NGFDS BDT Solution – User Guide for Carriers

Introduction

The online user guide below provides step-by-step instructions on how to use the NGFDS Barge Digital Transformation (BDT) Solution – covering key user actions and capabilities for Carriers.

If you are not acting as a Carrier in the system, you can access our Shippers & Traders user guide here.

You can also download a PDF version of the below Carrier User Guide by clicking here.

Key Features / Actions for Carriers

Click on any of the links below to access guides on the following key system features & actions:

1. Inbox and Main Features
    
2. How to Perform any Action & Multi-selection
    
3. How to Access / Perform Actions on the Barge Info Page
    
4. How to How to Accept/Reject Destination & Draft/Issue the BOL
    
5. How to upload a BOL Correction Document & Accept/Reject the BOL Correction after Busting
    
6. How to upload a BOL Correction Document & make BOL Corrections outside of Busting Scenario
    
7. How to upload a Reconsignment Document & Accept/Reject Destination in Reconsignment
    
8. How to upload a Reconsignment Document after Busting in Reconsignment
    

Inbox & Main Features

Once you log into the Solution, you will be taken to the Inbox. Your Inbox is filtered by default to ‘My Actions’, to reveal any transactions requiring an action on your part. 

You can always filter on the sidebar to any other status category (e.g. BOL Requested, BOL Issued etc. as well as All items).

Search
Search can be used for the following fields: Barge ID, Commodity, Shipper, Carrier, Origin and Destination.

Hide/Show
You can hide/show any relevant field types in your inbox view

How to perform any Action & Multi-Selection

To perform any action, single click on a transaction to reveal key user actions. Note that you can hold Ctrl while clicking to select several transactions, or hold Shift and select all of your transactions for one single action.

​​​​​(Note: your transactions need to share one common action for multi-selection to work). 

How to Access / Perform Actions on the Barge Info Page

Double click on a transaction to access the Barge Info page, where you can view Barge Information, Documents and the Trade String. Alternatively, you can click on the icon outlined below.

Note: if a transaction is in ‘Barge Created’ Status, you can only use the icon to access the Barge Info page, as double clicking will navigate you to Barge Editing dialog instead.

You can also perform all your actions from the Barge Info page, as outlined below

How to Accept/Reject Destination & Draft/Issue the BOL

1. Single-click on a transaction to reveal key user actions

2. Click ‘Accept Destination/Draft BOL’ or ‘Reject’

 The status will change to ‘Destination Accepted’ or ‘Rejected’.

3. Once the destination is accepted, you will be navigated to the Barge Info page where you can view draft Bill of Lading

4. Click ‘Issue/Sign BOL’ to issue the BOL

The status will change to ‘BOL Issued’.

Note: Once issued, the BOL will have a COPY watermark, since it was sent by the Shipper who now holds the original BOL:

How to upload a BOL Correction document & Accept/Reject the BOL Correction after Busting

1. Single Click on a transaction to reveal key user actions

2. If you want to ‘Accept BOL Correction’, you will need to upload a document first and then Accept Corrections. Click ‘Upload’.
   
   Otherwise, click ‘Reject BOL Correction’

   

3. Click on 'BOL Correction Requested'

   

   Note: You can only upload a PDF document.
   (The ‘BOL Correction’ option is for BOL Corrections outside of Busting scenarios)

4. Once the document is uploaded you will be navigated to the Barge Info page where you can view it.
   Note: You can see the electronic signature for the BOL Correction letter at the bottom left corner of the document

5. Click ‘Accept BOL Correction’

   

   Note: Once the BOL Correction is accepted, every Trader in the trade string will be able to see the BOL Correction document in their document list.
   
   The status will change to ‘BOL Correction Accepted’.

How to upload a BOL Correction Document & make BOL Corrections outside of Busting Scenario

1. Single Click on a transaction to reveal key user actions. Click ‘Upload’ as outlined below

   

2. You will be prompted to select the document type. Click on 'BOL Correction’.
   Note: If the BOL Correction was requested during a Busting scenario, you will have the ability to pick ‘BOL Correction Requested’ instead

   

   Once the document is uploaded by the Carrier, it will be available for all Parties in the string in their document list.

How to upload a Reconsignment Document & Accept/Reject Destination in Reconsignment

1. Single Click on a transaction to reveal key user actions. Click ‘Upload’.
   Note: You will need to upload document first and then ‘Accept Destination’

   

   Note: You can only upload a PDF document

2. Once the document is uploaded you will be navigated to the Barge Info page where you can view it

3. Click ‘Accept Destination’

   

   Note: Once the Destination is Accepted, every Trader in the trade string will be able to see the Reconsignment document in their document list.
   
   The status will change to ‘Destination Accepted’.

How to upload a Reconsignment Document after Busting in Reconsignment

1. To upload a Reconsignment Document after Busting, you will need to remove the previous Reconsignment Document first, and then upload a new one capturing all the changes

2. Double click on a transaction to access the Barge Info page. Click on the icon outlined below to delete your initial Reconsignment Document

   

3. Upload another Reconsigmnent Document as normal.
   
   The status will change to ‘Destination Accepted’.