Shipment Order (SO) Tabs Overview in Freightools
The Shipment Order (SO) represents the Master level of the shipment.
While the CS controls the House structure, the SO controls carrier-level data, consolidation logic, and master operational flow.
Below is a complete breakdown of the SO tabs and their operational logic.
1️⃣ Basic Information Tab
This tab contains the operational framework of the Master shipment.
It is divided into three main areas.
Upper Section – General Shipment Information
Includes:
- Country From / To
- Service Mix
- Service Trade
- General shipment attributes
These define the master-level operational structure.
Lower Section – Structured in Three Columns
🔹 Left Side – Master Details
Carrier-related information:
- Booking Number
- Carrier B/L Number
- Carrier
- Master reference data
This section represents the formal carrier documentation layer.
🔹 Middle – Master Addresses
Includes:
- Load Port
- Discharge Port
- Agent details
These addresses define the official Master routing points.
🔹 Right Side – Shipment Dates
Shows the full shipment timeline:
- Pickup
- Departure
- Arrival
- Delivery
Each date has:
- A date field
- A checkbox
The checkbox controls the shipment stage progression.
The Three Sets of Dates
Accessible through the “Edit Dates” button.
There are three structured date layers:
- Estimated Dates
- Confirmed Dates
- Actual Dates
Initial Date Entry
When dates are first entered:
- They populate the Estimated layer.
- The bottom button shows “Confirm Dates”.
After Clicking “Confirm Dates”
- The dates move automatically to the Confirmed layer.
- They can be adjusted using the Edit Dates button.
- The dates shown in the Basic Information tab will now reflect the confirmed set.
Marking Actual Dates
When a date becomes actual:
- Check the checkbox next to that date.
- The shipment stage updates automatically.
- Past dates become colored.
Colored dates indicate they are already actual.
The SO date logic and stage management are explained in detail in a separate article.
2️⃣ Customer Shipments Tab
This tab manages the relationship between Master (SO) and Houses (CS).
It shows:
- All CS linked to the SO
- Selling total per CS
- Relative cost allocation (important in consolidation shipments)
You can:
- Add CS
- Remove CS
- Edit the connection if needed
This is the consolidation control center of the SO.
3️⃣ Goods Tab
Displays the combined goods from all CS linked to the SO.
Important logic:
- Goods can be edited here.
- Goods cannot be added in this tab.
To add or remove goods:
- Use the link shown next to each good.
- Open the relevant CS.
- Modify goods in the CS.
The SO goods tab reflects the consolidated cargo view of all connected Houses.
4️⃣ Process Steps Tab
Controls the Master-level operational milestones.
Detailed explanation is provided in a dedicated article.
5️⃣ Economics Tab
Contains Master-level financial structure.
Includes:
- Carrier costs
- Consolidation cost allocation
- Financial overview of the SO
Detailed explanation is provided in a separate Economics article.
6️⃣ Printouts Tab
Used for SO-specific documents.
Examples:
- SO Profit report
- Master-level operational printouts
This tab does not replace CS-level printouts but complements them.
7️⃣ Integrations Tab
If system integrations occurred (carrier EDI, external systems, etc.),
All integration results will appear here:
- Integration status
- Response messages
- Technical output
This tab allows monitoring external system communication related to the Master shipment.
8️⃣ History Tab
Functions the same as the CS History tab.
Shows:
- All changes made to the SO
- User who made the change
- Timestamp
You can revert to a previous version by clicking the revert icon next to the relevant change.
This ensures full traceability and control over Master-level adjustments.
Structural Logic Summary
- Basic Information → Master framework + date control
- Customer Shipments → Master–House relationship
- Goods → Consolidated cargo view
- Process Steps → Operational flow
- Economics → Master financial structure
- Printouts → SO-specific documents
- Integrations → External system communication
- History → Audit trail
The SO governs the Master structure.
The CS governs the House structure.
Understanding this separation is essential, especially in consolidation scenarios.