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How to Book a Shipment for your Customer

In this guide, you will learn how to book a shipment for your customer.

Prerequisites:

 

Steps to Book a Shipment for your Customer

  • Step 1: Log into your Terminal Africa account.

  • Step 2: On the main menu by your left, navigate to Customers. You will see a list of all your customers.

  • Step 3: Click on the name of the customer you want to book a shipment for.
  • Step 4: The customer profile will be opened. Click on the ‘Book shipment’ button just under the customer's name.

  • Step 5: The booking process starts, include the correct information for the sender’s, receiver’s and item details.

  • Step 6: Under parcel 1, click on the ‘Add item’ button, and add the details of the package your customer wants to send.

  • Step 7: Use the correct category, sub-category, and HS code.

  • Don’t forget to use the volumetric weight of the package rather than the actual weight.

  • Save the item. You can add other items to this parcel or you can add other parcels to this shipment if they’re all going to the same recipient.

  • Step 8: Select a carrier for your shipment.

  • Step 9: You can also insure your customer’s shipment. Meaning they’ll be covered if they are lost or damaged.


  • Step 10: Review the details of the shipment and make payment.

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