Booking shipments may require approval by an authorized person in the organization. Approvers are defined at different levels of approval the process according to several factors such as:
The freight value
The freight mode
The number of quotes received
The type of quote (spot vs rate card)
The quote selected (lowest vs other quotes)
The approval process requires a configuration by the Cargobase Administrator.
A booking is requested for approval
Some users cannot book shipments directly, so they require to request approval. The request approval either by selecting their intended approvers or by having the system select all possible approvers.
An approver then receives an email with a direct link to that request and possibly a notification from the Cargobase on the Go mobile app.
In case the email is opened on a phone that has the Cargobase On The Go mobile app installed, the link will open in the app directly. Alternatively, it will open the page
If you do not have a direct link, but rather want to seen overview of all open approval requests in your name, you can open the Task list via the main menu on the left.
Click'
' in the left sidebar to access the Task list view the list of approval requests awaiting action from an approver.
Select a request to view the details.
Click Manage Approval to view the possible actions.
Select the appropriate action to manage the approval request:
Transfer approval: transfer the approval request to another approver.
Decline: decline the approval request for the requester to amend or cancel the shipment.
Final approve quote: approve the request and proceed with the booking confirmation.
For shippers who require approval from multiple levels, there may be a need to request additional approval. You can do so by clicking on 'Request Further Approval' and select the next level approval user.
If the request is approved, complete the Booking Details survey questions.
Once the booking is completed, you will land on the shipment tracking page and you can start interacting with the awarded Provider.
What's next?
Once the approval is granted, the chosen Provider will receive an email notification informing them of the newly confirmed shipment. The email will include a link to the Cargobase platform, allowing the provider to access and update the shipment tracking details.