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Shipping Lines

Shipping Lines are the carriers that own or control the containers moving through your depot. Every gate pass, container fleet view, and billing charge in CDMS is ultimately traced back to a shipping line, so this record has to exist before anything else about that carrier's cargo can be entered into the system.

Before you start

  • There are no prerequisites to create a Shipping Line itself — it is one of the first records you create in a new depot, alongside Yard configuration.
  • To actually use a shipping line (gate passes, invoicing), you will also need a Customer authorized for that shipping line — but that comes after the line exists.

Walkthrough

Shipping Lines list

  1. Open Shipping Lines from the Commerce section of the sidebar.
  2. Use the Search by name or code… box to filter, and the Active only toggle to hide inactive lines.
  3. Click Add Shipping Line to open the creation drawer.
  4. Click a line's Code (shown in blue) to open its detail page. Each row also has inline Edit and Delete icon buttons.
  5. The table shows Code, Name, SCAC, and Status (Active/Inactive).

Shipping Line detail page

Every shipping line has four tabs: Profile, Customers, Containers, Documents.

Profile tab — editable, organized into cards:

  • Basic Details: Name, SCAC Code (4-letter carrier code, uppercase), and an Active checkbox.
  • Primary Contact: Name, Email, Phone.
  • Notification Channels: checkboxes for Email, SMS, WhatsApp — which channels are used for gate-event notifications.
  • Email Notification Recipients: comma-separated Gate-In Recipients and Gate-Out Recipients address lists.
  • SMS & WhatsApp Recipients: comma-separated phone numbers in international format (e.g. +15551234567) for SMS Recipients and WhatsApp Recipients.
  • Any configured meta fields for the Shipping Line record appear at the bottom.

  • Save Changes commits the form.

    Note

    Clearing a recipients field and saving actually clears it — unlike some other forms in CDMS, empty values here are saved as cleared rather than silently left as-is, so the daily report or gate notification stops going to that address immediately.

Customers tab — read-only. It lists every customer currently authorized for this line (Customer name/code, Effective From date, Active/Inactive status) but has no add/remove controls. The page explicitly states:

Customers authorised for this shipping line. To link or unlink a customer, use that
customer's Shipping Lines tab.

See Customer ↔ Shipping-Line Authorization for where that link is actually managed.

Containers tab — read-only list of containers currently in depot for this line: Number, ISO Type, Grade (color-coded A/B/C/X chip), and Flags (Reefer / DG badges). Container numbers link through to that container's detail page. This is a live fleet snapshot, not a historical list — containers that have gated out no longer appear here.

Documents tab — standard document upload/attachment area for files related to this shipping line (contracts, SLAs, etc.).

Who can access this

  • Admin and Manager: full read/write (create, edit, delete shipping lines).
  • Billing: read-only (billing staff cannot create, edit, or delete shipping lines).
  • Gate Operator, Yard Operator, Viewer: no access — Commerce is not part of their role, so this page does not appear in their sidebar.