Welcome to the main source of information on the Dataloy product suite.

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.

Using Filters

You can use the quick filters to find the port cost you are looking for.

The following filters are available in Port Cost History List:

• Vessel name

• Deadweight (DWT)

• Reason for call

• Currency

• Commodity

• Counterpart

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.

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.

1. Open the Trades module in the Core menu in the upper left corner

2. Click Create Trade in the top right corner.

3. Fill in the required fields Trade Description, Trade Code, and select the Route(s) that the Trade is part of. The Trade Code has to be a unique code that no other Trade has.

4. Click Create when every field is filled

In the Trade Details tab there are two sections. Details and Patterns.

Details

In the details section you can see and edit the Trade's description, code, and which Routes the Trade is in. All of these fields are required, and cannot be empty. The Code field also has to be unique code that is not used by any other Trade.

Patterns

The Patterns list contains all the Patterns for selected Trade. You can create a new pattern by clicking the in the top right corner of the list. Clicking this will open the Create Pattern modal, as seen below. Both fields in the modal are required for being able to create a Pattern. The Code field also needs a unique code, that has not been used by any other pattern in your system.

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.

The drop-down menu will contain all vessel options for the selected passage, as well as the option to 'Add New Speed'. This new speed will not impact the vessel setup and will only apply to all Ballast/Laden port calls on the chosen voyage. This also applies to the Main Engine Port Idle and Main Engine Port Working fields. For more details, please consult the documentation.

Vessel

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

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.

To recognize Long TC Voyages in the system, look for two key indicators: the Voyage Type labeled as (TC) and information in the schedule section. 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.

You can choose to use either the Actual Port Cost or Preliminary Port Cost of previous port calls to update the port cost of the selected port call.

To make use of a Preliminary Port Cost of a port call on the system, click the button to the right of the Preliminary column. To make use of an Actual Port Cost of a port call on the system , click the button to the right of the Actual column. Clicking this button will also update the currency of the port cost of the selected port call to the currency shown on the row.

Clicking any of the "Use" button will update the port call's port cost, which will be accumulated on the voyage's overall port costs.

If one or multiple Service Orders are present on a Port Cost the rightmost corner of the row will show an expandable arrow

By clicking the arrow , all the linked Service Orders will be shown.

An expandable arrow on the rightmost side of the Service Order row is also available, and clicking this will show the Service Order Lines for the selected order.

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.

Figure 1 shows the additional parameters related to consumption. Initially, these values are taken from the vessel but can be modified for each voyage.

Values from this section will influence the voyage's consumption calculations but will not affect the vessel’s speed and consumption.

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.

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.

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

Actions

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

2. Open the Vessel drawer

Miscellaneous:

Here, you can set fields like

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.

Whenever the name of a vessel is changed, the previous name is saved to the vessel name history.

To view the history, click the More () button in the top right of the vessel drawer, and select Vessel Name History. This will bring up a small modal, listing all the names the vessel has been sailing under.

Ex-names and voyages

The Trades module contains a list over all Trades in your system. Here you can search for, filter and sort all your trades.

Sorting and filtering

There are several options available for you to narrow down what you see in the list view, as well as the ability to toggle which columns are displayed (with the setup).

For sorting, look for the arrow to the right of the column headers or the blue

To maintain the trade click the trade in the list. The selected trade will be opened in a trade drawer where you can view all the voyages from a trade and the port calls and bunkers from these voyages, and edit the trade details.

Voyage drawer

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

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: .

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

Steps:

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

Managing Port Calls

Edit Schedule

The routing tab is inactive by default. This feature provides alternative routes that can be used for each leg, estimating the adjusted TCE based on new distance, fuel consumption, sea margin, and more.

A voyage going from Bergen to Hamburg through Newcastle is displayed in Figure 1

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 summarizing the profit/loss for this voyage.​

How EU ETS Cost Is Calculated

When your system’s differs from the voyage currency, the EU ETS Cost is computed in two phases but applied in one formula:

1. Base cost in default currency

In the risk section, located under the Profit & Loss section, you can change which TC market index the voyage should follow, what percentage of the index value it should use, and the market value of the vessel in the same currency as the voyage.

Certain voyage routes require specific canal allowances to be used. These allowances can either be applied to the entire voyage or to individual legs.

Voyage Allowances

Canal allowance settings for the entire voyage is shown in the top right corner of the map in voyage drawer. Changing these allowances affects all sea passages on the voyage. For example, consider the following voyage going from New York > Los Angeles > New York:

The voyage is currently allowed through the Panama Canal, and the route and schedule reflects this. If Panama Canal is deselected in the allowance settings, all instances of the canal are removed from the voyage:

The feature allows you to manage cost and revenue entries associated with a voyage, including those linked to and These entries can be accessed and modified from the Various Cost/Revenue tab in the voyage drawer.

You can also use the Various Grid in the full-screen view of the voyage drawer to get an overview over all connected variouses. Here, you can:

• View all Various Cost/Revenue entries related to the voyage.

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

These tools are available from Voyages or Planning -> Fleet Plans

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

From the "Downtimes" tab in the voyage drawer, you can view the downtimes for the voyage. Click on an item in the list to go to the the corresponding drawer and view more information about the specific item.

Clicking the -icon on the table will bring up a modal to create a downtime.

More details about creating a downtime:

The deviation calculation function offers a comprehensive analysis of the difference between the current voyage and the same voyage as if it were direct — from the ballast port to the last port call.

This function is particularly useful when freight rates are low, voyages must adhere to strict schedules, or deviations are required for compliance. It helps determine whether an additional detour can generate enough extra revenue to offset the added distance, time, emissions, and fuel costs.

Figure 1 shows the Deviation Calculation window, comparing the current voyage results (in the Loaded column) with a hypothetical direct voyage (in the Direct column). The Variance column highlights the differences between the two. By clicking Open Direct Voyage, users can review the direct route’s details (Figure 2). In this example, the detour with cargo generates higher revenue, making it a more favourable option.

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: .

Below you can click to read how to create different types of 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.

A voyage can be converted to a TC Out voyage if the following conditions are met.

• The voyage is not Closed

• The voyage is not already a TC voyage

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

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

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 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, All, and Map.

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. The All tab has two additional filters, Archived and Disabled. The Archived filter filters all vessels that have fleet exit date set before current date when enabled. And then there is a disabled filter that shows all vessels that have been disabled.

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, and has at least one voyage that has either Nominated status or further, but not Closed.

All

On the other hand, the All tab shows all vessels in the system that are enabled.

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

Boilers Per Day and Generators Per Day

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

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.

There are different ways to allocate a voyage to a trade.

Voyage Drawer

In the voyage drawer you have to navigate to the Organisational Data tab, and then you will find the Trade dropdown as the second field on this page.

Every trade dropdown in the system will list up the options following this rule:

• Single item is Trade (First and second option in the image below)

• Two items are either

  • Trade - Pattern (Third option)

  • Route - Trade (Fourth and fifth options)

• Three Items are Route - Trade - Pattern (Last option)

Selecting a Trade here will display the warning below as the system will change the trade for all cargoes on the voyage to the Trade you selected.

Create Voyage Charter & Create Template Voyage

In the lower right corner of both the Create Voyage Charter and -Create Template Voyage modals there is the option to selected which Trade the voyage will be part of. The field is highlighted in the image below.

Create Time Charter Out

In the bottom right section of the Create Time Charter Out modal the Trade dropdown is located.

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: .

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.

Trade

In the trade field a combination of Route, Trade and Pattern can be selected to ensure trade is set properly. The cargoes on the voyage will be updated with the same trade.

To efficiently create a voyage, and link them with CoAs, you can create voyage based on a CoA Template Voyages. 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.

Starting with release 8.2, the voyage drawer's default view has been updated. The previous default view has been removed, and the expanded view is now the new default (see Figure 1).

The expanded view has been replaced with a full-screen drawer, serving as a centralized hub for voyage drawer functions and introducing additional features. This view presents data in an editable grid format (see Figure 2) with customisable columns that enhance and extend the functionality of the previous default view.

For more details on the grid's functions and usage, go to the data grid page.

Creating, editing and deleting in the grid

Changes to the grid, such as editing fields, adding new rows, copying data, or deleting entries, are applied across the system in real time, ensuring data consistency. Updates made in the grid will automatically reflect in all related drawers and pages, and vice versa.

Main differences

The full-screen drawer is designed to make it easier to make modifications to the voyage. This was done by replacing the different collapsible sections (Figure 1) with corresponding grids (Figure 2).

The as well as the Vessel Section remains the same with the exception of an additional collapsible section for TC Out Contract.

Map

The map has also been moved to the left side of the drawer, and when expanded will appear in the center of the drawer (see Figure 3).

Alternative routing and system preferences

A key addition to the drawer is the ability to display an Alternative Route tab, controlled by a system preference. This setting can be enabled via the. When activated, the routing tab appears next to the map, providing easy access to alternative route options (see Figure 4).

: Analysis and Results Chart

The Analysis and Results Chart retain their functionality from previous versions. However, they are now displayed in the center of the drawer when selected within the Profit & Loss Summary section.

View Customisation

The left- and rightmost sections can be collapsed by clicking the buttons inside column dividers, shown in Figure 6. Alternatively, the sections can be toggled using the keyboard shortcuts ALT/OPT + ← and ALT/OPT + →.

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:

Clicking the button in the top right to create a new cargo on the voyage, either from an existing CoA template, or as a brand new cargo.

Cargo Section

The cargo section allows you to directly change some of the fields of the selected cargo (performance cargo by default) from the Voyage drawer without having to open the Cargo drawer. If you are looking for more fields however, you will need to open the up Cargo drawer (clicking the icon will open the drawer):

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.

Additional filter: "Active Areas"

The voyage map now includes a "Active Areas" filter, allowing users to display Restricted Areas that are currently active based on their defined The filter is enabled by default and is voyage specific.

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

Press the menu iconto download the chart as an image (SVG or PNG), or a text file (CSV) that can be imported into spreadsheet software.

Starting in Release 8.7, ballast port that are 'At Sea' will have latitude and longitude coordinates. These coordinates will be used for routing as well as for the voyage map. If a previous port call is available, the ballast port will automatically use its coordinates. Otherwise, the coordinates will default to (0,0) until updated manually.

Figures 1 and 2 illustrate how this works for consecutive voyages when the previous voyage ends at sea.

How It Works

When a voyage has an 'At Sea' ballast port, the Ballast Latitude and Ballast Longitude fields appear in the of the voyage drawer (see Figure 3). If there is an open position port call available, its coordinates will be used by default. If no previous port call is available, both values will default to zero.

Users can also manually enter the ballast port’s position in these fields. If the ballast port is later changed to a another port, the fields will be hidden, and the voyage will use the coordinates of the selected port.

Editing the Ballast Latitude & Longitude

After creating a voyage, the ballast latitude and longitude can be modified by opening the voyage drawer and navigating to the (see Figure 3). These fields will only be available when the ballast port is set to 'At Sea'.

Note: Editing is only enabled if the

Changing the Ballast Port

If the ballast port is changed from 'At Sea' to a another port, the latitude and longitude fields will disappear, and the voyage will automatically update to reflect the new port’s coordinates.

How to Convert

In order to convert a voyage to a template voyage, you need to open a Voyage's drawer and click the secondary actions menu in the top-right and select the "Convert to Template..." action:

After selecting the action, you will get a modal which allows you to select the following actions:

Options

Create New CoA - converts this voyage into a template, and creates a new CoA (Contract of Affreightment) that will be linked its performance cargo.

Create Unallocated Voyage - converts this voyage into a template, and creates a new non-template voyage of status 'Unallocated', that is linked to this template.

Budget Scenario - converts this voyage into a template, and sets the scenario to be the Budget scenario that is selected. The other options are disabled when choosing this option.

Requirements

Cannot be converted into a template:

• Template voyages

• Unallocated voyages

• Allocated voyages

• Nominated voyages

The voyage's type (SPOT, TC & CoA) does not matter in regards to whether you're allowed to convert or not. However, there are some conditions for each type:

SPOT - both options will be available.

TC (and has cargoes) - none of the options will be available, but you can still convert.

CoA - both options will be available and the 'Create New CoA' option is selected by default. If deselecting this option, the template voyage will continue to use the old CoA instead of creating a new.

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

• Company and Business Unit

• Trade

• Responsible Charterer

• Responsible Operator

• Responsible Accountant

• Claims Operator

• Pool

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

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 (Figure 1).

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

Trade

In the trade field a combination of Route, Trade and Pattern can be selected to ensure trade is set properly. When changing to a different option, the cargoes on the voyage will be updated with the same trade.

You can search and filter the Various Cost/Revenue list to quickly find relevant entries.

Filter Various Cost/Revenue

Filters allow you to control which Various Cost/Revenue entries are displayed:

• Voyage-Specific Filters – If the voyage includes Various Cost/Revenue linked to Cargoes or Off-hires, a filter will appear in the top-right corner of the list. Use this filter to select which types of Various Cost/Revenue should be displayed.

• Currency Filter – You can also filter entries by currency using the Currency filter, located in the top-right corner of the list. This allows you to view only entries in a specific currency.

You can apply multiple filters at the same time to narrow down your results.

Search for Various Cost/Revenue

To search for a specific Various Cost/Revenue entry:

1. Use the Search Bar – Located in the top-left corner of the list (figure 1).

2. Enter a Keyword – You can search by description or various text.

3. View Results – The list will update automatically to show only entries that match your search.

Filtering and searching can be used together to quickly locate specific entries within the list.

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:

It is possible to create, edit, and delete Various Cost/Revenue entries for a voyage directly from the Various Cost/Revenue tab. Additionally, in the full-screen view of the voyage drawer, you can create Various Cost/Revenue entries for Cargo and Port Call using the vertical ellipsis menu (see Figure 1 for reference).

All Various Cost/Revenue entries are also displayed in the Various Grid (accessible in full-screen view), allowing you to easily view, edit, or delete entries as needed.

Create New Various Cost/Revenue

1. Click the Create Button – Locate and click the Create button in the top-right corner of the header (Figure 2).

2. Enter Required Information – A Create modal will appear, prompting you to fill in the necessary fields.

3. Create the Various– Once all required details are entered, click Create to finalize and add the new Various.

Edit Various Cost/Revenue

1. Select the Various– Click anywhere on the row of the Various you wish to edit in the list.

2. Modify Details – An Edit modal will appear (figure 4), allowing you to update the entry’s properties.

3. Save Changes – Click Save to apply the modifications.

Delete Various Cost/Revenue

1. Select Entries for Deletion – Use the checkboxes in the leftmost column to select the relevant entries.

2. Click the Delete Option – Once selected, a Delete button will appear in the top-right corner of the header.

3. Confirm Deletion – Click Delete, then confirm in the popup that appears to complete the removal.

⚠️ Note: Deleted entries cannot be restored. Be sure to review your selection before confirming deletion.

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:

Finding comparisons

A list of all voyage comparisons can be found under the Comparisons-tab in the Voyages module. The list allows you to search and filter.

Finding comparisons for a specific voyage

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

This will open up the comparisons list, with the voyage pre-selected as a filter. Any comparison that includes the voyage, will be shown.

Creating a new comparison

Click the icon in the top right to create a new comparison. This will bring up a window, allowing you to set a name, add a comment and choose a voyage as the base of the comparison.

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:

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. It is also possible to change the Trade Voyage Number if the voyage is connected to a trade, however this number will be automatically set when the voyage is nominated, erasing any previously set value.

When voyage status is Nominated, Operational, Operationally Closed, Invoiced or Closed, it is possible to change the Voyage Number. If the voyage is connected to a trade it is also possible to change the Trade Voyage Number and view the Voyage Reference Number. The Voyage Reference Number can be changed if the Voyage Variant Number for the system is set to 9, else it will only be for information. Setting the voyage status to Estimate or Allocated from Nominated will remove the Trade 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.

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 .

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

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

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 subtype 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 subtype will now be removed and the cargo freight will be considered a revenue again in the voyage profit and loss calculation.

The Voyages & Port Calls tab has two sections. A list of all voyages for the selected trade, and then a choice between the port calls or bunkers for a selected voyage.

Voyages

This is a list of voyages on the opened trade sorted by newest first. Clicking the icon will bring up a modal to customize which columns are visible. In the upper right corner of the list there is the option to hide/show allocated voyages for the selected trade, filter voyages based on which pattern they are part of, and show the times in GMT instead of local time. If there is an ongoing voyage in the list, it is indicated with a blue marker on the left side, as seen in the image below.

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.

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.

The Voyage schedule (Figure 1) visualization may be found on the right-hand side of a voyage drawer.

This section is highly customizable: for example, you can change the voyage start date, lock it, update the port call sequence, and edit port calls by hovering over a port call box.

The Schedule Timeline is a fully interactive module. Each port represents a draggable block - if you reorder the blocks with not-fixed port calls (Figure 2), you will update the port call sequence on the opened voyage correspondingly:

Next, each Port Call block is clickable, and it brings up a drawer.

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:

The intake calculator provides an overview of the vessel's intake capacity and key reduction factors for the voyage, allowing you to adjust and compare different loading scenarios.

To open the intake calculator, click on the icon in the top right of the voyage drawer, and select "Voyage Intake Calculation". This will take you to the calculator page.

In the top of the voyage intake calculator, you will find two chips displaying the vessel and voyage reference. Clicking the vessel chip will open up the vessel drawer.

Steps:

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

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:

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.

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.

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.

The Delivery Port and Redelivery Port fields display the port from the associated Port Call. When you enter a new port, the Port Call and TC Contract will be updated accordingly. Click the -icon to Open Port Call Drawer.

Both Duration

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.

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.

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.

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.

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. 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.

A transshipment is the shipment of cargo to an intermediate destination, then by a different vessel to another destination. It is a type of 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".

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:

The Relet Internally option allows you to reassign a charter to another company within the same group. The internal operating company records the income, while the original owning company balances to net zero. To accomplish this, two additional cargoes will be created, resulting in the following structure: the original Spot cargo, an Internal cargo, and an Internal Relet cargo. This ensures seamless invoicing between the owning and operating companies, and the external charterer.

📖 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:

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

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

Voyage comparison overview

The comparison page presents a table of the voyages, with values being segmented into groups. The name of the comparison is displayed at the very top, alongside a button to edit the name.

In the top left of the comparison window, you will find two buttons; Highlight Differences and Show Only Differences. By default, Highlight Differences is turned on.

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

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.

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

There are several options available for you to narrow down what you see in the list view, as well as the ability to toggle which columns are displayed (with the setup).

For sorting, look for the arrow to the right of the column headers. For filtering, you can use the quick filters provided above the Voyage List, or look for the -icon, also to the right of the column headers.

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, a cargo reference or trade. The list will update accordingly.

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

"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.

Status Transition Snapshots

In the Voyage drawer, in the left-most P&L Summary section, you have this Analysis button:

This is only enabled after Estimate status. In this , you can display the voyage snapshots created, above the tables:

From version 8.15, all between 'Estimate' to 'Nominated' statuses gets a new voyage snapshot created. It will be in the format as shown in the above marked text, e.g. for transition Estimate -> Unallocated, it shows the text "Estimate/Unallocated" along with the created date and time (which is when you did the transition).

By default, you will be displayed the latest snapshot created as selected, but when opening the dropdown menu, the snapshots are listed in an ascending order, which you are free to choose from. Selecting a snapshot will automatically display the corresponding values in the below analysis tables:

In the above example, you can e.g. see two instances starting with "Estimate", meaning there has been a before that last instance, but we don't create snapshots for those.

You can also have multiple instances of the same transition, which then usually occurs at different dates and/or times.

Preliminary

We still create 'Preliminary' snapshots from when a voyage is set to 'Nominated' status, which remains if the status becomes higher (e.g. 'Operational'). This will both be displayed as default selected snapshot and is in the dropdown menu. Whenever the status changes away from Nominated (or higher) status, the Preliminary instance will disappear from the dropdown (while the other snapshots created will stay), as this is strictly only for Nominated and above statuses.

Daily Snapshots

The Daily Snapshots are still in order as is and is created every day, as usual. In , you can still specify the daily "Voyage Snapshot Creation Time" in GMT. This still applies for statuses that are not 'Estimate', 'Unallocated', 'Allocated' or 'Closed'.

Open Snapshot Drawer

You can open a Voyage Snapshot drawer by clicking the icon in front of the snapshot text. The statuses are "Closed" and "Snapshot" if a transition snapshot, or "Closed" and "Preliminary" if Nominated (or higher) snapshot.

Alternatively, in a Nominated (or higher) voyage, you can in the Overview tab click on in top-right drawer, to select "Open Preliminary Voyage' secondary action.

Create a Snapshot

You can manually create a snapshot by clicking the below button:

You cannot create a snapshot when the voyage has status 'Estimate', 'Unallocated', 'Allocated' or 'Closed'.

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:

Clicking the -icon will bring up a dropdown menu for choosing between creating a brand new Cargo, or a new Cargo from a CoA template.

By clicking the icon you can edit the columns shown in the list, rearrange the columns and even enable showing of some columns that are unchecked by default.

Clicking the icon will export the table to a spreadsheet-format, which can be opened in e.g. Excel or Numbers.

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

(*) - 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

Extra Features