0 LL LiveTrack version 2 0 1 e li bttos titracking magaya com Logistics Providers name is here e IT Dashboard B Bookings Step 1 of 5 General Info Dashboard EA Booking Information Quotes Type Ocean w 2 Li E ls l From Miami w To Santas w Purchase Order Departure Date Range n2 i1n0 2015 2 20 2015 3 Arrival Date Range Sales Orders 02 27 2015 3 14 2015 E e a Select the mode of transport Air Ocean or Ground If you don t know what type to choose select Unknown The Unknown option will show all trips of all modes of transportation for the ports you specify e b Select the Origin port from the dropdown list From Select the Destination port from the dropdown list To c Select the dates for the departure and arrival For example if the departure
94. A AMS PERMIT TO TRANSFER GOODS Permit to Transfer Goods 84 A Permit to Transfer PTT goods can be requested after filing a Bill of Lading via AMS For example a Container Freight Station CFS will request a permit so they can move cargo from its entry point to their location so Customs proce dures can be done at that location A CFS is a location that stores containers of cargo before Customs inspection To request a PTT for a shipment in your Magaya system follow these steps 1 Select the shipment that needs the PTT request 2 Click the arrow on the side of the Customs button gt AMS gt Permit to Transfer 3 Inthe screen that opens fill in the fields Permit To Transfer Wizard AMS Permit To Transfer Wizard Necessary to facilitate acceptance and processing of a permit to transfer SMS Manifest Number Additional remarks b Save amp Next ET Close The AMS Manifest Number will be filled in automatically based on the filing of the Manifest Enter the FIRMS code The Cargo Location FIRMS code is the code of the location of the goods The FIRMS location must be bonded FIRMS is Facilities Information and Resources Management System assigned by US Customs CBP Enter the Bonded Carrier ID number Enter other notes as needed 4 5 6 CUSTOMS IMPORT REGULATIONS MAGAYA AMS PERMIT TO TRANSFER GOODS Click the Save amp Next button Review the summary screen and fix
95. A confirmation screen opens Click Send For information on printing labels see the section Print Labels For information on tracking options see the section on Tracking After sending a package new options appear in your menu under Actions gt Magaya Express Link in the Pickup Order document or list view The system asks if you want to print the labels now Click Yes or No Affix the labels on the packages so they are ready when UPS arrives To print them later go to the Pickup Order click Actions and select Magaya Express Link The pop up menu has the options for printing labels and more You or another Magaya user can print the labels when needed based on your Configuration setting The labels will print on the printer you designated in the Configuration Labels screen REQUEST UPS SHIPMENT FROM A PICKUP ORDER PRINT LABELS If you have more than one label in a transaction you can print one or more To print only one label select it and click View Then print Tp print only one of multiple labels click the label to select it and click the View button Print each label from the new window Tours TTE Nu de tna 4 V RA et bi ari n8 T Leet LAL aak Bab ikh mii DS aik ig i RHIF TII A34 364 AMI DE oO Picture View 1 a p PARCO A FAPGMGNS i Li aP FL 330 6 02 UPS IND DAY ALR AM TATNA EPMO F PEEL 1z71099F0791572200 32 88 KB 359 REQUEST UPS SHIPMENT FROM A PICKUP O
96. AGAYA SYSTEM passenger vehicles commercial vehicles of varying weights diesel engine vehi cles and other types of vehicles EEI Information Schedule B Code 8703900000 x PASSENGER MOTOR VEHICLES NESOI Measurement Juantity 1 Juantity 2 FEN Value License Type C33 iat ECCH License Number ooo Origin State of origin Export Code Only the necessary fields are active the others are disabled in this screen As a result any vehicle entered will now have the field Include in EEI checkmarked automatically so that it will automatically be included in the EEI filing of an export shipment The vehicle must have a valid Schedule B code Save the information Extra Info If you want to perform some test shipments before sending real data to Customs click the checkbox Use Testing Environ ment When you re done testing be sure to uncheck this box For more on the Magaya VIN Decoder see chapter 12 in the Magaya Software Communications Manual Extra Info To configure the ABI SmartBorder integration please see Chapter 11 of the Magaya Software Communications Manual 45 CusTOMS REGULATIONS FOR EXPORTS MAGAYA AES For details on the fields in the EEI tab please the Commodities topic in the Warehouse Receipt chpater of the Magaya Cargo System Operations Manual Customs Regulations for Exports Magaya AES Getting Started 46 Overview The Magaya Automated Export System AES plug in
97. ARA 1 20 000 00 M Yes VIN 2007 TOYOTA CAMRY SOLARA SE SP 1 17 000 00 322 INCLUDE A VEHICLE IN A SHIPMENT To send the information to US Customs click the Customs button on the Ship ment Toolbar option Send EEI to AES The wizard displays the vehicles and any other cargo in the shipment Items are grouped To enter or edit Schedule B information select multiple lines of different vehicles press the Shift key and click items and then click the Edit EET button The EEI dialog box appears Enter the data needed and click OK The ability to select multiple vehicles and edit them as a group helps to speed up setting EEI data that is common to all the vehicles Now a checkmark appears in the column Include EET for each item Complete the shipment as usual 323 INCLUDE A VEHICLE IN A SHIPMENT 324 13 TRACK2GO MOBILE APP TRACK2GO MOBILE APP INTRODUCTION 13 Track2Go Mobile App Track2Go Mobile App Introduction Track2Go is a mobile application from Magaya Corporation designed for smart phones that provides real time information about Magaya transactions such as shipments warehouse receipts invoices and more a Similar to Magaya LiveTrack and Transaction Tracking the Track2Go app is connected to your Magaya database so the latest information is displayed Getting Started The app is available to download for free from the app market on your smart phon It works on iPhones iPads Blackberry and Andr
98. Add Related Columns to your Lists to view Express Link Data Easily 338 CONFIGURE MAGAYA EXPRESS LINK ENABLE THE PLUG IN http knowledge magaya com search ExpressLink_appendix Matching Package Types in Express Link http knowledge magaya com search Expresslink_Match_Packages Configure Magaya Express Link This procedure explains how to set up the Magaya Express Link plug in before using it to request package shipments from carriers such as UPS and FedEx Enable the Plug In Follow the steps below to enable Magaya Express Link in your software and set your preferences 1 Goto Maintenance gt Configuration gt Magaya Express Link 2 Click Enable Magaya Express Link File Edit Sales Operations Maintenance Shipment Magaya Network Accounting Reports Q 62 d 8 8 83 Back Air Ocean Ground Find Page One configuration E Ei Magaya Network Yl Tasks mf Quotations fl Bookings E Warehousing Online z B Maintenance a hipni g Carriers P Forwarding Agents 2 eg Warehouse Providers a Magaya Express Link H Enable Magaya Express Link Account management Used to regist Default accounts US Customs Customers Systems UP Ste ups Test Accon 2 vendors kad Salespersons a Contacts g Employees Magaya Ports Express Link Accounting w Countries Automatically generate charc GF E Courier cost item Co E3 ql Rates tj Accounting POD Mobile Courier resale item 3
99. BUTTONS Find The Find button opens a search field in the top toolbar Dashboard 3 Shipments F Bookings lates All From ra Search Diane Type Waybill N Date Shipper Consignee W In Transit Ground 11 18 2014 Orlando Garden shop Tropical Landscaping W Loaded Ocean HBOL26 10 08 2012 Mexican Furniture Co Tropical Landscaping W Loaded Ocean HBOL25 10 08 2012 Mexican Furniture Co Tropical Landscaping Ji Loaded 16 03 26 2014 Tropical Landscaping hoe Store W Loaded Ground HBOL2 01 20 2012 Tropical Land a Click Find and enter g 1 matche s found J TEA search term S YF ik et amp Theresutis highlighted Add View Print Filter UnFilter Find Actions Total matches found e Quick Tracking This opens a dialog box with search options per transac tion type Note This is available with the Transaction Tracking plug in Track2Go M Settings i4 Logout Type Warehouse Receipt Transaction Number Transaction Murnber Powered by Magaya 149 LOGIN AND NAVIGATE THE LIVETRACK INTERFACE THE LIVETRACK INTERFACE DASHBOARD TOOLBARS MENUS amp BUTTONS Filter Standard and Advanced filters are useful when lists are too long to scroll through The Filter dialog box options change depending on the transactions list you view This is the Standard Bookings filter Bookings Filter x Filler Type PO Number
100. Bookings M View Cargo Releases v View Inventory Items J View Invoices View Jobe Cancel Help Set up the customer s login and password on the General tab of this dialog box if you have not done so before For details on this process see the section Add Magaya LiveTrack Users amp Set Up Permis sions 158 4 ONLINE BOOKINGS SETUP AND PROCESSING SET UP ONLINE BookiNGS IN YOUR MAGAYA SYSTEM Set up a System Alert in the Maintenance folder Configuration to notify you when a customer places an online booking Options for the alert include sending an alert via Magaya Task or via email to any employee you select System Alert When Online Booking Request is received v Internal Matificatian E mployee Operations Manager _ Alert by Email Alert by T ask External Matification Send Email to Sender Message Select Email Template System Alert Email Template 3 Enabled To help your customers use the online bookings feature let them know where to log in and what to expect If you set up your Magaya system to use Trips tell the customer they can only request a booking for those trips If you configured your system to allow all types of bookings let them know they can enter any origin destination and date range 159 ONLINE BOOKINGS SETUP AND PROCESSING PROCESS ONLINE BOOKING REQUESTS IN YOUR MAGAYA SOFTWARE Process Online Book
101. Communication Server was able to connect to one of the Magaya Gateways which can accept incoming connections Your Magaya Communication Server will work properly but this mode is less efficient than the Online mode The icon will have one green box and one yellow Online Firewalled The port is not configured in the router and the Magaya Communication Server cannot connect to any Magaya Gateway As a result your Magaya Communication Server will not be able to process any incoming connection and the tracking features and the communication with other peers are not possible The solution to this is to properly configure your router firewall and make sure that at least outgoing connections on port 80 TCP to Magaya Gateways are possible The icon will be red and blue Off line The Magaya Communication Server cannot connect to the main Magaya Servers to start the service Make sure port 80 TCP is open in your firewalls for outgoing connections to magaya net The icon will have a red X on it If itis not connected right click on the icon in the taskbar for the Magaya Communication Server and select Start Communication Server from the pop up menu Magaya Communication Server User Interface 258 The Magaya Communication Server Agent contains all the functions to help you manage your connections and database MAGAYA COMMUNICATION SERVER USER INTERFACE To open the Magaya Communication Server Agent double click on the icon in the taskbar
102. DUCTION Other options include printing labels viewing documents and more Access this list via the Actions button or right click on a transaction Magaya Express Link D Dates Lastsizmonths From 11 21 2013 Jy Te 5 20 2014 Status Date Courier Serice Type Master Trar W Requested 5 2 77 Canceled O Skee t Ig BETTS REE W Requested 03 1 int labels A 794834200 View labels Documents k Update events Cancel Magaya Express Link operation Reports Export History Choose Calumns FedEx Close of Day Procedure Introduction The Close of Day procedure is performed for FedEx Ground shipments only domestic or international as of May 2014 Express services are excluded It sends the transaction data to FedEx and enables you to print reports and the Ground Manifest The Close of Day procedure must be done to finalize pending shipments This procedure is require before you can tender a shipment to the courier 387 FEDEX CLOSE or DAY PROCEDURE USING THE CLOSE OF DAY WIZARD Using the Close of Day Wizard To perform the Close of Day process go to the Magaya Express Link messages list in the Magaya Network folder OQ O 2 5 9 5 amp Back Forward Air Ocean Ground D aicum Print Finc 1 A Outbox status Date Courier amp Inbox W Requested 05 09 2013 FedEx Ground h Sent A US Customs Messages de Ocean Carriers Messages SS Magaya Express Link
103. E ia Quotations If there are any error messages return to the ISF and make any corrections If the transaction was rejected and you did not receive a Transaction number from Customs This means you must file a new ISF but you can use the same form and edit the existing information When the ISF is accepted a Transaction code will be placed in the field called Transaction Number Another option to view results is to click the arrow on the side of the Customs button in the Shipment Toolbar and select AMS and ISF Results VIEW RESULTS Another option to view ISF results Click the Customs button on the Shipment Toolbar and select AMS and ISF Results 39 L a E r ka nsac Send Customs Commad Actions Send EEI to AES a a Los in EEIAESResults E dh Al carga for Or T Ceramic va QI metal bowl AMS Partners Notification Qi brass cand AMS W HBUL14 I In band Information AMS and ISF Results ISF results are also available to view from the Shipment List by clicking the Detail button and selecting the option AMS and ISF Results from the drop down menu Your Magaya software retains the results of all ISF filings demonstrating compliance has been met 109 View RESULTS 110 4 MAGAYA OCEAN CARRIERS INTERFACE WITH INTTRA INTRODUCTION MAGAYA OCEAN CARRIERS INTERFACE WITH INTTRA 4 Magaya Ocean Carriers Interface with INTTRA Introduction Magaya Ocean Carrier
104. EEI tab of the Commodity dialog box for the item License Value The value must be entered in U S dollars using whole numbers only omit cents The value does not include overhead such as insurance or domestic freight This value is the corresponding export license value represented on the license not the value of the item itself For example an item value maybe 30 000 The license value may be 100 000 Verify the value in the Commerce Control List CCL Vehicle ID If exporting a vehicle the VIN will display here First Unit If a unit is required by the commodity it will display on the EEI tab ofthe Commodity dialog box A unit such as KG will appear in the dialog box next to the field Quantity 1 and or Quantity 2 If the FILING EXPORTS WITH MAGAYA AES Schedule B does not specify a unit then an X must appear in the field as the unit I dentificatian Include in EEI Schedule B Cade 5802300000 Measurement Guantity 1 Value 0 00 ELLEN Origin A F ls Vehicle Vehicle Cien x G FOOTWEAR AND QR CHARITY BY 5 Quantity 2 License Type License Number License Value U State of origin Export Code Military First Quantity This is the number from the Quantity 1 field on the EEI tab of the Commodity dialog box The Quantity 1 and 2 can also be seen on the Schedule B code list Code Description q Quantity 1 Juantity 2 O 8481302090 CHECK VALVES OF
105. Event provides an update on the vessel s depar ture e Vessel Arrival This notifies you about the vessel s arrival at destination e Unloaded From Vessel This Event shows the container status once it is unloaded from the vessel Out Gate This Event indicates the container is leaving out of the gate at its final destination Normally this will signify the last part of the trip when the container is taken to the warehouse to be processed Return Container This reflects when your equipment container is returned to its ocean carrier You can also keep you customers informed of shipment updates by using Magaya Transaction Tracking just click the arrow on the side of the Email button in the top toolbar See the topic Transaction Tracking Configuration Link Containers 124 To begin using the Magaya Ocean Carriers Interface plug in you will need to link your containers in your Magaya database to their code descriptions This step is only required for existing customers who add the Magaya Ocean Carriers Interface plug in to their existing software If you are getting started with a new license of Magaya software the codes for containers are already linked This step is only performed once CONFIGURATION LINK CONTAINERS To link all containers used for ocean shipments follow these steps 1 Goto Warehousing gt Package Types Select the container type that are used for ocean shipments Lea LD 2 IATA Type 8D Pic
106. Extra Information ME AMS Results Freight Report Inbound FRI Freight Report Change FRI Freight Report Cancellation FRA ABI Freight Express Inbound FXT Freight Express Change FHC Freight Express Cancellation Fs Flight Departure Message FOE Freight Status Notification FSM Freight Status Query FSO 3 Inthe Flight Departure Message screen verify the information Flight Departure Message This procedure wall notify US Customs the departure of a flight fram a foreign part to a US part Aur avbill Number 11 123455783 Camer Caribbean Airlines Flight Humber 445 Actual Departure Date a 5 2070 yt Time 32300 PM 4 Click Save amp Next If any information is missing the system will notify you Make any needed corrections and return to this screen 5 Review the information in the summary screen before sending it 94 QUERY SHIPMENT STATUS Query Shipment Status If you want to ask the status of an air shipment you can send a query from within your Magaya system 1 2 3 Select the shipment Click on the arrow on the side of the Customs button select AMS and Freight Status Query FSQ In the screen that opens fill in the request code by clicking on the button with the three dots Send Freight Status Query This procedure allows you to request the statue on an airwaybill Aur W aybill Number 11 123456783 Request Code Lode ES Descriptor Reques
107. H FEDEX 1 CREATE THE SHIPMENT Express Link International Shipment with FedEx This examples shows how to ship a package via air using FedEx and Magaya Express Link The package is going from the U S to Canada International shipments that use Express Link for FedEx can only be processed from Magaya shipments or to return an item from a Pickup Order via Actions button Each shipment must contain only one piece If multiple pieces repack them into one Before beginning it is recommended that you determine if you will use your FedEx account or use your customer s FedEx account Also determine what international shipping documents are required for the destination country 1 Create the Shipment 380 Create your export shipment as usual This example shows a straight shipment of one item to one customer leaving the U S and going to Canada by air EXPRESS LINK INTERNATIONAL SHIPMENT WITH FEDEX 2 SCHEDULE THE FEDEX SHIPMENT WITH EXPRESS LINK 2 Schedule the FedEx Shipment with Express Link Click the arrow on the side of the Actions button and select Magaya Express Link et T F Customs Commo Change Shipment Currency set Reset In Transit set Reset Recerved set Reset Deliwered gt Magaya Express Link d Ship with FedEx Set As Incoming Upload documents ta FedEx set As Outgoing Ship with LIPSIB Add to job Ir Upload documents ta UPS Reception Release The pop up menu has the
108. High Cube Aluminium Ill Type Description 45 Ft Standard Container Container Equip Type LAG is j Method Air Ucean Ground Click the OK button in that screen to save and close the dialog box Repeat these steps for each container type until you have matched all the container types with their codes 5 MAGAYA LIVETRACK INTRODUCTION TO LIVETRACK GETTING STARTED 5 Magaya LiveTrack Introduction to LiveTrack Getting Started Magaya LiveTrack is an interactive online tracking tool that provides 24 7 access to Pickup Orders Warehouse Receipts Cargo Releases Shipments Sales Orders Purchase Orders Jobs Invoices and more Your customers and agents can log in to their account from any Internet connected computer worldwide at any time The link to the tracking can be added to your company website or your customers can go to Magaya com and click the tracking link You can make cargo and inventory information and any related transactions viewable online by setting permissions access and giving your customers and agents a secure password For example you can set up one account for a company or provide individual access to different people contacts at the same company You can also customize which transactions you want each person to access They can view and print from Magaya LiveTrack including printing attached documents such as Air Waybills Bills of Lading photographs etc and
109. LA General Parent Category Sporting Goods Category Name PO Description Commissions L Internal Use Filter Actions This screenshot shows a Parent Category of Sporting Goods in the dialog box Subcategories are Athletic Shoes and Sports Equipment 3 Enter the category names If you will have a parent category and subcate gories enter the parent name and the category name If you will not have a parent category leave the Parent field blank The Description field is optional When you make categories for the first time the parent field will be blank INVENTORY ORGANIZER CREATE CATEGORIES 4 Toaddacommission for this category click the Commissions button and enter the details in the dialog box When items in this category are included in sales orders and the charges generated via the Actions button the system creates a bill payable to the salesperson 5 Click OK when you are done The category is added to the list Add a Subcategory To add a subcategory under the parent you just created first select the parent category name from the Category list Then click the Add button In the dialog box the parent category name will be filled in Add the subcategory name in the Category field This is how the categories and subcategories will look online to your customers E Sporting Goods Athletic Shoes Sports Equipment Construction Equipment Click to view categories
110. LIVETRACK INTERFACE DASHBOARD TOOLBARS MENUS amp BUTTONS or click on the Actions button and select Choose Columns Make changes in the dialog box Dashboard ps Warehouse Receipts Invoices Dates Custom From 02 05 2015 9 To Status Number Date Shipper CC CD In Process WH 79 0110 2011 Orlando Garden Tr s In Process WH 593 04 19 2010 Orlando Garden T CD In Process wh f Choose Columns irplus Tr One uh SE arden Tr Y Right click NM andsc HA for options Find J Ins urnitu Tr CA In Process 42 Statistics urnitu Tr Qi Delivered 41 4 rz3r 2009 Caribbean Flow Tr Other buttons on the toolbar Refresh Stop and Search You can also select a view of the list and save it optional Note The Transport View is available in the Booking list d Quick Tracking Track2Go V Settings jy Logout Standard View Transport Mode View Standard view y select the View and save tt Save this View as Manage Views Other functions in Magaya LiveTrack include buttons for the following 9 9 gsm m Add View Print Filter UnFiter Find Actions e View Select a transaction and click the View button to see the details of the transaction Custom stylesheets are available contact Magaya Print Print a document when viewing it 148 LOGIN AND NAVIGATE THE LIVETRACK INTERFACE THE LIVETRACK INTERFACE DASHBOARD TOOLBARS MENUS amp
111. LveTracl 1 0 New Tracking Magaya LiveTrack 2 0 Login with your Cargo Agent Network ID Login Username and Password Network Id Username Password Language o see interactive demo of Magawa LiveTrack click here software Powered by Magawa Corporation Note LiveTrack 1 0 was the former version of the tracking website Many improvements have been made to the tracking and the improved version is 2 0 which we recommend LiveTrack 2 0 works in any browser such as IE Firefox Chrome or Safari 144 LOGIN AND NAVIGATE THE LIVETRACK INTERFACE PASSWORDS CHANGE YOUR PASSWORD OR GET A NEW ONE Passwords Change Your Password or Get a New One If you forget your password reset it get a new one in the login screen Magaya LiveTrack 2 0 Login with your Cargo 4gent Network ID Login Username and Password p Network Id Username Password Language 2 English Login To reset password I forgot my password You can also reset your password in the Settings button at the top of the Live Track screen after logging in if this option is activated by your logistics provider a Quick Tracking L Trackziao E Settings dd gg Logout Units Change Password fh The LiveTrack Interface Dashboard Toolbars Menus amp Buttons Caution Do NOT click your browser s Back button It will take you out of your LiveTrack session You will need to log in again Not
112. ML format for the email message You can also send a link via Transaction Tracking if you have that feature acti vated in your Magaya account This also gives your customers tracking access on a smart phone with the mobile app Track2Go A tracking link also appears in LiveTrack Ensure the customer has access to log into LiveTrack In LiveTrack the customer can open the Pickup Order and see the tracking number in the Charges section They can copy that tracking number and paste it into UPS com to track the package Generate Charges To generate charges go to the Pickup Order click the Charges tab click the Generate button The Charges tab shows the Courier Cost expense and Fee income added to the Cargo Release transaction and who each charge was applied to Pickup Order Genera Shipper Consignes Supplier Canes Commodities Charges Events Altachments PC Staus Descnpbon Prepaid Quantity Pree Amount Apply to Budd GF Open CourerCost Yes 100 4729 4729 UPS FOpen CounerFee ves 1 00 56 75 DA P5 Miam Test Customer 1 Generate Charges amp Totals Expense Income Profit USO 47 29 USO 56 75 USO 8 46 When you click the Generate button the system generates the customer s invoice and your bill and saves them in the Accounting folder The invoice will be generated for the client to bill that you selected on the Consignee tab You can send the invoice to the customer just as
113. Magaya OnTheGo 0 eee eens 334 Usine Masaya Omnble G0 suse EXT EGG RRERSV EN x ERE RE 336 15 Magaya Express Link iau i RET uL EE ees REESE HILO PEE GU eS ERE 337 Express Link Getting Started 12225942209 U RERQISTE AA IO EUER ENS AS 337 Contipute Express LINK i de osos ERRARE UOS URL n URGE Re OR Sade 337 UPS and Bxpress Link ATUCleS 222 exo REC E ee Bee ee eas 338 FedEx and Express Link Articles 2 0 0 0 00 ccc nee 338 Additional Detallg 4 cae e cm argh VeRO Pa NEN bb impu 338 Configure Magaya Express Link ccc ccc ec cc eee III 339 Enable Me PIUS M iuo soaps woe deed eee Peas bade e eee eases Ro Re taU 339 Complete the Registration Wizard for UPS 0 0 eee eee 340 Complete the Registration Wizard for FedEx 0 0 cee eee 343 Register without an Account 0 0 llle 344 Contioure Express Link ACCOUDLUM inae deo eros Ra Rx deg 345 Cone JE DSIScso Sore doas La en moron data gen Rer mersit SUE As e 345 COBnbsure Spe BU sna quedo a i das teca Guta beets ete ee 346 Configure VraCk usse om dua aca o old a e f aca o diea ids does 346 Manage Multiple Accounts llllleelleeeee nen 349 Prepare Data Before Shipping eere Inn 349 Request UPS Shipment from a Pickup Order 330 Create the Magaya Pickup Order sud ts 6 BO RAO WARE ET 350 2 5chedule d UPS SHIPMENT xd eaa uror et t t RUE M a reach ew Tot etus 352 gode E T eee oh eta
114. Manifest Create again from the Customs button Error codes are available on www magaya com Downloads page You may also contact CBP for this and for the Record Identifier Codes 4 Click Send when it is ready View messages from Customs via the menu For more details see the section View Results File Vessel Departure Message Notify US Customs when the vessel has departed the last port of the foreign country by filing a Vessel Departure Message from the Master view of the ship ment transaction Make sure you file this during the required timeframe The Customs system will verity the dates to ensure it is filed within the time require ments 1 Click the Customs arrow and select AMS gt Vessel Departure The information from your shipment transaction is filled into the Vessel Departure Notification screen 69 CUSTOMS IMPORT REGULATIONS MAGAYA AMS FILE VESSEL DEPARTURE MESSAGE 2 Verify the information in the Vessel Departure Notification screen Shipment OF AMS Vessel Departure Wizard Vessel Departure Notification This procedure wall notify US Customs the departure of a vessel from a foreign Port AMS Manifest Number 100021 Vessel Name Congo MP VesselCode 7626361 Actual Departure Date 9719 2014 ial vw Time 53300 PM Click here if already sent the vessel departure notification to AMS and you want to cancel t To make changes close the screen edit the shipment and refresh your Magaya system to a
115. Match all Conditions Match at least one Condition Invoice Number Status Carrier Closed w Type Direction Outgoing Mode Of Transpart Shipper Vessel PP Consignee a Origin Port Destination Port This is the standard filter for Invoices Invoices Filter X Filter Type Status Match all Conditions Open Match at least one Condition Number The Advanced Filter provides more options and a search Advanced Filter cc MEN Name Type Account Name Text Account Name Text Condition Amount Paid Decimal Equals w Note When you Filter a list it will display only the filtered items To view the whole list again click on the Unfilter button 150 LoGIN AND NAVIGATE THE LIVETRACK INTERFACE WORKING WITH TRANSACTIONS IN MAGAYA LIVETRACK Actions Choose columns find or export data as a PDF CSV XML or HTML Statistics shows totals of weight volume etc for a list Working with Transactions in Magaya LiveTrack Click the icon for the transaction you want to view such as Warehouse Receipts Cargo Releases Shipments etc The icons visible will depend on your permis sions D H WC Cargo Company Tropical Larni we Dashboard Purchase Orders s Sales Orders E Dashboard Dates All w Part Mumber Description Model EA R5 1 0 Sand River Stone Quotes C T301 Pruning shears Corona 3454 Trowel Better To 152462 Bamboo Stakes 3 8 an 152126 Tree st
116. Medical purpose F Contains alcohol 385 EXPRESS LINK INTERNATIONAL SHIPMENT WITH FEDEX MESSAGES Messages 386 Package options include different sizes and types packages Check the boxes if it includes dry ice or alcohol Dangerous Goods Add any needed details The system pulls in details from the Commodity dialog box e The Commodity tab includes details of the item Double click the item to view or edit it Delivery options include signature request and COD The shipping date and time are pulled from your Configuration settings Get Rates Click when ready to get the rates for this shipment Choose from your rates associated with your account or list rates The select the rate and click save amp Next Note If you receive an error such as the commodity missing a Customs value close the Express Link screen and return to the Commodity dialog box to enter the value on the first tab and the EEI tab Save and perform the Express Link function again The final screen is a confirmation screen Verify the details and click Send The system asks if you want to print labels now Click Yes or No View messages from FedEx in the Magaya Network folder Messages Magaya Express Link From this list perform the Close of Day procedure which is required for FedEx Ground shipments For details on the Close of Day proce dure please see the topic FedEx Close of Day Procedure FEDEX CLOSE or DAY PROCEDURE INTRO
117. ONLINE CARGO RELEASES MAKE A REQUEST How TO USE ONLINE PICKUP ORDERS Click the Print button and select your option To Print Labels or the Summary Frink Labels L eie gt kl Print Finish Select what you want to print Choose the settings in your print dialog box such as number of copies etc and place the labels on the boxes to identify them for easy pickup The printed labels will have a barcode When the boxes are picked up and then arrive at the warehouse the warehouse staff can scan the labels to automatically convert all the data from the Pickup Order to a Warehouse Receipt This option requires scanners running the Magaya WMS Mobile application connected to the Magaya Supply Chain Solution or to the Magaya WMS Click Finish to close the screen All the information in the order is saved and sent to your logistics provider Online Cargo Releases Make a Request 176 This document explains how to create a Cargo Release online in LiveTrack Use this procedure to request a release and local delivery of items from a warehouse or distribution center 1 Log into LiveTrack 2 Click the Cargo Releases icon Cargo Releases 3 Click the Add button ONLINE CARGO RELEASES MAKE A REQUEST How TO UsE ONLINE PICKUP ORDERS When the screen opens select how you want to view items by consignee part numbers or Warehouse Receipt WR F HWE Cargo Company d Tropical Landscaping A Quic
118. On the Commodities tab each item must be on a separate line If not the system will prompt you to split a line if it contains more than one item In the Pieces field enter 1 Or repack items into one package Pickup Order General Shipper Consianee Supplier Carriers Commodities i Status Fackage Description Pieces w Aniving Box Test box wi Anriving Package Test soft package Qi Arriving Tube Test carboard tube 1 1 piece per line After finishing the details in the dialog box the information is saved and the Magaya Pickup Order document is created as usual The status will be Arriving 375 REQUEST A FEDEX SHIPMENT FROM A PICKUP ORDER 2 SCHEDULE A FEDEX SHIPMENT 2 Schedule a FedEx Shipment This section explains how to schedule with FedEx after creating a Magaya Pickup Order The status of the Pickup Order must be Arriving 1 Click the Actions button and select Magaya Express Link gt Ship with FedEx Y d lt gt ling hall m hal Actions Zoom Options Transaction Listing Attachments Create a Copy Create Warehouse Receipt Exclude from Tracking Add to Job Magaya Express Link ship with FedExtel s ship with UPSA Set Reset In Transit Set Reset Delivered Return with FedEx Select Template Return with LIPS History The courier interface screen opens 2 Verify the information in the first screen The fields in this screen are f
119. PARTURE Container No TAHU 4802477 Sep zb 2l13 18 30 00 WESSEL DEPARTURE Container No CRU 4676540 Sep 3 2013 08 20 00 VESSEL ARRIVAL Container No CRU 4676540 Sep s0 2013 08 20 00 YWESSEL ARHIVAL Container Mo TRHU 430247 sep s0 201 3 17 15 00 Sep 30 2013 11 15 00 Oet 02 2013 16 00 00 Oct 02 201 3 16 10 00 OUT GATE Container number CRU 4676540 OUT GATE Container number THE 4302477 RETURN CONTAINER Container Mo TRHLU 43302477 RETURN CONTAINER Container No CRSLI 4876540 The Events can also be viewed online via Magaya LiveTrack or via the email link sent via Transaction Tracking that can be viewed on a PC smart phone or tablet The Events are updated automatically by the carrier and show the date and time of the Event Dates This month to date From Shabu Type Mi Received Ocean Container Humber CASAS 76544 TGHUASO4 343 Deconption of Commodities 1513 CARTONS 1450 CORTONS Way Bil Number Date S227 25049 05 01 Your customers can double click the transaction to view the tracking details from INTTRA which are the same as shown in your Magaya Explorer Events tab Events include 123 CONFIGURATION LINK CONTAINERS In Gate This Event indicates the container has arrived in the yard From here the container will be loaded onto a vessel for transit to final destina tion e Loaded On Vessel The container is being loaded onto the designated vessel e Vessel Departure This
120. PMENT 378 Shipping options are available from the button with the three dots at the top of the screen Documents only Drop off Regular pickup options References Refzx 1 Ref 2 LER Options Hold AE Location Notifications Express Freight Future day shipment F Inside delivery F Inside pickup FedEx 5markPastrEl Manifest identification Indicia Special request Premium Home Delivery By appointment Date Date delivery Evening delivery Phone amp None Options include FedEx SmartPost Hold a package Notifications Express Freight 4H 5 2014 Other options Select package level options as needed such as Delivery confir mation or COD terms You can require a signature for only one package in the shipment or more than one package The shipping date is based on your preference in the Configuration screen Change it for this shipment if needed The time shown is the time UPS arrives at your facility 4 Get Rates Click the Get Rates button next to the date and time REQUEST A FEDEX SHIPMENT FROM A PICKUP ORDER PRINT LABELS Select a service and rate Extra Info The rate will be updated in the Pickup Order dialog box on the Charges tab Estimated time does not appear for desti nations within the same city Remember If you selected an Express type of box then select an Express service rate here Click Save amp Next A confirmation screen opens
121. Patio Furniture 32 Purchase Orders Sales Orders ie NBZ00 New Balance 200 ru 58 00 E D Jobs TEVA 776 Teva Beach Sandal 25 99 20 To see how your customers will place sales orders online see the section How Your Customers Place Sales Orders Online 203 INVENTORY ORGANIZER ADD INVENTORY ITEMS Add Inventory Items 1 Click the Inventory Item Definitions tab on the top of the Inventory Orga nizer screen 2 Click the Add button A dialog box opens 3 Select items from the list in the dialog box Categories mi Categoried Qi Inventory Item Definitions E w Al isis ils Part Number Description Model i EUER SC OR1 Potting Sail Organic Scotts Organ Ha Sporting Goods 45 1237 Potting soil Hyponex mm Construction Equipment R5 1 e and River Stone m2 Patio Furniture SC OR Pottirig Soil Scotts Orgar m3 Tables 45 1236 Potting soll Hypone Item Definition List ES Part Number Description Model K _ 5can1 Potting Sall Organic Scotts Organic 54 Baseball gloves Sosa Lancel 5 100 River Stone Select Al P5125 5 rebar Grade BL aprv m Mew Balance running sh Womens Dlump Clear All LC233 Chihuly Glass Magnets 3L 55 KDS TEV Teva sandals Rocky FL150 Pipe flanges ANSI 150 150 Filter npr203 5 rebar Grade 60 cram Pruning shears Corona CH4 Chihuly Post Cards LY CERVELOS3 Cervelo 53 53 Bkz Adidas soccer s
122. R P is A Cour Ip Coche Cour ry Ip Coche ura TED STATES SMS WAITED STATES XL Fillin each tab 9 gt D i Chua To select an address click the arrow button and choose from the addresses show The screen will fill in the details You can change any information by typing over it Company Mame Japanese Garden Company w Address Default shipping Address E Default Biling Address Miami Distributor Street And Number Click Next 174 ONLINE PICKUP ORDERS MAKE A REQUEST How TO UsE ONLINE PICKUP ORDERS 4 Inthe General Info screen fill in the fields you need such as the invoice number the supplier and the preferred method of transport optional Click Next 3f Dashboard B Pickup Orders Step 3 of 4 General Info Suppher information riecice Nurnnober PO Number Supplier Information Company Mame Address Contact Name Contact Phone Street And Number City State Region Country zip Cock noddaional Inforesedion Mode of Transportation es Dezeripli n Wessel Ocean Truck Ground 5 Review the Summary screen The order number is Pending until you submit the order Click the Submit button Click OK Yes in the confir mation dialog box All the information in the order is saved and sent to your logistics provider Print Labels If you want to print labels for all the items in the Pickup Order follow these steps 175
123. RDER WHERE IS THE HISTORY OF MY REQUEST SAVED Where is the History of my Request Saved To see a list of all requests made with Magaya Express Link go to the Magaya Network Messages folder O 9 71 9 Back EI Air Ocean Ground 1 Print Finc Magaya Express Link 23 Dates Last month to date From Status Date Courier Ji Requested 05 09 2013 UPS 4 Messages Outbox amp Inbox Sent El US Customs Messages 4 Ocean Carriers Messages 9 Magaya Express Link E i Tasks 8 Quotations Right click on the transaction for options Messages folder Magaya Express Link 23 Dates Last month to date v From 4 1 2013 OM To 5 21 2013 v Status Date Courier Service Type Master Tracking Numt Requested 05 03 2013 UPS UPS 2nd Day Ar A M 12710302515 72200 M Print labels Hight click view labels formenu Update events Cancel Magaya Express Link operation Reports d Export History Choose Columns To Cancel a UPS Request If you cancel an Express Link operation it must also be deleted From the Actions button cancel it first then select the Delete option This does NOT delete the Pickup Order just the Express Link operation 360 REQUEST UPS SHIPMENT FROM A PICKUP ORDER TRACKING UPDATES FOR YOUR CUSTOMERS Tracking Updates for Your Customers Send the Pickup Order to the customer to give them the tracking number for this shipment Select HT
124. Receipts Warehouse Receipts Part Numbers Pickup Orders Warehouse Receipts z 1 LIT Drag 009 Click on one of the Warehouse Receipts to see the items on hand They will appear in the Commodities section of the screen Available Commodities Status d T on Hand E T On Hand ie on Hand de T On Hand E T on Hand E T On Hand T T on Hand qi T On Hand s Package Box Box Box Box Box Box Description Patio chairs Patio bar Patio tables Patio tables Patio tables Patio tables Patio chairs Patio barstools Click on a commodity to select it Pieces 75 dq 16 F 11 3 at 19 Length 45 00 5 B B ar 0d B 45 00 65 00 Heigh 12 00 oo 00 23 00 23 00 23 00 23 00 12 00 40 00 To add commodities from the list to your order click on the arrow on the side of the button below the list of available commodities and select from 187 ONLINE SHIPPING ORDERS MAKE A REQUEST How TO USE ONLINE SHIPPING ORDERS the pop up menu Available Commodities Status Package Description Pieces X Length Heigh e eSI NEA Patio chairs Ps 45 00 i L9 on Hand Patio bar 4 57 00 iNigonHand Box Patio tables 16 57 00 GiigonHand Box Patio tables 7 87 00 iRigonHand Box Patio tables 11 57 00 giNigonHand Box Patio tables 35 57 00 GiNigonHand Box Patio chairs 50 45 00 Add Patio barstoals 19 65 00 Add All K Description Pieces Leng Heic The options in the pop up
125. S 368 Gmail 242 H HTS 102 HTS code 66 I I amp E 74 Image file size for online store 205 Importer Security Filing 100 Imports ocean AMS filing 64 In Bond movement 74 Incoming Messages Configure 34 In Gate event 124 Intermediate Consignee 55 INTTRA 111 INTTRA corrections 119 INTTRA messages 121 INTTRA SCAC carrier code 112 Inventory Organizer 201 add inventory items to online store 204 add photographs to inventory items in online store 205 reserve items per customer 207 Invitations 15 16 Invite agent 18 ISF 100 ISF Elements Transit FROB cargo 107 ISF Elements US bound cargo 106 ISF error message 108 ISF filing types 104 ISF required data 102 ISF results 108 ISF configure 43 IT 74 ITN 54 ITN number 63 L LCL 120 License number 58 License type 57 License value 53 58 LIFO 210 Link containers 124 Load Houses from Online Shipment 224 Loaded on Vessel event 124 M Magaya AES plug in 46 Magaya Air AMS 90 Magaya Communication Server 257 credentials 263 ports 257 reload 259 Magaya Community 13 Search 14 Magaya Corporation contact help 10 Magaya Email Client 241 Magaya Inbox 22 37 Magaya LiveTrack 127 access and permissions 131 disable users 141 invite customers to use 138 log in 142 online pickup orders 167 online shipping orders 180 print labels 175 rates 153 using the interface 142 Magaya Network 11 Magaya Ocean AMS 65 Magaya Ocean Carriers Interface 111 Magaya OnTheGo 333 Magaya POD Mo
126. SSL TLS communication such as Gmail Yahoo GoDaddy Microsoft Office 365 and others The login and password fields become active after selecting an authentica tion method Select a Character Set encoding for the email The system is set to Western European ISO by default This displays the most common Western European languages such as Spanish Portuguese Italian French 242 CONFIGURE OUTGOING EMAIL MESSAGES German and English Other choices include Japanese Unicode and more HTML is used in the email message body by default If you uncheck the box the email text will display as ASCII text only Click the OK button to save settings and return to the Configuration screen To set the format for sending documents and reports select from the options PDF HTML or Magaya Document Designer Formats Document format FDF yt Report format HTML v Other configuration options for outgoing messages Send only the master shipment to the Carrier Send transactions income charges to destination agents Send transactions expense charges to destination agents Customer Tracking Invitation Email Select Email Template Customer Tracking Invitation Email User Defined hal Send only the master shipment to the carrier This box is activated by default This is the recommended configuration e Send transactions income charges to destination agents This checkbox is off by default Check it to activate
127. SmartBorder list and click the Add button Verify the addition by double clicking the name in the Magaya list to open the Customer profile The system will automat ically fill the customer name field and the Entity ID field Enter the address and other information as needed Ifyou are new to SmartBorder but have customers in your Magaya system go to your SmartBorder account and enter the customer names Then link them in the Magaya system CONFIGURE ABI 5 Synchronize Products Link the Inventory Item Definitions from your Magaya system to the products in the SmartBorder system Ensure there is a Part Number in the Inventory Item Definition Click Auto Link to synchronize the products If you have products defined in your SmartBorder account they will appear in the synchro nized list Synchronize Products SmarkBarder Products Database Products Code Description ID Auto Link Part Mumber Description LP25018 SONY LAPTOP id TEV 776 Teva Beach Sandal S100 Baseball loves R S 100 Sand P5125 5 rebar OLY W 01 Mew Balance runni MEO Mew Balance 200 r LP25018 SONY LAPTOP If you do not have products in the SmartBorder system add them in your SmartBorder account To add a product from the SmartBorder list to the Magaya list select the product and click the Add button Double click on the product in your list of Magaya products Add additional product details as needed When a product is linked the
128. TE THE MAGAYA PICKUP ORDER use the Shipment not the Pickup Order See the section on international ship ments with UPS The information you enter in the dialog box to create the Pickup Order is used in the UPS request so you don t have to retype anything Ensure the following when creating your Magaya Pickup Order On the Carriers tab select the Inland Carrier If you ship directly with UPS select them from the list Pickup Order General Shipper Consignee Supplier Carers Inland Carrier Carrier UPS a PRO Humber pee If you use a transport company to manage UPS shipping for you then select that carrier provider This will generate charges for that entity This field is used for generating charges not for scheduling the transport You will schedule the transport by using the Magaya Express Link option in the Actions button A bill will be generated for the Inland Carrier you select If no carrier is selected the system will tell you that charges will not be generated If you dont specify the carrier this message appears Magaya Explorer Carrier is not specified in the operation and charges will nat be generated with this configuration Do vou want Ea continue yes It is not necessary to enter any charges on the Charges tab for transport The Express Link feature takes care of it for you Extra Info If you are not paying but a third party is paying please see the section on Third Pa
129. TOMATED PROCESSING OF ONLINE SALES ORDERS If you set a System Alert in the Configuration menu as a Task then a Task dialog box will appear for the user who was assigned the task in the Alert See the section below on System Alerts for details Automated Processing of Online Sales Orders The sales order is received in your Magaya system and automatically added to your Sales Order List File Edit Sales Operations Maintenance Shipment Back Air Ocean Magaya Network Ground E E Magaya Network d community E i Messages Outbox amp Inbox T Sent E3 a US Customs Me Dates al Feo Date 3 24 2010 10 73 2009 12 76 2008 Status Humber W Loading 3 Wu nHand 2 mi Loading 1 d Ocean Carriers Hu Tasks 4 8 Quotations pe Jobs Jobs Job List Purchase Orders Purchase Order List A Sales Orders Sales Order List 1 When your system is configured to create Cargo Releases or Shipments automatically the system will create these transactions Go to the Cargo Releases List or Shipment folder you set up to find the transaction that your system created 2 With the invoicing automated the Invoice is automatically created and placed in the Invoices List Then you can email the invoice to the customer or email them a a tracking link so they can view the invoice online 3 Fulfill the order from the Cargo Release or Shipment by creating Pick and Load Tasks and sending them to user of
130. The details are visible by selecting the item and clicking Edit 5 Click Finish when you are done This will generate a new Warehouse Receipt with the information entered Enter and Decode a VIN on the PC This example explains how to manually enter a VIN on the desktop PC for example if a VIN barcode is too damaged to scan or you receive a list in advance etc 1 Inthe Warehouse Receipt dialog box or other applicable transaction click on the Commodities tab 2 Click the Add button and select Add Vehicle from the pop up menu 320 3 ENTER AND DECODE A VIN ON THE PC Click the mouse cursor in the VIN Number field in the dialog box and enter the VIN by scanning it or typing the number Add Vehicle Please enter the VIN number of the vehicle Click OK to save the VIN The system will decode the number and fill in the vehicle information into your system Continue with the Warehouse Receipt The system retrieves the vehicle data To view the data open the EEI tab of the Commodity dialog box Check the box Is Vehicle Commodity E General Identificatioh azardous AMS Not gt Include in EEI Schedule B code ra x FASSEMIRER MOTOR VEHICLES NESUI Measurement Quantity 1 Quantity 2 Value oo o License Type E ELLN EE License Humber Origin State of arigin X Export Code E o Dv Iz Vehicle Vehicle Military 321
131. UP ORDER 1 CREATE THE MAGAYA PICKUP ORDER This prep will save you from filling in this information every time which is not the best way or fun Express Link is designed to be fast so do this prep so you can get the most from it Fill in names phone email Customers General Address Billing Address Other Addresses Contacts M ame Orlando Garden Shop sy Phone 1 800 555 9000 sy Far Email teneeb orlandogarden com 5 Website Account Humber Contact FistName Renee J Contact Last Name Beauchamp j 00 Recommended Tips before getting started Determine what account to bill For international shipments know what documents are needed at desti nation Request UPS Shipment from a Pickup Order With Magaya Express Link you can send shipment requests right from your Magaya system Pickup Orders using existing customer and commodity data See the section Prepare Data Before Shipping to ensure you have all the ship ment data needed for the entities involved in the shipment request 1 Create the Magaya Pickup Order 350 This section explains how to create a Magaya Pickup Order and use the Magaya Express Link feature to schedule the shipment This sends a request to UPS for them to come to your facility to pickup a package In this example UPS is the carrier This is a domestic ground transaction For an international transaction REQUEST UPS SHIPMENT FROM A PICKUP ORDER 1 CREA
132. What the Customer Sees When your customer clicks on the link in the email they see the details of the transaction such as the cargo description and events You can set the events or add notes to the Events field in a transaction File Edit View Insert Format Tools Actions Help izzasend id c3 53 GR Y 3 options 6 sage has not been sent Subject Transaction Tracking Dear Valued Customer The tollowing transaction is bemg processed in our system Please use the link below to keep track of the status of your order For use on desktop browsers https track masaya net IransTraclang IransIrackina dll ID 12345 For use on mobile devices http mobile masaya net etworkId 12345 Number ds8ca5 Your Magaya Network ID is automatically included in the links They can check the status by using this same email message many times It will always retrieve the latest information To send a batch of email messages select all the transactions in the list or filter the list and click the Email button option to send Batch Email For more options right click on the selection 235 SET TRANSACTION TRACKING PER CUSTOMER Set Transaction Tracking Per Customer 236 To customize how you send transaction tracking email messages to your indi vidual customers vendors or freight forwarders set the tracking options by following these steps in this example 1 Right click on the customer name in the M
133. a system Cale Linreariidad 23 amp irport Way M Fiege Siret B eco Tras Ca 1559 SM 52 Street B ireehWorss Fabricators Sesso Fees Wee Tt xx biyi rph bed ar ono A4 Benet college Road Disc armes Pike hop 100 Harber Drive Seaton scams TERTA BAD HJE dist Sirt E venezuela Shoe Dihitt Warehouse Mare Cokomibisn Grasan amp x Shapgung une M karen 9i MASA Integrated Circuits B ames tut abes 27 hue de la Couksserereene Link the two systems by clicking the Auto Link button Synchronize Clients SmarkBorder Clients Mame Short Name Number Auto Link a9 Deco Truss Co DECDTRUSS 1031 ef Japanese Garden Company JAPGARDEN 1030 eam oe Honeywell Aviation Services HONEYWELL 1026 Unilink x MADAYA CORPORATION BROKER 1001 The Short Name column displays a code name that is equivalent to the Entity ID field that is included on the Magaya Customer profile dialog 309 CONFIGURE ABI 310 F box Customers General Address Billing Address Other Addresses Contacts Rates Charges a Name Deos f DELOTRUSS Phone BUL 7 44 2225 Fas 800 744 2229 The icon next to the Smart Border client name indicates if the client is linked or not A red X indicates that the SmartBorder system did not match the SmartBorder name with a Magaya customer name To add a client to your Magaya list select the name in the
134. ae thet AEE Ga Reecouneee 357 DB E DCIS acura cee ete ee ese es E MU LIN ee ES 358 Where is the History of my Request Saved 0 0 0 0 ees 360 To Cancel a UPS REGQUESU drs acute oU wn dew sacks es een ew eee ss 360 Tracking Updates for Your Customers 0 0 00 361 Coe AE e e aste VU od Peut areae aS eee uaa ama oa Seer 361 Request UPS Shipment from a Cargo Release 362 I Create the Magaya Cargo Release ces REX e46 080420405 362 2 schedule a UFS SNDE s ue i r des drea tort raed ot d deett Orhan es 364 CIE EAS Sse etos ied he aab bir INS erin eel eet whee ENS ergs ie Ur pet PON EN Let 368 Din E 30 Ines eso es oUU Ea eed md eS eee en ener cee eee 370 TAG DM TR CPC 371 Generale C Haroes ssec ce eee Reet DE E EE US NA UE NES I S d 372 Cancel a UPS Shipment Request 0 54 ose e e o 372 Request a FedEx Shipment from a Pickup Order 373 I Create th Magaya Pickup Order 2 geb E oS eRe WA Rx 374 2 Schedule a FedEx SHIPMEOL sirce soda ser ee mde s Gem e S hens HR e eee Ue 376 Pint ESDClS osos encor eR LN D Pu i dE p dt EE E 379 Cancela FedEx ReQUESE 4 23 Er estos T t tate aie T ae ts 379 Generate CAR OCS a se chs dob es deditos lea ah dado dubio E aep 379 Express Link International Shipment with FedEx 380 LC reate the SHIPMENT rianda sueis Ped e WS is IE BRE RM SHOES n e Mor ee 380 2 Schedule the FedEx Shipment with Express Link
135. agaya representative and provide the names of the carriers you use Ensure the carriers are in the INTTRA network 111 CREATE A TRIP SCHEDULE See http www inttra com the network partners carriers You must also enter the SCAC code for the carriers in the profile dialog box of each carrier on the Ocean tab If not you will get an error when processing shipping instructions Carriers General Address Biling Address Other Addresses Contacts Ocean Rates FMC Number SLAC Number SUDU Required for INTTRA This plug in works with the Magaya Cargo System and the Magaya Supply Chain Solution Create a Trip Schedule 112 To optimize your use of the INTTRA plug in we recommend setting up trip schedules in your Magaya system The Trip Schedules feature in Magaya Explorer gives freight forwarders and logistics companies a method of saving information about the carriers used regularly Then you can use those trips when you send booking requests to the ocean carriers through the INTTRA plug in Note NVOCC s use the Trip Schedule to communicate with carriers In Magaya Explorer create a Trip Schedule in the Bookings folder 5 f Bookings A Bookings 5 Booking List 1 Click on Trip Schedule 2 Click on the Add button and select Ocean Trip Export For complete details on using
136. agaya Knowledgebase article Online Shipping Orders Make a Request http knowledge magaya com search online shipping orders request Online Shipping Orders Setup and Process 1 Setup Online Shipping Orders 180 With the Online Shipping Orders feature your customers use Magaya Live Track to place shipping orders and instructions 24 hours a day 7 days a week Customers can use the cargo information that was entered in your system such as from a Warehouse Receipt or a Pickup Order When you receive the order in your Magaya system the information can be grouped by Houses to create consolidations If you have automated charges set up for Pickup Orders Shipments or Cargo Releases the charges will be automatically generated when transactions are created online ONLINE SHIPPING ORDERS SETUP AND PROCESS 1 SETUP ONLINE SHIPPING ORDERS To configure your Magaya system to process Online Shipping Orders and Online Cargo Releases follow these steps 1 In Magaya Explorer go to Maintenance gt Configuration 2 Click on Online Shipping Orders Allow Online Shipping Orders Shipments and Cargo Releases Select the modes of transportation you wank to enable when posting Shipping orders Description Method O Pedestrian Ground O Road Other Ground v Air Air vf Air Containerized Air Save shipments in this Folder o Check the box to allow online shipping orders shipments and cargo releases Select the mode
137. age Additional handling a aoe hs Es Send Eun ery Peet MEODICal pul WLI option is useful for awkward sized packages This is The Additional Handling checkbox will add to the cost also e Dry ice is used for shipping foods pharmaceuticals and other items that need to be temperature controlled You can specify how much of the total package weight is dry ice versus the item itself Decide on a rate Rates are affected by the options selected Try different options to see if you get a better rate 369 REQUEST UPS SHIPMENT FROM A CARGO RELEASE PRINT LABELS Click Save amp Next to go the next screen Verify the information in this screen This screen shows the sender recipient origin and destination information the payor package details and cost for the service you requested Send the request The system gives you a confirmation and saves it in the Messages folder Back Air Ocean iara Print Find GO 9s 808 0 9 9 Wagaya Express Link Um Page One x Magaya Network 2 Dates eed Community Messages Outbox Status Date Courier amp Inbox J Requested 06 07 2013 UPS sent W Requested 06 06 2013 UPS W Requested 05 29 2013 LIPSe W Requested 05 09 2013 LIPSe E 3 US Customs Messages Z Ocean Carriers Messages Wl Tasks Print Labels The system asks if you want to print the labels now Click Yes or No Affix the labels on the packages so they are ready w
138. age status is updated online automatically Manage returns and rates for domestic shipping Additional carriers to be added Where to Find Help 10 If you have questions or need help please contact Magaya Corporation Phone 786 845 9150 Email support magaya com How to articles video tutorials and user manuals are available on the Magaya website www magaya com and on YouTube com Magaya Corporation also offers training integrations customizations and other services Please contact us with any questions Tips are available in Magaya software in dialog boxes and other screens in the Magaya Explorer Hover your mouse over the Magaya Tip icon and click on the message to read the tip or see a video tutorial Use of the Magaya software and its documentation are governed by the terms set forth in your license Copyright O 2015 by Magaya Corporation All rights reserved 2 THE MAGAYA NETWORK INTRODUCTION 2 The Magaya Network Introduction The Magaya Network provides the infrastructure for Magaya software users to connect with their customers destination agents other Magaya users and US Customs The Magaya Network enables you to send and receive documenta tion transactions and other data about shipments etc The Magaya Network is included with all Magaya software products As documents and other information are sent over the Magaya Network the status of those transactions is updated in real time For example upda
139. aintenance gt Customers list or go to Contacts for individuals Option To configure a group filter the list to show the customers you want to set Transaction Tracking for and then select all their names and follow these steps to set them all at once instead of one by one Select Configure Tracking by Transaction from the pop up menu 2 Customers Mame oF 5 Venezuela Shoe Distrib 2 Tropical Landscaping 2 Trek Bicycles Ed Steelworks Fabricators E Shimano PvE Piping Co 9 Prague Bicycles a Prague Aviation Compa 2 Prada Shoes 2 Powerbar a Fort of Miami a Pittsburgh Steel Co 5 Pinarello Dealer 2 Irlanda Garden Shop Old Dominion Freight 2 NASA Integrated Circul 5 Miami Intemational Arp a Miami Distribution Cent a Mexican Furniture Co 2 Medect Art Gallery Other Reports Reports Statements Allow Tracking Remove Tracking Send invitation email WebTrack User List Configure Tracking by Transaction Transactions Listing Open Transactions Rates Contracts Query Rates On Hand Carga to bill Choose Columns Import Export This menu can also be accessed by selecting the customer name and clicking the Actions button SET TRANSACTION TRACKING PER CUSTOMER 2 The dialog box that opens displays the default configuration This example shows all the transactions are set as defaults for the customer Tracking by Transaction Tracking e mails L Use default confi
140. aking twine ArbarTie ookings 125848 wheelbarrow Brentwan Ei Purchase Order In any list to open a transaction and view it double click on it To group items in a list click the arrow on the side of the Status column header and select Group by this field 8 Dashboard Sg Cargo Detail Dates Al w Package Description 3 Status Sort Ascending arrivin Sort Descending ich Mores Group by this field press Mulch B onu pes Fl Show in groups Qi ariving Qi arriving C Qi arriving Paver stones Filters 151 LoGIN AND NAVIGATE THE LIVETRACK INTERFACE WORKING WITH TRANSACTIONS IN MAGAYA LIVETRACK 152 This will display totals per group In the Shipment list you can select columns that display information from the P O and the Commodity description To add an attachment click the Upload button Find the document and add it This will make the document available for your logistics provider The maximum file size is 5 MB Warehouse Receipts WH 57 x o y oO gt Qu HWC Carga Company Humber WH 57 8 725 NW 1B Terrace T MA Miami FL 33172 Received ee Mar 24 2010 01 31 PM UNITED STATES Received By Bene Taylor Phone 305 555 7788 Status i In Process Shipper Information Consignee Information Orlando Garden 5hop Tropical Landscaping 56 NW 120 Street 12 Coral Ridge Drive Cutler Bay FL UNITED STATES Phane 305 555 2300 Fax 305 555 2301 Carrier
141. and Supplier Information Driver cerea cuipplier Name Orlando Garden Shop Add an attachment You can also save an attachment Click the attachment icon to select it and click the Save button This will save a copy of the document on your computer or network in the folder you specify MAGAYA LIVETRACK RATES AND CARGO DETAIL RATES If you have items with serial numbers they will be grouped Click the plus sign to expand and view the list ss Warehouse Receipts WH 137 2 o gt g Back Home Forward Frink Close PRO Mumber Pcs Package Dimensions SE Location Invoice Number Expiration Oty Date P O Number Part Number 10 Pallet 48 00x42 00x40 00in Laptop Sony 111111 111111 Supplier Mame Miami Dis Description Motes Model Serial Number Serial Sony Pieces wet 10 Serial Numbers fee ey II 1111 999998 2222 33333 4444 55555 66666 Magaya LiveTrack Rates and Cargo Detail Rates In the Rates section query and view rates prices for services related to moving cargo In the Rates section your customers can query and view the rates prices for services related to the movement of cargo that you have created in your Magaya system for air ocean and ground service 153 MAGAYA LIVETRACK RATES AND CARGO DETAIL CARGO DETAIL Select the type of rate wanted by selecting the method air ocean ground and click the Refresh button View the rates by origi
142. and select the type of shipment Air Ocean or Ground The screens for air ocean and ground shipments are similar This example will show an air shipment E ETIE EE e x fupe wabllNuseer Dae Shape Comia Cane iz Fort DE 25 2005 Sem Hee Tropea Larehicapr Sogarland Truck 04 22 2008 Ceibbeen mpa Ledas Cashes Aedes Drei Turk Is Ocean Shipment Ground Shipment al ny bleu Y Commodities i Contact Info E General Info E a Submit Note In LiveTrack 2 0 the screen has a different appearance but the same functions To widen the panel and select commodities click on the line separating 185 ONLINE SHIPPING ORDERS MAKE A REQUEST How TO UsE ONLINE SHIPPING ORDERS the panels and drag it Dashboard JP shipments Q Cargo Releases z Bookings apes Step 1 of 4 Commodities Pickup Order Lu e Avadatia Turns FAT rl Status Package Description Mie LISSE Receipts cares retail E Click the line and slide to widen panel TInseenitary ali Ju DER E ga Stahs Package Description Largo Releases S boi pen ints l an a lr EM i ls o 0n Innes US Chere 186 3 ONLINE SHIPPING ORDERS MAKE A REQUEST How TO USE ONLINE SHIPPING ORDERS To enter Commodities Select from the Find By dropdown to choose Consignee Part numbers Pickup Order number or Warehouse Receipt number This example uses Warehouse
143. and sort through them based on measurement of the cargo mode of transportation origin and destination Bookings Your customers can view existing bookings and place their own bookings Pickup Orders View Pickup Orders to check their status and details such as the shipper carrier number of pieces etc Customers and agents can create Pickup Orders online to request pick up and delivery of items and to print labels Warehouse Receipts WR See shipper information consignee carrier item descriptions date and time received cargo on hand in transit or delivered and more Cargo Detail Shows all the cargo in the warehouse for the customer i e every box in every WR but not grouped by WR Inventory Shows what inventory is available for customers who keep inventory in your warehouse View part number description serial number manufacturer etc by right clicking on the commodity Cargo Releases View Cargo Releases and their release date and time carrier number of pieces dimensions etc Customers and agents can create Cargo Releases for items they want shipped The screens are the same as creating an online shipping order See the section Online Ship ping Orders for details Shipments Shows information for a shipment and any documents attached to it such as the air waybill cargo manifest etc Shipping Orders Create a shipping order based on items on hand and include delivery instructions Invoices Shows inv
144. and the topic Track2Go for details E 7 Select the language English Spanish or Portuguese 232 8 9 TRANSACTION TRACKING SET UP In the box titled Transaction Tracking Email select from the following options to set up how you want to send emails Transaction Tracking Email Don t send tracking email to clients C3 Ask before sending tracking email to clients C2 Automatically send email to clients when a transaction is Finished Use Magaya Email Client to send tracking messages Select Email Template Transaction Tracking Email User Defined hal Dont send tracking email to clients this option will not automat ically send email messages You must go to the Email button on the top toolbar in your Magaya Explorer and click on the arrow on the side of the button and select the option Send tracking link by email An email is generated Click Send Ask before sending tracking email to clients this option will create the email and display it on the screen You must manually click the button to send the email message Automatically send email to clients when a transaction is finished this option will send the email automatically You do not need to create the email or click the Send button To customize which types of transactions you want to send to specific customers see the section Set Transaction Tracking per Customer Use Magaya Email Client to send tracking messages thi
145. ans individual packages Only the Equipment containers you have available will show in the list c Click the Type to select from a dropdown list of choices and describe this item and enter the quantity of pieces d Click the Add button to add this cargo to the request Add as many items as needed 164 ONLINE BOOKINGS MAKE A REQUEST How TO USE ONLINE BOOKINGS 4 Click the Next button to add enter the information about the entities Shipper and Consignee Step 3 of 5 Contact Information Shipper Information Consignee Information company Mame company Mame Tropical w Type in the Destination w Address Address wr hk d Contact Name Contact Name Contact Phone Contact Phone Street And Number Street And Number Type in the Destination address City State Region City State Region Country zip Code Country zip Code Select the Shipper Tropical and Consignee names Note The Shipper can be the customer you freight forwarder or logistics provider who will ship the cargo The Consignee is the recipient at destination In this example Tropical is the Shipper Select the address from the Address dropdown menu 5 Click the Next button to go to the next screen Enter any notes as needed Dashboard Bookings Step 4 of 5 Additional Motes i any notes as needed 165 ONLINE BOOKINGS MAKE A REQUEST How TO USE ONLINE BOOKINGS 6 Click the Ne
146. ant from the pop up menu Options include setting the shipment as In Transit General Ept As the status of the shipment changes the status column is updated in real time in your Magaya system and in Magaya LiveTrack If you have configured your Magaya system to send out automatic Transaction Tracking email messages the system will send an email message to the customer with a link so they can see the most recent update in status Online Shipping Orders Make a Request How to Use Online Shipping Orders To place a Shipping Order online or send shipping instructions to your logis tics provider first log into the tracking website on your logistics providers website or tracking magaya com and then follow the steps below Video See the Magaya Software YouTube channel for a video on creating Online Ship ping Orders This video shows your customers how to enter an air shipment and 183 ONLINE SHIPPING ORDERS MAKE A REQUEST How TO USE ONLINE SHIPPING ORDERS an ocean shipment request online The interface may be slightly different but the functions are the same or similar 184 ONLINE SHIPPING ORDERS MAKE A REQUEST How TO UsE ONLINE SHIPPING ORDERS http youtu be 1IF9ig543gc 1 2 Click the Shipment icon in the side menu If you are creating a Cargo Release click on the Cargo Release icon The functions are the same Tip To change the columns click the Actions button Click the Add button
147. any errors before sending the PTT request Arrive the transfer 85 CUSTOMS IMPORT REGULATIONS MAGAYA AMS ViEW RESULTS MESSAGES View Results Messages To view the Customs messages notifications for the shipment 1 From the shipment click on the arrow on the Customs button in the Ship ment Toolbar and select AMS and ISF Results P x Ll x nsac Send Customs Commad Actions Send EEI to AES i Load ap Add EEI AES Results In bond Information AMS Partners Notification AMS Importer Security Filing ISF MEL brass cand MI HBOL14 1 2 Inthe screen that opens any messages will be displayed The list can be filtered if needed You can also click the Get Messages button to retrieve messages AMS and ISF Results for shipment X Direction Date Application Type Comments hi anife Filter US Customs Results a oho p Last status notification recereed from US Customs Action D ate Descriptions 86 CUSTOMS IMPORT REGULATIONS MAGAYA AMS OTHER OCEAN AMS PROCEDURES AMS messages are also available in the Shipment List by clicking the Detail button or see messages in the Messages folder under the Magaya Network folder HWC Cargo Company Mazaya Explorer File Edit Sales Operations Maintenance Shipment Magaya Network Accounting v4 8 x Back Air Ocean
148. any name is correct vou many enter in an invitation message and select OK to complete this invitation Magaya Network ID 14991 Company Mame Jeff Ranier Invitation Message Jello Please accept my invitation Ea do business with your company Cancel 18 SEND A TRANSACTION FROM THE SEND BUTTON e Or invite an agent by selecting them from your list of Forwarding Agents Add Contact from my Forwarding Agent List Select the agent you would like bo add From your Forwarding Agent List Enter the Magaya Network ID of your Forwarding Agent and click an the verify button The company name registered on the Magaya Network will be displayed below Once you have verified the information is correct click on the OK button bo add the agent to your contact list Agent Name Lima Destination Agent V Magaya Network ID Company name of the verified ID Send a Transaction from the Send Button You can send Warehouse Receipts and Shipments to an agent or business partner in the Magaya Network when they are not online by using the Send button 555 For example you can send a consolidation to a destination agent who is in a different time zone and the transaction will be in their inbox when they log in to their Magaya system If they set up an email System Alert they will receive an email message to notify them 19 SEND A TRANSACTION FROM THE SEND BUTTON 20 To send a transaction go to the s
149. applies to the Magaya Database Server Communication Server Credentials If you select the Database level Authen tication method for employee login you will need to add the Magaya Commu nication Server to your Employee list and give it a user name and password For more on server authentication see Chapter 8 of the Magaya Software Custom ization Manual 263 MAGAYA COMMUNICATION SERVER USER INTERFACE 264 9 ONLINE PAYMENTS ONLINE PAYMENTS INTRODUCTION 9 Online Payments Online Payments Introduction Magaya Corporation partnered with First Data and PayCargo to provide online payment options for users of Magaya software Your customers can pay their invoices with a credit card when you set up a merchant account with First Data and enter the customer information in your Magaya system With PayCargo you senda link to your customers so they can pay their invoices on the PayCargo website by entering their bank information to pay by e check ACH Learn how to register for the services configure your Magaya system to use them how to give your customers online permissions how your customers pay you either in your Magaya system or online and how you process receipt of the payment Getting Started To get started with the online payments options first contact Magaya to activate the option for your Magaya account Then refer to the following topics to learn about the options and choose the one that s right for your
150. ated the total amount c Include EEI Group Description Pieces Value EE Value M Yes Schedule E Code Arc welder 4 10 000 00 10 000 00 vf ves Schedule B Code Makita power drills 10 B BO D 800 00 v res Schedule B Code Drill pipe 100 FOO 000 700 000 00 vf ves Schedule B Code Welders helmet 25 4725 00 4725 00 Ma Description Assembly hardware z 200 00 0 00 Ma Part Humber Bosch Spark Plug 100 300 00 0 00 When shipping vehicles each vehicle is listed individually Web EEI Shipment 0l Setup EEI Information For Shipment Items Shipment tems has been grouped by YIN Schedule B code Part Number and Descriptic an Details For your convenience for each group the system has calculated the total a Include EEI Group Description Pieces Value vf Yes VIA 2010 PORSCHE 811 CARRERA CARA 1 20 000 00 M Yes VIN 2007 TOYOTA CAMRY SOLARA SE SP 1 17 060 0 To enter or edit Schedule B information of vehicles select multiple lines of different vehicles press the Shift key and click items and then click the Edit EEI button The EEI dialog box appears Enter the data needed and click OK The ability to select multiple vehicles and edit them as a group helps to speed up setting EEI data that is common to all the vehicles Then a checkmark appears in the column Include EEI for each item To reverse the action click the Reset EEI button to return the informa tion back to the way it was before To view i
151. attached to your shipment on the Attachments tab If more than one draft is sent over time they will appear in the Attachments tab o c m Bb amp BF x Hauses Add Dac Profit Liquidation Transac Send General Entities Routing Charges Events Deliver Attachments Notes Waybillh p Select Device Dea 771 59 KB FINAL BL 249 13 KE Changes If you need to make changes to a Bill of Lading you can resend the shipping instructions The final Bill of Lading will also appear in the Attach ments tab You can also view the Bill of Lading from the Ocean Carriers Message folder under the Magaya Network folder TRACK SHIPMENT EVENTS Option View messages in the Shipment List gt click the Detail button and select the option Ocean Carriers Messages Track Shipment Events All the Events associated with the shipment are displayed on the Events tab in the shipment in your Magaya Explorer r ES if B PP Houses Add Dac Profit Liquidation Transa General Entities Routing Charges Events Delivery Attachments Notes v Show events from all related transactions Date amp Details Sep zb 2013 14 20 00 IN GATE Container No TRHU 480247 Sep zb 2013 14 22 00 IN GATE Container No CRI 4875540 Sep zb 2013 14 40 00 LOADED on VESSEL Container No TAHU 4830247 Sep z5 2013 74 45 00 LOADED on VESSEL Container No CRU 4875540 Sep zb 2013 18 30 00 YESSEL DE
152. ays at the top of the screen This is the entity who is shipping the item Other options include units and currency The billing account is the entity who will be billed Select to bill the shipping account a third party account the recipient or collect The information in this screen is pulled from your shipment Verify the details and click the Save amp Next button 382 EXPRESS LINK INTERNATIONAL SHIPMENT WITH FEDEX 2 SCHEDULE THE FEDEX SHIPMENT WITH EXPRESS LINK The next screen displays package options services rates and more Shipmani Fes Courier ntertece Vizard x ERN Ja SD ons Shaper Hate Asagi references bo labels choose your shipping datz a Heferences Sardar piluo Drop off Regular pug Pkg amp Dearption Drenig Weight Packaging Ceckerned value Lange packa hom 1 Chine Glass Magnets 7 Cre L4 OCO 1 2 00 NI 156 00LB8 Other LED 0 00 Me No Package details E F Tobals Packages i eit 16 00 LB Declare value LED 0 00 Deier confirmation per shipment COD per shipment Confirmation Service default mndude Amount 2 00 usp Shipper Release Funde Any Date Shipping day Tarsday Mer 22 2014 Handoffipidaun Eme BD DO PH ez Services Carrier FedEx Expressi Service name Cost Egfmeed arrival Rates display here The Description field is required The field is located in the Options sec
153. ber OO00162 6 SmarkBorder Number 0860019 Go to your SmartBorder account and enter the SmartBorder number to review the transaction and add any needed data before sending the trans action to Customs You can also review the documents you are filing Send the transaction to Customs for processing After your transaction is processed by Customs you will receive messages in your Magaya system As events are posted to your system they can be viewed online by your customers who are using Magaya LiveTrack or with Magaya Transaction Tracking When the shipment liquidation is performed the duties taxes and fees are included in the liquidation 12 VIN DECODER PLUG IN VIN DECODER INTRODUCTION 12 VIN Decoder Plug In VIN Decoder Introduction The Magaya VIN Decoder plug in streamlines exporting vehicles by enabling you to enter the Vehicle Identification Number VIN into your Magaya system and automatically gather vehicle data LU mT Lie bal YW B 7 53 A WJA When you scan the VIN the system automatically populates much of the vehicel data such as the make model and year and saves it in your Magaya data base VINs can be scanned entered into the Magaya system for Warehouse Receipts Pickup Orders Quotations and shipments The scan function is available on the Commodities tab of these transactions 315 VIN DECODER GETTING STARTED VIN Decoder Getting Started To get started with the Ma
154. bile 285 create delivery tasks 289 delivery 293 driver retrieves tasks 290 map 292 orders list 291 set measurement units 288 signature 294 update task status 294 user set up and access 286 view status online 296 Magaya VIN Decoder introduction 315 scan VIN 319 Manifest send to Customs 67 Manifest Create 68 Manifest sequence number 43 Marks amp numbers 66 Marks and Numbers 60 Merchant account 266 MIB 77 Mobile app 325 Multiple databases 262 N Notification of an online transaction 170 Notification of online sales order 196 Notifications in Chat screen 33 Notify receipient of transaction sent through Maga ya Network 19 O Ocean carrier messages 116 121 Ocean carriers connect to 111 Offline mode POD Mobile 285 300 Online bookings configure without Trips 157 Online creator notice 140 Online Customer registration alert 137 Online payments see also PayCargo 270 Online pickup orders 167 Online Sales Order convert into a Shipment 223 Online Sales Orders allow backorders 192 automate cargo release 194 automate charges 193 automate invoicing 192 cancel 193 feature an item 194 Inventory Organizer 201 set customer access 195 setup 191 view customer access 197 Online shipping orders 180 Online store 208 how to process orders received 221 how your customers place orders 216 Online store see Inventory Organizer 201 Online tracking tool 127 Out Gate event 124 Outgoing Messages Configure 31 P Paperless 1n bond
155. box If you click Cancel the screening is incomplete and will need to be done again to proceed Blocked Shipments Ifa shipment is marked as Blocked as a result of the screening process the EEI cannot be sent to the AES The system will notify you of this Only a user with permission can go to the screening history list and clear the shipment status To send the EEI the shipment must be modified by removing the blocked enti ties and performing the screening process again The other option requires a 408 TRANSACTION Loc or SCREENINGS user with Compliance Officer role permission to change the status of the ship ment and specify the reason in the Screening Results dialog box Transaction Log of Screenings The system displays all the transactions from the Options menu on the top menu of your Magaya Explorer Accounting Reports Help Print ML ev T Find Refresh F5 ers View Transactions Lag View Log for this Transaction Phone View Denied Party screening results Configuration Every time entities are screened the results are logged in this list 409 TRANSACTION Loc or SCREENINGS 410 Index Numerics 1072 initiative 100 A Add a Bill of Lading 73 AES 46 how to file 47 AESDirect user name and password 44 Air AMS change 92 departure notice 93 how to file 91 Amendment to Bill of Lading 71 AMS 64 for Carriers 89 non containerized cargo 89 notify partners 88 AMS r
156. button before getting the Tasks This will save the Tasks and all data on the mobile device and upload it later when reconnected The following steps will explain the procedures to perform tasks on the PC and how to use the handheld mobile units and on smart phones POD Mobile Getting Started Activate Magaya POD Mobile by contacting Magaya Corporation The hand held units or smart phones must be purchased separately Video See the video tutorial on POD Mobile http youtu be Yy5BSn07vx0 Follow the steps in this topic also available online in the Magaya Knowledge base http knowledge magaya com search POD_mobile 285 ADD POD MOBILE USERS Add POD Mobile Users To add users and give them access to use the Magaya POD Mobile application follow these steps 1 In Magaya Explorer go to the Maintenance folder gt Employees 2 Open or create the employee profile and go to the User tab General Address Biling Address Uther Addresses Disable access for this employee Fasswoard x Division Can only see transactions from this division Allow Magaya OnTheGo access Allow Magaya Network access Allow Magaya Software API access Allow Magaya WMS Mobile access Allow Magaya PUD Mobile ACCESS 3 Clickon checkbox to Allow Magaya POD Mobile access 4 Click OK to save This user s name will now appear in the list of POD Mobile Users in the Maintenance Con
157. cal Landscaq Transactions Listing contacts Caribbean Flower Rates E Emplovees a Julio Cruz Contracts A Ports 4 Eds Crane Servicd Query Rates a Countries 2 HK Parter a Configuration Bogota Bike Shop mE Accounting Cervelo Bicycles Snes eu E3 amp l Outgoing Shipments amp Buyer 1 Import Incoming Shipments amp Art Supplies Export fi Miscellaneous BUA erator aL Soc 195 ONLINE SALES ORDERS SETUP NOTIFICATIONS 2 Inthe dialog box that opens select the Tracking tab Check the box Online Sales Orders Web Track User Gieneral Tracking Restrictions Specify the tracking permissions Far this user Feature Approve Dispute Invoices Bookings Cargo Releases Inventory Items Invoices Send Online Booking Requests Send Online Payments Send Online Shipping Orders View Inventory bene View Invoices View Pickup Orders View Quotations Wiew Shipments View Warehouse Receipts Note The other option Sales Orders can be checked to allow the customer to view sales orders that you create Uncheck it if you do not want the customer to view the sales orders You can also give your customers permission to send attachments approve or cancel a Sales Order Be sure to have this option enabled in your Configuration menu Notifications To receive a notification in your system to alert you when a customer places a sales order in LiveTrack go to Mainte
158. cally file US Customs documents such as the Entry Immediate Delivery Form 3461 and the Entry Summary Form 7501 using the Magaya SmartBorder ABI Integration plug in This plug in is available for the Magaya Cargo System and the Magaya Supply Chain Solution Getting Started Register with SmartBorder com To get started using the SmartBorder ABI connection with your Magaya system contact your Magaya representative to activate the feature in your Magaya account Next go to www smartborder com to create an ABI account Tell them you will use Magaya software to connect to SmartBorder After you create the account log in and install the software Any future updates to SmartBorder s software will be installed when you log in Follow the steps below to set up your Magaya system with the correct Items amp Services to ensure your system manages the expenses from the ABI service Then configure your system so you can file ABI transactions Create Items amp Services In your Magaya system create the expense items in Items amp Services for the ABI service such as Duty Tax ADD antidumping fee and Countervailing CVD and other items You can assign these expenses to any Item or Service you choose or create specific items in your Magaya system For information on creating Items amp Services see the Magaya Software Accounting Manual 307 CONFIGURE ABI Configure ABI To use the Magaya SmartBorder ABI integration configure it i
159. can place Pickup Orders online to arrange pickup and delivery of items with the Online Pickup Orders feature from Magaya They can also print labels at their location and place them on the boxes to clearly identify them for pickup The orders are then sent to your Magaya system to process Lens w E i a a amp Customer places You receive order amp Items picked up and order online arme at warehouse Arrange pickup amp Prints labels and e You neceive items places them on boxes e Giv order b driver Creabe WR Einvnpice dl Dv ATP LiveTrack 1 Em 1 Em 1 VET Bowes ER lel Br E T T E m 1 ana Arriving Tn Transit Online Pickup Orders is a plug in for the Magaya Cargo System and for the Magaya Supply Chain Solution To offer your customers the option to make reservations online you must first activate it in your Magaya account Contact your Magaya representative to turn on the function To get started with the online pickup orders feature after it is activated for your Magaya account you will need to configure it and let your customers know how to use it 167 ONLINE PICKUP ORDERS GETTING STARTED GETTING STARTED 168 Start with the topic Online Pickup Orders Set Up and Process This explains how to configure the feature and how to process requests that your customers send you from LiveTrack Here is the link to topic in the Magaya Knowledge base http knowle
160. ccount Number Text j Default Contact First Mame Tex Contact Last M ame Test Identification Number Test Ident number type Text Visible System ID Integer Word wrap Street and Number Test o City Test state Text lign Lett v County Test ip code Text Tracking LL ser Login to the system C EMail wv The new column O Fax heading O IP Address Street and Number 1 T db Add Columns Field Type Text af Width 110 The order of the columns can be changed by clicking and dragging each one to a new place in the list or by using the Up or Down buttons Adjust other settings such as the column width as needed When you click OK on the Column Settings dialog box to close it the changes are saved and can be viewed in the Customer List Reports can be made using this login ID information or other details by going to the Reports option available from the Actions button This column element is also available to use in the Advanced Filter This view of customers can be saved by clicking on the star button on the top of the list For more details on saving views see the Magaya Cargo System Opera tions Manual Chapter 5 Magaya Explorer Interface NEXT Set up the inventory items you want in your online store See the article Inventory Organizer 200 INVENTORY ORGANIZER INTRODUCTION Inventory Organizer Introduction The Inventory Organizer is used to crea
161. cel Oocument The following actions can be performed from the list or while viewing the transaction Proof This is a review of the transaction It is often used by booking departments who review the transaction amount due date and any other information before the accounting department approves them When a transaction is Proofed the status changes from Pending to Proofed Proof and Approve Approve means acceptance of the charges Enter payment information The system sends a message to you to notify you that the charges are accepted Set the payment due date terms according to your needs Approve Use this to enter payment after the transaction has been proofed The sends a message to you to notify you that the charges were paid or will be paid on the due date Set the payment due date terms according to your needs Dispute Dispute means the charges are not accepted Enter amount disputed Click on Dispute button In the screen that opens select the dispute category subcategory and enter a reason for the dispute A history of the dispute is displayed A Dispute notice is sent to you The following options are available when viewing a Transaction e Alerts Set up alerts according to your preferences in the Alerts amp Reminders section 280 ONLINE PAYMENTS PAYCARGO How YOUR CUSTOMERS UsE PAYCARGO COM Show BOL This button appears when the invoice is attached to a ship ment View the Bill of Lading for that ship
162. cipant Master In band MIB In bond Entry Type M 61 Immediate Transportation IT Conventional in band Number C In bond Carrier Code SCAC C Carrier SCAC code here US Part of Destination Intermediate Destination C Foreign Destination Part E amp MS TSF Foreign Place of Delivery E I5F Only Value Ma S000 Bonded Carrier ID Mumber M 11 387B543Ul Paperless In band Number C VND1231 2351 BID FDA Indicator Mark ta indicate whether or nat any of the cargo on this in bond ts subject to the Bioterrorism Act of 2002 reporting requirements Md Mandator C Conditional see help Cancel Help 76 CUSTOMS IMPORT REGULATIONS MAGAYA AMS MoVvE IN BOND CARGO e Select the Bill of Lading type from the dropdown menu In bond Information for shipment Shipment 74 Bill Of Lading Type 0 Regular bill Paperless Ma 2 Empty equipment instruments of international trade Masher In ban B Regular Bill Foreign Retained Un Board FAROB I Master Vessel Operating Common Carrier MOCC In band Entry Typs M Mon Vessel Opr Common Carrier HD CC Master Vessel Operating Common Carrier FAROB MYOCC FROB F Maon Vessel Operating Common Carrier FAROB NYOCL FROB G Regular Bill FAROB Importer Security Filing In bond Carrier CoA Hause FR B Importer Security Filing 5 House Bill Importer Security Filing where the Master BOL is Type T In bond Type b2 63 with Importer Security Filing Int
163. count Number a llene Taylor Employee POD Mobile User si T T tg x E F de E Add Edit Delete Filter Untilter Actions Close 3 POD Mobile Units Click on this button to open the measurement units dialog box This is the same dialog box as explained in the topic Measure ment Units Measurement Units Measurement Units Length Meter m Area Squared Meter rre v Volume YW eight Volume weight Volume Weight Dimensional Factor 155 00 irr 7 Ib 288 Create Tasks CREATE TASKS 4 Click the Save or Reset button when done Delivery tasks for the Magaya POD Mobile are created in your Magaya Explorer using transactions that involve delivery such as Cargo Releases Pickup Orders or Shipments The delivery tasks are stored in your Magaya database and are retrieved by the handheld units If your Internet connection isnot reliable select the Offline mode from the More button in the Settings menu This will saves the Tasks to the mobile device Follow these steps to create the tasks 1 In Magaya Explorer click on the Task button from the document view of the Cargo Release Pickup Order or from the Shipment view Ela Edt Sake Cpaernahana Marimaa thpt Magee Mabeek fecourtmg papat a DP i Ocean Ground Deum Print Find An ER 15 41 16 Spr Ae ee 3 41 18 Spr Mises L4 41 18 Apr MOO 651116 TOES wi 14i PH A L w Beie PU Rivas harrari
164. cription Value My LJ 7 DHL HUB LOS ANGELES LA Help O 2770 DHL WORLDWIDE LOS ANGELES CA Bonded 2720 LOS ANGELES INTL AIRPORT LOS ANGELES CA mi 2704 LOS ANGELES CA pcs Filter e Foreign destination port for I amp E Foreign place of delivery this is the city of the destination e Value of the cargo Bonded carrier ID number such as the EIN number for the carrier this field is mandatory the number is on the carrier s profile on the General tab e Enter the Paperless in bond number from Customs for this ship ment if you checkmarked the Paperless box The system will vali date the number Leave the Conventional number field blank e Check the box if the cargo is subject to the Bioterrorism Act of 2002 reporting requirements Click OK when you are done 79 CusTOMS IMPORT REGULATIONS MAGAYA AMS MovE IN BOND CARGO Step 2 Arrive the In Bond Movement The second step when requesting an In Bond Movement is to Arrive the In Bond Movement and or export it as the situation requires Follow these procedures File this from the House level Customs gt AMS gt In Bond Movement Use the in bond movement application to Arrive or Export the in bond movement ARMS In Bond Movement Send ta US Customs messages informing In Bond movements such as arrval departures or exports AMS Manifest Number 000010 Movement Date 10 24 2012 w Time 730 00 AM Movement type 1 Arrive in
165. d carrier assuming liability for the in bond movement also referred to as the importer number or IRS number If you entered this in the In bond Information dialog box it will appear here If not you can enter it now Enter the city and state of the location where the goods will be moved to Check the box if this movement will occur at the intermediate port level If the cargo will move again for T amp E file this again but select the Export type 81 CUSTOMS IMPORT REGULATIONS MAGAYA AMS SUPPLEMENTARY IN BOND MOVEMENT Supplementary In Bond Movement This is used for Bill of Ladings that an in bond movement was filed for and you need to perform an additional movement or make a correction This procedure has two steps 1 Request 2 Arrive 1 Request the subsequent in bond movement Click Customs gt AMS gt Supplementary In Bond Request at the House level al ale PA a Li hs Send Customs Commad Actions Send EEI tol AES m um Add EEI SES Results cargo For F HEOL25 In bond Information AMS Partners Notification HB UL 25 Add Bill of Lading to AMS Importer Security Filing ISF Delete Bill of Lading From AMS AMS and ISF Results Update Bill of Lading Quantity ABI k Permit to Transfer In Bond Movement Supplementary In Bond Request The system will refer the previous in bond number but will use a new in bond number for this move 82 2 Supplementary In Bo
166. d category then the first category listed in your Inventory Organizer will be displayed Customers can use the drop down menu to view other items For more details on using the Inventory Organizer see the section on the Inventory Organizer Inventory Orga nizer For more details on using the Online Sales Order feature in Magaya LiveTrack see the section How Your Customers Place Sales Orders Online How Your Customers Place Sales Orders Online ONLINE SALES ORDERS SETUP ACTIVATE ONLINE SALES ORDERS FOR YOUR CUSTOMERS Activate Online Sales Orders for Your Customers 1 To give your customer permissions to create sales orders online go to the Customer list in the Maintenance folder Find the customer s name in the list right click on their name and select Allow Tracking Fie Edit Sales Operations Maintenance Shipment Magawa Network Accounting Reports OQ O 4 282 8 8 Back Air Ocean Ground Print Find E E Magaya Network a Customers fl Tasks i i8 erent Name Other Reports H pe Jobs Right click on the E E Warehousing customer name to access the pop up E Maintenance menu g Forwarding Agents le aie Send invitation email Bg Warehouse Providers 2 Mexican Furniture Medeci Att Gallen ebTrack User List Configure Tracking by Transaction amp Vendors Esmeralda Farm Reports AY 8 Bookings Allow Tracking Remove Tracking 9 Salespersons zy Tropi
167. d st iess 227 Transaction Tracking Introduction 0 0 0 0 00 eee eee nes 227 CREM MAS SCAM m 228 Transaction Tracking Set Up 4c REX ESGRAR ERE EG ARE TER A 229 How to Send Transaction Tracking Messages to Your Customers 234 set Transaction Tracking Per Customer 0 0 000 ccc cee eens 236 T Email ODUOS 35d e neborbeRE Ibi Ren bleRPSRE Cb RR eae P Pes 239 How to Email TransacHoHlS uta aed ERE e APER RE Ee dea uem 239 Configure Outgoing Email Messages llle 240 b niai Templates 21x Uh vie oa e MORI ORT IO M BORN RT RC 244 Dar OCC ELOTE sene aa RE eC EHNB E DX X Red Ex ben a patet d 244 ZO D yi CVO esene d e RERO e MOL CHR e Rs WE WA Rw BORE 250 Send Email to C OItae S 1 xs ewe ee DEREN ORO RESP Wa ed 254 Eat SIgpnab tes aa iud ep Giese bep ST bb E woe hore peat thane a 254 8 Magaya Communication Server ccc cece ccc ccc cere cece cere hh 257 MAE OCMC OMY Scat ed pedcs Uca Ge aan nerd oec Udo Spaeth ate Ne E aussi Spat UDIN d 254 INGtw Ch Conn Sura HoN 1555 65 dra ates 48 ROO ttn oda abe aca ee onan oan abita erit 257 Magaya Communication Server User Interface 0 0 eee eee 258 9 Online Payments 5 E Re S aie we ee duke ae P auia cus 265 Online Payments Introduction 0 0 ccc eee eens 265 GENESI EE E 265 Online Payments First Data uoce ds us PREDA SERAIS eR 266 Tat OOdHC FIOM uota esse cl cage ond Une a ae ena ace ye a eG re 266 Register and Con
168. d the shipper will receive an email from you with a link to log into the PayCargo website The first time they go to the site they have the option to register at that time or at a later time 278 ONLINE PAYMENTS PAYCARGO How YOUR CUSTOMERS USE PAYCARGO COM The following instructions are for your customers 1 Click on the link in the email to log in 2 Register or proceed to the transaction by clicking on the link No thanks Continue The home page of the PayCargo website shows a summary of the transactions Menu E FrstData PayCargo p Home Treneacionas Repais Credi Evesdaso ty Request Carrier Aranoa Users Updain Prolia Contact Ue Logout SKIPPER Welcome Your Name Here z the AaS gr thes lezend wil ink pou Iz core dabi on Ee selected information Murer of Tranzactiegse bg Satius Tras ec Dore by ei Toca UnA T rares ec Leones bey Dae Carta l Cinai Aeris ll Pending Avert PayCargo Home Page Charts and graphs show transaction summaries Total Credit Ascilablae atas Bie 279 ONLINE PAYMENTS PAYCARGO How YOUR CUSTOMERS UsE PAYCARGO COM 3 Inthe Transactions screen click on a transaction to view it ES FirstData gt PayCargo Heiss Trani Dira Raps Crodi Assilabiley Raus CANTAT Aaa cid Ln Laus pia rods Conia bis Lispoul Tarapita H pi fies Boss so Ed Transaction L Cesare Sra Zimium mzari giai Appeoa Darzzia Bakn r Pi umber wl amp earct Chi fi i Te Ex
169. der 216 Overview You can place sales orders online by using LiveTrack Access the tracking from your logistics provider s website or go to Magaya com When you view the Sales Orders list existing sales orders in the selected date range will appear in the list if you have placed orders previously Other date ranges can be viewed by sorting the list by date as needed You can also filter the list and choose what columns you want to see via the Actions button ONLINE SALES ORDERS How TO PLACE AN ORDER STEPS TO PLACE AN ORDER Steps to Place an Order These steps are performed on the Magaya LiveTrack web page 1 Click the Add button to create a new online sales order The Shopping Cart opens to Step 1 qe 2 f T Dashboard 5 Sales Orders ye Jod Dashbaard B Step 1 of 4 Shopping Cart nme Chairs Product Price 4 RTR30 Rattan chair round RTBU Rattan couch 60 00 RT100 Rattan chair The inventory items and images appear You can select a specific category or view all categories You can also search by keyword or click any column heading such as to sort by price from high to low price or from low to high Select the products to view from the menu 4 All Categories gt L Sporting Goods gt Construction Equipment 4 Patio Furniture Chairs gt C Perishable Items 217 ONLINE SALES ORDERS HOW TO PLACE AN ORDER STEPS TO PLACE AN ORDER 218 Click an item
170. dge magaya com search online pickup orders setup process Video See the Magaya Software YouTube channel for a video on creating Pickup Orders http youtu be MtqKqeNXykQ Note The video shows an interface prior to the current release Refer your customers to the LiveTrack4Users Guide located on the tracking page which explains all the features in the tracking including how to use the dashboard menus and lists If you only want to give them information about online pickup orders give them this link to the Magaya Knowledgebase article Online Pickup Orders Make a Request http knowledge magaya com search online pickup orders request ONLINE PICKUP ORDERS SETUP AND PROCESS 1 SET UP ONLINE PICKUP ORDERS IN YOUR MAGAYA SYSTEM Online Pickup Orders Setup and Process 1 Set Up Online Pickup Orders in your Magaya System To set up Online Pickup Orders in your Magaya system follow these steps 1 2 3 4 5 In Magaya Explorer go to Maintenance gt Configuration gt Online Ship ping Orders The Online Shipping Orders screen contains configuration options for both online pickup orders and online shipping orders this discussion will focus on the online pickup orders Allow Online Pickup Orders Process Online Pickup Orders automatically Response to the client Add your message here Allow Ehe remote users bo print Ehe labels on their side Label Template Tracking Pickup Label 4x6 vw Sel
171. dialog box Fill in your preferences for notifi cation System Alert Clhent Registration Internal Notification Employee Administrator Alert by Email Alert by Task d Check this to notify the customer Send Email to 5ender who registered online Message Select Email Template Client Registered Online hal Enabled To enable the system to send a notice to customers who register online check the box Send Email to Sender for External Notification Select an email template from the Message Select Email Template dropdown menu To create a template go to Configuration gt Email Templates When a customer signs up online the information is sent to your Magaya system Inbox and their customer profile is created in your system automatically 137 MAGAYA LIVETRACK SETUP INVITE A CUSTOMER TO USE LIVETRACK Invite a Customer to Use LiveTrack 138 To invite a customer to use Magaya LiveTrack follow these steps to send them an invitation email In the Customer list right click on the Customer s name and select Send invi tation email The same option is available from the Actions button Customers amp Customers Other Reports kl Reports Mame Statements p a Marine Offshore Supply 4 Chevron Refinery oo Port of T ampa 2 Jax Distribution 2 Prime Automotive a North Carolina Furniture Co iamen Shoe Manufacturing Ltd pen Transactions Jaxport Rates 2 ABC Sporting Goods I
172. ding View AIR AMS MESSAGES View Air AMS Messages View AMS Messages for this Shipment 1 From the shipment click on the arrow on the Customs button in the Ship ment Toolbar and select AMS Results 2 Inthe screen that opens any messages will be displayed The list can be filtered if needed You can also click the Get Messages button to retrieve messages AMS and ISF Results for shipment Wa Direction Date Application Type Comments hi anife Filler US Customs Results Stop Last status notification recereed from US Customs Action Date Descriptions View All AMS Messages To view all AMS messages not just for one shipment go to the Magaya Network folder and open the Messages folder 97 ViEW AiR AMS MESSAGES The messages are also available from the Shipment List under the Warehousing folder Click the Detail button and select the option AMS and ISF Results from the dropdown menu Panels AMS and I SF Results al Direction Date Application Type Wi abil Number M 4f Outgoing 06 22 2012 Freight Report Inbound 111 68749567 98 AiR AMS EXTRA INFORMATION Air AMS Extra Information Use this option if you have additional information to submit regarding the air shipment such as permit to proceed information transfer details Customs information or to indicate a split or multi part shipment Air AMS Extra Information for Shipment Shipment76 Fermit to Proc
173. dows default email client 3 for emailing Send email using Magaya email client Outgoing Email Configuration SMTP Server Enter server information Use logged in Employee eMail address Authentication Method isis Character Set western European 1501 v Use HTML in Ehe message body This option configures your system to send email messages using the email system in Magaya Communication Server Follow the steps to fill in the fields 241 CONFIGURE OUTGOING EMAIL MESSAGES Enter the SMTP Server name and the SMTP Port SMTP is Simple Mail Transfer Protocol the Internet standard for transmitting email messages Outgoing Email Configuration SMTP Server Use logged in Employee eMail address Authentication Method lt none gt Login Plain 4uthentication SSL Authentication zeearm TLS Authentication Character Set Western European 1501 Ww Use HTML in the message body To use the logged in employee s email address check the box This will send the email from the employee s email address instead of the company address For example if this is activated email messages will show the signature of the employee who sends it See the section Email Signatures for more details If the SMTP that you are connecting to requires authentication select an authentication method Plain authentication SSL TLS The email client can connect to any email server that requires
174. e Sesion references In lass choses wou sh pain cate end pick Ihe service at ucur cords gore E CI wii A z i ory d Bel 5 Draper Fs Rel 2 Dese phon Fiche 3 PaCkiges Pq Osecrokion Dimasane Wagh Perkenrg Dezem yde Largs pakas 1 Test sat E package 3 0017 Ere ER nf TH LLR he LED i40 Win z Test bec 42on0LlE LPS Express Bost Eral LE 25 ic WED 500 uc 3 Test cbos dkubse HB CUx3 Dx z6 060 DM SILE cher wis gk 30 0318 Dedaedszsbe SOREN Del ueri confirmation For pag x z 00 thon aba x Z Cod nnnm Dane c o n umani L hppa Heka Pris Labs Seog day o Tuasdas Mire 05 2013 Henda Fip chop mea 2 00 00 FR z Zoe mane Cost Estimated artal Serv Ie Serica CU Est rrazed oichun Estinested ania LE The ES Sel ursa dra UPS Peed creak Ue US Dava opinar EA ear and daa Sader Bevan ana Urea d Ue Paros Sarnia of irata loc A Fights Pusaeresac This screen shows the packages in the Pickup Order if there are more than one for this customer The dimensions of the packages appear based on details entered on the Commodities tab of the Pickup Order The only situation when dimensions do not appear is when you elect to use UPS defined package types 355 REQUEST UPS SHIPMENT FROM A PICKUP ORDER 2 SCHEDULE A UPS SHIPMENT e A Select shipment level options as needed such as Saturday delivery or add Reference numbers such as invoice PO part number model or serial nu
175. e If you re already familiar with the interface and just need information on a specific function such as Inventory or Invoices skip ahead to the section in this document 145 LOGIN AND NAVIGATE THE LIVETRACK INTERFACE THE LIVETRACK INTERFACE DASHBOARD TOOLBARS MENUS amp BUTTONS The Dashboard When the interface opens a Dashboard displays current transactions MT Magaya LiveTrack 2 0 x V1 C https trackingmagaya com TE Apps C Bookmarks 5 Magaya Insurance 5 in LinkedIn Groups MI Magaya ip HWC Cargo Company Ll Dashboard i Warehouse Receipts zl E Invoices Dashboard 5 Sales Orders 1 Status Mumber Q9 Approved 49 The Magaya Livelrack Dashboard Purchase Order d Pickup Orders 1 Status Number QI arriving PLI amp 6 EE The menu on the left shows the transactions you have access to such as Rates Bookings Warehouse Receipts Cargo Detail Inventory etc What you see depends on your permissions which are set by your logistics provider The Date filter across the top can be used to view specific transactions based on a date range 146 LOGIN AND NAVIGATE THE LIVETRACK INTERFACE THE LIVETRACK INTERFACE DASHBOARD TOOLBARS MENUS amp BUTTONS Click on the Dates dropdown menu and select a timeframe such as This Week This Month Last Three Months
176. e and no fee will be charged 405 SCREEN ENTITIES AND VESSELS IN LISTS 406 Entities can be screened from any list such as Carriers Forwarding Agents Warehouse Providers Customers Vendors etc Right click on an individual entity name and select the option you want from the pop up menu To screen multiple entities select them and right click to access the pop up menu If you configured your system to screen entities when they are created or edited and you add a new entity then the system will screen them against your banned countries list and the Denied Parties List This screening is counted toward your total number of screenings per month If an entity is blocked the system will notify you with the results screen Review the list and either remove the entity or clear it All activity is logged in your Magaya system and available to view from the Options menu at the top of your Magaya Explorer To screen vessels go to the Carriers list Actions Vessel List Right click a vessel to access the pop up menu and select the option you want Selecting Process or Manual Check will screen the vessel Right click a vessel Mame Lode EcoShipt LU vergreen oping MAERSK CALIFORNIA 9064384 MAERSK LIMES INC M Ratten Mone Hapag Lloyd Emma Maei Export MAERSK LIMES INC Congo MP Reena rar se D x Zeus I enied Party screening Process INE View Screening Histo R Prestige Choose Columns 3 bh DORT Stad
177. e Record Warehouse Receipts 52 Send button options When you are viewing a document such as a Warehouse Receipt you can send the document or the file record by using these options The transaction or record is called Active when you are viewing it NOTES Cargo Releases must be sent as PDF or HTML because the recipient cannot save it as a Magaya transaction due to dependencies regarding the items inside the CR A Warehouse Receipt must have items inside it or the file will be invalid Only a WR with items On Hand or Pending is a valid transaction to send Working with Files In the Communication chat screen you can send and accept files save them or delete them 26 WORKING WITH FILES Open a File This button opens the file so you can view it Communication Center Online Hw Cargo Company 159021 Click to Open the file a 8 Jett amp Traffic Direction Mame Progress Status 4f Outgoing Warehouse Recel Us W alling accepta JL Incoming Warehouse Hecei 100 Completed If the file is a Shipment a Warehouse Receipt or other Magaya transac tion the Magaya dialog box for the transaction will open If the file is a document such as a Microsoft Word document the document will open 27 WORKING WITH FILES g Accept a File Click the Accept button to accept to download a file a transaction or a document When someone sends you a file the system will notify you A message similar to
178. e documents and folders they will remain in your Inbox in the Magaya Network Messages folder until you go to the Inbox and save them The default folder is Miscellaneous To change the default location click on the Browse button and select a folder A dialog box will open with options Select Folder Outgoing Shipments E Incoming Shipments 5 7 Miscellaneous Cancel Select the location where you want to save the documents and or folders Click OK when done Additional configuration options for Incoming Messages Incoming Messages _ Save received transactions charges from agents at origin Save received transactions entities clients carriers etc from agents at origin To save received transaction charges from the agent at origin check the box If you do not check the box only the other data in the transaction will be saved not the charges If you check the box the charges will be sent to your Magaya accounting system You must be certain your Items and Services match and 38 CONFIGURE INCOMING MESSAGES that the information is the same in your accounting system and in theirs This is unchecked by default To save received transaction entities such as customers carriers etc from agents at origin check the box This will add the entity information such as the address into your Magaya system in your Maintenance folder under Customers Freight Forwarders etc Click the Save or Reset butt
179. e flanges ANSI H150 1 le Warehouse Receipts oT 203 5 rebar E gt warehouse Receipt List CT301 Pruning shears C a Commodity List CH41 Chihuly Post Cards L dB Cargo Releases LERVELOUS3 Cervelo 53 5 BE Adidas soccer shoes ha eio aid RES A 3141 Nike Ard ax running shoes A TW AS Bur Filter Ii Locations 715441 747 jet endine n Warehouse Inspector mS Inventory Organizer Add Inventory Item Inventory Item Definitions Add Resalable Inventory Item eh Commodity Classifications K Add Kit Item shipment List mq Work Load x H In Transit v Yr 2 a ai gr p v Filter e A wizard opens with fields to enter the details of the item ADD RESALE ITEMS STEPS 3 Enter the following information in the fields of the Resalable Inventory Item Wizard Resalable Inventory Itern Wizard Inventory Item Definition Part Number RT60 Model White Sands Description Rattan couch Package Bax B Keep inventory by serial numbers Lx W x H 22 00 36 00 38 00 in Save serial numbers when items go ouk Volume 43 54 ft gt Has variable weight Weight 55 00 Ib Associated Items and Services Purchase Price 4 5 Uso Sales Price 699 usp Manufacturer Mexican Furniture Co dlient Generated Items and Services Code Description Account Cost Item RT amp 60 COST Ratkan couch Cost Inventory Cost T Sales Item RT amp O INC Rattan couc
180. e the options below These options include screening entities against the U S govern ment list and screening for banned countries that you configure here Configure when the system performs the screening by setting these options Screen new entities contacts when creating them This option tells the system to screen any new entity or contact as their profile is created e Screen entities contacts when editing an existing entity Screen contacts of entities being checked Check this box if you want to check all the contacts of an entity when the entity is screened Leave it unchecked if you do not want to screen the contacts 403 CONFIGURE 404 3 4 Preventing this screening reduces the number of transactions per month e Screen shipments before filing to AES This option tells the system to screen the entities in shipments before sending the EEI to AES You can also screen manually at any time by right clicking an entity If you want the system to display the results after screening check the box Always confirm screening results Set the Minimum Threshold Acceptance to configure how accurate the system will perform the screenings If set to Exact Match then the system will only find those entities with exact spelling match This will not find an entity spelled one way in your Magaya system but a different spelling in the government list For example if a company spells its name Cargo de Miami but you
181. e the plug in besides the Adminis trator to enable a user to change the status of a party and for a user to screen entities vessels and shipments 1 2 Go to the Employees List and right click an employee s name to access Roles Employees Permissions for Operations Manager Hale M ame Role Description Juery Cost Hates Allow employee to query cost rates Default Beha Quer Selling Rates System Role Create Ocean Ship Create Ground Ship Create Ar Shipments Type of role to assign to this employee group Compliance Officer Configure System Alg Manage Tracking U i TUE Emplavee that receives compliance notifications and Configure Lomplianc can change verified entity status Default Behavior Aun Screening Proce Members of Administrators Access Far the rale selected above Allow 2 Deny Ca Gene The Roles assigned to the employee are displayed The roles that pertain to Denied Party Screening include Compliance Officer and Run Screening Process Click the Add button In the dialog box select the type of role to assign to this employee Click OK to save the role Note In the future you can disable a role by clicking Deny in this box or delete the role from the list Screen Entities and Vessels in Lists If you run the screening process and it was already done during the time period configured the system will notify you that the entities do not require validation at this tim
182. e will focus on the Customer Tracking Invitation Email option Outgoing Messages Email Send email using Windows default email client Send email using Magaya email client Formats Document format PDF t Report format HTML v Send only the master shipment to the Carrier Send transactions income charges to destination agents select email Send transactions expense charges to destination agent P L E 3 z template Customer Tracking Invitation E mail Select Email Template Customer Tracking Invitation Email User Defined hl Extra Info The other configuration options for sending outgoing transaction messages is covered in Chapter 2 Magaya Network of the Magaya Software Communications Manual Select the email template you want Save your settings Receive Notifications When a customer makes a request in Magaya LiveTrack a notification alert can be sent to your Magaya Inbox 139 MAGAYA LIVETRACK SETUP RECEIVE NOTIFICATIONS Set up the alerts in Maintenance Configuration System Alerts System Alert When Online Pickup Order is recereed v Internal Notification Employee Operations Manager v Alert by T ask External Matification Send Email to Sender Message Select Email Template Default There are many options for different alerts Click the dropdown menu for the When field to see options Edit other fields as needed Go to your Magaya Ne
183. ect Ehe modes of transportation you want to enable when posting Pickup Orders Description Method Pedestrian Ground Road Other Ground 9f Air Air vf Air Containerized Air Check the box to allow online pickup orders To allow automatic processing of online pickup orders check the box This option will send an email message to the customer to tell them their order is in process To customize the message uncheck the box to activate the text area Enter text in the box Response to the client Then check the box again This will gray out the text Enable access for Customers Go to the Customer profile right click on the customer name and select Allow Tracking In the dialog box go to 169 ONLINE PICKUP ORDERS SETUP AND PROCESS 2 PROCESS ONLINE PICKUP ORDERS IN YOUR MAGAYA SYSTEM the Tracking tab and check the box Send Online Shipping Orders and to View Pickup Orders Web Track User General ction Specify the tracking permissions For this user W Send Online Payments Send Online Sales Orders V Send Online Shipping Orders W Use Magaya Live Chat MW View Bookings v View Cargo Releases MW View Inventory Items v View Invoices MW View Jobs Mw View Pickup Orders MW View Purchase Orders View Quotations M View Sales Orders J View Warehouse Receipts Cancel Help 6 Notifications To set up a S
184. ed parties list Note If you run the screening process and it was already done during the time period configured the system will notify you that the entities do not require validation at this time and no fee will be charged 407 SCREEN ENTITIES IN A SHIPMENT The results screen displays if suspicious entities have been found It also displays if your system is configured to always display the results screen regard less of what is found m screening Results Screened entities Results Display only suspicious entities lt Next gt gt Status Unvented Screened entitties Matche Mame Undetermined Clear Cancel The results screen has an option to display only suspicious entities If this is unchecked then all screened entities will appear Use the arrow Next buttons to scroll through the entities listed If an entity has more than one match it will be marked with a status of Blocked The list on the right displays any matches found for that entity If more than one match displays select the correct one and click the OK button next to the status field to clear it Only users with rights of Compliance Offer role can clear a blocked entity by changing the status of the entity A reason for the status change is required If no match is correct set the status as Undetermined or Clear by selecting from the Status dropdown menu When done click the OK button on the bottom of the dialog
185. ed while still in bond to another location where the normal entry process will occur There are different types of in bond movements as defined by U S Customs Immigration and Customs Enforcement ice gov o Transportation amp Exportation T amp E the movement of freight to another U S port or transiting the US for the purpose of exporting the goods Immediate Exportation IE the movement of freight that is to be exported from the same port where it arrived Immediate Transportation IT the movement of freight to an inland port of the importer s choosing for final Customs clearance and payment of duties and or taxes The following sections explain what to file e If the cargo will move from one bonded location to another without clearing Customs Request an In Bond Movement CUSTOMS IMPORT REGULATIONS MAGAYA AMS Move IN BOND CARGO If the cargo will move within the same port Request a Permit to Transfer o To make an additional move or correction File a Supplementary Subse quent in bond movement We also cover how to fill in the In Bond information screen and how to update an already submitted supplementary in bond In Bond Movements Overview When cargo will be moved from one bonded location to another without clearing Customs there are two steps Step 1 request an In Bond Movement The request can be for a T amp E IE or a IT type of movement as defined above Step 2 Arrive the ship
186. eed Information Permit to proceed Dest Airport Date of arrival at the permit to proceed destination airport 3 18 2010 Transfer Information Destination Airport 000 to cancel Domestic lntermational Identifier Bonded Carer ID Bonded Premises Identifier I T AFIR MS In bond Control Number Customs Information Origin of Goods Country nee Harmonized Commodity Code Entry Type Entry Mumber Nominated Agent Multi part shipments Part Arval Reference Split Indicator This air waybill or consolidation is subject to FDA requirements This information will be included in your FRI or FXI This dialog box is avail able from the Customs button on the Shipment Toolbar There are fields in this dialog box that do not appear in the Shipment screens 99 MAGAYA ISF INTRODUCTION Magaya ISF Introduction The Importer Security Filing ISF initiative by the US Customs and Border Protection CBP requires that importers and carriers submit additional cargo information to CBP before the cargo is brought into the United States by vessel The importer is the party ultimately responsible for bringing the cargo into the US and is responsible for filing the ISF The importer is often the consignee but could also be the owner purchaser or agent You may be filing on behalf of the importer Be sure to understand the requirements for your shipments The ISF requirement is also called 10 2 because US bound ca
187. eeded company information Tepress link Registration Wizard Contact Information Fober degra contact onma iinn for the account jud d onal x paty drm me ba emo bed by Pred Bald fields are required Contsct Acid ez Company meme Your company s name Hes NUS rare Street address Contact name Gnntaci at your company Title Cortact persons trile z P svi Emil amail acd aas i n Phone number Phone number ILZ Etan or WROTE STATES Cloke Ered notifications Ror acosunt upon LES Tha LIPS Sao d Ensachiensrk Ei LIPS Pocky neck Woe UPS Diced pna b Kb nae kand Ue thor Srce are kadere of nks Pace Service of Ateka Inc M Rights Reserved z Ber hest T Lawa Enter your UPS account number and the UPS invoice information If you don t have the information create an account now or add it later See the section Register without an Account You can complete with wizard without filling in this screen Note The invoice section of the screen is 341 CONFIGURE MAGAYA EXPRESS LINK COMPLETE THE REGISTRATION WIZARD FOR UPS optional It validates high volume shipping accounts who have special rates Account Mew User I T account number 1 y pont ave an account Create a new one ab Invoice Add invoice information to carry over account savings Invoice number Po Invoice amount Tres Invoice date EE v Invoice control ID Po 3 Inthe next screen scroll to the bottom of the license terms to activate
188. eee errr cece eeees 130 Magaya Live lrack Setup ue 2000 15 24 chee ea white dad Paes 131 Set User Passwords and Permissions 0 cece eee ee eens 131 Enable Customers to Manage their own LiveTrack Accounts 135 Invite a Customer to Use LiveTrack 0 0 0 0 nes 138 Receive NOBHGCAHODBS ws baa uaUr E EPI E Neer aes ene PG eee ee eee es 139 Changed Users ACCESS 3 24395 0 4 edd Ok ached a bode de Shae ees 141 Disable a User co EE 141 Login and Navigate the LiveTrack Interface 142 Where to Find Livelrack and Log In ions uu ex ERR ERREUR 142 Passwords Change Your Password or Get a New One LL 145 The LiveTrack Interface Dashboard Toolbars Menus amp Buttons 145 Working with Transactions in Magaya LiveTrack 005 151 Magaya LiveTrack Rates and Cargo Detail 153 Idle S onore ure E iode etc ama aa ec er ELE eg ete eh ee ISP eh See 153 CAPCOM Detall 462 32090 E datione e Redon aN a Bit a Rw eS aw pes 154 Online Bookings Getting Started ccc cece cc eee eee eee eee 155 Online Bookings Setup and Processing 0 cece eee eee ees 156 Set Up Online Bookings in Your Magaya System 0005 156 Process Online Booking Requests in Your Magaya Software 160 Online Bookings Make a Request 0 0 0 0 0c eens 161 How to Use Online Bookings 0 0 0 ccc ees 162
189. el Online Booking A History o7 06 2009 mM L Online Baokina Reaue z Tle nl OF 062009 From the Booking List you can convert the booking into another transaction such as a Pickup Order or a Warehouse Receipt via the Actions button If you decided to use your booking in combination with your Trip Schedule you can create consolidations using the trip as a Master and use the bookings inside 160 ONLINE BOOKINGS MAKE A REQUEST PROCESS ONLINE BOOKING REQUESTS IN YOUR MAGAYA SOFTWARE that trip as Houses From the Trip Schedule right click and select Create Consolidation Dates All v Fn cpm LX a x Status Type TripNumber D MESI E enn h Origin Port Destination Port Ui pen Ar 2338 07 Create a Copy Miami Toronto Apt i Open fur 121 oF Main Caracas Open Ai 1 Qj View Bookings Miami Freeport Grandi View Commodities et Set Reset as Closed Right click in the Booking List Choose Columns Import Export History Ocean Carrier Messages F Notifications To set up a System Alert as an extra notification for yourself or other employee when a customer sends you a booking from Magaya LiveTrack go to Maintenance gt Configuration gt System Alerts Ee Maintenance ted Carriers vee T Forwarding Agent bos e dew pois Mode e Customers e 2 Vendors Salespersons Clauses ve 9 Contacts e B Employees 2 D Countries Shipment eP Configuration Documents aoe
190. en See the section The Communication Center for more details When you click on the Community subfolder the following screen opens Ae Ek xen penser Musnbenance Sheet Magaahepek donua Bepe Coton Help o wa Oe 9 hb ww KR 4 c hr TEEI Grand nt Pid Mehran Tah Aere Folkbeak a BaT Ea n s L as eae ae a eae Sues 7 Pru p Communicuion Centar Duirt E e iS Mw Cage Corps drr Profile Summi liie x a VO iS Taa E Leni neck rka 1 E 2n aC CROWE Zl le PE ia lu Bais inform riben x n Booking Su Weer Compar dana fe D Cao Conan i i Firman s aura Phi Fae x E igra hirat b E Drums rmm Wakrein nP 2 Per nies fiddress iniramatiar Co I pany Profi le Fiesakakddrame 2225 As JE Tere s Teneo Hane FERRE eh Dh Fb Oty Mani Sahin M Count UMITED TAII uw Ip HL Bienes Information Vibo mec campers beads 1 oscar abd bey corer Fr Peet paite ines company paa to Mayer ebat aT Company Profile In the Company Profile section of the Magaya Community screen you can choose to publish your company profile on the Magaya Network by clicking in the Publish checkbox This will enable other companies in the Magaya Commu nity to search for you and contact you You can edit or add information about your company You can add a description of your company that others in the Magaya Community can read to learn about the services you offer You can enter keywords that will help pe
191. enables you to send the Electronic Export Information EEI formerly called the Shipper s Export Declaration SED to US Customs The EEI can be sent from within Magaya software to the AES complying with US Customs filing requirements that state your export shipment documentation must be sent electronically to US Customs if the value of the cargo is greater than 2 500 00 Note The Magaya AES plug in is available for the Magaya Supply Chain Solu tion and Magaya Cargo System All the information about the items in each House shipment will be automati cally filled into the AES form including Schedule B export codes Schedule K and D codes IATA SCAC and license type codes The Magaya AES program verifies the data before it is sent The AES is used for air ocean and ground How to Get Started with AES To use the AES feature in Magaya software you must first have an account on the AESDirect website Go to http aesdirect census gov and fill in the form There is no cost to create an AES account but there is a test Follow the instruc tions on the AES website for their requirements It will take one to two days to get an authorized account with AES They will send you an account user name and password FILING EXPORTS WITH MAGAYA AES Filing Exports with Magaya AES When you create export shipment transactions in Magaya software there is a wizard that helps speed up entering EEI data about commodities Tip All the details from
192. ent Used to register a new account with a courier Default accounts LIPS UPS Tesk Account wy UPS amp Accounts Description Courier Account Numb Accounting Test account 2 UPS Sutomaticalh UPS Test Account urs 1099F Courier cost e Toadd the account number after using the wizard right click on the account select Add Account and follow the prompts to connect your Magaya system to UPS or FedEx e To add the invoicing information after using the wizard right click on the account select Validate Account and follow the prompts to connect your Magaya system to UPS or FedEx This is for high volume shipping accounts who have special rates UPS Accounts Description Courier Account Number Contact Hame Test account 2 UPS Marie Etzler LIPS Test Account JPGS Right click 1099F Marne Etzler Choose Columns d o7 X Y wow rS Delete Filter Actions Close 344 CONFIGURE MAGAYA EXPRESS LINK CONFIGURE EXPRESS LINK ACCOUNTING Configure Express Link Accounting 1 Check the box to activate the fields in the Accounting section of the screen Set your preferences in these fields to enable the system to auto matically generate charges for Express Link transactions Accounting Automatically generate charges Courier cost item Courier Cost Courier resale item Courier Fee Service markup Percent we 20 00 gos JSD Minimum charge 2 Thecostand your income fee are
193. ents Commodity HTS 6 this comes from the Commodity info Foreign Port of Unlading this comes from the In Bond Information dialog box Place of Delivery this comes from the In Bond Information dialog box e Click the Save amp Next button If any information is missing the system will notify you For example the Consignee and Importer of Record must have an Identification number and all Entities are required to have addresses To edit any Entity profile go to the 107 View RESULTS View Results 108 Maintenance folder add the information and click the Refresh button The ISF dat you entered will be saved so you can return to the ISF screen and continue A summaty screen appears Verify the information by looking for any error messages Make any corrections necessary by clicking the Back button in the screen All the information you entered will remain in the fields so you can edit it Click Send After you send the ISF to CBP you will receive a notification in your Magaya system Customs Messages inbox HWC Cargo Company Mazaya Explorer File Edit Sales Operations Maintenance Shipment Magaya Network Accounting i I M T 66024 82 84 6 38 Back Air Ocean Ground Ocean AMS and ISF Dates Thiz month to date w Direction Date i Inbox wA ent ES i US Customs Messages Abi Jl Ocean AMS and ISF va Air AMS Ocean Carriers Messages Customs Messages G2 Tasks
194. ents to you in your Magaya system so you can view or print them If you select Use Upload then the system will use the Magaya document instead of creating a UPS one This is useful if you have a custom document that you want to use Open this Options dialog box to verify that the documents are uploaded If not select the option here Use of the other fields in the Options dialog box will depend on your shipping needs For example if you need to add insurance information The system will pull in as much data from your shipment that is possible and display it here You can add details to the invoice such as if it is a gift or sample Other entities can be added as needed Click OK when you are done with the options to save them Get the rates by clicking the Get Rates button Select the rate and go to the next screen Send the transaction Print labels now or later EXPRESS LINK APPENDIX TOPICS ADD RELATED COLUMNS View messages from UPS in the Magaya Network folder Messages Magaya Express Link Express Link Appendix Topics This section contains additional information related to the Magaya Express Link plug in Add Related Columns Add Related Columns to your Pickup Orders or Cargo Release List 1 Click Actions and select Choose Columns 2 Inthe Column Settings dialog box click the Add Columns button 3 Select Magaya Express Link from the Related Elements dropdown menu Add columns such as th
195. er Security Filing ISF AMS and ISF Results ls ts Delivery Attachme 2L ABI d The ISF screen opens Importer Security Filing IS F Enter ISF specific information Far the import shipment Transaction Number Bond Holder ISF Filing Type Bond Activity Code Shipment Type Band Type Action Surety Lade Action Type Bond Reference Ma Other Entities Hole SE Selling Party ISF BY Buying Party ISF Remove ST Ship To Party ISF Wer LG Container Stuffing Location ISF LCS Consolidator ISF BEP Booking Party ISF LM Consignee ISF I4 Importer of Record ISF 3 Inthe ISF screen enter the following information Select the ISF Filing Type Choose ISF 10 for US bound cargo or ISF 5 for FROB cargo Freight Remaining On Board 104 FiLE ISF e Select the Shipment Type Most shipments are Standard code 01 Importer Security Filing ISF Enter ISF specific information Far the import shipment ISF Filing Type ISF 10 Transaction Number I Standard or regular Filings 02 To Order Shipments 03 Household Goods Personal Effects U4 Military Government 05 Diplomatic Shipment DE Carnet OF US Return Goods Action Bond Activity Code Action Type Bond Type e Select the Action Add Delete or Replace When you file a new ISF for the first time for a shipment use Add When you file a replace ment use Replace The data previously e
196. erize this as NC which is non containerized 89 MAGAYA AIR AMS OVERVIEW Magaya Air AMS Overview 90 With Magaya Air AMS solution you can submit the required Customs informa tion such as the Air Waybill for air import shipments before the shipment arrives in the United States You can also notify Customs when the plane is departing from its origin file in bond permit to proceed and local transfers electronically from within your Magaya software Make sure you have configured your Magaya system to enable AMS features See the section Configure Customs Options in Your Magaya System for details Magaya AMS is available for the Magaya Supply Chain Solution and Magaya Cargo System When you file Air AMS the system will e Report the Air Waybill to US Customs by sending the Freight Report Inbound for regular shipments and express e Notify US Customs when the flight departs the port of origin by sending the Flight Departure Message FILE AN AIR WAYBILL File an Air Waybill Step by Step Procedure to File an Air Waybill 1 Click the shipment that needs the AWB filed 2 Click the arrow on the side of the Customs button select AMS and Freight Report Inbound FRI for regular shipments or Freight Express Inbound FXI for express shipments Send Customs Commod Send EEI to AES EEI AES Results Actions AMS Extra Information AMS AMS ResulEs Freight Report Inb
197. ermediate D estiframurrie T es Foreign Destination PotEJAMSASEE ss Only check the Paperless Master In bond MIB Participant if you are a participant If you are not a participant you can file a paper form See the Customs website at cbp gov for information If you check this box enter your own Paperless In Bond Number Set the number in Maintenance gt Configuration gt US Customs Conventional In bc Check the box for Master In bond MIB to activate the fields in the dialog box so you can fill in the ones that apply to this shipment If you will file this movement in paper form you must check this box and enter the code for the Conventional In Bond Number Select the In bond entry type from the dropdown for this shipment this field is mandatory The different types of in bond movements 77 CUSTOMS IMPORT REGULATIONS MAGAYA AMS MoVvE IN BOND CARGO 78 as defined by U S Customs Immigration and Customs Enforcement ice gov are In bond Information for shipment Shipment 4 Eg Bill Of Lading Type D Regular bill ba Paperless Master In bond MIB Participant Master In bond MIE In band Entre Type M B1 Immediate Transportation IT v 61 Immediate Transportation IT Laane I miel Meinar LE bz Transportation and Exportation T amp E h In bond Carrier Code SCAC C T Me Exportation IE US Port of Destination 7 70 Multi Transit Intermediate Desti
198. ery destination a Dashboard Gi Cargo Releases x Step 2 of 4 Contact Info Release information Release Date Release Time 04 24 2014 A 10 00 AM Company Mame Orlando Garden Shop Address 5725 Mw 18th terrace suite 209 Contact Name 7 In the next screen add any notes as needed 8 Click Next to go to the Summary screen If you need to make changes the click the Back button If the order is ready click the Submit button The 178 ONLINE SHIPPING ORDERS GETTING STARTED INTRODUCTION system will ask you to confirm The Cargo Release is saved assigned a number and sent to your logistics provider Print the order as needed Extra Info If you click the Close button the system asks if you want to clear the order Clicking Yes will enable you to create another order Your previous order is already saved The Dashboard will refresh the next time you log in If you have any questions please contact your logistics provider Online Shipping Orders Getting Started Introduction Online shipping orders includes Cargo Releases and other shipments by air and ocean This is also called sending shipping instructions Online Cargo Releases Your customers can place Cargo Release orders online via by using the Cargo Releases section of the tracking website The screens are the same as if you create a Ground Shipment from the Shipment option Both options let you add items to a shipment
199. essage arrives click Display an alert message Chat Screen Preferences 8 8 E PP LEX S S s Traffic F To Name Progress Status JL Incoming Warehouse Receipts 5102 htm 100 Completed it Outag Magaya Network Configuration 4p Outga if Ud When receiving a new online message C3 Show the message window 5 Display an alert message Play 4 beep Other settings Automatically accept transfered files lanare chat invitations Configure the other settings based on your preferences Send a Transaction from the Chat Screen To send a tranaction from the Chat screen first start a chat session Chat sessions can only be started with another company that is online If the company is offline use the Send button to send transactions from the Warehouse Receipt list or document or from the Shipment screen The chat screen has a section panel on top where you can see who is online The bottom part of the screen shows a log of your chat conversation and trans actions or files transferred 23 SEND A TRANSACTION FROM THE CHAT SCREEN 24 When you begin a chat session the bottom panel changes to show the name or ID of the person you are chatting with and a Traffic tab appears They must be online to chat and they must have accepted your invitation first The Traffic tab shows the direction of the traffic the name of the file progress of the download etc To Begin a Chat Session
200. esults 97 Antidumping fee 312 app POD Mobile 297 Assign customer account numbers 136 AWB track online 232 B Bill of Lading change quantity 71 Bill of Lading sent from INTTRA 122 Bond holder 105 Bonded carrier ID 79 Booking number 50 Booking Request 113 C Carrier list for INTTRA 111 Cart in online store 219 Chat Accept a file 28 Begin chat session 24 Invalid files 26 Notification 21 Traffic tab 28 Close of Day procedure for FedEx 387 Close of Day shipment cannot be cancelled 389 COD 368 Commission For a category of items 203 Communication Center 15 Community 12 Company Profile upload 13 Consignee type 48 Container service type 67 Conveyance name 52 Countervailing fee 312 Credit Card enter customer s 267 Credit card set up for customer payments 266 Custom stylesheets online 148 Customer account numbers how to create 136 Customer registration via Custom LiveTrack 135 Customs Broker plug in SmartBorder ABI 307 Customs fees 311 Customs procedures 41 D Dashboard on LiveTrack 146 Delete a Bill of Lading 74 Delivery application 285 Denied Party Screening 401 blocked shipment 408 configure 403 roles 405 screen vessels 406 screening history 406 Download POD Mobile app 297 Drawback 52 Dry ice in UPS packages 396 Dynamic field add new 250 select in a template 248 E ECCN 60 EEI and SED 46 EEI for vehicle 316 322 EEI wizard 47 EEI set up default information 44 Email create a template 244 customize te
201. f denied individuals or companies A Denied Party is any individual or company that has been denied exporting privileges and cannot import into or export from the U S because they have been sanctioned by the government for illegal acts Failure to comply with these regulations is a violation of U S law and can result in fines penalties criminal or civil prosecution and denial of export privileges The Magaya Denied Party Screening plug in uses the Consolidated Screening List which includes the following export screening lists of the Departments of Commerce State and the Treasury Department of Commerce Bureau of Industry and Security Denied Persons List Unverified List Entity List Department of State Bureau of International Security and Non proliferation list of Non proliferation Sanctions Department of State Directorate of Defense Trade Controls the AECA Debarred List Department of the Treasury Office of Foreign Assets Control lists Specially Designated Nationals List Foreign Sanctions Evaders List Sectoral Sanctions Identifications SSI List Palestinian Legislative Council PLC List Source http export gov ecr eg main 023148 asp 401 GETTING STARTED Getting Started Configure 402 Magaya software includes a denied parties list which is updated regularly from the U S Bureau of Industry and Security BIS part of the U S Department of Commerce The plug in verifie
202. figuration dialog box opens Magaya Metwork Configuration When receiving a new online message Show the message window Display an alert message Play a beep Other settings Automatically accept transfered files Ignore chat invitations Set your preferences such as if you want to see the whole message window when you receive a message or if you just want to see a pop up notice alert To automatically accept and download files that are sent to you check the box to Automatically accept transferred files Note Ifa transaction arrives with the same number you must choose an action to either save it or not See the section Configure Incoming Messages for details If you check the box to ignore chat invitations you will not receive a pop up notice when someone tries to contact you via the Communication Center Otherwise the system will notify you that a new chat message is waiting Click the OK button when done See the section Notifications for more options such as setting up System Alerts in the Maintenance gt Configuration menu Configure Incoming Messages You can set a preferred format to determine how you want to receive messages in the Magaya Communication Center from another Magaya system 34 CONFIGURE INCOMING MESSAGES To set your preferences go to the Maintenance folder and select Configuration Then click on Incoming Messages File Edit Sales Operations Maintenance
203. figuration folder Configuration Options per User 286 ADD POD MOBILE USERS The following options are available in the POD Mobile configuration menu Select the language per user and select measurement units for the users To set these options 1 2 Go to the Maintenance gt Configuration folder and click on POD Fie Edit Sales Operations Maintenance Shipment Magaya Network Accounting Re 02 25 28 Back Air Ocean Ground E Magaya Network d J POD Mobile 4 8 Quotations n n pe Jobs E Bookings Warehousing POD Mobile Users JE Maintenance I POD Mobile Units Company Type me Carriers ip Forwarding Agents Transaction warehouse Providers Tracking Customers 3 2 vendors M Lo e Salespersons Contacts i Countries t Configuration 39 yE Accounting E g Gukgoing Shipments E amp 1 Incoming Shipments i Miscellaneous Clauses Click on the POD Mobile Users button to open the list of employees with access to the POD Mobile application POD Mobile POD Mobile Users Used to configure the language location etc of the POD Mobile users POD Mobile Units Used to configure the measurement units For the POO Mobile users 287 ADD POD MOBILE USERS e Select an employee name to open another dialog box Select English or Spanish for the language and click OK when done POD Mobile Users Mame Phone EMail Fax Ac
204. figure First Data 5 2 266 Enter Customer Payment Method 0 0 0 0 cece eens 267 Payment COMMMNANOM 2 34550 d 4 ar od D dt dece edd eaten ad dane ae 269 Online Payments Pay Cane 54a ss oh Cyr Ihe acabe tiu Rea ice 270 Introduction and Registration cette eens 270 Configure PayCargo in your Magaya System 0 cee eee ees 272 Send Inyotces to PayG atPO stu pete MR Ee SOE we See WESS RR 273 INOUE ING Customers evsagcreg edad up EN IR EE RIS IPSE NIE S UE EN 215 Croate a System Alert Mcr 215 How You Use Pay ars CODD forse acc ceca a eee rare ee Pee 275 How Your Customers Use PayCargo com 0 cece eee 278 I0 Masaya POD Mobile d kr TE AC RICE REC ee ee we eee as 285 POD Mobile TatroQueltlofb eb e y E DC EXP EEEXIqUIARASRERG NAMES 285 POD Mobile Getting Started 424 eri Le SEI UR D PESCE ATE Id 285 Add POD Nobile USS eoi dte dto obe e ode oe oom do den 286 Cicate oh A ie yet teers oer eS dU dor duos dran d er een esos dran der Lire da 289 Perform POD Tasks on Handheld Units 0 00 0 0 0 0 0 eee 290 After the Deliveries are Completed 0 0 0 0 0 0 cc ee ene 294 Perform POD Tasks on a Smart Phone 0 0 000s 297 GEIE ADS Tr 297 og AON 2D DE sued quos RE dh creel te loys ie coe les adele te te loys uo Itt fee 298 Select Tasks and Dispatch Items 0 0 0 00 ccc ce ene 299 Collect the SIPtdlufe xau x aer eh eae E EU PS es dA EE qd Ed 304 11 Magaya Sma
205. following options Ship or upload documents The menu option that enables you to upload documents will upload the docu ment from your Magaya system to FedEx A dialog box will open Click the Add button inside that box to add documents Also select the document type Click OK to save If you want the system to generate documents select the Ship with FedEx option A wizard screen will enable you to add documents in another screen 381 EXPRESS LINK INTERNATIONAL SHIPMENT WITH FEDEX 2 SCHEDULE THE FEDEX SHIPMENT WITH EXPRESS LINK When you click Ship with FedEx an Express Link wizard screen opens ShipmentiUG FedEx Courier Interface Wirard x Uperabon t Enblier Piasta viia he ariba inomahon Belos and change ang va Changes on the page will not be reflected in the onginal operai Express Link screen 1 Shipping Account Magaya FedEx Test Account D16321 gt 123455789 Personal State EIN 123456789 Personals skate Fret Hame Jeer Oauds Last F ni 101 Flagler treet 5065 Explorer Driya Parr Y Missis cc apa FL Postal code 13177 QN Posta code L4WSKG UNITED STATES Residential area Residential area 305 555 8000 xk TGE 333 BD00 irf ogartsunphes com Origin First Nar Mure Last Etzler LO Aagi Street Street 7950 Mel 53rd Street ui l Mare Postal code 33172 FL puce UE UNITED STATES Ema 4 00 De c mmu The shipping account displ
206. g 242 split shipments multi part 99 SSL email authentication 242 supplementary in bond movement 82 System Alert online payment received 275 System Alert for online transactions 159 System alert of online request 139 T T amp E 74 Test environment 43 65 Track shipments 327 Track transactions online 231 Track2Go 325 download app for smartphones 325 error messages 331 find transactions 327 Tracking online 127 Transaction Tracking 227 custom on your website 231 for imports WR 230 how to send a link to a customer 234 limit search 234 limit view of 262 set a group of customers 236 set per customer 236 set up system defaults 229 turn off for a customer 237 Trip Schedules and INTTRA 112 U Ultimate Consignee 55 Unit 58 UPS Express boxes 395 UPS request from a Cargo Release 362 US Principal Party in Interest 54 USPPI 54 V Vehicle data screen 322 Vehicle data send to US Customs 323 Vehicle numbers see Magaya VIN Decoder 315 Vehicle shipping file EEI 48 Vessel arrival message AMS 71 Vessel departure message AMS 69 Vessel flag 52 VIN 44 VIN enter 1n PC 320 VIN see Magaya VIN Decoder 318 Void a payment 270 W Waiver of Prior Notice 52 WebBL service 122 Wheels up notice 94 WR received through Magaya Network how to save 37 X XIN number 62
207. g features such as view rates invoices and inventory create online pickup orders shipping orders cargo releases shipments sales orders purchase orders and more Transaction Tracking Send a link to your customers so they can view real time information about their shipments inventory and more Magaya OnTheGo For remote access to your Magaya database e Email Options Setting up preferences emailing individual email messages and a batch of email messages of documents or transactions 1 How TO USE THIS MANUAL WHERE TO FIND HELP o Magaya Communication Server How to reload the communication server enable ports and other topics Online Payments This chapter explains how to register for PayCargo and First Data and you and your customers use the features so your customers can pay invoices online e Magaya POD Mobile This plug in provides delivery options including maps order details task lists and more Magaya VIN Decoder Use this plug in to extract all the relevant vehicle information from a Vehicle Identification Number VIN number e Track2Go Mobile App Track2Go is a mobile application that gives your customers real time updates of their Magaya transactions on their smart phones tablets and other devices Track freight see shipment status view inventory invoices and more e Magaya Express Link Request UPS and FedEx shipments and print labels using the details already entered in your Magaya system Pack
208. g ramai Mos Tracking by Trensection Numbers Return enke SRL when tracking transactien Tracking amp Kiong Shipments IL 1a Fiscal z scellsrece WM Tracking Language Engi ud Transation Tracing Frail d e Dor send trecHag ema la cers POO Kobe tek bors sending tracking emel bo dence Q Ak omatizalle send emed fo dents when a transaction is finished lks Magers Emai Chant bo send tracing messages Configure Ema Suspect Trareachion Tracking Emal Body Diese Waloed Custer The Fol ggg Enos ERO is 53 1 processed iov iir syetan Ble aem tha lrk hakea re keen wark e tbe tahe nf unur crede ZR EHI E Pa i g 3 Clickin the box next to the Allow by Transaction Tracking at the top of the screen to add a check to the box and enable the other checkboxes The software has the feature turned off by default 4 Check the boxes to choose which transactions to activate Quotations Bookings Pickup Orders Warehouse Receipts Cargo Releases Invoices Jos PO SO and or Shipments The transactions listed will depend on the 229 TRANSACTION TRACKING SET UP Magaya software product you are using You may or may not have all the ones shown in this screenshot Transaction Tracking Allow bv Transaction Tracking The Following transaction types can be tracked using By Transaction Tracking quotations Invoices Bookings Jobs Pickup Orders Purchase Orders Warehouse Recei
209. gaya VIN Decoder contact your Magaya logistics advisor to activate the plug in for your Magaya account This plug in is avail able for all Magaya software products Video View the video tutorial on the VIN Decoder on the Magaya Software YouTube Channel http youtu be xXSGCBoNt Qo Follow the steps below to configure your system and use the VIN Decoder on a handheld scanner Configure Enter Default VIN Data 316 To save data entry time enter default EEI information that all vehicles have in common by going to Maintenance Configuration US Customs In the AES CONFIGURE ENTER DEFAULT VIN DATA section of the screen click the Default EEI button This is a one time entry task l Configure Automated Export System AES AES Direct ustoms User name user name here For WIN Decoder stems 3 Password password here p Defaut EEI P Use Testing Environment JMS Click the Default EEI button In the dialog box that opens enter the Schedule B code for the vehicles and other data For example there are different codes for passenger vehicles commercial vehicles of varying weights diesel engine vehi cles and other types of vehicles EEI Information Schedule B Cade 8703900000 PASSENGER MOTOR VEHICLES NESOI Measurement Quantity 1 Quantity 2 SEEN Value License Type C33 Ms ELLH License Humber o x Origin State nf arigin ls Vehicle Vehicle
210. ge a OH WB Pending Delivery POD 10 23 2009 Delivery of large 4 8 Quotations fe Jobs E Bookings 2 5 Warehousing ID Pending Delivery POD 1 23 2008 Delivery For hous J In Process Delivery POD 10 23 2009 Delivery For shipr Perform POD Tasks on Handheld Units 290 Your Magaya POD Mobile handheld units automatically connect to your Magaya system and load all the pending tasks orders onto the handheld units for drivers so the packages are placed on their trucks for delivery 1 Driver Retrieves Tasks PERFORM POD TASKS ON HANDHELD UNITS The driver reviews the tasks and locations for the day s deliveries 1 The driver enters his or her user name and password to log in to the hand held unit 2 Click on Tasks on the main menu The Orders list screen opens 3 Inthe Orders list select the orders you will deliver Florida Na Natur b Caterpillar EQ Colombian G E 106 1212 150 Miami Distrib 4 iat Magara POD Pending Task B Gar ale 4 Click the Accept button 2 Checking Addresses and Destinations 291 PERFORM POD TASKS ON HANDHELD UNITS To see the address and commodities description select the order and click the Details button To see the details of one item select an item and click the Item Details button for more details Patio barstools Patio chairs 25 i Soutn h Piiraa Park If you do not ha
211. go Company ID Number 12345678344 ID Type EIN Address Line 8725 Nw 18 Terrace Address Line 2 City State FL 4ip Code 33172 Contact First Name lene Contact Last Name Taylor Contact Phone A required field can not be empty Name This is the Shipper name It is pulled from the Shipper field on the Entities tab in the Shipment The shipper needs an ID number in their profile If you receive the error ITN number not found verify if the shipper has an ID number in their profile The system uses the ID number and the Air Waybill or Bill of Lading of the shipment to retrieve the ITN e ID Number Identification number of the Shipper It can be found on the Customer s profile in the Maintenance folder on the General tab ID Type This is found in the Customer s profile in the Maintenance folder on the General tab next to the Identification Number field Select the type of ID number from the dropdown DUNS EIN SSN Foreign Other Address street city state zip code These fields are filled in from the Fntities tab in the Shipment The address can be changed in the Shipment or in the Customer profile FILING EXPORTS WITH MAGAYA AES Contact name and phone number These fields are filled in from the Customer s profile in the Maintenance folder on the General tab not on the Contacts tab Ultimate Consignee The person party or designee that is located abroad and actually receives the
212. guration Transaction Type Active Quotation Yes Warehouse Receipt VES Pickup Order Tes Cargo Release Tes Invoice Yes Jab Tes Purchase Order Tes Sales Order Tes Booking Tes Shipment Yes This list of defaults reflects the transactions set up in the Configuration menu This default list is the same as the list of transactions that you set up in the Maintenance Configuration menu discussed at the beginning of this chapter When you are viewing the default list you cannot click on any of the checkboxes to make changes To change the default select one of the following options in the dialog box by clicking the dropdown menu e Never send tracking emails This will turn off all the transactions for this customer and the system will not send any transaction tracking emails to this customer When you select this option all the checkboxes will uncheck you do not have to uncheck them one by one e Customize default configuration This enables you to select the specific transactions that you want to send to this customer Uncheck any transactions you do not want sent This will override 237 SET TRANSACTION TRACKING PER CUSTOMER the selections made in the Maintenance Configuration settings for Transaction Tracking for this customer Tracking by Transaction Tracking e mails Customize default configuration Customize default configuration Never send tracking e
213. h Inventory Income Inventory Account Inventory Asset w Inventory Type FIFO First In First Out Costing Method Average Cost Cancel Help e In the Inventory Item Definition section enter the part number model name or number an item description the package type and dimensions Ifyou keep inventory by serial number and or want to save the serial numbers when items are released check the boxes In the Associated Items and Services section enter the Purchase Price and select the currency The purchase price is the price you paid for the item The system automatically creates an Expense Item Cost in the Accounting folder s Items amp Services list It is also 209 ADD RESALE ITEMS HANDLING OF EXPIRATION DATES FOR ITEMS automatically assigned to the inventory assets The currency drop down is available if your system is set up to use multiple currencies Enter the Sales Price and select the currency The sales price is the price that your customers will pay for the item The system creates an Income Item in the Items amp Services list Select the Manufacturer optional Select the Client optional if you want this item to be assigned to only one client customer Inthe Generated Items and Services section most of the fields are filled in Changes can be made to the Costing Method Inventory Account and Inventory Type FIFO is First In First Out LIFO is Last In First Ou
214. he following is a list of the fields in the Freight Forwarder section of the EEI Name This is the company name of the freight forwarder or logistics provider Required field This is found on the Entities tab of the shipment ID Number This is the Identification Number field on the General tab in the freight forwarder s profile It is the Identification number not the Entity ID This is a required field ID Type This is found in the freight forwarder s profile on the General tab next to the Identification Number field Select the type of ID number FILING EXPORTS WITH MAGAYA AES from the dropdown DUNS EIN SSN or Foreign The ID Type Other is not valid for exports This field is required Contact Name and Phone These fields are filled with data gathered from the General tab freight forwarder s profile not the Contacts tab e Address fields These fields are filled with data gathered from the General tab freight forwarder s profile Items Information of the items being exported that have the field Include in EET checkmarked in the Commodity dialog box The item information used in the EEI is from the Warehouse Receipt or the packing list To edit item infor mation go to the Commodity dialog box and make changes on the EEI tab The information about each line item is displayed in a table in three rows on the EEI form This illustration shows a portion of the table and how the headings correspond with t
215. he information If any required information is missing it will be marked in red Humber Export Code us Dollars J First Unit First Quantity License Type License Humber C Description Vehicle Vehicle ID Type Vehicle ID Vehicle Title iocis i 1 Ds 1 requie fest X _ 501 K CUT FLOWERS AND FLOWER BUDS OFA KIND SUITABL Mo Number This is the line item number For example if the shipment contains ten items there will be ten line items Gross Weight The weight is displayed for each item The weight is in kilograms for Customs purposes e Vehicle If the item is a vehicle this field will be Yes All vehicle infor mation is found on the EEI tab of the Commodity dialog box for the item e Export Code Code that provides information about the item This field is required The Export Code is found on the EEI tab of the Commodity dialog box for the item License Type This code provides export information about the item This field is required The License Type is found on the EEI tab of the Commodity dialog box for the item e Vehicle ID Type If exporting a vehicle the vehicle type such as Passenger Car will display here 57 FiLING EXPORTS WITH MAGAYA AES 58 US Dollars The value of the item in whole US dollars as required by Customs License Number This field will only be required if the License Type requires it The License Number is found on the
216. hen UPS arrives 370 Tracking REQUEST UPS SHIPMENT FROM A CARGO RELEASE TRACKING To print them later go to the Cargo Release click Actions and select Magaya Express Link The pop up menu has the options for printing labels and more d 4 Rok X lim Actions zoom Options Transaction Listing Verify Packing List rg O C O m D c a y Exclude From Tracking EATA Magaya Express Link A View labels Update events Cancel Magaya Express Link operation Select Template J D History a The labels will print on the printer you designated in the Configuration gt Labels screen Send the Cargo Release to the customer to give them the tracking number for this shipment Select HTML format for the email message A tracking link also appears in LiveTrack Ensure the customer has access to log into LiveTrack They can open the Cargo Release and see the tracking number in the Charges section They can copy that tracking number and paste it into UPS com to track the package The other tracking option is in the second screen of the courier wizard Click the button with the three dots to open a notification dialog box Events are updated in the transactions dialog box on the Events tab and shown in LiveTrack The frequency of the updates is set in your Configuration screen Also choose columns in the Cargo Release list See the Appendix for more 371 REQUEST UPS SHIPMENT FROM A CARGO RELEASE GENERATE
217. hen you accept a task it is removed from the Pending Task list and moved to the list of Dispatch Orders which you can see by tapping the Dispatch button on the bottom toolbar zi lace T LIE ELE Consignee Number Create report on WMS Users elapsed time KP The tasks you accepted are here To see your tasks Tap Dispatch SELECT TASKS AND DISPATCH ITEMS Check the map to see the route to the address To see the package details tap on the marker in the map Carrier gt 2 31 PM 1 WETS Tap Sot a IEEE Bet bana m d Er ach Lo i h Fon 214 E IN Ww EE tees Trel A y t f ia e gu yem um R Hee ish Eia P pii E Y A 4 mili T CUM n uw Gore i ea ED Ius When delivering the items open the task and tap Dispatch Task 301 SELECT TASKS AND DISPATCH ITEMS In the next screen tap the Scanner button to scan the barcode on the pack ages You can also tap on the item instead of scanning Back AQ Scanner Bamboo Stakes 5 5 Tree staking twine 3 3 Trowel These are the items inthis task Tap to scan each item Tap here to use Bluetooth Scanner Proof of Delivery Dispatch Note The task number is displayed on the top of the screen 302 SELECT TASKS AND DISPATCH ITEMS For partial delivery If you do not have all the items to deliver swipe from right to left and tap the plus or minus button to enter the quantity Ccannet
218. here are items at the Master level that are not inside a container the system will notify you If the carrier is not in the INTTRA list the system will notify you If needed move the items inside a container at the Master level 117 SEND SHIPPING INSTRUCTIONS TO THE CARRIER 3 In the form enter the following information to send to the ocean carrier Details entered here will appear in the Bill of Lading 4 5 6 118 Shipping Instructions message Please enter the necessary information to send the shipping instructions bo the ocean caries Semice Tope Peri Ta Pott a Shipment Type Less than full load i Routing Instructors Clauses C Age of Vessel Caribbean Basin Initiative CBI C Caner Fieserves the Right to Place Contamer z in Heated Warehouse at a Set Cost C Certification Statements L Container Packing Certificate 7 Send description of goods v Send shipment notes z auto parts Charges All Charges znone A O Individual Charges Ocean Freight Additional Charges Origin Port Charges THC Destination Port Charges THC ngin Haulage Charges Destination Haulage Changes B L Print Instruchons B L Type Freighted Uniresghted Original Non Negotiable 4 1 C Seaway Express Select the service type Door to Door Door to Port Port to Port Port to Door Select the Shipment Type Full Load or Less Than Full Load LCL
219. hipment or document view and click on the Send button in the top toolbar File Ect Saks Operations Manbenance Shipment Maga Nebwork Accounting Reports Options Hep OQ On Back PT x 3 o Magaya Network i Tasks Guotetions HS Jobs Booking x Ko Marehousing E ae Maincenance Accountinag amp l Cut gang Shipments x C z008 x 2000 mii Ar LL Epes foe E oq Ground amp Incoming shipments g Pisi elah gt a 75 Coen Ground DOCU heme 2 Air Way Bil Lin gt Arrival Moties I mamta Ar 7 caica ia C23 Commercial Inreoice gt Packing Sip Print T x 9 Delete hemant Date ai Aleu1o 08 22 02 send Button in main toolbar or Shipment toolbar R 3 j 5 d P Hoses Add Duc Profit Liquidebon Trans Customs Gere Ernie Roro Changes Events Dewean Atachme ay d zi a O 4 Outgoing iin Transit Shonen Hane Shipment amer lars Sa amp A crgo lor Shpment ai 10 20 23 Patio tables Me 20 20 43 Pario chess z Mi 5 20 43 Paio busos ME 10 20 43 Patio bar 87 Transactions can also be sent by right clicking the transaction from the list view Warehouse Receipt List Status U Pending 3 On Hani i On Hane Delivered J Delivered T On Hand 1J Pending m On Hand i On Hand i In Process Ji In Transit In Process Pon Hand a In Proces
220. hipments 7 Miscellaneous iw US Customs Systems 2 Click the checkbox to enable online payments for PayCargo Online Payments Enable Online Payments with PayCargao r E this moment Far USD only WW Pay argo com Invoice payments Bank Account Bank Account Service Fees Bank Account Bank Account w Expense Account Payments Processing Fees Service Provider payCarga LLC 272 3 4 5 ONLINE PAYMENTS PAYCARGO SEND INVOICES TO PAYCARGO Select the bank account that will be used to receive payments This is the same account you entered in the PayCargo registration page If you do not have your bank account set up in your Magaya system enter it in the Chart of Accounts in the Accounting folder Select the bank account that will be used for the service fee from PayCargo The Expense account has been set up for you It is Payments Processing Fees The Service Provider is set to PayCargo LLC Click the Save button Send Invoices to PayCargo The following steps explain how to send invoices from your Magaya system to the PayCargo online payment system 1 2 Go to the Invoices List or the document view of an invoice Note The customer for that invoice must have an email address in their customer profile To verify if this customer has an email address entered in their profile click on the dropdown arrow for their name in the Apply to field and click on the Ed
221. hoes Mens Beckharr A amp M 441 Nike Auri ax running shoes Arb ax wt View 29 of Z3 elements Hl zd ot yr mx Filter TIT gt This lists pulls from the Inventory Item Definitions list in the Ware housing folder If you do not have any resalable inventory items defined this list will be blank For more on adding resale items see the topic Add Resale Items 204 INVENTORY ORGANIZER ADD PHOTOGRAPHS TO ITEMS 4 Click OK The dialog box for the Item Definition List will close and the item will be displayed in the list 5 Add as many categories subcategories and item definitions as needed in the Inventory Organizer To change the name of a category or subcategory double click it and make changes in the dialog box Now your inventory is set up and ready for your customers to view online and place into online sales orders To remove an item from online view open the Inventory Item Definition dialog box and check the Inactive box Add Photographs to Items After you enter an item into a category in the Inventory Organizer you can view the item to make changes or add photos The image file size is not limited because images are saved outside your Magaya database for software versions 8 5 and above Photographs must be in JPEG format to be viewable online 1 Open the Inventory Item Definition dialog box The Inventory Item Definition dialog box can be opened from the Inventor
222. ier Request Association Users To see the list of users for this account click on the Users link The list opens New users can be added here existing user profiles edited global alerts set up or individual alerts per user User Profile Click here to change the password or set security questions Contact Us This opens an email screen for contacting PayCargo For security purposes your PayCargo session will time out if it has been inac tive 283 ONLINE PAYMENTS PAYCARGO How YOUR CUSTOMERS UsE PAYCARGO COM 284 10 MAGAYA POD MOBILE POD MOBILE INTRODUCTION 10 Magaya POD Mobile POD Mobile Introduction The Magaya POD Mobile application runs on smart phones and on wireless handheld devices that delivery drivers use to collect delivery information and a customer signature when delivering merchandise to the final consignee The driver can see the list of deliveries for the day cargo descriptions addresses and maps The Magaya POD Mobile application connects to the local Magaya system to retrieve the orders pending for specific drivers so they can load their trucks The Magaya POD Mobile application works with all Magaya software You can enable your customers to view delivery order information in the online tracking tool Magaya LiveTrack Offline mode is available if you work in an area that does not have a strong or reliable Internet connection Select Offiline from the Settings menu via the More
223. ight shipment of one item to one customer leaving the U S and going to Mexico by truck i e ground shipment When you create the shipment you have the option to add documents when using the shipment wizard or adding them later when making the Express Link request If you have custom documents add them from the wizard 390 EXPRESS LINK INTERNATIONAL SHIPMENTS WITH UPS 2 SCHEDULE THE UPS SHIPMENT WITH EXPRESS LINK 2 Schedule the UPS Shipment with Express Link From the Shipment Toolbar click the arrow on the side of the Actions button and select Ship with UPS 3b hal VAY Customs Common Actions m Change Shipment Currency Y M setr Reset In Transit Set Reset Received 2125 25 0025 00 30 On 1 set Reset Delivered S Magaya Express Link ship with FedEx Set As Incoming Ship with IPSIS iS set As Outgoing Upload dacurments to FedExte Add to job Ir Upload documents ta LIP Reception Release Reports d History Verity Charges Denied Party Screening d Cargo Insurance The pop up menu has the following options Ship or upload documents The menu option that enables you to upload documents will upoad the docu ment from your Magaya system to UPS A dialog box will open Click the Add button inside that box to add documents Also select the document type Click OK to save If you want the system to generate documents select the Ship with UPS option A wi
224. illed in from the details in your Pickup Order All fields in bold are required Preparing this information in advance pays off here because all you need to do is click Save amp Next 376 REQUEST A FEDEX SHIPMENT FROM A PICKUP ORDER 2 SCHEDULE A FEDEX SHIPMENT The Payor in the Billing Account section is the account that will pay FedEx You can change the Payor in this screen if needed Billing account Company HW Cargo Company Account 601637660 Firstname Marie Last name Etzler 7950 Nw Sard Street Street City Miami State FL Postal code 33166 Country UNITED STATES Phone 205 555 7700 Ext Email meztleri magaya com Payor ing Account Shipping Account Recipient ad by permission Other Collect 3 Click Save amp Next The next screen enables you to set the delivery options at the shipment level and the package level and select the rate If you need to add additional information such as a reference number you can add it via the dropdown on this screen References Customer reference Intra country regulatory reference M Invoice number Purchase order number RMA association Shipment integrit Weight Pstragre 5 00 LB Other USO 12 00 Mo Mo ReFx 3 If a commodity is hazardous the details of the commodity will display in this screen by double clicking the package in the Packages list 377 REQUEST A FEDEX SHIPMENT FROM A PICKUP ORDER 2 SCHEDULE A FEDEX SHI
225. information and Shipping Instructions such as clauses are found on the first screen of the shipping instructions Click the Back button to return to that screen If any comments display here they were pulled from the Description of Goods field on the General tab and Shipment Notes from the Notes tabs The Goods section pulls data from the Commodity dialog box for the items Additional details about the commodities and containers The line number of an item indicates the contained item inside the below container The Package level such as outer Inner or Inner Inner is automatically filled in based on the level the item is created e The number of packages is automatically filled in from the Contained Pieces e The Commodity Package Type code is converted to 2 characters as required by INTTRA e INTTRA does not have a field for the description of goods of the house shipment Long package descriptions will need to be written to the Master Description of Goods View Ocean Carrier Messages To view the message to the ocean carrier go to the Shipment click on the Actions button and select Ocean Carrier Messages Click on Results from the pop up menu A new screen will open displaying messages for that shipment The Shipping Instructions you sent will be categorized as an outgoing message When the carrier sends you an application acknowledgement you will receive this here as an incoming message The accepted
226. ing Requests in Your Magaya Software When a customer sends a booking request to your system it will appear in your Magaya Network Messages Inbox Extra Info You can set up a System Alert in the Configuration menu to notify you when a booking request arrives File Edit Sales Operations Maintenance Shipment Magaya Network B 1 Ocean Ground Dates All From Status Type Identification ral Online Booking Requests 17 pef Online Booking Requests 16 O fel Online Booking Requests 15 O lg Online Booking Requests 14 If you have selected the option Process Booking Requests Automatically in the configuration the booking will also be saved automatically in your Booking List If your system is not automated you can review the incoming bookings from the Inbox or Booking List and decide to save them To open a booking and see the details double click on it To save right click on the booking and select Save to Database Inbox Dates All From 2 10 2015 bie Te 2 10 20 Status Type Identification Right click reed T Lx Online Booking Requests 17 NE f25 2014 B m Online Booking Requests 15 mA 3 26 2014 m O l Online Booking Reque us E 03 26 2014 O Ex Online Booking Reque save to Database s 4 03 25 2014 O Online Booking Reque qm aecianaae 2 Dn A207 201 2 1 Online Booking Reque T J 047082010 E LE Online Booking Reque Export 3 11 19 2008 nine Booking Regue story f b
227. ion states that a description of the goods must be sent to Customs at least 24 hours prior to the loading of the vessel at the foreign port The ocean AMS requirements are Send a Manifest done by using the Manifest Create menu option e Notify Customs when the vessel departs the foreign port done by using the Vessel Departure menu option e Notify Customs when the vessel arrives in the US done by using the Vessel Arrival menu option The Magaya AMS plug in performs a validation procedure marking the fields that did not pass the validation and enabling you to fix any errors before sending the information to the US Customs AMS system Changes amendments can be made to a Bill of Lading cargo can be moved while still in bond and other options are available in the software NOTE These AMS steps are explained from the perspective of an NVOCC not a carrier The Magaya AMS steps are part of a larger import process that 65 CUSTOMS IMPORT REGULATIONS MAGAYA AMS SEND A MANIFEST includes duties and fees ISF 104 2 may also need to be filed Review all the requirements that are needed for your shipments Send a Manifest 66 Checklist before sending the Manifest In addition to all the shipment details ensure you have the following fill in details in the In Bond Information screen if you move cargo in bond fill in the AMS Partner Notification Information screen fill in the HTS code in the Commodit
228. ional Handling checkbox will add to the cost also 395 THIRD PARTY BILLING IN MAGAYA EXPRESS LINK ADD THE ACCOUNT TO THE CUSTOMER PROFILE e Dry ice is used for shipping foods pharmaceuticals and other items that need to be temperature controlled You can specify how much of the total package weight is dry ice versus the item itself Third Party Billing in Magaya Express Link If you work with a customer who has their own UPS account and they will pay their own UPS charges you can bill them as a third party right from your Magaya system with Express Link No charges are generated for you Add the Account to the Customer Profile To add the third party billing account number to a customer s profile Go to the Customer list right click on their name select Magaya Express Link and Accounts 396 HANDLE RETURNS WITH MAGAYA EXPRESS LINK ADD THE ACCOUNT TO THE CUSTOMER PROFILE e In the dialog box that opens click the Add button and add the account for third party billing Required Their account number their country name and postal code Accounts Description Courier Account Number Contact Name Company Third party billin LPS Account Es General Courier Account Description ird party billing Account Number Their account number Contact Mame Richard Company Marne Hamilton Postal Cade 33172 Country UNITED STATES Prex Add Edit Delete Cancel The system will generate charges
229. is gathered into the AES form based on the details in the shipment and commodities General Information This section contains general shipment and carrier information that is required for all EEI filings 49 FiLING EXPORTS WITH MAGAYA AES 50 Shipment Number This is the shipment number assigned by the Magaya system Also called the Shipment Reference Number SRN the number is 17 digits and must be unique it cannot be used in another ship ment To change this number close the AES form to return to the Ship ment and make the change on the General tab in the Air Waybill Number field for air shipments or the Bill of Lading field for ocean shipments Booking Number This is the booking number found in the Shipment on the General tab If you do not enter a booking number for an air shipment the AES will fill in the air waybill number it is not required for air ship ments A booking number is required for an ocean shipment it is the number assigned by the ocean carrier to reserve space on the vessel for the cargo State of Origin The state is gathered from the Executed Place field on the Shipment s General tab It can be changed by clicking on the dropdown menu and selecting the Edit button in the dropdown toolbar Make changes in the Port dialog box in the Subdivision field Foreign Trade Zone Point of Origin or FTZ number To edit go to the Shipment s Routing tab This field is not required Port of Export This is
230. is responsible for the duties to US Customs Charges Displays freight charges insurance and other charges as appli cable Other parts of this screen enable additional options such as the export data the entities and more These are not required for all shipment It is recommended that you know what information is required for your ship ment The other tabs display additional options for international shipping with FedEx 384 EXPRESS LINK INTERNATIONAL SHIPMENT WITH FEDEX 2 SCHEDULE THE FEDEX SHIPMENT WITH EXPRESS LINK Options tab shows FedEx SmartPost details if you use it if a shipment is for a future date inside delivery or pickup or premium home delivery SmartPost is a FedEx service that uses the US Postal Service for low weight residential customers See the FedEx website for details Hold at Location Specify the name and place to hold a package e Notifications Add more email addresses e Express Freight If you use FedEx Express Freight enter the details References Click to add a reference such as a customer number References Customer reference Intra country regulatory reference M Invoice number Purchase order number RMA association l Shipment integrit weigh Pstragrs 5 00 LE Other USO 12 00 Mo Mo ReFx 3 Package Options Dangerous Goods Description Chihuly Glass Magnets Packaging Large package Non standard container F Dry ice weight Regulation
231. it e Send transactions expense charges to destination agents This checkbox is off by default Check it to activate it For more details on configuring the outgoing messages for shipments and charges see Chapter 2 For details on the Customer Tracking Invitation Email see the topic Magaya LiveTrack For details on email templates see the section Email Templates 243 EMAIL TEMPLATES INTRODUCTION Email Templates Introduction 244 Create email templates and use them in your Magaya system when emailing transactions such as Warehouse Receipts Pickup Orders and others to your customers vendors agents employees in your company and others For example you can create a template so you and your employees can email a customer to tell them their cargo arrived in the warehouse and you can include a photograph If you have cameras in your warehouse and want your customer to log into the web page to view their cargo send them the link and log in EMAIL TEMPLATES INTRODUCTION You can also create email templates to send marketing messages to your customers To set up an email template follow the steps below 1 k Fage One m Magaya Network E Tasks i A Quotations i Jobs Purchasing ales Bookings Warehousing P H E qa E Ve Maintenance g Carriers 8 Forwarding Agents 8 Warehouse Providers bus amp Customers L6 Vendors a salespersons Contacts i
232. it button in the toolbar that appears in the dropdown Enter the email address In the Invoices List select an invoice and right click on it From the pop up menu select Send to Online Payment System If you are in the 273 ONLINE PAYMENTS PAYCARGO SEND INVOICES TO PAYCARGO document view of the Invoice click on the Actions button to select from the dropdown Applied to JB wire Co Ed s Crane Service Number Type pis Invoice Bl Invoice Transaction D ate 12701720095 11 15 2003 Due Date 12 31 2003 12 16 2003 a Invoice Cartegena Construction Co 11 76 2009 12 16 2009 fis Invaice Fittsburgh Steel Ca 11 15 2003 12 16 2009 PWC Pir 5 himan JB wire 5 himan JB Wire 5 himan JB wire Art Bazi 5 himan JB Wire 5 himan JB wire li Caterpil Void Transaction Venezu Mesica Housto Lima Lt Irraice nv oce Invoice avoce Irrvoice Invoice Irraice Irrvoice Invaice Irrvaice Irrvaice Invoice Irrvaice voice Irraice Irrvaice Irrvaice Cargo Reports Sales Reports Export to QuickBooksik Export to PeachTreerg 0 bo document Print Batch Receive Payment Save as Recurrent Recurrent Invoices Choose Columns Send To Online Payment Sysbem 12716 2009 12701 2009 1270172009 10 31 2003 10 31 2009 1070172009 1070172009 09 11 2009 087 3172009 08731 2009 2 317 2003 OF 31 72003 2 317 2003 rz 30 2009 7 23 2003 72 23 2003 72 23 2003 7 23 2003 2 2
233. ity dialog box When all the required information is filled in click the Send EET button This will take you to out of the Magaya screen to the AESDirect website The first page you will see is a warning screen WARNING WARNING WARNING WARNING WARNING This is a Census Bureau computer system Census Bureau computer systems are provided for the processing of official U S Government information only All data contained withen Census Bureau computer systems is owned by the Census Bureau and may be monitored intercepted recorded read copied or captured in any manner and disclosed in any manner by authorized personnel THERE IS NO RIGHT OF PRIVACY IN THIS SYSTEM System personnel may disclose any potential evidence of crime found on Census Bureau computer systems to appropriate authorities USE OF THIS SYSTEM BY ANY USER AUTHORIZED OR UNAUTHORIZED CONSTITUTES CONSENT TO THIS MONITORING INTERCEPTION RECORDING READING COPYING CAPTURING and DISCLOSURE OF COMPUTER ACTIVITY Use of this computer without authorization or for unauthorized purposes is a violation of federal law and punishable by fines or imprisonment Public Law 99 474 WARNING WARNING WARNING WARNING WARNING After you log in the system will verify your EEI If any errors are found a screen will display them For example the errors on this EEI are a missing phone 60 FiLING EXPORTS WITH MAGAYA AES number for the USPPI the com
234. k Tracking i Tract v Settings v ee Logout a 0 Deshhboord Gi CargoReteases C re ee 4 Commodities E mim m y ir ORO ema thers vyol Seles Orders ann Corsgnec to r Pisckanga escolar mn T Part Numbers dat select how to Rerciptz view items late Puckup Orders Ea Wareheue Face pti Click the line to p widen the panels Carga Detal Inventor oo uu o D Harc Clm Camera bic Crgmemrmdcno 2012 aa Riots Pagine 4 Click a WR to highlight the line The cargo in that WR will display ar Largo Releases Step 1 of 4 Commodities Find By F ur e Available Items Status Mumber Dake Shipper Consignee Status P On Hand J InProcess WH 58 D4 19 2010 Orlando Gar Tropical 4g On Hand J InProcess WH 57 D3 z4l2010 Orlando Gar Tropical L 4g on Hand Carga Bsim aug En wm Dashboard 177 ONLINE CARGO RELEASES MAKE A REQUEST How TO USE ONLINE PICKUP ORDERS 5 Add as many pieces as you want Available Items Status Package Description Pi 4g OnHand Box Trowel us onHand Roll Tree staking twine us onHand Roll Tree staking twine Qn Hand Box Trowel d Description Pieces Add Partial Box Trowel 1 Add All 4 7 9 0 29 d Next Close If you click Add Partial a dialog box opens to select the quantity Click Next 6 Enter the details for the deliv
235. kup Orders LO 3 IATA Type 3 E Pickup Order List LO 4 IATA Type rA LO 6 I amp T Type BA LD 11 IATA Type 5 LD 11 Pallet IATA Type 5 le Warehouse Receipts s Warehouse Receipt List 35 Commodity List LD 7 IATA Tupe 5 a Cargo Releases 45 Ft HC Refrigerated M Cargo Release List 45 Ft High Cube Aluminium gt i Package Tynes 3 Locations 40 Ft ventilated Warehouse Inspector H zt ane z T Inventory Item Definitions aa d Classifications a tt aa Ae ern Shipment List 40 Ft Collapsible Flat Rack fi Work Load 40 Ft Platform ff In Transit 40 Fr Flat Rack Double click on it to open it 2 Inthe dialog box that opens click on the button with the three dots the Lookup button next to the field Container Equip Type Description Dimensions Express Link Type ia Description 45 Ft Standard Container Container Equip Type Container Code Click hero Vel Method Air Ocean Ground When you click the Lookup button a list opens displaying all the containers and their codes 125 CONFIGURATION LINK CONTAINERS 126 3 Find the description of the container in the list select it and click OK Select Container Code Code Description 4211 40 Ft Open Top 42P1 40 Ft Flat Hack 49P0 40 Ft Platform 42P3 40 Ft Collapsible Flat Rack 40 Ft Hard Top 40 Fr High Cube Hard Top 40 Ft Insulated 40 Ft Tank 40 Ft Ventilated Standard Container
236. l code 33172 State FL Pastalcode 33172 i Country UNITED STATES ww Click Save amp Next Phone OGE SSS TIBB Ext p zd meztieripaagaya com Payor My Company v P Save amp Next Dose Note The Billing Account is the company that will pay UPS for the transporta tion charges For third party billing see the section Third Party Billing Click Save amp Next to go the next screen 365 REQUEST UPS SHIPMENT FROM A CARGO RELEASE 2 SCHEDULE A UPS SHIPMENT The second screen of the courier wizard contains delivery options and rates Ripen Fale sie ereces bo label chost youl Hipna dale and peck the serene ad your OWENA OE Peg OGeecription Direc 5hansno pomponenbs JG a IN LEO LE Othe Doiie 45 LID LB LFS Express Exc Lange Packages Z I Deckwedwaus USD 12 00 Delivery confirmation rfor pkg amp 1 C O D For pk F 1 Confirmation None L C ORD freut Shigpar Pen Fur ee Shpongday Ssturdey Ane m 27 Handolf pickup tire ZO DOH 2 366 REQUEST UPS SHIPMENT FROM A CARGO RELEASE 2 SCHEDULE A UPS SHIPMENT A Select shipment level options as needed such as Saturday delivery or add Reference numbers such as invoice PO part number model or serial number To notify the customer via email click the button with the three dots in the Options section Check the box to enable this notification The system pulls the customer email address
237. l create an email message to send to your customers Other options The General Type of email templates will be available for all lists in your Magaya Explorer Other types of templates will be available when you are in certain folders such as Invoices Pickup Orders etc When you click the email button you will see the template choices available in a dropdown list when you send a tracking link by email or when sending batch emails 247 EMAIL TEMPLATES INTRODUCTION 248 3 4 5 Type in a subject line or click the Subject Field button to select from a list of dynamic fields Using the Dynamic Fields in your templates makes them easier to use and send email messages A Dynamic Field retrieves data from your Magaya system and displays it in the email Here is a list of current fields available to choose from Dynamic Email Fields Mame Internal Name Inventor replenishment list sys Inventory replenishment System Alert Transaction Summar sys a brans summary Recipient Mame sys recipient name Current Employee Division sys employee division Company ID sys company id Company Mame sys company name Transaction Type apg transaction type Transaction Status sie transaction status Transaction Date sys transaction date Transaction M ame sys transaction name Transaction Tracking Mobile Link sys mobile trans track link Transaction Tracking Link sys trans_track_link 12 of 12 elements For example to begin each
238. lds for email templates requires knowl edge of JavaScript From the Email Templates list in the Configuration menu 1 Click the Actions button select Dynamic Fields Maintenance Configuration Email Templates Seti Reset as Default Template tg XML Transtormeat 2 Choose Columns TD X Y zw Add Edit Delete Filter Actions The dialog box shows a list of default dynamic fields Dynamic Email Fields M ame Internal Mame Format Type Inventory replenishment list she inventor replenishment list Internal Email Recipient System Alert Transaction Summary sys sa trans summary Internal General Recipient Mame sys recipient name AM L ZXSP ath Current Employee Division sys employee division Intemal General Company ID sys company id Intemal General Company M ame sys company name Intemal General Transaction Type se transaction type Java Script General Transaction Status sis transaction status Java Script General Transaction D ate sis transaction date dava Script General Transaction Mame sys transaction name Intemal General Transaction Tracking Mobile Link sys mobile trans track link Internal General Transaction Tracking Link sux trans_track_link Intemal General Filter Actions 251 EMAIL TEMPLATES ADD DYNAMIC FIELDS 2 Inthe dialog box that opens click Add to add a new dynamic field Dynamic Email Field Tvpe Display Mame Source Type Java Script 4 Edit JScript
239. le 2 Biscayne Bike Shop chrizcelbi 4m Re Add 2 Art Basel Gallery Ltest email Add with contacts s 2 Bill s Storage Units bill amp stora This will include all the contacts from that profile To delete one select it and click the Remove button Email Signatures Email messages can display the signature of an individual employee or from the company The signature will be added automatically saving you time typing it for each message Follow these steps depending on your preference 254 EMAIL TEMPLATES EMAIL SIGNATURES From Employee 1 2 Set the option in Maintenance gt Configuration gt Outgoing Messages Click Send email using Magaya email client and click the Configure button Checkmark the box Use logged in employee email address In Maintenance gt Configuration gt Employees open each employee s profile to ensure they have an email address entered Click the icon next to the email field Employee Eg General Address Biling Address Other Addresses User Permissions Pers M ame llene Taylor Click to format Piena Doo signature employee emai Inactive 255 EMAIL TEMPLATES EMAIL SIGNATURES 3 Enter the signature details and format them E eMail Signature Format the text Employee llene Taylor il a 4 E E 3 illene Taylor Office Manager HWC Cargo Company 8725 NW 87th Ave Add a link or an image Miami FL 33172 Click OK
240. le Create Purchase Orders Far preferred vendors automatically Allow client invoice generation automatically Allow orders to be posted in home currency only Home Currency USD Generate charges automatically For Online Sales Orders Allow clients to cancel Online Sales Orders Create a Job for each Online Sales Order automatically Allow automatic release of Ehe ordered commodities Create a Cargo Release ground only Create a Shipment Save automatically created shipments in this Folder Select Ehe modes of transportation you want to enable when posting Online Sales Orders Description Method Motorcycle courier Unknown Bicycle Courier Unknown Vessel Ocean vessel Containerized Ocean Categories Select the Featured category Click in the checkboxes to enable the following Allow back orders of items This gives you the option to let your customers place orders for items that are not currently in your inventory You can also set up your Magaya system to create a Purchase Order automatically to buy the items from a preferred vendor automatically For details on creating Sales Orders and managing backordered items please see the Magaya Supply Chain Solution Operations Manual e Enable automatic invoice generation This will transfer the details of the sales order into an invoice and send the invoice in your Magaya Accounting folder Define the currency for orders as the home currency of your Magaya
241. ll or router make sure you have a port forwarding set for port 6110 TCP point to the computer that run the Magaya database Configure Magaya OnTheGo 334 1 Contact Magaya CONFIGURE MAGAYA ONTHEGO Contact your Magaya representative to activate Magaya OnTheGo for your company They will tell you how to download the plug in program When the File Download dialog box appears click on Save to save the file the file name is InstMCSRem exe 2 Install Magaya OnTheGo After the download is complete install the program 19 Magaya On The Go InstallShield Wizard Welcome to the InstallShield Wizard for Magaya On The Go Magaya The InstallShield PR Wizard will install Magaya On The Go on vour computer To continue click Mex OnTheGo i WARNING This program is protected by copyright law and international treaties Follow the prompts in the installation wizard 3 Set the Port Open port 6110 TCP for outgoing connection in case you have a firewall 335 UsiNG MAGAYA ONTHEGO Using Magaya OnTheGo On the remote laptop or computer log into Magaya Network using your Network ID and password Login to the Magaya Metwork Please enter your ID and password to access the Magava Sh Network Magaya Network Password ooo OE Note Far a local connection use your local database server name as IL and no password Cancel Next log in to your Magaya database Login to Magaya Explorer ATZ Cargo Inc
242. lookup button with the three dots Add an amendment explanation if needed e Click the checkbox to Change Arrival Information to activate the fields if you need to change the carrier the flight number or the scheduled arrival date Click the Save amp Next button 92 FiLE A DEPARTURE NOTICE e Review the information in the summary screen and make any corrections if needed before sending Freight Report Change AMS Transaction Summary The following is a summary of the records that will be sent ta US Customs IF same fields appear in red you should fis them before sending the transaction Message General Informatior Records Message Details Standard Message Identifier Component Identifier 3 FRC Airport of Arrival Airport of Arrival 3 ORL Carga Terminal Operator 4 A required fied can not be empt File a Departure Notice US Customs requires a notice stating when the air import shipment will leave the point of origin and when it is expected to land in the US This is sometimes 93 FiLE A DEPARTURE NOTICE called a wheels up notice To file this report from within your Magaya system follow these steps 1 Click on the shipment you need to file a report for 2 Click on the arrow on the side of the Customs button select AMS and Flight Departure Message FDM f amp Bw ww Send Customs Commad Actions Send EEI to AES EEI AES Results AMS
243. manually Online raii Bookirigs B ebipersars g zimp na ics BE es rue Allow booking requests without existing trips pEi 2 Readthe following options and select how you want to configure your system to receive online booking requests To process booking requests automatically check the box Process booking requests automatically When a customer places a booking request online the system will reply automatically with a booking number and booking transactions will be saved in your Booking List A message will also appear in your Magaya Network Messages Inbox File Edit Sales Operations Maintenance Shipment Magaya Network x2 af Ocean Ground m d Community e Dates All al From x Messages Status Type Identification m Ej Online Booking Requests I aT Online Booking Requests 16 a We Sent O Ex nline Booking Requests 15 u Us Customs O Ea Online Booking Requests 14 If you do not check this box the booking will not be saved in the Booking List Use this option if you want to manually verify each booking request you receive before saving it to the Booking List for processing The customer will receive the following default message Your booking request has been received and will be processed within the next business day You can change this default message to any text you want right on this Configuration screen Check the box Allow booking requests without existing trips
244. mber To notify the customer click the button with the 3 dots in the Options section Check the box to enable this notification The system pulls the email address from the customer s information Add more as needed Options _ Saturday delivery Documents only C Shipment options Notifications Delivery Exception Shipment Enable this notification Enter up to Five Email addresses IF left blank the sender s Email address will be used by default chrisibiscvane com v 356 Get Rates REQUEST UPS SHIPMENT FROM A PICKUP ORDER GET RATES g B Select package level options as needed such as Delivery confirmation or COD terms You can require a signature for only one package in the ship ment or more than one package Delivery confirmation For pkg 2 Confirmation Signature required v Delivery confirmation Signature required Date Shipping day Saturday June 08 2013 COD is Collect on Delivery to receive payment upon delivery of a package C O D For pkg 2 C O D Amount 5 00 usb v Any k Guaranteed Funds HandofF pickup time 2 00 00 PM Get Rates Extra Info To view or change package type details double click on the package line to open a dialog box with options Remember UPS Express boxes will generate express air shipment options not ground shipments To learn about defining packages with UPS dimensions see the section Match Package Types fo
245. ment See procedures for the steps for each below Step 1 Request the In Bond Movement First click the arrow on the side of the Customs button select AMS gt In Bond Information ma Lu E r e Lu Lu Send Customs Commoad Actions mM Send EET to AES ia EET AES Results 5 All cargo for Oc T ceramic va QI metal bowl AMS Partners Notification Qi brass cand AMS W HBOL14 1 Jin 55 AMS and ISF Results In band Information h ABI k Next at the House level enter the information on the in bond information screen for each House Click Customs In Bond Information see below After that you will create and send the manifest Customs will send an approval disposition code 1J a reason for denial In Bond Information 75 CUSTOMS IMPORT REGULATIONS MAGAYA AMS MoVvE IN BOND CARGO The In bond Information dialog box is used to include information in your request to move cargo while it is in bond 1 Click the arrow on the Customs button in the Shipment Toolbar and select In bond information 2 Inthe dialog box that opens fill in the information that is needed for this House shipment The information that you enter here for this shipment will be carried over into the In bond Movement notification you file with Customs In bond Information for shipment MAGZ101 Bill OF Lading Type 0 Regular bill Paperless Master In bond MIB Parti
246. ment by clicking on the button Other options in the PayCargo website Add your own reference number optional in any transaction for in house tracking Attach a document or image to any transaction Filter and search in the list by using the Filters or the search functions To rearrange the order of the columns or to change the width of a column click and drag column headers The information in the list can be exported to an Excel document or other format Reports See cash outflow a report of disputed transactions paid transactions ACH bank reconciliation report with all transaction details and fees and payment status report e FirstData gt PayCargo Home Transactions Reports Credit Availabilty Reports Reports Schedule Reports Cash Outflow Forecast Report Disputed Transaction Report Paid Transaction Report shipper ACH Reconciliation Report shipper Payment Status Report All the reports open a screen with a date range option Select the dates for the report Predefined Range CINEREN 0 7 a Select date range next cancel for report Schedule a Report To tell the system to create reports on a schedule click on the Schedule Report link Any existing scheduled reports will appear in the 281 ONLINE PAYMENTS PAYCARGO How YOUR CUSTOMERS UsE PAYCARGO COM list To add a new scheduled report click on the Schedule a New Report button on the bottom of the screen Repo
247. menu are To add all the items in the selected package use Add To add a partial number of items from the selected package use Add Partial and enter the number of pieces in the dialog box Select partial pieces x Potting soil Pieces 1 of 4 Pieces OK Cancel 188 ONLINE SHIPPING ORDERS MAKE A REQUEST How TO UsE ONLINE SHIPPING ORDERS e To add all the packages in the Warehouse Receipt do not select a package Just select All To remove a package from your order select it and click on the arrow on the side of the button above your list From the pop up menu choose the option to delete the selected item or all items in your order Status J Package Description Pieces Length Heigh wic L9 on Hand Patio bar 2 57 00 55 0 X WiPonHand Box Patio tables 16 87 00 28 00 WiPonHand Box Patio tables 7 87 00 28 00 gonHand Bex Patio tables 11 87 00 28 00 WiPonHand Box Patio tables 35 87 00 28 00 gonHand Box Patio chairs 50 45 00 12 00 RonHand Box Patio barstools 13 65 00 40 00 W D on Had Rne Patio chairs 75 45 00 12 00 Eo Status Package Description Pieces Lal jon rond I Patio bar E Click on the Next button when you are done entering commodities 4 On the Contact Info screen there are two tabs one for the Pcikup Delivery information and one for the Shipper Consignee On the Shipper Consignee tab the shipper information is filled in Select the consignee
248. mplate 250 document format 243 example template 249 how to email a document or link 239 JavaScript and XPath 250 send to contacts 254 Transaction Tracking 235 using Magaya 241 using Windows 240 Email a batch from a list 235 Email Houses from a consolidated shipment 240 Email signature company 256 Email signature employee 254 Email SMTP setting 242 Email Templates how to send an email message using a template 249 Employee email 242 Empty container report 87 Error message Customs 87 Expiration dates of items 210 Export code 57 Export vehicles 322 Exporting screen for denied parties 401 Express Link 3rd party billing 396 Accounting configuration 345 add columns 393 add documents 380 390 Cancel a request 372 Charges 372 Close of Day procedure 387 Configuration 339 Delivery options 367 Email return label 399 Enable 339 Match package types 394 Multiple accounts 349 Prepare data before using 349 Print labels 370 Register with UPS 340 required field for UPS international 391 Returned packages 397 send custom documents for UPS international 392 Tracking 371 Tracking configuration 346 UPS request from a Cargo Release 362 Express Link UPS international shipment descrip tion 391 F FDM 94 FIFO 210 File manifest checklist 66 FIRMS code 79 84 First Data configure 266 First Data credit cards 266 Form 3461 307 Form 7501 307 FRC 91 Free Trade Zone FTZ 50 FRI 91 FSN 96 FSQ 95 FXC 91 FXI 91 G Get Rates from UP
249. n and destination by using the From and To dropdowns Any available rates will appear in the list To view details of a rate double click on it in the list A window opens showing the information Charge Description Destination Origin Mode of Transport m Standard rate Bookings Standard rate zi OEE vire Tyne Ocean Freight Method Vessel Containerined Service Type Purchase service Orders Port of Origin Port of Destination Name Miami Name Maracaibo Country UNITED STATES Country VENEZUELA L Rate ckage 3ales Orders by pa Container 20 Ft Dry Freignt Price Container 40 Ft Dry Freight Price Jobs The Rates a Livetrack user sees are the rates in your Magaya Explorer To learn more about entering rates in your Magaya system see the Magaya Software Customization Manual Cargo Detail The Cargo Detail section of the online tracking shows all the cargo or items related to your transactions The columns available include the defaults of status description and dimensions Others include Expiration Date External 154 ONLINE BOOKINGS GETTING STARTED Tracking Number transaction type and number and warehouse location Choose the columns via the Actions button Dashboard 24 Cargo Detail Dates All Search Status Qi Arriving Qi arriving Qi arriving QI arriving Qi arriving Package Bag Bag Box Box Pallet Wr lt o F al Description Pieces
250. n your Magaya software by following these steps 1 Inyour Magaya system go to the Maintenance gt Configuration menu and select US Customs Systems 2 Enter your ABI filer code user name and password from SmartBorder ABI Integration with SmartBarder system Automatically update entries that were created in the last days Retrieve accounting information USD only Duty item Tas item 400 Antidumping Fee iter CYD Countervailing Fee item Other fees Includes MPF Merchandise Processing Fee and HMF Harbor Maintenance Fee 3 Test Connection When the ABI plug in is activated click the Test Connection button to verify it is working 308 CONFIGURE ABI 4 Synchronize Clients Usethis button to match your clients customers in the SmartBorder system with the list of customers in your Magaya system This step only needs to be performed during system setup Synchrone Clients Cotabaie Chants auto ink Hare Sesat ancl fiunber Mees TEST CUENT Te MeecleNT2 iam B eaaa Test quent gi LIS GOvEPNMENT spe Tet m B barana Boat Camats OBO War LTAB Avera a Massi TEST CLIENT zc Las Grn Garden Stop Be Md 121 Street ae FD D 02 B pras Garden Company gs MAHA CORPORATION 3 Add s verecuia Foni mapie S577 Southern Aaa HHan Warham Co 8s Hirr 25 B Menken Farmitune Ca Sa Cale Colorado Viesdeci Aat 5a Client List from your mer Customer List from your omartBorder system a Magay
251. nance gt Configuration gt System Alerts 196 ONLINE SALES ORDERS SETUP MANAGING THE WEBTRACK USER DATA Add an alert and set the alert options you want System Alert When Online Sales Order is recereed bl Internal Notification Employee Administrator Alert by Email Alert by Task External Notification Send Email to Sender Message Select Email Template System Alert Email Template hol Enabled The Internal Notification options send an email message to the employee selected or creates a Task that pops up on the Magaya Explorer screen The option External Notification sends an email to the customer to let them know their order has been received Managing the WebTrack User Data To view all users who have access to tracking open the WebTrack User list via the Actions button You can select what information you want to see in this list by Choosing the Columns option from the Actions button The WebTrack User list is available from the list of Customers Forwarding Agents and the Contacts list 197 ONLINE SALES ORDERS SETUP MANAGING THE WEBTRACK USER DATA Another option to view the logins quickly is to add a column to the Customer list Forwarding Agent or Contacts list 1 2 Click the Actions button and select Choose Columns In the dialog box that opens click on the arrow next to the Add Columns and select Add Related Columns 198 Column Settings Pho
252. nation C Immediate Transportation IT the movement of freight to an inland port of the importer s choosing for final Customs clearance and payment of duties and or taxes Transportation amp Exportation T amp E the movement of freight to another U S port or transiting the US for the purpose of exporting the goods Immediate Exportation IE the movement of freight that is to be exported from the same port where it arrived Note 69 Transit and 70 Multi Transit these codes exist for back wards compatibility in the software but are no longer used for creating new transactions For the other fields you can lookup data by clicking on the button with the three dots The fields marked with a C are conditional You may not need to enter all of the following information depending on your ship ment e Conventional in bond number enter this if you do not click the Paperless option e SCAC code for the in bond carrier who will move the cargo from the Carrier s profile CUSTOMS IMPORT REGULATIONS MAGAYA AMS MoVvE IN BOND CARGO e US port of destination or FIRMS code where the cargo is going while it is still in bond i e not cleared Customs yet Use this if you are sending the cargo to another port in the US Select US Destination Port In band Carrier Code SCAC CI ON US Port of Destination c Intermediate Destination C ii E Foreign Ur RTT EUR ey e LK Foreign Fl Code Des
253. nc Contracts a M GArA TEST CLIENT Query Rates 2 Banana Boat Cosmetics 2 Orlando Garden Shop 4 Japanese Garden Company oo Venezula Pool and Patio 2 Houston Warehousing Ca 2 Mexican Furniture Co 2 Medect Art Gallery Allow Tracking Remove Tracking Send invitation email WebTrack User List Configure Tracking by Transaction Transactions Listing am Choose Columns Import Export Tip Ensure the customer has an email address entered in their profile The system opens an email message template that includes the login link their user name and password and a list of the transactions that they can access The template for the email message can be changed by selecting a different template from the dropdown menu Add any attachments or make any changes and then send the message For more details on the email templates see the topic Email Options Customers log in to Magaya LiveTrack with the password that you give them in the invitation email When a customer or agent clicks on the link in the invi tation email a web page opens Their login will enable them to see the transac tions that they have permission to access Set the Email Template To set an email template as a default for your Magaya system MAGAYA LIVETRACK SETUP RECEIVE NOTIFICATIONS Go to Maintenance gt Configuration gt Outgoing Messages The Outgoing Messages screen provides many setup options but w
254. nd Action CUSTOMS IMPORT REGULATIONS MAGAYA AMS SUPPLEMENTARY IN BOND MOVEMENT Select the action for a new application delete one or update one Supplementary In Bond Request Wizard AMS Manifest Number Bill of Loading Mumber HBOL25 New Supplementary In Band Movement Conventional In Bond Number Celete a Supplementary In Bond Movement Update a Supplementary In Band Pavement Or Paperless In Bond Number US Destination Port Reason Far the Amendment Description Note To send a supplementary in bond movement the first one needs to be arrived completed Regulations allow only one in bond movement at a time If the last one contains a mistake cancel it Enter the rest of the information into the screen The Quantity field shows the total but you can change it if you re only moving a portion of the total Customs sends you a 1J disposition code if the movement is approved Arrive or Export the supplementary in bond movement Use the in bond movement application to arrive or export the in bond movement Customs AMS In Bond Movement Note Supplementary in bond movements must be done with an in bond number not at BL level or container level To update an already submitted supplementary in bond 1 2 Use the Delete function from the House level to delete the previous supplementary in bond Use the Update function to send the updated information 83 CUSTOMS IMPORT REGULATIONS MAGAY
255. ne Account Number Contact First Mame Contact Last Mame Identification Mumber Ident number type System IL Street and Number City State Country ip code Tracking UserLogin to the sys EMail Fax IF Address Street and Number 1 L Street and Number 2 zi Add Columns E Text Text Text Field Type Text Text Test Visible Integer word wrap bos width 200 1 Text Text Text Text Text Text Text Text Text Text Add Related Columns Add Script Calumns M ONLINE SALES ORDERS SETUP MANAGING THE WEBTRACK USER DATA In the dialog box that opens a Click the Related Elements dropdown list and select Tracking User b Select the element in the list this will be the column heading Related Columns Related Elements Tracking User v Available Columns Selected Columns Mame Type Name 2 Bookings YeslMo m B Cargo Releases YeslNo EMail Text Rename Fax Text B Inventory YeslNo B Invoices YeslNo B Jabs YeslNo Login to Ehe system Name Text B Network YeslNo B Online Booking YeslNo B Online Shipping Orders Yesa Click the Add button to move the element to the Select Columns list Click OK to return to the Column Settings dialog box 199 ONLINE SALES ORDERS SETUP MANAGING THE WEBTRACK USER DATA The new column heading is now in your list Column Settings Mame Type o Mame Test 9 Phone Test A
256. nt This manages the user inter face enabling it to interact with the Service that is running in the back ground It runs when you are logged in to your Magaya software Network Configuration The Magaya Communication Server is a Web server that processes incoming HTTP connections from other peer Magaya Communication servers in the Magaya Network or from users who are using the Magaya LiveTrack or Magaya Transaction Tracking The Magaya Communication Server uses either port 80 HTTP port or port 3691 to receive connections from other peers or clients Port 3691 is the port assigned by IANA to Magaya network The IANA is the Internet Assigned Numbers Authority it allocates globally unique names and numbers that are used in Internet protocols When possible your router firewall should be configured to forward incoming connections on this port 80 to the computer running the Magaya Communication Server so it can process requests effi ciently 257 MAGAYA COMMUNICATION SERVER USER INTERFACE Based on your network configuration your Magaya Communication Server will be running in one of the following modes Online The port is correctly configured in your router and the Magaya Communication Server can receive incoming connections directly This is the recommended most efficient setting The icon in the taskbar will display green boxes between the arrows Online Thru Gateway The port is not configured in the firewall but the Magaya
257. ntered will remain until you change it See Step 4 below for more e Select the Action Type Use the Flexible Range option if you do not have all the data for the entities and you will send it later Use the Flexible Timing option if the Consolidator and or Stuffing Location are not available and you will provide them later in an updated transaction You can file these up to 24 hours before the vessel arrives e Select the Bond holder code the company responsible Many fields can be the same In some cases the importer may have the bond You must have an Identification Number EIN DUNS or other Customs assigned number in your Magaya system for the bond holder This can be found on the General tab for the entity The system saves the code to the bond holder entity When creating another ISF filing for this entity the system will populate this number in the field automatically Select the Bond Activity Code Choose from the dropdown list Importer or Broker International carrier FTZ etc Bond Holder Caribbean Flower Compary V Bond Activity Code 01 Importer or Broker Bond Type 02 Custodian of Bonded Merchandise 03 International Carrier 04 Foreign Trade one Operator 16 ISF Band 105 FiLE ISF 106 Select the Bond Type Continuous or Single Transaction Enter the Surety Code The code identifies the insurance surety company providing the customs bond for the importer The system saves the code to the bond
258. o Magayald 13939 Type Warehouse Re Number hbol22 Search Transaction not found 331 COMMON ERROR MESSAGES If you need help using the app open the user guide by tapping on the More 1i n e 6 20 PM dM MagayaTrack2Go f icon How to Use Magaya Mobile Application Track2Go How to Guide This guide explains how to use this mobile application to find transactions view details and understand error messages How to Find Transactions To find a transaction you only need three pieces of information Magaya ID which should be provided to you by your logistics provider Type of transaction you wish to track such as Shipment Warehouse Receipt Quotation Invoice Purchase Order etc Scroll to select the type of 332 14 MAGAYA ONTHEGO MAGAYA ONTHEGO INTRODUCTION 14 Magaya OnTheGo Magaya OnTheGo Introduction The Magaya OnTheGo plug in gives you remote access to your company data base from any Internet connection at home or on the road You can work remotely as if you were in your office You can authorize your employees or agents to connect remotely and set permission levels for each person Magaya OnTheGo securely connects to the Magaya Cargo System Magaya WMS Magaya Commerce System or Magaya Supply Chain Solution and gives the user all the functionality of those programs All the features you use in the office are available remotely including air ocean and ground shipments
259. o schedule The cost changes depending on your choice Return shipment details Email label Email label One pickup attempt M Print label Label delivery options Three pickup attempts Creation date 5 6 2013 Return contact phone Expiration date si ama w Email label to Cali test com Instructions Service options Service UPS Next Day Aird w amp Rate 7 Return type Message When emailing a label you can enter a message to the recipient in the Message field The label will state this is a return Get rates 5 In the Confirmation screen verify details and click Send to submit the request to UPS The system will send a notification to your customer if you selected that option Other tracking options You can send a notice via Transaction Tracking or the customer can check in LiveTrack or Track2Go If the customer was not available when UPS arrived to collect the package the system also sends you a notification so you can contact them to let them know about the next attempt 399 HANDLE RETURNS WITH MAGAYA EXPRESS LINK ADD THE ACCOUNT TO THE CUSTOMER PROFILE 400 16 DENIED PARTY SCREENING DENIED PARTY SCREENING INTRODUCTION 16 Denied Party Screening Denied Party Screening Introduction The Magaya Denied Party Screening plug in helps your company comply with U S government export regulations that require verification of entities to deter mine if they are included on the list o
260. of pieces resetting leads times and more See the section Other Actions in the Inventory Item Definitions List There is another way to view inventory items in the Accounting folder Go to the Items amp Services List Click the Actions button and select Inventory Item Definitions from the menu E pisi ee LBSH OE INE Basketball shaes Inventory Income i Work Load LBESHOE COST Basketball shoes Cost Inventor Cost l In Transit WBB1 INC Wilson Basketball Inventor Income Maintenance WBB1 LOST Wilson Basketball Cost Inventory Cost Accounting CTSHIAT INC Champion t shirt Inventory Income y Chart of Accounts CTSHIRT COST Other Reports me mmc tme zr i Invoices ilies Inventory Item Definitions b pst i miki come Invoice List RTS D CDST Non Inventory Item Definitions Led Ed pils HTTODHNC Replace Item come e Bill List AT100 COST nist EF Payments SANCOS T Choose Columns Dst SAND come F t List I Dus r1 ecu BANSERFEES E e Fee E ic INS FORW COST EXPOF eposit Lis Checks NM Check List v op ai ii Add Actions This is useful for companies that have many inventory items Additional Information For more details on creating an online store with the Inventory Organizer see the Magaya Software Communications Manual For details on Items amp Services see the Magaya Software Accounting Manual ADD RESALE ITEMS CONVERT AN ExiSTING INVENTORY ITEM INTO A
261. oices date and amount due and more You can also exclude new invoices from viewing online via Maintenance Configura tion Accounting Also configure a customer s profile to give them the option to pay approve or dispute invoices online See Chapter 9 on Online Payments in the Magaya Software Communications Manual available on the Magaya com website Instant Messenger Chat live with agents and customers using the Instant Message screen If you have the Magaya Supply Chain Solution or Magaya Commerce System you can create an online store and provide your customer with access to Sales How TO AccESS TRACKING Orders to view Purchase Orders Job and more The LiveTrack also has options to view Shipments Quotes and Rates How to Access Tracking There are a few ways to access the tracking Go to Magaya com and click the Tracking link o Enter https tracking magaya com into a web browser Add the Magaya Network ID to the end of this link https tracking magaya com orgname 13939 Replace the numbers 13939 with your Magaya Network ID e Add a link to the tracking or a widget on your webpage See the section Add Tracking to your Website Add LiveTrack to your Website Resources Add a direct link to the tracking so your customers stay on your website The link includes HTML code and your Magaya Network ID as shown in this example https tracking magaya com orgname NetworkID See the section Add Tracking to
262. oid devices It s available to download for free from the app market on your smart phone Track2Go is free for your customers to use For Magaya customers who currently have the Magaya Transaction Tracking plug in your customers can start using Track2Go immediately If the Magaya Transaction Tracking plug in is not activated in your account contact your Magaya Logistics Advisor to offer this service to your customers 325 THE INTERFACE The Interface The first screen in the app is the search screen The taskbar on the bottom has icons you can tap to access different functions uim 9 eam E MagayaTrack2Go gf Magaya Ild 13939 Q Type Shipment Number hbol22 Search Status Loaded Arrival On 02 15 2012 Destination Miami Carrier MAERSK LINES INC Last Event Cargo scanned In On the top of the screen the icon that looks like gear wheels opens the settings for saving the Magaya ID turning the toolbars on or off and setting the units for weight and dimensions an P di 5 59 em Cancel Done Configuration Enter Magaya Id 13939 Show Toolbars Default Units Length Foot ft Length Precision 326 FIND TRANSACTIONS Find Transactions To find a transaction you only need three pieces of information 1 Enter the Magaya ID number which you can get from your logistics provider or search for the company name in the Directory aa nm 3 6 02 prs Directory X
263. on the name Click on the Actions button and select Remove Tracking File Edit Sales Maintenance Shipment OQ 2 8 8 Back Air Ocean Grou Operations E Ei Magaya Network Right click and select Remove Tracking E Bookirit Gg Warehousing z T Maintenance Bg Carriers L4 Forwarding Agents warehouse Providers customers ecr rt Galler walda Farms Laribbean Flower 24 Julia Cruz oS Ed s Crane Servic e HE Porter et Bogota Bike Shop 2 Cervelo Bicycles 2 vendors 9 Salespersons a Contacts Other Reports Reports r Fr F Statements Allow Tracking Remove Tracking Send invitation email WebTrack User List Transactions Listing Rates Choose Columns zt Import Export 141 LOGIN AND NAVIGATE THE LIVETRACK INTERFACE WHERE TO FIND LIVETRACK AND Loc IN Login and Navigate the LiveTrack Interface Magaya LiveTrack is a Web based system and login is available from any computer or device that is connected to the Internet You can see your cargo inventory quantities invoices etc 24 hours a day Note The online tracking is provided by Magaya Corporation but the logistics services are not If you have questions about a shipment etc contact your logis tics provider NOTE to Logistics Provider The following instructions are for your customers You refers to the customer of the logistics provider not to the Magaya customer These instruc
264. on when you finish your configuration 39 CONFIGURE INCOMING MESSAGES 40 3 U S CUSTOMS APPLICATIONS 3 U S Customs Applications This topic explains how Magaya software helps you file Customs documenta tion electronically and keep track of it in your Magaya system The sections in this topic explain how to process Customs requirements for Export shipments using Magaya AES Import air shipments using Magaya Air AMS e Import ocean shipments using Magaya Ocean AMS o Import ocean shipments using Magaya ISF 41 CONFIGURE CUSTOMS OPTIONS IN YOUR MAGAYA SYSTEM Configure Customs Options in Your Magaya System 42 To begin using the AES AMS ISF or ABI systems in Magaya go to the Main tenance folder US Customs Systems and enter the necessary codes into the Configuration screen Fie Edt Sales Operations Maintenance Shipment MagayaNetwork Accounting Reports Opbons Help Oo 4 es Back Ar Ocean x Magaya Network 3 Tasks g oT Quotations x X Jobs I4 easurement x f Bookings Unis x Cy Warehousing m Carriers Forwarding Agents Warehouse Prowiders Customers Vendors Salespersons Contacts Employees Parts al Countries US Customs x WB Accounting zm We Outgaing Shipments i 2008 ai 4 2009 j iq 2010 Incoming E i shipmenr4s Massages x E Incoming Shipments x Miscellaneous Systems a X 9 Ground Find Neteiprk US Customs Systems Ocean AMS and ISF AMS
265. ople find you when they are searching Keywords can include terms such as freight forwarder NVOCC warehouse etc 13 THE MAGAYA COMMUNITY OVERVIEW 14 The buttons on the Company Profile section enable you to 9 Company Profile 1 Save Search mE 2 Heset 3 Autofill 4 Upload Basic Information Company Mame Awl Cargo Company 1 Save your company profile when you enter it or make changes 2 Reset your changes to the previous version 3 Autofill will populate the fields of this company profile with information from the My Company Info profile which is available from the File menu You can add or edit information here about your company that is not in the My Company Info section The system will ask if you are sure you want to override your network profile with your company profile to be published on the Magaya Network directory Click Yes or No 4 Upload your company profile to the Magaya Network Search To search for other companies in the Magaya Community click on the Search button A new screen opens e Company Profile S Search Invitations Skate or Province ERITISH INDIAN oda BRITISH YIRGIN ISLANDS City BRUNEI DARUSSALAM BULGARIA BLIRKINA FAST Keywords BURMA MYANMAR BURUNDI CAMBODIA Search results CAMEROON UNITED REPUBLIC OF 30 companies Found CANADA Info Im CAPE VERDE CAYMAN ISLANDS Company CENTRAL AFRICAN REPUBLIC Mem Sta
266. oppy disk next to it The Comments column of the Inbox will state if the file is successfully received and if it exists in your database and cannot be overwritten This is the same for Shipments Overwrite Options You can determine if your system will automatically overwrite received WRs or not overwrite them The default is set so new WRs will not overwrite ones you created in your company With this setting WRs arrive in your Inbox if you revise them the system will ask you if you want to overwrite the existing WR The other setting here is to overwrite WRs created by another company another system which sent the WR via Magaya Network Acknowledgments The system automatically sends acknowledgments notices to the Magaya Inbox that a shipment was received or released If you are a destination agent this can automatically update the origin system to show the cargo has arrived when you do the Reception process at destination Acknowledges Automatic send received shipment acknowledge Automatic send released shipment acknowledge 37 CONFIGURE INCOMING MESSAGES Documents and Folders The system can automatically save documents and folders that are not related to shipments that you receive in your Magaya system You can specify the folder here Incoming Messages Documents amp Folders Automatic save of received documents Automatic save af received folders If you do not set your system to automatically sav
267. order posted optional This will link the sales order and the items inside it to the Job 193 ONLINE SALES ORDERS SETUP CONFIGURE YOUR MAGAYA SYSTEM 194 e Allow automatic release of the commodities in the sales order and define the type of release select cargo release for ground shipments or use the shipment option for all modes of transport Save the shipments in a folder you specify when you select the option Create a Shipment Then click the Select button to open a list of folders so you can navigate to the folder of your choice Select the modes of transportation for the orders These options will be available to your customers to choose Select the modes of transportation vau want to enable when posting Online Sales Orders Description Method O Motorcycle courier Ground LI Bicycle Courier Ground vf Vessel Ocean vf Vessel Containerized Ocean Feature a Category After you create categories for inventory in the Inventory Organizer found in the Warehousing folder you can select a category here to feature it in the Online Sales Order screen in Magaya LiveTrack This will display only this root category and its subcatego ries This is useful if you create internal categories such as commissions that you do not want to be visible to customers online This is optional and can be changed at any time Categories Select the Featured category RS If you do not select a Feature
268. ose shown elated Columns 1 Select Magaya Express Link Related Elements Magaya Express Link hal Available Columns 2 Add Columns Mame Magaya Express Link Cost Magaya Express Link Courier Magaya Express Linki Service Type Magaya Express Link Status Mame Date Delivery Date 3 Estimated Delivery Date Estimated Pickup Date Master Tracking Number Payor B Testing Trans 393 MATCHING PACKAGE TYPES IN EXPRESS LINK ADD RELATED COLUMNS The status is updated based on your Configuration Updates display in the lists where you set the columns and in the Events tab of the transaction Matching Package Types in Express Link To make it easier to ship with a courier such as UPS and use their boxes and packages match your package types with theirs Then the dimensions for the packages will be in your Magaya system so you do not need to enter them every time you ship a UPS Express box for example 1 Goto Warehousing gt Package Types 2 Click Add or Edit to add a new package type or select and edit an existing one 3 For a new package type select the package type on the Description tab for example Box 4 For new or existing package types go to the Express Link tab check the box to Enable mapping 5 Select the package type from the dropdown list Package Description Dimensions Express Link Enable mapping Courter
269. ou to have separate tracking schedules for different purposes This example is specifically to tell your Magaya system when to get UPS or FedEx updates Set the type of schedule to Repeating or Once Set the frequency and start time Click No End to make the tracking continually checked Save the settings Click Save Save the settings for the Configuration screen 348 PREPARE DATA BEFORE SHIPPING MANAGE MULTIPLE ACCOUNTS Manage Multiple Accounts If you have more than one account in Magaya Express Link manage them from the Configuration screen You can also use a customer s account if you ship for them and use their account number Then you won t have to do third party billing Click the button next to the dropdown menu in the Default Accounts section of the Maintenance Configuration Express Link screen Enable Magaya Express Link Click ta manage multi ple Account management accounts Register Used to register a new account with a courier Default accounts LIPS Magaya UPS Test Account T FedEx Magaya FedEx Test Account A new dialog box opens In it manage accounts by adding or deleting account numbers and add invoicing information Prepare Data Before Shipping Make sure all the entities have these details in their profiles Contact name first and last Address Phone number Email address 349 REQUEST UPS SHIPMENT FROM A PICK
270. ound FRI Freight Report Change FRC Freight Report Cancellation FRA ABI Freight Express Inbound FX Freight Express Change FHC Freight Express Cancellation Fis Flight Departure Message FDR Freight Status Notification FSM Freight Status Query F50 The menu contains options for express shipments and regular shipments for each command This FRI or FXI includes the Air Waybill which Customs requires before an air shipment arrives in the US 3 Inthe summary screen review the information and correct any errors by closing the screen and making corrections in the shipment in your system Then perform the same process again beginning at step 1 above To File Changes If any changes need to be made you can send a change report by clicking the arrow on the side ofthe Customs button gt AMS gt Freight Report Change FRC for regular shipments or select Freight Express Change FXC for express ship ments 91 FILE AN AIR WAYBILL In the screen that opens enter the following information Air AMS Change Enter the reason for the change and the modification in the arrival schedule if necessary Aur V aybill Humber 11 123455783 Reason Far the Amendments Description Click to enter change code Amendment Explanation Change Arrival Information Importing Carrier Flight Number Scheduled Arval Date Enter a Change Code Reason for Amendment by clicking on the
271. our own tracking solution click on the next checkboxes to activate these functions If you will use the Magaya Transaction Tracking feature for tracking via email leave the checkboxes blank Allow Tracking by Transaction Numbers such as Air Waybill numbers or a Bill of Lading To require users log in to track transactions by number Return only XML when tracking transaction instead of HTML Select the language Allow Tracking by Transaction Numbers Require login For Tracking by Transaction Numbers Return only XML when tracking transaction Tracking Language English he These options are useful when you are customizing your own tracking Go to the Magaya website s Transaction Tracking page and get a free script 231 TRANSACTION TRACKING SET UP that will display a tracking field on your website Follow the instructions on the web page The following is just an example of what the display can look like Warehouse Receipt na re Quotation Booking Pickup Order Warehouse Receipt Cargo Release AWB or BOL amp With this method your customers can select a transaction from the drop down and enter a transaction number such as a Pickup Order number an Air Waybill number or other and get the status Additional Tracking Option If your customers want to check the status of atransaction using their mobile phone or tablet get the Magaya Track2Go mobile app See the magaya com
272. pany 14991 Jef Configure button Te P EX amp f Configure Outgoing Messages Magaya software enables you to configure how you want to send and receive messages between Magaya systems and where they will be saved 31 CONFIGURE OUTGOING MESSAGES Go to the Maintenance folder gt Configuration gt Outgoing Messages g Carriers e Forwarding Agents g Warehouse Providers US Customs S ustems Customers 2 Vendors NA c Salespersons contacts Incoming g Employees Messages 4 Ports m Countries ML ge ta Configuration Accounting oe m amp Outgoing Shipments iac The Outgoing Messages screen provides setup options that let you configure how you want to send email messages options for sending shipment and charges information and an email template option Outgoing Messages Email Send email using Windows default email client Send email using Magaya email client Formats Document format POF yt Report format HTML v Send only the master shipment to the Carrier Send transactions income charges to destination agents Send transactions expense charges to destination agents Customer Tracking Invitation Email Select Email Template Customer Tracking Invitation Email User Defined v This topic will focus on configuring shipment and charges information For details on setting the format of outgoing email messages see the topic on Email Options 32
273. pany name for the intermediate consignee and the ECCN Add Line Iterm Check and Send Exit WebLink Help C32 NLR CCL items other than or in addition to Anti T erronsm AT Add Line bern Check and Send Exit WebLink Enter the corrections in the screen and click the Check and Send button Other buttons enable you to exit or add a line item You can also view the ship ment by clicking on the tab View Shipment When the EEI is submitted successfully the screen will display a Success message AES Direct AESDirect Homepage AESWebLink Login Help Clase Success The SED data of the shipment has been successfully sent ta AES 61 AES RESULTS When you return to the Shipment view in your Magaya system the Shipment will be updated to show that the EEI SED has been filed u 5c Bm Bb amp Hauses Add Dac Profit Liquidation Trar General Routing Charges Delivery Attachme 4 gt O 4 Outgoing W Loaded EEI Sent Shipment Mame Shipment44 Camer DELTA AIR LINES INC Air Wap Bill Number 12 5647356 Set Booking Murmber e x Executed Place cu 3 AES Results After you send the FEI you will receive an XTN number Click on the arrow on the side of the Customs button to access the AES Results screen i T 5 T T ISAC Send Customs Commad Actions f3 Load oe Add gy J AMS Extra Information 4
274. pply the changes Then return to Vessel Departure menu If you want to cancel a notification you previously sent to Customs click the checkbox 3 Ifthe information in this screen is correct click Save amp Next to go to the next screen 4 Verify the information in the summary screen Make any corrections needed and return to this screen to submit the Vessel Departure notifica tion 70 CUSTOMS IMPORT REGULATIONS MAGAYA AMS FiLE VESSEL ARRIVAL MESSAGE File Vessel Arrival Message When a vessel arrives in the US port notify Customs 1 Click the Customs arrow and select AMS gt Vessel Arrival shipment107 AMS vessel Arrival Wizard Vessel Anival Notification This procedure wall notify US Customs the arrival of a vessel to a US Port AMS Manifest Number 100021 Vessel Name Conga MPY VesselLode 626361 Actual Arrival Date 9 26 2014 s Time 98185004M Click here if already sent the vessel arval notification to AMS and pou want to cancel it 2 Follow the instructions to complete the screen Amendments To Change a Manifest There are three types of amendments to change the Quantity in a Bill of Lading BL to add or to delete a BL 71 CUSTOMS IMPORT REGULATIONS MAGAYA AMS AMENDMENTS TO CHANGE A MANIFEST Follow these steps from the House view of the shipment transaction to change the quantity 1 Click the arrow on the Customs button in the Shipment Toolbar gt select AMS gt Update
275. pts Sales Orders Cargo Releases Shipments These are activated for your system This master list of transactions can be tailored in the Customer s profile to customize what you want to send to individual customers see the section Set Transaction Tracking per customer 5 To send a Transaction Tracking email message to the entities who are involved in an import transaction check the box to generate the email message for the Warehouse Receipts Send transaction tracking emails For generated Warehouse Receipts when receiving an Incoming Shipment 6 In the following checkboxes click on the options you want Allow the client to navigate thru related transactions Allew Ehe client to view the charges when tracking transactions Check the box Allow the client to navigate thru related transac tions if you want your customer to see any activity that is related to that transaction For example if a Warehouse Receipt was created from a Pickup Order you can show that history of these related transactions If you do not want the client customer to navigate through related transactions leave the box blank Check the box Allow the client to view the charges when tracking transactions if you want your customer to view charges If you do 230 TRANSACTION TRACKING SET UP not want your customer to view charges related to their transaction leave the box blank If you have a software programmer who is creating y
276. r more Option Changes to packages can also be made on the Magaya Pickup Order in the Commodities tab Select the item and click the Details button Changes will be updated in the Express Link transaction The shipping date is based on your preference in the Configuration screen Change it for this shipment if needed The time shown is the time UPS arrives at your facility Click the Get Rates button next to the date and time Extra Info If you click the arrow on the side of the button options appear for the account rates daily rates retail rates and standard rates 357 REQUEST UPS SHIPMENT FROM A PICKUP ORDER PRINT LABELS Print Labels 358 The resulting rates for each type of service are shown Date j Shipping day Thursday May 09 2013 w Handeff pickup time 2 00 00 PM g X d Get Rates Services Service name Cost Estimabed arrival UPS 2nd Day Air Pe USD 71 93 Mot Available UPS 2nd Day Aing USD 62 44 Not Available UPS Next Day Air 5aver m USD 100 69 5 23 2013 4 30 00 PM UPS Next Day Air Early A M USD 220 68 323 2013 10 00 00 AM UPS Nest Day Airifi USD 120 78 5 23 2013 12 00 00 PM Select a service and rate Extra Info The rate will be updated in the Pickup Order dialog box on the Charges tab Estimated time does not appear for desti nations within the same city Remember If you selected an Express type of box then select an Express service rate here Click Save amp Next
277. rgo requires the ISF filer to provide 10 elements in the ISF plus two that the carrier needs to supply regarding the vessel stow plan and container status messages Transit cargo FROB IE and TE requires five elements The initiative went into effect January 26 2010 With Magaya ISF you can easily transfer shipment data electronically to CBP from within your Magaya software This speeds up the filing process and elim inates data entry errors Getting Started The ISF may only be filed through AMS or ABI To become a Security Filing filer using either AMS or ABI call 703 650 3500 to be assigned a Client Repre sentative by Customs 100 GETTING STARTED To start the process you will need to write a Letter of Intent stating that you will use Magaya Corporation as your ISF service provider A sample letter is avail able on Magaya com on the Magaya ISF plug in page Also contact Magaya Corporation to activate the plug in feature in your soft ware The plug in is available for the Magaya Supply Chain Solution and Magaya Cargo System 101 FiLE ISF File ISF 1 Create the import shipment or receive one adding all the data about the shipper carrier the routing commodities etc The Importer of Record must have an EIN or other number You need the SCAC code or the code from Customs This is the same code is used for AMS If you do not have a SCAC code Customs will provide you one An IATA code is not required
278. rmation Select the preferred mode of transpor tation Notes are optional Click Next Step 3 of 4 Shipping Info Additional Information Mode of Transportation Mates Description Vessel Ocean Vessel Container Ocean JOO Truck Conkaineri Ground Air Air loa a hir Conkainerized Air Review the order in the Summary screen Dashboard las Sales Orders Step 4 of 4 summary WAL Large bompa TES i TE Mi Sec Street ue Miami FL 11156 bas UNITED STATES Mure Eie NporieetBe Phone 305 555 7788 Saler Bl a stus loyer Denbact A Pera Phone 35 555 2300 Contact A Pena Tropical Lamhe apr 12 Cara Bdge Drive Cotter Buy FL 12 Comm Ridge Deve Hsm duds E UNITED STATES UMITED STATES Contact Al feng Payanent Teri Shap Yii 12 Coral Midge Drive Truck Cutler Bay FL UMITED STATES If any changes are needed use the Back button on the bottom of the sales order screen Click the Submit button to submit your order Note that the Order Number is Pending until you click the Submit button Then the order is sent to your logistics provider to be processed There is an option to print the order ONLINE SALES ORDERS PROCESSING STEPS TO PLACE AN ORDER Verify that you want to submit the order by clicking OK in the dialog box and the system will notify you that the order was submitted successfully Magaya LiveTrack X AN The order was posted successfully CK When you
279. rocess Fee and HMF Harbor Maintenance Fee This category is updated as one charge These charges can be set up from the dropdown menus in this screen or in the Items amp Services subfolder in the Magaya Accounting folder This configuration in your Magaya system enables Customs duties taxes and charges to be transferred from the SmartBorder system to the Magaya system and be posted with the Shipment charges The charges will be available for liqui dation and will appear on invoices If you are not using Magaya for accounting this option can be inactive File ABI Transactions 312 ABI documents such as Customs Entry Immediate Delivery Form 3461 the Entry Summary Form 7501 and others can be filed from the import shipment screen in Magaya Explorer 1 Create your regular import shipment or receive an import shipment Required shipment fields in Magaya are All commodities must be inside a container or other package type and the container must have a number Add the weight of the contained pieces to the shipment by checking the box in the container screen The value of the commodities must be entered The Harmonized Tariff code and country of origin are recom mended otherwise you will need to enter it in the SmartBorder screen If the code is defined in the product s inventory item defini tion the system will fill in the information for you e The Bill of Lading number is required On the Entities tab the Client to
280. rt to port OK Less than container load Yes OK LCL Booking Number Required Bill of Lading Number OK Bill of Lading locations Category Value Status Bill of Lading release Code Required Name OK e Make the corrections and return to the shipping instructions again When the Status is OK click the Send button This will post the message to the Magaya Network servers Click OK in the dialog notice box This will send the message from Magaya s servers to INTTRA for approval List of Fields When making corrections find the following fields on these tabs 119 SEND SHIPPING INSTRUCTIONS TO THE CARRIER 120 Service Type is found on the Routing tab LCL Yes or No Is taken from the Mode of Transportation field If you selected Vessel which is LCL this field will display Yes If you selected Vessel Containerized which is FCL this field will display NO Shipment O26 Shipping Instructions Ocean Carer Message Summary The following i a summary of the message that will be sent to the ocean carrier Shipping Instructions Action Original document 000001 Date 01 23 15 10 53 SSH This field is located Cat x Routing tab Service Ty Mm Potto oO port M A Mode of transport Less than container load LCL Yes p Booking Number Bill of Lading Number E The ITNs for each House come from Customs and are found in the EEI Results under the C
281. rtBorder ABI 5 524225 orS e rur IER REC Ea m REGERE AERE 307 Getting Started Register with SmartBorder com 0 0 cece ees 307 Create Items Sec SCEVICES sisi west testers tatei aaa OaE aiai re dui dus er BAR hs 307 CONMCULCABI VT 308 LEXIC ABI TransacuOns siner ues avec T cran Ue toe y eO t db I dye e es 312 I2 VIN Decoder Plus Inese ER eR eae Ed A CREDE E 315 MIN Decoder IntfOoQUCUOE i uo ipae OR EC Gd m NC LAC WOR ORC e OR 315 VIN Decoder Getting Started ous Sex eh ea oa NIS a eee ee we eo wees PEE 316 Configure Enter Default VIN Data 0 0 00000 cc eens 316 scan and Decode a VIN with WMS Mobile leeren 318 Enter and Decode a VEN On the PC vert 2553 ded edo d sd deo dee taa ahs bees 320 Include a Vehicl an a Shipment casei ese t Peal a Cx Re de we ww wee 322 I3 Track2Go VOpile ADD esos 4 5 2 Daido RU eee Se eee eee 325 Track2Go Mobile App Introduction 0 000 ccc ee eens 325 Getting Started MRMC G 325 Snare de P Pc PTT 326 Fmd PAINS AC LUCIA Sk s uc o d RU eto RUE Fades wine uel a DR DET PRI e sane n 327 IBS Pc rp UFU 328 Comimon Brtor MESSAGES od 65 os td ROK hee PA eee E E eae E 331 14 Ninedy a On TleGiO 2 22r etu ieee Coad vk etes e e Dupuis 333 Macaya OnmTheGo Introduction 6 0 3 644324240 dees VR RERO TH eT 333 Grid CPC BH ERAGE SRE WT EEE wae Re ee 333 Configure Your System for Magaya OnTheGo Access 0 000 cee 333 Configure
282. rts can be scheduled per user Schedule New Report Carner Company Name All Carriers Schedule Begin Date A A 2010 Ei Frequency C Save Cancel Select a report name from the dropdown Cash Outflow Forecast Report Paid Transaction Report Disputed Transaction Report Shipper Payment Status Report Shipper ACH Reconciliation Report Select the Carrier name Select the report format PDF Excel comma delimited or tab delimited Select the date to start the report e Select the frequency of the report Daily 2 options weekly or monthly 282 ONLINE PAYMENTS PAYCARGO How YOUR CUSTOMERS UsE PAYCARGO COM Credit Availability To apply for a line of credit on the PayCargo site click on the yellow bar Apply for PayCargo Credit Fill in the application gt FistData gt PayCargo Home Transactions Reports Credit Availability Credit Line Credit Days Available CreditLine Credit Days Available Credit Provider Total Credit Line Credit Days Available Credit Availabilty 9 Request Carrier Associa Paycargo Credit Request Carrier Association To establish a new relationship with a carrier use this menu option Select a carrier from the dropdown and click the Request Association button a FirstData gt PayCargo Home Transactions Reports Credit Availabilty Request Carrier Association Request Carrier Association Carrier Select a Carr
283. rty Billing 351 REQUEST UPS SHIPMENT FROM A PICKUP ORDER 2 SCHEDULE A UPS SHIPMENT On the Commodities tab each item must be on a separate line If not the system will prompt you to split a line if it contains more than one item In the Pieces field enter 1 Or repack items into one package Pickup Order General Shipper Consignee Supplier Carriers Commodities Status Fackage Description Pieces wi Aming Box Test box T Anriving Package Test soft package m Amwing Tube Test carboard tube 1 1 piece per line e After finishing the details in the dialog box the information is saved and the Magaya Pickup Order document is created as usual The status will be Arriving 2 Schedule a UPS Shipment This section explains how to schedule with UPS after creating a Magaya Pickup Order The status of the Pickup Order must be Arriving 1 Click the Actions button and select Magaya Express Link gt Ship with UPS 3 r ew A amp gt ling Actions oom Options Transaction Listing Attachments Create a Copy Create Warehouse Receipt Exclude Fram Tracking Pickup Number 1 Ship with UPS Magaya Express Link Set Reset In Transit on Date Time Seti Reset Delivered dl Return with UPS Pick up Date Time Select Template Delivery Date History Employee The courier interface screen opens 352 REQUEST UPS SHIPMENT FROM
284. s i In Process Ji Delivered T L elieered m Delivered Ji In Transit M unmber Date 3 10 10 Right click to Send Reports IRET Transaction Listing Go bo document Atkachments Prink Batch 2012 zz Exclude From Tracking Add to jab Choose Columns Import Export History Statistics Shipper TOMAS HWE Cargo Company Atlantic Surplus HC Cargo Compan HWE Cargo Company HWE Cargo Company ABC Sporting Goods Inc Autal ite Automotive Atlantic Surplus HL Cargo Company HL Cargo Company Atlantic Surplus Art Supplies Chevron Refinery HWE Cargo Company HE Forter Barcelo Capella Resort Atlantic Surplus HWE Cargo Company WHERE IS THE FILE SAVED In the Send To dialog box that opens select the company from the list and click the Send button e Encompass Global Logistics Offline C West Indian Shipping Ltd Online G EcanaFreight Seapack Offline C3ITN OF MIAMI INC Online Thru Gateway 3 Trans Andina Chile Online e ON Logistics Online Thru Gateway C Grupo Alcarga Caracas Online G Atlapac Online Thru Gateway 3 Broker Landmark Honduras Online Firewalled 3 Deluxe Freight Online f d NOTE IF pau send a message ta an offline agent the system will keep the message in the Outbox until the agent comes back online Select message destination fram the list Press the Ctrl key for multiple selection Files sent using the Send but
285. s Interface with INTTRA The Magaya Ocean Carriers Interface is a plug in that allows Magaya customers using the Magaya Cargo System or the Magaya Supply Chain Solution to communicate with worldwide ocean carriers electronically from within Magaya software The Magaya Ocean Carriers Interface is connected with INTTRA the provider of e commerce solutions to the ocean freight industry With this plug in you can create booking requests from within your Magaya software and send them to the ocean carrier When they review the request they return it to your Magaya system electronically You can also send shipping instructions to the ocean carrier from your Magaya system Every step of the request process can be automatically posted online in Magaya LiveTrack for your customers to view as the events happen keeping them updated on the status of their shipment With the WMS Mobile wireless handheld units you can create Pick and Load tasks and send the shipping instructions to INTTRA before the items are actu ally picked This is available in Magaya software version 9 1 and higher This topic will explain e How to activate the Magaya Ocean Carriers Interface e How to create and send booking requests and shipping instructions to the ocean carrier e How to use Magaya LiveTrack to view all the events related to the ship ment Activate Magaya Ocean Carriers Interface Plug in To activate the Magaya Ocean Carriers Interface plug in contact your M
286. s entities in your Magaya system by comparing them to the U S Denied Party Screening list First activate the plug in for your Magaya account and then configure it to screen entities vessels and shipments Refer to the sections below for steps This plug in needs to be configured to tell the system when you want to screen because there is a monthly service fee which includes a minimum quantity of screenings per month If you go over the minimum you will be charged per entity that you screen CONFIGURE To configure the Magaya Denied Party Screening plug in go to Maintenance gt Configuration Denied Party Screening 1 2 Denied Party Screening Denied Party Screening Enable Denied Party Screening Screen new entities contacts when creating them Screen entities contacts when editing them Sereen contacts of entities being checked 4 Screen shipments before filing to AES M Always confirm screening results Minimum threshold acceptance Fair Match Days to validate since last check 3l E Ba Banned countries Available Countries Name AFGANISTAN CUES ALBANIA IRAN Hame ALGERIA Add gt gt KDREA NORTH AMERICAN SAMOA r LIBYA z Remove ANDORRA ss Remove SUDAN ANGOLA SYRIAN ARAB REPUBLIC ANGUILLA ANTIGUA AND BARBUDA ARGENTINA ARMENIA ri ina 4 Fr Check the box Enable Denied Party Screening to activat
287. s of transportation you want to enable in the online shipping section of Magaya LiveTrack e Ifyou want to save the shipments in a different folder in your Magaya system other than the existing one click on the Select button to navigate to the folder you want Click OK Select Folder Outgoing Shipments fl 2008 a 2009 mq 2010 pq 2011 mq Air i i Ocean li Ground Or create a new folder called Online Shipments Then you can easily load Houses into a shipment See section 3 Process the Ship ping Order in your Magaya System 3 Click the Save button when you are done with the configuration 181 ONLINE SHIPPING ORDERS SETUP AND PROCESS 2 PROCESS THE SHIPPING ORDER IN YOUR MAGAYA SYSTEM 4 Activate the Online Shipping Orders feature for individual customers Go to Maintenance Customers Actions button and select Web Track User List Open the Web Track user s profile for the customer or contact that you want to have access and click on the Tracking tab Check the boxes Send Online Shipping Orders and View Shipments Web Track User General Tracking Restrictions Specify the tracking permission for this user Feature Send Online Sales Orders Use Magaya Live Chat o View Bookings View Cargo Releases Select View Inventor Items Send Online Shipping Orders View Invoices and View Jobs View Shipments Yew Pickup Orders View Purchase Orders Vie
288. s option will use the Magaya email to send email messages instead of your Outlook Express or other email program If you select this option click the Configure button It is recommended that an IT person or administrator configure this option In the dialog box enter the SMTP server information the authentication method and character set Click OK This option will process the email messages in the background without showing a notification as Outlook does Select Email Template Choose from the list The template Trans action Tracking Email Template includes links for your customers to view their transaction on a PC or a mobile device To customize a template go to Configuration Email Templates Save your Changes When you are finished setting your options click on the Save button to save your changes If you want to reset all the options in the Transaction Tracking back to the defaults click the Reset button 233 How TO SEND TRANSACTION TRACKING MESSAGES TO YOUR CUSTOMERS You can also limit how far back you want to allow customers to view transac tions See Chapter 8 in this manual Result Now you have configured your Magaya software to send email messages to your customers Note If the customer s email address is not in your Magaya system you can add their email address Go to the Maintenance folder and select Customers Click on the customer s name and add their email address If you want to limit the date range
289. s passed call Xml Document Enter this in your code See the Appendix in the Magaya Software Customization Manual for JavaScript basics 253 EMAIL TEMPLATES SEND EMAIL TO CONTACTS e Click the Save button in the Dynamic Email Field dialog box Send Email to Contacts To send an email to individual contacts select them from the To button in an email message For example when you send a customer their statement you can choose to send it to the main company contact email address or send it to the individual contacts in the Customer profile Let s use the example of sending a customer statement which is sent from the Customer List by right clicking their name and selecting Statements The email dialog box opens This is the same email dialog as when sending any other transaction from your Magaya system such as a WR In the email dialog box click the To button In the list that opens click the customer name and click the Add button This adds the main customer contact To include the contacts in the customer s profile click the arrow on the side of the Add button and select Add with contacts send Ta Individual Contacts Send To Look for Customers Mame Email 2 a Mexican Furniture Coa S alesczilv a Esmeralda Farms salestzie 2 Tropical Landscaping plantat plantet 2 Julia Cruz eruz Cote 4 Art Supplies irnifacearts E Atlantic Surplus infaceat
290. s tab Click on the Add button The Port list opens Select origin ports you want to give this user access to The list in this screen will populate with the ports you select Destination Click on Destinations and click the Add button The Port list opens Select the destination ports you want to give this user access to The list in this screen will populate with the ports you select Modes of Transportation Click on Modes of Transportation and click the Add button A list of transportation modes opens Select the modes that you want to give this user access to and they will be saved in the list Web Track User Tracking Tou can narrow the transactions the user can see based on the following criteria Origin Destination Modes of Transportation Division Code Method Description Add Pipe Fired Transport Pipeline and Powerhe Remove 33 Ground Pedestrian Cancel Help 7 Click the OK button to save 134 MAGAYA LIVETRACK SETUP ENABLE CUSTOMERS TO MANAGE THEIR OWN LIVETRACK ACCOUNTS Enable Customers to Manage their own LiveTrack Accounts There are options available to give your customers the choice to register them selves online and to change their passwords themselves without you having to do it for them available in Magaya LiveTrack version 2 0 and higher This is especially useful for couriers and others with many customers who want to track packages online Steps to allow customers
291. sage with a link included for the procedure that you have open Send Batch Email This option is available when you are viewing a list such as the Pickup Orders List or any other list in Magaya Explorer This option is grayed out when you are viewing the document 239 CONFIGURE OUTGOING EMAIL MESSAGES Send Houses Tracking Links by Email This option sends all the links at once when you are in the Master of a Consolidation This works similar to a batch email function so you do not have to send them one by one Configure Outgoing Email Messages You can select a preferred email message format for all your email messages by going to the Maintenance folder and clicking on Configuration Then select Outgoing Messages There are two options for sending email messages Send email using Windows Send email using Magaya To send email messages from your default Windows email client such as Outlook Express click on the first button Outgoing Messages To use Windows Email Send email using Windows default email client 4 Send email using Magaya email client Formats Document Format FDF We Report format HTML v 240 CONFIGURE OUTGOING EMAIL MESSAGES To send email messages to your customers and others from your Magaya system using the Magaya email templates configure your system to Send email using Magaya email client Outgoing Messages Email To use Magaya 3 Send email using Win
292. set by default If you had a UPS or FedEx account before using Magaya Express Link and you previously created income and expense items by another name for this service in the list of Items amp Services you can select them from the dropdown list instead of using the defaults here This will enable the system to add the cost and fee charges to the transac tion For example for a Magaya Cargo Release CR these charges will appear in the Charges tab of the CR dialog box Then invoices and bills can be created 3 Select how you want to mark up the service by a percent or a flat value and if you want a minimum charge This markup amount will be included in the rates that are calculated when using Express Link Configure Labels Select label size and format Check the box if you want the system to automati cally print labels after shipment optional Labels Label size 4x6 inches hs Label Format GIF yt Automatically print labels after shipment If you do not check the box to automate label printing then you or another user can choose when to print labels later per shipment The labels will print on the printer you designated in the Configuration gt Labels screen 345 CONFIGURE MAGAYA EXPRESS LINK CONFIGURE SHIPMENT Configure Shipment The Shipment portion of the Configuration screen provides options to set measurement units set the amount of time to process a shipment at your company before UPS or FedEx arrives
293. shipping instructions will be displayed in the bottom half of the screen You can filter the list of messages if needed by clicking on the Filter button Message types e Accepted if the carrier confirmed all the criteria you requested o Rejected if the booking request was not confirmed along with due expla nations for the rejection 121 VIEW OCEAN CARRIER MESSAGES 122 e Conditional Accept when the carrier changed some of the criteria you requested originally in order to accommodate your booking request Such conditional changes may include but are not limited to rolling the sailing date you requested over to a different date due to space availability If you need to make changes to shipping instructions edit them and resend them To view all the carrier messages not just the ones for that specific shipment go to the Magaya Network folder and click on the Messages folder Click on Ocean Carrier Messages ra Magaya Network dh Community zi al Messages d Outbox Inbox s Sent ES i US Customs Messages Pa Ocean Carriers Messages Hf Tasks To Sort the List You can filter the list of messages if needed by clicking on the Filter button You can go to a shipment from this list by selecting the shipment message and right clicking on it Bill of Lading Attached The ocean carrier will send you a draft of their Bill of Lading if the carrier is integrated with the WebBL service from INTTRA The BL will be
294. shows your company name and Magaya LiveTrack customers when they are online The first company listed is your company It is designated by an icon that looks like a house The chat screen can be opened from any transaction or list in Magaya Explorer You can move the screen around or change its size When you are working on 15 OVERVIEW SYSTEM TO SYSTEM TRANSACTIONS a Warehouse Receipt Pickup Order etc or the Invoices list you can send that document or list to a contact in your Communication Center screen This feature makes the Communication Center more than just a chat program itis a tool to share business data from one Magaya system to another oF bgt Heec E MUS em biome TTE TTE Due Re 2 x m m HV Garge CGprmpar eamnunizaran Genrer iznira 77 We a De Lupe EI a gb Hu 18 Teac Lab meto TE 3 zm FL 33127 xx LIMITED STATES Himi Dizzibunen Canter 25404 Galzeasy Aonad Hind FL UHITED TATES Lt PRL duni s Terre ng Humber Cie Wire f H ntes See the section Overview System to System Transactions for details Overview System to System Transactions The Magaya Network enables you to connect with other companies that are using Magaya software such as a destination agent or other logistics provider You can chat with them send files or photos and exchange Magaya transac tions Invitations Before you begin chatting with someone and exchanging documents you must send
295. st Data gt PayCargo Home Transactions Reports Users Reports Reports Schedule Reports ACH Reconciliation Report Carrier Paid Transactions Report Carrier Payment Percentage Report Carrer Payment Status Report Cash Flow Forecast Report Dispute Resolution Rate Report Transaction Upload Report Virtual Invoices BOLs When you are looking at the Transaction list the option Virtual Invoices BOLs will be available to set up the option that allows virtual invoices and or Bills of Lading When an invoice is attached to a shipment in your Magaya system then the shipper can view the Bill of Lading You as the logistics provider need to have 277 ONLINE PAYMENTS PAYCARGO How YOUR CUSTOMERS USE PAYCARGO COM Magaya Transaction Tracking enabled in your Magaya account in order to acti vate this feature d3 FirstData PayCargo Gabriel Ruz Home Tramsacbons Rpts Shopper List Users Updeie Profile Conci Us Logout CARRIER Invoice 187 Details Invoice CuscWimi Herein Hie es bed ET gp ir Pipim Die Dale pamaiz1 Pending pae I3 Bl id T ral amp rcani 5 in bis Link to View Bill of Lading Aud A tecieit SS acram e Eg i Freight Correction Ch au Manual Payment Fo Cancel Transaction i Show BOL For security purposes your PayCargo session will time out if it has been inac tive How Your Customers Use PayCargo com Your customers calle
296. st made For production Exact Id Password Key Id Kew Test Connection Note The Test environment is only for testing the system Leave this box unchecked After you enter the data the system will test your Magaya account and your First Data account Save the data entered 266 ONLINE PAYMENTS FiRST DATA ENTER CUSTOMER PAYMENT METHOD Enter Customer Payment Method To enter a customer s credit card number Go to the Customer List and open a Customer s profile After you enter the number it will be saved it in the First Data system and only display the last four digits of the credit card number 1 Click the Pmt Terms tab Payment Terms 2 Click the Payment Accounts button in the section Manage Online Payment Accounts 8 Customers The common type of payment is Prepaid Incoterms The Credit Limit is 000 Parent Entity Invoice periodically Use Default TSA Compliance This entity rs a known shipper Known shipper expiration date Manage Uniline Payment Accounts Payment Accounts 267 ONLINE PAYMENTS FIRST DATA ENTER CUSTOMER PAYMENT METHOD When you click Payment Accounts a dialog box opens Account Number Description Credit card accounts will appear in this list after you add them MAGAYA TIP Note This dialog box will be blank until you add credit card account informa tion for this customer After you enter the details they will appear in this list
297. strator T Attachments 4 Ocean Carriers i 3 ribus Print Batch l Exclude From Tracking E3 8 Quotations Le Jobs Jobs Create Cargo Release Job List Create Shipment A Air Shipment Ocean Shipment Ground Shipment Purchase Orders Purchase Order List Choose Columns A Sales Orders Import A Sales Order List Export E A Bookings History 223 ONLINE SALES ORDERS PROCESSING SYSTEM ALERT System Alert 224 Note If you get an error message when trying to convert the sales order verify the status of the items Magaya Explorer AN The transaction cannot be created because the items have not the appropriate status You can set the Shipment or Cargo Release In Transit by going to the Cargo Release List and right clicking on it Complete the shipment as usual To move an online sales order shipment into a consolidation click the Houses button on the Shipment Toolbar and select Load Houses from Online Ship ment Folder The status of the order is also available in the Jobs screen if you configured your system to create a Job automatically The customer can also view the status online in the Jobs screen and in the online Sales Order screen You can set up your Magaya system to alert you when an online sales order is received 1 Goto Maintenance gt Configuration gt System Alerts 2 Click the Add button
298. symbol of a chain is displayed next to the product name Synchronize Products SmarkBorder Products Description ej P25016 SONY LAPTOP m inkea symbol J 6 Inthe Magaya Configuration screen enter a number in the option Auto matically update entries that were created in the last days The default number of days is 30 This means that for 30 days after the date the ship ment is sent to SmartBorder the Magaya system will check for updated ABI messages from Customs for that shipment The Magaya system also provides the option to retrieve ABI messages at any time by selecting the option Retrieve latest updates from the Customs button on the Ship ment Toolbar 7 Check the box to enable your system to retrieve accounting information for the following items Duty Item 311 FiLE ABI TRANSACTIONS Tax item ADD the Antidumping fee Antidumping fees are applied to items that are sold at an unfairly low price to bring the price of the import closer to the normal value or to remove the injury to domestic industry in the importing country source WTO org e CVD Countervailing fee Countervailing Duty is an extra duty added to subsidized imports that are found to be injuring domestic producers The amount of the duty is determined by the US Interna tional Trade Administration and the US Department of Commerce and levied by US Customs and Border Protection CBP e Other fees Includes MPF Merchandise P
299. t Generated Items and Services Code Description Account Cost Item RI6U COST Rattan couch Cost Inventory Cast T Sales Item RTeU IMC Rattan couch Inventory Income Inventory Account Inventory Asset Inventory FIFO First In First Gut a RN Type iust mE Es Costing Method Average Cost LIFO Last In First Out bg FEFG First Expiring First Out LEFO Last Expiring First Cut Note For details on costing methods see Chapter 10 in the Magaya Software Accounting Manual 4 Click the Finish button The resale item is saved in your list Note This resale wizard does not have a field to attach photographs of inventory items Go to the Inventory Item Definition dialog box if you want to include photos of the items Handling of Expiration Dates for Items 210 In Magaya software version 9 1 and higher the Inventory Item Definition can help you manage the expiration dates of perishable items Set the expiration type when you define a new item see the section Add Resale Items The system will then load items based on this setting If you want to add this information to an existing item open the Inventory Item Definition go to the Accounting tab and set the Inventory Type NOTE If an item is On Hand then set the expiration date for that item before changing the Inventory Type ADD RESALE ITEMS HANDLING OF EXPIRATION DATES FOR ITEMS Receive a Perishable Item When you receive an item set the expiration date
300. t 0 00 Ib Has variable weight Unit Commodity Type F Inactive Hep 1 Open the Inventory Item Definition dialog box The Inventory Item Definition dialog box can be opened from the Inventory Organizer screen by double clicking on the item in the list Tip You can also assign an item when you first create a Resale Item 2 Select the client s name from the dropdown menu for the field Client 3 Click OK to save If an item has not been assigned it will be viewable by all clients online 207 ADD RESALE ITEMS STEPS Add Resale Items Steps 208 Resale items are inventory items in your Magaya system that are available for sale These are items you purchased entered in your Magaya system and now are available to resell To make items available for the Online Sales Order feature in Magaya Live Track the items must be resale items Regular inventory items will not appear online in the online store you can create with the Inventory Organizer in the Magaya Supply Chain Solution For more details on the online sales orders feature see the Magaya Software Communications Manual 1 Goto the Warehousing folder gt select Inventory Item Definitions 2 Click the Add button and select Add Resalable Inventory Item from the pop up menu er l LIL Y UI Mew Balance running sh callers LC233 Chihuly Glass Magnets 3 ll Pickup Orders KDS TEV Teva sandals R B Pickup Order List FL 150 Pip
301. t Hanne a Manual Check Voyager Il SEA STAR EXPRESS To screen more than one vessel select multiple vessels and then right click This will enable the option to process the screening only not the other options on the menu This screening is counted toward your total number of screenings per month To see when it was last screened select the screening history option This displays the history for the selected vessel only If a vessel is blocked the system will notify you with the results screen Review the list and either remove the vessel or clear it All activity is logged in your Magaya system and available to view from the Options menu at the top of your Magaya Explorer SCREEN ENTITIES IN A SHIPMENT Screen Entities in a Shipment In a Shipment select Actions Denied Party Screening d T Customs Change shipment Currency BB Repack B set Reset In Transit ient Set Reset Received lin 1 set Reset Delivered e Magaya Express Link set As Incoming set As Outgoing Add to job Reception Release Reports History Verity Charges P Denied Party Screening p Processa A View Screening History Cargo Insurance The options enable screening the entities in the shipment Process or viewing the screening history During the verification the system checks the shipment for the banned coun tries selected in your Configuration and for possible matches in the US govern ment deni
302. t for routing information necessary to determine if FTF airport iz part of unlading Select from the Request Codes Routing information Current record status e Nominated agent Originator only Retransmission of FSN messages House Air Waybill information for supplied Master Air Waybill Click Save amp Next Review the information in the summary screen and make any corrections before sending 95 NOTIFY CUSTOMS OF THE STATUS OF GOODS Notify Customs of the Status of Goods 96 Use this option to notify Customs when the goods have arrived at their destina tion so Customs can inspect them 1 Select the shipment 2 Click on the arrow on the side of the Customs button select AMS and Freight Status Notification FSN In the screen that opens select the status code by clicking on the button with the three dots Codes are Enter the code for the Freight Status Notification A code and other information to be sent via Freight Status Notification message to US Customs regarding the status of an air waybill Ayr w agbill Humber 11 123455 783 Status Code Code el Description In band arrived at destination In bond arrived at destination e Local transfer of consolidated cargo to a Deconsolidator has been accomplished Carrier cannot locate shipment 3 Click Save amp Next In the next screen review the information in the summary screen and make any corrections if needed before sen
303. tatus information will be the Express Link updates in the Events tab of the transaction CONFIGURE MAGAYA EXPRESS LINK CONFIGURE TRACKING Accept the UPS or FedEx tracking terms and conditions for couriers Required Tracking information will not be sent unless you accept the terms Tracking Terms Click the links bo view Ehe courier s berms View UPS tracking terms and conditions Enable automatic package tracking The system automatically gets events as they are updated This step is recommended The events show in the Events tab of a Magaya transaction Tell the system when to stop getting the updates for a package If a package has not been delivered within 30 days contact the carrier Tracking schedule Multiple schedules can be set to tell the Magaya Communi cation Server when to get the latest information 347 CONFIGURE MAGAYA EXPRESS LINK CONFIGURE TRACKING Click the Tracking Schedule button to set your options A new dialog box opens Schedule General Information Marne Daily Tracking Events Schedule Repeating v Enabled Task Frequency Every 1 Daily Frequency e Every Days Hours Minutes ete UN Start 5 00 00 AM End 6 00 00 PM Time Span No End Description Will execute every 1 davis From 08 00 AM until 06 00 PM every 1 hourts starting 5 8 2013 Save Cancel Name this schedule to identify it and distinguish it from any other schedule you create This enables y
304. te a Purchase Order automatically so the Sales Order can be fulfilled You can also configure your Magaya system to create a Cargo Release or a Ship ment automatically The steps to use the online sales orders feature are 1 Setuptheonline sales orders feature in your Magaya system to configure how you want it to work See the Knowledegebase article http knowledge magaya com search setup online sales orders 190 ONLINE SALES ORDERS SETUP CONFIGURE YOUR MAGAYA SYSTEM 2 Create online categories and place items in them using the Inventory Organizer http knowledge magaya com search inventory organizer2 3 Youprocess the sales orders in your system after your customers place the orders online http knowledge magaya com search process online sales orders The following article explains the process of how your customers place a sales order online It s also part of the LiveTrack4Users Guide http knowledge magaya com search customers place sales orders Online Sales Orders Setup To use the online sales order feature set up your system to receive and process sales orders Configure Your Magaya System 1 In Magaya Explorer go to Maintenance gt Configuration 2 Click Online Sales Orders 191 ONLINE SALES ORDERS SETUP CONFIGURE YOUR MAGAYA SYSTEM 3 Check the box to allow online sales orders Online Sales Orders Allow Online Sales Orders Allow back orders when no inventory is availab
305. te categories and to place items in your online store the Sales Order section of Magaya LiveTrack so customers can view the items and select from the categories when they place sales orders online The Inventory Organizer is located under the Warehousing Folder BB Pickup Orders BB Pickup Order List Warehouse Receipts Warehouse Receipt List 35 Commodity List ES Cargo Releases ES Cargo Release List Gp Package Tvpes Locations Warehouse Inspector 5 Inventory Organizer ul Inventory Item Definitions i Commodity Classifications shipment List i Work Load E3 l In Transit Create Categories Creating categories helps to organize the items so your customers can see groups of related items and select from them to place their orders 201 INVENTORY ORGANIZER CREATE CATEGORIES 202 The Inventory Organizer enables you to create Parent Categories and subcate gories Decide how you want to organize your items before beginning these steps 1 In the Inventory Organizer screen click on the Categories tab to view the Categories screen 2 Click the Add button A dialog box opens EE Qa Categories 22 Categories OW Inventory Item Definitions E All Categories a ard Mame Parent Number of Subcat pe i z sani 4 Sports Equipment Sporting oe Athletic Shoes Sporting 0 m Athletic Shoes m Sports Equipment ma EE Inventory Item Definition Category gH LL
306. tem details click the Details button Select if this is a pre departure filing or if you are an approved post depar ture filer Select the type of ultimate consignee Direct Consumer D Government Entity G e Reseller R 48 Other Unknown O FILING EXPORTS WITH MAGAYA AES Filing option Option 2 Predeparture Filing Ultimate Consignee Type Other Unknown 3 Click Save amp Next The AES summary screen opens Verify the data If data is missing in a required field a notice will be marked in red and state that the required field cannot be empty Any item without a VIN Schedule B part number of description is displayed as Unknown Make any corrections needed by closing the screen and returning to the shipment AE5 Direct AESDirert Homepage Send EEI Shipment Number Booking Number State of Origin Foreign Trade one Port of Export Country of Destination Departure D ate Port af LInlading Mode of Transport Carrier AESWebLink Login Help A required field can not be empty A required field can not be empty FL Port Everglades The schedule D ar K code for this port Is empty JAPAN Fridan 22 2010 Tokyo The schedule D ar K cade for this port iz empty Vessel Japan Shipping The code SCAC or lATA for this carrier is empty 4 Click the Send button when all the required information is completed AES Data The following information
307. tes made by a destination agent are visible immediately in the Magaya system at origin because the Magaya Network transmits the information about transactions automatically providing real time up to date information about shipments and more To Access the Magaya Network You can access the Magaya Network folder in your Magaya Explorer any of the following ways 1 Expand the Magaya Network folder on the left or 2 Click on the Magaya Network menu option or 3 Clickon the Network button in the top toolbar to open the Communi cation Center to see just the chat screen This can be used in any screen in your Magaya Explorer such as Warehouse Receipts etc File Edt Sales Operations Painbenance Shipment Magaya Network Accounting Reports Options Help CuilBiox InBax E Sent Lommunmcahion Center f e Community H l Messages Communication Center Fa 3 Tasks Lagout B8 Quotations Inside the Magaya Network folder you will find the Magaya Community screen and the Messages folder 11 INTRODUCTION The Magaya Community screen includes your company profile and a directory of companies using Magaya software You can also search for other companies that are using Magaya software and view any invitations you have sent or received Fie Edit Sales Operations Maintenance Shipment Magaya Network Accounting Back Air Ocean Ground Print Search Invitations E Magaya Network d Community e
308. that users can access past transactions see the Tracking feature in the Magaya Communication Server dialog box To open the dialog box right click on the icon for the Magaya Communication Server Agent in your computer s taskbar Select Configure from the pop up menu How to Send Transaction Tracking Messages to Your Customers When you are working in a transaction such as a Warehouse Receipt Pickup Order Cargo Release or a Shipment you can send a customer or other person a link to that transaction via email if you did not automate this process 1 Go to the transaction 2 Click on the arrow on the side of the email button A menu pops up x 8 amp o amp Delete Network Send Task Refresh Folders Date older Apr 01 z 09 14 2 older Aorloieo09 14 2 older Aorloieo09 14 2 older Apr 1 2009 14 24 18 Loaded HWZ Cargo Ca Apr 1 2009 14 24 18 Apr 11 2009 14 24 18 Augi 032009 09 59 33 i 3 Select the option you want Options are Send Tracking Link by Email or Send Houses Tracking Links by Email Note If you select Send Docu ment by Email the system will include the shipment data in the body of the email It will not use the Transaction Tracking text or include a link Result An email message will open The text you established in the Configura tion menu settings will appear in the body of the email Send the email message 234 How TO SEND TRANSACTION TRACKING MESSAGES TO YOUR CUSTOMERS
309. the Port of Loading found on the Routing tab It requires the Schedule D code for US ports To add the code click on the dropdown menu for the port field on the Routing tab and select Edit In the Port dialog box click on the US Customs Codes tab Click on the button to get the Schedule D code Select the code and click OK Country of Destination This is gathered from the Port of Unlading field unloading found on the Routing tab To change it use the drop down menu Departure Date Found on the General tab FILING EXPORTS WITH MAGAYA AES Port of Unlading Also called the Port of Unloading It is found on the Routing tab This is the Schedule K code Oa Houses a Add Doc CE amp P Liquidati Prafit Transac Routing Charges veis Deve Atachnenk Service Type Mode of Transportation Haute Origin Point of arigin ar FTZ number Pre Cariage by Place of receipt by Pre Carner E sport Loading pier or terminal Fort of loading Exporting Carrier Vessel Mame and Flag Voyage Identification Destination Port of unloading On Carnage by Place of delivery by On Carnier wW aybil Fort to Port Vessel Miami OLD DOMINION FREIGHT LINE INC w Miami Lakes T1 SAFMARINE T Miami Congo MPY PANAMA gt 123456 Santos T US Custom Codes for Origin and Destination Schedule D and K FUE Routed Transaction AES
310. the acceptance button Click the checkbox 4 Click Finish 342 CONFIGURE MAGAYA EXPRESS LINK COMPLETE THE REGISTRATION WIZARD FOR FEDEX Complete the Registration Wizard for FedEx The registration steps to use FedEx in your Magaya system are similar to regis tering UPS 1 Enter your company information in the wizard in the first screen In the next screen enter the account If you don t have an account with FedEx click the link to create one now Express Link Registration Vizard Account and Invoice Information Account number and a brief description are required Additionally vau may enter inFormatior rales Account Account number Account description Mew User Dont have an account Create a new one at httotiFedex coms Tip The account information cannot be changed later so double check it to verify it is entered correctly The system will verify the account information 2 Click Finish to complete the wizard The account is now registered and available to use 343 CONFIGURE MAGAYA EXPRESS LINK REGISTER WITHOUT AN ACCOUNT Register without an Account If you don t have a UPS or FedEx account you can finish the wizard without adding the account or invoicing information You can add it later 1 Inthe Magaya Express Link Configuration screen click the button with the three dots that is next to the dropdown menu for Default accounts Enable Magaya Express Link Account managem
311. the Commodities are used in the EEI transaction Verify that the commodities have the EEI required data before filing to save time and errors For details on the fields in the EEI tab please the Commodities topic in the Warehouse Receipt chpater of the Magaya Cargo System Operations Manual Step by Step Procedure 1 Goto the Shipment in Magaya Explorer that needs the EEI filed Notes If the Shipment has more than one House file one EEI per House If the House has more than one Shipper file one EEI per Shipper There are three ways to access the AES menu Choose the one you prefer Click on the Customs button on the Shipment Toolbar or Right click on the shipment in the Shipment folder and select Send Send EEI to AES or e Click on the menu option Shipment from the Magaya Explorer top menu and select US Customs gt Send EEI to AES 2 TheEEI wizard opens All the items in your shipment transaction are listed and grouped by VIN part number Schedule B or description so EEI information can be entered in batches The total number of pieces per 47 FiLING EXPORTS WITH MAGAYA AES group is displayed in the Pieces column The total weight and value is also calculated shipmentes Web EEI Shipmentb4 Setup EEI Information for Shipment Items Shipment tems has been grouped by VIN Schedule B code Part Number and Description you on Details For your convenience for each group the system has calcul
312. the Magaya Supply Chain Solution Getting Started Three steps to get started with Magaya AMS Ocean 1 Become an AMS participant Contact the US Customs and Border Protec tion CBP agency at www cbp gov to request a Respondent s Checklist Information requested in the checklist includes which direct arrival U S ports you use for your operations onward destination points where aircraft or vessels move on Permits to Proceed number of arrivals per month and other details 2 Sendaletter of intent to Customs telling them you will use Magaya Corporation as your AMS service provider Examples of letters are avail able from the Magaya AMS web page 3 Activate the Magaya AMS plug in by contacting Magaya Corporation 64 CUSTOMS IMPORT REGULATIONS MAGAYA AMS MAGAYA OCEAN AMS PROCEDURES OVERVIEW 4 Enter your SCAC code in Maintenance gt Configuration gt US Customs US Customs Systems Ocean SMS and ISF AMS User Code SCAC code Manifest Sequence Number 100015 Use Testing Environment Paperless In bond Number Set This company files the AMS as a VOCC If you have a paperless in bond number you can set it here You can also set your Magaya system to test and practice sending Customs transac tions Magaya Ocean AMS Procedures Overview Magaya Ocean AMS enables logistics providers to comply with Customs 24 hour manifest regulation by sending your shipment data to Customs from your Magaya system The regulat
313. the Trip wizard see the Magaya Cargo System Operations Manual chapter on Trip Schedules Note Bookings and Trip Schedules are available for the Magaya Supply Chain Solution and Magaya Cargo System SEND A BOOKING REQUEST TO THE CARRIER FROM THE TRIP SCHEDULE Send a Booking Request to the Carrier from the Trip Schedule To verify if a carrier can accept a booking send a request 1 Right click on the ocean trip in the Trip Schedule in your Magaya Explorer 2 Select Ocean Carrier Messages Booking Request from the pop up menu Maintenance Shipment Magaya Network Accounting Reports Options Help 92 BB BH SB BR X 9 Ocean Ground Print Find Mebwork Dates From 17 ammo v Te T zo Status Type Tup Number Departure Date Arrival Date Origin Part m Open Ar Reports k 3 11 13 2003 Panama City DP Open ce Create Consolidation j 12 1 4420603 Miami T Open A Create a Copy 4 Dr zz 752003 hari T Open Ar g OOF 2009 Mirari View Bookings DP Open Alt j 13 247 203 Miami View Commodities Choose Columns Import Export History mm F up 4 o oF 7 amp P x ow Add Filter Actions 113 SEND A BOOKING REQUEST TO THE CARRIER FROM THE TRIP SCHEDULE 114 In the Booking Request screen that opens fill in the fields with the infor mation you want to send to the ocean carrier Trip Schedule Booking Request Booking Request message Please enter the necessary information
314. the WMS Mobile handheld units 222 ONLINE SALES ORDERS PROCESSING MANUAL PROCESSING OF ONLINE SALES ORDERS Manual Processing of Online Sales Orders The sales order is received into your Magaya system in the Inbox If you do not have the automated features activated in the Configuration menu follow these steps to process the sales order 1 From the Inbox list you can create a Purchase Order to buy the items requested if they are not on hand Right click on the message and select the option Create Purchase Order 2 Save the message from the Inbox by right clicking on the message and selecting the option Save to database It will be saved in the Sales Order list 3 Createthe Cargo Release or Shipment by right clicking on the Sales Order from the Sales Order List 4 Fulfill the order 5 Create the Invoice and send it to the customer Note To automate these processes see the topic on setting up and configuring your Magaya system The following screenshot shows how to convert a sales order into another trans action such as a shipment Right click on the sales order and select the option from the pop up menu File Edit Sales Operations Maintenance Shipment Magaya Network Accounting Reports Back Air Ocean Ground Print Find amp h Community i i S il Messages Status Number Date Employee nin W Loading 3 03 24 2010 2 d D nHand 2 Reports ene Taylor B M Ms WLoading 1 Go to document Admini
315. them an Invitation There are two ways to do this from the Search screen or from the chat screen 16 INVITATIONS From the Search screen 1 Search for companies by country city or keyword 2 Select the logistics company you want to connect wtih 3 Invite them Community RUNS m s amp mee 1 Search Count UNITEP STATES Skate or Province en City 2 Select Keywords 3 Invite Search results Info Invite Company City Province State Country S68 AA Cargo US Savannah 3 United Skates 6 sll Cargo Solution Inc Atlanta 3 United Skates OG Anker International Stone Mou a United Skates O Belagon Enterprises Atlanta en United States FinakMile Logistics Atlanta en United States O M Transport Atlanta 3 United States 6 MBM International Logistics Atlanta 3 United Skates 17 INVITATIONS From the Chat screen in the Communication Center 1 Click the Invite button and select an option from the pop up menu Communication Center Online e HL Carga Company LiveTrack Customers Invite by Magawa Network ID Add fram my Forwarding Agent List 01 E Ll X 2 Select the option you want to use from the pop up menu and follow the instructions on the screen Invite the agent by Magaya Network ID Invitation by Magaya Network ID Please enter the Wetwork ID of Ehe company vau would like to invite then click on the Verify button to retrieve its name IF the comp
316. tion 383 EXPRESS LINK INTERNATIONAL SHIPMENT WITH FEDEX 2 SCHEDULE THE FEDEX SHIPMENT WITH EXPRESS LINK The Options section includes a button that displays a detailed menu with multiple tabs Shipment opt ons IO 7 Ei jJ i nternationa tons intematons options Hold At Location Notifications Express Freight P Electronic Trade Documents E T O Commer cial IrjeaicejPrafarma Certificate of Ceigin enerate from data Documents j amp nerate rom data NAFTA Certificate of Origin Dubies parmenk Changes Irreoice Freight f Payor Shipping Account bad Commen Inval ce Compan D Purpose Utiles First nar Terms of sale Last iama Etzier Reference Postal code 33166 Country UNITED STATES Other Account 601637880 Recipient customs Dp C omparrg T Ema Reguistory controls 813A opti M M T Export data Entities seem Other TM ar FT 7 Food er p Permit number 3X Importer of Record NAFTA X Sold Blanket period From Ta CK Cancel Help The first tab displays international shipping options such as documents duties and more Details are pulled from the shipment data e Documents The system can generate Electronic Trade Documents from the shipment data or you can upload a Magaya document The EDT option binds the documents to the shipment and sends them to FedEx If you selected Upload from the Actions menu you do not have to upload again e Duties Displays who
317. tions show customers how to use LiveTrack after you have configured it in your Magaya Explorer When you offer Magaya LiveTrack access to your customers tell them what transactions they will be able to see and send them the invitation email by right clicking on their name in the Customer list You can give these instructions to your customers Where to Find LiveTrack and Log In 142 A link to LiveTrack can be added to your website to open the LiveTrack page inside your website or as a separate window tab This embeds your Magaya Network ID number so that your customers do not need to enter it LiveTrack can also be found on Magaya com as of February 2015 Your customers will need your Magaya Network ID number to log in Log in using one of these two ways Log in from your logistics provider s website or Log into https tracking magaya com LoGIN AND NAVIGATE THE LIVETRACK INTERFACE WHERE TO FIND LIVETRACK AND Loc IN If you access LiveTrack from your logistics provider s website they may have an option that enables you to register the first time you visit the site If not just log in with the user name and password they gave you Username Password Language New users register here 143 LoGIN AND NAVIGATE THE LIVETRACK INTERFACE WHERE TO FIND LIVETRACK AND Loc IN If you use the Internet Explorer IE browser Magaya LiveTrack 2 0 will open Former version af tracking Click here to enter Magaya
318. to register themselves 1 Goto Maintenance gt Configuration gt Customer Setup Click the checkbox Allow clients to register directly on Magaya LiveTrack Configuration Customer Setup 2 Customer Registration Setup Allow clients ba register directly on Magaya LiveTrack Allow clients to begin working immediately after registering Specify the default tracking permissions Far registered clients Incoming Messages Outgoing Messages 2 User Options tad Allow clients to update their password for Magaya LiveTrack Feature Send Online Shipping Orders Use Magaya Live Chat view Bookings View Cargo Releases View Inventory Items View Invoices View Pickup Orders If you want customers to be able to use LiveTrack as soon as they register check this box If not you will need to manually enable their access from the Customer list by right clicking on their name and selecting Web Track User List and unchecking the Disable checkbox in the dialog box 2 Specify the permissions by checking the boxes for the functions you want the users to have access to Some functions are checked by default This sets system wide preferences to change it per customer go to the Customer list right click on their name and select Allow Tracking 3 Allow your customers to be able to update their passwords online them selves by checking the box to Allow clients to update their password for Maga
319. to save Create an email signature for each employee From the Company 1 The company signature is set in the My Company Info dialog box Click File My Company Info 2 Inthe company profile dialog box click the icon button next to the email field Enter the signature details and format it as needed including adding an image such as a logo and a link to the company website eMail Signature Company Hw E Cargo Company ul Mil Gi Lx x D Bele St HWC Cargo Compan 8725 NW 18th Terrace Miami FL 33172 With this option this signature displays on all outgoing email messages regardless of which employee sends the email message 256 8 MAGAYA COMMUNICATION SERVER INTRODUCTION 8 Magaya Communication Server Introduction The Magaya Communication Server handles all communication with your business partners and your customers It manages the communication for Magaya LiveTrack and Transaction Tracking and it handles the calls to the Magaya XML API The Magaya Communication Server is the core of the Magaya Network and links everyone in the Magaya Network together enabling the exchange of information The Magaya Communication Server consists of two applications e The Magaya Communication Server Service Is a module that runs as a Windows Operating System Service that runs in the background even if you are not logged in to your Magaya software program The Magaya Communication Server Age
320. to setting document numbering for any other transaction in your Magaya system The Test Environment checkbox is used when you are testing your AMS feature before you start using it or when you are training employees If you are a VOCC a vessel owner check the box The Air AMS User Code is assigned by US Customs e To set your paperless in bond number click the Set button If you want transactions to be encrypted as they are sent from your system to the Magaya servers uncheck the box 43 CONFIGURE CUSTOMS OPTIONS IN YOUR MAGAYA SYSTEM 44 To set up the AES enter your user name and password from the AESDirect website AES Direct Password _ Use Testing Environment If you do not enter the AES user name and password here you will be asked for it when you send an AES Entering it at that time will update this field in the configuration screen Enter Default Vehicle Data for Magaya VIN Decoder Scanners If you use the Magaya VIN Decoder you can save data entry time by entering default EEI information that all vehicles you ship have in common by going to Maintenance gt Configuration gt US Customs In the AES section of the screen click the Default EEI button This is a one time entry task Click the Default EEP button In the dialog box that opens enter the Schedule B code for the vehicles and other data For example there are different codes for CONFIGURE CUSTOMS OPTIONS IN YOUR M
321. to the Routing tab and open the Carrier profile in the dropdown menu for their name The information in each section is pulled from the Trip The General section is from the General tab of the Trip e The Entities section is from the Entities tab of the Trip e The Routing Information is from the Routing tab of the Trip o The Shipment Instructions section is from the previous screen Click the Back button at the bottom of the Summary screen to go back and edit the information if needed e The Equipments section is from the Equipments tab of the Trip The Goods Details are from the Commodities tab of the Trip The email notification list is pulling an email address from each entity When edits are completed right click on the ocean trip again from the Trips list When the Status of each field is OK click the Send button This will post the message to the Magaya Network servers and send it to INTTRA Click OK in the dialog notice box The Booking request is sent to ocean carrier via INTTRA The carrier verifies if the space is available and will accept or reject the booking request A Condi tional Acceptance includes changes made by the carrier Check for Messages 115 SEND SHIPPING INSTRUCTIONS TO THE CARRIER You can check for messages by right clicking on the Trip selecting Ocean Carrier Messages and click on Results from the pop up menu Alternative You can also access it by using the Actions button or b
322. ton After the Deliveries are Completed When you return to the office or warehouse follow these steps to upload the delivery information into the Magaya database 1 Click on Update on the main menu The list of orders opens Tasks View g i 2 Clickthe Update button in the Orders list screen This will update the Magaya system at your office with the delivery information on the hand 294 AFTER THE DELIVERIES ARE COMPLETED held unit The main menu of the handheld unit will be cleared of the orders completed and any uncompleted deliveries The updated information will be visible in the History Tasks list and in the POD tab of the related transactions Cargo Release Pickup Order or Shipment in Magaya Explorer The signature can be printed If any changes need to be made to any delivery data click on the View option to access the list of orders The information and the signature will also be available for the customer to view in two ways In an email with a Magaya Transaction Tracking link 295 AFTER THE DELIVERIES ARE COMPLETED or online via Magaya LiveTrack Double click on the transaction in Magaya LiveTrack to see the details including the signature al Carpo Release 7 Qc REEN Far zx 37 00x45 D0x 28 00 Box 317 18 ft3 685 00b 1167 543 12153 68 vib 310 71kg 296 PERFORM POD TASKS ON A SMART PHONE Perform POD Tasks on a Smart Phone Get the App The Magaya POD Mobile app r
323. ton will appear in the recipient s Inbox not the chat screen Click the Configure button in your chat screen to set the notification you want such as a pop up window to notify you when someone sends you a file See the section Notifications for details Where is the File Saved Notifications Configure your Incoming Messages option in Go to Maintenance Configura tion Incoming Messages See the section Configure Incoming Messages Notifications that a message was sent to you can be set up in different ways depending on your business needs Best Practices Tip Set both notification options described here 21 NOTIFICATIONS To get a notification in your Magaya Inbox Go to Maintenance gt Config uration gt System Alerts Click Add to create an alert and select your notification options System Alert When Shipment received through the Wagaya Neteark bul Internal Notification Employee Uperations Manager bal Alert by Email Alert by T ask External Matificatian Send Email to Sender Message Select Email Template Default Enabled If you select the Email option make sure the employee has an email address in their profile 22 SEND A TRANSACTION FROM THE CHAT SCREEN Pop up Notification from the chat tool Select an option To make the chat window pop up whenever a chat message arrives click the option Show the message window To get a pop up message when a m
324. ts next to the Part Number field In the dialog box that opens select the part numbers 172 ONLINE PICKUP ORDERS MAKE A REQUEST How TO UsE ONLINE PICKUP ORDERS you want You can filter the list or choose the columns you want to see Browse Ed Part Mumber Description Model Package Pieces R5 1 0 Sand River Stone Bag T C T301 Pruning shears Corona Box a 3454 Trowel Better To Box 26 152462 Bamboo Stakes 3 8 Bundle 30 157176 Tree staking Ew ArborTie Rall 32 125848 wheelbarrow Brentwon Box 52 9 9 x d a View 30 Displaying 1 6 View Print Filter Find Actions OK Close Click OK when done with the parts number list Enter the quantity of pieces you want Add other information as needed Click Add to add the item to the bottom part of the screen When done adding items click Next 173 ONLINE PICKUP ORDERS MAKE A REQUEST How TO USE ONLINE PICKUP ORDERS 3 On the next screen is the Contact Info for two things The Pickup and Delivery and the Shipper and Consignee information Select each by clicking the tab on the top of the screen nawsbeerd fripon C shipper Consignee tab Pato gp Codes a mie Cey Time ie i m 7 uzjluizc18 G 42 PM Pickup Delivery se Sekhar tab w Murs Detrbulor Contar Lane Ecke Xue Contact Phone Contact Phor Jm mr DDINI Zn Enid humba See and Mure B ie 1zIEh Sie 24 E rga risit Cry Saf Ragoni hy State Anr Conr
325. tton After a shipment has been closed it cannot be cancelled All the transaction data is sent to FedEx Choose the type of shipments to close Shipment type FedEx Grounds v All the shipments below will be closed Status Date Courter Service Type W Requested 01 19 2014 FedEx FedEx Ground W Requested 01 19 2014 FedEx FedEx Ground After completing the wizard print the Ground Manifest document by right clicking on the transaction Give the manifest to the driver Reports are also available here Courier Date Closed Trans FedEx Jer 20 2014 00001 4 96 a mr n FedEx Jan 17 2014 16 17 21 Documents Ground Manifest 52d333f20886870c4 FedE amp 9 Jan 17 2014 15 34 54 Reports Fedkx Jan 17 2014 15 23 48 Export 32d332cUDBBeB Uc Fedkx Jan 1 7 2014 14 38 40 Histor 92d38belU S585 Ucd story Choose Columns 389 EXPRESS LINK INTERNATIONAL SHIPMENTS WITH UPS 1 CREATE THE SHIPMENT Express Link International Shipments with UPS This example shows how to create an international ground shipment for UPS and how to use Express Link to process it with UPS This will send a request to UPS to come to your facility to pick up a package The Magaya system sends the information to UPS immediately so no close of day or end of day procedure is needed for UPS It is only needed for FedEx Ground 1 Create the Shipment Create your export shipment as usual This example shows a stra
326. tu HN JCHAD cL Search by company name location or keywords Select options from the dropdown menus such as country or city Keywords can include any THE COMMUNICATION CENTER special service you need such as a company that handles oversized cargo hazardous materials or transports vehicles Tip When looking for companies in a state search once by spelling out the state name and again by the abbreviation To view a company s information double click on their name in the list To send a company an invitation click on the Invite button in their profile window or on the list heading You must be a member of the Magaya Network to send invitations if you are using the free trial before becoming a customer you cannot send invitations to other member until you are a Magaya customer When you send an invitation a copy of it is saved in the Invitations screen When you receive a reply the system will notify you Invitations The Invitations screen will show invitations you have sent and received MO Q Company Profile Search Invitations ff Received D Sent EE Info Eg Accept Eg Deny gt lt lel Status Ta Date Employee Pending Lauderdale Lagistics 01 18 2010 Ilene Taylor fetAccepted Atlantic Surplus 04 07 2009 Administrator See the section Invitations for details about how to send and accept invitations The Communication Center The Communication Center window chat screen
327. twork Messages Inbox to receive the messages or the Task folder per your setup Process the request File Edit Sales Operations Maintenance Shipment Magaya Network Accounting Reports Back Air Ocean Ground Frink Find dates From Status Type Identification Bj Online Pickup Orders PU 56 Online Sales Orders 34 i US Customs Messages D Ig Online Sales Orders 31 4 Ocean Carriers Messages O Ex Online Sales Orders 3l 23 Magaya Express Link DL Shipment 90 47 Tip To see who created the online request go to the list for that type of trans action such as a Pickup Order and add the column Online Creator to the list by using the Choose Columns options from the Actions button 140 Change a User s Access MAGAYA LIVETRACK SETUP CHANGE A UsER s ACCESS To change a customer s user s access to LiveTrack 1 2 3 Go to the Customer list under the Maintenance folder or Contacts or Forwarding Agent Select the Customer name or contact or agent s name You can also right click on the name Select Allow Tracking The tracking dialog box opens Go to the Tracking Tab Uncheck the boxes for the transactions that you do not want the user to access Click the OK button to save changes Disable a User s Access 1 2 3 Go to the Customer list under the Maintenance folder This can also be done for Contacts or Forwarding Agents Select the Customer name Or right click
328. ue lial llana Li peule Pruble Va dsl la cupid ThA Dashboard Tor Madaya Carrier lur bzr of Traction by Soy Tota Unported Tranzacdons 24 Doe Cais DI Parsing Pepe Sr Bl Part irg Arn bea Da Ep1 A0 i Huc bzr at Dizpotec Transactions zx Statue Cispa Fercenmisges Here are the most frequently used features Transactions To see transactions click on the Transaction tab The list will show you any transactions based on the filter you choose For example you can view only Pending transactions Approved All etc You can click on any indi vidual transaction to see details such as the history view any attachments etc E FirstData PayCargo PEETI Fon Trarsaciarns Ros pios Shipper Lisi Users pdaic Profile Contzect ils Logout CARRIER Transactions pinnaan hina ulusal hrama H7 Tarak ban 13b00ry beleri Bove bo Edi Trama mian AE Finding wf Tes Hiris Asf Ha EIE Dreck Deere rrksgi Dus zin Arwirl pkar cac F T 78 IET Jzum T Gru TDulbsami EEEEAZETE Parring 3r 5 Transactions List Guk Saar Humber E 35i Cha 2 ot EBH Sage d att b Flo V Gopteymg 101 Teer Ca Hea Sigonii T dew Hamal Hard Ca Mprkxed Prasad gcns L s oume l Export 276 ONLINE PAYMENTS PAYCARGO How You Use PAYCARGO COM Reports See what has been deposited into your account and other reports You can view a report at any time or schedule a report so it will be emailed to you e Fir
329. uns on the iPhone and the iPad and any tablet with the Google Chrome or Apple Safari Web browser Scanning barcodes updating data and collecting signatures are done with the phone There are two ways to get the Magaya POD Mobile app e Go to the iTunes app store and download the app Open it in a web browser http pod magaya net Configuration is the same in your Magaya system as explained in the section Add Users Creating the delivery tasks from a Cargo Release or Shipment in your Magaya system as explained in the section Create Tasks 297 LOG INTO THE APP Log into the App To log into the Magaya POD Mobile app on a smart phone 1 Enter your Magaya Network ID and tap the Connect button to connect to your Magaya database The program saves your ID 2 Inthe next screen select your name from the list of POD users Carrier gt 2 23 PM 13 Back Logi n Username Eddie Password LAU LE EJ Please enter your username and password to log into the system Note These are the users given access in your Magaya system on the employee s profile 3 Enter your Magaya password and tap Login 298 SELECT TASKS AND DISPATCH ITEMS Select Tasks and Dispatch Items Select the task or tasks you will accept to dispatch deliver from the Pending Tasks list Pending Tasks as gt E La s Consignee Numbe Create report on WMS Users elapsed time KP o S 4o Qy 10 341 mi o
330. ust not have pieces inside The transaction must include the container number Include the service type on the AMS tab of the Container In the description enter the words Empty Container Notify Partners of AMS Information If you want to send copies of the AMS information to another party in addition to the primary party select this option from the Customs menu and fill in the dialog box AMS Partners Notification Second Matifu Party 1 SLAC 1 Second Notify Party 2 SLAL 2 Custom Broker Booking Party Ship To Party To view all AMS messages not just for one shipment go to the Magaya Network folder and open the Messages folder For Carriers 88 OTHER OCEAN AMS PROCEDURES If you are a carrier you need to report the Houses of NVOCC s that are working with you Each House must refer to the Master that it belongs to Create the structure in your Magaya system like this example e 2012 3 en Ocean voyage 10 G Master 1 H a HBOLOL HBOLOZ Master 2 HBOLOOL HH HBOLUUZ Also under the Master BL 1 Click Customs gt In Bond Information 2 Select the BL Type as N P R or S as appropriate for your transaction Send the manifest The system will also make the calculations so the quan tities of the Master include the quantities of each House For Non Containerized Cargo Place the cargo outside the container and add the item description The system will charact
331. ustoms button on the Shipment toolbar General tab The Freight Payment section pulls information from the Routing tab port of loading or unloading and the Country Code and Port Code If the Ocean Freight Service is Prepaid this will be Port of Loading If the Ocean Freight Service is Collect this will be Port of Unloading Carrier is found on the General Tab Also on the General tab is the Bill of Lading release information The Code is from the Executed Place and must be a valid port The entities such as the Freight Forwarder the Shipper Consignee etc gather information from that entity s profile The Requestor gathers information from the My Company Info dialog box accessible via the File menu option in the software s top toolbar The documents listed are the documents selected for this shipment Max Pieces Weight Volume General Tab Shipper and Consignee Entities Tab Place of receipt delivery by Pre Carrier Routing Tab The Routing tab contains the vessel information Equipment Must be a container type Equipment Tab The Summary section pulls information from the Packing List such as the equipment the VIEW OCEAN CARRIER MESSAGES number of packages and the gross weight and volume The gross weight depends on if you check ed the box in the Container dialog box to apply the weight of contained pieces The Supplier of the container is automati cally filled in as the carrier The Applicable Charges
332. ve Internet wireless access while you are delivering then save the map before you leave the warehouse so you have it even when you are offline 3 Dispatching 292 PERFORM POD TASKS ON HANDHELD UNITS When you arrive at the customer s location follow these steps to deliver dispatch the items 1 Click on Dispatch on the main menu 10 26 2009 7 36 12 AM alemana sgo Aa 2 Select the order for the customer and click the Dispatch button in the Orders screen Select the item scan it or click Quantity 3 Scan the bar codes of the items in the Quantities screen You can also enter the quantity manually Quantities Enter the quantity of items If a delivery is incomplete you must enter a comment Comments can be selected from a pre set list or you can enter them manually 4 Click the Next button in the completed orders screen This will take you to the signature screen Note If you click the Save button the information will be saved and you can return to it later 293 AFTER THE DELIVERIES ARE COMPLETED 5 Ask the person receiving the package to sign the screen Proof of Delivery 37 of 37 items Cancel Finish factagere 00 root of ek OSE GTS The View Report option on this screen will show a summary of the delivery information z Extra Info If you re working in Offline mode the signature is saved along with all the delivery data 6 Click the Finish but
333. w Quotations View Sales Orders View Shipments View Warehouse Receipts 2 Process the Shipping Order in your Magaya System 182 When the customer s order is received in your system follow these steps to process the order 1 2 Go to the Messages Inbox or Shipment folder of your Magaya Explorer In the shipment verify all the data entered by the customer Make any changes or add information as needed Any automated charges set up in your Magaya system will be generated in the shipment as applicable If this is a straight shipment copy it to the correct folder If this order is a House shipment create the Master and move this House into the consol idation by right clicking on it to cut and paste it in the correct Master ONLINE SHIPPING ORDERS MAKE A REQUEST How TO USE ONLINE SHIPPING ORDERS consolidation folder Option To load Houses more quickly click on the arrow on the side ofthe Houses button in the Shipment Toolbar and select Load Houses from the Online Shipment Folder In the dialog box that opens click on the Houses in the list and click OK amp 2s fi 5 amp Hauses Add Doc Profit Liguidation Tra Create House Shipment Create Houses using the Wizard O 4r Ou Load Houses from the Online Shipment Folder pp Airway Bil Number x Booking Number o Executed Place Executed By llene Taylor v mix 3 Click on the Actions button and select the action you w
334. where they can be edited or removed in the future 3 Enter the customer s credit card details Account Holder information First Name Customer first name Last Name ustemer last name Description Card nameldescriptiors Notes Biling Address Payment information i Credit Card Card Type Visa Card Number Exp Date oz 2016 268 ONLINE PAYMENTS FiRST DATA PAYMENT CONFIRMATION The system verifies the information Click OK to save After saving only the last four digits of the credit card will be visible The full number is saved with First Data a PCI compliant security credential service provider Payment Confirmation You can receive payment for a customer s invoice as usual and select the credit card from the Pay with field m Accounting Transaction Customer Payment Attachments l nternal Notes A H Account Accounts Receivable Customer Orlando Garden Shop Deposit to 7 Pay with Yisa card IEW Memo After the Payment is processed you can view the confirmation by clicking the View button Payment Confirmation Payment Confirmation Payment Type Credit Card Account Type visa Account Mumber Ses 11 Confirmation Number ET1 74462 Estimated Settled Date 2014 05 16 Status Authorized Amount 12 00 You will also see the confirmation in your First Data merchant account online Your customers will see their
335. wledge Save received transactions chamgents at origin Save received transactions entits carriers etc from agents at origin The following will explain the configuration of each of the options and how your Magaya system will handle these incoming messages Shipments The system can automatically save Shipments received such as those sent to you from your agent s Magaya system through the Magaya Network Incoming Messages Shipments Automatic save of received shipments verwrite existent shipments Overnsvnite existent tems Overwrite if created by this company Default folder Incoming Shipments Overwrite Options You can determine if your Magaya system will over write existing shipments and or items or not overwrite them To allow 36 CONFIGURE INCOMING MESSAGES overwriting check the appropriate box To overwrite shipments that were made by your company check the box To change the location where the shipments will be saved click the Browse button The default is Incoming Shipments Warehouse Receipts The system can be configured to automatically save Warehouse Receipts WR when they arrive in your Magaya system Warehouse Receipts Automatic save of received warehouse receipts Overvwrite existent if created in this company Ovenanite existent if created by another company When a WR is automatically downloaded and saved it will be displayed in your Inbox with the symbol ofa fl
336. xt button A summary screen appears Verify all the infor mation To make a change click the Back button 7 Click the Submit button Confirm by clicking Yes Magaya LiveTrack X Do you want to submit this order Ves Mo A confirmation screen appears telling you the booking has been submitted successfully This example shows a booking number Booking Request Wizard Booking Request Confirmation This is the confirmation you have received after the system has processed your booking request Booking Confirmation Your booking request has been submitted successfully The following booking number has been assigned to your request Booking Number 6 8 Click the Finish button The booking request is now submitted If the system asks you if you want to clear the booking click No The booking will appear in the Dashboard of LiveTrack Dates This month to date From 7 1 2012 To Te 6 2012 Status Type Mame Date D epartur Arrival Cate Carrier Origin Po DB Open Ar b 07706 2012 07707 2012 07 07 2012 Marni 166 ONLINE PICKUP ORDERS GETTING STARTED INTRODUCTION TO ONLINE PICKUP ORDERS The status of this booking is Open It is sent to your freight forwarder or logis tics provider to process They will contact you Online Pickup Orders Getting Started Introduction to Online Pickup Orders Getting Started Your customers
337. y Organizer screen by double clicking on the item in the list 2 Goto the Images tab 3 Click the Add button to navigate to the folder on your computer or network and select the photograph 205 INVENTORY ORGANIZER ADD PHOTOGRAPHS TO ITEMS If you add more than one image to an item you can select one of the images to be featured as the Main Image by clicking on the checkbox for Main Image Inventory Item Definitions General Acquire Acquire Doc Sas 3 w iL Internal raltan weave closeup Ci Main Image 4 43 KB To view the alternate images for the item when you are in the Online Sales Orders in LiveTrack page click on the item to open it Dashboard i3 e Step 1 of 4 Shopping Cart Chairs i w Click image to M See VIEWS E Price d RTR3O Rattan chair round 79 00 Views 2 e RTO Rattan couch 255 00 Views 17 206 INVENTORY ORGANIZER ASSIGN ITEMS TO CLIENTS Assign Items to Clients To assign an item to a client or customer only that client will be able to see that inventory item online Inventory Item Definitions General Type Stack Item Part Number PT S00 Description Faucet Chrome Model Silver Shield Anzona Distributor Manufacturer Atlantic Surplus Amount Per T Pallet Keep inventory by serial numbers Save serial numbers when items ga aut Package Box LaWw H 0 00 0 00 Volume 0 00 is weigh
338. y clicking the image to go to the _ Disabled Request Delivery Receipt Importance M Email body in HTML Format Request Read Receipt Sensitivity M i Click the Body field button to add the dynamic field for the recipients Type your message and add bold text and images To add a link to the image select the image and click the Link button 3 To send the email message using this template go to the Customer list highlight the customer name and click the Email button and select Batch Email Customize the Template Appearance 249 EMAIL TEMPLATES ADD DYNAMIC FIELDS g Buttons on the toolbar for customizing the appearance of the template Font Color Link Image insertion and more Email Template Tvpe Name Subject Formatting buttons Numbered Bold underline and italics alignment bulleted lists Insert a link Highlight the text that you want to add a link to Click the Link button and enter the URL in the dialog box Email Template Name Subject b uj 3 B BG SS Eg l s amp Add Dynamic Fields The system also provides the option to create dynamic fields that use JavaScript to pull information from transactions so you can create email templates that are specific to your needs 250 EMAIL TEMPLATES ADD DYNAMIC FIELDS The dialog box for building a custom dynamic field is interactive certain fields depend on others Creating Dynamic Fie
339. y dialog box gt AMS tab for each item per commodity marks amp numbers can be entered on the Commodity dialog box General tab Notes field for example enter the WHR number if you have it or get the marks amp numbers from the shipper CUSTOMS IMPORT REGULATIONS MAGAYA AMS SEND A MANIFEST Reminder In addition to filling in the information highlighted above also select the container service type you are offering Go to the AMS tab of the container and select from the dropdown Type of Service Container VIN Factory Car Order Number Value Country of Origin Manufacturer HH House to House w None BB Break Bulk CS Container Station Cr Container T ard Hause ta Hause Headload or D evanning Hausze ta Fier Mixed Delivery Han L antainerzed Fier Eo House Prer bo Pier HH Roll on Rall aff candids How to File a Manifest If you are an NVOCC inside the US and are filing the AMS information for the arriving ocean shipment the first step is to send a manifest to Customs 1 Create or go to the Shipment that needs an AMS filed Make sure you are in the Master Note The Master button is grayed out when you are in the 67 CUSTOMS IMPORT REGULATIONS MAGAYA AMS SEND A MANIFEST Master view of the shipment This screenshot shows the Master and House levels in the Magaya folders al From Online Shipments B g Outgoing Shipments
340. y opening the Magaya Network folder and clicking on Ocean Carrier Messages E E Magaya Network d community S t Outbox amp amp Inbox T Sent Eq US Customs Messages Bb Ocean AMS and ISF VA Air AMS Z Ocean Carriers Messages fl Tasks E 8 Quotations gt Send Shipping Instructions to the Carrier 116 This section will explain how to add Shipping Instructions to an outgoing ship ment and send them to the ocean carrier This step will be performed after the ocean carrier has accepted your booking request 1 Goto the Outgoing Shipments folder and select the shipment you need to send Make sure you are in the Master level of the shipment and all the 2 SEND SHIPPING INSTRUCTIONS TO THE CARRIER cargo is placed in containers ALL cargo must be containerized in the Master Click the arrow on the side of the Actions button and select Ocean Carrier Messages Shipping Instructions 3 8 P et Send Customs Commad Change Shipment Currency k 4 Load mum Add n SetiReset In Transit dh AI carga for mq 1 233 SetlReset Received SetiReset Delivered Set s Incoming Add to jab Reports History Verify Charges Ocean Carrier Messages Shipping Instructions Pieces 1 hi ax Weight Weight 500 00lb Max V alume Volume 1197 7 FFF Vol Weight 12452 11vlb A new screen opens for the shipping instructions Note If you do not have a container in the shipment or if t
341. ya LiveTrack 135 MAGAYA LIVETRACK SETUP ENABLE CUSTOMERS TO MANAGE THEIR OWN LIVETRACK ACCOUNTS 136 Account Number Options Additional options in the Configuration Customer Setup screen include setting your system to automatically generate account numbers for new and existing customers If you want the system to automatically generate account numbers for new customers click the Set button In this dialog box set the options for a prefix suffix and a starting number Click OK to save Note This takes effect for all new customers whether they sign up online or if you add them directly into your Magaya system Account Numbers v Aubamatically generate account numbers Far new customers Sus Automatically generate missing account numbers For existing customers in background Generate new account number For customer in case of a conflict when importing customers Allow searching For clients by their account numbers Account Number Numbers Format Prefix Customert S uffis Start number aty 101 The created numbers have the following format Prefi M umber 5 uffis Do nat allow duplicated numbers Note If you check this option to create account numbers then an Account Number will be automatically filled in on the General tab in the Customer s profile Then you will need to Allow Tracking for that customer by right clicking on their name and creating a password for them Then notify them of their
342. ya software gives your customers current information about their transactions via an email message with a link The customer clicks on the link and views the current status of the transaction in real time You can configure your Magaya software to send an email to a customer auto matically whenever a transaction is generated in your Magaya system or you can set up your software to send an email message only when you want it sent You can also customize which transactions each customer receives or turn off receipt per customer For example when a Warehouse Receipt Cargo Release Pickup Order or ship ment is created for a customer s cargo you can notify that customer with Magaya Transaction Tracking You can also customize the message in the email Transaction Tracking works with any Magaya software You don t need to install any additional software Contact Magaya Corporation to activate this feature 227 GETTING STARTED Website Option There is an additional way to offer Transaction Tracking to your customers Add it to your website Option Add to your website Type Quotation vi Transaction Number Transaction Number Powered by Magaya See Magaya com for the script http www magaya com en us Solutions Plug Ins TransTracking See the configuration set up in this topic Contact Magaya with any questions Getting Started To get started with Transaction Tracking after it is activated for your Magaya account
343. you would send any other invoice by emailing the document or a tracking link or by sending it to the 361 REQUEST UPS SHIPMENT FROM A CARGO RELEASE 1 CREATE THE MAGAYA CARGO RELEASE online payment system if you set up this option for this customer Your bill is saved in the Bills List Request UPS Shipment from a Cargo Release With Magaya Express Link you can send shipment requests right from your Magaya Cargo Releases for items in your warehouse using existing customer and commodity data This sends a request to UPS to ask them to come to your facility to pickup a package See the section Prepare Data Before Shipping to ensure you have all the shipment data needed for the entities involved in the shipment request 1 Create the Magaya Cargo Release Create your Cargo Release for the customer entering the information you usually enter Ensure e On the Inland Carrier screen select UPS or other service provider carrier who contracts with UPS If you shipped with and paid UPS directly before using Magaya Express Link then select UPS for this field If you spelled out United Parcel Service then select that If you used another provider select them This field does not schedule the transport it is used to generate charges When the bill is generated it will be for the carrier company you select in 362 REQUEST UPS SHIPMENT FROM A CARGO RELEASE 1 CREATE THE MAGAYA CARGO RELEASE this tab You will not need
344. your Website or contact Magaya to get the HTML code for this link Also see the topic Magaya LiveTrack Setup to learn how to give your customers access and more Also see the Getting Started articles for each of the Magaya plug ins available on LiveTrack such as online bookings online payments and more See Chapter 5 of the Magaya Software Communications Manual available on the Magaya com Learning Center web page 129 ADD TRACKING TO YOUR WEBSITE RESOURCES Add Tracking to Your Website To add tracking to your website add this code to your website This will enable you to offer Magaya LiveTrack directly from your website Your customers will not need to go to Magaya com to track their cargo or for any other tracking Use this code for the iframe It contains a demo company ID number of 13939 It is one line that contains a space between iframe and src and a space after the demo number 13939 lt iframe src https tracking magaya com orgname 13939 width 10096 height 800px itrame Replace 13939 with your Magaya Network ID number Here is the code for an example of a web page html head title Magaya LiveTrack 2 0 lt title gt lt head gt lt body gt lt iframe src https tracking magaya com orgname 13939 width 100 height 800px gt lt iframe gt lt body gt lt html gt 130 Magaya LiveTrack Setup Set User Passwords and Permissions MAGAYA LIVETRACK SETUP
345. ystem Alert to notify you when a customer sends you a Pickup Order from Magaya LiveTrack go to Maintenance gt Configuration gt System Alerts 2 Process Online Pickup Orders in your Magaya System When the customer s order is received in your system follow these steps to process the order 1 Goto the Pickup Order List of your Magaya Explorer The Pickup Order that your customer created online will be in the list Tip See who created it online by choosing the column Online Creator via the Actions button To process the pick up Right click on the Pickup Order and select the action you want from the pop up menu Options include setting the Pickup Order as In Transit 170 ONLINE PICKUP ORDERS SETUP AND PROCESS 2 PROCESS ONLINE PICKUP ORDERS IN YOUR MAGAYA SYSTEM creating a Warehouse Receipt if the items are being sent to your ware house and more Pickup Order List S Dates Last month to date hal From 1 1 2015 oJ To 3 16 2075 Number FILI 58 17B Status D Arriving Arriving Date Shipper Consignee Pick Japanese Gar Orla Fruit Company Transaction Listing Go ta document Attachments Create Warehouse Receipt Print Batch K Exclude from Tracking Add ta job Magaya Express Link set Reset In Transit set Reset Delivered Choose Calumns Import Export History statistics Note The same options are available in the document
346. zard screen will enable you to add documents in another screen When you click Ship with UPS an Express Link wizard screen opens The information in this screen is pulled from your shipment Verify that the Description field is filled in If not add it now The Description field is required The product must also have a value for Customs measurement units country of manufacturer and other details on the Commodity dialog box 391 EXPRESS LINK INTERNATIONAL SHIPMENTS WITH UPS 2 SCHEDULE THE UPS SHIPMENT WITH EXPRESS LINK 392 Next click the Options button Shipment O5 UPS Courier Interface Wizard Shipment Hate Assign references to labels choose your shipping date and pick the service at Options Saturday delivery Documents only shipment options Notifications Electronic Trade Documents E T D Commercial Invoice Proforma Generate from data Certificate of Origin Generate From data NAFTA Certificate of Origin Use uploaded h Duties payment Charges Freight Payor Shipping Account biis The Options dialog box opens To add international documents select them here When you select them here this enables UPS to generate the documents from the shipment data in your Magaya system This means these documents will be electronically bound to your shipment You do not need to send them separately After you complete this wizard UPS will return the filled in docu m

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