Ocean & Air

Ocean Export – Customer Online BKG

Booking requests submitted online by customers.

Booking Request Management lists online booking requests (OBR…) sent by customers, with totals, conversion rate and AI suggestions for follow-up.

Open in Info-X

The screen

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What each number means

  1. 1
    Booking Request Management

    Page title and description.

  2. 2
    Booking

    Jumps to the related list.

  3. 3
    Request

    Creates a new record.

  4. 4
    List / grid view

    Switch between list and card layout.

  5. 5
    Total — 23

    All online booking requests.

  6. 6
    Active — 0

    Requests ready to convert.

  7. 7
    Expired — 23

    Requests past validity.

  8. 8
    Conversion Rate — 0%

    Requests converted to bookings.

  9. 9
    AI Insight

    AI tip based on your quotes, e.g. which ones to follow up.

  10. 10
    View Details

    Opens the full AI analysis.

  11. 11
    Search

    Search by quote ID, customer, POL or POD.

  12. 12
    All / Active / Expired

    Quick status filter.

  13. 13
    More Filters

    Extra filters such as date, carrier and salesperson.

  14. 14
    Sort

    Most Recent, Expiry Date or Customer Name; the arrow flips the order.

  15. 15
    Showing 10 of 20 booking requests

    Number of records shown versus total.

  16. 16
    Deleted Booking Requests

    Toggle to see deleted requests.

  17. 17
    Request no. — OBR10023

    Status Expired; lane NEW YORK, NY → SHANGHAI.

  18. 18
    PORT TO PORT

    Move type.

  19. 19
    Quoted by

    Infox Softwares.

Hover a number to highlight its explanation. Click the screenshot to zoom.

Key areas

1

Booking / Request buttons

Convert a request into a booking or create a new request.

2

KPI tiles

Total requests, Active, Expired and Conversion Rate.

3

Request cards

Request no. (e.g. OBR10023), status, lane and customer.

How to use it

  1. 1Open it from the left menu.
  2. 2Use the search box or the All / Active / Expired chips to find a booking request.
  3. 3Use More / Advanced Filters and Most Recent to narrow and sort.
  4. 4Click the reference number or Open to see the full record.