Create a Port call

4 min

Create Port call

Click on the + button in the top of the navigation bar and then select "Create Port call" from the menu

Enter data

In the following popup, you'll see several fields related to the Port Call. Most fields are optional and can be filled in later if needed. Required fields are marked with an asterisk *.

Create Port call popup


Agent	Use this field to select the company Legal entity acting as the agent.
Reference	Enter an identifier that you can use to search and filter in overviews , and display on printed documents.
Currency	Set the currency for the Port call.
Owner	Select the owner's name from your Contacts. If it's not listed, add it to your Master data first.
Owner reference	Add an owner-specific identifier that you can use to search and filter in overviews and display on documents .
Vessel	Choose a named vessel or TBN vessel. You can search by vessel name, IMO number, or MMSI number.
Type	Select whether the cargo is dry, liquid, livestock or RoRo.
Unit	Choose the cargo unit for this Port call.
Port call	Select the type of operations this Port Call covers, then choose the port or range name. If it's not available, add it to your Master data.
ETA	Enter the estimated date and time of arrival.
ETS	Enter the estimated date and time of sailing.
ET Operations commenced	Enter the estimated date and time when operations will start.
ETC	Enter the estimated date and time when operations will be completed.

Pro tip:

When adding dates for ETA, ETB, or any other date you can type 1609 instead of the full date — just click or tab out, and the system will automatically format it as Sep 16, 2025 using the current year.

For times, it works the same way: type 1900 and it will be formatted as 19:00

Add Berth

To add a berth, click the Add berth button. You can add as many berths as you need.

Create Port call popup

Each berth or terminal includes the following by default:


Berth	Select the berth or terminal name from your list. If it's not available, add it to your Master data.
ETB	Enter the estimated date and time of vessel berthing.
ETBD	Enter the estimated date and time of vessel departure from the berth.
Add Cargo	Click to add cargoes to be loaded or discharged at this berth or terminal. You can add as many cargoes as you need.

Add Cargo

To add a cargo click Add Cargo button. You can add as many cargoes as you need.

Each cargo section includes the follwing by default:


Shipper/Receiver	Select the Shipper or Receiver name from your Contacts. If it's not listed, add it to your Master data first.
Cargo	Select the cargo name from your cargo list. If it's not listed add it to your Master data first.
Quantity	Enter the cargo quantity and tollerance.
Rate	Enter the loading or discharging rate.
Terms	Enter the loading or discharging terms.

Note:

A cargo section can include one Shipper or Receiver and one cargo name. You can add as many cargo sections as you need.

If you have multiple Shippers or Receivers for the same cargo, add a separate cargo section for each Shipper or Receiver.

If you have the same Shipper or Receiver but different cargoes, add a separate cargo section for each cargo name.

Add Stop

Stops are helpful when a vessel has multiple stops or ports within the same appointment — for example, a bunkering stop before arriving at the loading or discharging port. To create a stop, click the Add Stop button. You can add as many stops as you need.

Note:

Stops are used to capture additional details. Make sure the Port Call section includes all the information you want shown in the SOF and Reports .

Create Port call popup

Each Stop includes the following by default:


Stop	Select the stop type, then choose the port or range name. If it's not available, add it to your Master data .
ETA	Enter the estimated date and time of arrival.
ETS	Enter the estimated date and time of sailing.

Add Instructions

Instructions are used to capture extra details that may be helpful while working on this Port Call. All fields are optional.

Create Port call popup


DA Service	Select a company name if you're using a company for the Disbursement Accounts for this Port Call. If the company isn't in the Contact list , add it to your Master data.
Charterer	Select a company name from your Contacts. If it's not there, add it to your Master data.
Type	Select the type of the voyage.
Appointment type	Select the type of services you are providing for this Port Call.
Laycan	Enter the laycan date range.
Shipping period	Enter the shipping period date range.
C/P date	Enter the Charter Party date.
Last cargoes	Enter details about the vessel's last transported cargoes.
Other instructions	Enter any additional information you think may be relevant while working on this Port Call.

Click Create to save all entered information and create the Port Call.

Edit Port call

After creating a port call, you can always edit or add more information at any stage of the port call.

Edit core information

To update core details of the port call, such as the agent legal entity, currency, or vessel name, you can do so by:

Open the port call you want to edit

Click Actionsmenu from top left

Click Edit Port call button

Update the necessary fields and clickSave

What you can edit:

Agent legal entity

Reference

Port call currency

Owner

Vessel

Type of Port call

Port call Unit

Edit itinerary

To edit information such as Port name, Berth or Cargo you can do so by:

Open the port call you want to edit

Click Actionsmenu from top left

Click Edit Itinerary button

Update the necessary fields and clickSave

What you can edit:

Port name

ETA, ETS, ET Operation commenced, ETC

Berth name

ETB, ETBD

Receiver/Shipper name

Cargo name

Cargo quantity and operation terms

Stops