Depending on your access permissions the list of Vessels might not be visible.

Open the Vessels module in the Core Menu list on the top left corner.

There are several sorting and filtering options available for you to narrow down what you include in the list view, including a "My Vessels" filter that shows all the vessels of which the logged-in user is set as one of the following:

• Master User

• Responsible Accountant

• Operator

• Claims Operator

You can also Customise the columns of the Vessels list to add, reorder or hide columns. The columns Operator, Built, and Schedulable are hidden by default.

Vessels List Tabs

On top of the list, you may find three tabs: Operative, Archived, and Map. The two first tabs illustrate pre-sorted data based on the fleet exit date parameter. The Map includes an interactive map with the current vessels' location.

Moreover, filters found on the same line as the tabs, apply to both tables. If you switch between tabs, the filters will remain the same, facilitating navigation.

Operative

A click on the Operative tab will load a table, that contains only operable vessels. In other words, the vessels whose fleet exit date is either not set, or set in the future.

Archived

On the other hand, the Archived tab presents vessels whose fleet exit date is older than the current date (fleet exit date was in the past).

In the vessel drawer on the top right side there is a small map displaying the vessels last known position. This position is retrieved from AIS-positions for vessels which are subscribing to this feature, for vessels which are not subscribing the latest position is retrieved from the latest position report entered in the system. In addition to this you can now view the route from Dataloy Distance Table from previous port to next port displayed in the same map. The route is the green line in the map.

1. Open the Vessels module in the Core menu in the top left corner.

2. Click Create Vessel in the top right corner.

3. Fill in all required fields listed below in the Create Vessel window.

Required fields:

• Vessel Name

• Vessel Type

• Vessel Code*

*The Vessel Code field is only visible and required if you have ticked off the "Set vessel code" checkbox. If the checkbox is not ticked off, a Vessel Code will automatically be generated for you.

The Load and Discharge rates section is an an overview of the load and discharge rates applicable for ports and terminals. It must not be mixed with the vessels' max load and discharge rates.

1. Open the Vessels module.

2. Open the vessel drawer

Vessel "Load & Discharge Rates" data can be accessed in the top tab menu. Details can be maintained directly from the table actions.

1. Open the Vessels module in the Master Data section.

2. Open the Vessel drawer

Miscellaneous:

Here, you can set fields like Company and Business Unit, Bank Account Receivable, Master Account, Classification Society, specify the Ice Class (if classification society is selected), and Pool, as well as the Pool Earning Points. In this table, you can create, edit, and delete a Pool Earning Point:

Create/edit modal for Pool Earning Point.

1. Open the Vessels module in the core menu in the top left corner.

2. Find your selected vessel.

Access "Speed and Consumption" data in the top tab menu. This page provides tools for precise vessel consumption configuration:

• Indicate the consumption of Boilers and Generator for Main and Auxiliary engines.

• Overwrite the default consumption for a bunker category during Ballast or Laden passages.

• Identify default Ballast and Laden speed and consumption.

• Specify bunker categories used by the vessel.

Example of vessel configuration:

Ballast and Laden Passages:

The top two cards identify Ballast and Laden speeds along with their corresponding fuel consumption for the selected vessel. These cards also allow specifying different consumption for any bunker category. This configuration will be used as default for all vessel's voyages, but may be adjusted for each voyage in the voyage module. A new passage configuration can be added by clicking the + icon. The added options will also be available in the voyage module for all vessel voyages. For example, the vessel in the screenshot from figure 1 has the following configuration:

• Ballast

  • 8 MT/day @ 12 knots for any bunker category during, but the consumption for the bunker category LS MGO is 6 MT/day @ the same speed (selected). The figure 2 illustrates how the Ballast Passage speed and consumption is configured in the create modal.

• Laden

  • On the other hand, there are two Laden consumption options for this vessel:

    • 1) 12 kn @ 9 MT/day of any bunker category and 7 MT/day of LS MGO @ 12 kn.;

    • 2) 13 kn @ 10 MT/day and 8 MT/day of LS MGO @ 13 kn. (selected)

Boilers Per Day and Generators Per Day

These sections specify the default parameters for extra consumption in port or at sea passages by the main and auxiliary engines. The defined consumption will be used for voyages created with this vessel but can be overridden for each voyage in the voyage module.

Bunker Categories

You can customize the default categories used by the vessel and determine the order in which the categories are utilized. Important Notice: Changes to vessel bunker categories will affect all vessel voyages. This means that unless the selected vessel categories align with the current voyage consumption data, consumption categories and emission calculations will change. Modify vessel bunker categories carefully, and keep in mind the linked voyages that will be subject to update.

For example, for an Open Loop Vessel it is allowed to use FO, FO LS, and LS MGO in North America. If the vessel has no specific configuration, Dataloy will prioritize FO as the first pick. However, this can be changed by specifying Vessel Bunker Categories, assigning LS MGO priority 1 and FO priority 2*. In this case, Dataloy VMS will compare the allowed categories in an area and select the highest priority matching vessel bunker category – in this scenario, LS MGO. In the event that the vessel is configured without a bunker category allowed in a specific area, the first priority bunker for that area will be used

The bunker category priorities can be changed via the 're-sequence' function, which is located in the top-right of the Bunker Categories section.

Air Emissions

Allows specifying Carbon Dioxide, Nitrogen Oxide, Particulate Matter, Sulfur Oxide, and Carbon Monoxide emission factors for bunker categories. The determined factors will be used during emission calculations for all vessel's voyages.

Vessel Details

The "Vessel Details" section shows some key data points about the vessel such as DWT, Cubic Capacity, Draft and more. Click Expandto show more details and contact information for the vessel.

Voyages

Below, you will find a list of either Port Calls or Bunkers, and a button to toggle between the two different views.

Port Calls

While in Port Call view, clicking on a voyage row will list all port calls of the selected voyage, as well as the port calls from the previous and next voyage, if they exist. The port calls from the previous and next voyage will be in a slightly lighter colour, such that it is possible to tell them apart. Clicking directly on the reference number of the voyage will open up the Voyage drawer.

Clicking on port calls in the list opens the corresponding port call's drawer where you can make can changes:

The Port Calls list will display up to 30 items, and includes a separate scrolling functionality. By hovering over each of the "headers" (such as Voyage, Port, Reason for Call, etc.), you can also see an sorting array which will make you able to sort that specific column in either an ascending (ASC) or descending (DESC) order.

Bunkers

The Bunkers view removes the list in favour of up to three collapsible sections for the voyages. Similarly to the Port Calls view, clicking on a voyage row in the voyages list will select/open up the corresponding collapsible section, and fetch the data for the previous and next voyage:

The top band of the section displays 4 columns; the reference number of the voyage, Opening Balance, Consumption and Closing Balance. Each of the latter three will show amount and price for up to 4 different bunker types, depending on which bunkers are actually being used by the vessel.

Expanding the collapsible section will give you a table overview of each port, with reason for call, distance, speed etc., as well as a detailed breakdown of the bunkers consumed. Only the bunkers actually used will be displayed here.

Resequence Voyages

The user can now drag and drop the voyages to re-order them into the desired order. For example, the screenshot below illustrates voyage 7, which is being dragged down. It is expected that the item will have replaced voyage 6 after release:

Any voyages that will have their sequence number changed, will have their previous old sequence number parenthesized.

Clicking the Resequence button will update the fleetplan.

Resequence Port Calls

You can enable or disable the subscription to AIS-positions for a vessel.

1. Open the Vessels module in the Master Data section.

2. Open the vessel drawer

3. If the vessel has an IMO-number, click on the icon in the top right.

Voyage drawer

To open the voyage drawer, go to the Voyages module.

Summary

The top of the voyage drawer "Overview" tab has four summary cards for TCE, total days, hire costs, and bunker costs.

Note, If the status of the Voyage is closed, it is not possible to make any updates or changes to that particular Voyage.

Click expandto open detailed charts for the numbers in the summary.

Result

The "result" chart is a waterfall chart for costs and revenue on the voyage. Hover the mouse over the bars to see further details behind the calculation.

Days

The "days" chart has a timeline chart for the port calls on the voyage and a table of the total days on the voyage.

The port calls timeline shows the days at sea and days in port. It also shows the names of the ports above the bars. Hover the mouse over each bar to see more information.

Organisational Data

Here you may add organisational data to your voyage.

Note, The Company and Business Unit fields depend on each other. If one of the details is set, you may see linked items that correlate to the former attribute when selecting the second field. Moreover, if you proceed with an element not linked to the former attribute, the first field will be cleared.

* For example, there is Company A, which has a link to Business Unit A. When creating Voyage's organisational data, after selecting Company A and expanding the Business Unit, you will get a list of options. The list will contain all the Business Units, but Business Unit A will be marked as linked to the selected Company. Next, if linked Business Unit A is chosen, you will end up with Company A and Business unit A. Otherwise, if the selected Business Unit is not linked to the preferred Company, the Company field will get cleared, and you may observe a list of Companies related to the selected Business Unit.

Layout:

The Voyages module contains of a large list of different types of voyages; unallocated, estimate, allocated, nominated, etc. In this list, you can filter the voyages based on several key endpoints to effectively view the required information on your screen. There is a sort icon to the far right, with different options for sorting the list as well. You can read more here: Sorting and Filtering Lists.

Below you can click to read how to create different types of voyages:

To manage load and discharge rates on a vessel for selected ports and terminals, navigate to the Load and Discharge Rate section of the Vessel drawer. Use the table in the tab to edit, delete or add a new rate.

Actions

Create

Edit

Click on a row to edit and use the modal to make changes.

Delete

1. Open the Vessels module in the Master Data section.

2. Open the vessel drawer

Vessel "AIS Data and Weather Report" data can be accessed in the top tab menu.

For the tab to be enabled an AIS position has to be available.

All of the mentioned fields are optional to add into.

Vessel Description

Dimensions

Miscellaneous Capacities

Machinery

Contact Details

Cargo Capacity

Loadline Information

For each Draft, DWT and Immersion, you can add/edit for Summer, Winter, Design, Fresh, Tropical, Tropical Fresh and Unit.

To copy any vessel, open the Vessel drawer and click the More button in the top right to bring up the menu.

Clicking Copy Vessel will open a Copy Vessel modal where you are prompted to enter a new name for the new copy.

When you click Create, the data from the original Vessel will be copied over to the new Vessel, with a few exceptions.

Voyages & Port Calls

Voyages and Port Calls will not be copied to the new Vessel.

Main Vessel Description

IMO Number will not be copied to the new Vessel.

Internal Data

The internal data of the copied vessel will be given default values for some fields like company, business unit, vessel code and vessel class.

The vessel code will be set to the unique key value for the Vessel, used by the API.

Pool and Pool Earning Points will not be copied to the new Vessel.

Creating a voyage charter is fast and easy. The minimum amount of details required is a vessel and a port for loading and discharging.

1. Open the Voyages module from the menu on the left.

2. On the top right corner, click the icon.

3. Select Create Voyage Charterer.

4. Fill in the details manually, or choose between using a CoA Template Cargo or an existing unallocated cargo as basis for the voyage.

5. Click the Create-button.

After choosing a vessel, the previous Port on the Vessel will be set as Ballast Port. This can be overridden by entering another Port, if no Ballast Port is set then the first Load Port will be used.

Using a CoA Template Cargo

To create the voyage using a CoA template as a basis, click the Use CoA Template Cargo button in the top of the modal. This will bring up another window, allowing you to select a template from a list of CoA templates. More details can be found here: Create Cargo From CoA Template.

Using a CoA template will give the voyage and cargo the same Company and Business Unit as the CoA.

Using an unallocated cargo

It is possible to create a new voyage and allocate an unallocated cargo by using the Use Unallocated Cargo button in the top of the modal. Clicking it will bring up another window with a list of unallocated cargos. Filter and search as needed, and select a cargo from the list.

After choosing a cargo, the create voyage modal will be automatically filled in with all the details from the cargo. Only the fields that are not coming from the cargo will remain editable.

Cargo intake calculations

When entering Quantity, Volume or Stowage Factor, the modal will automatically calculate the corresponding value. Updating Quantity or Stowage Factor will update Volume, and updating Volume will update the Stowage Factor. Selecting a Commodity will default the Stowage Factor to that of the commodity.

Depending on your access permissions the list of voyages might not be visible.

The "Voyages" module can be located from the left side menu.

Available Columns

Sorting and Filtering

Search Bar

You should also be able to search the whole list, by using the Search Bar functionality provided at the top of the list:

In this particular list, you are able to search for a voyage's reference no., a vessel, a counterpart or charterer, a port name or a cargo reference. The list will update accordingly.

The details of a voyage can be edited in the Voyages module.

When you have , click it and the details will show in a drawer or panel on the right hand side. Field values can be edited directly.

Tiles

Tiles show the key values like TCE, Days Total, Distance Total, Bunker Consumption, EEOI, Days In Port, of the voyage.

Conditional information:

• TCE Excluding Offhire (only shown when there is at least one offhire day)

• Offhire days (only shown when there is at least one offhire day)

Sections

Voyages on a time charter will have a "TC contract" section, while all other voyages will have a "Performance Cargo" section instead.

The voyage drawer is also split up in different sections; , , (the Performance Cargo), , and .

For a TC voyage, the drawer has the section instead of the Cargo section.

Drawer Actions

On the left hand-side, we have the vessel name chip, which is clickable and will forward you to the linked . The number is the reference number of the voyage, and to the left we have the status. The statuses are within a dropdown menu which you can :

Secondary Actions

In this dropdown menu, you are able to do several actions:

Convert To Template: you are able to convert the voyage to a template. Here you have two different options to choose between (unless they are disabled).

Print Statement of Account: you are able to print out the SoA report of the given voyage.

Open Preliminary Voyage: Opens a new tab and brings you to the special preliminary voyage that is created when the voyage is nominated.

Audit Log: you are able to track every action inside, and regarding, this given voyage.

Attachment: you are able to upload/download the voyage attachments.

To efficiently create a voyage, and link them with CoAs, you can create voyage based on a . The CoA Templates Voyage are the template voyages that are maintained in the Budgets module.

Steps:

1. Open the Voyages module from the menu on the left.

2. In the top right corner, click Create .

3. Select Create Voyage From Template.

4. In the modal, you can apply various filters to narrow down the selection. Clicking a CoA template voyage selects it. The new voyage will inherit the values from the template displayed in the modal, as well as the Company and Business Unit of the template.

5. Click Create.

This small section gives you the most important details of the TC Out contract, as well as the option to change them. Click the icon to open the full TC contract drawer.

The summary section displays all cost/revenue items, including fuel consumption and price, related to either cargo, voyage, or port call. This breakdown displays different figures for Voyage Charter and Time Charter estimates.

When the voyage drawer is open, selecting Open Full Screenexpands the panel and shows an additional section/panel summarising the profit/loss for this voyage.​

Steps:

1. Open the Voyages module from the menu on the left.

2. On the top right corner, click the icon.

3. Select Create Time Charter Out.

4. In the modal, you can fill in the required fields and add any additional information about the new TC voyage.

5. After you have filled in, you can click Create.

Required fields:

• Vessel

• Delivery Port

• Redelivery Port

The modal:

Features:

• After choosing a vessel, you will now be able to choose a Ballast Port.

• The modal is now draggable, making it easier to see the information "behind" the modal. Hover over the title or the top of the modal to activate it.

Managing Port Calls

Schedule

This is a timeline of port calls on a voyage, in which the left side displays the ETA and ETD time- and dates, as well as Days Extra and Waiting Days, with the last two also having a hover/tooltip. On the right side displays the port calls, their reason for calls, Port Costs and Total Days, with also a tooltip on the last two here.

You can create, rearrange, delete and edit port calls directly from this section (click on the picture for better view):

Hover Toolbar

When hovering the mouse over a port call in the schedule, a toolbar in the upper right will appear.

• To change the order of port calls, simply hover over a port call to move it into place.

Locking Voyage Start Date and Waiting Days

Within the Schedule section, you will find a checkbox for locking the update of voyage start date and Waiting Days. This checkbox is not visible while the voyage has status Estimate or Unallocated:

Edit Schedule

This list displays a more detailed view of all the port calls in the schedule (click on the picture for better view):

Detailed Information

The first row, in yellow highlight, you can find the Port Call's Port Cost, Currency, Days L/D, Fix checkbox and Extra (days in port).

The next two rows, you can find the Cargo Port's Quantity, L/D Rate, Rule, Laytime Term, HC Rate, (HC) Currency, (HC) Measurement and HC Lumpsum checkbox.

All of these fields are editable. The cargo highlighted in blue in the Cargo List section will also have its port calls highlighted correspondingly in the Edit Schedule section, meaning, you are viewing the selected cargo's information.

Additional Hover Information:

This tooltip displays, per Port Call, the Counterpart, Quantity, HC Rate and Handling Cost for each of it's Cargo Ports. Again, with the selected cargo from the Cargo List section highlighted in blue.

Routing

TBA.

Cargo List

To the left, a scrollable list of cargoes are presented as small, blue cards, showing you some select details about the cargo. This is meant to be a quick overview, to be able to differentiate between the different cargos. Clicking on a cargo will select it, and the Cargo-section to the right will update. The currently selected cargo is marked by a blue line on the left side of the card. Hovering over a cargo card will bring up the option to copy it, or open the cargo drawer. While a cargo drawer is open, you may click on any part of the card to open the cargo drawer for that cargo:

Cargo Section

Speed & Consumption per Bunker

Speed Ballast: Displays the speed for ballast port calls when all port calls have the same speed. If port calls have different speeds, this field will be disabled and the text will read "Multiple". Changing this value will update the speed for all ballast port calls.

Speed Laden: Displays the speed for laden port calls when all port calls have the same speed. If port calls have different speeds, this field will be disabled and the text will read "Multiple". Changing this value will update the speed for all laden port calls.

Vessel

Changing vessel in this section will change the voyage's and the connected cargoes' company and business unit to the selected vessel's.

There may be several reason for having a voyage without any cargo onboard the vessel. By using the Create Voyage Without Cargo option, you can for instance plan out repositioning of your vessels, or schedule dry docking.

Steps:

1. Open the Voyages module from the menu on the left.

2. On the top right corner, click the icon.

3. Select Create Voyage Without Cargo.

4. After you have filled in the required information, you can click Create.

From the "Related" tab in the voyage drawer, you can view the voyage related information Offhire, Laytime Calculation, and Bunker Transaction. Expand a section by clicking the arrow on the top right of each section to view a list of information. Click on an item in the list to go to the the corresponding drawer and view more information about the specific item.

Offhire and Laytime Calculations

Expand the section and click the pluss-sign to the top right of the list to create new item for the voyage.

More details about creating Offhires: Create Offhire.

More details about creating Laytime Calculations: Create Laytime Calculation.

From the "Various Cost/Revenue" tab in the voyage drawer, you can view various cost/revenue from the voyage, cargoes on the voyage and Offhires on the voyage.

Search and Filter Variouses

• If there are either existing various cost/revenue on the Voyage's Cargoes or Offhires there will appear a filter on the top-right of the list where you can select which other types of various cost/revenue you want to be displayed in the list.

• Variouses can also be filtered by the Currency filter on the top-right of the list .

• The Searchbar can be used to search for Variouses in the list containing the entered search-text in the Description or/and Various Text.

Change Voyage Status

Configure Voyage as a “Last TC Voyage”

Change Voyage Reference Number/Voyage Number and Voyage Starting Year

Voyage Comparison

General info

The Bunker Stock list can be found in the Voyage drawer under the tab called Bunkers.

Opening Balance

Each list starts with the opening balance of the stock. The opening balances displays the balance of the bunker stocks at the beginning of the voyage and are generated based on the previous fixed voyage. When creating voyage estimates the opening balances are generated based on the last fixed voyage on the vessel.

Opening balances can be updated on voyages with status Estimate or Unallocated to be able to do quick calculations. Once a voyage is fixed, the opening balance will be recalculated based on the previous fixed voyage and will no longer be editable.

Opening balances are also editable on voyages where the voyage start date is fixed.

Edit opening balance

To edit an opening balance on voyages where this is enabled,

• click on the opening balance row and a modal with the editable values will appear

• edit the values

• click Confirm to save your changes

Add opening balance

It is possible to add additional opening balances for each bunker category on voyages that have the status Estimate or Unallocated and for voyages where the start date of the voyage is fixed.

To add an opening balance:

• in bunker stocks list click on the Add Opening Balance button located above the bunker stock list for a given bunker category

• enter the values

• click Confirm to save the opening balance

The new opening balance will be added after the last existing opening balance in the list.

When in a voyage drawer the analysis tab is available in the tab section. In this tab you will be presented with a graph to give you a visual view of the development of key values in the selected voyage.

The graph that is displayed represents the total days for the columns, and the TCE for the line. These values can be changed in the dropdown fields on the top left. The timeline shown will be from the preliminary snapshot is taken to the current date. If the voyage is closed, the last value will be the last time the voyage was changed instead of todays date.

In the Speed and Consumption section in the voyage drawer you can update the various fields for consumption for a voyage. This section can be found in the Overview-tab in the voyage drawer.

In order to expand the section to see and edit the fields, click expandon the far right of the top right summary cards.

Once the expand icon is clicked the fields will be displayed like this example:

Note that if the field for Speed Laden or Speed Ballast is changed in the vessel section it will also affect the corresponding field in this section as well, and vice versa.

Cargoes

The Cargoes list shows a list of all cargoes on the voyage. The list can be filtered on Port (the list displays the first Load- and Discharge Cargo Port, but the filter works any Load- and Discharge ports on the Cargo), Charterer and Commodity by using the quick-filters in the top right.

On the row at the bottom of the list, you can see the Total Amount of cargo quantity on this Voyage:

Fixtures

Adding fixtures can be done in the Cargo tab of the Voyage Drawer by selecting the Fixtures button and clicking the create icon above the list.

The tab allows you to create, edit and delete any fixtures on the voyage.

Field Choices When Creating

• Counterpart (*)

  • Which cargoes to connect to the fixture (based on which Counterpart is chosen)

  • Disabled after connected to a fixture

  • Will override the connected cargoes' Counterpart

• Fixture Reference (*)

  • Is a running number (from v7.13)

  • Only editable, cannot set it

• CP Date

  • Disabled after connected to a fixture

  • Will override the connected cargoes' CP Date

• CP Form

• Lumpsum

• Fixture Currency

  • Defaulted at the Voyage Currency

  • Disabled after connected to a fixture

  • Will override the connected cargoes' CP Date

(*) - required fields

Modal & List Features

Click on each tab below to read more about the different features:

Fields on the Fixtures

One fixture is equivalent to the blue area that wraps around the cargoes within it, and containing fields in the section header. Here is a list of them:

• Counterpart

• Fixture Reference

• Fixture Date

• Fixture Form

• Total Quantity

  • sum of the cargoes' weight on a fixture

• Total Freight Voyage Currency

  • sum of the cargoes' freight, plus the fixture lumpsum, on a fixture

  • the currency is for now always shown in Voyage Currency

Extra Features

The fixtures list has a separate button to collapse/expand the cargo list of all the fixtures with one click as shown below:

You can also collapse/expand each fixture by clicking on the blue header, or the arrow at the right-most.

Can be converted to template:

• Estimate Voyages

• Unallocated Voyages

Cannot be converted to template:

• Template Voyages

• Allocated Voyages

• Nominated Voyages

• Operational Voyages

• Operationally Closed Voyages

• Closed Voyages

• Invoiced Voyages

The voyage's type (TC, SPOT, COA) does not matter in regards to whether you're allowed to convert or not.

How to Convert to Template

In order to convert a voyage to a template voyage one must open a voyage's drawer and click the secondary action menu in the top-right and select the "Convert to Template...' action.

After selecting the action you will get a confirmation popup modal which allows you to select to 'Create New CoA' and 'Create Unallocated Voyage' when converting to template. When clicking the 'Confirm' button, you will be brought to the template voyage's drawer.

SPOT:

Both optional buttons will be available.

TC:

None of the optional buttons will be available.

CoA:

Both optional buttons will be available and the 'Create New CoA' button will be selected by default. If un-selecting this button, the template voyage will continue to use the old CoA instead of creating a new.

In the "Invoices" tab in the voyage drawer, you can efficiently see and manage the Pending Receivable/Payable document lines, as well as the Invoices connected to the voyage. The tab is only visible to voyages that do not have status "Estimate".

In the top right, you will find two buttons for printing the Owner and Charterer Statement. Below them, in the middle of the drawer, you will find a two or three-way toggle-button that allows you to switch between the receivable, payable and hire payable invoices (only if the vessel is on a TC In). Switching between these options will change both which pending document lines are displayed and the assembled invoices.

Pending section

This section show you a list of all document lines that have not yet been assembled. Clicking on any of them allows you to edit some of the fields. Selecting one or more document lines will allow you to assemble them into a Document.

Invoices section

The invoice-section shows a list of all assembled invoices, or their line items. When in the toggle-button is set to Receivable or Payable, only the invoices connected to the voyage are shown. However, when set to Hire Payable, all invoices associated with the TC In contract are displayed, and an additional column for Voyage Reference is added that indicates the voyage(s) billed within each invoice.

Clicking on an invoice will open a Document drawer, showing more details and allowing you to print them.

In the top left corner of the section, you will find a "View Line Items" button. Clicking it will change between displaying the assembled documents and their data, and displaying each individual document line. This may be useful if you are looking for a specific item, but don't know in which document it was assembled. The line items list has filters specific to this mode. Clicking one of the document lines will open the Document it belongs to in a new drawer.

Use the filters to quickly narrow down your selection. Depending on whether you are in Receivable, Payable or Pending Payable mode, as well as Document or Line Items view, the available filters change.

Filters Overview

From the Voyage drawer it is possible to change the status of the voyage by using the status chip next to the reference no at the top of the drawer.

"Forward" Status Transitions:

From Estimate to Allocated

When changing status from estimate to Allocate, no modal will show. The same also happens from Estimate to Unallocated. You can check out the different requirements and validations below.

From Estimate or Allocated to Nominated

When changing status from Estimate to Nominated, the following modal will show:

If it's a TC voyage with missing Laycan on the TC, you will have to fill in the Laycan as well. Otherwise, you will get information at the bottom of the modal saying which cargoes does not have Laycans added, but you will be able to nominate.

As you can see, Company and Business Unit field is required. By default, what is selected on the voyage will display here, but you are free to change it. You can also add Responsible Charterer, Responsible Operator and Responsible Accountant, but these are not required.

The same also happens when changing from Allocated to Nominated.

You can check out the different requirements and validations below.

Other

There are also other "forward" status transitions, like:

• Nominated -> Operational

• Operational -> Operationally Closed

• Operationally Closed -> Invoiced

• Operationally Closed -> Closed

• Invoiced -> Closed

"Backward" Status Transitions:

From Nominated to Allocated

When changing to these statuses, no modal will show.

From Allocated to Unallocated

When changing status from Allocated to Unallocated, the following modal will show:

You will be given the option to select a new Vessel and/or Ballast Port to change to, but not required for unallocating.

The same also happens when changing from Nominated to Estimate.

From Unallocated to Estimate

When changing to these statuses, no modal will show.

Other

There are also other "backward" status transitions, like:

• Operational -> Nominated

• Operationally Closed -> Operational

• Invoiced -> Operationally Closed

• Closed -> Invoiced

Different Requirements and Validations:

Missing Fields

Required Values Must Be Set:

• For each cargo: charterer

• For each cargo: commodity

-> This can be seen for most "forward" status transitions.

Update the Vessel Code

Vessel code must be changed from its default assigned value. Open Vessel "Internal Data" to set a new code.

-> This can be seen for most "forward" status transitions.

Change of Ballast Port

Warning

The ballast port on this voyage does not match the open position of this vessel. Do you want to <status> the voyage with the start date locked?

-> This can be seen for most "forward" status transitions.

In the Organisational data tab in the voyage drawer you can edit the following information:

• Company and Business Unit

• Pool

• Responsible Charterer

• Responsible Operator

• Responsible Accountant

• Claims Operator

• Trade

To edit any field in the tab, click into the field and start typing. Then select the desired option. Field will automatically save when you click outside or use tab key to exit the field.

Company and Business Unit field is mandatory if the voyage status is NOT Estimate or Unallocated. When editing company and/or business unit, you will get a warning that alerts the user that the connected cargoes will also have their companies and business units changed.

When clicking the OK button, the company and/or business unit will be changed for the voyage and all the connected cargoes.

In the voyage drawer at the vessel section you will find a checkbox for setting "Last Voyage for Current CP". This checkbox is disabled when there is no TC In Contract registered.

Swap Vessel is a functionality that allows you to change the vessel of the voyage, regardless the status of the voyage. There are two ways to change the vessel; through the Vessel field under Voyage Overview, or through the secondary action 'Swap Vessel'.

Swap Vessel for Estimate or Unallocated voyages

For voyages with status Estimate or Unallocated, you can only swap the vessel of the voyage through the Vessel field found under Voyage Overview section:

This works as a normal dropdown menu, that views all available vessels for you to click and swap to.

Swap Vessel for Allocated or above voyages

For voyages with status Allocated or above, you can only swap the vessel of the voyage through the secondary action called 'Swap Vessel':

Followed by clicking the action, this modal will pop up:

In this modal, a vessel must be selected to be able to swap. By default, the vessel you are currently on is selected. Meaning, you are always able to actually click on the Swap button (for now). After the swap, you are able to see the new vessel either as the above mentioned Vessel field under Voyage Overview, or at the top of the Voyage drawer, left-most (clickable) chip:

From the "Related" tab in the voyage drawer, you can view, add and edit . Expand the collapsible section titled Laytime Calculation and click the Create button to add a laytime calculation for the opened voyage.

Only voyages of status "Estimate" and "Unallocated" can be deleted. Otherwise you must change the status before you can delete.

1. Find a voyage (i.e through the Voyages page).

2. Click to open the voyage you want to delete.

3. At the upper right corner of the panel, click Delete.

4. Click Confirm to delete the voyage.

Voyages can be connected to Cargoes and/or Offhires, as well as scheduled voyages if the voyage is a template.

When attempting to delete a template voyage that has scheduled voyages either at the Nominated or later stages, an error message will show instead.

The delete-voyage modal will look differently depending on whether it has connected entities:

• No connections:

• Only Offhire connection:

• Only Cargo connection:

• Offhires and Cargoes:

The voyage map shows the voyage schedule, including alternative routing pointsthat can be added to the schedule between port calls. More routing points will be revealed as you zoom in on the map.

Viewing routing points

Click on a routing pointto show information about the point in a popup, including name, position, and GMT offset. When a routing point is clicked it will also be possible to add the routing point to the voyage route. When clicking 'Add to route', a pop-up will appear where you have to choose between which port calls the routing point shall be added.

Remove existing routing points from the Voyage route

Routing points that are on the voyage can be removed. When clicked, a button will become available 'Remove from voyage route'. When this is clicked, a confirmation box will appear. When confirmed, the routing point will be removed from the voyage.

Restricted areas

The interactive Voyage Map features several restricted areas:

1. Emission Control Areas

2. Open Loop Restricted Areas

Restricted Areas are visible on the map and depicted by Blue or Red dashed lines (See Figure 1).

The leftmost dropdown filter allows changing the settings to include the particular group of Restricted Areas in the map or not.

The comparison button can be found as a primary action in the Voyage drawer:

This will open a new page where you will be able to see a overview of the voyages to compare, copy the voyages you want to compare and/or open the Voyage drawer of the voyages:

For the initial release version of this tool, you'll be able to see and modify details on your vessel, cargo and voyage. Some fields may be greyed out, for the same reasons you might not be able to modify them in the voyage or cargo drawer normally.

In the top left you will find two buttons; Highlight Differences and Show Only Differences, which will enable or disable the respective features. By default, Highlight Differences is turned on.

The top header shows the voyage reference number, and a button to copy and remove the voyage from the comparison. Clicking on the voyage reference will open the voyage drawer. From here, you can make all the changes you are used to, and the comparison will update accordingly.

To the right of the rightmost voyage, you'll find a big grey button that when clicked, opens a dropdown menu. Here you can add an existing voyage to the comparison, or create a brand new one.

The comparison sections

The Vessel section of the comparison allows you to choose and edit many values that can change your result. Want to see how another vessel would perform on a given voyage? How much difference will different speed orders or bunker prices make? Make a change, and see how it affects your result and TCE.

The Cargo section displays information about one cargo at a time. In the event your voyage has multiple cargos, click on the Reference dropdown to see and select another cargo.

The Cargo Ports row shows you the first load and discharge port for the cargo. If you have a longer schedule, hover over the row to see the entire schedule as a tooltip.

Changing any of the fields here behaves as if they were changed from the Cargo drawer. For instance, setting a high freight rate will automatically update the rule to Lumpsum, and the calculations are being carried out as such.

In the Voyage section, you are only able to set the start date of the voyage. Like the Cargo Ports row in the Cargo section, the Schedule row only shows two ports. Hovering your mouse over the row will bring up a tooltip showing the entire voyage schedule.

A TC Voyage will not have a Cargo Section on the Overview Tab like normal Voyages, but instead have a Time Charter Contract Section displaying the Time Charter Contract. In this section you can edit the most important fields on a Time Charter directly through the Voyage Drawer or click the -icon to Open the Time Charter Contract Drawer

Both Duration and Rate fields will be disabled if there exists more than one Duration on the Tc contract, or a Duration has multiple Rates.

The Calculate Profit/Loss checkbox is only available while the Voyage still has status Estimate, and will toggle calculation of profit/loss based on bunkers.

Related pages:

With the Sensitivity Analysis tool you can run calculations on a chosen parameter to evaluate risk.

1. Click on a voyage in the list or board to open it in the drawer.

2. At the top right, click on Functions.

3. Select Voyage Sensitivity Analysis.

Input parameters

Select a voyage parameter which is then adjusted by the numerical variance for each calculation.

Chart

Reading the chart

The chart shows all the calculated values for the voyage. There are 15 data points, with the current voyage displayed in the middle, with negative variance on the left side, and positive variance on the right side.

The value of the selected Voyage is specified with a blue vertical line. The figures you find in a small box above each point reflect the X-axis values for each point.

Hover the mouse over the chart to inspect the values of each calculation data point.

Moreover, you may find a table on the right from the Sensitivity Analysis chart. The table consists of the calculated values, placed in ascending order. The table may ease navigation among calculations.

Downloading the chart

The 'Routing' tab allows comparing different routes regarding essential information such as Voyage TCE, Voyage Result, total distance, total days, etc.

See the screenshot below (Image 1) for an example:

A voyage going from Bergen to Hamburg through Newcastle is displayed. The routing tab illustrates an alternative route for each leg on the mentioned voyage. As presented in the screenshot, there is a key difference between the routes:

• TCE Difference: the TCE difference indicator shows the difference between the alternative route TCE and the currently selected route TCE. So, for the leg, Bergen -> Newcastle, the current TCE is -525 USD. On the other hand, selecting the alternative route will result in +27 USD, which is -497 USD of TCE total (See Image 2).

• Estimated Distance: illustrates the estimated distance for each leg, original and alternative.

• Sea Margin: shows the sea margin.

The map is also interactive and helps to visualize the alternative route, providing crucial data.

Detailed Comparison:

It is also possible to compare the routes in more detail! For instance, take a look at the screenshot below:

Clicking the top-right arrow in each container expands the detailed information.

The apply button proceeds with the changes and saves the selected route for the current voyage.

Note: The alternative routes may be created manually or must be coming from a third party, such as weather-based routes, etc.

From the voyage drawer actions it is possible to change the Voyage Reference Number or Voyage Number, depending on the voyage status.

When voyage status is Estimate, Unallocated or Allocated, it is possible to change the Voyage Reference Number.

When voyage status is Nominated, Operational, Operationally Closed, Invoiced or Closed, it is possible to change the Voyage Number.

Clicking Edit Voyage Reference... or Edit Voyage Number... in the options meny opens a dialog box where the current values can be modified. In addition, the dialog box contains a field for changing the Voyage Start Year.

The Voyage Edit Schedule segment may be found on the right-hand side of the Overview tab in a Voyage Drawer.

The edit schedule tab includes a complete list of for all the Voyage's cargo.

There are three core elements involved: Selected Port Calls, Selected Cargo, and the rest.

• Selected Port Calls: these objects are highlighted by the blue background and a small blue line on the left of the Port Call port (see figure 2). The selected port calls display data for the respective selected Cargo.

• Selected Cargo: the currently selected cargo can be chosen inside the select cargo modal, which can be invoked by clicking the expand cargo button (triangle facing down inside the left section, see figure 3). The selected cargo will be the subject of the Edit Schedule list. The Port Calls contained in the list correspond to the selected cargo, and the related values change dynamically if another cargo is chosen.

• The rest: the rest can be considered all the grey options inside the list. These options are also expandable and can be edited, but they don't belong to the selected cargo and, thus, are not the focused elements (e.g., Kristiansand Port call in Figure 2).

Each list item is interactive and can be collapsed or expanded. When the selected cargo is changed, the corresponding cargo ports expand and get visually highlighted, the corresponding values are updated.

Moreover, the collapse button can expand Port Calls related to the selected Cargo, Expand all Port Calls, or Collapse all. The button may be found on the right over the first PortCall (see figure 3).

Next to the Port Call port name, there is a Reason For Call specified inside of parentheses - L means Loading, D - discharging, and C - canal passage.

The Bunker module is split into three parts: 1. Bunker Indices; 2. Bunker Stock Summary; 3. Bunker Stock Details.

Yet, the Print EUA Statement button is always visible. This function generated a descriptive report of consumed per port, specifying the percentage used in calculations, and associated consumption per leg.

1. Bunker Indices: this section helps to have a better overview of bunker indices even when the fuel types FO and LS MGO are not consumed by a vessel. By default, the section is collapsed, providing information regarding the bunker indices. Once expanded, the indices can be altered. Refer to Figure 1 for example:

1. The Bunker Stock Summary contains cards associated with the respective consumed fuel type. The core idea is to provide a brief overview of consumed bunkers and derived costs (Ref. Figure 2).

1. Bunker Details serves the same idea as Bunker Stocks Summary but provides more detailed and specific information. The table items can be filtered to show only the Consumption or Bunkering rows (ⓘ interact with the filter options in the top right of each table card).

The VMS provides powerful voyage tools for risk assessment and estimations on cargo capacity on port calls.

These tools are available from Voyages or PlanningFleet Plans

1. Click on a voyage in the voyages list or board to open it in the drawer.

2. At the top right, click on Functions.

To recognize Long TC Voyages in the system, look for two key indicators: the Voyage Type labeled as (TC) and information in the . An example of a Long TC Voyage is shown in the screenshot below:

1. The blue rectangle represents Port Calls that occurred before the current Voyage.

2. "See All Port" is a link that, when clicked, opens a new browser tab displaying all Port Calls associated with the selected Voyage.

3. "Show More" is a link that allows you to add up to 5 additional Port Calls per click on the current Voyage's schedule. These added Port Calls will remain visible throughout the system unless the voyage is reopened.

With the Intake Calculation function you can change parameters of a voyage to get an overview of quantities available for cargo at the port calls.

1. Click on a voyage in the list or board to open it in the drawer.

2. At the top right, click on Functions.

3. Select Voyage Intake Calculation.

Voyage Header Parameters

At the top, below the vessel-chip and voyage reference, fields for changing the stowage and bunker properties for the entire voyage are displayed.

Schedule Table

A table of all the port calls on this voyage is shown in this section. To change the intake reduction properties per port call, click a row to open a window where you can make adjustments. Some columns are hidden by default, and can be toggled on/off by using the "Customize Columns"-button in the top right corner of the table.

Chart

A mixed chart of the calculation results is generated at the bottom. Each port call has multiple graphs to show the reductions, cargo quantity and quantity available for cargo. The charts gets updated automatically when there are changes to the voyage header, port call, or vessel parameters.

Click on the legends at the top of the chart to toggle the display of a graph. Hover the mouse over the chart to inspect the values of each calculation data point.

Loadline Information

The Voyage schedule visualization may be found on the right-hand side of a voyage drawer.

This section is highly customizable: e.g., you may change the voyage start date, lock it, edit the Voyage's speed, update the port call sequence, and much more!

The Schedule Timeline is a fully interactive module. Each port represents a draggable block - if you reorder the blocks, you will update the port call sequence on the opened voyage correspondingly:

The small ovals inside of each Port Call block includes a piece of related information: Days at Sea + Extra Days at Sea, Actual Speed, and Distance between Ports. Every oval is clickable and allows editing corresponding sea passages.

Moreover, the Port Call blocks include a small functions tooltip that provides the following actions on the voyage schedule sequence: show Port Cost history overview, create new Port Call to the current schedule, edit the selected Port Call, or delete the Port Call.

Edit Port Call

To edit a port call in the schedule, click the pencil icon in the functions tooltip. A popup modal then shows where main details of the port call can be changed.

Note that the port can only be changed if the Arrival-, Berthed-, and Departure Date are unfixed. If any of these dates are fixed, the port selector will only show available terminals on the currently selected port.

Import Button

From this version, you can now can create cargo(es) by uploading/import straight from an Excel worksheet. In the cargoes list, you can click on this import button:

Import Cargoes from Excel

Then, you can follow these steps:

1. Click on the Import button displayed above

2. A modal (or "dialog box") will pop-up:

All the fields are disabled until you upload/import a supported file (only .xlsx and .csv files). You can only import one file at a time, but one file can consist of many cargo rows!

1. You can proceed by clicking the blue Upload File button.

2. After choosing a supported file from you computer, you can view the filename to the right of the Upload File button, along with a "preview screen" below all the now-enabled fields:

All the required fields (*) must be filled in this step. As you go along with choosing the different fields from the dropdown menus, the "preview screen" will mark with a light-blue highlight on the fields have been selected. Meaning, you could upload your own customized Excel sheet with various header- and cell values, but you can then in the modal pick-and-choose which fields you actually want on the cargo, when creating it.

Remember that only the first row of your Excel sheet are the Header values! The rest are the cell values within their respective columns.

2. You should now be able to see your newly created cargo at the top of the Unallocated cargoes list

Validations before Creating

We have two different types of validations in this modal. Either one, or both, of them will show up at the bottom of the modal, if encountering any inconsistencies while uploading:

(1) One is yellow-colored, and shows inconsistent data types in the cells of your Excel sheet:

This particular validation highlights the "Planned BL Date" column, and detects that two or more cells has inconsistent values within this column. E.g. one cell is read as a number value, while two cells are read as date values. In this case, the number-cell should be changed to a date value, so that the modal can read it properly as a date value. Make the change in your Excel sheet, and then re-upload the file.

This validation can highlight multiple columns with inconsistencies in data types, and not just one at a time.

(2) The other one is red-colored, and shows Reference or Master Data inconsistencies, i.e. data errors in your Excel sheet:

This particular validation highlights the "Commodity" column, and detects that "Row 2" within this column has a commodity named "Bananas" that does not exist in the system. In this case, you have two options:

a) replace "Bananas" with an existing Commodity in your Master Data, in your Excel sheet, and then re-upload the file

This validation can highlight multiple columns and rows with inconsistencies in Master Data or references, and not just one column and/or row at a time.

Requirements for Importing

Before actually creating a cargo by importing from an Excel worksheet, these requirements must be full-filled:

• A supported Excel file must be uploaded/imported (only .xlsx and .csv files)

• All required fields (*) must be filled in with supported values

• No data types inconsistencies

• No Master Data inconsistencies

• No duplicate cargo references, or references to existing cargos

Once all of these requirements are full-filled, the Import button will be enabled, i.e. blue-colored, and you can then go ahead and create the cargo!

A cargo can be created on a TC voyage either by using the Last Cargoes section in the Voyage drawer Overview tab, or by using the cargo list in the Cargo tab.

Cargo Restrictions:

• You cannot create a cargo from CoA templates

• You cannot create a cargo if there are no load- or discharge port calls on the voyage

  • Even when we have the delivery/redelivery port calls

  • You need to create at least one loading- and discharging port calls on the voyage schedule (unique values)

• You can only create cargoes with cargo ports based on the port calls in the voyage schedule

  • The port selectors on the upper-left side of the modal are restricted to only display these cargo ports (also with its attached terminals)

Drawer Restrictions:

• Unallocate Cargo

• Allocoate Cargo

• Relet

• Transship

• Preship

• Transfer

Drag & Drop Restrictions:

• Dragging an unallocated cargo to a TC voyage

• Dragging an allocated cargo on a TC voyage to Commitments

• Dragging an allocated cargo from one TC voyage to another voyage (TC or not)

The VMS contains all cargoes created in your system. To access the Cargo lists, you can navigate in the left-side menu to the "Cargoes" module. This will display 3 different cargo lists: Allocated, Unallocated and Sub-cargoes:

Both the lists Allocated and Unallocated shows cargoes of all statuses and types, while the Sub-cargoes list shows the sub-cargoes linked to different cargoes.

Allocated

This list contains of all the allocated cargoes. Meaning, cargoes created on and/or allocated/moved to voyages. Multiple cargoes can be allocated on the one and same voyage. You can hereafter open one of the items on the list, to view the Cargo drawer.

Unallocated

This list contains of all the allocated cargoes. When creating a cargo from scratch, this is where that cargo will be placed, by default. These cargoes don't belong to any voyages yet, but once you click on one of the items on the list, you can perform different Cargo drawer actions, e.g. allocating the cargo.

Click here to see an overview of the different ways to create a cargo.

Sub-cargoes

This list contains of all the sub-cargoes linked to cargoes. These do not have a drawer, but when clicking on one item from the list, you can see a modal (or "dialog box") pop-up on the screen. Multiple sub-cargoes can be linked on the one and same cargo.

You can read more about Sub-cargoes here.

Sorting & Filtering

There are several sorting and filtering options available for you to narrow down what you include in the list view.

To efficiently create a cargo, and link them with CoAs, you can create a cargo based on a CoA Template. The CoA Templates are the template cargoes that are maintained in the CoA module.

Steps:

1. Open the Cargoes module from the menu on the left.

2. In the top right corner, click Create .

3. Select Create New Cargo From CoA Template.

4. In the modal, select a CoA template to create the new cargo. The fields that are pre-filled are the ones that were filled in when creating the CoA itself, which the new cargo will inherit.

5. Click Create.

The modal:

Feature:

• The modal is now draggable, making it easier to see the information "behind" the modal. Hover over the title or the top of the modal to activate it.

• Looks and works quite similar to Create Voyage From Template.

To efficiently create a cargo, you can create a cargo based on an existing cargo.

Steps:

1. Open the Cargoes module from the menu on the left.

2. In the top right corner, click Create .

3. Select Create New Cargo From Existing Cargo.

4. In the modal, select a cargo to create the new cargo

5. Click Create.

The modal:

You are able to keep in control of all your organisations inserted cargoes using the cargo module in VMS.

Layout:

The Cargoes module is divided into the Allocated cargoes and the Unallocated cargoes. In each tab, you can filter the cargoes based on several key endpoints to effectively view the required information on your screen. There is a sort icon to the far right, with different options for sorting the list as well. You can read more here: Sorting and Filtering Lists.

Below you can click to read how to create different types of cargoes:

Steps:

1. Open the Cargoes module from the menu on the left.

2. In the top right corner, click Create .

3. Select Create New Cargo.

4. In the modal, you can fill in the required fields and add any additional information about the new cargo.

5. Click Create.

Required fields:

• Load Port

• Discharge Port

• Counterpart

• Commodity And Sub-commodity

New design:

The new Create Cargo modal has a new design to increase the productivity while creating a cargo, is more user-friendly and has more useful features altogether. Click on the picture below to get a better view of the details:

New Create Cargo Port modal:

Similar to the design above, we now have a new Create Cargo Port modal:

Features:

• With the new multiple value component in the Create Cargo modal, you are now able to add multiple Load- and Discharge- cargo ports to the new cargo.

• The fields are divided into 2 sections, while the 3rd section displays the Timeline component of the cargo ports that are added. In the Create Cargo Port modal, there are 2 sections, in which the 2nd one contains the Timeline.

• It is possible to drag and drop the ports in the Timeline component to change the order of the cargo port rows, in both of the modals.

To maintain the cargo click the cargo in the list. The selected cargo will be opened in a cargo drawer where you can edit fields, copy cargo, create a pdf from the booking and so forth. Click the cargo drawer page here to see more details.

KPIs

At the top in the main details you will find the KPI-cards.

• First tile: Cargo quantity is the actual quantity, and booked is the booked quantity.

• Second tile: Freight is the total freight for the cargo.

• Third tile: Commission and various costs.

• Fourth tile: Net Fio is all cargo related revenue aggregated and then deduct all aggregated cargo cost - divided by the quantity of the cargo.

Main Cargo Details

Below the KPI tiles is the Main Cargo Details section on the left side:

Additional Field Explanations:

All fields that are enabled can be changed from this view. The following fields will be disabled under the following conditions:

Overview of Fields:

Stowage

Below Main Cargo Details section, there is a section for inputting fields and checkboxes regarding the stowage values of the cargo:

Cargo Port Timeline

Below the KPI-cards on the right side is the Cargo Port Timeline together with LayCan dates. Laytime used is the estimated laytime allowed. The date fields are validated and if the validation fails the date field that needs to be corrected is highlighted in red and there is a short message under the date field indicating what is wrong.

Editing a Cargo Port will give you access to a few more fields, for instance Handling Cost, Laytime Terms and related fields.

Bunker Adjustments

On the right side, below the Cargo Port Timeline section, you can create/edit and view a list of Bunker Adjustments on the cargo:

For both of these options you will be able to choose the bunker types: DL (LS MGO), DO (MGO), FL (LS FO) or FO. You can also input/edit the other fields, such as: Min Price, Max Price, Adjustment Factor/Agreed Consumption and Price. The Price field is still editable even though the input of the Min-/Max Price fields calculates the average price.

The total adjustment is calculated if the price is outside the minimum/maximum range, i.e:

• Min range: 500, Max range: 550, Price: 600 => Positive adjustment

• Min range: 500, Max range: 550, Price 400 => Negative adjustment

This calculation you can see as the price value in the second KPI tile by the last field called Bunker Adjustment:

Overview of BA Fields:

Miscellaneous

On the right side, below the Bunker Adjustment section, you can enter external reference, Trade, Cargo Text, Comment, Company, Business Unit and Cargo Operator:

Relets and Transshipments

At the bottom of this tab there is be a list of Relets and Transhipments for the cargo:

Header

When you open the cargo drawer you see on the top left the vessel and voyage the cargo is allocated to, if it is an allocated cargo. You can click both chips to open the vessel drawer or the voyage drawer.

Next you see the cargo reference, which is a unique identifier of the cargo. You can edit the cargo reference under the three dots.

Then you see the cargo status and can change the cargo status.

You also see the Cargo Type, which is automatically set by the system.

Tabs

By clicking the various tabs you get the relevant information about the cargo. Check out the next pages for information about the different tabs.

Actions

On the right side you have primary actions; PDF and copy. The three dots is a dropdown with secondary actions for the drawer. If you click the three dots you will be presented with the below view as a drop down:

You can allocate/unallocate the cargo to move it to a voyage, change the voyage it is on or remove it from the current voyage.

You can delete a cargo.

You can relet a cargo to another owner.

You can convert the cargo to relet to change the cargo to be a freight cost instead of freight revenue.

You can add a Transhipment, Preshipment or Transfer of the cargo.

You can also connect the cargo to a CoA and remove the CoA connection when connected.

And finally you have the option to view the audit log or append attachments to the cargo.

In the Sub-cargoes tab you may enter sub-cargoes

By clicking the blue plus icon in the top right corner you can create sub-cargoes.

Once clicked the below modal will appear:

Once the required fields are filled in the create button will be activated and you may create the sub-cargo. The modal for editing a sub-cargo is identical.

In the comments tab there is a list of previous comments made, and at the bottom you can add new comments.

In the Freight Rate Tiers tab, you can create, edit and delete different freight rate tiers for the cargo. It is also possible to choose between a tiered and a volume rate model.

Tiered: In tiered pricing, the per-unit freight rates are assigned to quantity-based ranges (tiers). When calculating the total freight, quantities are purchased from successive tiers, starting from the lowest. Example: In the below example, a cargo of 8000MT would have a freight rate of 11 USD for the first 4999MT and a freight rate of USD 12 for the remaining 3001MT. The freight rate will show as a weighted average on the cargo.

Volume: Here too, the freight rate is quantity-based. However, the per-unit freight rate is dependent on the range within which the total quantity falls. So, under this model, you would define the quantity ranges and the per-unit freight rate for each. Example: In the below example, a cargo of 8000MT would have a freight rate of 12 USD for the entire quantity.

If a cargo has one or more tiers in this section, the Freight Rate and Rule field in the Main Cargo Details section will be uneditable. Rule will also be changed to Rate.

To delete one or more tiers, click on the checkbox mark on the left side of the list. Doing so will bring up the button to delete the tiers. Clicking on the button will bring up a confirmation modal.

In the various Cost/Revenue Tab there will be two tables. One table for various cost and one for various revenue.

To add a Various Cost click the blue plus icon in the top right corner. Once clicked the below modal will appear.

Once the required fields are filled in the create button will be activated and you can create the Various Cost.

To add a Various Revenue click the blue icon in the top right corner. Once clicked the below modal will appear:

Once the required fields are filled in the create button will be activated and you can create the Various Revenue.

To delete either a Various Cost or a Various Revenue select the item from the table by clicking the checkbox on the far left side.

Once one or more items are selected you can click the trashcan to delete the selected item(s).

In the Payment Terms tab you can enter the payment details as per above fields.

In the Commissions tab you can create new commissions by clicking the -icon to open a dialog to enter values, where "Broker" is mandatory:

Once clicked the below modal will appear:

Once the required field is filled in the create button will be activated and you can create the new Commission, which then will appear in the table in the Commissions tab.

Navigate to these pages to read more about the various Cargo Drawer actions:

Some background

Cargoes are loaded and discharged in cargo ports and these cargo ports are linked to the port calls you find in the voyages schedule.

One port call can be linked to:

• no cargo port - for port calls to Bunkering, Canal Passages etc.

• one cargo port - when loading/discharging one cargo

• more than one cargo port - when loading/discharging more than one cargo

When deleting a cargo the link between the cargo ports and port calls will define what options you will see in the delete cargo window.

The options

When deleting a cargo which has cargo ports linked to a port calls which are linked to some other cargos cargo ports you will get a simple confirmation message before cargo is deleted as per below

The convert cargo to relet function gives you the possibility to change your cargo from generating a freight revenue to instead generating a freight cost.

Convert Cargo to Relet

1. Open the Cargoes module in the Core section.

2. Click a cargo in the list to open it in a drawer.

3. At the top right in the drawer, click More and select Convert Cargo to Relet.

The cargo type will now change to be and the cargo freight will be considered a cost in the voyage profit and loss calculation.

Convert Cargo to Non-Relet

1. Open the Cargoes module in the Core section.

2. Click a cargo in the list to open it in a drawer.

3. At the top right in the drawer, click More and select Convert Cargo to Non-Relet.

The cargo type will now change to be or and the cargo freight will be considered a revenue again in the voyage profit and loss calculation.

1. Click a cargo in the Cargoes module list.

2. When the drawer opens, open the action menuin the top right.

3. Click the Allocate Cargo button to open a dialogue for allocation.

The allocation dialogue is a three-step process. Once you have selected a vessel, a list of all the voyages on the vessel will appear. Sort and filter the list to find the exact voyage you want, select it, and a preview of the voyage schedule will appear, with cargo ports on the left, and port calls on the right. The scheduler will attempt to link the existing port calls on the voyage with the cargo's cargo ports. If no port call exists, a new one will be created at the end of the voyage. These are denoted by a blue "NEW" chip. You can re-arrange the port calls by dragging and dropping.

When allocating, the cargo will also have its company and business unit changed to the voyage's company and business unit. You can edit the cargo's company and/or business unit after the allocating if you want it to be different from the voyage's.

Click Allocate to allocate the cargo. Any new necessary port calls will be created on the voyage.

At the top of the drawer you can find a dropdown menu with available statuses for a cargo, which will open by clicking on the current status:

The cargo status is a helper for you to understand where in the process you are. All statuses apart from 'Clean Fix' are the same in the sense that they do not change the functionality of the system. When you set the cargo status to 'Clean Fix', the Cargo Quantity in the Cargo drawer changes to be B/L Quantity. Meaning, when changing the Cargo Quantity on a 'Clean Fix"'cargo, it only changes the B/L Quantity, and not the Booked Quantity.

Transitioning the Status to 'Loaded':

For a cargo, you can change the status to 'Loaded' only from the status 'Clean Fix'. You are also able to change back to 'Clean Fix' from the status 'Loaded'. The same Deadfreight/Overage, Booked Quantity, etc. calculations will happen when in these two statuses. Likely, this status will be used to mark the last transition of a cargo.

When Nominating a Voyage

All cargoes on a voyage will have their status changed to 'Clean Fix' when the voyage is changed to 'Nominated' status. The only exception to this is if the cargo already has status 'Loaded'.

Using Filters

By using the list of port calls that opens on the Port Calls module, you can use the quick filters to find the port call you are looking for.

Specialty role: Vessel User: If you are a user onboard a vessel, the list will be showing only port calls related to that vessel.

Showing the average days extra in port for load- and discharging ports. This is only enabled when Days Extra In Port is the same for all Port Calls of the same Reason For Call. When updating, all Port Calls with the same Reason For Call will be updated. Days Extra In Port can also be updated when editing a port call.

When a cargo has been connected to a Contract of Affreightment (CoA), a secondary action called 'Remove CoA' will be enabled which will allow you to revert the connection and disconnect the cargo from the CoA. If the Cargo does not have any CoAs connected, the Remove CoA button will be greyed out and disabled. The Secondary Action menu is opened by clicking the triple-dot icon in the upper right of the Cargo Drawer

Clicking the 'Remove CoA' button will instantly disconnect the CoA link from the Cargo.

If you click the Connect to CoA button in the secondary actions menu on in a Cargo Drawer,

you will open the Connect to CoA modal:

In this modal you choose which CoA Line you want to connect the Cargo to and click Confirm to connect it. Doing so will update the Company and Business Unit of the Cargo to be the same as the Company and Business Unit of the CoA.

When you have connected the cargo to a CoA Line, you will see a chip at the top of the Cargo Drawer that says Contract of Affreightment as well as which CoA Line you've connected it to (40129002 in this example).

The CoA number chip (40129002) is a clickable chip that will open up the drawer of the CoA.

Template cargoes are currently handled in Contract of Affreightment Line module.

A transshipment is the shipment of cargo to an intermediate destination, then by a different vessel to another destination. It is a type of relet created from a cargo booking from a particular discharge port at the end of an original booking.

A preshipment is another type of relet created from a cargo booking. It is the transportation of a cargo from a location to that cargo's load port in an existing cargo booking.

Transshipments and preshipments are listed at the bottom of the cargo drawer under "Relets and Transshipments".

Transship or Preship a Cargo

1. Open the Cargoes module in the Core section.

2. Click a cargo in the list to open it in a drawer.

3. At the top right in the cargo drawer, click Moreand select Transship or Preship.

4. Fill in the fields listed below.

5. Click Confirm to relet the cargo.

Transshipment

The To Port will be automatically added to the cargo field Final Destination.

Preshipment

The From Port will be automatically added to the cargo field Place of Origin.

In the Cargoes list you can use the existing columns along with the optional column "Voyage Start Date" and use the filters of the list to view the history of cargoes.

A relet can be defined as the act of sub-chartering a cargo to other owners to transport. A relet always covers the entire voyage of a relet cargo.

Relets are listed at the bottom of the cargo drawer under "Relets and Transhipments".

Relet a Cargo

1. Open the Cargoes module in the Core section.

2. Click a cargo in the list to open it in a drawer.

3. At the top right in the drawer, click More and select Relet to Another Owner.

4. Fill in the "Owner" field and click Confirm.

Reletting a cargo will create a copy holding most of the same data of the cargo to be relet in the system. This new cargo has cargo type and thus it is has a freight cost instead of a freight revenue.

Delete a Relet

1. Find the cargo that was relet.

2. Find the relet listed under "Relets and Transhipments" in the cargo drawer and click to open it.

3. At the top right in the drawer, click Moreand select Delete.

Synchronisation

Editing the cargo quantity, measurement unit, commodity or the planned BL Date of a relet cargo or its connected cargo will trigger an identical change on the other cargo to keep them synchronised on these fields.

The capacity plan gives you a monthly overview if your fleet is over or under booked with cargoes. For each months and each trade, we compare the available cargoes to the capacity in your fleet which is serving that trade.

To open the Capacity Plan, go to Chartering > Cargoes and select Capacity Plan in the top bar.

Overview

You can navigate between the current month and future months at the top of the dashboard. You also filter to restrict the view to a particular set of trades.

The are three summary cards at the top displaying information on all trades selected in the filter :

• Free capacity: Total deadweight - total weight

• Deadweight: Total deadweight of vessels loading in the selected month

• Weight: Total weight of cargoes with laydays commencement in the selected month.

For free capacity and weight, we distinguish between total values and fixed values. The latter takes only cargoes into account which have status "Clean Fix".

Trade panels

An expandable panel is shown for each trade, with totals for that trade. There are two lists inside the panel, one for cargoes by charterer and one for vessels.

Cargoes by charterer

In each trade panel there is a list of total cargo weight and volume grouped by charterer. Only cargoes where laydays commencement lies in the selected month are counted.

All "fixed" charterer cargo totals are listed first, while "not fixed" entries are indicated in grey.

Vessels

In each trade panel there is a list of vessels. For each voyage in the master fleetplan, the vessel that voyage is allocated to is listed if the following two criteria are met:

1. The voyage is marked with this trade or its performance cargo belongs to the trade.

2. The voyage has arrival date in the first load port within the selected month.

A list of sub-cargoes can be found under Cargoes menu item as a tab at the top of the page.

The list contains sub-cargoes from allocated and unallocated cargoes.

To edit a a sub-cargo, click an item in the list to see a dialog window open.

To register an arrival in a Port, open the drawer for the given Port Call by clicking it in the list. Then click the icon at the top of the drawer and select "Register Arrival". A dialog will open and allow you to enter the arrival details.

The bunker categories listed here are only those that were used during the voyage.

If the registered date is in the past, the arrival date of the port call will be locked. Registered ROBs will also be locked as Arrival ROBs.

To register a Noon Report, open the drawer for the given Port Call by clicking it in the list. Then click the icon at the top of the drawer and select "Register Noon Report". A dialog will open and allow you to enter the details.

The bunker categories listed here are only those that were used during the voyage.

The "Speed Order" field can be found in the Port Call module, in the Overview tab. This field allows changing the speed of a specific sea passage. In the drop-down menu, you will find Speed Orders from the vessel configuration that are relevant to the port call passage - Ballast or Laden. The speed order you choose will only affect the selected leg.

To read on how to configure the vessel speeds, please refer to .

Register Reports

At the top of the drawer you can locate an action menu with several action options:

Port Call Tabs

In the Port Call drawer, you can look through the different tabs below to display all the relevant information:

How to enter port costs for a port call

Port costs can be entered in two different ways:

1. Adding the total estimated port cost directly on the port call, or

2. Creating detailed service orders for the port call.

To add the total estimated port costs directly on port call

In the port call drawer Overview tab locate the Port Cost field in the Port Details section on the bottom right corner. Here you can add the total port costs for the given port call

To add detailed port costs with Service Orders

Service orders can be used to enter a more detailed port costs for each port call. Follow steps in this article Create Service Order to create a Service order.Once the service order is created with the estimated costs and you are ready to apply this Service Order to the port call

1. 1.change the status on the Service Order to Estimate

2. 2.go back to Overview tab

3. 3.check the Use Cost from Service Orders checkbox (read this article if the checkbox is disabled)

Now the total of all service costs added under the Service Costs tab will be displayed in the Port Cost field in the port call drawer Port Details section. At the same time the Port Cost field will be disabled indicating the it can no longer be edited directly in this field.

To register a departure in a Port, open the drawer for the given Port Call by clicking it in the list. Then click the icon at the top of the drawer and select "Register Departure". A dialog will open and allow you to enter the departure details.

The bunker categories listed here are only those that were used during the voyage.

If registered date is in the past, the departure date will be locked. Registered ROBs will be locked as Departure ROBs.

To register a In Port Report, open the drawer for the given Port Call by clicking it in the list. Then click the icon at the top of the drawer and select "Register In Port Report". A dialog will open and allow you to enter the details.

Port call Overview can be found inside the Port Call module (see ref. 1):

The Overview tab is split into three essential sections: 1. Port and Bunkers; 2. Sea Passages; 3. Port Details;

Port and Bunkers

This section provides a detailed insight into fuel consumption, including the calculation of remaining onboard fuel. It also features an overview of port call events (e.g., Arrival) with respective consumption and editable values (slightly darker background cells). ROB per event and respective dates can be altered or locked (by clicking the lock icon).

Example (ref. 1):

Bremen is the first port call on a voyage. The voyage has 100 MT of remaining onboard FO and 200 MT remaining onboard MGO fuel. The arrival event (ROB) contains a summary of remaining fuel, accounting for the consumption at sea (consumption between ballast/previous port call departure and current port call arrival): 100 MT of FO and 170.50 LS MGO. The same logic applies to future events (e.g., Departure ROB would correspond to Arrival ROB minus consumption in Port), further port calls, and even the next consecutive voyages.

Initial opening balances per bunker type can be added in the Voyage module, the Bunkers tab.

Sea Passages

The Sea Passages section includes sailing-related port call data that can be modified.

Port Details

This section provides an overview of the formal and financial sides.

The top row suggests the days-related information, answering such questions as 'How long are we in the port?', 'How much extra time has the vessel spent in port?', 'How much time did it take to Load/Discharge Cargo?', 'How long did the transit out take', and 'How many total days were spent in the port'.1

The second row contains the port cost-related data - port cost and currency, and a function to use the total of 'Our' port costs from Service Orders.

The third row is an overview of the handling cost for this port call. The two fields are always disabled and are only for information. When the checkbox is unchecked the handling costs is from the cargo port , if it checked the handling cost will be calculated from Service Orders instead.

To register an unberth in a Port, open the drawer for the given Port Call by clicking it in the list. Then click the icon at the top of the drawer and select "Register Unberth". A dialog will open, allowing you to enter the unberth date and the remaining quantity of bunkers on board upon unberthing. The bunker categories listed here are only those that were used during the voyage.

If registered date is in the past, the unberthed date will be locked. Registered ROBs will be locked as Unberth ROBs.

If you prefer to always use the cost from Service Order you can automate this functionality by asking your Administrator to enable this under the System Settings

Once this functionality is enable the Use Cost from Service Order checkbox in the Port Call drawer will be disabled and the users will no longer be able to override this.

It will still be possible to enter a total estimated port cost in the Port Call drawer or create a drafted Service Orders and update them as needed without impacting any other calculations.

Once the Service Order status is changed to Estimate, Revised or Final it will no longer be possible to do any changes of port cost directly on the Port Call.

A cargo transfer is a type of transshipment where a cargo is transported on two voyages. The cargo is transported on the first voyage to an intermediate port and then further transported on a second voyage to its final port.

You start with a cargo with a load and discharge port which represents the first part of the cargoes journey (on the first voyage). From a system perspective, the action "transfer" creates a new cargo for the second part of the journey (on the second voyage).

The original cargo will receive cargo type "Has Transfer", and the new cargo will receive cargo type "Transfer."

The following fields are synchronised:

• cargo quantity and measurement unit

• commodity

• discharge rate + terms of has transfer cargo = load rate + terms of transfer cargo

Transfer cargoes are listed at the bottom of the cargo drawer under "Relets and Transshipments".

Transferring a Cargo

1. Open a cargo drawer.

2. At the top right in the cargo drawer, click More and select Transfer.

3. Fill in the form fields:

   1. Owner of the vessel to transship the cargo.

   2. Final discharge port of the transfer.

   3. Second vessel to transport the cargo.

   4. Second voyage to transport the cargo.

4. Click Transfer.

The discharge port of the original cargo will be the load port of the transfer cargo.