Captain Feature Guide: Mastering Split & Partial Orders
Flexibility is essential in global supply chains. When you need to ship part of an order immediately while the rest of the consignment is still being prepared, the traditional method often involves manual workarounds and re-entry.
The new Split & Partial Orders feature in Captain revolutionizes this process by allowing you to manage multiple fulfillments from a single original booking.
What This Feature Solves
- Problem: You have a 100-unit order, but only 40 units are ready to ship by the required vessel cut-off.
- Old Solution: You had to cancel or edit the original booking and create a whole new one for the 40 units, leading to duplicate data entry and potential errors.
- Captain Solution: You can now split the original order directly within the booking flow, instantly creating two separate, traceable fulfillments (one for 40 units, one for 60 units) that remain linked to the master order.
How to Use Split & Partial Orders in Captain
This process is integrated into the Captain booking workflow, ensuring that all related data remains clean and connected.
Step 1: Access the Booking Flow
- Navigate to your main Shipments dashboard within Captain.
- Select the “Create New Booking” option, or find an existing active order that you need to fulfill partially.
- Proceed to the section where you input the Commodity/Quantity details.
Step 2: Define the Partial Shipment
When viewing the full quantity of the item(s) you intend to ship:
- Locate the new “Fulfillment” or “Split Order” option next to the item quantity field.
- Enter the Partial Quantity: For example, if the original order calls for 10 pallets, but you are only shipping 4 today, enter 4 in the fulfillment field.
- Captain will automatically calculate the Remaining Quantity (6 pallets) and designate this as the next scheduled fulfillment.
Step 3: Complete the Split and Schedule
Confirmation: You will be prompted to confirm the split. Captain will generate a unique fulfillment ID or reference number for the new, smaller shipment (e.g., Order-1234-A).
- Schedule First Fulfillment: Complete the booking process for the current partial shipment (Order-1234-A), including carrier selection, ETD/ETA, and required documentation.
- Future Fulfillment: The remaining quantity (6 pallets) will be held as a pending fulfillment (Order-1234-B) under the original master order. You can return to this pending fulfillment later to schedule the remaining units without having to re-enter all master order data.
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